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Fiserv (FI) Institutional Ownership

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$212.44 +4.30 (+2.07%)
As of 04/14/2025 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for Fiserv (NYSE:FI)

Current
Institutional Ownership
Percentage
90.98%
Number of
Institutional Buyers
(last 12 months)
1133
Total
Institutional Inflows
(last 12 months)
$11.81B
Number of
Institutional Sellers
(last 12 months)
911
Total
Institutional Outflows
(last 12 months)
$5.83B
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FI Institutional Buying and Selling by Quarter

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Fiserv Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/14/2025Yousif Capital Management LLC76,830$16.97M0.2%-3.1%0.014%
4/14/2025Bruce G. Allen Investments LLC302$67K0.1%-26.9%0.000%
4/14/2025Farther Finance Advisors LLC8,980$1.99M0.1%+18.6%0.002%
4/14/2025City Holding Co.15,308$3.38M0.5%+4.0%0.003%
4/14/2025Daymark Wealth Partners LLC2,007$443K0.0%+26.9%0.000%
4/14/2025CHICAGO TRUST Co NA6,026$1.33M0.2%-0.8%0.001%
4/14/2025 Portside Wealth Group LLC1,735$383K0.1%+7.7%0.000%
4/14/2025CMH Wealth Management LLC39,817$8.79M2.2%+0.8%0.007%
4/14/2025Moss Adams Wealth Advisors LLC2,091$462K0.0%-17.9%0.000%
4/14/2025NewSquare Capital LLC33,910$7.49M0.6%+3.1%0.006%
4/14/2025Toth Financial Advisory Corp129,355$28.57M3.4%-3.4%0.023%
4/14/2025Baldwin Wealth Partners LLC MA80,567$17.79M1.2%-3.3%0.014%
4/14/2025Courier Capital LLC1,093$241K0.0%-17.6%0.000%
4/14/2025Wesbanco Bank Inc.7,680$1.70M0.1%+6.3%0.001%
4/14/2025First Citizens Bank & Trust Co.5,292$1.17M0.0%-2.4%0.001%
4/14/2025Abacus Planning Group Inc.8,566$1.89M0.3%+2.4%0.002%
4/14/2025Capital Investment Advisors LLC5,109$1.13M0.0%+4.1%0.001%
4/14/2025Wedge Capital Management L L P NC1,106$244K0.0%+11.6%0.000%
4/14/2025Park Avenue Securities LLC21,514$4.75M0.1%+5.6%0.004%
4/14/2025OLD National Bancorp IN2,163$478K0.0%+3.3%0.000%
4/14/2025Professional Advisory Services Inc.125,922$27.81M3.9%-9.9%0.023%
4/14/2025Greenspring Advisors LLC1,620$358K0.1%-10.0%0.000%
4/14/2025Yarbrough Capital LLC6,499$1.44M0.1%-33.4%0.001%
4/14/2025Miracle Mile Advisors LLC9,338$2.06M0.0%+2.6%0.002%
4/14/2025RDA Financial Network15,609$3.45M1.0%+4.4%0.003%
4/14/2025Patriot Financial Group Insurance Agency LLC6,674$1.47M0.2%+22.3%0.001%
4/14/2025Wedmont Private Capital6,889$1.43M0.1%+4.6%0.001%
4/14/2025UMB Bank n.a.9,284$2.05M0.0%+2.9%0.002%
4/14/2025Perennial Advisors LLC72,890$16.10M3.2%-2.6%0.013%
4/14/2025Sivia Capital Partners LLC1,814$401K0.2%+7.9%0.000%
4/11/2025 Princeton Global Asset Management LLC400$88K0.0%-35.2%0.000%
4/11/2025 AAFMAA Wealth Management & Trust LLC7,214$1.59M0.7%+8.6%0.001%
4/11/2025 Independence Bank of Kentucky2,041$451K0.1%-7.5%0.000%
4/11/2025 KFG Wealth Management LLC3,432$758K0.1%-16.7%0.001%
4/11/2025 Alliance Wealth Advisors LLC930$205K0.1%N/A0.000%
4/11/2025 Impact Capital Partners LLC3,504$774K0.3%-4.6%0.001%
4/11/2025 Pines Wealth Management LLC1,660$367K0.2%N/A0.000%
4/11/2025 Eagle Rock Investment Company LLC41,559$9.18M1.6%-16.9%0.007%
4/11/2025 Permanent Capital Management LP1,753$387K0.1%-19.1%0.000%
4/11/2025 Unique Wealth LLC16,137$3.56M0.7%+26.5%0.003%
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4/11/2025 Intellectus Partners LLC3,838$848K0.2%-13.3%0.001%
4/11/2025 E. Ohman J or Asset Management AB25,140$5.55M0.1%-3.7%0.005%
4/11/2025 Signal Advisors Wealth LLC2,567$567K0.1%-35.9%0.000%
4/11/2025 Foster Group Inc.1,004$222K0.0%N/A0.000%
4/11/2025 AMI Investment Management Inc.21,245$4.69M1.5%-5.6%0.004%
4/11/2025 Annex Advisory Services LLC12,328$2.72M0.1%-0.7%0.002%
4/10/2025 Breakwater Capital Group2,273$502K0.1%+98.5%0.000%
4/10/2025 Retirement Planning Group LLC1,018$225K0.0%N/A0.000%
4/10/2025 Chesley Taft & Associates LLC57,825$12.77M0.6%-3.1%0.010%
