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 2 季 13F 持有人
Fiserv Inc 在 2022/6/30 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 2022 年第 1 季 +7 家
- 持有股數
- 5.72 億
- 較 2022 年第 1 季 −316.1 萬 (−0.5%)
- 總市值
- $509.4 億
- 較 2022 年第 1 季 −$74.0 億 (−12.7%)
- 新進機構
- 111
- 另有 455 家加碼
- 清倉機構
- 104
- 另有 558 家減碼
另有 23 家機構在 2022 年第 1 季持有、還沒有申報 2022 年第 2 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 2 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 2022 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Laurel Wealth Advisors, Inc. | 3,563 | $31.7 萬 | 0.03% | −513−12.6% | 減碼 |
| Grandfield & Dodd, LLC | 3,581 | $32.0 萬 | 0.03% | −747−17.3% | 減碼 |
| Principle Wealth Partners LLC | 3,600 | $32.0 萬 | 0.04% | −410−10.2% | 減碼 |
| MAI Capital Management | 3,593 | $32.0 萬 | 0.01% | −171−4.5% | 減碼 |
| Boston Financial Mangement LLC | 3,599 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| Waypoint Capital Advisors, LLC | 3,599 | $32.0 萬 | 0.15% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 3,619 | $32.2 萬 | 0.11% | −858−19.2% | 減碼 |
| Schechter Investment Advisors, LLC | 3,619 | $32.2 萬 | 0.03% | +3,619 | 新進 |
| Financial Planning & Information Services, Inc. | 3,637 | $32.4 萬 | 0.08% | −113−3.0% | 減碼 |
| YHB Investment Advisors, Inc. | 3,654 | $32.5 萬 | 0.03% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 3,663 | $32.6 萬 | 0.20% | +668+22.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 3,700 | $32.9 萬 | 0.06% | +1,500+68.2% | 加碼 |
| Exane Derivatives | 3,719 | $33.1 萬 | 0.19% | +962+34.9% | 加碼 |
| Belpointe Asset Management LLC | 3,748 | $33.3 萬 | 0.02% | −25,134−87.0% | 減碼 |
| Coastal Investment Advisors, Inc. | 3,592 | $33.3 萬 | 0.08% | +224+6.7% | 加碼 |
| Evergreen Capital Management LLC | 3,758 | $33.5 萬 | 0.02% | −1,568−29.4% | 減碼 |
| Lido Advisors, LLC | 3,786 | $33.6 萬 | 0.01% | +3,786 | 新進 |
| Ballentine Partners, LLC | 3,786 | $33.7 萬 | 0.01% | −298−7.3% | 減碼 |
| Arden Trust Co | 3,827 | $34.1 萬 | 0.08% | −153−3.8% | 減碼 |
| Western Wealth Management, LLC | 3,845 | $34.2 萬 | 0.02% | −286−6.9% | 減碼 |
| Symmetry Partners, LLC | 3,849 | $34.2 萬 | 0.02% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 3,842 | $34.2 萬 | 0.05% | +600+18.5% | 加碼 |
| Girard Partners Ltd. | 3,897 | $34.6 萬 | 0.04% | −1,109−22.2% | 減碼 |
| Exencial Wealth Advisors, LLC | 3,889 | $34.6 萬 | 0.02% | +1,088+38.8% | 加碼 |
| Apollon Wealth Management, LLC | 3,893 | $34.6 萬 | 0.03% | +1,130+40.9% | 加碼 |
| Copperleaf Capital, LLC | 3,900 | $34.7 萬 | 0.35% | +8+0.2% | 加碼 |
| Madrona Financial Services, LLC | 3,902 | $34.7 萬 | 0.20% | 00.0% | 不變 |
