Fiserv Inc
FISV- 交易所
- Nasdaq
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0000798354
近 90 天,Fiserv Inc 內部人申報 1 筆公開市場買進、0 筆賣出;2026 年第 2 季末有 1,152 家機構在 13F 申報持有,市值合計 $234.1 億;大師中只有Oakmark(Harris Associates)持有。
2021 年第 3 季 13F 持有人
Fiserv Inc 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,329
- 較 2021 年第 2 季 −1 家
- 持有股數
- 6.00 億
- 較 2021 年第 2 季 +50.1 萬 (+0.1%)
- 總市值
- $651.0 億
- 較 2021 年第 2 季 +$10.4 億 (+1.6%)
- 新進機構
- 122
- 另有 544 家加碼
- 清倉機構
- 123
- 另有 444 家減碼
另有 14 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 FISV 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 1,152 | $234.1 億 |
| 2026 年第 1 季 | 1,264 | $259.6 億 |
| 2025 年第 4 季 | 1,401 | $321.6 億 |
| 2025 年第 3 季 | 1,736 | $622.1 億 |
| 2025 年第 2 季 | 1,848 | $844.7 億 |
| 2025 年第 1 季 | 1,940 | $1,124 億 |
| 2024 年第 4 季 | 1,904 | $1,058 億 |
| 2024 年第 3 季 | 1,727 | $923.1 億 |
| 2024 年第 2 季 | 1,669 | $773.8 億 |
| 2024 年第 1 季 | 1,646 | $852.5 億 |
| 2023 年第 4 季 | 1,592 | $715.7 億 |
| 2023 年第 3 季 | 1,491 | $615.7 億 |
| 2023 年第 2 季 | 1,476 | $698.7 億 |
| 2023 年第 1 季 | 1,436 | $633.7 億 |
| 2022 年第 4 季 | 1,433 | $566.1 億 |
| 2022 年第 3 季 | 1,345 | $535.0 億 |
| 2022 年第 2 季 | 1,329 | $509.4 億 |
| 2022 年第 1 季 | 1,345 | $587.1 億 |
| 2021 年第 4 季 | 1,360 | $614.1 億 |
| 2021 年第 3 季 | 1,329 | $651.0 億 |
| 2021 年第 2 季 | 1,344 | $643.5 億 |
| 2021 年第 1 季 | 1,334 | $735.5 億 |
2021 年第 3 季持有機構
每家機構持有 Fiserv Inc 的股數、市值與佔組合比重;股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Roberts Glore & Co Inc | 5,261 | $57.1 萬 | 0.17% | 00.0% | 不變 |
| Crumly & Associates Inc. | 5,296 | $57.5 萬 | 0.27% | −47−0.9% | 減碼 |
| Tortoise Index Solutions, LLC | 5,313 | $57.6 萬 | 0.14% | −198−3.6% | 減碼 |
| Covey Capital Advisors, LLC | 5,333 | $57.9 萬 | 0.46% | – | – |
| Ashton Thomas Private Wealth, LLC | 5,343 | $58.0 萬 | 0.08% | −18,301−77.4% | 減碼 |
| Baldwin Brothers Inc | 5,375 | $58.3 萬 | 0.06% | −38−0.7% | 減碼 |
| Roundview Capital LLC | 5,418 | $58.8 萬 | 0.06% | +2,314+74.5% | 加碼 |
| Sentry Investment Management LLC | 5,437 | $59.0 萬 | 0.17% | −794−12.7% | 減碼 |
| NBT Bank N A | 5,463 | $59.3 萬 | 0.08% | −70−1.3% | 減碼 |
| Clear Perspective Advisors, LLC | 5,469 | $59.3 萬 | 0.20% | +1,025+23.1% | 加碼 |
| Concorde Asset Management, LLC | 5,465 | $59.3 萬 | 0.34% | +5,465 | 新進 |
| Riverbridge Partners LLC | 5,572 | $60.5 萬 | 0.01% | −1,100−16.5% | 減碼 |
| Trust Asset Management LLC | 5,690 | $61.7 萬 | 0.08% | +385+7.3% | 加碼 |
| Sompo Asset Management Co., Ltd. | 5,750 | $62.3 萬 | 0.14% | −540−8.6% | 減碼 |
| Verition Fund Management LLC | 5,762 | $62.5 萬 | 0.01% | −3,926−40.5% | 減碼 |
| DuPont Capital Management Corp | 5,844 | $63.4 萬 | 0.02% | −5,638−49.1% | 減碼 |
| Copperwynd Financial, LLC | 5,845 | $63.4 萬 | 0.26% | +51+0.9% | 加碼 |
| Boston Trust Walden Corp | 5,893 | $63.9 萬 | 0.01% | +15+0.3% | 加碼 |
| CenterStar Asset Management, LLC | – | $64.0 萬 | 0.50% | – | 新進 |
| Parsons Capital Management Inc | 5,910 | $64.1 萬 | 0.05% | 00.0% | 不變 |
