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 3 季 13F 持有人
Fiserv Inc 在 2022/9/30 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
- 1,345
- 較 2022 年第 2 季 +30 家
- 持有股數
- 5.71 億
- 較 2022 年第 2 季 −105.6 萬 (−0.2%)
- 總市值
- $535.0 億
- 較 2022 年第 2 季 +$25.7 億 (+5.1%)
- 新進機構
- 122
- 另有 550 家加碼
- 清倉機構
- 92
- 另有 471 家減碼
另有 14 家機構在 2022 年第 2 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Lido Advisors, LLC | 4,124 | $38.5 萬 | 0.01% | +338+8.9% | 加碼 |
| 9258 Wealth Management, LLC | 4,088 | $38.3 萬 | 0.10% | −341−7.7% | 減碼 |
| Intellectus Partners, LLC | 4,095 | $38.3 萬 | 0.14% | 00.0% | 不變 |
| Continuum Advisory, LLC | 4,082 | $38.2 萬 | 0.07% | +178+4.6% | 加碼 |
| Lafayette Investments, Inc. | 4,074 | $38.1 萬 | 0.12% | −1,050−20.5% | 減碼 |
| Wambolt & Associates, LLC | 4,057 | $38.0 萬 | 0.16% | 00.0% | 不變 |
| World Equity Group, Inc. | 4,057 | $38.0 萬 | 0.10% | +89+2.2% | 加碼 |
| Pendal Group Limited | 4,055 | $37.9 萬 | 0.00% | −246−5.7% | 減碼 |
| Becker Capital Management Inc | 4,023 | $37.6 萬 | 0.02% | −10−0.2% | 減碼 |
| Salem Investment Counselors Inc | 3,998 | $37.4 萬 | 0.02% | −5,934−59.7% | 減碼 |
| Bryn Mawr Trust Co | 4,000 | $37.4 萬 | 0.02% | −76−1.9% | 減碼 |
| Vista Capital Partners, Inc. | 4,000 | $37.4 萬 | 0.06% | −12−0.3% | 減碼 |
| RBF Capital, LLC | 4,000 | $37.4 萬 | 0.03% | 00.0% | 不變 |
| CSS LLC | 4,000 | $37.4 萬 | 0.02% | +4,000 | 新進 |
| Girard Partners Ltd. | 3,989 | $37.3 萬 | 0.05% | +92+2.4% | 加碼 |
| Exencial Wealth Advisors, LLC | 3,987 | $37.3 萬 | 0.02% | +98+2.5% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $37.2 萬 | 0.10% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 3,974 | $37.2 萬 | 0.04% | +964+32.0% | 加碼 |
| Capital Investment Advisors, LLC | 3,918 | $36.7 萬 | 0.01% | −91−2.3% | 減碼 |
| Madrona Financial Services, LLC | 3,860 | $36.1 萬 | 0.22% | −42−1.1% | 減碼 |
| Segall Bryant & Hamill, LLC | 3,840 | $36.0 萬 | 0.00% | +3,840 | 新進 |
| NorthRock Partners, LLC | 3,842 | $35.9 萬 | 0.04% | +3,842 | 新進 |
| Belpointe Asset Management LLC | 3,811 | $35.6 萬 | 0.02% | +63+1.7% | 加碼 |
| Heritage Wealth Advisors | 3,800 | $35.6 萬 | 0.03% | +3,000+375.0% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,776 | $35.3 萬 | 0.04% | −275−6.8% | 減碼 |
| Stephenson National Bank & Trust | 3,777 | $35.3 萬 | 0.25% | +114+3.1% | 加碼 |
| Silphium Asset Management Ltd | 3,750 | $35.1 萬 | 0.32% | +1,000+36.4% | 加碼 |
| Cooper Financial Group | 3,743 | $35.0 萬 | 0.13% | +310+9.0% | 加碼 |
| Ellevest, Inc. | 3,705 | $34.7 萬 | 0.03% | +661+21.7% | 加碼 |
| Wealth Alliance | 3,676 | $34.4 萬 | 0.07% | +238+6.9% | 加碼 |
| Long Run Wealth Advisors, LLC | 3,667 | $34.3 萬 | 0.14% | +3,667 | 新進 |
