Fiserv, Inc. (FI) Ownership

206.05 ↑3.79 (1.87%)
As of December 31, 1969, 7:00pm EST.

Institutional Ownership

T. Rowe Price Associates, Inc. is the biggest individual institutional holder of Fiserv, Inc. (FI), owning a total of 42.5 million shares. Combined, the top 35 institutional holders of FI own 55.42% of the company with a total of 126.1 million shares.

In the latest ownership report on September 30th 2024, the top 35 institutional holders decreased their combined ownership of FI by 5 thousand shares. 3 institutions bought 139 total additional shares and increased their ownership by an average of 93.33%. However 3 institutions sold 4,663 total shares and decreased their ownership by an average of 20.41%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Fiserv, decreased by a net total of -4,524 in the latest quarter.

Institution Ownership Chart

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Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
PARTNERS CAPITAL INVESTMENT GROUP, LLP0.178%-5.250%67,735-3,7532024-09-30
Integrated Investment Consultants, LLC0.056%-1.460%21,119-3132024-09-30
Lindbrook Capital, LLC0.001%-54.521%498-5972024-09-30
NewSquare Capital, LLC0.001%0.000%30702024-09-30
Rothschild Investment, LLC0.000%280.000%95702024-09-30
Bruce G Allen Investments LLC0.000%0.000%40402024-09-30
Hexagon Capital Partners LLC0.000%0.000%29292024-09-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price Associates, Inc.18.629%1.874%42,548,640782,8232021-06-30
Hotchkis & Wiley Capital Management LLC7.244%4.690%16,544,929741,2532021-06-30
BlackRock Inc5.119%-1.404%11,690,967-166,4772021-06-30
Van Eck Associates Corporation3.935%116.944%8,987,5364,844,7372021-06-30
Investment Counselors Of Maryland LLC3.109%11.161%7,099,955712,8812021-06-30
Massachusetts Financial Services Company3.099%1.625%7,077,052113,1852021-06-30
Dimensional Fund Advisors, Inc.2.134%9.242%4,874,979412,4212021-06-30
Ameriprise Financial Inc1.823%21.183%4,163,797727,8362021-06-30
State Street Corporation1.684%15.842%3,845,560525,8922021-06-30
Vanguard Group Inc1.448%5.016%3,306,439157,9312021-06-30
Geode Capital Management, LLC1.062%21.212%2,424,441424,2812021-06-30
Victory Capital Management Inc.1.057%35.201%2,413,333628,3322021-06-30
Paradiem, LLC0.984%0.000%2,246,81402021-06-30
Northern Trust Corp0.695%3.726%1,586,88756,9972021-06-30
Eaton Vance Management0.657%0.000%1,500,00002021-06-30
Nuveen Asset Management, LLC0.635%101.172%1,449,907729,1782021-06-30
Velanne Asset Management Ltd0.618%104.067%1,412,107720,1262021-06-30
Brandywine Global Investment Mgmt LLC0.526%-5.721%1,201,426-72,9052021-06-30
Charles Schwab Investment Management Inc0.410%4.116%936,65937,0302021-06-30
FMR Inc0.316%16.439%722,483102,0002021-06-30
PARTNERS CAPITAL INVESTMENT GROUP, LLP0.178%-5.250%67,735-3,7532024-09-30
Integrated Investment Consultants, LLC0.056%-1.460%21,119-3132024-09-30
Lindbrook Capital, LLC0.001%-54.521%498-5972024-09-30
NewSquare Capital, LLC0.001%0.000%30702024-09-30
Rothschild Investment, LLC0.000%280.000%95702024-09-30
Bruce G Allen Investments LLC0.000%0.000%40402024-09-30
Hexagon Capital Partners LLC0.000%0.000%29292024-09-30
CapTrust Financial Advisors0.000%-100.000%0-30,2602023-09-30
BakerAvenue Asset Management, LP0.000%-100.000%0-212023-12-31
Applied Finance Capital Management LLC0.000%-100.000%0-141,1162023-09-30
Disciplined Investments, LLC0.000%-100.000%0-42023-09-30
Versant Capital Management Inc0.000%-100.000%0-272023-09-30
Vestor Capital Partners0.000%-100.000%0-142,5412023-06-30
Nelson, Van Denburg & Campbell Wealth Management G0.000%-100.000%0-172024-06-30
AdvisorNet Financial, Inc0.000%-100.000%0-102024-03-31

Mutual Fund Ownership

T. Rowe Price Mid-Cap Value is the biggest individual fund holder of Fiserv, Inc. (FI), owning a total of 19.6 million shares. Combined, the top 27 mutual fund holders of FI own 23.01% of the company with a total of 52.5 million shares.

