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Fiserv (FI) Institutional Ownership

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$126.63 +1.58 (+1.27%)
Closing price 03:59 PM Eastern
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$127.66 +1.03 (+0.81%)
As of 06:24 PM 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)
1360
Total
Institutional Inflows
(last 12 months)
$20.10B
Number of
Institutional Sellers
(last 12 months)
1109
Total
Institutional Outflows
(last 12 months)
$9.97B
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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
10/7/2025Canandaigua National Bank & Trust Co.1,702$219K0.0%-5.2%0.000%
10/7/2025KFG Wealth Management LLC3,976$513K0.1%+6.3%0.001%
10/7/2025Assenagon Asset Management S.A.2,003,870$258.36M0.4%-1.7%0.369%
10/7/2025Cullen Investment Group LTD.14,017$1.79M0.2%+5.4%0.003%
10/7/2025Graphene Investments SAS23,100$2.98M1.9%+22.2%0.004%
10/7/2025Union Bancaire Privee UBP SA20,395$2.63M0.1%-55.0%0.004%
10/7/2025Oak Thistle LLC19,602$2.53M0.4%N/A0.004%
10/6/2025Moody National Bank Trust Division9,815$1.27M0.1%+7.9%0.002%
10/6/2025HF Advisory Group LLC5,381$694K0.3%+41.8%0.001%
10/6/2025Heartwood Wealth Advisors LLC950$122K0.0%N/A0.000%
10/6/2025Nilsine Partners LLC17,935$2.31M0.2%-47.7%0.003%
10/3/2025 Aaron Wealth Advisors LLC4,592$592K0.0%+67.9%0.001%
10/3/2025 West Oak Capital LLC300$39K0.0%-25.0%0.000%
10/2/2025 Central Pacific Bank Trust Division11,215$1.45M0.2%+26.3%0.002%
10/2/2025 GAMMA Investing LLC16,682$2.15M0.1%-12.2%0.003%
10/1/2025 Jacobs & Co. CA63,698$8.21M0.8%+18.0%0.012%
10/1/2025 First Financial Bank Trust Division22,242$2.87M0.2%-8.9%0.004%
9/26/2025Corient Private Wealth LLC590,725$101.85M0.1%-4.9%0.109%
9/24/2025Texas Permanent School Fund Corp64,882$11.19M0.1%+5.4%0.012%
9/22/2025Caldwell Trust Co4,445$766K0.1%N/A0.001%
9/10/2025Troy Asset Management Ltd317,208$54.69M1.5%+20.5%0.058%
9/4/2025Reynders McVeigh Capital Management LLC30,525$5.26M0.3%-5.8%0.006%
9/4/2025Osaic Holdings Inc.105,215$19.63M0.0%+77.8%0.019%
8/29/2025Centaurus Financial Inc.3,107$536K0.0%+4.8%0.001%
8/28/2025China Universal Asset Management Co. Ltd.6,350$1.10M0.1%-70.5%0.001%
8/27/2025Orion Porfolio Solutions LLC54,800$9.45M0.1%-2.6%0.010%
8/26/2025Provident Investment Management Inc.284,107$48.98M4.2%+35.4%0.052%
8/26/2025Thrivent Financial for Lutherans194,764$33.58M0.1%-10.7%0.036%
8/26/2025MASTERINVEST Kapitalanlage GmbH11,904$2.05M0.2%N/A0.002%
8/20/2025Kentucky Retirement Systems36,298$6.26M0.2%-6.1%0.007%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund15,406$2.66M0.2%-6.5%0.003%
8/20/2025Monarch Capital Management Inc.30,320$5.23M1.4%+4.1%0.006%
8/19/2025B. Riley Wealth Advisors Inc.6,806$1.17M0.1%N/A0.001%
8/19/2025Cape Investment Advisory Inc.5,616$968K0.4%+17.3%0.001%
8/19/2025Advisory Services Network LLC37,157$6.41M0.1%+37.2%0.007%
