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Fiserv (FISV) Institutional Ownership

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$54.11 0.00 (0.00%)
As of 08/6/2026 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for Fiserv (NASDAQ:FISV)

Current
Institutional Ownership
Percentage
90.98%
Number of
Institutional Buyers
(last 12 months)
1256
Total
Institutional Inflows
(last 12 months)
$28.72B
Number of
Institutional Sellers
(last 12 months)
552
Total
Institutional Outflows
(last 12 months)
$5.66B
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FISV Institutional Buying and Selling by Quarter

Fiserv Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2026N.E.W. Advisory Services LLC2,721$133K0.0%N/A0.001%
8/7/2026HBK Sorce Advisory LLC3,823$207K0.0%N/A0.001%
8/6/2026Global Retirement Partners LLC9,366$459K0.0%N/A0.002%
8/6/2026Bank of New York Mellon Corp2,511,244$123.18M0.0%N/A0.471%
8/6/2026Clearstead Trust LLC3,166$155K0.0%N/A0.001%
8/3/2026 Hardy Reed LLC13,278$651K0.0%N/A0.002%
7/14/2026 Trust Asset Management LLC6,066$298K0.0%-4.0%0.001%
7/10/2026 Annex Advisory Services LLC10,708$525K0.0%-5.7%0.002%
7/10/2026 JFS Wealth Advisors LLC618$30K0.0%-48.8%0.000%
7/10/2026 Tema ETFs LLC11,809$579K0.0%+16.2%0.002%
7/10/2026 Diversified Management Inc.5,680$279K0.1%-4.3%0.001%
7/10/2026 Handelsbanken Fonder AB176,106$8.64M0.0%+16.9%0.033%
7/10/2026 Fulton Bank N.A.29,492$1.45M0.0%+22.3%0.006%
7/9/2026 Atlas Brown Inc.4,734$232K0.1%N/A0.001%
7/9/2026 Focus Financial Network Inc.11,644$571K0.0%-13.0%0.002%
7/9/2026 Legacy Wealth Asset Management LLC6,184$303K0.1%+3.3%0.001%
7/9/2026 Dudley & Shanley Inc.110,558$5.42M0.8%-23.2%0.021%
7/9/2026 Jacobs & Co. CA18,187$892K0.1%-65.8%0.003%
7/9/2026 Chemistry Wealth Management LLC8,294$407K0.1%+24.4%0.002%
7/9/2026 Agate Pass Investment Management LLC4,457$219K0.1%-14.2%0.001%
7/8/2026 Chesley Taft & Associates LLC38,641$1.90M0.1%-6.3%0.007%
7/8/2026 First Heartland Consultants Inc.12,573$617K0.0%+26.7%0.002%
7/8/2026 TrueWealth Advisors LLC9,260$454K0.1%+52.9%0.002%
7/8/2026 FNY Investment Advisers LLC3,500$171K0.1%+16.7%0.001%
7/8/2026 Elevation Wealth Partners LLC944$46K0.0%+537.8%0.000%
7/8/2026 Czech National Bank151,785$7.45M0.0%+3.6%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab144,892$7.11M0.1%+12.1%0.027%
7/8/2026 Assenagon Asset Management S.A.1,094,407$53.68M0.1%-22.8%0.205%
7/7/2026 Trust Asset Management LLC6,066$298K0.0%-4.0%0.001%
7/7/2026 Integral Investment Advisors Inc.29,141$1.43M0.3%+113.6%0.005%
7/7/2026 GAMMA Investing LLC12,883$632K0.0%-33.2%0.002%
7/7/2026 Avior Wealth Management LLC25,406$1.25M0.0%+22.9%0.005%
7/7/2026 Harbor Investment Advisory LLC5,953$292K0.0%-20.1%0.001%
7/7/2026 Moody National Bank Trust Division7,448$365K0.0%+16.4%0.001%
7/2/2026 MassMutual Private Wealth & Trust FSB3,416$168K0.0%-72.0%0.001%
7/2/2026 Versant Capital Management Inc1,563$77K0.0%-35.7%0.000%
7/2/2026 CX Institutional4,779$234K0.0%+118.6%0.001%
6/30/2026JANA Partners Management LP4,435,605$247.51M14.8%+97.5%0.832%
6/18/2026Pacer Advisors Inc.45,750$2.55M0.0%-17.8%0.009%
6/8/2026 Positano Wealth Management Ltd11,728$654K0.5%-2.8%0.002%
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6/3/2026 Parallel Advisors LLC8,783$490K0.0%-27.5%0.002%
6/3/2026NewEdge Advisors LLC29,894$1.67M0.0%+7.5%0.006%
6/1/2026Caerus Investment Advisors LLC3,736$208K0.1%N/A0.001%
6/1/2026 Flagship Wealth Advisors LLC1,805$101K0.0%N/A0.000%
5/28/2026Cozad Asset Management Inc.6,268$350K0.0%-8.1%0.001%
5/26/2026Glenmede Trust Co. NA21,082$1.18M0.0%+39.7%0.004%
