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。
2022 年第 1 季 13F 持有人
Fiserv Inc 在 2022/3/31 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
- 1,345
- 較 2021 年第 4 季 −7 家
- 持有股數
- 5.79 億
- 較 2021 年第 4 季 −1,262 萬 (−2.1%)
- 總市值
- $587.1 億
- 較 2021 年第 4 季 −$26.8 億 (−4.4%)
- 新進機構
- 103
- 另有 502 家加碼
- 清倉機構
- 110
- 另有 525 家減碼
另有 8 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 4,010 | $40.7 萬 | 0.04% | 00.0% | 不變 |
| Semmax Financial Advisors Inc. | 3,994 | $40.5 萬 | 0.16% | −137−3.3% | 減碼 |
| Arden Trust Co | 3,980 | $40.4 萬 | 0.08% | +952+31.4% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $40.3 萬 | 0.09% | +3,977 | 新進 |
| K.J. Harrison & Partners Inc | 3,945 | $40.0 萬 | 0.06% | +3,945 | 新進 |
| World Equity Group, Inc. | 3,926 | $39.8 萬 | 0.09% | +3,926 | 新進 |
| Covey Capital Advisors, LLC | 3,913 | $39.7 萬 | 0.41% | −81−2.0% | 減碼 |
| Copperleaf Capital, LLC | 3,892 | $39.5 萬 | 0.35% | +121+3.2% | 加碼 |
| Hoylecohen, LLC | 3,895 | $39.5 萬 | 0.03% | +490+14.4% | 加碼 |
| Madrona Financial Services, LLC | 3,902 | $39.3 萬 | 0.19% | 00.0% | 不變 |
| Intersect Capital LLC | 3,856 | $39.1 萬 | 0.08% | −54−1.4% | 減碼 |
| Symmetry Partners, LLC | 3,849 | $39.0 萬 | 0.02% | 00.0% | 不變 |
| Personal Capital Advisors Corp | 3,794 | $38.5 萬 | 0.00% | −738−16.3% | 減碼 |
| Waycross Partners, LLC | 3,800 | $38.5 萬 | 0.22% | +3,800 | 新進 |
| 9258 Wealth Management, LLC | 3,791 | $38.4 萬 | 0.09% | +1,100+40.9% | 加碼 |
| MAI Capital Management | 3,764 | $38.2 萬 | 0.01% | +701+22.9% | 加碼 |
| Haverford Trust Co | 3,754 | $38.1 萬 | 0.00% | −28−0.7% | 減碼 |
| Carnegie Capital Asset Management, LLC | 3,744 | $38.0 萬 | 0.01% | −340−8.3% | 減碼 |
| Financial Planning & Information Services, Inc. | 3,750 | $38.0 萬 | 0.08% | +3,750 | 新進 |
| TRUE Private Wealth Advisors | 3,667 | $37.6 萬 | 0.05% | +102+2.9% | 加碼 |
| YHB Investment Advisors, Inc. | 3,654 | $37.1 萬 | 0.03% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 3,667 | $37.1 萬 | 0.16% | +811+28.4% | 加碼 |
| Natixis Investment Managers International | 3,636 | $36.8 萬 | 0.01% | +1,976+119.0% | 加碼 |
| Boston Financial Mangement LLC | 3,599 | $36.5 萬 | 0.01% | −168−4.5% | 減碼 |
| Waypoint Capital Advisors, LLC | 3,599 | $36.5 萬 | 0.21% | +599+20.0% | 加碼 |
| Avantax Advisory Services, Inc. | 3,532 | $35.7 萬 | 0.00% | +450+14.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 3,521 | $35.7 萬 | 0.01% | +3,521 | 新進 |
| WP Advisors, LLC | 3,523 | $35.7 萬 | 0.15% | +3,523 | 新進 |
| Moody Lynn & Lieberson, LLC | 3,510 | $35.6 萬 | 0.03% | 00.0% | 不變 |
| Riverbridge Partners LLC | 3,498 | $35.5 萬 | 0.00% | −934−21.1% | 減碼 |
