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。
2023 年第 1 季 13F 持有人
Fiserv Inc 在 2023/3/31 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
- 1,436
- 較 2022 年第 4 季 +26 家
- 持有股數
- 5.63 億
- 較 2022 年第 4 季 +326.1 萬 (+0.6%)
- 總市值
- $633.7 億
- 較 2022 年第 4 季 +$68.0 億 (+12.0%)
- 新進機構
- 125
- 另有 469 家加碼
- 清倉機構
- 99
- 另有 618 家減碼
另有 23 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Front Barnett Associates LLC | 1,940 | $21.9 萬 | 0.03% | +1,940 | 新進 |
| Wealth Management Associates, Inc. | 1,938 | $21.9 萬 | 0.14% | +1,938 | 新進 |
| Claro Advisors LLC | 1,948 | $22.0 萬 | 0.06% | −37−1.9% | 減碼 |
| Enterprise Financial Services Corp | 1,959 | $22.1 萬 | 0.14% | −38−1.9% | 減碼 |
| Old Mission Capital LLC | 1,986 | $22.4 萬 | 0.01% | +1,986 | 新進 |
| Pinnacle Bancorp, Inc. | 1,993 | $22.5 萬 | 0.08% | −556−21.8% | 減碼 |
| Goldstein Advisors, LLC | 1,995 | $22.5 萬 | 0.05% | −22−1.1% | 減碼 |
| Castleark Management LLC | 2,000 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| Western Wealth Management, LLC | 2,002 | $22.6 萬 | 0.02% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 2,006 | $22.7 萬 | 0.07% | +19+1.0% | 加碼 |
| Cable Hill Partners, LLC | 2,010 | $22.7 萬 | 0.04% | +2,010 | 新進 |
| Financial Management Professionals, Inc. | 2,014 | $22.8 萬 | 0.04% | −55−2.7% | 減碼 |
| Baron Wealth Management LLC | 2,020 | $22.8 萬 | 0.16% | −798−28.3% | 減碼 |
| Trust Co of Toledo NA | 2,023 | $22.9 萬 | 0.04% | +2,023 | 新進 |
| Summit X, LLC | 2,026 | $22.9 萬 | 0.06% | +2,026 | 新進 |
| Biltmore Family Office, LLC | 2,042 | $23.1 萬 | 0.05% | −10.0% | 減碼 |
| BSW Wealth Partners | 2,045 | $23.1 萬 | 0.05% | +2,045 | 新進 |
| Parkside Financial Bank & Trust | 2,054 | $23.2 萬 | 0.06% | +221+12.1% | 加碼 |
| Haverford Trust Co | 2,055 | $23.2 萬 | 0.00% | +2,055 | 新進 |
| Perpetual Ltd | 2,055 | $23.2 萬 | 0.00% | +2,055 | 新進 |
| Phillips Wealth Planners LLC | 1,914 | $23.2 萬 | 0.31% | −7−0.4% | 減碼 |
| De Burlo Group Inc | 2,063 | $23.3 萬 | 0.05% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 2,066 | $23.4 萬 | 0.03% | +65+3.2% | 加碼 |
| Allstate Corp | 2,075 | $23.5 萬 | 0.02% | −26,788−92.8% | 減碼 |
| Uncommon Cents Investing LLC | 2,100 | $23.7 萬 | 0.09% | 00.0% | 不變 |
| Canandaigua National Bank & Trust Co | 2,106 | $23.8 萬 | 0.04% | +2,106 | 新進 |
| Foster & Motley Inc | 2,111 | $23.9 萬 | 0.02% | +2,111 | 新進 |
| LCNB Corp | 2,130 | $24.1 萬 | 0.11% | −50−2.3% | 減碼 |
| Osterweis Capital Management Inc | 2,160 | $24.4 萬 | 0.02% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 2,183 | $24.7 萬 | 0.04% | +2,183 | 新進 |
