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Fiserv (FI) Institutional Ownership

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$165.65 +1.23 (+0.75%)
Closing price 03:59 PM Eastern
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$165.55 -0.10 (-0.06%)
As of 07:57 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)
1215
Total
Institutional Inflows
(last 12 months)
$16.41B
Number of
Institutional Sellers
(last 12 months)
1023
Total
Institutional Outflows
(last 12 months)
$8.21B
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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
7/16/2025Spirepoint Private Client LLC12,930$2.23M0.3%N/A0.002%
7/16/2025Builder Investment Group Inc. ADV52,720$9.09M2.2%-0.3%0.010%
7/16/2025ORG Wealth Partners LLC631$109K0.0%-21.0%0.000%
7/16/2025Brown Lisle Cummings Inc.21,944$3.78M1.0%-1.4%0.004%
7/16/2025Signaturefd LLC13,406$2.31M0.0%+1.5%0.002%
7/16/2025ORG Partners LLC426$74K0.0%+378.7%0.000%
7/16/2025Rainier Family Wealth Inc.2,724$470K0.5%-15.1%0.000%
7/16/2025Kendall Capital Management15,118$2.61M0.7%-1.9%0.003%
7/16/2025Lloyd Advisory Services LLC.1,936$334K0.2%N/A0.000%
7/16/2025State of Alaska Department of Revenue76,143$13.13M0.1%-0.3%0.014%
7/16/2025Patton Fund Management Inc.1,566$270K0.2%-88.5%0.000%
7/16/2025Kathmere Capital Management LLC1,488$257K0.0%+7.7%0.000%
7/16/2025ST Germain D J Co. Inc.4,161$717K0.0%-1.5%0.001%
7/16/2025Evergreen Private Wealth LLC767$132K0.1%-19.5%0.000%
7/16/2025Beaumont Financial Advisors LLC3,023$521K0.0%+6.7%0.001%
7/16/2025Strategic Investment Solutions Inc. IL2,181$376K0.1%N/A0.000%
7/16/2025LS Investment Advisors LLC119,385$20.58M3.0%+2.8%0.022%
7/16/2025Cox Capital Mgt LLC19,076$3.29M2.2%-1.7%0.003%
7/16/2025 CX Institutional46,097$7.95M0.3%-22.8%0.008%
7/16/2025American National Bank & Trust86,213$14.86M1.5%+0.4%0.016%
7/16/2025Hartford Investment Management Co.33,443$5.77M0.2%-3.7%0.006%
7/16/2025AAFMAA Wealth Management & Trust LLC6,485$1.12M0.5%-10.1%0.001%
7/16/2025Dakota Wealth Management12,566$2.17M0.0%+8.6%0.002%
7/16/2025MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH114,136$19.68M0.6%-37.4%0.021%
7/16/2025Perigon Wealth Management LLC2,587$446K0.0%-25.8%0.000%
7/16/2025Castleview Partners LLC1,356$234K0.2%N/A0.000%
7/15/2025Palumbo Wealth Management LLC18,896$3.26M1.0%-0.3%0.003%
7/15/2025Perennial Advisors LLC73,598$12.69M2.4%+1.0%0.013%
7/15/2025Harrell Investment Partners LLC2,510$433K0.1%-80.5%0.000%
7/15/2025TD Private Client Wealth LLC11,749$2.03M0.0%-41.7%0.002%
7/15/2025Mather Group LLC.1,723$297K0.0%-16.0%0.000%
7/15/2025Peddock Capital Advisors LLC22,121$3.81M0.9%+1.9%0.004%
7/15/2025Public Employees Retirement System of Ohio237,206$40.90M0.1%-9.7%0.043%
7/15/2025Buttonwood Financial Advisors Inc.12,022$2.07M0.8%-0.5%0.002%
7/15/2025Financial Management Professionals Inc.518$89K0.0%-59.9%0.000%
7/15/2025Ballentine Partners LLC10,825$1.87M0.0%+27.1%0.002%
7/15/2025Cigna Investments Inc. New5,421$935K0.2%-5.1%0.001%
7/15/2025Legacy Financial Group LLC1,562$269K0.0%-5.6%0.000%
7/15/2025Accurate Wealth Management LLC1,505$255K0.0%+12.5%0.000%
7/15/2025Fifth Third Bancorp100,479$17.32M0.1%-3.8%0.018%
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7/15/2025CCM Investment Advisers LLC71,058$12.25M1.3%+4.7%0.013%
7/15/2025Sheets Smith Wealth Management1,429$246K0.0%-67.5%0.000%
