Fiserv Ownership | Who Owns Fiserv?
Fiserv Ownership Summary
Fiserv is owned by 44.64% institutional investors, 1.23% insiders, and 54.12% retail investors. Blackrock funding, inc. /de is the largest institutional shareholder, holding 7.17% of FI shares. Symmetry Balanced Port A is the top mutual fund, with 0.00% of its assets in Fiserv shares.
FI Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Fiserv | 44.64% | 1.23% | 54.12% |
| Sector | Technology Stocks | 44.47% | 12.07% | 43.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 41.72M | 7.17% | $8.57B |
| Price t rowe associates inc /md/ | 34.02M | 5.84% | $6.99B |
| Dodge & cox | 32.19M | 5.53% | $6.61B |
| State street | 24.41M | 4.19% | $5.01B |
| Capital world investors | 19.63M | 3.37% | $4.03B |
| Harris associates l p | 9.05M | 1.56% | $1.86B |
| Massachusetts financial services co /ma/ | 8.03M | 1.38% | $1.65B |
| Parnassus investments | 4.86M | 0.84% | $998.70M |
| Sanders capital | 4.66M | 0.80% | $957.71M |
| Longview partners (guernsey) | 3.67M | 0.63% | $754.09M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Schubert | 314.56K | 43.52% | $64.62M |
| Pittenger & anderson | 2.92M | 21.81% | $600.36M |
| C partners gmbh | 283.04K | 14.51% | $58.14M |
| Veristar capital management lp | 36.36K | 12.51% | $7.47M |
| Hillman | 129.63K | 11.27% | $26.63M |
| Aryeh capital management | 78.84K | 9.70% | $16.20M |
| Cortland associates inc/mo | 347.38K | 8.12% | $71.36M |
| Focused investors | 1.23M | 8.00% | $253.19M |
| Mig capital | 360.95K | 7.64% | $74.15M |
| Scharf investments | 1.24M | 7.58% | $255.73M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Raymond james financial | 2.99M | 0.23% | 2.99M |
| Blackrock funding, inc. /de | 41.72M | 0.17% | 2.57M |
| Winslow capital management | 1.77M | 1.29% | 1.77M |
| Massachusetts financial services co /ma/ | 8.03M | 0.52% | 1.12M |
| Holocene advisors, lp | 803.02K | 0.53% | 803.02K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Harris associates l p | 9.05M | 2.45% | -4.64M |
| Bluespruce investments, lp | - | - | -1.52M |
| Price t rowe associates inc /md/ | 34.02M | 0.81% | -1.16M |
| Ameriprise financial | 1.94M | 0.10% | -961.48K |
| Franklin resources | 2.06M | 0.12% | -610.73K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 2.99M | 0.23% | 2.99M | $614.98M |
| Winslow capital management | 1.77M | 1.29% | 1.77M | $363.03M |
| Holocene advisors, lp | 803.02K | 0.53% | 803.02K | $164.96M |
| Madison investment advisors | 655.78K | 1.52% | 655.78K | $134.71M |
| Actiam | 473.44K | 1.49% | 473.44K | $97.25M |
Sold Out
| Holder | Change |
|---|---|
| Sugar maple asset management | -3.00 |
| First command advisory services | -6.00 |
| Voisard asset management group | -14.00 |
| Claris advisors, llc / mo / | -30.00 |
| Hobbs group advisors | -38.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 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% |
| Mar 31, 2024 | 1,694 | 4.05% | 525,222,137 | -2.35% | 88 | 1.11% | 741 | -0.67% | 673 | 9.25% |
| Dec 31, 2023 | 1,628 | 6.47% | 537,861,586 | -0.88% | 89 | 1.12% | 746 | 18.98% | 616 | 0.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Symmetry Balanced Port A | 1.12K | 0.00% | 13.00 |
| Symmetry Growth Port A | 1.04K | 0.00% | 13.00 |
| Symmetry Moderate Growth Port A | 1.04K | 0.00% | -93.00 |
| Symmetry Equity Portfolio F | 380.00 | 0.00% | 5.00 |
| Symmetry Conservative Port A | 320.00 | 0.00% | -13.00 |
| Symmetry Conservative Inc Port LB | 161.00 | 0.00% | -3.00 |
| Symmetry Fixed Inc Port A | 1.00 | - | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| 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 | $192.80K |
| Feb 27, 2025 | Rosman Adam L. | Chief Admin. and Legal Officer | Sell | $62.14K |
| Feb 27, 2025 | Rosman Adam L. | Chief Admin. and Legal Officer | Sell | $120.55K |
| Feb 27, 2025 | Rosman Adam L. | Chief Admin. and Legal Officer | Sell | $30.49K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | 7 |
| 2024 Q4 | - | 4 |
| 2024 Q3 | - | 7 |
| 2024 Q2 | - | 8 |
| 2024 Q1 | - | 3 |
FI Ownership FAQ
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