4/10/2025 Salvus Wealth Management LLC18,484$4.08M2.5%+18.9%0.003%
4/10/2025 Thurston Springer Miller Herd & Titak Inc.669$148K0.0%+46.4%0.000%
4/10/2025 Cypress Wealth Services LLC1,498$331K0.1%+13.7%0.000%
4/10/2025 Gilman Hill Asset Management LLC31,728$7.01M1.2%-9.6%0.006%
4/10/2025 Fermata Advisors LLC1,617$357K0.1%+22.2%0.000%
4/10/2025 LS Investment Advisors LLC116,143$25.65M3.9%-1.3%0.021%
4/10/2025 L. Roy Papp & Associates LLP59,966$13.24M1.6%-1.4%0.011%
4/10/2025 HF Advisory Group LLC3,862$853K0.4%-1.8%0.001%
4/10/2025 Beacon Financial Group4,867$1.08M0.1%-3.6%0.001%
4/10/2025 Portside Wealth Group LLC1,611$331K0.1%-7.9%0.000%
4/10/2025 Long Run Wealth Advisors LLC2,989$660K0.1%+2.2%0.001%
4/10/2025 Veracity Capital LLC5,956$1.32M0.5%-28.9%0.001%
4/10/2025 Nixon Peabody Trust Co.1,916$423K0.0%-4.6%0.000%
4/10/2025 Sendero Wealth Management LLC27,206$6.01M0.8%-31.4%0.005%
4/10/2025 Contravisory Investment Management Inc.49,016$10.82M2.3%-3.6%0.009%
4/10/2025 Apella Capital LLC1,254$264K0.0%N/A0.000%
4/10/2025 Hennion & Walsh Asset Management Inc.5,993$1.32M0.1%+15.4%0.001%
4/10/2025 Romano Brothers AND Company73,190$16.16M2.1%-1.0%0.013%
4/10/2025 Unigestion Holding SA5,201$1.15M0.1%N/A0.001%
4/10/2025 Rialto Wealth Management LLC605$134K0.0%+21.0%0.000%
4/10/2025 Marshall & Sullivan Inc. WA37,552$8.29M4.2%-6.1%0.007%
4/9/2025 Selway Asset Management31,455$6.95M2.9%-9.2%0.006%
4/9/2025 Sentry Investment Management LLC1,757$388K0.2%-23.0%0.000%
4/9/2025 RFG Advisory LLC1,247$275K0.0%N/A0.000%
4/9/2025 Capital Asset Advisory Services LLC1,952$441K0.0%-3.9%0.000%
4/9/2025 Fulton Bank N.A.16,995$3.75M0.2%-11.3%0.003%
4/9/2025 ST Germain D J Co. Inc.4,224$933K0.0%-1.9%0.001%
4/9/2025 Merit Financial Group LLC20,257$4.47M0.1%+2.3%0.004%
4/9/2025 Baxter Bros Inc.33,872$7.48M1.0%-1.7%0.006%
4/9/2025 Anderson Hoagland & Co.12,209$2.70M0.3%-43.6%0.002%
4/9/2025 Milestone Asset Management LLC952$210K0.0%N/A0.000%
4/9/2025 Cox Capital Mgt LLC19,410$4.29M3.1%-2.5%0.003%
4/9/2025 NBC Securities Inc.11,599$2.56M0.2%+105,345.5%0.002%
4/9/2025 Dudley & Shanley Inc.156,474$34.55M5.4%-11.4%0.028%
4/9/2025 Addenda Capital Inc.74,863$16.53M0.8%-0.7%0.013%
4/9/2025 Woodstock Corp69,669$15.39M1.5%-0.2%0.012%
4/9/2025 Wright Investors Service Inc.3,068$678K0.2%+9.1%0.001%
4/9/2025 American National Bank & Trust85,838$18.96M2.1%+2.4%0.015%
4/9/2025 Czech National Bank130,672$28.86M0.3%+5.9%0.023%
4/9/2025 JGP Wealth Management LLC7,996$1.77M0.2%-1.4%0.001%
4/9/2025 Wallace Advisory Group LLC2,964$609K0.4%-7.1%0.001%
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4/9/2025 Legacy Wealth Asset Management LLC3,739$826K0.2%-1.6%0.001%
4/9/2025 Kaizen Financial Strategies1,735$383K0.2%-12.2%0.000%
4/8/2025 Rhumbline Advisers1,083,343$239.23M0.2%+1.5%0.193%
4/8/2025 Bowman & Co S.C.8,394$1.85M0.9%+5.8%0.001%
4/8/2025 Fifth Third Wealth Advisors LLC7,529$1.66M0.1%+6.3%0.001%
4/8/2025 BTC Capital Management Inc.50,454$11.14M1.0%-0.8%0.009%
4/8/2025 Delphi Management Inc. MA6,754$1.49M1.5%-8.6%0.001%
4/8/2025 Rothschild Investment LLC1,202$265K0.0%+5.2%0.000%
4/8/2025 Parallel Advisors LLC6,864$1.52M0.0%+12.0%0.001%
4/7/2025 Summit Global Investments1,317$291K0.0%-53.2%0.000%
(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, 1,992 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 1,821 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 944,000,428 shares in the last 24 months. This purchase volume represents approximately $123.53B in transactions.

Which Fiserv major shareholders have been selling company stock?

Of the 1,195 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 77,339,391 shares in the last 24 months. This volume of shares sold represents approximately $11.27B in transactions.



This page (NYSE:FI) was last updated on 4/15/2025 by MarketBeat.com Staff
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