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Fiserv (FI) Institutional Ownership

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(As of 04/26/2024 ET)
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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)
1307
Total
Institutional Inflows
(last 12 months)
$112.00B
Number of
Institutional Sellers
(last 12 months)
726
Total
Institutional Outflows
(last 12 months)
$5.42B
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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
4/27/2024 Riverwater Partners LLC4,509$721K0.5%-32.9%0.001%
4/27/2024Hourglass Capital LLC1,618$259K0.1%N/A0.000%
4/27/2024Conning Inc.4,101$655K0.0%-2.8%0.001%
4/26/2024Pinnacle Associates Ltd.16,905$2.70M0.0%+1.4%0.003%
4/26/2024Trueblood Wealth Management LLC2,547$407K0.2%+21.9%0.000%
4/26/2024Securian Asset Management Inc.35,350$5.65M0.2%-7.0%0.006%
4/26/2024UMB Bank n.a.14,599$2.33M0.0%-4.4%0.002%
4/26/2024Prestige Wealth Management Group LLC193$31K0.0%-90.7%0.000%
4/26/2024Northwest Bancshares Inc.4,036$645K0.1%+58.8%0.001%
4/26/2024Renaissance Group LLC230,760$36.86M1.4%-11.5%0.039%
4/26/2024Yousif Capital Management LLC79,202$12.66M0.1%-2.1%0.013%
4/26/2024YHB Investment Advisors Inc.1,125$180K0.0%N/A0.000%
4/26/2024SlateStone Wealth LLC5,351$855K0.1%N/A0.001%
4/26/2024ZWJ Investment Counsel Inc.274,027$43.80M2.0%+0.4%0.047%
4/26/2024Deroy & Devereaux Private Investment Counsel Inc.223,212$35.67M2.2%-2.1%0.038%
4/26/2024First National Trust Co53,902$8.62M0.3%-35.5%0.009%
4/26/2024McKinley Carter Wealth Services Inc.60,189$9.62M0.6%+1.5%0.010%
4/26/2024SYSTM Wealth Solutions LLC15,203$2.43M0.3%+5.4%0.003%
4/26/2024Sumitomo Life Insurance Co.3,550$567K0.0%N/A0.001%
4/26/2024 Mesirow Financial Investment Management Inc.2,708$433K0.0%N/A0.000%
4/26/2024Verdence Capital Advisors LLC48,734$7.79M0.7%-5.5%0.008%
4/26/2024Financial Insights Inc.6,001$959K0.3%-5.4%0.001%
4/26/2024Latitude Advisors LLC1,641$262K0.2%+7.5%0.000%
4/26/2024Focused Investors Fund L P1,136,000$181.56M5.7%N/A0.193%
4/25/2024Alta Capital Management LLC361,651$57.80M3.6%-6.6%0.061%
4/25/2024Jacobsen Capital Management1,984$317K0.1%-6.1%0.000%
4/25/2024Lindbrook Capital LLC5,836$933K0.1%-1.2%0.001%
4/25/2024New York State Teachers Retirement System619,667$99.04M0.2%-2.0%0.105%
4/25/2024Mendota Financial Group LLC516$82K0.0%-22.1%0.000%
4/25/2024TRUE Private Wealth Advisors4,862$777K0.1%+2.5%0.001%
4/25/2024Bank of New York Mellon Corp3,885,563$620.99M0.1%-4.9%0.660%
4/25/2024Bridges Investment Management Inc.6,775$1.08M0.0%-44.0%0.001%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 216,777$34.65M0.1%-0.8%0.037%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund111,283$17.79M0.2%+0.9%0.019%
4/25/2024Aaron Wealth Advisors LLC1,751$280K0.0%N/A0.000%
4/25/2024 Albert D Mason Inc.20,263$3.24M2.0%+0.7%0.003%
4/25/2024 Cambridge Investment Research Advisors Inc.63,738$10.19M0.0%+8.0%0.011%
4/24/2024 Patton Albertson Miller Group LLC45,859$7.33M1.1%+6.6%0.008%
