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Fiserv (FI) Institutional Ownership

Fiserv logo
$206.05 +3.79 (+1.87%)
(As of 12/20/2024 05:31 PM ET)
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Institutional Ownership Changes (13F Filings) for Fiserv (NYSE:FI)

Current
Institutional Ownership
Percentage
90.98%
Number of
Institutional Buyers
(last 12 months)
1354
Total
Institutional Inflows
(last 12 months)
$33.00B
Number of
Institutional Sellers
(last 12 months)
613
Total
Institutional Outflows
(last 12 months)
$2.43B
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FI Institutional Buying and Selling by Quarter

Fiserv Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/19/2024 Principal Financial Group Inc.922,010$165.64M0.1%-0.3%0.162%
12/16/2024 SMART Wealth LLC1,216$218K0.1%-11.2%0.000%
12/13/2024 Lord Abbett & CO. LLC348,021$62.52M0.2%-5.0%0.061%
12/13/2024 B. Riley Wealth Advisors Inc.9,437$1.72M0.0%-49.4%0.002%
12/11/2024 1ST Source Bank4,760$855K0.0%+2.3%0.001%
12/10/2024 Birmingham Capital Management Co. Inc. AL1,212$218K0.1%N/A0.000%
12/9/2024 Forthright Family Wealth Advisory LLC1,074$193K0.1%N/A0.000%
12/6/2024 Logan Capital Management Inc.85,160$15.30M0.6%-1.6%0.015%
12/6/2024 Retirement Systems of Alabama126,123$22.66M0.1%-2.3%0.022%
12/3/2024 Oddo BHF Asset Management Sas8,678$1.56M0.1%N/A0.002%
11/27/2024 Franklin Resources Inc.2,671,238$516.16M0.1%-0.6%0.470%
11/26/2024 Peapack Gladstone Financial Corp57,874$10.40M0.1%-12.4%0.010%
11/25/2024 Synovus Financial Corp110,567$19.86M0.2%+67.4%0.019%
11/25/2024 Tidal Investments LLC34,032$6.11M0.1%+10.5%0.006%
11/25/2024 Wilmington Savings Fund Society FSB17,314$3.11M0.1%+332.9%0.003%
11/25/2024 Arvest Bank Trust Division119,062$21.39M1.2%N/A0.021%
11/25/2024 World Investment Advisors LLC55,802$10.03M0.2%+1,469.7%0.010%
11/25/2024 Sanctuary Advisors LLC41,355$7.43M0.0%-29.0%0.007%
11/21/2024 Anchor Investment Management LLC35,463$6.37M0.6%+1.4%0.006%
11/21/2024 SkyView Investment Advisors LLC5,275$948K0.2%+4.4%0.001%
11/20/2024 Passumpsic Savings Bank13,694$2.46M1.6%-1.3%0.002%
11/19/2024 Invst LLC1,175$211K0.0%N/A0.000%
11/19/2024 M&T Bank Corp140,460$25.23M0.1%+12.0%0.025%
11/19/2024 TCW Group Inc.739,690$132.89M1.2%+10.1%0.130%
11/18/2024 Rehmann Capital Advisory Group5,404$971K0.1%-7.9%0.001%
11/18/2024 TD Private Client Wealth LLC3,280$589K0.0%+2.3%0.001%
11/18/2024 Virtue Capital Management LLC1,166$209K0.0%-14.7%0.000%
11/18/2024 Fortem Financial Group LLC5,990$1.08M0.4%N/A0.001%
11/18/2024 Arete Wealth Advisors LLC1,620$291K0.0%-40.0%0.000%
11/18/2024 Teachers Retirement System of The State of Kentucky215,985$38.80M0.3%-1.9%0.038%
11/18/2024 Toronto Dominion Bank195,622$35.14M0.1%-13.3%0.034%
11/18/2024 Chiron Investment Management LLC26,213$4.71M1.7%N/A0.005%
11/18/2024 Neo Ivy Capital Management1,340$240K0.1%N/A0.000%
11/18/2024 Coldstream Capital Management Inc.14,419$2.64M0.1%+14.0%0.003%
11/16/2024 Geode Capital Management LLC11,672,374$2.09B0.2%-0.1%2.052%
11/15/2024 Foyston Gordon & Payne Inc95,998$17.25M4.3%-7.4%0.017%
