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 4 季 13F 持有人
Fiserv Inc 在 2021/12/31 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
- 1,360
- 較 2021 年第 3 季 +55 家
- 持有股數
- 5.92 億
- 較 2021 年第 3 季 −643.4 萬 (−1.1%)
- 總市值
- $614.1 億
- 較 2021 年第 3 季 −$35.1 億 (−5.4%)
- 新進機構
- 194
- 另有 479 家加碼
- 清倉機構
- 139
- 另有 509 家減碼
另有 24 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Disciplined Growth Investors Inc | 4,833 | $50.2 萬 | 0.01% | +4,833 | 新進 |
| Edgemoor Investment Advisors, Inc. | 4,862 | $50.5 萬 | 0.05% | −80−1.6% | 減碼 |
| Bartlett & Co. LLC | 4,868 | $50.5 萬 | 0.01% | +370+8.2% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 4,868 | $50.5 萬 | 0.01% | +370+8.2% | 加碼 |
| Ellis Investment Partners, LLC | 4,880 | $50.6 萬 | 0.12% | −100−2.0% | 減碼 |
| Richard Bernstein Advisors LLC | 4,882 | $50.7 萬 | 0.01% | 00.0% | 不變 |
| MBM Wealth Consultants, LLC | 4,896 | $50.8 萬 | 0.21% | +1,540+45.9% | 加碼 |
| Intellectus Partners, LLC | 4,902 | $50.9 萬 | 0.13% | −58−1.2% | 減碼 |
| Santori & Peters | 4,907 | $50.9 萬 | 0.27% | 00.0% | 不變 |
| Becker Capital Management Inc | 4,935 | $51.2 萬 | 0.02% | +4,935 | 新進 |
| Integrated Investment Consultants, LLC | 4,955 | $51.4 萬 | 0.14% | −2,690−35.2% | 減碼 |
| Whittier Trust Co | 4,961 | $51.5 萬 | 0.01% | −2,060−29.3% | 減碼 |
| Dryden Capital, LLC | 5,000 | $51.9 萬 | 0.37% | +5,000 | 新進 |
| Keybank National Association | 5,012 | $52.0 萬 | 0.00% | −990−16.5% | 減碼 |
| Modera Wealth Management, LLC | 5,010 | $52.0 萬 | 0.02% | +5,010 | 新進 |
| Tortoise Index Solutions, LLC | 5,034 | $52.2 萬 | 0.11% | −279−5.3% | 減碼 |
| Ironsides Asset Advisors, LLC | 5,045 | $52.4 萬 | 0.14% | +565+12.6% | 加碼 |
| Hamilton Capital, LLC | 5,050 | $52.4 萬 | 0.04% | +5,050 | 新進 |
| Retirement Planning Co of New England, Inc. | 5,080 | $52.7 萬 | 0.26% | +5,080 | 新進 |
| Forbes J M & Co LLP | 5,125 | $53.2 萬 | 0.06% | 00.0% | 不變 |
| Latitude Advisors, LLC | 5,122 | $53.2 萬 | 0.15% | +5,122 | 新進 |
| Concorde Asset Management, LLC | 5,131 | $53.3 萬 | 0.33% | −334−6.1% | 減碼 |
| Boston Family Office LLC | 5,139 | $53.3 萬 | 0.03% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 5,149 | $53.4 萬 | 0.01% | −1,825−26.2% | 減碼 |
| AIA Group Ltd | 5,141 | $53.4 萬 | 0.03% | +1,110+27.5% | 加碼 |
| Baldwin Brothers Inc | 5,175 | $53.7 萬 | 0.05% | −200−3.7% | 減碼 |
| Levin Capital Strategies, L.P. | 5,200 | $54.0 萬 | 0.05% | 00.0% | 不變 |
| Metis Global Partners, LLC | 5,197 | $54.0 萬 | 0.15% | +5,197 | 新進 |
| Bridge Advisory, LLC | 5,200 | $54.0 萬 | 0.24% | +5,200 | 新進 |
| Roberts Glore & Co Inc | 5,261 | $54.6 萬 | 0.14% | 00.0% | 不變 |
