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Fiserv (FI) Institutional Ownership

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$170.57 -2.74 (-1.58%)
Closing price 07/8/2025 03:59 PM Eastern
Extended Trading
$170.26 -0.31 (-0.18%)
As of 07/8/2025 07:56 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)
1200
Total
Institutional Inflows
(last 12 months)
$15.94B
Number of
Institutional Sellers
(last 12 months)
1012
Total
Institutional Outflows
(last 12 months)
$8.19B
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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
7/8/2025Baker Ellis Asset Management LLC40,521$6.99M1.0%-2.9%0.007%
7/8/2025Webster Bank N. A.61,024$10.52M1.1%-0.7%0.011%
7/8/2025NBC Securities Inc.12,072$2.08M0.2%+4.1%0.002%
7/8/2025Apella Capital LLC1,176$204K0.0%-6.2%0.000%
7/8/2025Legacy Private Trust Co.61,229$10.56M0.7%-1.3%0.011%
7/8/2025E. Ohman J or Asset Management AB22,701$3.91M0.1%-9.7%0.004%
7/8/2025Gallacher Capital Management LLC2,001$345K0.2%N/A0.000%
7/8/2025Parallel Advisors LLC12,328$2.13M0.0%+79.6%0.002%
7/7/2025 Trust Co. of Oklahoma21,232$3.66M1.2%+1.7%0.004%
7/7/2025 Capital Asset Advisory Services LLC1,456$251K0.0%-25.4%0.000%
7/7/2025 Wesbanco Bank Inc.7,181$1.24M0.0%-6.5%0.001%
7/7/2025 Delphi Management Inc. MA8,300$1.43M1.4%+22.9%0.001%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.517$89K0.0%-22.7%0.000%
7/7/2025 Centurion Wealth Management LLC6,564$1.13M0.3%-21.5%0.001%
7/7/2025 RDA Financial Network17,199$2.97M0.8%+10.2%0.003%
7/2/2025 Crumly & Associates Inc.4,785$825K0.2%+3.7%0.001%
7/2/2025 First Financial Bank Trust Division24,406$4.21M0.4%-3.5%0.004%
7/2/2025 Jacobs & Co. CA53,993$9.31M0.9%+26.5%0.010%
7/2/2025 LVM Capital Management Ltd. MI5,250$905K0.1%-2.8%0.001%
7/2/2025 Central Pacific Bank Trust Division8,877$1.53M0.2%-1.4%0.002%
7/1/2025 Harbor Investment Advisory LLC15,203$2.62M0.2%+9.6%0.003%
7/1/2025 Cullen Investment Group LTD.13,305$2.29M0.3%+1.2%0.002%
6/26/2025AG2R LA Mondiale Gestion D Actifs21,166$4.67M0.3%N/A0.004%
6/24/2025Rainier Family Wealth Inc.3,208$708K0.8%-4.2%0.001%
6/23/2025Swedbank AB340,946$75.29M0.1%+1.5%0.061%
6/18/2025Voya Investment Management LLC839,878$185.47M0.2%+1.1%0.151%
6/17/2025Howe & Rusling Inc.43,024$9.50M0.8%+4.1%0.008%
6/9/20251248 Management LLC284$63K0.0%N/A0.000%
6/6/2025eCIO Inc.1,167$258K0.1%N/A0.000%
6/4/2025 First Hawaiian Bank50,285$11.10M0.5%-0.8%0.009%
6/3/2025Invst LLC1,117$247K0.0%-5.4%0.000%
6/2/2025Modern Wealth Management LLC1,089$240K0.0%-9.3%0.000%
5/29/2025Apeiron RIA LLC2,810$621K0.2%-3.9%0.001%
5/28/2025Strs Ohio359,648$79.42M0.3%N/A0.065%
5/27/2025Jacobi Capital Management LLC11,377$2.51M0.2%+2.5%0.002%
5/27/2025Carderock Capital Management Inc.47,528$10.50M2.8%-7.8%0.009%
5/21/2025Indiana Trust & Investment Management Co22,767$5.03M1.8%-1.7%0.004%
5/21/2025McAdam LLC1,263$279K0.0%-23.5%0.000%
5/21/2025Acadian Asset Management LLC18,369$4.05M0.0%-20.1%0.003%
5/21/2025Geneos Wealth Management Inc.38,273$8.45M0.3%+10.4%0.007%
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5/21/2025IFM Investors Pty Ltd110,720$24.45M0.3%-1.3%0.020%
5/20/2025Belpointe Asset Management LLC3,124$690K0.0%+13.3%0.001%
5/20/2025Intech Investment Management LLC26,776$5.91M0.1%-31.8%0.005%
5/20/2025Focus Partners Wealth180,886$39.95M0.1%+340.9%0.033%
5/20/2025Glenview Trust co32,779$7.24M0.1%-1.7%0.006%
5/20/2025Plato Investment Management Ltd19,944$4.45M0.4%-21.4%0.004%
5/19/2025SageView Advisory Group LLC1,598$353K0.0%+4.0%0.000%
5/19/2025Advisory Alpha LLC2,180$481K0.0%+12.0%0.000%
5/19/2025 Trinity Financial Advisors LLC18,532$4.02M1.4%-2.5%0.003%
5/19/2025Bayforest Capital Ltd437$97K0.0%N/A0.000%
5/19/2025SCS Capital Management LLC4,340$958K0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC4,616,269$1.02B0.3%0.0%0.833%
5/19/2025Palogic Value Management L.P.1,948$430K0.2%+4.9%0.000%
5/19/2025Optimize Financial Inc1,673$369K0.1%-15.0%0.000%
5/16/2025Woodline Partners LP48,065$10.61M0.1%+40.7%0.009%