11/15/2024 Prestige Wealth Management Group LLC182$33K0.0%-89.2%0.000%
11/15/2024 Resources Management Corp CT ADV42,138$7.57M1.0%-1.0%0.007%
11/15/2024 M&T Bank Corp140,460$25.23M0.1%+12.0%0.025%
11/15/2024 Barclays PLC1,685,157$302.74M0.1%+3.0%0.296%
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11/15/2024 Continuum Advisory LLC1,160$208K0.0%+21.0%0.000%
11/15/2024 LRI Investments LLC20,426$3.67M0.3%+2,305.9%0.004%
11/15/2024 Geller Advisors LLC2,682$482K0.0%-21.2%0.000%
11/15/2024 Drucker Wealth 3.0 LLC4,803$863K0.2%+4.5%0.001%
11/15/2024 Public Employees Retirement System of Ohio257,843$46.32M0.2%-2.0%0.045%
11/15/2024 Cape Cod Five Cents Savings Bank1,376$247K0.0%-14.4%0.000%
11/15/2024 Nomura Asset Management Co. Ltd.173,054$31.09M0.1%+6.0%0.030%
11/15/2024 MML Investors Services LLC121,428$21.82M0.1%+11.4%0.021%
11/15/2024 First National Bank of Omaha22,331$4.01M0.3%-25.2%0.004%
11/15/2024 Dean Investment Associates LLC7,280$1.31M0.2%-8.6%0.001%
11/15/2024 Headinvest LLC67,397$12.11M2.2%-2.1%0.012%
11/15/2024 Orion Portfolio Solutions LLC41,073$7.38M0.2%-10.7%0.007%
11/15/2024 World Investment Advisors LLC193,005$34.67M0.2%+5,329.1%0.034%
11/15/2024 XTX Topco Ltd12,869$2.31M0.2%+20.1%0.002%
11/15/2024 Zacks Investment Management141,147$25.36M0.2%+14.6%0.025%
11/15/2024 Zurich Insurance Group Ltd FI315,148$56.62M0.5%-8.9%0.055%
11/15/2024 DF Dent & Co. Inc.34,745$6.24M0.1%-1.7%0.006%
11/15/2024 National Bank of Canada FI25,529$4.59M0.0%-6.7%0.004%
11/15/2024 iA Global Asset Management Inc.66,708$11.98M0.2%+1,260.8%0.012%
11/15/2024 EP Wealth Advisors LLC12,373$2.22M0.0%+0.8%0.002%
11/15/2024 United Services Automobile Association13,553$2.44M0.1%-18.0%0.002%
11/15/2024 Insigneo Advisory Services LLC2,507$450K0.0%-23.2%0.000%
11/15/2024 Kovitz Investment Group Partners LLC632,554$109.70M0.7%+788.7%0.111%
11/15/2024 Voya Financial Advisors Inc.6,520$1.16M0.1%-0.9%0.001%
11/15/2024 Wellington Management Group LLP50,386$9.05M0.0%+80.1%0.009%
11/15/2024 WESCAP Management Group Inc.16,340$2.94M0.7%-1.7%0.003%
11/15/2024 Wexford Capital LP8,419$1.51M0.4%N/A0.001%
11/15/2024 Weiss Asset Management LP43,508$7.82M0.2%+222.7%0.008%
11/15/2024 Sora Investors LLC45,259$8.13M1.4%N/A0.008%
11/15/2024 Stansberry Asset Management LLC105,700$18.99M2.4%+1.7%0.019%
11/15/2024 State Street Corp23,940,187$4.30B0.2%-0.9%4.208%
11/15/2024 Stifel Financial Corp279,469$50.21M0.1%+10.5%0.049%
11/15/2024 SageView Advisory Group LLC1,386$249K0.0%-29.2%0.000%
11/15/2024 Quantinno Capital Management LP40,972$7.36M0.1%+19.6%0.007%
11/15/2024 Royal London Asset Management Ltd.259,264$46.58M0.1%+3.7%0.046%
11/15/2024 Redwood Grove Capital LLC105,862$19.02M5.2%+17.4%0.019%
11/15/2024 Redwood Investment Management LLC9,747$1.74M0.2%-1.9%0.002%
11/15/2024 Reynders McVeigh Capital Management LLC35,354$6.35M0.3%-4.2%0.006%
11/15/2024 Port Capital LLC348,951$62.69M2.8%+0.6%0.061%
11/15/2024 Prana Capital Management LP27,144$4.88M0.2%-80.2%0.005%
11/15/2024 IHT Wealth Management LLC3,056$551K0.0%+31.7%0.001%
11/15/2024 Integrated Wealth Concepts LLC14,793$2.66M0.0%-3.9%0.003%