| Beacon Financial Group | 3,459 | $35.3 萬 | 0.05% | −99−2.8% | 減碼 |
| First Manhattan Co | 3,480 | $35.2 萬 | 0.00% | −600−14.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 3,412 | $34.6 萬 | 0.01% | −413−10.8% | 減碼 |
| Fortem Financial Group, LLC | 3,402 | $34.5 萬 | 0.15% | −589−14.8% | 減碼 |
| Paradigm Asset Management Co LLC | 3,400 | $34.5 萬 | 0.09% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 3,395 | $34.4 萬 | 0.06% | −455−11.8% | 減碼 |
| Gateway Investment Advisers LLC | 3,380 | $34.3 萬 | 0.00% | +133+4.1% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,368 | $34.2 萬 | 0.07% | +220+7.0% | 加碼 |
| Pflug Koory, LLC | 3,365 | $34.1 萬 | 0.17% | 00.0% | 不變 |
| Cooper Financial Group | 3,328 | $33.7 萬 | 0.13% | +3,328 | 新進 |
| Beta Wealth Group, Inc. | 3,300 | $33.5 萬 | 0.22% | +3,300 | 新進 |
| Modera Wealth Management, LLC | 3,281 | $33.3 萬 | 0.01% | −1,729−34.5% | 減碼 |
| Essex Financial Services, Inc. | 3,260 | $33.1 萬 | 0.03% | −60−1.8% | 減碼 |
| Forte Capital LLC | 3,188 | $33.1 萬 | 0.04% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 3,242 | $32.9 萬 | 0.04% | −197−5.7% | 減碼 |
| Jump Financial, LLC | 3,230 | $32.7 萬 | 0.01% | −3,752−53.7% | 減碼 |
| Marotta Asset Management | 3,200 | $32.4 萬 | 0.08% | 00.0% | 不變 |
| Provident Trust Co | 3,184 | $32.3 萬 | 0.01% | 00.0% | 不變 |
| ERn Financial, LLC | 3,162 | $32.1 萬 | 0.07% | +16+0.5% | 加碼 |
| Group One Trading, L.P. | 3,157 | $32.0 萬 | 0.01% | +3,157 | 新進 |
| NorthRock Partners, LLC | 3,139 | $31.8 萬 | 0.03% | −43−1.4% | 減碼 |
| Gladstone Institutional Advisory LLC | 3,138 | $31.8 萬 | 0.02% | +63+2.0% | 加碼 |
| Sandy Spring Bank | 3,112 | $31.6 萬 | 0.02% | −456−12.8% | 減碼 |
| Penserra Capital Management LLC | 3,126 | $31.6 萬 | 0.01% | +51+1.7% | 加碼 |
| Seven Eight Capital, LP | 3,120 | $31.6 萬 | 0.04% | +3,120 | 新進 |
| Endurance Wealth Management, Inc. | 3,107 | $31.5 萬 | 0.04% | 00.0% | 不變 |
| Canandaigua National Corp | 3,082 | $31.3 萬 | 0.05% | −996−24.4% | 減碼 |
| Schmidt P J Investment Management Inc | 3,196 | $31.3 萬 | 0.07% | −150−4.5% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $31.3 萬 | 0.03% | 00.0% | 不變 |
| Ellevest, Inc. | 3,076 | $31.2 萬 | 0.03% | +289+10.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 3,069 | $31.1 萬 | 0.02% | −124−3.9% | 減碼 |
| Summit Trail Advisors, LLC | 3,055 | $31.0 萬 | 0.03% | +3,055 | 新進 |
| Benjamin F. Edwards & Company, Inc. | 3,016 | $30.6 萬 | 0.01% | +497+19.7% | 加碼 |
| Silphium Asset Management Ltd | 3,000 | $30.4 萬 | 0.36% | +3,000 | 新進 |
| Cito Capital Group, LLC | 3,000 | $30.4 萬 | 0.14% | −3,000−50.0% | 減碼 |