| BOK Financial Private Wealth, Inc. | 3,640 | $34.1 萬 | 0.03% | +3,640 | 新進 |
| Financial Planning & Information Services, Inc. | 3,637 | $34.0 萬 | 0.08% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 3,377 | $33.8 萬 | 0.01% | +3,377 | 新進 |
| Semmax Financial Advisors Inc. | 3,482 | $33.6 萬 | 0.14% | −196−5.3% | 減碼 |
| YHB Investment Advisors, Inc. | 3,594 | $33.6 萬 | 0.04% | −60−1.6% | 減碼 |
| Bellwether Advisors, LLC | 3,580 | $33.4 萬 | 0.11% | +3,559+16,947.6% | 加碼 |
| MMBG Investment Advisors Co. | 3,560 | $33.3 萬 | 0.04% | 00.0% | 不變 |
| Laurel Wealth Advisors, Inc. | 3,540 | $33.1 萬 | 0.04% | −23−0.6% | 減碼 |
| Keystone Financial Services | 3,303 | $32.7 萬 | 0.19% | +425+14.8% | 加碼 |
| Moody Lynn & Lieberson, LLC | 3,480 | $32.6 萬 | 0.03% | −30−0.9% | 減碼 |
| Grandfield & Dodd, LLC | 3,466 | $32.0 萬 | 0.03% | −115−3.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 3,405 | $31.9 萬 | 0.02% | +17+0.5% | 加碼 |
| Boston Financial Mangement LLC | 3,399 | $31.8 萬 | 0.01% | −200−5.6% | 減碼 |
| Personal Capital Advisors Corp | 3,400 | $31.8 萬 | 0.00% | +566+20.0% | 加碼 |
| Moneta Group Investment Advisors LLC | 3,377 | $31.6 萬 | 0.01% | −624−15.6% | 減碼 |
| WMS Partners, LLC | 3,382 | $31.6 萬 | 0.04% | −77−2.2% | 減碼 |
| Naples Global Advisors, LLC | 3,377 | $31.6 萬 | 0.04% | +3,377 | 新進 |
| Pegasus Partners Ltd. | 3,365 | $31.5 萬 | 0.06% | +233+7.4% | 加碼 |
| Old Mission Capital LLC | 3,357 | $31.4 萬 | 0.01% | +3,357 | 新進 |
| Old National Bancorp | 3,345 | $31.3 萬 | 0.01% | +506+17.8% | 加碼 |
| MUFG Securities EMEA plc | 3,331 | $31.2 萬 | 0.01% | −7,970−70.5% | 減碼 |
| Centaurus Financial, Inc. | 3,319 | $31.1 萬 | 0.03% | +1,091+49.0% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,310 | $31.0 萬 | 0.08% | +880+36.2% | 加碼 |
| Monetary Management Group Inc | 3,300 | $30.9 萬 | 0.10% | −1,000−23.3% | 減碼 |
| Stonebridge Capital Advisors LLC | 3,283 | $30.7 萬 | 0.04% | −65−1.9% | 減碼 |
| Cowa, LLC | 3,286 | $30.7 萬 | 0.20% | +527+19.1% | 加碼 |
| Ground Swell Capital, LLC | 3,272 | $30.6 萬 | 0.87% | −4,214−56.3% | 減碼 |
| Apeiron RIA LLC | 3,208 | $30.6 萬 | 0.14% | +3,208 | 新進 |
| Beacon Financial Group | 3,217 | $30.5 萬 | 0.05% | −14−0.4% | 減碼 |
| Parallel Advisors, LLC | 3,246 | $30.4 萬 | 0.01% | +745+29.8% | 加碼 |
| JGP Wealth Management, LLC | 3,048 | $30.1 萬 | 0.06% | +91+3.1% | 加碼 |
| Benjamin F. Edwards & Company, Inc. | 3,206 | $30.0 萬 | 0.02% | +58+1.8% | 加碼 |
| Axxcess Wealth Management, LLC | 3,202 | $30.0 萬 | 0.03% | +3,202 | 新進 |
| Marotta Asset Management | 3,200 | $29.9 萬 | 0.08% | 00.0% | 不變 |
