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 (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Neuberger Berman Group Llc, Hsbc Holdings Plc, Storebrand Asset Management As, Tobam, and Advisors Asset Management, Inc..

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Neuberger Berman Group LlcSell-1,586,734-69.3%703,507$47.25MQ4 2025Oct 27, 2026
Op Asset Management LtdSell-27,026-30.7%61,145$4.11MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+34—34$2.28KQ4 2025Aug 28, 2026
Advisors Asset Management, Inc.Sell-57,153-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementSell-10,981-77.1%3,254$218.57KQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-29,153-6.0%453,491$30.46MQ4 2025Aug 18, 2026
Capitalatwork S.A.Sell-1,849-0.6%289,798$19.47MQ4 2025Aug 07, 2026
Verus Capital Partners, LlcBuy+5,054—5,054$339.48KQ4 2025Jul 09, 2026
Roehl & Yi Investment Advisors, LlcSell-3,656-100.0%0$0.00Q4 2025May 29, 2026
Storebrand Asset Management AsSell-203,523-60.7%131,593$8.84MQ4 2025May 20, 2026
Independent Financial Group, LlcBuy+4,311—4,311$289.57KQ4 2025May 15, 2026
Strategic Wealth Partners, Ltd.Buy+209—209$14.04KQ4 2025May 12, 2026
Parrish Capital LlcBuy+7,837—7,837$526.41KQ4 2025Apr 28, 2026
Medallion Wealth Advisors, LlcBuy+74+31.4%310$20.82KQ4 2025Apr 24, 2026
Estate Planners Group, LlcBuy+42—42$2.82KQ4 2025Apr 07, 2026
Bank Of New HampshireBuy+685—685$46.01KQ4 2025Mar 16, 2026
Hsbc Holdings PlcBuy+1,286,530—1,286,530$86.49MQ4 2025Mar 06, 2026
Union Savings BankBuy+1,700—1,700$114.19KQ4 2025Mar 06, 2026
Gunpowder Capital Management, Llc Dba Oliver Wealth ManagementBuy+275—275$18.47KQ4 2025Mar 05, 2026
BaybanBuy+19—19$1.28KQ4 2025Mar 05, 2026
Rehmann Capital Advisory GroupBuy+10,920—10,920$733.50KQ4 2025Mar 04, 2026
Shp Wealth ManagementBuy+16—16$1.08KQ4 2025Mar 04, 2026
Tulsa Wealth Advisors, IncBuy+5,367—5,367$360.50KQ4 2025Mar 03, 2026
TobamBuy+62,443—62,443$4.19MQ4 2025Mar 02, 2026
Compass Financial Services IncBuy+150—150$10.08KQ4 2025Feb 27, 2026
Anchor Investment Management, LlcBuy+28,290—28,290$1.90MQ4 2025Feb 26, 2026
Td Capital Management LlcBuy+26—26$1.75KQ4 2025Feb 26, 2026
Midfirst BankBuy+4,383—4,383$294.41KQ4 2025Feb 25, 2026
Bell Investment Advisors, IncBuy+57—57$3.83KQ4 2025Feb 24, 2026
Virtu Financial LlcBuy+18,318—18,318$1.23MQ4 2025Feb 23, 2026
Showing 30 of 1,354

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.