4/24/2024 CENTRAL TRUST Co20,143$3.22M0.1%+0.6%0.003%
4/24/2024 V Square Quantitative Management LLC11,982$1.92M0.3%+25.7%0.002%
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4/24/2024 Dakota Wealth Management12,942$2.07M0.1%+492.3%0.002%
4/24/2024 Simplicity Wealth LLC17,724$2.83M0.1%N/A0.003%
4/24/2024 Archford Capital Strategies LLC8,582$1.37M0.2%-0.9%0.001%
4/24/2024 NBT Bank N A NY7,087$1.13M0.1%-1.3%0.001%
4/24/2024 Childress Capital Advisors LLC2,354$376K0.1%-3.2%0.000%
4/24/2024 Spire Wealth Management63,327$10.12M0.4%+12.9%0.011%
4/24/2024 Buttonwood Financial Advisors Inc.14,264$2.28M1.1%-2.8%0.002%
4/24/2024 Essex Financial Services Inc.2,132$341K0.0%+11.2%0.000%
4/24/2024 H&H Retirement Design & Management INC2,156$321K0.2%N/A0.000%
4/24/2024 Assenagon Asset Management S.A.204,847$32.74M0.1%-54.3%0.035%
4/23/2024 North Point Portfolio Managers Corp OH137,605$21.99M3.7%-0.4%0.023%
4/23/2024 BSW Wealth Partners2,821$451K0.1%+2.8%0.000%
4/23/2024 Carderock Capital Management Inc.52,649$8.41M2.4%-3.3%0.009%
4/23/2024 Eads & Heald Wealth Management20,904$3.34M1.6%-7.8%0.004%
4/23/2024 Global Retirement Partners LLC9,921$1.59M0.1%+7.5%0.002%
4/23/2024 Cornell Pochily Investment Advisors Inc.2,329$372K0.1%-13.0%0.000%
4/23/2024 Fishman Jay A Ltd. MI3,548$567K0.1%-12.4%0.001%
4/23/2024 LaFleur & Godfrey LLC19,944$3.19M0.5%-9.8%0.003%
4/23/2024 Louisiana State Employees Retirement System34,900$5.58M0.1%-3.9%0.006%
4/23/2024 Sage Mountain Advisors LLC2,375$380K0.0%+11.5%0.000%
4/23/2024 Venturi Wealth Management LLC78,797$12.59M0.8%+1.2%0.013%
4/23/2024 Live Oak Private Wealth LLC63,669$10.18M1.8%-0.3%0.011%
4/23/2024 Oak Harbor Wealth Partners LLC2,979$476K0.1%-5.4%0.001%
4/23/2024 Amalgamated Bank127,423$20.37M0.2%-16.0%0.022%
4/23/2024 Hall Laurie J Trustee18,465$2.95M1.0%+2.5%0.003%
4/23/2024 Gradient Investments LLC673$108K0.0%-74.5%0.000%
4/23/2024 New Mexico Educational Retirement Board30,216$4.83M0.2%-5.9%0.005%
4/23/2024 Sugarloaf Wealth Management LLC1,921$307K0.1%+7.7%0.000%
4/23/2024 Fifth Third Bancorp111,077$17.75M0.1%-2.3%0.019%
4/23/2024 McAdam LLC1,541$246K0.0%N/A0.000%
4/23/2024 Wesbanco Bank Inc.6,708$1.07M0.0%N/A0.001%
4/23/2024 Summit Trail Advisors LLC12,746$2.04M0.1%+29.8%0.002%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA2,910,226$433.04M4.2%-2.4%0.494%
4/23/2024 Strategic Blueprint LLC2,112$337K0.0%+10.4%0.000%
4/23/2024 Hunter Perkins Capital Management LLC108,495$17.34M3.6%-7.0%0.018%
4/23/2024 Bank of Stockton4,197$671K0.2%-23.0%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.690,009$110.28M0.2%-4.1%0.117%
4/23/2024 Wendell David Associates Inc.157,016$25.09M2.5%-0.7%0.027%
4/22/2024 Confluence Wealth Services Inc.4,049$647K0.1%-3.5%0.001%
4/22/2024 Cortland Associates Inc. MO461,100$73.69M9.5%-1.7%0.078%
4/22/2024 Nilsine Partners LLC33,799$5.40M0.7%+2.1%0.006%
4/22/2024 PFG Investments LLC2,734$437K0.0%+17.8%0.000%
4/22/2024 Bay Harbor Wealth Management LLC428$68K0.0%-25.0%0.000%