| Exchange Traded Concepts, LLC | 5,282 | $54.8 萬 | 0.01% | +439+9.1% | 加碼 |
| Sompo Asset Management Co., Ltd. | 5,340 | $55.4 萬 | 0.11% | −410−7.1% | 減碼 |
| Mutual Advisors, LLC | 5,347 | $55.5 萬 | 0.03% | +801+17.6% | 加碼 |
| Vista Investment Management | 5,363 | $55.7 萬 | 0.30% | +486+10.0% | 加碼 |
| Bridgefront Capital, LLC | 5,390 | $55.9 萬 | 0.54% | +5,390 | 新進 |
| NBT Bank N A | 5,443 | $56.5 萬 | 0.07% | −20−0.4% | 減碼 |
| Clear Perspective Advisors, LLC | 5,469 | $56.8 萬 | 0.17% | 00.0% | 不變 |
| Integral Investment Advisors, Inc. | 5,514 | $57.2 萬 | 0.41% | +5,514 | 新進 |
| Clarius Group, LLC | 5,516 | $57.3 萬 | 0.05% | −828−13.1% | 減碼 |
| Tectonic Advisors LLC | 5,553 | $57.6 萬 | 0.10% | +994+21.8% | 加碼 |
| Conning Inc. | 5,569 | $57.8 萬 | 0.02% | −711−11.3% | 減碼 |
| Transcend Wealth Collective, LLC | 5,610 | $58.2 萬 | 0.05% | −2,750−32.9% | 減碼 |
| Hilltop Holdings Inc. | 5,610 | $58.3 萬 | 0.06% | +907+19.3% | 加碼 |
| EP Wealth Advisors, LLC | 5,679 | $58.9 萬 | 0.01% | +3,236+132.5% | 加碼 |
| Trust Asset Management LLC | 5,690 | $59.1 萬 | 0.07% | 00.0% | 不變 |
| Freedom Day Solutions, LLC | 5,745 | $59.6 萬 | 0.24% | −4,086−41.6% | 減碼 |
| Copperwynd Financial, LLC | 5,745 | $59.6 萬 | 0.23% | −100−1.7% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 5,756 | $59.7 萬 | 0.11% | −5,900−50.6% | 減碼 |
| Sheaff Brock Investment Advisors, LLC | 5,783 | $60.0 萬 | 0.05% | −1,200−17.2% | 減碼 |
| Chase Investment Counsel Corp | 5,795 | $60.1 萬 | 0.24% | −4,140−41.7% | 減碼 |
| Sigma Planning Corp | 5,829 | $60.5 萬 | 0.02% | −596−9.3% | 減碼 |
| XTX Topco Ltd | 5,835 | $60.6 萬 | 0.34% | −3,783−39.3% | 減碼 |
| Boston Private Wealth LLC | 5,840 | $60.6 萬 | 0.01% | −1,773−23.3% | 減碼 |
| Assenagon Asset Management S.A. | 5,835 | $60.6 萬 | 0.00% | −253−4.2% | 減碼 |
| Rehmann Capital Advisory Group | 5,858 | $60.8 萬 | 0.06% | −296−4.8% | 減碼 |
| Aurora Investment Counsel | 5,880 | $61.0 萬 | 0.36% | −5,544−48.5% | 減碼 |
| Lafayette Investments, Inc. | 5,874 | $61.0 萬 | 0.15% | −500−7.8% | 減碼 |
| Boston Trust Walden Corp | 5,893 | $61.2 萬 | 0.00% | 00.0% | 不變 |
| Bayesian Capital Management, LP | 5,900 | $61.2 萬 | 0.19% | +5,900 | 新進 |
| Maryland Capital Management | 5,910 | $61.3 萬 | 0.03% | −249,158−97.7% | 減碼 |
| Parsons Capital Management Inc | 5,910 | $61.3 萬 | 0.04% | 00.0% | 不變 |
| LVM Capital Management Ltd | 5,925 | $61.5 萬 | 0.08% | 00.0% | 不變 |
| InTrack Investment Management Inc | 5,971 | $62.0 萬 | 0.43% | −1,892−24.1% | 減碼 |
| Evergreen Capital Management LLC | 6,006 | $62.3 萬 | 0.02% | −18,452−75.4% | 減碼 |
| Cito Capital Group, LLC | 6,000 | $62.3 萬 | 0.26% | 00.0% | 不變 |
