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Fiserv (FI) Institutional Ownership

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$159.94 +0.60 (+0.38%)
Closing price 05/27/2025 03:59 PM Eastern
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$160.15 +0.21 (+0.13%)
As of 07:15 AM Eastern
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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)
1195
Total
Institutional Inflows
(last 12 months)
$15.85B
Number of
Institutional Sellers
(last 12 months)
1007
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
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%
5/21/2025 Indiana Trust & Investment Management Co22,767$5.03M1.8%-1.7%0.004%
5/21/2025 McAdam LLC1,263$279K0.0%-23.5%0.000%
5/21/2025 Acadian Asset Management LLC18,369$4.05M0.0%-20.1%0.003%
5/21/2025 Geneos Wealth Management Inc.38,273$8.45M0.3%+10.4%0.007%
5/21/2025 IFM Investors Pty Ltd110,720$24.45M0.3%-1.3%0.020%
5/20/2025 Belpointe Asset Management LLC3,124$690K0.0%+13.3%0.001%
5/20/2025 Intech Investment Management LLC26,776$5.91M0.1%-31.8%0.005%
5/20/2025 Focus Partners Wealth180,886$39.95M0.1%+340.9%0.033%
5/20/2025 Glenview Trust co32,779$7.24M0.1%-1.7%0.006%
5/20/2025 Plato Investment Management Ltd19,944$4.45M0.4%-21.4%0.004%
5/19/2025 SageView Advisory Group LLC1,598$353K0.0%+4.0%0.000%
5/19/2025 Advisory Alpha LLC2,180$481K0.0%+12.0%0.000%
5/19/2025 Trinity Financial Advisors LLC18,532$4.02M1.4%-2.5%0.003%
5/19/2025 Bayforest Capital Ltd437$97K0.0%N/A0.000%
5/19/2025 SCS Capital Management LLC4,340$958K0.0%N/A0.001%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC4,616,269$1.02B0.3%0.0%0.833%
5/19/2025 Palogic Value Management L.P.1,948$430K0.2%+4.9%0.000%
5/19/2025 Optimize Financial Inc1,673$369K0.1%-15.0%0.000%
5/16/2025 Woodline Partners LP48,065$10.61M0.1%+40.7%0.009%
5/16/2025 Zurich Insurance Group Ltd FI467,276$103.19M0.8%+25.8%0.084%
5/16/2025 McIlrath & Eck LLC1,562$345K0.0%+474.3%0.000%
5/16/2025 Semmax Financial Advisors Inc.5,961$1.32M0.4%-7.3%0.001%
5/16/2025 Empowered Funds LLC41,658$9.20M0.1%+297.0%0.008%
5/16/2025 Logan Capital Management Inc.75,845$16.75M0.8%-6.1%0.014%
5/16/2025 MBB Public Markets I LLC1,434$317K0.0%N/A0.000%
5/16/2025 Ascent Group LLC23,281$5.14M0.2%-15.9%0.004%
5/16/2025 Meiji Yasuda Life Insurance Co6,084$1.34M0.0%+122.4%0.001%
5/16/2025 Visualize Group LP121,622$26.86M8.8%+60.0%0.022%
5/16/2025 Coppell Advisory Solutions LLC1,175$259K0.0%-16.4%0.000%
5/16/2025 Meiji Yasuda Asset Management Co Ltd.12,206$2.70M0.1%+7.0%0.002%
5/16/2025 Arete Wealth Advisors LLC1,788$395K0.0%-4.9%0.000%
5/16/2025 Great Lakes Advisors LLC10,661$2.35M0.0%-1.7%0.002%
5/16/2025 Caxton Associates LLP52,239$11.54M0.4%N/A0.009%
5/16/2025 Signature Estate & Investment Advisors LLC1,776$392K0.0%+13.7%0.000%
5/16/2025 Fred Alger Management LLC2,470$545K0.0%N/A0.000%
5/16/2025 Ashton Thomas Private Wealth LLC15,515$3.43M0.1%-14.1%0.003%
5/16/2025 Goldman Sachs Group Inc.4,778,795$1.06B0.2%+4.2%0.862%
5/16/2025 Laidlaw Wealth Management LLC1,297$286K0.8%N/A0.000%
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5/16/2025 Resources Management Corp CT ADV41,075$9.07M1.3%-0.9%0.007%
5/16/2025 Cape Investment Advisory Inc.4,789$1.06M0.4%-7.4%0.001%
5/16/2025 Jones Financial Companies Lllp48,375$10.67M0.0%-58.6%0.009%
5/16/2025 Dynamic Technology Lab Private Ltd6,950$1.54M0.2%N/A0.001%
5/16/2025 UniSuper Management Pty Ltd186,176$41.11M0.3%+45.2%0.034%
5/16/2025 Sandler Capital Management19,460$4.30M1.1%-41.4%0.004%
5/16/2025 Punch & Associates Investment Management Inc.85,885$18.97M1.2%-20.4%0.015%
5/16/2025 Parkwood LLC92,984$20.53M1.9%+70.2%0.017%
5/16/2025 Plancorp LLC1,851$409K0.0%N/A0.000%
5/16/2025 Nissay Asset Management Corp Japan ADV71,567$15.80M0.1%-0.4%0.013%
5/16/2025 NewEdge Advisors LLC26,150$5.78M0.0%+9.3%0.005%
5/16/2025 Night Owl Capital Management LLC281,106$62.08M7.8%+4.1%0.051%
5/16/2025 Nippon Life Global Investors Americas Inc.313,680$69.27M3.4%+6.7%0.057%
5/16/2025 Nitorum Capital L.P.172,305$38.05M5.3%-21.4%0.031%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.164,580$36.34M0.1%-20.7%0.030%