5/22/2026 Summitry LLC949,916$53.01M1.9%+22.4%0.178%
5/21/2026CTC Alternative Strategies Ltd.5,300$296K0.7%N/A0.001%
5/20/2026CCM Investment Advisers LLC5,055$282K0.0%N/A0.001%
5/19/2026Eley Financial Management Inc35,233$1.97M0.7%+6.3%0.007%
5/19/2026Turtle Creek Asset Management Inc.2,643,668$147.52M5.5%+968.1%0.496%
5/19/2026Bank of America Corp DE2,142,981$119.58M0.0%-84.0%0.402%
5/19/2026Intrinsic Edge Capital Management LLC100,400$5.60M0.9%+99.2%0.019%
5/19/2026Edgestream Partners L.P.81,099$4.53M0.1%+26.2%0.015%
5/19/2026RBF Capital LLC20,000$1.12M0.1%+400.0%0.004%
5/19/2026Kentucky Retirement Systems21,296$1.26M0.0%-37.3%0.004%
5/19/2026Janus Henderson Group PLC64,455$3.60M0.0%-7.0%0.012%
5/19/2026Centaurus Financial Inc.1,928$108K0.0%-24.4%0.000%
5/19/2026Bull Harbor Capital LLC7,873$439K0.1%N/A0.001%
5/19/2026South Dakota Investment Council214,578$11.97M0.2%+21.7%0.040%
5/18/2026Sunbelt Securities Inc.2,290$128K0.0%+10.4%0.000%
5/18/2026Amundi6,048,759$337.52M0.1%-50.8%1.134%
5/18/2026TAM Capital Management Inc.71,400$8.61M4.2%-54.0%0.013%
5/18/2026 EverSource Wealth Advisors LLC9,903$553K0.0%+41.7%0.002%
5/18/2026California State Teachers Retirement System930,087$51.90M0.1%-3.6%0.174%
5/18/2026Readystate Asset Management LP25,897$1.45M0.1%+280.4%0.005%
5/18/2026Resources Management Corp CT ADV61,103$3.41M0.5%+1,313.8%0.011%
5/18/2026Royal Bank of Canada1,063,922$59.37M0.0%-41.4%0.200%
5/18/2026Redwood Grove Capital LLC257,632$14.38M4.6%+35.7%0.048%
5/18/2026Eley Financial Management Inc35,233$1.97M0.7%+6.3%0.007%
5/18/2026Empowered Funds LLC31,767$1.77M0.0%+28.9%0.006%
5/16/2026The Manufacturers Life Insurance Company515,643$28.77M0.0%+35.9%0.097%
5/16/2026Quantinno Capital Management LP565,689$31.57M0.1%-12.4%0.106%
5/16/2026Whitebox Advisors LLC18,702$1.04M0.0%+22.2%0.004%
5/16/2026Lazard Asset Management LLC2,555,482$142.60M0.2%+6.8%0.479%
5/15/2026OMERS ADMINISTRATION Corp27,186$1.52M0.0%+27.1%0.005%
5/15/2026Bradley Foster & Sargent Inc. CT76,342$4.26M0.1%-17.8%0.014%
5/15/2026Lombard Odier Asset Management Switzerland SA13,778$769K0.0%-9.7%0.003%
5/15/2026Waverly Advisors LLC13,228$738K0.0%+11.3%0.002%
5/15/2026Dempze Nancy E16,520$922K0.5%-19.5%0.003%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund33,795$1.89M0.0%-98.2%0.006%
5/14/2026Dai ichi Life Insurance Company Ltd20,417$1.14M0.0%-18.4%0.004%
5/14/2026Renaissance Technologies LLC668,227$37.29M0.1%+437.5%0.125%
5/14/2026Gabelli Funds LLC109,900$6.13M0.0%+4.3%0.021%
5/14/2026Gamco Investors INC. ET AL4,490$251K0.0%-45.8%0.001%
5/14/2026 Morningstar Investment Management LLC14,762$824K0.1%+11.4%0.003%
5/14/2026Public Employees Retirement System of Ohio212,747$11.87M0.0%-0.4%0.040%
5/14/2026Arrowstreet Capital Limited Partnership1,389,692$77.55M0.0%-23.4%0.261%
5/14/2026Caxton Associates LLP49,353$2.75M0.1%-19.2%0.009%
5/14/2026Cloverfields Capital Group LP80,774$4.51M1.5%+1.4%0.015%
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5/14/2026Bank of Nova Scotia234,718$13.10M0.0%-76.1%0.044%
5/14/2026Sei Investments Co.740,056$41.30M0.0%+58.0%0.139%
5/14/2026State of Wyoming4,583$256K0.0%+18.3%0.001%
5/13/2026Cetera Investment Advisers165,723$9.25M0.0%+89.4%0.031%
5/13/2026 Fairbanks Capital Management Inc.29,414$1.64M1.0%+4.1%0.006%
5/13/2026First Trust Advisors LP195,202$10.89M0.0%+95.2%0.037%
5/12/2026Westpac Banking Corp2,734$153K0.0%-25.8%0.001%
5/12/2026Danica Pension Livsforsikringsaktieselskab488,383$27.25M0.5%-42.8%0.092%
5/12/2026 ABN Amro Investment Solutions21,487$1.20M0.0%-17.8%0.004%
5/8/2026 Triad Investment Management52,011$2.90M3.2%N/A0.010%