| Girard Partners Ltd. | 2,184 | $24.7 萬 | 0.03% | −718−24.7% | 減碼 |
| Appleton Partners Inc | 2,191 | $24.8 萬 | 0.02% | −256−10.5% | 減碼 |
| Penobscot Investment Management Company, Inc. | 2,200 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 2,202 | $24.9 萬 | 0.03% | −374−14.5% | 減碼 |
| Holderness Investments Co | 2,205 | $24.9 萬 | 0.10% | 00.0% | 不變 |
| Congress Wealth Management LLC | 2,208 | $25.0 萬 | 0.01% | −321−12.7% | 減碼 |
| Physicians Financial Services, Inc. | 2,215 | $25.0 萬 | 0.11% | −50−2.2% | 減碼 |
| ISAM Funds (UK) Ltd | 2,212 | $25.0 萬 | 0.32% | +2,212 | 新進 |
| Jacobsen Capital Management | 2,221 | $25.1 萬 | 0.13% | −16,279−88.0% | 減碼 |
| Old Port Advisors | 2,192 | $25.2 萬 | 0.09% | −184−7.7% | 減碼 |
| Center for Financial Planning, Inc. | 2,227 | $25.2 萬 | 0.06% | +435+24.3% | 加碼 |
| First Manhattan Co | 2,234 | $25.3 萬 | 0.00% | +268+13.6% | 加碼 |
| Horan Securities, Inc. | 2,237 | $25.3 萬 | 0.13% | +55+2.5% | 加碼 |
| Sepio Capital, LP | 2,239 | $25.3 萬 | 0.02% | −5−0.2% | 減碼 |
| Aveo Capital Partners, LLC | 2,249 | $25.4 萬 | 0.03% | 00.0% | 不變 |
| Marcum Wealth, LLC | 2,257 | $25.5 萬 | 0.03% | +48+2.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 2,272 | $25.7 萬 | 0.05% | +2,272 | 新進 |
| Gradient Investments LLC | 2,276 | $25.7 萬 | 0.01% | +100+4.6% | 加碼 |
| Regent Peak Wealth Advisors LLC | 2,286 | $25.8 萬 | 0.08% | +7+0.3% | 加碼 |
| World Equity Group, Inc. | 6,877 | $25.9 萬 | 0.04% | +2,485+56.6% | 加碼 |
| Putnam Investments LLC | 2,290 | $25.9 萬 | 0.00% | +42+1.9% | 加碼 |
| Red Door Wealth Management, LLC | 2,296 | $26.0 萬 | 0.08% | +2,296 | 新進 |
| Greenwich Investment Management, Inc. | 2,303 | $26.0 萬 | 0.20% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 2,288 | $26.0 萬 | 0.09% | −13,881−85.8% | 減碼 |
| MUFG Securities EMEA plc | 2,311 | $26.1 萬 | 0.00% | −141,040−98.4% | 減碼 |
| Sowell Financial Services LLC | 2,317 | $26.2 萬 | 0.02% | +2,317 | 新進 |
| One Wealth Advisors, LLC | 2,330 | $26.3 萬 | 0.06% | +901+63.1% | 加碼 |
| Peterson Wealth Services | 2,346 | $26.5 萬 | 0.14% | −142−5.7% | 減碼 |
| Fidelis Capital Partners, LLC | 2,206 | $26.5 萬 | 0.11% | +2,206 | 新進 |
| Allworth Financial LP | 2,350 | $26.6 萬 | 0.00% | +579+32.7% | 加碼 |
| Truvestments Capital LLC | 2,351 | $26.6 萬 | 0.14% | +625+36.2% | 加碼 |
| West Coast Financial LLC | 2,363 | $26.7 萬 | 0.04% | 00.0% | 不變 |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $26.9 萬 | 0.16% | 00.0% | 不變 |
| Arrow Financial Corp | 2,400 | $27.1 萬 | 0.04% | 00.0% | 不變 |
| Corundum Group, Inc. | 2,400 | $27.1 萬 | 0.13% | 00.0% | 不變 |
