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Fiserv (FI) Institutional Ownership

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$135.34 -3.60 (-2.59%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$134.93 -0.41 (-0.31%)
As of 08/1/2025 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.
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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)
1254
Total
Institutional Inflows
(last 12 months)
$16.66B
Number of
Institutional Sellers
(last 12 months)
1054
Total
Institutional Outflows
(last 12 months)
$8.26B
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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
8/1/2025Oarsman Capital Inc.45,744$7.89M1.2%-2.7%0.008%
8/1/2025Mendel Money Management8,172$1.41M0.6%N/A0.002%
8/1/2025Redmond Asset Management LLC45,030$7.76M1.9%+2.0%0.008%
8/1/2025New York Life Investment Management LLC83,039$14.32M0.1%-1.2%0.015%
8/1/2025Integral Investment Advisors Inc.8,405$1.45M0.4%+1.1%0.002%
8/1/2025Howard Capital Management Inc.4,248$732K0.0%+22.0%0.001%
8/1/2025First National Trust Co46,924$8.09M0.3%-1.0%0.009%
8/1/2025Clark Asset Management LLC5,130$884K0.1%+375.0%0.001%
8/1/2025May Hill Capital LLC3,437$593K0.2%-2.6%0.001%
8/1/2025Logan Capital Management Inc.52,072$8.98M0.4%-31.3%0.010%
8/1/2025Taylor Financial Group Inc.27,863$4.80M3.0%+0.4%0.005%
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund95,383$16.45M0.2%+2.6%0.018%
8/1/2025Advisory Alpha LLC2,492$430K0.0%+14.3%0.000%
8/1/2025AustralianSuper Pty Ltd9,252$1.60M0.0%-81.7%0.002%
8/1/2025Teacher Retirement System of Texas259,160$44.68M0.2%+11.4%0.048%
8/1/2025Y Intercept Hong Kong Ltd60,319$10.40M0.3%+270.7%0.011%
8/1/2025Transcend Capital Advisors LLC6,836$1.18M0.1%-36.0%0.001%
8/1/2025Bessemer Group Inc.2,518,744$434.26M0.7%-12.7%0.463%
8/1/2025Brookwood Investment Group LLC1,743$301K0.0%N/A0.000%
8/1/2025Ashton Thomas Private Wealth LLC17,253$2.98M0.1%+11.2%0.003%
8/1/2025Solstein Capital LLC248$43K0.0%N/A0.000%
8/1/2025Signature Wealth Management Group11,250$1.94M0.8%+2.1%0.002%
8/1/2025Envestnet Asset Management Inc.1,880,493$324.22M0.1%-0.8%0.346%
7/31/2025 Nisa Investment Advisors LLC223,364$38.51M0.2%-12.6%0.041%
7/31/2025 Resonant Capital Advisors LLC3,154$544K0.0%+5.9%0.001%
7/31/2025 Wealthfront Advisers LLC38,998$6.72M0.0%-30.6%0.007%
7/31/2025 Oppenheimer Asset Management Inc.53,750$9.27M0.1%-11.6%0.010%
7/31/2025 Ingalls & Snyder LLC1,394$240K0.0%-10.1%0.000%
7/31/2025 Interchange Capital Partners LLC386$67K0.0%N/A0.000%
7/31/2025 Brighton Jones LLC10,667$1.84M0.0%-3.1%0.002%
7/31/2025 Linden Thomas Advisory Services LLC21,324$3.68M0.4%N/A0.004%
7/31/2025 Graybill Wealth Management LTD.34,760$5.99M2.0%+4.9%0.006%
7/31/2025 Leavell Investment Management Inc.3,104$535K0.0%-2.3%0.001%
7/31/2025 Burke & Herbert Bank & Trust Co.9,650$1.66M0.4%-1.8%0.002%
7/31/2025 Ramsay Stattman Vela & Price Inc.83,252$14.35M2.7%-1.0%0.015%
7/31/2025 SSA Swiss Advisors AG18,295$3.04M1.5%N/A0.003%
7/31/2025 Fielder Capital Group LLC2,067$356K0.1%-3.4%0.000%
7/31/2025 Curio Wealth LLC416$72K0.0%+41,500.0%0.000%
7/31/2025 State of New Jersey Common Pension Fund D190,985$32.93M0.1%-0.6%0.035%
7/31/2025 Keeler Thomas Management LLC6,551$1.13M0.5%-64.8%0.001%
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7/31/2025 Carrera Capital Advisors1,249$215K0.0%-12.4%0.000%
7/31/2025 Washington Trust Advisors Inc.757$131K0.0%-23.1%0.000%
7/31/2025 Lee Danner & Bass Inc.106,031$18.28M1.4%+23.5%0.020%
7/31/2025 AlphaQuest LLC6,891$1.19M0.1%+53.9%0.001%
7/31/2025 Sumitomo Mitsui Trust Group Inc.1,369,717$236.15M0.1%+5.9%0.252%
7/31/2025 Moloney Securities Asset Management LLC7,042$1.21M0.2%-8.4%0.001%
7/31/2025 Jackson Hole Capital Partners LLC13,271$2.29M0.4%+5.1%0.002%
7/31/2025 Generali Investments Towarzystwo Funduszy Inwestycyjnych4,100$707K0.4%+720.0%0.001%