| Prentiss Smith & Co Inc | 6,060 | $62.9 萬 | 0.30% | +6,060 | 新進 |
| Flagship Harbor Advisors, LLC | 6,112 | $63.4 萬 | 0.06% | −2,011−24.8% | 減碼 |
| Shepherd Financial Partners LLC | 6,105 | $63.4 萬 | 0.11% | −106−1.7% | 減碼 |
| Federated Hermes, Inc. | 6,168 | $64.0 萬 | 0.00% | −2,345−27.5% | 減碼 |
| Coldstream Capital Management Inc | 6,217 | $64.5 萬 | 0.02% | +3,228+108.0% | 加碼 |
| Appleton Partners Inc | 6,264 | $65.0 萬 | 0.05% | −26,588−80.9% | 減碼 |
| Eukles Asset Management | 6,259 | $65.0 萬 | 0.31% | +67+1.1% | 加碼 |
| Fragasso Group Inc. | 6,275 | $65.1 萬 | 0.08% | +6,275 | 新進 |
| Partners Group Holding AG | 6,299 | $65.4 萬 | 0.03% | 00.0% | 不變 |
| Prescott Group Capital Management, L.L.C. | 6,306 | $65.4 萬 | 0.15% | +6,306 | 新進 |
| Telemus Capital, LLC | 6,326 | $65.7 萬 | 0.05% | −22,020−77.7% | 減碼 |
| Savant Capital, LLC | 6,367 | $66.1 萬 | 0.02% | +434+7.3% | 加碼 |
| CoreFirst Bank & Trust | 6,400 | $66.4 萬 | 0.43% | 00.0% | 不變 |
| Assetmark, Inc | 6,402 | $66.4 萬 | 0.00% | +479+8.1% | 加碼 |
| Stokes Family Office, LLC | 6,434 | $66.8 萬 | 0.08% | +55+0.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 6,457 | $67.0 萬 | 0.05% | +488+8.2% | 加碼 |
| Forum Financial Management, LP | 6,477 | $67.2 萬 | 0.03% | +6,477 | 新進 |
| First Washington CORP | 6,500 | $67.5 萬 | 0.26% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 6,587 | $68.4 萬 | 0.11% | +122+1.9% | 加碼 |
| Kingsview Wealth Management, LLC | 6,605 | $68.6 萬 | 0.03% | −2,000−23.2% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 6,616 | $68.7 萬 | 0.04% | 00.0% | 不變 |
| Certified Advisory Corp | 6,646 | $69.0 萬 | 0.15% | −179−2.6% | 減碼 |
| Gabelli & Co Investment Advisers, Inc. | 6,690 | $69.4 萬 | 0.09% | +4,577+216.6% | 加碼 |
| Wesbanco Bank Inc | 6,700 | $69.5 萬 | 0.03% | −300−4.3% | 減碼 |
| Harbour Investments, Inc. | 6,705 | $69.6 萬 | 0.04% | −8,839−56.9% | 減碼 |
| Thoroughbred Financial Services, LLC | 6,707 | $69.6 萬 | 0.15% | −8,394−55.6% | 減碼 |
| Evergreen Wealth Solutions, LLC | 6,720 | $69.7 萬 | 0.63% | +6,720 | 新進 |
| Veracity Capital LLC | 6,783 | $70.4 萬 | 0.28% | +4,262+169.1% | 加碼 |
| Penbrook Management LLC | 6,791 | $70.5 萬 | 0.42% | −500−6.9% | 減碼 |
| American National Registered Investment Advisor, Inc. | 6,797 | $70.5 萬 | 0.23% | −20.0% | 減碼 |
| Acas, LLC | 6,800 | $70.6 萬 | 1.04% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 6,828 | $70.9 萬 | 0.08% | +2,353+52.6% | 加碼 |
| Gotham Asset Management, LLC | 6,875 | $71.4 萬 | 0.02% | −48,697−87.6% | 減碼 |
| Aureus Asset Management, LLC | 6,880 | $71.4 萬 | 0.04% | +50+0.7% | 加碼 |
| Orrstown Financial Services Inc | 6,584 | $71.4 萬 | 1.09% | −164−2.4% | 減碼 |