Fiserv Ownership | Who Owns Fiserv?
Fiserv Ownership Summary
Fiserv is owned by 85.80% institutional investors, and 14.20% retail investors. Radnor capital management is the largest institutional shareholder, holding 0% of FISV shares. Dodge & Cox Stock I is the top mutual fund, with 3.97% of its assets in Fiserv shares.
FISV Ownership Benchmark
Type | Name | % Inst | % Insiders | % Retail |
---|---|---|---|---|
Stock | Fiserv | 85.80% | - | 14.20% |
Sector | Technology Stocks | 52.37% | 10.59% | 37.04% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
Holder | Shares | % Holding | Value |
---|---|---|---|
Radnor capital management | - | - | - |
Migdal insurance & financial | - | - | - |
American money management | - | - | - |
Fisher asset management | - | - | - |
Colonial trust advisors | - | - | - |
Caas capital management lp | - | - | - |
Fishman jay a ltd/mi | - | - | - |
Lincoln national | - | - | - |
Peak6 investments | - | - | - |
Sora investors | - | - | - |
Top Institutional Shareholders by % of Total Assets
Holder | Shares | % Assets | Value |
---|---|---|---|
Radnor capital management | - | - | - |
Migdal insurance & financial | - | - | - |
American money management | - | - | - |
Fisher asset management | - | - | - |
Colonial trust advisors | - | - | - |
Caas capital management lp | - | - | - |
Fishman jay a ltd/mi | - | - | - |
Lincoln national | - | - | - |
Peak6 investments | - | - | - |
Sora investors | - | - | - |
Top Buyers
Holder | Shares | % Assets | Change |
---|---|---|---|
Tfo-tdc | - | - | -3.00 |
Migdal insurance & financial | - | - | -7.00 |
Financial synergies wealth advisors | - | - | -10.00 |
Macroview investment management | - | - | -30.00 |
J.safra asset management | - | - | -38.00 |
Top Sellers
Holder | Shares | % Assets | Change |
---|---|---|---|
Pointstate capital lp | - | - | -324.12K |
American group | - | - | -174.05K |
Sora investors | - | - | -165.97K |
Global assets advisory | - | - | -154.29K |
Gillson capital lp | - | - | -151.80K |
Sold Out
Holder | Change |
---|---|
Tfo-tdc | -3.00 |
Migdal insurance & financial | -7.00 |
Financial synergies wealth advisors | -10.00 |
Macroview investment management | -30.00 |
J.safra asset management | -38.00 |
Institutional Ownership Trends
Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
---|---|---|---|---|---|---|---|---|---|---|
Mar 31, 2024 | 1,686 | 4.01% | 524,846,001 | -2.32% | 85 | 1.11% | 738 | -0.81% | 672 | 9.45% |
Dec 31, 2023 | 1,621 | 6.50% | 537,294,642 | 0.25% | 87 | 1.12% | 744 | 19.61% | 614 | 0.16% |
Sep 30, 2023 | 1,522 | 0.86% | 535,968,992 | -2.98% | 88 | 1.10% | 622 | -3.72% | 613 | 2.51% |
Jun 30, 2023 | 1,509 | 2.79% | 552,424,339 | -1.71% | 89 | 1.10% | 646 | 8.94% | 598 | -2.13% |
Mar 31, 2023 | 1,468 | -0.54% | 562,009,623 | 0.44% | 90 | 1.19% | 593 | -12.92% | 611 | 12.73% |
Top Mutual Funds Shareholders
Holder | Shares | % Holding | Change |
---|---|---|---|
Dodge & Cox Stock I | 23.23M | 3.97% | - |
Vanguard Total Stock Mkt Idx Inv | 18.61M | 3.18% | 59.85K |
Vanguard Institutional 500 Index Trust | 15.40M | 2.63% | 134.59K |
Fidelity 500 Index | 7.27M | 1.24% | 15.60K |
SPDR® S&P 500® ETF Trust | 7.22M | 1.23% | 46.28K |
American Funds Fundamental Invs A | 6.43M | 1.10% | 266.08K |
Capital Group Fundamental Invtrs Comp | 6.43M | 1.10% | 266.08K |
iShares Core S&P 500 ETF | 6.24M | 1.07% | -1.79K |
American Funds American Balanced A | 5.39M | 0.92% | 1.26M |
T. Rowe Price US Value Equity Composite | 4.70M | 0.80% | 398.28K |
Recent Insider Transactions
Date | Name | Role | Activity | Value |
---|---|---|---|---|
Dec 27, 2023 | Kereere Suzan | EVP, Head of GBS | Sell | $216.99K |
Dec 26, 2023 | Hau Robert W. | Chief Financial Officer | Sell | $24.97M |
Dec 13, 2023 | Foskett Christopher M | Vice Chairman | Sell | $3.43M |
Dec 12, 2023 | Chiarello Guy | Chief Operating Officer | Sell | $10.73M |
Dec 01, 2023 | Chiarello Guy | Chief Operating Officer | Sell | $876.89K |
Insider Transactions Trends
Date | Buy | Sell |
---|---|---|
2023 Q4 | - | 8 |
2023 Q3 | - | 3 |
2023 Q2 | - | 4 |
2023 Q1 | - | 11 |
2022 Q4 | - | 4 |
FISV Ownership FAQ
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