Fiserv Inc. (FISV) Ownership

208.58 ↑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 49.5 million shares. Combined, the top 35 institutional holders of FISV own 72.80% of the company with a total of 415.9 million shares.

In the latest ownership report on December 31st 2024, the top 35 institutional holders decreased their combined ownership of FISV by 12.4 million shares. 11 institutions bought 12,115,869 total additional shares and increased their ownership by an average of 15.70%. However 9 institutions sold 24,516,534 total shares and decreased their ownership by an average of 14.26%.

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 -12,400,665 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	8.827%	-0.332%	49,544,127	-165,015	2024-12-31
BlackRock Inc	7.432%	6.557%	41,716,243	2,566,865	2024-12-31
T. Rowe Price Associates, Inc.	6.061%	-3.284%	34,017,957	-1,155,042	2024-12-31
Dodge & Cox	5.735%	-1.624%	32,192,395	-531,372	2024-12-31
State Street Corp	4.349%	1.957%	24,408,662	468,475	2024-12-31
Capital World Investors	3.498%	-2.899%	19,630,806	-586,064	2024-12-31
Geode Capital Management, LLC	2.119%	1.875%	11,891,207	218,833	2024-12-31
FMR Inc	2.061%	22.520%	11,568,895	2,126,419	2024-12-31
Morgan Stanley - Brokerage Accounts	1.835%	14.624%	10,299,695	1,314,038	2024-12-31
Harris Associates L.P.	1.613%	-33.867%	9,053,132	-4,636,188	2024-12-31
JPMorgan Chase & Co	1.531%	-65.083%	8,593,064	-16,016,686	2024-12-31
Massachusetts Financial Services Company	1.431%	16.233%	8,030,889	1,121,597	2024-12-31
Nuveen Asset Management, LLC	1.236%	5.169%	6,936,554	340,938	2024-12-31
NORGES BANK	1.220%	-8.490%	6,846,716	-635,210	2024-12-31
Amvescap Plc.	1.213%	-6.177%	6,806,141	-448,063	2024-12-31
Northern Trust Corp	1.106%	19.530%	6,206,720	1,014,126	2024-12-31
AllianceBernstein L.P.	0.969%	65.583%	5,437,246	2,153,554	2024-12-31
Parnassus Investments LLC	0.866%	-6.588%	4,861,759	-342,894	2024-12-31
Sanders Capital, LLC	0.831%	9.551%	4,662,197	406,460	2024-12-31
UBS Asset Mgmt Americas Inc	0.823%	9.087%	4,616,841	384,564	2024-12-31

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	8.827%	-0.332%	49,544,127	-165,015	2024-12-31
BlackRock Inc	7.432%	6.557%	41,716,243	2,566,865	2024-12-31
T. Rowe Price Associates, Inc.	6.061%	-3.284%	34,017,957	-1,155,042	2024-12-31
Dodge & Cox	5.735%	-1.624%	32,192,395	-531,372	2024-12-31
State Street Corporation	4.217%	0.087%	24,676,352	21,397	2024-03-31
State Street Corp	4.349%	1.957%	24,408,662	468,475	2024-12-31
Capital World Investors	3.498%	-2.899%	19,630,806	-586,064	2024-12-31
Geode Capital Management, LLC	2.119%	1.875%	11,891,207	218,833	2024-12-31
Valueact Holdings, L.p.	1.911%	0.000%	11,647,776	0	2023-06-30
FMR Inc	2.061%	22.520%	11,568,895	2,126,419	2024-12-31
Morgan Stanley - Brokerage Accounts	1.835%	14.624%	10,299,695	1,314,038	2024-12-31
Kohlberg Kravis Roberts & Co LP	1.622%	-57.526%	10,185,071	-13,794,544	2022-09-30
Harris Associates L.P.	1.613%	-33.867%	9,053,132	-4,636,188	2024-12-31
JPMorgan Chase & Co	1.531%	-65.083%	8,593,064	-16,016,686	2024-12-31
Massachusetts Financial Services Company	1.431%	16.233%	8,030,889	1,121,597	2024-12-31
BlueSpruce Investments, LP	1.217%	6.693%	7,419,797	465,468	2023-06-30
Nuveen Asset Management, LLC	1.236%	5.169%	6,936,554	340,938	2024-12-31
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
NORGES BANK	1.220%	-8.490%	6,846,716	-635,210	2024-12-31
Amvescap Plc.	1.213%	-6.177%	6,806,141	-448,063	2024-12-31
Northern Trust Corp	1.106%	19.530%	6,206,720	1,014,126	2024-12-31
Lazard Asset Management LLC	0.922%	-8.477%	5,791,966	-536,431	2022-09-30
AllianceBernstein L.P.	0.969%	65.583%	5,437,246	2,153,554	2024-12-31
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
Parnassus Investments LLC	0.866%	-6.588%	4,861,759	-342,894	2024-12-31
Sanders Capital, LLC	0.831%	9.551%	4,662,197	406,460	2024-12-31
Longview Partners (Guernsey) Ltd.	0.793%	-2.683%	4,636,945	-127,820	2024-03-31
UBS Asset Mgmt Americas Inc	0.823%	9.087%	4,616,841	384,564	2024-12-31
Legal & General Group PLC	0.772%	-4.749%	4,393,739	-219,050	2024-09-30
Bank of New York Mellon Corp	0.719%	-8.105%	4,383,453	-386,607	2023-06-30
Goldman Sachs Group Inc	0.724%	-26.735%	4,117,363	-1,502,487	2024-09-30
Neuberger Berman Group LLC	0.465%	-0.922%	2,646,002	-24,619	2024-09-30

