Fiserv Ownership | Who Owns Fiserv?
Fiserv Ownership Summary
Fiserv is owned by 88.07% institutional investors, 0.72% insiders, and 11.21% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.25% of FI shares. Nordea Invest Portefølje Aktier is the top mutual fund, with 0.18% of its assets in Fiserv shares.
FI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Fiserv | 88.07% | 0.72% | 11.21% |
| Sector | Technology Stocks | 144.02% | 12.52% | -56.54% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 40.10M | 7.25% | $6.91B |
| Price t rowe associates inc /md/ | 34.02M | 5.84% | $6.99B |
| Dodge & cox | 29.72M | 5.38% | $5.12B |
| State street | 24.41M | 4.19% | $5.01B |
| Capital world investors | 19.07M | 3.45% | $3.29B |
| Massachusetts financial services co /ma/ | 6.55M | 1.18% | $1.13B |
| Harris associates l p | 5.33M | 0.96% | $919.07M |
| Parnassus investments | 4.86M | 0.84% | $998.70M |
| Amundi | 3.78M | 0.68% | $652.15M |
| Charles schwab investment management | 3.62M | 0.62% | $743.78M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Schubert | 278.74K | 33.99% | $48.06M |
| Pittenger & anderson | 2.88M | 18.16% | $496.85M |
| C partners gmbh | 332.61K | 12.61% | $57.35M |
| Veristar capital management lp | 36.36K | 12.51% | $7.47M |
| Hillman | 129.63K | 8.50% | $22.35M |
| Brooktree capital management | 48.85K | 7.44% | $10.03M |
| Freshford capital management | 181.95K | 7.27% | $31.37M |
| Focused investors | 1.28M | 7.24% | $221.21M |
| Close asset management | 1.20M | 6.93% | $245.98M |
| Cortland associates inc/mo | 305.34K | 6.14% | $52.64M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Marshall wace, llp | 2.07M | 0.40% | 2.07M |
| Assenagon asset management | 2.04M | 0.52% | 1.84M |
| Qube research | 1.29M | 0.23% | 1.28M |
| Swedbank ab | 1.59M | 0.31% | 1.25M |
| Worldquant millennium advisors | 993.07K | 0.85% | 948.63K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Egerton capital (uk) llp | - | - | -2.38M |
| Blackrock funding, inc. /de | 40.10M | 0.13% | -2.24M |
| Massachusetts financial services co /ma/ | 6.55M | 0.36% | -1.74M |
| Winslow capital management | - | - | -1.41M |
| Gqg partners | - | - | -1.20M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Baupost group llc/ma | 895.00K | 3.74% | 895.00K | $154.31M |
| Madison investment advisors | 655.78K | 1.52% | 655.78K | $134.71M |
| Park west asset management | 320.00K | 4.17% | 320.00K | $55.17M |
| Tudor investment corp et al | 282.84K | 0.11% | 282.84K | $48.76M |
| Glenmede investment management, lp | 205.11K | 0.18% | 205.11K | $35.36M |
Sold Out
| Holder | Change |
|---|---|
| Halbert hargrove global advisors | -1.00 |
| Kohmann bosshard financial services | -2.00 |
| Richardson capital management | -3.00 |
| Sugar maple asset management | -3.00 |
| Goalvest advisory | -5.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Jun 30, 2025 | 1,873 | -4.88% | 486,756,694 | -2.79% | 88 | 1.11% | 911 | 15.03% | 652 | -21.35% |
| Mar 31, 2025 | 1,935 | 0.31% | 499,171,206 | -2.55% | 88 | 1.15% | 776 | -10.50% | 821 | 10.05% |
| Dec 31, 2024 | 1,365 | -22.22% | 259,874,327 | -48.35% | 44 | 0.58% | 592 | -20.86% | 541 | -21.02% |
| Sep 30, 2024 | 1,755 | 2.87% | 503,181,076 | -2.61% | 87 | 1.12% | 748 | -2.60% | 685 | 10.13% |
| Jun 30, 2024 | 1,706 | 0.71% | 516,673,424 | -1.63% | 88 | 1.12% | 768 | 3.64% | 622 | -7.58% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Nordea Invest Portefølje Aktier | 67.48K | 0.18% | -1.75K |
| Nordea Invest Gl Small Cap Enhanced KL 1 | 50.35K | 0.13% | - |
| Symmetry Balanced Port A | 1.11K | 0.00% | -13.00 |
| Symmetry Moderate Growth Port A | 1.03K | 0.00% | -9.00 |
| Symmetry Growth Port A | 1.03K | 0.00% | 10.00 |
| Symmetry Equity Portfolio F | 385.00 | 0.00% | 1.00 |
| Symmetry Conservative Port A | 314.00 | 0.00% | -6.00 |
| Symmetry Conservative Inc Port LB | 162.00 | 0.00% | -2.00 |
| Symmetry Fixed Inc Port A | 1.00 | - | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 28, 2025 | Gelb Andrew | EVP, Co-Head of Fin. Sols. | Sell | $904.32K |
| May 27, 2025 | Rosman Adam L. | Chief Admin. and Legal Officer | Sell | $364.10K |
| May 27, 2025 | Rosman Adam L. | Chief Admin. and Legal Officer | Sell | $39.53K |
| Mar 03, 2025 | Gibbons John | EVP, Head of Fin. Insts. Grp. | Sell | $3.23M |
| Feb 27, 2025 | Rosman Adam L. | Chief Admin. and Legal Officer | Sell | $62.14K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q3 | - | - |
| 2025 Q2 | - | 3 |
| 2025 Q1 | - | 7 |
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 7 |
FI Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools