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 |
|---|---|---|---|---|---|
| Vista Capital Partners, Inc. | 4,007 | $43.5 萬 | 0.06% | 00.0% | 不變 |
| RBF Capital, LLC | 4,000 | $43.4 萬 | 0.02% | 00.0% | 不變 |
| Monetary Management Group Inc | 4,000 | $43.4 萬 | 0.12% | +4,000 | 新進 |
| Wade G W & Inc | 3,991 | $43.3 萬 | 0.02% | +203+5.4% | 加碼 |
| Schmidt P J Investment Management Inc | 3,898 | $42.8 萬 | 0.08% | −500−11.4% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,942 | $42.8 萬 | 0.02% | −58−1.5% | 減碼 |
| Horizon Investments, LLC | 3,947 | $42.8 萬 | 0.01% | +327+9.0% | 加碼 |
| Madrona Financial Services, LLC | 3,902 | $42.3 萬 | 0.20% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 3,887 | $42.2 萬 | 0.02% | +586+17.8% | 加碼 |
| Waldron Private Wealth LLC | 3,896 | $42.2 萬 | 0.02% | +1,373+54.4% | 加碼 |
| Moneta Group Investment Advisors LLC | 3,853 | $41.8 萬 | 0.02% | −787−17.0% | 減碼 |
| TRUE Private Wealth Advisors | 3,840 | $41.6 萬 | 0.06% | +71+1.9% | 加碼 |
| Sawtooth Solutions, LLC | 3,836 | $41.6 萬 | 0.06% | +1,033+36.9% | 加碼 |
| Quadrant Capital Group LLC | 3,813 | $41.4 萬 | 0.06% | +537+16.4% | 加碼 |
| Paradigm Asset Management Co LLC | 3,800 | $41.2 萬 | 0.11% | −500−11.6% | 減碼 |
| Boston Financial Mangement LLC | 3,767 | $40.9 萬 | 0.02% | 00.0% | 不變 |
| Zeke Capital Advisors, LLC | 3,774 | $40.9 萬 | 0.02% | +1,872+98.4% | 加碼 |
| YHB Investment Advisors, Inc. | 3,668 | $39.8 萬 | 0.03% | −1,649−31.0% | 減碼 |
| Ballentine Partners, LLC | 3,661 | $39.8 萬 | 0.01% | −34−0.9% | 減碼 |
| Arcus Capital Partners, LLC | 3,666 | $39.8 萬 | 0.15% | +439+13.6% | 加碼 |
| AXS Investments LLC | 3,666 | $39.8 萬 | 0.15% | +3,666 | 新進 |
| Kovack Advisors, Inc. | 3,647 | $39.6 萬 | 0.04% | +543+17.5% | 加碼 |
| Gateway Investment Advisers LLC | 3,622 | $39.3 萬 | 0.00% | −125−3.3% | 減碼 |
| Orion Portfolio Solutions, LLC | 3,621 | $39.3 萬 | 0.01% | +565+18.5% | 加碼 |
| Beacon Financial Group | 3,492 | $38.6 萬 | 0.05% | +3,492 | 新進 |
| Segall Bryant & Hamill, LLC | 3,516 | $38.0 萬 | 0.00% | +40+1.2% | 加碼 |
| Pegasus Partners Ltd. | 3,436 | $37.3 萬 | 0.07% | 00.0% | 不變 |
| Bank of Hawaii | 3,401 | $36.9 萬 | 0.02% | −14,464−81.0% | 減碼 |
| Strategic Wealth Partners, Ltd. | 3,401 | $36.9 萬 | 0.11% | +20+0.6% | 加碼 |
| Pflug Koory, LLC | 3,365 | $36.5 萬 | 0.20% | −800−19.2% | 減碼 |
| MBM Wealth Consultants, LLC | 3,356 | $36.4 萬 | 0.17% | +3,356 | 新進 |
| Forte Capital LLC | 3,298 | $35.8 萬 | 0.05% | −215−6.1% | 減碼 |
| Ellevest, Inc. | 3,304 | $35.8 萬 | 0.03% | +883+36.5% | 加碼 |