Mutual Fund Ownership

Dodge & Cox Stock I is the biggest individual fund holder of Fiserv Inc. (FISV), owning a total of 21.9 million shares. Combined, the top 31 mutual fund holders of FISV own 35.97% of the company with a total of 208 million shares.

In the latest ownership report on February 28th 2025, the top 31 fund holders increased their combined ownership of FISV by 390 thousand shares. 2 funds bought 7,075 total additional shares and increased their ownership by an average of 0.10%. However 3 funds sold 396,872 total shares and decreased their ownership by an average of 3.31%.

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 -389,797 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
SPDR® S&P 500® ETF Trust	1.252%	-0.736%	7,029,101	-52,104	2025-02-28
iShares Core S&P 500 ETF	1.191%	-0.005%	6,682,560	-336	2025-02-28
The Financial Select Sector SPDR® ETF	0.760%	0.119%	4,267,853	5,075	2025-02-28
Parnassus Core Equity Investor	0.607%	-9.179%	3,407,918	-344,432	2025-02-28
State St S&P 500® Indx SL Cl III	0.490%	0.073%	2,751,363	2,000	2025-02-28

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Dodge & Cox Stock I	3.904%	-0.100%	21,912,300	-21,900	2024-12-31
Vanguard Total Stock Mkt Idx Inv	3.184%	0.337%	17,873,148	60,004	2025-01-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.872%	0.694%	17,506,669	120,601	2023-03-31
Vanguard Institutional 500 Index Trust	2.792%	1.719%	15,672,129	264,876	2025-01-31
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	1.264%	0.443%	7,093,624	31,298	2025-01-31
SPDR® S&P 500® ETF Trust	1.252%	-0.736%	7,029,101	-52,104	2025-02-28
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
iShares Core S&P 500 ETF	1.191%	-0.005%	6,682,560	-336	2025-02-28
Capital Group Fundamental Invtrs Comp	1.163%	0.000%	6,525,890	0	2024-12-31
American Funds Fundamental Invs A	1.163%	0.000%	6,525,890	0	2024-12-31
American Funds American Balanced A	1.028%	-1.675%	5,767,038	-98,259	2024-12-31
Financial Select Sector SPDR® ETF	0.717%	0.567%	4,369,185	24,634	2023-08-31
The Financial Select Sector SPDR® ETF	0.760%	0.119%	4,267,853	5,075	2025-02-28
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
Vanguard Institutional Index I	0.636%	-0.603%	3,568,762	-21,634	2025-01-31
Parnassus Core Equity Investor	0.607%	-9.179%	3,407,918	-344,432	2025-02-28
T. Rowe Price U.S. Value Equity Tr-Z	0.598%	-1.514%	3,354,616	-51,560	2024-12-31
T. Rowe Price US Large-Cap Growth Equity	0.593%	-6.730%	3,330,295	-240,317	2024-12-31
T. Rowe Price Lrg Cp Gr I	0.562%	-5.303%	3,153,692	-176,603	2025-01-31
T. Rowe Price Value	0.550%	1.230%	3,086,011	37,485	2025-01-31
T. Rowe Price US Value Equity Composite	0.543%	-2.109%	3,048,526	-65,676	2024-12-31
Vanguard Growth Index Investor	0.533%	0.347%	2,993,943	10,355	2025-01-31
Oakmark Investor	0.530%	-25.341%	2,975,700	-1,010,000	2024-12-31
State St S&P 500® Indx SL Cl III	0.490%	0.073%	2,751,363	2,000	2025-02-28