11/15/2024 Investment Management Corp of Ontario25,443$4.57M0.1%+32.9%0.004%
11/15/2024 Janus Henderson Group PLC347,214$62.38M0.0%-0.8%0.061%
11/15/2024 Harber Asset Management LLC25,945$4.66M1.4%-27.0%0.005%
11/15/2024 HighTower Advisors LLC68,558$12.31M0.0%-0.8%0.012%
11/15/2024 HighVista Strategies LLC10,053$1.81M0.6%-35.4%0.002%
11/15/2024 Hilltop Holdings Inc.4,813$865K0.1%+47.5%0.001%
11/15/2024 Centiva Capital LP7,910$1.42M0.0%-73.5%0.001%
11/15/2024 Cheviot Value Management LLC46,489$8.35M1.6%-12.1%0.008%
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11/15/2024 Chevy Chase Trust Holdings LLC308,971$55.51M0.2%-3.4%0.054%
11/15/2024 Aryeh Capital Management Ltd.126,142$22.66M13.6%-14.1%0.022%
11/15/2024 Ascent Group LLC26,236$4.71M0.4%-0.6%0.005%
11/15/2024 Benjamin Edwards Inc.11,622$2.09M0.0%+8,027.3%0.002%
11/15/2024 Erste Asset Management GmbH327,696$58.51M0.7%N/A0.058%
11/14/2024 Timber Creek Capital Management LLC28,294$5.08M1.4%+18.2%0.005%
11/14/2024 Semmax Financial Advisors Inc.7,406$1.33M0.4%-1.9%0.001%
11/14/2024 Cobblestone Capital Advisors LLC NY1,310$235K0.0%N/A0.000%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp394,830$70.93M0.4%-7.8%0.069%
11/14/2024 Edgestream Partners L.P.3,042$546K0.0%-82.4%0.001%
(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, 1,748 institutional investors and hedge funds held shares of Fiserv. The most heavily invested institutionals were Vanguard Group Inc. ($8.02B), Price T Rowe Associates Inc. MD ($7.15B), BlackRock Inc. ($5.23B), State Street Corp ($4.30B), Dodge & Cox ($4.10B), Capital World Investors ($3.01B), and Geode Capital Management LLC ($2.09B).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 1,586 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 ($570.62M), Vanguard Group Inc. ($51.39M), Price T Rowe Associates Inc. MD ($51.29M), Capital World Investors ($21.03M), Veritas Asset Management LLP ($7.87M), Massachusetts Financial Services Co. MA ($7.30M), and FMR LLC ($7.20M).

How much institutional buying is happening at Fiserv?

Institutional investors have bought a total of 923,474,616 shares in the last 24 months. This purchase volume represents approximately $117.40B in transactions.

Which Fiserv major shareholders have been selling company stock?

Of the 1,077 institutional investors that sold Fiserv stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Parnassus Investments LLC ($7.29M), Harris Associates L P ($6.31M), Veritas Asset Management LLP ($5.29M), Envestnet Asset Management Inc. ($4.26M), ValueAct Holdings L.P. ($2.55M), BlueSpruce Investments LP ($2.55M), and Nordea Investment Management AB ($2.09M).

How much institutional selling is happening at Fiserv?

Institutional investors have sold a total of 71,936,804 shares in the last 24 months. This volume of shares sold represents approximately $8.95B in transactions.


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This page (NYSE:FI) was last updated on 12/21/2024 by MarketBeat.com Staff
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