5/16/2025Zurich Insurance Group Ltd FI467,276$103.19M0.8%+25.8%0.084%
5/16/2025McIlrath & Eck LLC1,562$345K0.0%+474.3%0.000%
5/16/2025Semmax Financial Advisors Inc.5,961$1.32M0.4%-7.3%0.001%
5/16/2025Empowered Funds LLC41,658$9.20M0.1%+297.0%0.008%
5/16/2025Logan Capital Management Inc.75,845$16.75M0.8%-6.1%0.014%
5/16/2025MBB Public Markets I LLC1,434$317K0.0%N/A0.000%
5/16/2025Ascent Group LLC23,281$5.14M0.2%-15.9%0.004%
5/16/2025Meiji Yasuda Life Insurance Co6,084$1.34M0.0%+122.4%0.001%
5/16/2025Visualize Group LP121,622$26.86M8.8%+60.0%0.022%
5/16/2025Coppell Advisory Solutions LLC1,175$259K0.0%-16.4%0.000%
5/16/2025Meiji Yasuda Asset Management Co Ltd.12,206$2.70M0.1%+7.0%0.002%
5/16/2025Arete Wealth Advisors LLC1,788$395K0.0%-4.9%0.000%
5/16/2025Great Lakes Advisors LLC10,661$2.35M0.0%-1.7%0.002%
5/16/2025Caxton Associates LLP52,239$11.54M0.4%N/A0.009%
5/16/2025Signature Estate & Investment Advisors LLC1,776$392K0.0%+13.7%0.000%
5/16/2025Fred Alger Management LLC2,470$545K0.0%N/A0.000%
5/16/2025Ashton Thomas Private Wealth LLC15,515$3.43M0.1%-14.1%0.003%
5/16/2025Goldman Sachs Group Inc.4,778,795$1.06B0.2%+4.2%0.862%
5/16/2025Laidlaw Wealth Management LLC1,297$286K0.8%N/A0.000%
5/16/2025Resources Management Corp CT ADV41,075$9.07M1.3%-0.9%0.007%
5/16/2025Cape Investment Advisory Inc.4,789$1.06M0.4%-7.4%0.001%
5/16/2025Jones Financial Companies Lllp48,375$10.67M0.0%-58.6%0.009%
5/16/2025Dynamic Technology Lab Private Ltd6,950$1.54M0.2%N/A0.001%
5/16/2025UniSuper Management Pty Ltd186,176$41.11M0.3%+45.2%0.034%
5/16/2025Sandler Capital Management19,460$4.30M1.1%-41.4%0.004%
5/16/2025Punch & Associates Investment Management Inc.85,885$18.97M1.2%-20.4%0.015%
5/16/2025Parkwood LLC92,984$20.53M1.9%+70.2%0.017%
5/16/2025Plancorp LLC1,851$409K0.0%N/A0.000%
5/16/2025Nissay Asset Management Corp Japan ADV71,567$15.80M0.1%-0.4%0.013%
5/16/2025NewEdge Advisors LLC26,150$5.78M0.0%+9.3%0.005%
5/16/2025Night Owl Capital Management LLC281,106$62.08M7.8%+4.1%0.051%
5/16/2025Nippon Life Global Investors Americas Inc.313,680$69.27M3.4%+6.7%0.057%
5/16/2025Nitorum Capital L.P.172,305$38.05M5.3%-21.4%0.031%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.164,580$36.34M0.1%-20.7%0.030%
5/16/2025Kensico Capital Management Corp1,389,400$306.82M6.9%+0.1%0.251%
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5/16/2025Gotham Asset Management LLC74,674$16.49M0.1%+5.4%0.013%
5/16/2025Hall Laurie J Trustee17,775$3.93M1.4%-2.8%0.003%
5/16/2025DnB Asset Management AS147,808$32.64M0.2%-0.2%0.027%
5/16/2025Edmond DE Rothschild Holding S.A.4,654$1.03M0.0%+34.2%0.001%
5/16/2025Clark Capital Management Group Inc.334,069$73.77M0.5%-3.1%0.060%
5/16/2025Curi RMB Capital LLC39,341$8.69M0.2%-8.9%0.007%
5/16/2025Banque Transatlantique SA340$69K0.0%N/A0.000%
5/16/2025Alliancebernstein L.P.5,724,666$1.26B0.5%+5.3%1.033%
5/16/2025AQR Capital Management LLC388,692$83.49M0.1%+6.6%0.070%
5/16/2025Advisors Asset Management Inc.66,388$14.66M0.3%+5.7%0.012%
(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, 2,055 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 1,879 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: Bank Julius Baer & Co. Ltd Zurich ($570.70M), 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), and Nuveen LLC ($7.80M).

How much institutional buying is happening at Fiserv?

Institutional investors have bought a total of 78,015,783 shares in the last 24 months. This purchase volume represents approximately $15.94B in transactions.

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

Of the 1,012 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 Ameriprise Financial Inc. ($961.48K).

How much institutional selling is happening at Fiserv?

Institutional investors have sold a total of 41,130,637 shares in the last 24 months. This volume of shares sold represents approximately $8.19B in transactions.


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This page (NYSE:FI) was last updated on 7/9/2025 by MarketBeat.com Staff
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