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Fiserv (FI) Institutional Ownership

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$221.84 +0.05 (+0.02%)
As of 12:18 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)
1129
Total
Institutional Inflows
(last 12 months)
$10.99B
Number of
Institutional Sellers
(last 12 months)
905
Total
Institutional Outflows
(last 12 months)
$5.86B
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FI Institutional Buying and Selling by Quarter

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Fiserv Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/24/2025 Wellington Management Group LLP43,307$8.90M0.0%-14.0%0.008%
3/17/2025 NorthCrest Asset Manangement LLC31,264$6.42M0.2%-3.2%0.006%
3/12/2025 Centaurus Financial Inc.2,588$532K0.0%+6.8%0.000%
3/11/2025 Campbell Deegan Wealth Management LLC1,249$257K0.3%N/A0.000%
3/5/2025 Financial Insights Inc.1,025$211K0.1%-68.9%0.000%
3/4/2025 Dogwood Wealth Management LLC6,827$1.40M0.7%+142.1%0.001%
3/4/2025 Siemens Fonds Invest GmbH8,851$1.82M0.1%-56.4%0.002%
3/3/2025 Forthright Family Wealth Advisory LLC1,028$211K0.1%-4.3%0.000%
2/28/2025 Park Square Financial Group LLC134$28K0.0%N/A0.000%
2/28/2025 Menard Financial Group LLC818$168K0.1%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH434,803$89.32M0.2%N/A0.077%
2/27/2025 Landaas & Co. WI ADV8,359$1.72M0.5%-2.4%0.001%
2/27/2025 Pinnacle Wealth Planning Services Inc.1,296$266K0.0%-48.5%0.000%
2/27/2025 Carolinas Wealth Consulting LLC270$55K0.0%+1,025.0%0.000%
2/26/2025 Virtue Capital Management LLC1,062$218K0.0%-8.9%0.000%
2/25/2025 Heck Capital Advisors LLC2,766$568K0.0%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.9,028$1.85M0.1%-4.3%0.002%
2/25/2025 Integrated Advisors Network LLC5,090$1.05M0.0%-7.7%0.001%
2/25/2025 Polar Asset Management Partners Inc.130,000$26.71M0.3%N/A0.023%
2/24/2025 H&H Retirement Design & Management INC1,846$379K0.2%-12.0%0.000%
2/24/2025 Great Valley Advisor Group Inc.77,674$15.96M0.4%-2.8%0.014%
2/24/2025 Challenger Wealth Management1,000$205K0.2%N/A0.000%
2/21/2025 Ascent Group LLC27,679$5.69M0.4%+5.5%0.005%
2/21/2025 Gould Capital LLC7,388$1.52M1.1%-2.7%0.001%
2/21/2025 Putney Financial Group LLC798$164K0.1%N/A0.000%
2/21/2025 Perennial Advisors LLC74,835$15.37M3.3%N/A0.013%
2/21/2025 AlphaCore Capital LLC1,415$291K0.1%N/A0.000%
2/20/2025 Mackenzie Financial Corp394,288$81.00M0.1%+26.9%0.069%
2/20/2025 Forum Financial Management LP5,272$1.08M0.0%+2.3%0.001%
2/20/2025 Michels Family Financial LLC3,410$700K0.6%N/A0.001%
2/20/2025 Drucker Wealth 3.0 LLC4,668$959K0.2%-2.8%0.001%
2/19/2025 North Star Asset Management Inc.296,388$60.88M2.7%-2.9%0.052%
2/19/2025 University of Texas Texas AM Investment Management Co.23,871$4.90M0.6%+2,570.1%0.004%
2/19/2025 Public Employees Retirement System of Ohio266,291$54.70M0.2%+3.3%0.047%
2/18/2025 Pacific Point Advisors LLC6,182$1.32M0.8%N/A0.001%
2/18/2025 Vega Investment Solutions122$25K0.0%N/A0.000%
2/18/2025 Investment Management Corp VA ADV2,297$472K0.4%N/A0.000%
2/18/2025 Sunbelt Securities Inc.294$61K0.0%+568.2%0.000%
2/18/2025 GTS Securities LLC4,591$943K0.0%-80.9%0.001%
2/18/2025 Breed s Hill Capital LLC1,121$230K0.1%N/A0.000%
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2/18/2025 Vise Technologies Inc.8,578$1.76M0.1%+40.9%0.002%
2/18/2025 Connecticut Wealth Management LLC2,569$528K0.0%+7.7%0.000%
2/18/2025 Headinvest LLC65,667$13.49M2.5%-2.6%0.012%
2/18/2025 Mosaic Family Wealth Partners LLC974$200K0.0%N/A0.000%
2/18/2025 Pinkerton Retirement Specialists LLC1,186$244K0.0%N/A0.000%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp407,445$83.70M0.5%+3.2%0.072%
