Free Trial

Fiserv (FI) Institutional Ownership

Fiserv logo
$166.01 -3.13 (-1.85%)
Closing price 05/20/2025 03:58 PM Eastern
Extended Trading
$165.62 -0.38 (-0.23%)
As of 08:31 AM 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)
1196
Total
Institutional Inflows
(last 12 months)
$15.92B
Number of
Institutional Sellers
(last 12 months)
1006
Total
Institutional Outflows
(last 12 months)
$8.19B
Get FI Insider Trade Alerts

Want to know when executives and insiders are buying or selling Fiserv stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
5/20/2025Belpointe Asset Management LLC3,124$690K0.0%+13.3%0.001%
5/20/2025Intech 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%
5/20/2025Plato 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%
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%
Monday’s Market Drop was Brutal… Then it snapped Back (Ad)

Markets are constantly shifting, and one wrong move can turn an opportunity into a costly mistake… Just like what we saw on Monday in the markets when the NASDAQ opened nearly 400 points down from where it closed last Friday’s action… For it to just rip back up throughout the day erasing the negative move in an instant. These kinds of markets are not easy to trade… That’s exactly why I have been working on a “fail safe” way to trade the markets.. One that could give you the chance to profit… Even if we are dead wrong. Now I cannot promise future gains or against losses, but…

If you are interested in playing both directions of the market, you can view my free workshop here.
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%
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%
How to spot the exact time a stock tends to surge… or drop. (Ad)

Most folks have the idea of trading all wrong… And it honestly isn’t their fault. Look, we’ve seen the top traders at Wall Street pass on the narrative that you need to be a 100% savvy trader… or sit close to the charts all day just to target opportunities from the market… But in reality, you don’t need to do all that. In fact, according to a top trader who started using trading software before he could drive a car… studied technical analysis under two top minds in finance… And despite being 30 this year, he already has a decade of trading experience under his belt!

He says you could do it in a very straightforward way – just by knowing the exact time a stock is go
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%
5/15/2025 State of Wyoming1,329$293K0.0%-41.4%0.000%
5/15/2025 Timucuan Asset Management Inc. FL914,987$202.06M6.2%+13.4%0.165%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 186,873$41.27M0.3%-3.3%0.034%
5/15/2025 Oarsman Capital Inc.47,020$10.38M1.9%-0.4%0.008%
5/15/2025 Okabena Investment Services Inc.6,000$1.33M0.3%+200.0%0.001%
5/15/2025 OMERS ADMINISTRATION Corp21,394$4.72M0.0%-28.3%0.004%
5/15/2025 Broyhill Asset Management LLC16,776$3.71M3.0%-24.8%0.003%
(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 946,660,121 shares in the last 24 months. This purchase volume represents approximately $126.42B in transactions.

Which Fiserv major shareholders have been selling company stock?

Of the 1,229 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 72,270,864 shares in the last 24 months. This volume of shares sold represents approximately $12.17B in transactions.



This page (NYSE:FI) was last updated on 5/21/2025 by MarketBeat.com Staff
From Our Partners