7/31/2025 GLOBALT Investments LLC GA8,581$1.48M0.1%-1.9%0.002%
7/31/2025 Catalyst Capital Advisors LLC1,088$188K0.0%-6.4%0.000%
7/31/2025 Asset Management One Co. Ltd.240,284$41.43M0.1%+0.8%0.044%
7/31/2025 R Squared Ltd2,928$505K0.3%-10.7%0.001%
7/31/2025 AlTi Global Inc.37,573$6.47M0.2%+447.8%0.007%
7/31/2025 Cardinal Point Capital Management ULC8,607$1.48M0.1%+585.8%0.002%
7/31/2025 Carnegie Investment Counsel62,570$10.79M0.2%+1,229.6%0.012%
7/31/2025 Cadinha & Co. LLC2,440$421K0.1%-97.2%0.000%
7/30/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA2,811,906$484.80M4.3%+1.3%0.517%
7/30/2025 Bleakley Financial Group LLC22,611$3.90M0.1%+12.4%0.004%
7/30/2025 Warther Private Wealth LLC103,980$17.93M4.7%N/A0.019%
7/30/2025 Strategic Blueprint LLC1,977$341K0.0%+4.4%0.000%
7/30/2025 Capital Investment Services of America Inc.236,939$40.85M3.7%+0.2%0.044%
7/30/2025 Tributary Capital Management LLC2,880$497K0.0%+9.5%0.001%
7/30/2025 Freedom Investment Management Inc.5,813$1.00M0.1%+6.0%0.001%
7/30/2025 Ethic Inc.108,739$18.74M0.3%+3.6%0.020%
7/30/2025 Caliber Wealth Management LLC KS10,363$1.79M0.2%+7.8%0.002%
7/30/2025 Adams Diversified Equity Fund Inc.66,300$11.43M0.4%N/A0.012%
7/30/2025 Birch Hill Investment Advisors LLC539,914$93.09M4.1%+1.4%0.099%
7/30/2025 Exencial Wealth Advisors LLC3,076$530K0.0%N/A0.001%
7/30/2025 Brookstone Capital Management9,507$1.64M0.0%+5.8%0.002%
7/30/2025 FNY Investment Advisers LLC1,069$184K0.1%N/A0.000%
7/30/2025 Boit C F David3,250$560K0.3%+51.2%0.001%
7/30/2025 D.A. Davidson & CO.157,309$27.12M0.2%-3.9%0.029%
7/30/2025 Blume Capital Management Inc.2,845$491K0.1%-34.9%0.001%
7/30/2025 Cullen Frost Bankers Inc.61,196$10.55M0.1%+19.8%0.011%
7/30/2025 Wallace Advisory Group LLC2,472$426K0.3%-16.6%0.000%
7/30/2025 Fiduciary Family Office LLC11,046$1.90M0.6%-4.2%0.002%
7/30/2025 Whittier Trust Co.6,613$1.14M0.0%+99.6%0.001%
7/30/2025 Lafayette Investments Inc.2,288$394K0.1%-39.6%0.000%
7/30/2025 Aurora Investment Counsel4,060$700K0.4%-1.8%0.001%
7/30/2025 Atlantic Edge Private Wealth Management LLC18,423$3.18M0.9%-3.7%0.003%
7/30/2025 Securian Asset Management Inc.28,987$5.00M0.1%-3.9%0.005%
7/30/2025 Pittenger & Anderson Inc.2,881,801$496.85M18.2%+0.1%0.530%
7/30/2025 WESPAC Advisors SoCal LLC9,316$1.61M0.4%+96.0%0.002%
7/30/2025 DekaBank Deutsche Girozentrale380,495$66.04M0.1%+1.3%0.070%
7/30/2025 Journey Advisory Group LLC4,576$789K0.1%-2.5%0.001%
7/30/2025 North Point Portfolio Managers Corp OH123,689$21.33M3.7%-1.1%0.023%
7/30/2025 First Interstate Bank8,437$1.46M0.1%-4.8%0.002%
7/30/2025 Drive Wealth Management LLC5,311$916K0.2%-6.1%0.001%
7/30/2025 Schnieders Capital Management LLC2,782$480K0.1%+21.0%0.001%
7/29/2025 Stephens Inc. AR21,316$3.68M0.1%-3.9%0.004%
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7/29/2025 Cidel Asset Management Inc.10,791$1.86M0.1%+675.2%0.002%
7/29/2025 Forvis Mazars Wealth Advisors LLC20,653$3.56M0.1%-3.6%0.004%
7/29/2025 Chicago Partners Investment Group LLC2,005$346K0.0%+31.0%0.000%
7/29/2025 Wendell David Associates Inc.132,505$22.85M2.3%-1.2%0.024%
7/29/2025 John G Ullman & Associates Inc.36,782$6.34M0.9%-3.8%0.007%
7/29/2025 Goldstein Advisors LLC1,500$259K0.0%-13.9%0.000%
7/29/2025 International Assets Investment Management LLC2,083$359K0.0%-16.9%0.000%
7/29/2025 Palmer Knight Co50,186$8.65M3.7%+5.1%0.009%
7/29/2025 Mutual of America Capital Management LLC63,586$10.96M0.1%-3.9%0.011%
7/29/2025 Albert D Mason Inc.14,509$2.50M1.8%-7.1%0.003%
(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, 2,080 institutional investors and hedge funds held shares of Fiserv. The most heavily invested institutionals were Vanguard Group Inc. ($11.06B), Price T Rowe Associates Inc. MD ($6.93B), Dodge & Cox ($6.76B), BlackRock Inc. ($5.23B), State Street Corp ($4.30B), Capital World Investors ($4.03B), and JPMorgan Chase & Co. ($3.39B).Learn more on Fiserv's institutional investors.