| Epiq Partners, LLC | 3,280 | $35.6 萬 | 0.16% | 00.0% | 不變 |
| Gyon Technologies Capital Management, LP | 3,284 | $35.6 萬 | 0.10% | +3,284 | 新進 |
| Axiom Investment Management LLC | 3,251 | $35.4 萬 | 0.36% | +3,251 | 新進 |
| Park Avenue Securities LLC | 3,251 | $35.3 萬 | 0.01% | −2,660−45.0% | 減碼 |
| Sandy Spring Bank | 3,218 | $34.9 萬 | 0.02% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 3,213 | $34.9 萬 | 0.04% | +202+6.7% | 加碼 |
| Engine No. 1 LLC | 3,212 | $34.9 萬 | 0.09% | +1,308+68.7% | 加碼 |
| Global Retirement Partners, LLC | 3,204 | $34.8 萬 | 0.03% | +45+1.4% | 加碼 |
| Marotta Asset Management | 3,200 | $34.7 萬 | 0.08% | 00.0% | 不變 |
| American Money Management, LLC | 3,200 | $34.7 萬 | 0.10% | +3,200 | 新進 |
| Provident Trust Co | 3,184 | $34.5 萬 | 0.01% | 00.0% | 不變 |
| Wilkinson Global Asset Management LLC | 3,170 | $34.4 萬 | 0.02% | −175,874−98.2% | 減碼 |
| ERn Financial, LLC | 3,146 | $34.1 萬 | 0.09% | +3,146 | 新進 |
| Semmax Financial Advisors Inc. | 3,112 | $33.8 萬 | 0.12% | −319−9.3% | 減碼 |
| Endurance Wealth Management, Inc. | 3,107 | $33.7 萬 | 0.04% | 00.0% | 不變 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $33.5 萬 | 0.04% | 00.0% | 不變 |
| Copperleaf Capital, LLC | 3,089 | $33.5 萬 | 0.32% | +105+3.5% | 加碼 |
| Quest Capital Management Inc | 3,069 | $33.3 萬 | 0.07% | +9+0.3% | 加碼 |
| Addison Advisors LLC | 3,060 | $33.2 萬 | 0.27% | 00.0% | 不變 |
| Berman Capital Advisors, LLC | 3,070 | $33.2 萬 | 0.05% | +855+38.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 3,048 | $33.1 萬 | 0.02% | +269+9.7% | 加碼 |
| Heron Financial Group, LLC | 2,996 | $32.5 萬 | 0.18% | 00.0% | 不變 |
| Old National Bancorp | 2,998 | $32.5 萬 | 0.01% | +2,998 | 新進 |
| Azora Capital LP | 2,988 | $32.4 萬 | 0.04% | +2,988 | 新進 |
| Strategic Blueprint, LLC | 2,974 | $32.3 萬 | 0.05% | −228−7.1% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,936 | $31.9 萬 | 0.00% | −198−6.3% | 減碼 |
| Old Port Advisors | 2,918 | $31.7 萬 | 0.11% | −48−1.6% | 減碼 |
| Clearwater Capital Advisors, LLC | 2,920 | $31.7 萬 | 0.04% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 2,918 | $31.6 萬 | 0.00% | +212+7.8% | 加碼 |
| JGP Wealth Management, LLC | 2,884 | $31.3 萬 | 0.07% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 2,870 | $31.1 萬 | 0.00% | 00.0% | 不變 |
| Natixis Investment Managers International | 2,859 | $31.0 萬 | 0.02% | −172−5.7% | 減碼 |
| Ingalls & Snyder LLC | 2,855 | $31.0 萬 | 0.01% | −121−4.1% | 減碼 |