FISV Institutional Ownership - Frequently Asked Questions

During the previous two years, 2,109 institutional investors and hedge funds held shares of Fiserv. The most heavily invested institutionals were Vanguard Group Inc. ($3.51B), Dodge & Cox ($3.32B), FMR LLC ($2.38B), State Street Corp ($1.59B), Nuveen Asset Management LLC ($1.42B), Goldman Sachs Group Inc. ($1.06B), and Geode Capital Management LLC ($854.22M).Learn more on Fiserv's institutional investors.

90.98% of Fiserv's stock is owned by institutional investors. Learn more on FISV's institutional investor holdings.

Of the 1,888 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: Vanguard Group Inc. ($52.75M), Dodge & Cox ($49.47M), State Street Corp ($23.65M), Norges Bank ($22.39M), Amundi ($13.10M), Geode Capital Management LLC ($12.99M), and Morgan Stanley ($11.88M).

Institutional investors have bought a total of 381,447,730 shares in the last 24 months. This purchase volume represents approximately $28.72B in transactions.

Of the 546 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: Bank of America Corp DE ($11.21M), Amundi ($6.25M), JPMorgan Chase & Co. ($4.09M), Massachusetts Financial Services Co. MA ($3.65M), Bessemer Group Inc. ($2.49M), Healthcare of Ontario Pension Plan Trust Fund ($1.82M), and Vanguard Group Inc. ($1.57M).

Institutional investors have sold a total of 53,421,055 shares in the last 24 months. This volume of shares sold represents approximately $5.66B in transactions.



Institutional ownership data for NASDAQ:FISV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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