8/19/2025Anchor Investment Management LLC34,038$5.87M0.5%-1.5%0.006%
8/19/2025State of Wyoming2,192$378K0.0%+64.9%0.000%
8/19/2025Pitcairn Co.8,327$1.44M0.1%-9.3%0.002%
8/18/2025Nomura Holdings Inc.17,251$2.97M0.0%-43.7%0.003%
8/18/2025Geneos Wealth Management Inc.60,396$10.41M0.3%+57.8%0.011%
8/18/2025Caxton Associates LLP1,837$317K0.0%-96.5%0.000%
8/18/2025National Bank of Canada FI378,559$65.27M0.1%-14.3%0.070%
8/16/2025Public Sector Pension Investment Board719,564$124.06M0.5%+23.9%0.132%
8/16/2025FORA Capital LLC29,432$5.07M0.6%-5.8%0.005%
8/16/2025Evergreen Capital Management LLC5,558$958K0.0%-2.7%0.001%
8/16/2025Headlands Technologies LLC69,585$12.00M1.4%N/A0.013%
8/15/2025CANADA LIFE ASSURANCE Co805,715$139.14M0.2%+24.9%0.148%
8/15/2025Tower Research Capital LLC TRC 24,920$4.30M0.1%+61.9%0.005%
8/15/2025MUFG Securities EMEA plc1,638$282K0.0%N/A0.000%
8/15/2025Semmax Financial Advisors Inc.7,121$1.23M0.3%+19.5%0.001%
8/15/2025Resources Management Corp CT ADV49,805$8.59M1.2%+21.3%0.009%
8/15/2025Corient Private Wealth LLC592,018$102.07M0.1%-4.7%0.109%
8/15/2025Florida Financial Advisors LLC3,342$576K0.2%+27.4%0.001%
8/15/2025State of Tennessee Department of Treasury200,350$34.54M0.1%-12.5%0.037%
8/15/2025Stonebridge Capital Advisors LLC4,318$744K0.1%+2.3%0.001%
8/15/2025Sender Co & Partners Inc.6,931$1.20M0.3%N/A0.001%
8/15/2025Captrust Financial Advisors36,428$6.28M0.0%-6.9%0.007%
8/15/2025Keel Point LLC30,029$5.18M0.3%+29.9%0.006%
8/15/2025WFA of San Diego LLC320$55K0.0%N/A0.000%
8/15/2025Vident Advisory LLC243,554$41.99M0.5%+2.1%0.045%
8/15/2025Voleon Capital Management LP8,461$1.46M0.1%N/A0.002%
8/15/2025Voya Financial Advisors Inc.7,045$1.21M0.1%+6.6%0.001%
8/15/2025Teza Capital Management LLC2,572$443K0.3%+18.1%0.000%
8/15/2025Tidal Investments LLC100,982$17.41M0.1%+77.0%0.019%
8/15/2025Smartleaf Asset Management LLC7,691$1.33M0.1%-15.3%0.001%
8/15/2025Snowden Capital Advisors LLC28,296$4.88M0.1%-2.8%0.005%
8/15/2025Sompo Asset Management Co. Ltd.5,470$943K0.2%+38.8%0.001%
8/15/2025Sone Capital Management LLC27,060$4.67M0.4%N/A0.005%
8/15/2025Royal London Asset Management Ltd.945,939$163.09M0.4%+1.5%0.174%
8/15/2025Rafferty Asset Management LLC184,379$31.79M0.1%-1.1%0.034%
8/15/2025Redwood Grove Capital LLC98,732$17.02M5.6%-0.5%0.018%
8/15/2025Redwood Investment Management LLC7,927$1.37M0.1%+32.6%0.001%
8/15/2025Sandler Capital Management1,700$293K0.1%-91.3%0.000%
8/15/2025Oxford Asset Management LLP1,228$212K0.1%N/A0.000%
8/15/2025Oxford Financial Group LTD. LLC1,674$289K0.0%-4.6%0.000%
8/15/2025Orion Porfolio Solutions LLC54,776$9.44M0.1%-2.6%0.010%
8/15/2025Palisade Capital Management LP124,710$21.50M0.6%+11.9%0.023%
8/15/2025MML Investors Services LLC129,862$22.39M0.1%-2.8%0.024%
8/15/2025Man Group plc685,712$118.22M0.2%+694.6%0.126%
8/15/2025McIlrath & Eck LLC272$47K0.0%-82.6%0.000%
8/15/2025Meiji Yasuda Asset Management Co Ltd.9,655$1.67M0.1%-20.9%0.002%