What percentage of Fiserv's stock is owned by institutional investors?

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

Which institutional investors have been buying Fiserv's stock?

Of the 1,903 institutional investors that purchased Fiserv's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Vanguard Group Inc. ($51.93M), Price T Rowe Associates Inc. MD ($44.72M), Capital World Investors ($21.03M), Norges Bank ($13.43M), Massachusetts Financial Services Co. MA ($8.67M), Nuveen LLC ($7.80M), and Northern Trust Corp ($7.09M).

How much institutional buying is happening at Fiserv?

Institutional investors have bought a total of 81,985,671 shares in the last 24 months. This purchase volume represents approximately $16.66B in transactions.

Which of Fiserv's major shareholders have been selling company stock?

Of the 1,052 institutional investors that sold Fiserv's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($3.78M), ValueAct Holdings L.P. ($2.55M), Dodge & Cox ($2.13M), Kovitz Investment Group Partners LLC ($2.12M), Longview Partners Guernsey LTD ($1.83M), Parnassus Investments LLC ($1.49M), and Bessemer Group Inc. ($1.32M).

How much institutional selling is happening at Fiserv?

Institutional investors have sold a total of 41,312,907 shares in the last 24 months. This volume of shares sold represents approximately $8.26B in transactions.


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This page (NYSE:FI) was last updated on 8/2/2025 by MarketBeat.com Staff
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