| Stephenson National Bank & Trust | 2,995 | $30.4 萬 | 0.18% | −4−0.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 2,955 | $30.0 萬 | 0.01% | +61+2.1% | 加碼 |
| Williams Jones Wealth Management, LLC. | 2,954 | $30.0 萬 | 0.00% | +84+2.9% | 加碼 |
| Clear Street Markets LLC | 2,925 | $29.7 萬 | 0.09% | +2,925 | 新進 |
| JGP Wealth Management, LLC | 2,923 | $29.4 萬 | 0.05% | +27+0.9% | 加碼 |
| Security Asset Management | 2,883 | $29.2 萬 | 0.13% | −22,112−88.5% | 減碼 |
| Epiq Partners, LLC | 2,880 | $29.2 萬 | 0.16% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 2,870 | $29.1 萬 | 0.01% | +15+0.5% | 加碼 |
| Steward Financial Group LLC | 2,861 | $28.9 萬 | 0.26% | +309+12.1% | 加碼 |
| CRA Financial Services, LLC | 2,843 | $28.8 萬 | 0.09% | 00.0% | 不變 |
| Old National Bancorp | 2,824 | $28.6 萬 | 0.01% | −49−1.7% | 減碼 |
| Parallel Advisors, LLC | 2,793 | $28.5 萬 | 0.01% | −1,648−37.1% | 減碼 |
| DSC Advisors, L.P. | 2,815 | $28.5 萬 | 0.23% | +2,815 | 新進 |
| Cowa, LLC | 2,808 | $28.5 萬 | 0.14% | +2,808 | 新進 |
| Exencial Wealth Advisors, LLC | 2,801 | $28.4 萬 | 0.01% | +2,801 | 新進 |
| Clearwater Capital Advisors, LLC | 2,770 | $28.1 萬 | 0.03% | −50−1.8% | 減碼 |
| Apollon Wealth Management, LLC | 2,763 | $28.0 萬 | 0.02% | −1,520−35.5% | 減碼 |
| Exane Derivatives | 2,757 | $28.0 萬 | 0.08% | −311−10.1% | 減碼 |
| Sawtooth Solutions, LLC | 2,752 | $27.9 萬 | 0.03% | −4,270−60.8% | 減碼 |
| Kayne Anderson Rudnick Investment Management LLC | 2,738 | $27.8 萬 | 0.00% | −198−6.7% | 減碼 |
| Front Barnett Associates LLC | 2,730 | $27.7 萬 | 0.03% | −825−23.2% | 減碼 |
| Investment Management of Virginia LLC | 2,730 | $27.7 萬 | 0.05% | 00.0% | 不變 |
| Marshall Financial Group LLC | 2,724 | $27.6 萬 | 0.11% | 00.0% | 不變 |
| Townsend & Associates, Inc | 2,748 | $27.6 萬 | 0.13% | +160+6.2% | 加碼 |
| Boothbay Fund Management, LLC | 2,719 | $27.6 萬 | 0.01% | +2,719 | 新進 |
| MONECO Advisors, LLC | 2,714 | $27.5 萬 | 0.10% | −4−0.1% | 減碼 |
| BOK Financial Private Wealth, Inc. | 2,705 | $27.4 萬 | 0.02% | +2,705 | 新進 |
| Ipswich Investment Management Co., Inc. | 2,695 | $27.3 萬 | 0.07% | 00.0% | 不變 |
| Old Port Advisors | 2,637 | $27.2 萬 | 0.09% | −60−2.2% | 減碼 |
| Money Concepts Capital Corp | 2,687 | $27.2 萬 | 0.02% | +2,687 | 新進 |
| Peloton Wealth Strategists | 2,675 | $27.1 萬 | 0.11% | 00.0% | 不變 |
| Meyer Handelman Co | 2,668 | $27.1 萬 | 0.01% | 00.0% | 不變 |
| State of Wyoming | 2,675 | $27.1 萬 | 0.14% | +99+3.8% | 加碼 |
| WBH Advisory Inc | 2,572 | $26.9 萬 | 0.03% | 00.0% | 不變 |
| Lifeworks Advisors, LLC | 2,634 | $26.7 萬 | 0.18% | 00.0% | 不變 |