8/15/2025Lazard Asset Management LLC1,370,640$236.31M0.3%+81.1%0.252%
8/15/2025London Co. of Virginia387,074$66.74M0.4%-1.8%0.071%
8/15/2025HRT Financial LP160,158$27.61M0.1%N/A0.029%
8/15/2025Hilton Capital Management LLC5,145$887K0.1%+7.1%0.001%
8/15/2025Holocene Advisors LP1,085,209$187.10M0.5%-34.4%0.200%
8/15/2025Hound Partners LLC33,359$5.75M0.8%N/A0.006%
8/15/2025ICONIQ Capital LLC1,893$326K0.0%-37.8%0.000%
8/15/2025IHT Wealth Management LLC2,281$393K0.0%-4.3%0.000%
8/15/2025Great Valley Advisor Group Inc.42,715$7.37M0.2%-37.0%0.008%
8/15/2025EP Wealth Advisors LLC33,929$5.85M0.0%+118.7%0.006%
8/15/2025Engineers Gate Manager LP116,857$20.15M0.3%+1,601.2%0.021%
8/15/2025Curi Capital LLC44,096$7.60M0.1%+12.1%0.008%
8/15/2025Beck Mack & Oliver LLC634,903$109.46M2.1%+18.0%0.117%
8/15/2025Benjamin Edwards Inc.18,972$3.27M0.0%+80.9%0.003%
8/15/2025BI Asset Management Fondsmaeglerselskab A S259,501$44.74M0.4%-11.3%0.048%
8/15/2025Boothbay Fund Management LLC27,016$4.66M0.1%-29.9%0.005%
8/15/2025Bridgeway Capital Management LLC5,590$964K0.0%-1.8%0.001%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp385,088$66.39M0.4%-5.2%0.071%
8/15/2025BlueCrest Capital Management Ltd178,914$30.85M1.2%N/A0.033%
(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, 2,094 institutional investors and hedge funds held shares of Fiserv. The most heavily invested institutionals were Vanguard Group Inc. ($8.61B), Price T Rowe Associates Inc. MD ($6.93B), Dodge & Cox ($5.12B), State Street Corp ($4.16B), Capital World Investors ($4.03B), JPMorgan Chase & Co. ($3.39B), and FMR LLC ($2.38B).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 1,937 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. ($51.93M), Price T Rowe Associates Inc. MD ($44.72M), Norges Bank ($20.69M), Capital World Investors ($18.84M), Massachusetts Financial Services Co. MA ($8.67M), Nuveen LLC ($7.80M), and Northern Trust Corp ($7.09M).

How much institutional buying is happening at Fiserv?

Institutional investors have bought a total of 101,599,927 shares in the last 24 months. This purchase volume represents approximately $20.10B in transactions.

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

Of the 1,109 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), Dodge & Cox ($3.00M), Kovitz Investment Group Partners LLC ($2.12M), Invesco Ltd. ($2.12M), Massachusetts Financial Services Co. MA ($2.00M), C WorldWide Group Holding A S ($1.93M), and Parnassus Investments LLC ($1.49M).

How much institutional selling is happening at Fiserv?

Institutional investors have sold a total of 50,584,518 shares in the last 24 months. This volume of shares sold represents approximately $9.97B in transactions.


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This page (NYSE:FI) was last updated on 10/7/2025 by MarketBeat.com Staff
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