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