| Coldstream Capital Management Inc | 2,989 | $30.8 萬 | 0.01% | −234−7.3% | 減碼 |
| Seeyond | 2,830 | $30.7 萬 | 0.03% | −5,097−64.3% | 減碼 |
| Avantax Advisory Services, Inc. | 2,822 | $30.7 萬 | 0.01% | +103+3.8% | 加碼 |
| FDx Advisors, Inc. | 2,819 | $30.6 萬 | 0.01% | +2,819 | 新進 |
| Peloton Wealth Strategists | 2,793 | $30.3 萬 | 0.12% | −1,000−26.4% | 減碼 |
| CRA Financial Services, LLC | 2,794 | $30.3 萬 | 0.10% | 00.0% | 不變 |
| Principal Street Partners, LLC | 2,790 | $30.2 萬 | 0.08% | +394+16.4% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,756 | $29.9 萬 | 0.01% | +5+0.2% | 加碼 |
| Silphium Asset Management Ltd | 2,750 | $29.8 萬 | 0.12% | +750+37.5% | 加碼 |
| Barings LLC | 2,741 | $29.7 萬 | 0.01% | −3,838−58.3% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 2,733 | $29.7 萬 | 0.05% | +133+5.1% | 加碼 |
| Proequities, Inc. | 2,712 | $29.4 萬 | 0.02% | +38+1.4% | 加碼 |
| MONECO Advisors, LLC | 2,712 | $29.4 萬 | 0.12% | +266+10.9% | 加碼 |
| BSW Wealth Partners | 2,705 | $29.3 萬 | 0.08% | +2,705 | 新進 |
| Ipswich Investment Management Co., Inc. | 2,695 | $29.2 萬 | 0.07% | 00.0% | 不變 |
| Coastal Investment Advisors, Inc. | 2,695 | $29.2 萬 | 0.07% | +671+33.2% | 加碼 |
| TCG Advisory Services, LLC | 2,688 | $29.2 萬 | 0.08% | +818+43.7% | 加碼 |
| Northwest Bancshares, Inc. | 2,684 | $29.1 萬 | 0.07% | 00.0% | 不變 |
| Holderness Investments Co | 2,685 | $29.1 萬 | 0.10% | +285+11.9% | 加碼 |
| Mid Atlantic Financial Management Inc | 2,654 | $28.8 萬 | 0.02% | −1,754−39.8% | 減碼 |
| Voya Financial Advisors, Inc. | 2,596 | $28.7 萬 | 0.04% | −103−3.8% | 減碼 |
| 9258 Wealth Management, LLC | 2,635 | $28.6 萬 | 0.08% | +349+15.3% | 加碼 |
| Centaurus Financial, Inc. | 2,628 | $28.5 萬 | 0.02% | −197−7.0% | 減碼 |
| Opal Wealth Advisors, LLC | 2,620 | $28.4 萬 | 0.27% | +238+10.0% | 加碼 |
| Goodwin Daniel L | 2,612 | $28.3 萬 | 0.13% | 00.0% | 不變 |
| Meyer Handelman Co | 2,600 | $28.2 萬 | 0.01% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 2,603 | $28.2 萬 | 0.18% | +2,321+823.0% | 加碼 |
| Leavell Investment Management, Inc. | 2,578 | $28.0 萬 | 0.02% | +33+1.3% | 加碼 |
| Chickasaw Capital Management LLC | 2,577 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| Carlson Capital Management | 2,566 | $27.8 萬 | 0.03% | +14+0.5% | 加碼 |
| Veracity Capital LLC | 2,521 | $27.4 萬 | 0.12% | −43,049−94.5% | 減碼 |
| Codex Capital, L.L.C. | 2,500 | $27.1 萬 | 0.15% | −200−7.4% | 減碼 |
| Arrow Financial Corp | 2,475 | $26.9 萬 | 0.03% | 00.0% | 不變 |
| Sepio Capital, LP | 2,460 | $26.7 萬 | 0.02% | −25,877−91.3% | 減碼 |