Fiserv (FI) Institutional Ownership

$152.71
-0.13 (-0.09%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for Fiserv (NYSE:FI)

Current
Institutional Ownership
Percentage
90.98%
Number of
Institutional Buyers
(last 12 months)
1309
Total
Institutional Inflows
(last 12 months)
$110.51B
Number of
Institutional Sellers
(last 12 months)
675
Total
Institutional Outflows
(last 12 months)
$3.99B
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FI Institutional Buying and Selling by Quarter

Fiserv Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024 Wahed Invest LLC11,649$1.86M0.4%+14.1%0.002%
5/17/2024 Citizens Financial Group Inc. RI12,206$1.95M0.1%+1.6%0.002%
5/17/2024CCM Investment Advisers LLC96,234$15.38M1.8%-7.1%0.016%
5/17/2024 New Covenant Trust Company N.A.291$47K0.0%N/A0.000%
5/17/2024 Plato Investment Management Ltd20,507$3.28M0.3%+1,023.1%0.004%
5/17/2024 Western Pacific Wealth Management LP1,757$281K0.2%-14.8%0.000%
5/17/2024 iA Global Asset Management Inc.2,918$466K0.0%-14.5%0.000%
5/17/2024 First Western Trust Bank44,633$7.13M0.3%-3.2%0.008%
5/17/2024 Jaffetilchin Investment Partners LLC1,302$208K0.0%N/A0.000%
5/17/2024 Semmax Financial Advisors Inc.6,602$1.01M0.3%+11.1%0.001%
5/17/2024 Hancock Whitney Corp1,259$201K0.0%N/A0.000%
5/17/2024 Comerica Bank189,400$30.27M0.1%+1.3%0.032%
5/17/2024 SkyView Investment Advisors LLC4,491$718K0.1%N/A0.001%
5/17/2024 Coppell Advisory Solutions Corp.1,363$218K0.0%N/A0.000%
5/17/2024 Tidal Investments LLC36,199$5.78M0.1%+30.1%0.006%
5/16/2024 Redwood Investment Management LLC9,963$1.59M0.2%-12.3%0.002%
5/16/2024 California State Teachers Retirement System985,758$157.54M0.2%-0.2%0.168%
5/16/2024 Meiji Yasuda Life Insurance Co3,696$591K0.0%-14.8%0.001%
5/16/2024 B. Riley Wealth Advisors Inc.17,855$2.85M0.1%+3.0%0.003%
5/16/2024 Fairbanks Capital Management Inc.15,004$2.40M1.7%-13.4%0.003%
5/16/2024 Janus Henderson Group PLC365,059$58.30M0.0%-0.8%0.062%
5/16/2024 Kensico Capital Management Corp1,173,200$187.50M6.2%+8.7%0.201%
5/16/2024Benchmark Investment Advisors LLC11,901$1.90M1.5%N/A0.002%
5/16/2024 BlueSpruce Investments LP3,916,432$625.92M11.2%-19.5%0.669%
5/16/2024 Zurich Insurance Group Ltd FI563,896$90.12M0.8%+57.3%0.096%
5/16/2024 Paloma Partners Management Co25,124$4.02M0.2%N/A0.004%
5/15/2024 Ascent Group LLC23,238$3.71M0.3%+103.7%0.004%
5/15/2024 SVB Wealth LLC9,982$1.60M0.0%+1.6%0.002%
5/15/2024 Mount Yale Investment Advisors LLC4,653$744K0.1%-6.9%0.001%
5/15/2024 Evergreen Wealth Solutions LLC4,458$712K0.5%-7.0%0.001%
5/15/2024 Public Employees Retirement System of Ohio282,993$45.23M0.2%-6.9%0.048%
5/15/2024 Robertson Opportunity Capital LLC64,600$10.32M4.6%-29.1%0.011%
5/15/2024 Public Employees Retirement Association of Colorado85,419$13.65M0.1%-87.8%0.015%
5/15/2024 Bamco Inc. NY13,213$2.11M0.0%-1.4%0.002%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund19,807$3.17M0.2%-7.4%0.003%
5/15/2024 Kentucky Retirement Systems45,580$7.29M0.2%-5.1%0.008%
5/15/2024 Price T Rowe Associates Inc. MD44,720,962$7.15B0.9%+0.9%7.643%
5/15/2024 BOKF NA12,204$1.94M0.0%-17.9%0.002%
5/15/2024 Lazard Asset Management LLC1,549,202$247.59M0.3%+2.1%0.265%
5/15/2024 LRI Investments LLC793$122K0.0%N/A0.000%
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5/15/2024 1832 Asset Management L.P.58,025$9.27M0.0%-7.7%0.010%
5/15/2024 Truvestments Capital LLC4,064$650K0.3%+73.2%0.001%
5/15/2024 Cloverfields Capital Group LP42,867$6.85M2.3%+4.6%0.007%
5/15/2024 Gabelli Funds LLC19,900$3.18M0.0%-16.7%0.003%
5/15/2024 Gamco Investors INC. ET AL5,400$863K0.0%-6.9%0.001%
