Fiserv Inc. (FISV) Ownership

128.00 ↑0.00 (0.00%)

As of June 6, 2023, 4:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Fiserv Inc. (FISV), owning a total of 50.2 million shares. Combined, the top 29 institutional holders of FISV own 65.11% of the company with a total of 384.3 million shares.

In the latest ownership report on March 31st 2024, the top 29 institutional holders increased their combined ownership of FISV by 4.7 million shares. 9 institutions bought 8,274,305 total additional shares and increased their ownership by an average of 13.99%. However 10 institutions sold 3,573,575 total shares and decreased their ownership by an average of 3.77%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Fiserv increased by a net total of 4,700,730 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.577%	0.188%	50,181,927	94,245	2024-03-31
T. Rowe Price Associates, Inc.	7.643%	0.942%	44,720,962	417,459	2024-03-31
BlackRock Inc	6.827%	0.133%	39,944,176	52,860	2024-03-31
Dodge & Cox	5.915%	-0.736%	34,610,009	-256,561	2024-03-31
State Street Corporation	4.217%	0.087%	24,676,352	21,397	2024-03-31
Capital World Investors	3.220%	7.430%	18,840,137	1,303,078	2024-03-31
Harris Associates L.P.	2.448%	-4.816%	14,320,360	-724,525	2024-03-31
Geode Capital Management, LLC	2.004%	2.991%	11,723,030	340,470	2024-03-31
JPMorgan Chase & Co	1.786%	100.210%	10,449,112	5,230,029	2024-03-31
FMR Inc	1.702%	-10.713%	9,959,002	-1,194,954	2024-03-31
Morgan Stanley - Brokerage Accounts	1.570%	-3.802%	9,183,747	-362,982	2024-03-31
Massachusetts Financial Services Company	1.215%	-1.682%	7,109,609	-121,590	2024-03-31
Veritas Asset Management LLP	1.177%	-1.354%	6,886,029	-94,534	2024-03-31
Nuveen Asset Management, LLC	1.128%	5.584%	6,597,753	348,909	2024-03-31
Parnassus Investments LLC	1.118%	-3.520%	6,541,472	-238,668	2024-03-31
Amvescap Plc.	1.035%	8.334%	6,055,445	465,858	2024-03-31
Northern Trust Corp	0.959%	-4.975%	5,609,650	-293,690	2024-03-31
Longview Partners (Guernsey) Ltd.	0.793%	-2.683%	4,636,945	-127,820	2024-03-31
Legal & General Group PLC	0.758%	-3.445%	4,435,961	-158,251	2024-03-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.577%	0.188%	50,181,927	94,245	2024-03-31
T. Rowe Price Associates, Inc.	7.643%	0.942%	44,720,962	417,459	2024-03-31
BlackRock Inc	6.827%	0.133%	39,944,176	52,860	2024-03-31
Dodge & Cox	5.915%	-0.736%	34,610,009	-256,561	2024-03-31
State Street Corporation	4.217%	0.087%	24,676,352	21,397	2024-03-31
Capital World Investors	3.220%	7.430%	18,840,137	1,303,078	2024-03-31
Harris Associates L.P.	2.448%	-4.816%	14,320,360	-724,525	2024-03-31
Geode Capital Management, LLC	2.004%	2.991%	11,723,030	340,470	2024-03-31
Valueact Holdings, L.p.	1.911%	0.000%	11,647,776	0	2023-06-30
JPMorgan Chase & Co	1.786%	100.210%	10,449,112	5,230,029	2024-03-31
Kohlberg Kravis Roberts & Co LP	1.622%	-57.526%	10,185,071	-13,794,544	2022-09-30
FMR Inc	1.702%	-10.713%	9,959,002	-1,194,954	2024-03-31
Morgan Stanley - Brokerage Accounts	1.570%	-3.802%	9,183,747	-362,982	2024-03-31
BlueSpruce Investments, LP	1.217%	6.693%	7,419,797	465,468	2023-06-30
Massachusetts Financial Services Company	1.215%	-1.682%	7,109,609	-121,590	2024-03-31
Parnassus Investments, LLC	1.130%	0.823%	6,887,288	56,213	2023-06-30
Veritas Asset Management LLP	1.177%	-1.354%	6,886,029	-94,534	2024-03-31
Nuveen Asset Management, LLC	1.128%	5.584%	6,597,753	348,909	2024-03-31
NORGES BANK	1.125%	21.602%	6,582,183	1,169,312	2023-12-31
Parnassus Investments LLC	1.118%	-3.520%	6,541,472	-238,668	2024-03-31
Amvescap Plc.	1.035%	8.334%	6,055,445	465,858	2024-03-31
Lazard Asset Management LLC	0.922%	-8.477%	5,791,966	-536,431	2022-09-30
Northern Trust Corp	0.959%	-4.975%	5,609,650	-293,690	2024-03-31
Envestnet Asset Management Inc	0.835%	715.731%	5,090,702	4,466,636	2023-03-31
Nordea Investment Mgmt Bank Demark A/s	0.774%	-1.619%	4,915,208	-80,863	2022-12-31
Franklin Resources Inc	0.769%	-2.507%	4,881,886	-125,511	2022-06-30
Longview Partners (Guernsey) Ltd.	0.793%	-2.683%	4,636,945	-127,820	2024-03-31
Legal & General Group PLC	0.758%	-3.445%	4,435,961	-158,251	2024-03-31
Bank of New York Mellon Corp	0.719%	-8.105%	4,383,453	-386,607	2023-06-30

Mutual Fund Ownership

Dodge & Cox Stock I is the biggest individual fund holder of Fiserv Inc. (FISV), owning a total of 23.2 million shares. Combined, the top 30 mutual fund holders of FISV own 36.43% of the company with a total of 216.5 million shares.