5/16/2025 Kensico Capital Management Corp1,389,400$306.82M6.9%+0.1%0.251%
5/16/2025 Gotham Asset Management LLC74,674$16.49M0.1%+5.4%0.013%
5/16/2025 Hall Laurie J Trustee17,775$3.93M1.4%-2.8%0.003%
5/16/2025 DnB Asset Management AS147,808$32.64M0.2%-0.2%0.027%
5/16/2025 Edmond DE Rothschild Holding S.A.4,654$1.03M0.0%+34.2%0.001%
5/16/2025 Clark Capital Management Group Inc.334,069$73.77M0.5%-3.1%0.060%
5/16/2025 Curi RMB Capital LLC39,341$8.69M0.2%-8.9%0.007%
5/16/2025 Banque Transatlantique SA340$69K0.0%N/A0.000%
5/16/2025 Alliancebernstein L.P.5,724,666$1.26B0.5%+5.3%1.033%
5/16/2025 AQR Capital Management LLC388,692$83.49M0.1%+6.6%0.070%
5/16/2025 Advisors Asset Management Inc.66,388$14.66M0.3%+5.7%0.012%
5/16/2025 AlTi Global Inc.6,859$1.52M0.0%-1.0%0.001%
5/16/2025 Amundi2,973,749$645.01M0.2%-1.4%0.536%
5/16/2025 Adage Capital Partners GP L.L.C.483,831$106.84M0.2%-4.9%0.087%
5/15/2025 Federation des caisses Desjardins du Quebec79,160$17.49M0.1%-6.3%0.014%
5/15/2025 VeriStar Capital Management LP29,926$6.61M12.1%-17.7%0.005%
5/15/2025 EP Wealth Advisors LLC15,517$3.43M0.0%+23.6%0.003%
5/15/2025 Ashton Thomas Securities LLC28,013$6.19M1.7%+0.5%0.005%
5/15/2025 Cigna Investments Inc. New5,715$1.26M0.2%-2.6%0.001%
5/15/2025 1248 Management LLC229$51K0.0%N/A0.000%
5/15/2025 Flputnam Investment Management Co.8,311$1.84M0.0%+2.1%0.001%
5/15/2025 Point72 Europe London LLP103,950$22.96M1.6%-3.9%0.019%
5/15/2025 Beck Mack & Oliver LLC538,269$118.87M2.4%+4.8%0.097%
5/15/2025 ICW Investment Advisors LLC10,648$2.35M1.0%+0.7%0.002%
5/15/2025 Graham Capital Management L.P.14,739$3.26M0.1%N/A0.003%
5/15/2025 Steamboat Capital Partners LLC70,000$15.46M4.7%-22.1%0.013%
5/15/2025 Cyrus J. Lawrence LLC4,562$1.01M3.8%-94.6%0.001%
5/15/2025 MAI Capital Management35,514$7.84M0.1%-2.9%0.006%
5/15/2025 Cura Wealth Advisors LLC1,627$359K0.1%N/A0.000%
5/15/2025 Nomura Holdings Inc.30,641$6.77M0.0%-1.0%0.006%
5/15/2025 Saudi Central Bank224$49K0.3%N/A0.000%
5/15/2025 Twin Tree Management LP8,552$1.89M0.0%N/A0.002%
5/15/2025 Benchmark Investment Advisors LLC13,468$2.97M1.9%+13.2%0.002%
5/15/2025 Baird Financial Group Inc.812,169$179.35M0.3%-5.8%0.146%
5/15/2025 Pinnacle Wealth Planning Services Inc.1,501$331K0.0%+15.8%0.000%
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5/15/2025 Panagora Asset Management Inc.65,928$14.56M0.1%-0.7%0.012%
5/15/2025 Activest Wealth Management130$29K0.0%+3,150.0%0.000%
5/15/2025 Palogic Value Management L.P.1,948$430K0.2%+4.9%0.000%
5/15/2025 Vident Advisory LLC238,532$52.68M0.8%+73.2%0.043%
5/15/2025 Evergreen Capital Management LLC5,710$1.26M0.0%+2.1%0.001%
5/15/2025 The Manufacturers Life Insurance Company 478,427$105.65M0.1%-12.1%0.086%
5/15/2025 Canada Pension Plan Investment Board147,801$32.64M0.0%+30.9%0.027%
5/15/2025 Parnassus Investments LLC4,310,410$951.87M2.3%-11.3%0.777%
5/15/2025 Clayton Partners LLC17,105$3.78M3.3%-37.5%0.003%
5/15/2025 WPG Advisers LLC379$84K0.1%N/A0.000%
(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, 2,052 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 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 1,877 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 ($570.70M), 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 946,550,423 shares in the last 24 months. This purchase volume represents approximately $126.41B in transactions.

Which Fiserv major shareholders have been selling company stock?

Of the 1,230 institutional investors that sold Fiserv stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($4.33M), Price T Rowe Associates Inc. MD ($3.78M), Veritas Asset Management LLP ($3.30M), ValueAct Holdings L.P. ($2.55M), Harris Associates L P ($2.37M), Dodge & Cox ($2.13M), and Kovitz Investment Group Partners LLC ($2.12M).

How much institutional selling is happening at Fiserv?

Institutional investors have sold a total of 72,153,426 shares in the last 24 months. This volume of shares sold represents approximately $12.16B in transactions.


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This page (NYSE:FI) was last updated on 5/28/2025 by MarketBeat.com Staff
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