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Fiserv (FI) Institutional Ownership

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$165.21 -4.49 (-2.65%)
Closing price 07/11/2025 03:59 PM Eastern
Extended Trading
$164.58 -0.63 (-0.38%)
As of 07/11/2025 07:51 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.

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

Current
Institutional Ownership
Percentage
90.98%
Number of
Institutional Buyers
(last 12 months)
1209
Total
Institutional Inflows
(last 12 months)
$16.42B
Number of
Institutional Sellers
(last 12 months)
1018
Total
Institutional Outflows
(last 12 months)
$8.19B
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FI Institutional Buying and Selling by Quarter

Fiserv Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/11/2025Annex Advisory Services LLC13,092$2.26M0.1%+6.2%0.002%
7/11/2025BTC Capital Management Inc.39,033$6.72M0.5%-22.6%0.007%
7/11/2025Bouvel Investment Partners LLC35,301$6.09M2.1%N/A0.006%
7/11/2025Capital Advantage Inc.1,295$223K0.0%+7.7%0.000%
7/11/2025Farther Finance Advisors LLC12,665$2.18M0.0%+41.0%0.002%
7/11/2025Busey Bank105,670$18.22M0.6%+0.1%0.019%
7/11/2025Silver Oak Securities Incorporated2,962$511K0.0%+4.7%0.001%
7/11/2025CX Institutional47,189$8.14M0.3%-21.0%0.009%
7/11/2025 UMB Bank n.a.9,523$1.64M0.0%+2.6%0.002%
7/11/2025BDF Gestion16,580$2.86M0.3%-9.8%0.003%
7/11/2025Professional Advisory Services Inc.167,217$28.83M3.9%+32.8%0.030%
7/11/2025CMH Wealth Management LLC57,947$9.99M2.3%+45.5%0.010%
7/11/2025Marshall & Sullivan Inc. WA37,180$6.41M3.1%-1.0%0.007%
7/11/2025Essex Savings Bank1,311$226K0.1%+18.1%0.000%
7/11/2025SeaCrest Wealth Management LLC1,633$282K0.0%-6.4%0.000%
7/11/2025Diversified Trust Co60,240$10.39M0.2%+12.3%0.011%
7/11/2025Assenagon Asset Management S.A.2,039,032$351.55M0.5%+939.0%0.368%
7/11/2025TCV Trust & Wealth Management Inc.3,389$584K0.1%N/A0.001%
7/11/2025 Livforsakringsbolaget Skandia Omsesidigt64,371$11.10M0.5%+29.6%0.012%
7/11/2025Kingstone Capital Partners Texas LLC10,164$1.74M0.0%N/A0.002%
7/11/2025IFM Investors Pty Ltd112,144$19.34M0.2%+1.3%0.020%
7/10/2025 Canoe Financial LP303,464$52.32M0.7%+83.7%0.055%
7/10/2025 Sky Investment Group LLC6,749$1.16M0.2%+35.8%0.001%
7/10/2025 Oliver Lagore Vanvalin Investment Group9,863$1.70M0.6%N/A0.002%
7/10/2025 Trust Point Inc.1,745$301K0.0%-6.5%0.000%
7/10/2025 Carderock Capital Management Inc.41,193$7.10M1.8%-13.3%0.007%
7/10/2025 Moody National Bank Trust Division9,096$1.57M0.1%+10.1%0.002%
7/10/2025 HF Advisory Group LLC3,796$654K0.3%-1.7%0.001%
7/10/2025 Contravisory Investment Management Inc.48,604$8.38M1.6%-0.8%0.009%
7/10/2025 Ferguson Wellman Capital Management Inc.9,076$1.57M0.0%-9.9%0.002%
7/10/2025 Bigelow Investment Advisors LLC2,170$374K0.2%+10.7%0.000%
7/10/2025 Fulton Bank N.A.16,410$2.83M0.1%-3.4%0.003%
7/10/2025 NorthCrest Asset Manangement LLC28,726$5.04M0.1%+3.6%0.005%
7/10/2025 Wealth Enhancement Advisory Services LLC177,458$31.15M0.1%+26.5%0.032%
7/10/2025 Atticus Wealth Management LLC920$159K0.0%N/A0.000%
7/10/2025 Bath Savings Trust Co118,305$20.40M2.1%+1.1%0.021%
7/10/2025 Mn Services Vermogensbeheer B.V.208,900$36.02M0.3%-5.0%0.038%
7/10/2025 Wedmont Private Capital6,450$1.10M0.0%-6.4%0.001%
7/10/2025 Swedbank AB1,588,747$273.92M0.3%+366.0%0.287%