4/22/2024 Outlook Wealth Advisors LLC4,066$650K0.2%-8.5%0.001%
4/22/2024 Raymond James & Associates2,137,236$341.57M0.2%+2.5%0.363%
4/22/2024 Signature Wealth Management Group10,249$1.52M0.7%+5.8%0.002%
4/22/2024 Accordant Advisory Group Inc797$127K0.1%N/A0.000%
4/22/2024 Westbourne Investment Advisors Inc.4,815$770K0.3%-6.5%0.001%
4/22/2024 Professional Advisory Services Inc.208,671$33.35M4.5%-2.6%0.035%
4/22/2024 IFM Investors Pty Ltd123,932$19.81M0.2%-1.0%0.021%
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4/22/2024 Berry Wealth Group LP1,830$292K0.2%-31.0%0.000%
4/22/2024 Carmel Capital Management L.L.C.37,490$5.99M2.5%+0.8%0.006%
4/22/2024 Edge Financial Advisors LLC1,600$256K0.2%N/A0.000%
4/22/2024Ashton Thomas Private Wealth LLC13,654$2.18M0.1%+5.5%0.002%
4/20/2024 Maryland State Retirement & Pension System46,939$6.90M0.1%+0.9%0.008%
4/19/2024 FORVIS Wealth Advisors LLC22,207$3.55M0.1%-2.9%0.004%
4/19/2024 Veracity Capital LLC13,805$2.21M0.9%-3.8%0.002%
4/19/2024 ZRC Wealth Management LLC200$32K0.0%N/A0.000%
4/19/2024 First Trust Direct Indexing L.P.16,921$2.70M0.2%+14.1%0.003%
4/19/2024 Advisor Resource Council4,466$714K0.3%-68.6%0.001%
(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, 1,689 institutional investors and hedge funds held shares of Fiserv. The most heavily invested institutionals were Border to Coast Pensions Partnership Ltd ($51.09B), Vanguard Group Inc. ($6.65B), Price T Rowe Associates Inc. MD ($5.89B), BlackRock Inc. ($5.23B), Dodge & Cox ($4.10B), State Street Corp ($3.20B), and Capital World Investors ($2.33B).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 1,551 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 ($570.71M), Price T Rowe Associates Inc. MD ($55.61M), Vanguard Group Inc. ($53.82M), Capital World Investors ($19.73M), Veritas Asset Management LLP ($10.02M), Parnassus Investments LLC ($7.48M), and Massachusetts Financial Services Co. MA ($7.23M).

How much institutional buying is happening at Fiserv?

Institutional investors have bought a total of 950,443,557 shares in the last 24 months. This purchase volume represents approximately $118.41B in transactions.

Which Fiserv major shareholders have been selling company stock?

Of the 1,023 institutional investors that sold Fiserv stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Kohlberg Kravis Roberts & Co. L.P. ($27.26M), Massachusetts Financial Services Co. MA ($6.97M), Parnassus Investments LLC ($6.69M), Harris Associates L P ($6.31M), Veritas Asset Management LLP ($5.85M), Envestnet Asset Management Inc. ($4.42M), and Nordea Investment Management AB ($2.76M).

How much institutional selling is happening at Fiserv?

Institutional investors have sold a total of 115,080,138 shares in the last 24 months. This volume of shares sold represents approximately $12.14B in transactions.


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This page (NYSE:FI) was last updated on 4/28/2024 by MarketBeat.com Staff

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