In the latest ownership report on May 31st 2024, the top 30 fund holders increased their combined ownership of FISV by 301 thousand shares. 4 funds bought 255,831 total additional shares and increased their ownership by an average of 0.56%. However 3 funds sold 556,842 total shares and decreased their ownership by an average of 3.57%.

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 -301,011 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Total Stock Mkt Idx Inv	3.181%	0.323%	18,609,743	59,853	2024-05-31
Vanguard Institutional 500 Index Trust	2.633%	0.881%	15,403,564	134,587	2024-05-31
SPDR® S&P 500® ETF Trust	1.233%	0.646%	7,216,420	46,280	2024-05-31
iShares Core S&P 500 ETF	1.067%	-0.029%	6,240,838	-1,790	2024-05-31
Parnassus Core Equity Investor	0.798%	-10.499%	4,669,604	-547,761	2024-05-31
The Financial Select Sector SPDR® ETF	0.695%	0.373%	4,066,954	15,111	2024-05-31
Vanguard Institutional Index I	0.669%	-0.186%	3,916,017	-7,291	2024-05-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox Stock I	3.971%	0.000%	23,235,000	0	2024-03-31
Vanguard Total Stock Mkt Idx Inv	3.181%	0.323%	18,609,743	59,853	2024-05-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.872%	0.694%	17,506,669	120,601	2023-03-31
Vanguard Institutional 500 Index Trust	2.633%	0.881%	15,403,564	134,587	2024-05-31
Vanguard 500 Index Investor	2.425%	0.562%	14,781,364	82,643	2023-07-31
Invesco QQQ Trust	1.341%	0.608%	8,275,010	49,985	2023-05-31
Fidelity 500 Index	1.242%	0.215%	7,269,251	15,599	2024-04-30
SPDR® S&P 500® ETF Trust	1.233%	0.646%	7,216,420	46,280	2024-05-31
Fidelity® 500 Index	1.151%	0.646%	7,015,769	45,006	2023-07-31
SPDR® S&P 500 ETF Trust	1.108%	-0.087%	6,752,248	-5,888	2023-08-31
American Funds Fundamental Invs A	1.099%	4.316%	6,431,227	266,082	2024-03-31
Capital Group Fundamental Invtrs Comp	1.099%	4.316%	6,431,227	266,082	2024-03-31
iShares Core S&P 500 ETF	1.067%	-0.029%	6,240,838	-1,790	2024-05-31
American Funds American Balanced A	0.922%	30.427%	5,394,856	1,258,551	2024-03-31
Vanguard Growth Index Investor	0.816%	-0.333%	4,973,114	-16,636	2023-07-31
T. Rowe Price Value	0.803%	9.263%	4,698,010	398,280	2024-03-31
T. Rowe Price US Value Equity Composite	0.803%	9.263%	4,698,010	398,280	2024-03-31
Parnassus Core Equity Investor	0.798%	-10.499%	4,669,604	-547,761	2024-05-31
T. Rowe Price U.S. Value Equity Tr-Z	0.794%	15.646%	4,645,275	628,460	2024-03-31
Financial Select Sector SPDR® ETF	0.717%	0.567%	4,369,185	24,634	2023-08-31
The Financial Select Sector SPDR® ETF	0.695%	0.373%	4,066,954	15,111	2024-05-31
T. Rowe Price US Large-Cap Growth Equity	0.693%	-1.676%	4,054,333	-69,100	2024-03-31
T. Rowe Price Lrg Cp Gr I	0.693%	-1.676%	4,054,333	-69,100	2024-03-31
Vanguard Institutional Index I	0.669%	-0.186%	3,916,017	-7,291	2024-05-31
American Funds Growth Fund of Amer A	0.599%	0.000%	3,732,570	0	2022-12-31
Capital Group Growth Fnd of Amer Comp	0.599%	0.000%	3,732,570	0	2022-12-31
T. Rowe Price Growth Stock Tr-B	0.578%	15.851%	3,630,872	496,787	2022-12-31
T. Rowe Price Growth Stock	0.618%	-4.313%	3,613,682	-162,897	2024-03-31
T. Rowe Price US Growth Stock Composite	0.618%	-4.313%	3,613,682	-162,897	2024-03-31
Oakmark Investor	0.597%	2.647%	3,490,000	90,000	2024-03-31