| Brighton Jones LLC | 2,420 | $27.4 萬 | 0.02% | +299+14.1% | 加碼 |
| PDS Planning, Inc | 2,423 | $27.4 萬 | 0.04% | +2,423 | 新進 |
| Personal Cfo Solutions, LLC | 2,427 | $27.4 萬 | 0.06% | −3−0.1% | 減碼 |
| Janney Capital Management LLC | 2,440 | $27.6 萬 | 0.02% | −44−1.8% | 減碼 |
| Coastal Investment Advisors, Inc. | 2,451 | $27.7 萬 | 0.07% | −734−23.0% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 2,455 | $27.7 萬 | 0.12% | −150−5.8% | 減碼 |
| Mirabella Financial Services LLP | 2,462 | $27.8 萬 | 0.06% | +2,462 | 新進 |
| PFG Investments, LLC | 2,463 | $27.8 萬 | 0.06% | +2,463 | 新進 |
| Modera Wealth Management, LLC | 2,473 | $28.0 萬 | 0.01% | +103+4.3% | 加碼 |
| Venture Visionary Partners LLC | 2,480 | $28.0 萬 | 0.02% | −20−0.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 2,481 | $28.0 萬 | 0.02% | −33−1.3% | 減碼 |
| WBH Advisory Inc | 2,486 | $28.1 萬 | 0.04% | +2,486 | 新進 |
| Chicago Partners Investment Group LLC | 2,397 | $28.1 萬 | 0.02% | −144−5.7% | 減碼 |
| Latitude Advisors, LLC | 2,495 | $28.2 萬 | 0.20% | −5−0.2% | 減碼 |
| Edmond de Rothschild Holding S.A. | 2,500 | $28.3 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Advisor Solutions LLC | 2,513 | $28.4 萬 | 0.02% | −254−9.2% | 減碼 |
| Allred Capital Management, LLC | 2,517 | $28.4 萬 | 0.15% | +2,517 | 新進 |
| CM Wealth Advisors LLC | 2,410 | $28.5 萬 | 0.06% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 2,533 | $28.6 萬 | 0.06% | +1,643+184.6% | 加碼 |
| Northwest Bancshares, Inc. | 2,541 | $28.7 萬 | 0.06% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 2,541 | $28.7 萬 | 0.05% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 2,545 | $28.8 萬 | 0.02% | 00.0% | 不變 |
| Empowered Funds, LLC | 2,548 | $28.8 萬 | 0.02% | +2,548 | 新進 |
| Independent Financial Group, LLC | 2,551 | $28.8 萬 | 0.02% | +6+0.2% | 加碼 |
| CVA Family Office, LLC | 2,554 | $28.9 萬 | 0.06% | +149+6.2% | 加碼 |
| Raleigh Capital Management Inc. | 2,559 | $28.9 萬 | 0.14% | +306+13.6% | 加碼 |
| Edge Capital Group, LLC | 2,560 | $28.9 萬 | 0.02% | +2,560 | 新進 |
| Heron Financial Group, LLC | 2,564 | $29.0 萬 | 0.16% | −35−1.3% | 減碼 |
| Ingalls & Snyder LLC | 2,568 | $29.0 萬 | 0.01% | −302−10.5% | 減碼 |
| Carlson Capital Management | 2,590 | $29.3 萬 | 0.02% | +98+3.9% | 加碼 |
| Colonial Trust Co | 2,591 | $29.3 萬 | 0.07% | −51−1.9% | 減碼 |
| Gateway Investment Advisers LLC | 2,593 | $29.3 萬 | 0.00% | −249−8.8% | 減碼 |
| Intrinsic Edge Capital Management LLC | 2,600 | $29.4 萬 | 0.03% | 00.0% | 不變 |
| Meyer Handelman Co | 2,600 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 2,610 | $29.6 萬 | 0.24% | 00.0% | 不變 |