| Assetmark, Inc | 5,923 | $64.3 萬 | 0.00% | −50−0.8% | 減碼 |
| LVM Capital Management Ltd | 5,925 | $64.3 萬 | 0.10% | +225+3.9% | 加碼 |
| Savant Capital, LLC | 5,933 | $64.4 萬 | 0.02% | +536+9.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 5,969 | $64.8 萬 | 0.06% | +834+16.2% | 加碼 |
| Keybank National Association | 6,002 | $65.1 萬 | 0.00% | −880−12.8% | 減碼 |
| Cito Capital Group, LLC | 6,000 | $65.1 萬 | 0.30% | +6,000 | 新進 |
| Boothbay Fund Management, LLC | 6,023 | $65.3 萬 | 0.03% | −613−9.2% | 減碼 |
| Monte Financial Group, LLC | 6,068 | $65.8 萬 | 0.38% | +566+10.3% | 加碼 |
| Assenagon Asset Management S.A. | 6,088 | $66.1 萬 | 0.00% | −7,122−53.9% | 減碼 |
| Bessemer Group Inc | 6,095 | $66.1 萬 | 0.00% | −2,158−26.1% | 減碼 |
| Alphasimplex Group, LLC | 6,137 | $66.6 萬 | 0.55% | +6,137 | 新進 |
| Rehmann Capital Advisory Group | 6,154 | $66.8 萬 | 0.06% | +449+7.9% | 加碼 |
| Independent Advisor Alliance | 6,181 | $67.1 萬 | 0.04% | +136+2.2% | 加碼 |
| Eukles Asset Management | 6,192 | $67.2 萬 | 0.37% | +856+16.0% | 加碼 |
| Shepherd Financial Partners LLC | 6,211 | $67.4 萬 | 0.13% | −11,148−64.2% | 減碼 |
| Avestar Capital, LLC | 6,279 | $68.1 萬 | 0.13% | −900−12.5% | 減碼 |
| Conning Inc. | 6,280 | $68.1 萬 | 0.02% | −500−7.4% | 減碼 |
| Partners Group Holding AG | 6,299 | $68.3 萬 | 0.05% | +6,299 | 新進 |
| HighPoint Advisor Group LLC | 6,313 | $68.5 萬 | 0.07% | −208−3.2% | 減碼 |
| Clarius Group, LLC | 6,344 | $68.8 萬 | 0.06% | +231+3.8% | 加碼 |
| Moloney Securities Asset Management, LLC | 6,371 | $69.1 萬 | 0.13% | −120−1.8% | 減碼 |
| Stokes Family Office, LLC | 6,379 | $69.2 萬 | 0.10% | −39−0.6% | 減碼 |
| Lafayette Investments, Inc. | 6,374 | $69.2 萬 | 0.19% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 6,400 | $69.4 萬 | 0.48% | 00.0% | 不變 |
| Sigma Planning Corp | 6,425 | $69.7 萬 | 0.02% | +2,186+51.6% | 加碼 |
| Institute for Wealth Management, LLC. | 6,465 | $70.1 萬 | 0.12% | −64−1.0% | 減碼 |
| First Washington CORP | 6,500 | $70.5 萬 | 0.26% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 6,498 | $70.5 萬 | 0.50% | +392+6.4% | 加碼 |
| Argus Investors' Counsel, Inc. | 6,528 | $70.8 萬 | 0.46% | +564+9.5% | 加碼 |
| F3Logic, LLC | 6,380 | $71.3 萬 | 0.09% | +6,380 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 6,616 | $71.8 萬 | 0.04% | 00.0% | 不變 |
| Fortis Capital Management LLC | 6,695 | $72.6 萬 | 0.42% | +1,438+27.4% | 加碼 |
| Orrstown Financial Services Inc | 6,748 | $73.2 萬 | 1.16% | −172−2.5% | 減碼 |
| Neo Ivy Capital Management | 7,526 | $73.5 萬 | 0.84% | +2,317+44.5% | 加碼 |
| American National Registered Investment Advisor, Inc. | 6,799 | $73.8 萬 | 0.27% | −19−0.3% | 減碼 |
| Acas, LLC | 6,800 | $73.8 萬 | 1.03% | 00.0% | 不變 |
| Certified Advisory Corp | 6,825 | $74.0 萬 | 0.18% | −29−0.4% | 減碼 |
| Aureus Asset Management, LLC | 6,830 | $74.1 萬 | 0.05% | 00.0% | 不變 |
| Bremer Bank National Association | 6,867 | $74.5 萬 | 0.15% | +6,867 | 新進 |
| Mission Wealth Management, LP | 6,897 | $74.8 萬 | 0.04% | +16+0.2% | 加碼 |
