Fiserv, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2023 | 54.87 M | $6.20 B | 3.08% | 8.81% |
| VANGUARD GROUP INC | 07/14/2023 | 50.93 M | $5.76 B | 0.52% | 8.17% |
| BLACKROCK INC. | 05/12/2023 | 41.71 M | $4.71 B | -1.03% | 6.69% |
| DODGE & COX | 05/12/2023 | 36.25 M | $4.10 B | -0.19% | 5.82% |
| STATE STREET CORP | 05/15/2023 | 25.70 M | $2.90 B | 4.14% | 4.12% |
| HARRIS ASSOCIATES L P | 05/15/2023 | 17.36 M | $1.96 B | -10.81% | 2.79% |
| CAPITAL WORLD INVESTORS | 05/15/2023 | 14.20 M | $1.60 B | 36.32% | 2.28% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2023 | 12.42 M | $1.40 B | 1.22% | 1.99% |
| VALUEACT HOLDINGS, L.P. | 05/15/2023 | 11.65 M | $1.32 B | -20.48% | 1.87% |
| FMR LLC | 08/11/2023 | 11.19 M | $1.26 B | 106.54% | 1.80% |
| MORGAN STANLEY | 05/15/2023 | 9.88 M | $1.12 B | -1.06% | 1.58% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/10/2023 | 9.81 M | $1.11 B | -7.60% | 1.57% |
| VERITAS ASSET MANAGEMENT LLP | 05/10/2023 | 8.37 M | $945.74 M | 11.96% | 1.34% |
| BLUESPRUCE INVESTMENTS, LP | 05/15/2023 | 6.95 M | $786.05 M | -18.73% | 1.12% |
| PARNASSUS INVESTMENTS, LLC | 05/01/2023 | 6.83 M | $772.12 M | -44.28% | 1.10% |
| NORTHERN TRUST CORP | 05/15/2023 | 6.32 M | $714.29 M | -2.65% | 1.01% |
| NUVEEN ASSET MANAGEMENT, LLC | 05/15/2023 | 5.79 M | $654.33 M | 62.08% | 0.93% |
| NORGES BANK | 05/15/2024 | 5.55 M | $626.92 M | 2.47% | 0.89% |
| INVESCO LTD. | 05/12/2023 | 5.40 M | $610.00 M | -18.76% | 0.87% |
| LONGVIEW PARTNERS (GUERNSEY) LTD | 05/12/2023 | 5.23 M | $591.70 M | 3.38% | 0.84% |
| ENVESTNET ASSET MANAGEMENT INC | 05/11/2023 | 5.09 M | $74.02 M | 715.73% | 0.82% |
| BANK OF NEW YORK MELLON CORP | 05/09/2023 | 4.77 M | $539.16 M | -8.58% | 0.77% |
| NORDEA INVESTMENT MANAGEMENT AB | 04/19/2023 | 4.51 M | $512.89 M | -8.18% | 0.72% |
| FRANKLIN RESOURCES INC | 05/12/2023 | 4.17 M | $471.29 M | -0.30% | 0.67% |
| LEGAL & GENERAL GROUP PLC | 05/15/2023 | 3.80 M | $429.13 M | 2.24% | 0.61% |
| EGERTON CAPITAL (UK) LLP | 05/09/2023 | 3.50 M | $395.51 M | 100.00% | 0.56% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/12/2023 | 3.42 M | $386.51 M | 1.17% | 0.55% |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 05/12/2023 | 3.26 M | $368.42 M | -4.98% | 0.52% |
| GOLDMAN SACHS GROUP INC | 05/14/2024 | 3.23 M | $365.58 M | 30.72% | 0.52% |
| PITTENGER & ANDERSON INC | 05/10/2023 | 3.02 M | $341.74 M | -0.66% | 0.49% |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 05/02/2023 | 3.00 M | $339.48 M | -0.23% | 0.48% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/15/2023 | 2.89 M | $326.34 M | -2.81% | 0.46% |
| BANK OF AMERICA CORP /DE/ | 05/12/2023 | 2.81 M | $317.78 M | 42.48% | 0.45% |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 05/15/2023 | 2.74 M | $309.86 M | -29.93% | 0.44% |
| AMUNDI | 05/15/2023 | 2.70 M | $303.57 M | 31.77% | 0.43% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2023 | 2.56 M | $288.97 M | -25.64% | 0.41% |
| NEUBERGER BERMAN GROUP LLC | 05/12/2023 | 2.54 M | $286.70 M | 2.88% | 0.41% |
| JPMORGAN CHASE & CO | 05/18/2023 | 2.51 M | $283.92 M | 47.75% | 0.40% |
| DIMENSIONAL FUND ADVISORS LP | 05/12/2023 | 2.45 M | $276.90 M | 5.14% | 0.39% |
| CIBC PRIVATE WEALTH GROUP, LLC | 11/21/2023 | 2.42 M | $492.16 M | -0.86% | 0.39% |
| SWISS NATIONAL BANK | 05/10/2023 | 2.39 M | $270.61 M | -3.05% | 0.38% |
| PICTET ASSET MANAGEMENT SA | 05/10/2023 | 2.37 M | $267.60 M | -10.92% | 0.38% |
| C WORLDWIDE GROUP HOLDING A/S | 05/02/2023 | 2.35 M | $265.34 M | -9.09% | 0.38% |
| AMERIPRISE FINANCIAL INC | 05/22/2023 | 2.26 M | $255.49 M | -4.07% | 0.36% |
| ABRDN PLC | 06/20/2024 | 2.16 M | $244.08 M | 4.88% | 0.35% |
| GLENVIEW CAPITAL MANAGEMENT, LLC | 05/15/2023 | 2.15 M | $243.10 M | -14.76% | 0.35% |
| RAYMOND JAMES & ASSOCIATES | 04/14/2023 | 2.09 M | $236.13 M | -1.57% | 0.34% |
| MAIRS & POWER INC | 05/15/2023 | 2.02 M | $228.49 M | 0.14% | 0.32% |
| JARISLOWSKY, FRASER LTD | 09/27/2024 | 2.02 M | $228.07 M | -3.98% | 0.32% |
| BLAIR WILLIAM & CO/IL | 05/12/2023 | 1.99 M | $225.34 M | 0.67% | 0.32% |
Fiserv, Inc. institutional Ownership - FAQ's
During the previous two years, 374 institutional investors and hedge funds held shares of Fiserv, Inc.. The most heavily invested institutionals were:
Financial Gravity Asset Management, Inc.: 20
Kalos Management, Inc.: 0
ETF MANAGERS GROUP, LLC: 249,484
Avalon Investment & Advisory: 213,326
STONNINGTON GROUP, LLC: 29,862
Noble Path Asset Management LP: 20,900
90.38% of Fiserv, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 48.87 M shares in the last 24 months. This purchase volume represents approximately $3.02 B in transactions.