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Fiserv (FI) Institutional Ownership

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$208.67 +2.41 (+1.17%)
As of 01/17/2025 03:59 PM Eastern
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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)
1274
Total
Institutional Inflows
(last 12 months)
$31.61B
Number of
Institutional Sellers
(last 12 months)
648
Total
Institutional Outflows
(last 12 months)
$2.62B
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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
1/17/2025 Apeiron RIA LLC2,925$601K0.2%-2.8%0.001%
1/17/2025 Veracity Capital LLC8,374$1.72M0.6%-14.6%0.001%
1/17/2025 Secure Asset Management LLC2,790$573K0.1%-73.9%0.000%
1/17/2025 Donoghue Forlines LLC10,474$2.15M0.7%N/A0.002%
1/17/2025 Trust Co. of Oklahoma21,798$4.48M1.4%-2.4%0.004%
1/17/2025 Avior Wealth Management LLC26,485$5.44M0.2%-11.1%0.005%
1/17/2025 Raleigh Capital Management Inc.1,487$305K0.1%-50.5%0.000%
1/17/2025 D.B. Root & Company LLC2,317$476K0.2%-14.5%0.000%
1/17/2025 Mutual Advisors LLC5,802$1.20M0.0%+5.4%0.001%
1/17/2025 True North Advisors LLC7,634$1.57M0.4%+1.0%0.001%
1/17/2025 Wendell David Associates Inc.135,300$27.79M2.7%-0.9%0.024%
1/17/2025 Wesbanco Bank Inc.7,224$1.48M0.1%-1.9%0.001%
1/17/2025 Janney Montgomery Scott LLC64,287$13.21M0.0%+7.0%0.011%
1/17/2025 Bartlett & CO. Wealth Management LLC6,755$1.39M0.0%+4.6%0.001%
1/17/2025 SG Americas Securities LLC6,129$1.26M0.0%-94.0%0.001%
1/17/2025 Baker Ellis Asset Management LLC42,665$8.76M1.3%-0.4%0.007%
1/17/2025 Park Place Capital Corp7,559$1.55M0.4%+7.9%0.001%
1/17/2025 Daymark Wealth Partners LLC1,581$325K0.0%+41.3%0.000%
1/17/2025 Albion Financial Group UT138,884$28.53M2.0%-0.6%0.024%
1/17/2025 Advisory Alpha LLC1,946$400K0.0%+29.2%0.000%
1/17/2025 Dakota Wealth Management12,989$2.67M0.1%+3.0%0.002%
1/17/2025 Eads & Heald Wealth Management16,583$3.41M1.7%-10.7%0.003%
1/17/2025 Nisa Investment Advisors LLC272,741$56.03M0.2%+1.5%0.048%
1/17/2025 Simon Quick Advisors LLC1,882$387K0.0%-10.6%0.000%
1/17/2025 Beaumont Financial Advisors LLC2,210$454K0.0%N/A0.000%
1/17/2025 Aspire Private Capital LLC3,905$802K0.2%-5.8%0.001%
1/17/2025 Fort Washington Investment Advisors Inc. OH1,934$397K0.0%-26.9%0.000%
1/17/2025 Atomi Financial Group Inc.5,346$1.10M0.1%+9.2%0.001%
1/17/2025 Chesley Taft & Associates LLC59,687$12.26M0.6%-1.0%0.010%
1/17/2025 Alpha Cubed Investments LLC20,322$4.18M0.2%-3.3%0.004%
1/17/2025 Clear Harbor Asset Management LLC3,098$636K0.1%N/A0.001%
1/17/2025 Perpetual Ltd3,576$735K0.0%+70.1%0.001%
1/16/2025 Legal Advantage Investments Inc.53,917$11.08M5.9%-3.5%0.009%
1/16/2025 Crossmark Global Holdings Inc.35,571$7.31M0.1%-0.5%0.006%
1/16/2025 Chesapeake Wealth Management4,664$958K0.3%-2.5%0.001%
1/16/2025 Ballentine Partners LLC7,990$1.64M0.0%+1.0%0.001%
1/16/2025 Atwood & Palmer Inc.566$116K0.0%-46.9%0.000%
1/16/2025 ZWJ Investment Counsel Inc.273,837$56.25M2.3%-1.1%0.048%
1/16/2025 Addenda Capital Inc.75,355$15.48M0.7%+5.4%0.013%
1/16/2025 Abacus Wealth Partners LLC1,329$273K0.0%+12.3%0.000%
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1/16/2025 CMH Wealth Management LLC39,497$8.11M1.9%-2.2%0.007%
1/16/2025 Leonard Rickey Investment Advisors P.L.L.C.1,047$215K0.0%N/A0.000%
1/16/2025 Central Bank & Trust Co.4,071$836K0.1%-36.6%0.001%
1/16/2025 Sky Investment Group LLC4,108$844K0.2%+79.4%0.001%
1/16/2025 Mountain Pacific Investment Advisers LLC454,272$93.32M6.6%-1.6%0.080%
1/16/2025 Harbor Investment Advisory LLC13,899$2.86M0.3%-1.6%0.002%
1/16/2025 LaFleur & Godfrey LLC18,116$3.72M0.5%+0.4%0.003%
1/16/2025 Lionsbridge Wealth Management LLC8,193$1.68M1.4%-8.8%0.001%
1/16/2025 MassMutual Private Wealth & Trust FSB135,569$27.85M0.8%-1.4%0.024%
1/16/2025 AMI Investment Management Inc.22,503$4.62M1.5%-15.3%0.004%
1/16/2025 UMB Bank n.a.9,022$1.85M0.0%-38.2%0.002%
1/16/2025 Gilman Hill Asset Management LLC35,111$7.21M1.3%-2.8%0.006%
1/16/2025 City Holding Co.14,718$3.02M0.4%+6.1%0.003%
