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 |
|---|---|---|---|---|---|
| Norwood Financial Corp | 2,625 | $29.7 萬 | 0.47% | 00.0% | 不變 |
| WMS Partners, LLC | 2,635 | $29.8 萬 | 0.03% | −747−22.1% | 減碼 |
| Sandler Capital Management | 2,650 | $30.0 萬 | 0.05% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 2,653 | $30.0 萬 | 0.05% | +315+13.5% | 加碼 |
| PEAK6 Investments LLC | 2,668 | $30.2 萬 | 0.02% | +2,668 | 新進 |
| Ritholtz Wealth Management | 2,677 | $30.3 萬 | 0.02% | +2,677 | 新進 |
| Ipswich Investment Management Co., Inc. | 2,695 | $30.5 萬 | 0.08% | 00.0% | 不變 |
| Point72 Middle East FZE | 2,704 | $30.6 萬 | 0.02% | +2,562+1,804.2% | 加碼 |
| Investment Management of Virginia LLC | 2,730 | $30.9 萬 | 0.06% | 00.0% | 不變 |
| Parsec Financial Management, Inc. | 2,730 | $30.9 萬 | 0.01% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 2,750 | $31.1 萬 | 0.14% | −409−12.9% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,754 | $31.2 萬 | 0.00% | −56−2.0% | 減碼 |
| Atlantic Trust, LLC | 2,813 | $31.8 萬 | 0.10% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 2,828 | $32.0 萬 | 0.03% | −331−10.5% | 減碼 |
| Geller Advisors LLC | 2,835 | $32.0 萬 | 0.05% | +365+14.8% | 加碼 |
| CRA Financial Services, LLC | 2,843 | $32.1 萬 | 0.10% | 00.0% | 不變 |
| First Foundation Advisors | 2,864 | $32.4 萬 | 0.01% | −2,208−43.5% | 減碼 |
| Beacon Financial Group | 2,861 | $32.5 萬 | 0.05% | −419−12.8% | 減碼 |
| Legacy Capital Group California, Inc. | 2,882 | $32.6 萬 | 0.16% | +2,882 | 新進 |
| Drake & Associates, LLC | 2,894 | $32.7 萬 | 0.16% | +145+5.3% | 加碼 |
| Wade G W & Inc | 2,900 | $32.8 萬 | 0.01% | −316−9.8% | 減碼 |
| Pegasus Partners Ltd. | 2,921 | $33.0 萬 | 0.05% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 2,772 | $33.2 萬 | 0.07% | −60−2.1% | 減碼 |
| Stokes Family Office, LLC | 2,937 | $33.2 萬 | 0.04% | +128+4.6% | 加碼 |
| JGP Wealth Management, LLC | 2,961 | $33.5 萬 | 0.06% | +9+0.3% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,982 | $33.7 萬 | 0.01% | −60−2.0% | 減碼 |
| Waypoint Capital Advisors, LLC | 3,000 | $33.9 萬 | 0.11% | 00.0% | 不變 |
| MONECO Advisors, LLC | 3,015 | $34.1 萬 | 0.10% | +107+3.7% | 加碼 |
| Naples Global Advisors, LLC | 3,017 | $34.1 萬 | 0.04% | −461−13.3% | 減碼 |
| Apeiron RIA LLC | 3,021 | $34.1 萬 | 0.12% | −236−7.2% | 減碼 |
| Arete Wealth Advisors, LLC | 3,030 | $34.2 萬 | 0.03% | −106−3.4% | 減碼 |
| Wealth Alliance | 3,039 | $34.3 萬 | 0.06% | −3,011−49.8% | 減碼 |
| Tobam | 3,058 | $34.6 萬 | 0.02% | +1,820+147.0% | 加碼 |
| Carnegie Capital Asset Management, LLC | 3,071 | $34.7 萬 | 0.01% | 00.0% | 不變 |
| Riverbridge Partners LLC | 3,080 | $34.8 萬 | 0.00% | 00.0% | 不變 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 3,090 | $34.9 萬 | 0.04% | 00.0% | 不變 |
| Cowa, LLC | 3,095 | $35.0 萬 | 0.29% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 3,107 | $35.1 萬 | 0.05% | 00.0% | 不變 |
| Pointe Capital Management LLC | 3,110 | $35.2 萬 | 0.26% | 00.0% | 不變 |
| Penserra Capital Management LLC | 3,128 | $35.2 萬 | 0.01% | 00.0% | 不變 |
| Wedmont Private Capital | 3,097 | $35.2 萬 | 0.05% | +943+43.8% | 加碼 |
| Dearborn Partners LLC | 3,121 | $35.3 萬 | 0.01% | −525−14.4% | 減碼 |
| Valeo Financial Advisors, LLC | 3,134 | $35.4 萬 | 0.02% | +19+0.6% | 加碼 |
| Edgestream Partners, L.P. | 3,143 | $35.5 萬 | 0.04% | +3,143 | 新進 |
| Advisors Capital Management, LLC | 3,150 | $35.6 萬 | 0.01% | −104−3.2% | 減碼 |
| Lumature Wealth Partners, LLC | 3,154 | $35.6 萬 | 0.20% | +3,154 | 新進 |
| Forte Capital LLC | 3,163 | $35.8 萬 | 0.05% | −63−2.0% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 3,200 | $35.8 萬 | 0.15% | 00.0% | 不變 |
| Keystone Financial Services | 3,190 | $36.1 萬 | 0.19% | −22−0.7% | 減碼 |
| Salem Investment Counselors Inc | 3,192 | $36.1 萬 | 0.01% | −118−3.6% | 減碼 |