| Bank of Stockton | 6,925 | $75.1 萬 | 0.23% | −92−1.3% | 減碼 |
| Michael B. Yongue | 6,941 | $75.3 萬 | 0.55% | +847+13.9% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 6,983 | $75.7 萬 | 0.07% | −6−0.1% | 減碼 |
| Oppenheimer & Co Inc | 6,974 | $75.7 萬 | 0.01% | +985+16.4% | 加碼 |
| Fort, L.P. | 6,981 | $75.7 萬 | 0.25% | +2,498+55.7% | 加碼 |
| Wesbanco Bank Inc | 7,000 | $76.0 萬 | 0.03% | −86−1.2% | 減碼 |
| Whittier Trust Co | 7,021 | $76.2 萬 | 0.01% | +16+0.2% | 加碼 |
| Empirical Finance, LLC | 7,077 | $76.8 萬 | 0.12% | +481+7.3% | 加碼 |
| Townsend Asset Management Corp | 7,084 | $76.9 萬 | 0.41% | −900−11.3% | 減碼 |
| VeraBank, N.A. | 7,130 | $77.4 萬 | 0.44% | 00.0% | 不變 |
| Manchester Capital Management LLC | 7,210 | $78.2 萬 | 0.11% | −39−0.5% | 減碼 |
| Sadoff Investment Management LLC | 7,220 | $78.3 萬 | 0.05% | −50−0.7% | 減碼 |
| Intact Investment Management Inc. | 7,250 | $78.7 萬 | 0.02% | −3,450−32.2% | 減碼 |
| American Century Companies Inc | 7,278 | $79.0 萬 | 0.00% | +905+14.2% | 加碼 |
| Penbrook Management LLC | 7,291 | $79.1 萬 | 0.50% | −550−7.0% | 減碼 |
| Sand Hill Global Advisors, LLC | 7,291 | $79.1 萬 | 0.05% | +59+0.8% | 加碼 |
| ARGI Investment Services, LLC | 7,328 | $79.5 萬 | 0.03% | −48−0.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 7,357 | $79.8 萬 | 0.03% | +7,357 | 新進 |
| Abacus Wealth Partners, LLC | 7,357 | $79.8 萬 | 0.29% | 00.0% | 不變 |
| InTrack Investment Management Inc | 7,863 | $80.2 萬 | 0.58% | −6,383−44.8% | 減碼 |
| Abacus Planning Group, Inc. | 7,404 | $80.3 萬 | 0.26% | 00.0% | 不變 |
| Strong Tower Advisory Services | 7,753 | $80.9 萬 | 0.47% | +7,753 | 新進 |
| ICW Investment Advisors LLC | 7,475 | $81.1 萬 | 0.52% | +707+10.4% | 加碼 |
| True North Advisors, LLC | 7,500 | $81.3 萬 | 0.16% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 7,552 | $81.9 萬 | 0.05% | +1,330+21.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 7,577 | $82.2 萬 | 0.02% | +293+4.0% | 加碼 |
| Spinnaker Trust | 7,593 | $82.4 萬 | 0.06% | 00.0% | 不變 |
| Stevard, LLC | 7,600 | $82.5 萬 | 0.65% | 00.0% | 不變 |
| Boston Private Wealth LLC | 7,613 | $82.6 萬 | 0.01% | +744+10.8% | 加碼 |
| American Portfolios Advisors | 7,621 | $82.7 萬 | 0.03% | −847−10.0% | 減碼 |
| Integrated Investment Consultants, LLC | 7,645 | $82.9 萬 | 0.24% | +1,138+17.5% | 加碼 |
| Bray Capital Advisors | 7,658 | $83.1 萬 | 0.21% | +7,658 | 新進 |
| New England Research & Management, Inc. | 7,766 | $84.3 萬 | 0.44% | −7,355−48.6% | 減碼 |
| HBK Sorce Advisory LLC | 7,771 | $84.3 萬 | 0.05% | +121+1.6% | 加碼 |
| Midwest Professional Planners, LTD. | 7,845 | $85.1 萬 | 0.45% | +256+3.4% | 加碼 |
| Accurate Wealth Management, LLC | 5,914 | $85.1 萬 | 0.75% | −1,364−18.7% | 減碼 |
| Boston Common Asset Management, LLC | 7,850 | $85.2 萬 | 0.04% | 00.0% | 不變 |
| LaFleur & Godfrey LLC | 7,950 | $86.3 萬 | 0.12% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 8,123 | $86.8 萬 | 0.09% | 00.0% | 不變 |
| CAPROCK Group, Inc. | 8,064 | $87.5 萬 | 0.08% | +3,230+66.8% | 加碼 |