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Fiserv, Inc.

FI Technology
$63.8 +$0.1 (0.16%)
Market Cap: $34.31 B
Gurus Holding
17
Popularity Rank
#66
% of Shares Held
2.45%
Net Activity (Q4 2025)
-$62.12 M

Guru Ownership Trend

Guru Analysis for Fiserv, Inc. (FI)

Fiserv, Inc. (FI), a key player in the Technology sector, continues to attract institutional attention.

As of Q4 2025, a total of 17 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $841.18 M.

Top institutional holders include Jana Partners and Seth Klarman.

Notably, Jana Partners has expressed high conviction in this stock, allocating 7.85% of their equity portfolio to it.

Institutional sentiment is currently Bearish. This is evidenced by a $62.12 M net outflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Manning & Napier Group reduced exposure by 96.1%.

Key Holders

Top 5 by Value

$150.83 M
$147.77 M
$145.01 M
$110.38 M
$100.16 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$424.39 M
Total Buy Value
New Buys 3
Additions 9
-$486.51 M
Total Sell Value
Reductions 5
Sold Out 6

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
11
Net Buyers
12

FAQs for Fiserv, Inc. (FI)

Major holders include Jana Partners ($150.83 M), Seth Klarman ($147.77 M), HOTCHKIS & WILEY ($145.01 M). According to the latest reported data, 17 tracked investment managers collectively hold approximately 13.18 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $62.12 M, with 12 managers increasing positions and 11 managers reducing holdings.

During the most recent reporting period, 5 managers trimmed their positions, while 6 fully exited FI. The total reported sell value was $486.51 M.

Yes, 3 managers opened new positions in FI, and 9 increased their existing holdings. The total reported buy value was $424.39 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
7.85% New Buy 2,245,520 $150.83 M Q4 2025
2.80% Add 145.8% 2,200,000 $147.77 M Q4 2025
0.43% Add 9.8% 2,158,790 $145.01 M Q4 2025
1.06% Reduce -6.1% 1,643,250 $110.38 M Q4 2025
0.05% Reduce -4.5% 1,491,095 $100.16 M Q4 2025
0.13% Add 338.4% 1,011,917 $67.97 M Q4 2025
0.07% Add 96928.7% 873,258 $58.66 M Q4 2025
0.17% New Buy 568,982 $38.22 M Q4 2025
0.11% Add 107.2% 435,924 $29.28 M Q4 2025
0.23% Add 26.9% 321,025 $21.56 M Q4 2025
0.01% Reduce -87.1% 124,327 $8.35 M Q4 2025
0.45% Add 256.9% 47,965 $3.22 M Q4 2025
1.62% Add 67.6% 38,376 $2.58 M Q4 2025
0.00% Add 88.5% 11,882 $798,114 Q4 2025
0.01% Reduce -39.9% 8,280 $556,168 Q4 2025
0.01% New Buy 3,990 $268,008 Q4 2025
0.00% Reduce -96.1% 27 $1,824 Q4 2025
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