7/10/2025 Secure Asset Management LLC2,698$465K0.1%N/A0.000%
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7/10/2025 Baader Bank Aktiengesellschaft2,171$374K0.0%-35.8%0.000%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd118,700$20.47M0.2%+1.0%0.021%
7/10/2025 Ayrshire Capital Management LLC46,913$8.09M3.9%+1.7%0.008%
7/10/2025 Focus Financial Network Inc.17,368$2.99M0.1%+83.0%0.003%
7/9/2025 Sivia Capital Partners LLC1,696$292K0.1%-6.5%0.000%
7/9/2025 Sawyer & Company Inc12,573$2.17M0.8%+1.6%0.002%
7/9/2025 Intelligence Driven Advisers LLC7,676$1.32M0.2%-0.8%0.001%
7/9/2025 Gilman Hill Asset Management LLC33,402$5.76M0.9%+5.3%0.006%
7/9/2025 Bruce G. Allen Investments LLC150$26K0.0%-50.3%0.000%
7/9/2025 Pines Wealth Management LLC1,258$221K0.1%-24.2%0.000%
7/9/2025 Chesley Taft & Associates LLC53,713$9.26M0.4%-7.1%0.010%
7/9/2025 Sunpointe LLC2,780$479K0.2%N/A0.001%
7/9/2025 GSG Advisors LLC1,194$206K0.1%-7.4%0.000%
7/9/2025 Aaron Wealth Advisors LLC2,735$472K0.0%-14.1%0.000%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.67,837$11.70M0.7%-3.5%0.012%
7/9/2025 Balefire LLC18,161$3.13M0.7%+29.6%0.003%
7/9/2025 New England Research & Management Inc.5,195$896K0.4%+363.4%0.001%
7/9/2025 Central Bank & Trust Co.4,149$715K0.1%+1.9%0.001%
7/9/2025 Christopher J. Hasenberg Inc207$36K0.0%+218.5%0.000%
7/9/2025 Woodstock Corp71,994$12.41M1.1%+3.3%0.013%
7/9/2025 Veracity Capital LLC7,248$1.25M0.4%+21.7%0.001%
7/9/2025 Dudley & Shanley Inc.169,344$29.20M4.6%+8.2%0.031%
7/9/2025 Bowman & Co S.C.8,610$1.48M0.7%+2.6%0.002%
7/9/2025 Sarver Vrooman Wealth Advisors275$47K0.0%-26.5%0.000%
7/9/2025 Beacon Financial Group5,019$865K0.1%+3.1%0.001%
7/9/2025 Czech National Bank135,523$23.37M0.2%+3.7%0.024%
7/9/2025 Livforsakringsbolaget Skandia Omsesidigt69,121$11.92M0.0%+39.2%0.012%
7/9/2025 Sandy Cove Advisors LLC4,847$836K0.3%-2.4%0.001%
7/9/2025 MassMutual Private Wealth & Trust FSB128,862$22.22M0.6%-1.3%0.023%
7/8/2025 Baker Ellis Asset Management LLC40,521$6.99M1.0%-2.9%0.007%
7/8/2025 Webster Bank N. A.61,024$10.52M1.1%-0.7%0.011%
7/8/2025 NBC Securities Inc.12,072$2.08M0.2%+4.1%0.002%
7/8/2025 Apella Capital LLC1,176$204K0.0%-6.2%0.000%
7/8/2025 Legacy Private Trust Co.61,229$10.56M0.7%-1.3%0.011%
7/8/2025 E. Ohman J or Asset Management AB22,701$3.91M0.1%-9.7%0.004%
7/8/2025 Gallacher Capital Management LLC2,001$345K0.2%N/A0.000%
7/8/2025 Parallel 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%
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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%
6/23/2025 Swedbank 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%
(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, 2,061 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 1,886 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 80,747,441 shares in the last 24 months. This purchase volume represents approximately $16.42B in transactions.

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

Of the 1,015 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 41,093,280 shares in the last 24 months. This volume of shares sold represents approximately $8.19B in transactions.



This page (NYSE:FI) was last updated on 7/12/2025 by MarketBeat.com Staff
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