5/15/2024 Stonebridge Capital Advisors LLC4,187$669K0.1%+16.1%0.001%
5/15/2024 Longview Partners Guernsey LTD4,636,945$741.08M4.8%-2.7%0.793%
5/14/2024 Canada Pension Plan Investment Board138,818$22.19M0.0%-27.6%0.024%
5/14/2024 Guardian Capital LP8,735$1.40M0.0%-0.9%0.001%
5/14/2024 Capital World Investors18,840,137$3.01B0.5%+7.4%3.220%
5/14/2024 Capital International Sarl2,965$474K0.0%N/A0.001%
5/14/2024 Toronto Dominion Bank346,232$55.34M0.1%+1.7%0.059%
5/14/2024 Capital International Inc. CA 3,074$491K0.0%+30.4%0.001%
5/14/2024 Sheaff Brock Investment Advisors LLC1,383$221K0.0%N/A0.000%
5/14/2024 Cadence Bank25,225$4.03M0.3%-0.4%0.004%
5/14/2024 Ariel Investments LLC4,617$738K0.0%+7.0%0.001%
5/14/2024 Advisors Asset Management Inc.44,667$7.14M0.1%+27.0%0.008%
5/14/2024 Axxcess Wealth Management LLC18,986$3.03M0.1%-29.1%0.003%
5/14/2024 EP Wealth Advisors LLC12,041$1.92M0.0%+7.5%0.002%
5/14/2024 Covington Investment Advisors Inc.114,467$18.29M3.1%+6.6%0.020%
5/14/2024 CreativeOne Wealth LLC8,450$1.35M0.1%+38.8%0.001%
5/14/2024 Delap Wealth Advisory LLC1,990$318K0.1%N/A0.000%
5/14/2024 Fayez Sarofim & Co13,444$2.15M0.0%-4.1%0.002%
5/14/2024 Shell Asset Management Co.57,018$9.11M0.4%-16.9%0.010%
5/14/2024 Sax Wealth Advisors LLC2,424$387K0.0%+5.4%0.000%
5/14/2024 Crewe Advisors LLC1,399$224K0.0%N/A0.000%
5/14/2024 Ossiam375,787$60.06M1.1%+23.0%0.064%
5/14/2024 Natixis Investment Managers International1,006$161K0.0%-14.2%0.000%
5/14/2024 Tiemann Investment Advisors LLC3,655$584K0.3%+4.6%0.001%
5/14/2024 Pitcairn Co.9,831$1.57M0.1%+4.5%0.002%
5/14/2024 Puzo Michael J85,189$13.62M3.8%+6.2%0.015%
5/14/2024 CANADA LIFE ASSURANCE Co527,284$84.25M0.2%+5.5%0.090%
5/14/2024 Oxford Financial Group LTD. LLC2,140$342K0.0%-60.0%0.000%
5/14/2024 American International Group Inc.174,051$27.82M0.1%-1.0%0.030%
5/14/2024 Twin Capital Management Inc.17,174$2.75M0.3%-8.5%0.003%
5/14/2024 Lake Street Advisors Group LLC6,447$1.03M0.0%+41.8%0.001%
5/13/2024 Bessemer Group Inc.3,251,722$519.69M0.9%+67.2%0.556%
5/13/2024 UniSuper Management Pty Ltd14,330$2.29M0.0%+186.5%0.002%
5/13/2024 Clearbridge Investments LLC1,231,652$196.84M0.2%+3.2%0.211%
5/13/2024 Invesco LLC2,535$405K0.2%-20.6%0.000%
5/13/2024 O Shaughnessy Asset Management LLC55,109$8.81M0.1%+45.7%0.009%
5/13/2024 Ameritas Investment Partners Inc.6,492$1.04M0.0%-2.7%0.001%
5/13/2024 Rockport Wealth LLC3,102$496K0.2%N/A0.001%
5/13/2024 Penobscot Investment Management Company Inc.13,982$2.24M0.2%+5.7%0.002%
5/11/2024 Bahl & Gaynor Inc.68,705$10.98M0.1%-3.0%0.012%
5/11/2024 Lcnb Corp1,760$281K0.1%-8.8%0.000%
5/11/2024 Covestor Ltd862$138K0.1%+23.0%0.000%
5/11/2024 Elevatus Welath Management25,029$4M1.6%+3.2%0.004%
5/11/2024 Ironwood Investment Counsel LLC39,684$6.34M1.1%+2.5%0.007%
5/11/2024 Edgestream Partners L.P.1,969$315K0.0%-54.9%0.000%
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5/11/2024 Ironsides Asset Advisors LLC3,695$591K0.2%+11.6%0.001%
5/10/2024 Allstate Corp1,924$307K0.0%-5.1%0.000%
5/10/2024 Osaic Holdings Inc.80,368$12.84M0.0%-53.5%0.014%
5/10/2024 Acadian Asset Management LLC56,645$9.05M0.0%+377.3%0.010%
5/10/2024 TIAA Trust National Association11,533$1.84M0.0%-15.7%0.002%
5/10/2024 Vanguard Group Inc.50,181,927$8.02B0.2%+0.2%8.577%
5/10/2024 Intech Investment Management LLC42,631$6.81M0.1%-43.1%0.007%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp340,121$54.34M0.1%-7.7%0.058%
5/10/2024 Jupiter Asset Management Ltd.220,368$35.22M0.3%+101.2%0.038%
5/10/2024 M&G Plc62,922$10.07M0.1%N/A0.011%
(Data available from 1/1/2016 forward)