2/18/2025 Focus Partners Advisor Solutions LLC2,828$581K0.0%-2.8%0.000%
2/18/2025 CSS LLC IL5,560$1.14M0.1%-2.5%0.001%
2/18/2025 First Heartland Consultants Inc.1,702$350K0.0%-61.3%0.000%
2/18/2025 Continuum Advisory LLC1,282$263K0.0%+10.5%0.000%
2/18/2025 Mpwm Advisory Solutions LLC264$54K0.0%N/A0.000%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC4,616,841$948.39M0.2%+9.1%0.812%
2/17/2025 USS Investment Management Ltd94,970$19.52M0.1%-4.5%0.017%
2/17/2025 Vista Investment Management2,990$614K0.2%-12.5%0.001%
2/17/2025 Voloridge Investment Management LLC312,282$64.15M0.2%+242.8%0.055%
2/17/2025 Worldquant Millennium Advisors LLC2,698$554K0.0%N/A0.000%
2/17/2025 Waverly Advisors LLC7,500$1.54M0.0%+325.7%0.001%
2/17/2025 Wellington Wealth Strategies LLC.7,641$1.57M1.5%N/A0.001%
2/17/2025 Woodline Partners LP34,166$7.02M0.0%N/A0.006%
2/17/2025 Zurich Insurance Group Ltd FI371,582$76.33M0.6%+17.9%0.065%
2/17/2025 Vident Advisory LLC137,704$28.29M0.5%+552.5%0.024%
2/17/2025 Sovereign s Capital Management LLC16,954$3.48M2.2%N/A0.003%
2/17/2025 WBI Investments LLC3,898$801K0.2%-1.9%0.001%
2/17/2025 Wexford Capital LP10,794$2.22M0.4%+28.2%0.002%
2/17/2025 Tidal Investments LLC71,333$14.65M0.1%+109.6%0.013%
2/17/2025 State of Wyoming2,269$466K0.1%+283.9%0.000%
2/17/2025 Steamboat Capital Partners LLC89,879$18.46M5.7%+14.7%0.016%
2/17/2025 Strategic Wealth Partners Ltd.3,461$711K0.1%-16.4%0.001%
2/17/2025 Toronto Dominion Bank147,442$30.29M0.0%-24.6%0.026%
2/17/2025 Second Line Capital LLC1,030$212K0.1%N/A0.000%
2/17/2025 Snowden Capital Advisors LLC33,525$6.89M0.2%-1.3%0.006%
2/17/2025 Siemens Fonds Invest GmbH8,851$1.82M0.1%-56.4%0.002%
2/17/2025 Shell Asset Management Co.64,155$13.18M0.6%+13.7%0.011%
2/17/2025 Silvercrest Asset Management Group LLC47,494$9.76M0.1%N/A0.008%
2/17/2025 Sora Investors LLC95,863$19.69M2.2%+111.8%0.017%
2/17/2025 Royal Bank of Canada1,481,250$304.28M0.1%-1.6%0.260%
2/17/2025 Rafferty Asset Management LLC200,722$41.23M0.1%+2.8%0.035%
2/17/2025 Raiffeisen Bank International AG4,240$875K0.0%N/A0.001%
2/17/2025 Redwood Grove Capital LLC99,232$20.38M6.3%-6.3%0.017%
2/17/2025 Point72 Asia Singapore Pte. Ltd.7,142$1.47M0.4%N/A0.001%
2/17/2025 Point72 Europe London LLP108,200$22.23M1.3%N/A0.019%
2/17/2025 Polar Asset Management Partners Inc.130,000$26.71M0.4%N/A0.023%
2/17/2025 Polar Capital Holdings Plc57,151$11.74M0.1%-52.2%0.010%
2/17/2025 Port Capital LLC336,427$69.11M3.2%-3.6%0.059%
2/17/2025 ProShare Advisors LLC121,925$25.05M0.1%+10.2%0.021%
2/17/2025 Quantinno Capital Management LP50,913$10.46M0.1%+24.3%0.009%
2/17/2025 Pathstone Holdings LLC71,884$14.77M0.1%+2.8%0.013%
2/17/2025 Parkwood LLC54,631$11.22M1.2%N/A0.010%
2/17/2025 Patient Capital Management LLC10,042$2.06M0.1%-92.4%0.002%
2/17/2025 Mufg Securities Americas Inc.8,398$1.73M0.2%N/A0.001%
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2/17/2025 Man Group plc85,458$17.56M0.0%+90.2%0.015%
2/17/2025 Nissay Asset Management Corp Japan ADV71,870$14.95M0.1%-2.1%0.013%
2/17/2025 Nomura Holdings Inc.30,951$6.36M0.0%+172.9%0.005%
2/17/2025 Night Owl Capital Management LLC270,029$55.47M7.2%+3.3%0.047%
2/17/2025 NorthRock Partners LLC6,287$1.29M0.0%+69.8%0.001%
2/17/2025 Nuveen Asset Management LLC6,936,554$1.42B0.4%+5.2%1.219%
2/17/2025 OMERS ADMINISTRATION Corp29,845$6.13M0.1%+26.3%0.005%
2/17/2025 Obermeyer Wealth Partners2,581$530K0.0%-16.2%0.000%
2/17/2025 Maytus Capital Management LLC9,000$1.85M0.6%N/A0.002%
2/17/2025 Napa Wealth Management5,129$1.05M0.5%N/A0.001%
(Data available from 1/1/2016 forward)