1/16/2025 Annex Advisory Services LLC12,414$2.55M0.1%-3.6%0.002%
1/16/2025 Hall Laurie J Trustee18,285$3.76M1.2%-0.7%0.003%
1/16/2025 Cascade Investment Group Inc.3,433$705K0.5%-2.0%0.001%
1/16/2025 Grove Bank & Trust379$78K0.0%+226.7%0.000%
1/16/2025 Artemis Investment Management LLP424,802$87.26M1.2%-17.7%0.075%
1/16/2025 Romano Brothers AND Company73,927$15.19M1.9%-0.4%0.013%
1/16/2025 Cadinha & Co. LLC90,758$18.64M3.1%+798.0%0.016%
1/15/2025 HF Advisory Group LLC3,932$808K0.4%-11.0%0.001%
1/15/2025 Aaron Wealth Advisors LLC2,992$615K0.1%+12.5%0.001%
1/15/2025 Sandy Cove Advisors LLC4,934$1.01M0.4%+1.5%0.001%
1/15/2025 Bowman & Co S.C.7,935$1.63M0.8%+4.8%0.001%
1/15/2025 Monarch Capital Management Inc.29,794$6.12M1.7%-1.5%0.005%
1/15/2025 IAM Advisory LLC1,328$273K0.1%N/A0.000%
1/15/2025 Ameritas Advisory Services LLC15,372$3.16M0.1%+42.2%0.003%
1/15/2025 Trust Co. of Vermont6,839$1.41M0.1%+170.4%0.001%
1/15/2025 Value Holdings Management CO. LLC35,000$7.19M1.3%+6.1%0.006%
1/15/2025 Premier Path Wealth Partners LLC2,486$511K0.1%+2.6%0.000%
1/15/2025 Sanibel Captiva Trust Company Inc.8,022$1.65M0.1%+32.4%0.001%
1/15/2025 Arkadios Wealth Advisors2,344$482K0.0%-6.9%0.000%
1/15/2025 Canoe Financial LP166,706$34.25M0.5%-0.9%0.029%
1/15/2025 Holland Advisory Services Inc.1,014$208K0.3%N/A0.000%
1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.2,915$599K0.1%-1.7%0.001%
1/15/2025 Trivant Custom Portfolio Group LLC5,070$1.04M0.6%+2.1%0.001%
1/15/2025 Brooklyn Investment Group4,414$907K0.3%-2.1%0.001%
1/15/2025 Carderock Capital Management Inc.51,555$10.59M2.7%-4.0%0.009%
1/15/2025 Albert D Mason Inc.16,179$3.32M2.2%-15.7%0.003%
1/15/2025 Professional Advisory Services Inc.139,714$28.70M4.0%-26.9%0.025%
1/15/2025 Merit Financial Group LLC19,803$4.07M0.1%+146.9%0.003%
1/15/2025 Wedge Capital Management L L P NC991$204K0.0%N/A0.000%
1/15/2025 First National Bank of Mount Dora Trust Investment Services2,368$486K0.1%-5.1%0.000%
1/15/2025 Relyea Zuckerberg Hanson LLC1,645$338K0.0%+20.0%0.000%
1/15/2025 Wealthcare Advisory Partners LLC1,752$360K0.0%+3.0%0.000%
1/15/2025 Woodstock Corp69,792$14.34M1.4%-0.5%0.012%
1/15/2025 RDA Financial Network14,951$3.07M0.9%+103.9%0.003%
1/15/2025 KMG Fiduciary Partners LLC3,653$750K0.1%-10.5%0.001%
1/15/2025 Empirical Asset Management LLC62,522$12.84M0.4%N/A0.011%
1/15/2025 Eagle Rock Investment Company LLC50,004$10.27M1.7%-0.4%0.009%
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1/15/2025 Central Valley Advisors LLC11,324$2.33M1.1%+0.5%0.002%
1/15/2025 Salvus Wealth Management LLC15,541$3.19M2.0%-0.3%0.003%
1/15/2025 Certified Advisory Corp5,717$1.17M0.1%-8.4%0.001%
1/15/2025 Fermata Advisors LLC1,323$272K0.1%+10.7%0.000%
1/15/2025 Cypress Wealth Services LLC1,318$271K0.1%+6.1%0.000%
1/15/2025 Retireful LLC3,467$712K0.4%N/A0.001%
1/15/2025 Ritholtz Wealth Management5,106$1.05M0.0%+24.2%0.001%
1/15/2025 Carnegie Investment Counsel3,921$805K0.0%+91.8%0.001%
1/15/2025 Legacy Wealth Asset Management LLC3,799$780K0.2%-4.4%0.001%
1/15/2025 Gateway Investment Advisers LLC1,114$229K0.0%-18.0%0.000%
(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, 1,767 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 1,610 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 924,457,826 shares in the last 24 months. This purchase volume represents approximately $117.62B in transactions.

Which Fiserv major shareholders have been selling company stock?

Of the 1,090 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), Nordea Investment Management AB ($2.56M), ValueAct Holdings L.P. ($2.55M), and BlueSpruce Investments LP ($2.55M).

How much institutional selling is happening at Fiserv?

Institutional investors have sold a total of 72,603,256 shares in the last 24 months. This volume of shares sold represents approximately $9.11B in transactions.


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This page (NYSE:FI) was last updated on 1/20/2025 by MarketBeat.com Staff
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