In the latest ownership report on September 30th 2024, the top 27 fund holders increased their combined ownership of FI by 57 shares. 2 funds bought 30 total additional shares and increased their ownership by an average of 2.22%. However 4 funds sold 87 total shares and decreased their ownership by an average of 3.99%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Fiserv, decreased by a net total of -57 in the latest report.

Mutual Funds Chart

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Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
Symmetry Balanced Port A0.003%-2.347%1,165-282024-09-30
Symmetry Moderate Growth Port A0.003%-2.593%1,127-302024-09-30
Symmetry Growth Port A0.003%2.589%951242024-09-30
Symmetry Conservative Port A0.001%-4.021%358-152024-09-30
Symmetry Equity Portfolio F0.001%1.858%32962024-09-30
Symmetry Conservative Inc Port LB0.001%-7.000%186-142024-09-30
Symmetry Fixed Inc Port A0.000%0.000%102024-09-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
T. Rowe Price Mid-Cap Value8.569%0.000%19,570,40302021-09-30
T. Rowe Price Small-Cap Value3.420%-0.173%7,811,657-13,5002021-09-30
American Beacon Small Cp Val R52.029%-0.609%4,635,090-28,4002021-09-30
Hotchkis & Wiley Small Cap Value I1.736%0.000%3,965,30002021-09-30
William Blair Small Cap Value N1.426%0.000%3,257,0443,257,0442021-07-31
JHFunds2 Mid Value NAV1.054%0.000%2,407,93602021-09-30
Columbia Small Cap Growth Inst0.575%0.000%1,312,20002021-08-31
Hotchkis & Wiley Value Opps Instl0.480%0.000%1,096,80002021-09-30
Principal SmallCap Value II Instl0.391%-0.154%893,524-1,3782021-09-30
JHVIT Mid Value NAV0.385%0.000%879,92302021-09-30
Columbia Small Cap Value I A0.362%0.000%825,77802021-08-31
DFA US Micro Cap I0.348%-6.222%795,082-52,7532021-09-30
Hotchkis & Wiley - Sm-Cap Val0.343%-2.153%783,339-17,2372021-09-30
USAA Small Cap Stock0.318%0.000%726,49202021-09-30
DFA US Targeted Value I0.287%2.087%655,45213,4002021-09-30
Hotchkis & Wiley Sm Cp Divers Val I0.277%11.850%632,42067,0002021-09-30
VP Partners Small Cap Value 30.262%0.000%599,42502021-08-31
DFA US Core Equity 2 I0.252%0.000%575,14502021-09-30
Columbia VP Small Cap Value 10.250%0.000%571,20702021-08-31
NT R2000 Index Fund - NL0.236%-4.081%539,887-22,9672021-09-30
Symmetry Balanced Port A0.003%-2.347%1,165-282024-09-30
Symmetry Moderate Growth Port A0.003%-2.593%1,127-302024-09-30
Symmetry Growth Port A0.003%2.589%951242024-09-30
Symmetry Conservative Port A0.001%-4.021%358-152024-09-30
Symmetry Equity Portfolio F0.001%1.858%32962024-09-30
Symmetry Conservative Inc Port LB0.001%-7.000%186-142024-09-30
Symmetry Fixed Inc Port A0.000%0.000%102024-09-30

Discussions

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145zip12/7/24 09:42pm

$FI when this finally break out we could see huge upside

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BumOfWolfStreet11/28/24 02:23pm

$FI who else finds themselves here after liquidating their positions for a loss only to bash on how seriously fcked up the stock market is

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bettysburgers11/19/24 08:03pm

$FI I mean ... head and shoulders .....

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AppleBigTech9/2/24 06:21pm

$FI Was last two days consolidation??

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davieshelvy12/30/23 12:04am

$FI great sale!!!! Buy buy buy

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chainstrader24912/3/23 07:51am

$FI breaking out of this wedge sooner than later

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