7/15/2025Hall Laurie J Trustee17,515$3.02M1.0%-1.5%0.003%
7/15/2025Forte Capital LLC ADV2,100$362K0.0%-23.0%0.000%
7/15/2025Oregon Pacific Wealth Management LLC1,396$241K0.2%+23.2%0.000%
7/15/2025Fortitude Family Office LLC254$44K0.0%-25.5%0.000%
7/14/2025 CHICAGO TRUST Co NA5,960$1.03M0.1%-1.1%0.001%
7/14/2025 Opal Wealth Advisors LLC1,919$331K0.1%-42.2%0.000%
7/14/2025 Lederer & Associates Investment Counsel CA9,512$1.64M1.1%+22.4%0.002%
7/14/2025 AdvisorNet Financial Inc10,621$1.83M0.1%-0.9%0.002%
7/14/2025 Salvus Wealth Management LLC24,282$4.19M2.4%+31.4%0.004%
7/14/2025 LaFleur & Godfrey LLC21,028$3.63M0.5%+3.9%0.004%
7/14/2025 Armstrong Advisory Group Inc.212$37K0.0%+178.9%0.000%
7/14/2025 KFG Wealth Management LLC3,741$645K0.1%+9.0%0.001%
7/14/2025 GAMMA Investing LLC19,003$3.28M0.2%+9.8%0.003%
7/14/2025 Scharf Investments LLC1,155,966$199.30M5.7%+3.0%0.208%
7/14/2025 Westend Capital Management LLC19,608$3.38M1.0%+78,332.0%0.004%
7/14/2025 U.S. Capital Wealth Advisors LLC7,895$1.36M0.0%-1.7%0.001%
7/14/2025 Farmers & Merchants Investments Inc.81,964$14.13M0.4%+0.9%0.015%
7/14/2025 Toth Financial Advisory Corp130,864$22.56M2.6%+1.2%0.024%
7/14/2025 Abacus Wealth Partners LLC4,606$794K0.1%+1.6%0.001%
7/14/2025 Park Avenue Securities LLC18,462$3.18M0.0%-14.2%0.003%
7/14/2025 Sowell Financial Services LLC3,540$610K0.0%+9.7%0.001%
7/14/2025 Physician Wealth Advisors Inc.1,192$206K0.0%+12.0%0.000%
7/11/2025 Annex Advisory Services LLC13,092$2.26M0.1%+6.2%0.002%
7/11/2025 BTC Capital Management Inc.39,033$6.72M0.5%-22.6%0.007%
7/11/2025 Bouvel Investment Partners LLC35,301$6.09M2.1%N/A0.006%
7/11/2025 Capital Advantage Inc.1,295$223K0.0%+7.7%0.000%
7/11/2025 Farther Finance Advisors LLC12,665$2.18M0.0%+41.0%0.002%
7/11/2025 Busey Bank105,670$18.22M0.6%+0.1%0.019%
7/11/2025 Silver Oak Securities Incorporated2,962$511K0.0%+4.7%0.001%
7/11/2025 CX 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%
7/11/2025 BDF Gestion16,580$2.86M0.3%-9.8%0.003%
7/11/2025 Professional Advisory Services Inc.167,217$28.83M3.9%+32.8%0.030%
7/11/2025 CMH Wealth Management LLC57,947$9.99M2.3%+45.5%0.010%
7/11/2025 Marshall & Sullivan Inc. WA37,180$6.41M3.1%-1.0%0.007%
7/11/2025 Essex Savings Bank1,311$226K0.1%+18.1%0.000%
7/11/2025 SeaCrest Wealth Management LLC1,633$282K0.0%-6.4%0.000%
7/11/2025 Diversified Trust Co60,240$10.39M0.2%+12.3%0.011%
7/11/2025 Assenagon Asset Management S.A.2,039,032$351.55M0.5%+939.0%0.368%
7/11/2025 TCV 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%
7/11/2025 Kingstone Capital Partners Texas LLC10,164$1.74M0.0%N/A0.002%
7/11/2025 IFM 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%
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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%
(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, 2,066 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 1,890 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 80,641,040 shares in the last 24 months. This purchase volume represents approximately $16.41B in transactions.

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

Of the 1,023 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 41,240,142 shares in the last 24 months. This volume of shares sold represents approximately $8.21B in transactions.



This page (NYSE:FI) was last updated on 7/16/2025 by MarketBeat.com Staff
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