| TRUE Private Wealth Advisors | 3,201 | $29.9 萬 | 0.05% | +59+1.9% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,184 | $29.8 萬 | 0.08% | −408−11.4% | 減碼 |
| Provident Trust Co | 3,184 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| Acadian Asset Management LLC | 3,193 | $29.8 萬 | 0.00% | +977+44.1% | 加碼 |
| Essex Financial Services, Inc. | 3,172 | $29.7 萬 | 0.04% | +90+2.9% | 加碼 |
| Kestra Private Wealth Services, LLC | 3,179 | $29.7 萬 | 0.02% | +325+11.4% | 加碼 |
| Forte Capital LLC | 3,163 | $29.6 萬 | 0.05% | 00.0% | 不變 |
| Independent Financial Group, LLC | 3,145 | $29.4 萬 | 0.03% | −1,410−31.0% | 減碼 |
| Wunderlich Capital Managemnt | 3,133 | $29.3 萬 | 0.19% | −21−0.7% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,100 | $29.2 萬 | 0.00% | −1,062−25.5% | 減碼 |
| Penserra Capital Management LLC | 3,131 | $29.2 萬 | 0.01% | +80+2.6% | 加碼 |
| Arete Wealth Advisors, LLC | 3,121 | $29.2 萬 | 0.03% | +591+23.4% | 加碼 |
| Endurance Wealth Management, Inc. | 3,107 | $29.1 萬 | 0.05% | 00.0% | 不變 |
| Pointe Capital Management LLC | 3,110 | $29.1 萬 | 0.23% | +3,110 | 新進 |
| Townsend & Associates, Inc | 2,944 | $29.0 萬 | 0.13% | +155+5.6% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $28.9 萬 | 0.04% | 00.0% | 不變 |
| Riverbridge Partners LLC | 3,080 | $28.8 萬 | 0.00% | −405−11.6% | 減碼 |
| ICA Group Wealth Management, LLC | 3,056 | $28.6 萬 | 0.06% | +447+17.1% | 加碼 |
| Exchange Traded Concepts, LLC | 3,013 | $28.2 萬 | 0.01% | −224−6.9% | 減碼 |
| Stokes Family Office, LLC | 3,015 | $28.2 萬 | 0.04% | +275+10.0% | 加碼 |
| Atlantic Trust, LLC | 3,018 | $28.2 萬 | 0.10% | +3,018 | 新進 |
| Waypoint Capital Advisors, LLC | 3,000 | $28.1 萬 | 0.12% | −599−16.6% | 減碼 |
| Gateway Investment Advisers LLC | 3,005 | $28.1 萬 | 0.00% | −348−10.4% | 減碼 |
| Cito Capital Group, LLC | 3,000 | $28.1 萬 | 0.16% | 00.0% | 不變 |
| Gladstone Institutional Advisory LLC | 2,997 | $28.0 萬 | 0.02% | +8+0.3% | 加碼 |
| Silver Oak Securities, Inc | 2,458 | $27.8 萬 | 0.06% | +2,458 | 新進 |
| K.J. Harrison & Partners Inc | 2,945 | $27.6 萬 | 0.10% | +2,945 | 新進 |
| Meridian Wealth Management, LLC | 2,935 | $27.5 萬 | 0.03% | −2,433−45.3% | 減碼 |
| Whittier Trust Co of Nevada Inc | 2,938 | $27.5 萬 | 0.01% | −336−10.3% | 減碼 |
| Schmidt P J Investment Management Inc | 2,832 | $27.4 萬 | 0.07% | −150−5.0% | 減碼 |
| MONECO Advisors, LLC | 2,908 | $27.2 萬 | 0.11% | −8−0.3% | 減碼 |
| Wade G W & Inc | 2,900 | $27.1 萬 | 0.01% | −21,267−88.0% | 減碼 |
| Intact Investment Management Inc. | 2,900 | $27.1 萬 | 0.01% | +2,900 | 新進 |
| CVA Family Office, LLC | 2,890 | $27.0 萬 | 0.07% | +1,255+76.8% | 加碼 |
| Ingalls & Snyder LLC | 2,870 | $26.9 萬 | 0.02% | 00.0% | 不變 |