| Continuum Advisory, LLC | 3,904 | $34.7 萬 | 0.06% | +3,904 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 3,908 | $34.8 萬 | 0.03% | +3,908 | 新進 |
| Federated Hermes, Inc. | 3,935 | $35.0 萬 | 0.00% | −243−5.8% | 減碼 |
| World Equity Group, Inc. | 3,968 | $35.3 萬 | 0.09% | +42+1.1% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $35.4 萬 | 0.09% | 00.0% | 不變 |
| Tortoise Index Solutions, LLC | 3,994 | $35.5 萬 | 0.07% | −293−6.8% | 減碼 |
| RBF Capital, LLC | 4,000 | $35.6 萬 | 0.02% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 4,001 | $35.6 萬 | 0.01% | +589+17.3% | 加碼 |
| Capital Investment Advisors, LLC | 4,009 | $35.7 萬 | 0.01% | −212−5.0% | 減碼 |
| Minot Wealth Management LLC | 4,018 | $35.7 萬 | 0.09% | −15−0.4% | 減碼 |
| Vista Capital Partners, Inc. | 4,012 | $35.7 萬 | 0.06% | 00.0% | 不變 |
| Becker Capital Management Inc | 4,033 | $35.9 萬 | 0.02% | −271−6.3% | 減碼 |
| Sentry Investment Management LLC | 4,048 | $36.0 萬 | 0.16% | −493−10.9% | 減碼 |
| Flagship Harbor Advisors, LLC | 4,051 | $36.0 萬 | 0.04% | −236−5.5% | 減碼 |
| First Heartland Consultants, Inc. | 4,053 | $36.0 萬 | 0.06% | −35−0.9% | 減碼 |
| Wambolt & Associates, LLC | 4,057 | $36.1 萬 | 0.15% | −94−2.3% | 減碼 |
| Bryn Mawr Trust Co | 4,076 | $36.3 萬 | 0.02% | 00.0% | 不變 |
| Intellectus Partners, LLC | 4,095 | $36.4 萬 | 0.13% | −483−10.6% | 減碼 |
| Virginia National Bank | 4,100 | $36.5 萬 | 0.57% | 00.0% | 不變 |
| Bartlett & Co. LLC | 4,114 | $36.6 萬 | 0.01% | −784−16.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4,114 | $36.6 萬 | 0.01% | −784−16.0% | 減碼 |
| Merit Financial Group, LLC | 4,147 | $36.9 萬 | 0.01% | +4,147 | 新進 |
| Ironsides Asset Advisors, LLC | 4,165 | $37.1 萬 | 0.14% | −880−17.4% | 減碼 |
| Lindbrook Capital, LLC | 4,171 | $37.1 萬 | 0.06% | +3,093+286.9% | 加碼 |
| Financial Counselors Inc | 4,165 | $37.1 萬 | 0.01% | +4,165 | 新進 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 4,162 | $37.1 萬 | 0.00% | −8−0.2% | 減碼 |
| Fishman Jay A Ltd | 4,180 | $37.2 萬 | 0.05% | 00.0% | 不變 |
| Hoylecohen, LLC | 4,215 | $37.5 萬 | 0.04% | +320+8.2% | 加碼 |
| Opal Wealth Advisors, LLC | 4,224 | $37.6 萬 | 0.25% | −110−2.5% | 減碼 |
| Citadel Investment Advisory, Inc. | 4,242 | $37.7 萬 | 0.26% | −339−7.4% | 減碼 |
| Smith, Moore & Co. | 4,232 | $37.7 萬 | 0.06% | +100+2.4% | 加碼 |
| First National Bank & Trust Co of Newtown | 4,280 | $38.1 萬 | 0.09% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 4,285 | $38.1 萬 | 0.20% | 00.0% | 不變 |
| Pendal Group Limited | 4,301 | $38.3 萬 | 0.00% | −370−7.9% | 減碼 |
| Monetary Management Group Inc | 4,300 | $38.3 萬 | 0.12% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 4,300 | $38.3 萬 | 0.11% | 00.0% | 不變 |