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FI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FI shares?

During the previous two years, 1,983 institutional investors and hedge funds held shares of Fiserv. The most heavily invested institutionals were Vanguard Group Inc. ($10.18B), Price T Rowe Associates Inc. MD ($6.99B), Dodge & Cox ($6.61B), BlackRock Inc. ($5.23B), State Street Corp ($4.30B), Capital World Investors ($4.03B), and Geode Capital Management LLC ($2.44B).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 1,812 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 ($570.66M), Vanguard Group Inc. ($51.39M), Price T Rowe Associates Inc. MD ($46.36M), Capital World Investors ($21.03M), Norges Bank ($13.43M), FMR LLC ($9.32M), and Massachusetts Financial Services Co. MA ($8.42M).

How much institutional buying is happening at Fiserv?

Institutional investors have bought a total of 940,483,027 shares in the last 24 months. This purchase volume represents approximately $122.71B in transactions.

Which Fiserv major shareholders have been selling company stock?

Of the 1,184 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 ($6.50M), Harris Associates L P ($4.48M), Envestnet Asset Management Inc. ($4.33M), Veritas Asset Management LLP ($3.30M), ValueAct Holdings L.P. ($2.55M), BlueSpruce Investments LP ($2.55M), and Nordea Investment Management AB ($2.48M).

How much institutional selling is happening at Fiserv?

Institutional investors have sold a total of 77,446,870 shares in the last 24 months. This volume of shares sold represents approximately $11.27B in transactions.


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This page (NYSE:FI) was last updated on 3/25/2025 by MarketBeat.com Staff
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