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Fiserv (FI) Institutional Ownership

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$123.86 -1.39 (-1.11%)
As of 11:35 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)
1361
Total
Institutional Inflows
(last 12 months)
$20.09B
Number of
Institutional Sellers
(last 12 months)
1125
Total
Institutional Outflows
(last 12 months)
$9.98B
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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
10/23/2025KLP Kapitalforvaltning AS221,436$28.55M0.1%-11.4%0.041%
10/23/2025Securian Asset Management Inc.26,252$3.39M0.1%-9.4%0.005%
10/23/2025Integral Investment Advisors Inc.8,547$1.10M0.3%+1.7%0.002%
10/22/2025MassMutual Private Wealth & Trust FSB129,997$16.76M0.4%+0.9%0.024%
10/22/2025Cerity Partners LLC493,065$63.57M0.1%-2.8%0.091%
10/22/2025Louisiana State Employees Retirement System28,500$3.68M0.1%-2.7%0.005%
10/22/2025CoreCap Advisors LLC1,110$143K0.0%-16.6%0.000%
10/22/2025Abundance Wealth Counselors11,331$1.46M0.3%-2.6%0.002%
10/22/2025Eads & Heald Wealth Management13,550$1.75M0.8%-6.8%0.002%
10/22/2025Geneos Wealth Management Inc.61,866$7.98M0.2%+2.4%0.011%
10/22/2025Cigna Investments Inc. New5,323$686K0.1%-1.8%0.001%
10/22/2025Hennion & Walsh Asset Management Inc.5,318$686K0.0%-17.9%0.001%
10/22/2025Community Trust & Investment Co.77,992$10.06M0.5%N/A0.014%
10/22/2025Torray Investment Partners LLC45,561$5.87M0.8%-1.9%0.008%
10/22/2025Chicago Capital LLC32,374$4.17M0.1%-1.0%0.006%
10/22/2025Robeco Institutional Asset Management B.V.216,255$27.88M0.0%-63.1%0.040%
10/22/2025Bouvel Investment Partners LLC34,938$4.51M1.4%-1.0%0.006%
10/22/2025D.A. Davidson & CO.142,717$18.40M0.1%-9.3%0.026%
10/22/2025Bigelow Investment Advisors LLC2,627$339K0.1%+21.1%0.000%
10/22/2025CWA Asset Management Group LLC6,983$900K0.0%-8.3%0.001%
10/22/2025Ellis Investment Partners LLC4,288$553K0.1%-4.9%0.001%
10/22/2025OLD Second National Bank of Aurora1,513$195K0.0%-7.2%0.000%
10/22/2025Greenspring Advisors LLC1,800$232K0.0%N/A0.000%
10/22/2025LS Investment Advisors LLC108,822$14.03M2.0%-8.8%0.020%
10/22/2025City Holding Co.13,517$1.74M0.2%-14.8%0.002%
10/22/2025Park Place Capital Corp2,111$272K0.1%-75.6%0.000%
10/22/2025Investment Research & Advisory Group Inc.21,392$2.76M0.9%+9.2%0.004%
10/22/2025Daymark Wealth Partners LLC2,286$295K0.0%-14.5%0.000%
10/22/2025Letson Investment Management Inc.73,166$9.43M3.4%N/A0.013%
10/22/2025Commonwealth Equity Services LLC116,898$15.07M0.0%+18.4%0.022%
10/22/2025Sandy Cove Advisors LLC4,750$612K0.2%-2.0%0.001%
10/22/2025Earned Wealth Advisors LLC2,337$301K0.0%N/A0.000%
10/22/2025Asset Management One Co. Ltd.240,851$31.05M0.1%+0.2%0.044%
10/22/2025Trust Co. of Oklahoma19,933$2.57M0.8%-6.1%0.004%
10/21/2025 Arrow Financial Corp2,169$280K0.0%-3.6%0.000%
10/21/2025 Fifth Third Wealth Advisors LLC8,184$1.06M0.0%-6.4%0.002%
10/21/2025 Penobscot Investment Management Company Inc.12,887$1.66M0.1%-21.8%0.002%
10/21/2025 Moss Adams Wealth Advisors LLC1,696$219K0.0%-5.8%0.000%
10/21/2025 Eagle Strategies LLC12,624$1.63M0.2%N/A0.002%
10/21/2025 Global Retirement Partners LLC12,292$1.59M0.0%-9.4%0.002%
10/21/2025 Davis Capital Management335$43K0.0%N/A0.000%
10/21/2025 JARISLOWSKY FRASER Ltd1,508,425$194.48M1.1%+9.1%0.277%
10/21/2025 Fulton Bank N.A.16,873$2.18M0.1%+2.8%0.003%
10/21/2025 American National Bank & Trust841$108K0.0%-99.0%0.000%
10/21/2025 Financiere des Professionnels Fonds d investissement inc.65,479$8.44M0.5%-3.5%0.012%
10/21/2025 Olstein Capital Management L.P.58,000$7.48M1.4%+84.1%0.011%
10/21/2025 Signaturefd LLC11,846$1.53M0.0%-11.6%0.002%
10/21/2025 Buttonwood Financial Advisors Inc.41,130$5.30M1.8%+242.1%0.008%
10/21/2025 Unique Wealth LLC16,764$2.16M0.3%-1.1%0.003%
10/21/2025 PDS Planning Inc2,998$387K0.0%-7.8%0.001%
10/21/2025 GAM Holding AG94,767$12.22M0.8%+3.2%0.017%
