FISERV INC (FI) Institutional Ownership Changes & 13F Activity
FISERV INC (FI). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include First Eagle U.S. Value, Allianz Asset Management Gmbh, Citadel Advisors Llc, Assenagon Asset Management S.A., and Envestnet Asset Management Inc.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +214,914 | +70.4% | 520,022 | $25.51M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +3,270 | +9.4% | 38,202 | $1.87M | Q2 2026 | Sep 23, 2026 |
| Envestnet Portfolio Solutions, Inc. | Buy | +467 | +9.0% | 5,662 | $277.72K | Q2 2026 | Sep 23, 2026 |
| State Street Corp | Buy | +154,302 | +0.7% | 23,830,685 | $1.17B | Q2 2026 | Sep 22, 2026 |
| Security National Bank Of Sioux City Iowa | Buy | +1,700 | — | 1,700 | $83.39K | Q2 2026 | Sep 18, 2026 |
| Anchor Investment Management, Llc | Sell | -3,677 | -18.3% | 16,392 | $804.03K | Q2 2026 | Sep 15, 2026 |
| Integrated Wealth Concepts Llc | Sell | -11,357 | -37.9% | 18,583 | $911.51K | Q2 2026 | Sep 09, 2026 |
| Manufacturers Life Insurance Company, The | Buy | +3,844 | +0.7% | 519,487 | $25.48M | Q2 2026 | Sep 09, 2026 |
| Parkside Financial Bank & Trust | Buy | +73 | +2.0% | 3,696 | $181.29K | Q2 2026 | Sep 04, 2026 |
| Allianz Asset Management Gmbh | Buy | +618,067 | +2415.5% | 643,655 | $31.57M | Q2 2026 | Sep 02, 2026 |
| Citadel Advisors Llc | Sell | -498,643 | -68.4% | 229,987 | $11.28M | Q2 2026 | Sep 02, 2026 |
| Brown, Lisle/Cummings, Inc. | Sell | -1,798 | -41.8% | 2,504 | $122.82K | Q2 2026 | Sep 02, 2026 |
| Parrish Capital Llc | Buy | +184 | +1.9% | 9,704 | $475.98K | Q2 2026 | Sep 01, 2026 |
| Cornerstone Financial Management Llc | Buy | +75 | +178.6% | 117 | $5.74K | Q2 2026 | Aug 28, 2026 |
| Corient Private Wealth Llc | Sell | -55,345 | -29.5% | 131,997 | $6.47M | Q2 2026 | Aug 27, 2026 |
| First Eagle U.S. Value | Buy | +3,362,539 | +44.9% | 10,857,773 | $532.57M | Q2 2026 | Aug 24, 2026 |
| California State Teachers Retirement System | Sell | -86,526 | -9.3% | 843,561 | $41.38M | Q2 2026 | Aug 24, 2026 |
| Cyber Hornet Etfs Llc | Sell | -23 | -1.6% | 1,454 | $71.32K | Q2 2026 | Aug 24, 2026 |
| Assenagon Asset Management S.A. | Sell | -323,970 | -22.8% | 1,094,407 | $53.68M | Q2 2026 | Aug 21, 2026 |
| Kidder Stephen W | Sell | -47,714 | -78.2% | 13,266 | $650.70K | Q2 2026 | Aug 21, 2026 |
| Delaney Dennis R | Sell | -35,365 | -75.0% | 11,765 | $577.07K | Q2 2026 | Aug 21, 2026 |
| Ridgepath Capital Management Llc | Buy | +2,200 | +27.5% | 10,194 | $500.02K | Q2 2026 | Aug 20, 2026 |
| Rehmann Capital Advisory Group | Sell | -804 | -7.2% | 10,399 | $510.27K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Sell | -52,244 | -46.2% | 60,760 | $2.98M | Q2 2026 | Aug 19, 2026 |
| Cantor Fitzgerald, L. P. | Buy | +4,000 | +30.8% | 17,000 | $833.85K | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Buy | +2,331 | +44.3% | 7,588 | $372.19K | Q2 2026 | Aug 19, 2026 |
| Archer Investment Corp | Sell | -30 | -44.1% | 38 | $1.86K | Q2 2026 | Aug 19, 2026 |
| Fulcrum Asset Management Llp | Sell | -21,329 | -78.8% | 5,737 | $280.14K | Q2 2026 | Aug 18, 2026 |
| North Star Asset Management Inc | Buy | +16,773 | +5.0% | 350,375 | $17.19M | Q2 2026 | Aug 18, 2026 |
| Rakuten Investment Management, Inc. | Buy | +7,484 | +9.4% | 87,307 | $4.26M | Q2 2026 | Aug 18, 2026 |
Frequently asked questions about FI activity
Which institutional owners are buying FI?
Institutional owners buying FI include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in FI activity?
"Buy" means an investor increased their reported position in FI compared to the prior reporting period. This reflects growing exposure to FISERV INC (FI) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in FI increasing?
Institutional interest in FI can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.
Related FI Institutional Insights
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- Technology Sector Institutional Ownership
- Technology Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
- Most Bought Technology Stocks By Institutional Investors
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- FI Insider Trading & SEC Form 4 Activity
- FI Articles
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