| Park Avenue Securities LLC | 4,311 | $38.4 萬 | 0.01% | +43+1.0% | 加碼 |
| Crumly & Associates Inc. | 4,332 | $38.5 萬 | 0.16% | +244+6.0% | 加碼 |
| ERn Financial, LLC | 4,338 | $38.6 萬 | 0.09% | +1,176+37.2% | 加碼 |
| Sheaff Brock Investment Advisors, LLC | 4,383 | $39.0 萬 | 0.04% | −500−10.2% | 減碼 |
| KCS Wealth Advisory | 4,380 | $39.0 萬 | 0.17% | 00.0% | 不變 |
| Semmax Financial Advisors Inc. | 3,678 | $39.2 萬 | 0.16% | −316−7.9% | 減碼 |
| EP Wealth Advisors, LLC | 4,421 | $39.3 萬 | 0.01% | +212+5.0% | 加碼 |
| Santori & Peters | 4,431 | $39.4 萬 | 0.25% | −11−0.2% | 減碼 |
| 9258 Wealth Management, LLC | 4,429 | $39.4 萬 | 0.10% | +638+16.8% | 加碼 |
| St Germain D J Co Inc | 4,440 | $39.5 萬 | 0.03% | −29−0.6% | 減碼 |
| US Asset Management LLC | 4,447 | $39.6 萬 | 0.43% | 00.0% | 不變 |
| Appleton Partners Inc | 4,479 | $39.8 萬 | 0.04% | −1,250−21.8% | 減碼 |
| Vista Investment Management | 4,473 | $39.8 萬 | 0.24% | −1,045−18.9% | 減碼 |
| Condor Capital Management | 4,494 | $40.0 萬 | 0.05% | 00.0% | 不變 |
| Seeyond | 4,534 | $40.3 萬 | 0.05% | −91−2.0% | 減碼 |
| Independent Financial Group, LLC | 4,555 | $40.5 萬 | 0.04% | −993−17.9% | 減碼 |
| Penbrook Management LLC | 4,591 | $40.8 萬 | 0.32% | 00.0% | 不變 |
| Optas, LLC | 4,592 | $40.8 萬 | 0.17% | +188+4.3% | 加碼 |
| State of Wyoming | 4,623 | $41.1 萬 | 0.25% | +1,948+72.8% | 加碼 |
| Central Trust Co | 4,642 | $41.3 萬 | 0.01% | 00.0% | 不變 |
| Kinneret Advisory, LLC | 4,651 | $41.4 萬 | 0.05% | +98+2.2% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 4,659 | $41.5 萬 | 0.05% | −4,924−51.4% | 減碼 |
| XTX Topco Ltd | 4,683 | $41.7 萬 | 0.17% | +4,683 | 新進 |
| Baldwin Brothers Inc | 4,712 | $41.9 萬 | 0.05% | 00.0% | 不變 |
| Caldwell Trust Co | 4,725 | $42.0 萬 | 0.06% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 4,732 | $42.1 萬 | 0.01% | −122−2.5% | 減碼 |
| 1st Source Bank | 4,735 | $42.1 萬 | 0.03% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 4,766 | $42.4 萬 | 0.26% | +130+2.8% | 加碼 |
| Assetmark, Inc | 4,799 | $42.7 萬 | 0.00% | −1,854−27.9% | 減碼 |
| Paragon Capital Management Ltd | 4,800 | $42.7 萬 | 0.12% | 00.0% | 不變 |
| Echo Street Capital Management LLC | 4,837 | $43.0 萬 | 0.00% | +4,837 | 新進 |
| Maryland Capital Management | 4,860 | $43.2 萬 | 0.03% | −335−6.4% | 減碼 |
| B. Riley Wealth Management, Inc. | 4,852 | $43.2 萬 | 0.04% | +309+6.8% | 加碼 |
| Independent Advisor Alliance | 4,881 | $43.4 萬 | 0.02% | −796−14.0% | 減碼 |
| Richard Bernstein Advisors LLC | 4,882 | $43.4 萬 | 0.01% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 4,880 | $43.4 萬 | 0.12% | 00.0% | 不變 |
| Schneider Downs Wealth Management Advisors, LP | 4,879 | $43.4 萬 | 0.12% | +4,879 | 新進 |