10/21/2025 SJS Investment Consulting Inc.353$46K0.0%+2,253.3%0.000%
10/21/2025 Tectonic Advisors LLC8,190$1.06M0.1%+27.4%0.002%
10/21/2025 Silver Oak Securities Incorporated2,640$340K0.0%-10.9%0.000%
10/21/2025 CMH Wealth Management LLC86,676$11.18M2.4%+49.6%0.016%
10/21/2025 Generali Asset Management SPA SGR62,061$8.00M0.2%+4.2%0.011%
10/21/2025 Invesco LLC3,120$402K0.1%+6.3%0.001%
10/21/2025 True Wealth Design LLC231$30K0.0%+3,750.0%0.000%
10/21/2025 Guyasuta Investment Advisors Inc.170,464$21.98M1.3%+9.4%0.031%
10/21/2025 Salomon & Ludwin LLC694$89K0.0%+1,316.3%0.000%
10/21/2025 Romano Brothers AND Company72,765$9.37M1.1%+8.4%0.013%
10/21/2025 Mather Group LLC.1,183$153K0.0%-31.3%0.000%
10/21/2025 Optimum Investment Advisors4,290$553K0.2%-7.5%0.001%
10/20/2025 Pinnacle Wealth Management Advisory Group LLC2,648$341K0.0%-5.8%0.000%
10/20/2025 Monarch Capital Management Inc.37,312$4.81M1.2%+23.1%0.007%
10/20/2025 Miracle Mile Advisors LLC9,741$1.26M0.0%+1.4%0.002%
10/20/2025 Allspring Global Investments Holdings LLC378,262$47.70M0.1%-1.1%0.070%
10/20/2025 JB Capital LLC42,624$5.50M0.2%+2,687.7%0.008%
10/20/2025 Ayrshire Capital Management LLC45,050$5.81M2.7%-4.0%0.008%
10/20/2025 3Chopt Investment Partners LLC1,919$247K0.1%-11.5%0.000%
10/20/2025 Moody Lynn & Lieberson LLC2,958$381K0.0%-33.1%0.001%
10/20/2025 Calamos Wealth Management LLC3,622$467K0.0%+73.1%0.001%
10/20/2025 Calamos Advisors LLC118,484$15.28M0.1%-44.3%0.022%
10/20/2025 Generate Investment Management Ltd320,000$41.26M2.1%+86.2%0.059%
10/20/2025 Ascent Group LLC31,539$4.07M0.1%+22.9%0.006%
10/20/2025 Great Diamond Partners LLC7,222$931K0.2%+2.9%0.001%
10/20/2025 Sivia Capital Partners LLC2,432$314K0.1%+43.4%0.000%
10/20/2025 Diversified Trust Co63,869$8.24M0.2%+6.0%0.012%
10/20/2025 Legal Advantage Investments Inc.57,292$7.39M3.3%-1.2%0.011%
10/20/2025 Continuum Advisory LLC27,471$3.54M0.4%+2,051.2%0.005%
10/20/2025 Albion Financial Group UT143,466$18.50M1.1%+1.7%0.026%
10/20/2025 Analyst IMS Investment Management Services Ltd.13,321$1.72M0.1%-9.2%0.002%
10/20/2025 Pure Financial Advisors LLC2,269$293K0.0%+20.5%0.000%
10/17/2025 Farmers & Merchants Investments Inc.83,140$10.72M0.3%+1.4%0.015%
10/17/2025 Boston Trust Walden Corp6,446$831K0.0%+1.7%0.001%
10/17/2025 HM Payson & Co.79,874$10.30M0.1%-9.0%0.015%
10/17/2025 Annex Advisory Services LLC13,314$1.72M0.0%+1.7%0.002%
10/17/2025 Carderock Capital Management Inc.41,327$5.33M1.3%+0.3%0.008%
10/17/2025 Ethic Inc.93,838$12.10M0.2%-13.7%0.017%
10/17/2025 Institute for Wealth Management LLC.7,795$1.01M0.1%-3.1%0.001%
10/17/2025 Live Oak Private Wealth LLC44,531$5.74M0.8%+8.9%0.008%
10/17/2025 Marathon Asset Management Ltd477,082$61.51M2.3%-8.9%0.088%
10/17/2025 Indiana Trust & Investment Management Co21,387$2.76M0.8%-5.5%0.004%
10/17/2025 J. L. Bainbridge & Co. Inc.263,979$34.04M2.8%+4.5%0.049%
10/17/2025 Perigon Wealth Management LLC3,934$507K0.0%+52.1%0.001%
10/17/2025 Peddock Capital Advisors LLC21,859$2.82M0.6%-1.2%0.004%
10/17/2025 Sowell Financial Services LLC3,054$394K0.0%-13.7%0.001%
10/17/2025 Thompson Investment Management Inc.48,243$6.22M0.8%+20.3%0.009%
10/17/2025 Bellecapital International Ltd.67,038$8.64M1.4%-8.3%0.012%
10/17/2025 Apollon Wealth Management LLC26,566$3.43M0.1%-25.8%0.005%
(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, 2,104 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 1,952 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 102,048,653 shares in the last 24 months. This purchase volume represents approximately $20.09B in transactions.

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

Of the 1,123 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 50,947,549 shares in the last 24 months. This volume of shares sold represents approximately $9.98B in transactions.



This page (NYSE:FI) was last updated on 10/23/2025 by MarketBeat.com Staff
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