| Ariel Investments, LLC | 3,192 | $36.1 萬 | 0.00% | +96+3.1% | 加碼 |
| Desjardins Global Asset Management Inc. | 3,190 | $36.1 萬 | 0.05% | +3,190 | 新進 |
| Waycross Partners, LLC | 3,200 | $36.2 萬 | 0.11% | −12,100−79.1% | 減碼 |
| Wambolt & Associates, LLC | 3,210 | $36.2 萬 | 0.13% | −697−17.8% | 減碼 |
| Confluence Wealth Services, Inc. | 3,236 | $36.6 萬 | 0.09% | +84+2.7% | 加碼 |
| Matisse Capital | 3,248 | $36.7 萬 | 0.24% | +3,248 | 新進 |
| Stonebridge Capital Advisors LLC | 3,263 | $36.9 萬 | 0.04% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 3,288 | $37.2 萬 | 0.05% | −22,609−87.3% | 減碼 |
| Becker Capital Management Inc | 3,310 | $37.4 萬 | 0.01% | −20−0.6% | 減碼 |
| Arden Trust Co | 3,336 | $37.7 萬 | 0.07% | −1,470−30.6% | 減碼 |
| 9258 Wealth Management, LLC | 3,336 | $37.7 萬 | 0.08% | +315+10.4% | 加碼 |
| Roundview Capital LLC | 3,345 | $37.8 萬 | 0.04% | +1,020+43.9% | 加碼 |
| Grandfield & Dodd, LLC | 3,360 | $38.0 萬 | 0.03% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,373 | $38.1 萬 | 0.01% | +490+17.0% | 加碼 |
| TRUE Private Wealth Advisors | 3,384 | $38.3 萬 | 0.06% | −38−1.1% | 減碼 |
| HF Advisory Group, LLC | 3,411 | $38.6 萬 | 0.34% | +40+1.2% | 加碼 |
| First Citizens Bank & Trust Co | 3,415 | $38.6 萬 | 0.01% | −20,796−85.9% | 減碼 |
| Exencial Wealth Advisors, LLC | 3,427 | $38.7 萬 | 0.02% | −1,190−25.8% | 減碼 |
| Empower Advisory Group, LLC | 3,439 | $38.8 萬 | 0.00% | +3,439 | 新進 |
| Hoylecohen, LLC | 3,454 | $39.0 萬 | 0.04% | −761−18.1% | 減碼 |
| Centaurus Financial, Inc. | 3,461 | $39.1 萬 | 0.03% | +1,201+53.1% | 加碼 |
| Shorepoint Capital Partners LLC | 3,473 | $39.3 萬 | 0.11% | −7,763−69.1% | 減碼 |
| Boston Financial Mangement LLC | 3,476 | $39.3 萬 | 0.02% | −66−1.9% | 減碼 |
| Moody Lynn & Lieberson, LLC | 3,480 | $39.3 萬 | 0.04% | 00.0% | 不變 |
| Partners Group Holding AG | 3,487 | $39.4 萬 | 0.03% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 3,523 | $39.8 萬 | 0.01% | 00.0% | 不變 |
| CX Institutional | 3,533 | $39.9 萬 | 0.02% | +368+11.6% | 加碼 |
| Cookson Peirce & Co Inc | 3,543 | $40.0 萬 | 0.03% | +3,543 | 新進 |
| Financial Planning & Information Services, Inc. | 3,548 | $40.1 萬 | 0.08% | −89−2.4% | 減碼 |
| MMBG Investment Advisors Co. | 3,560 | $40.2 萬 | 0.05% | 00.0% | 不變 |
| Single Point Partners, LLC | 3,564 | $40.3 萬 | 0.09% | +66+1.9% | 加碼 |
| Epiq Partners, LLC | 3,586 | $40.5 萬 | 0.28% | +560+18.5% | 加碼 |
| Moran Wealth Management, LLC | 3,632 | $41.1 萬 | 0.02% | −832−18.6% | 減碼 |
| YHB Investment Advisors, Inc. | 3,637 | $41.1 萬 | 0.04% | +143+4.1% | 加碼 |
| Epic Trust Investment Advisors, LLC | 3,664 | $41.4 萬 | 0.52% | −1,613−30.6% | 減碼 |
| Long Run Wealth Advisors, LLC | 3,667 | $41.4 萬 | 0.14% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,683 | $41.6 萬 | 0.05% | −722−16.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 3,693 | $41.7 萬 | 0.00% | −147−3.8% | 減碼 |
| Optimum Investment Advisors | 3,700 | $41.8 萬 | 0.22% | +325+9.6% | 加碼 |
| State of Wyoming | 3,728 | $42.1 萬 | 0.14% | +2,951+379.8% | 加碼 |
| River Street Advisors LLC | 3,772 | $42.6 萬 | 0.42% | +66+1.8% | 加碼 |
| Heritage Wealth Advisors | 3,800 | $43.0 萬 | 0.02% | 00.0% | 不變 |
| Santori & Peters | 3,801 | $43.0 萬 | 0.23% | −630−14.2% | 減碼 |
| Alpha Family Trust | 3,805 | $43.0 萬 | 0.34% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 3,816 | $43.1 萬 | 0.04% | −5−0.1% | 減碼 |
| Madrona Financial Services, LLC | 3,886 | $43.9 萬 | 0.24% | +26+0.7% | 加碼 |
| Caas Capital Management LP | 3,900 | $44.1 萬 | 0.14% | +3,900 | 新進 |
| Cooper Financial Group | 3,935 | $44.5 萬 | 0.12% | +162+4.3% | 加碼 |
| HBK Investments L P | 3,973 | $44.9 萬 | 0.02% | +3,973 | 新進 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $45.0 萬 | 0.11% | 00.0% | 不變 |