FI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FI shares?

During the previous two years, 1,697 institutional investors and hedge funds held shares of Fiserv. The most heavily invested institutionals were Border to Coast Pensions Partnership Ltd ($51.09B), Vanguard Group Inc. ($8.02B), Price T Rowe Associates Inc. MD ($7.15B), BlackRock Inc. ($5.23B), Dodge & Cox ($4.10B), State Street Corp ($3.20B), and Capital World Investors ($3.01B).Learn more on FI's institutional investors.

What percentage of Fiserv stock is owned by institutional investors?

90.98% of Fiserv stock is owned by institutional investors. Learn more on FI's institutional investor holdings.

Which institutional investors have been buying Fiserv stock?

Of the 1,555 institutional investors that purchased Fiserv stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($570.71M), Price T Rowe Associates Inc. MD ($56.03M), Vanguard Group Inc. ($53.57M), Capital World Investors ($21.03M), Veritas Asset Management LLP ($7.87M), Parnassus Investments LLC ($7.30M), and Massachusetts Financial Services Co. MA ($7.23M).

How much institutional buying is happening at Fiserv?

Institutional investors have bought a total of 942,011,483 shares in the last 24 months. This purchase volume represents approximately $117.86B in transactions.

Which Fiserv major shareholders have been selling company stock?

Of the 1,025 institutional investors that sold Fiserv stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kohlberg Kravis Roberts & Co. L.P. ($22.51M), Parnassus Investments LLC ($6.69M), Harris Associates L P ($6.31M), Veritas Asset Management LLP ($5.85M), Envestnet Asset Management Inc. ($4.37M), Nordea Investment Management AB ($3.36M), and BlueSpruce Investments LP ($2.90M).

How much institutional selling is happening at Fiserv?

Institutional investors have sold a total of 102,763,214 shares in the last 24 months. This volume of shares sold represents approximately $11.07B in transactions.


This page (NYSE:FI) was last updated on 5/19/2024 by MarketBeat.com Staff

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