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 |
|---|---|---|---|---|---|
| Argonautica Private Wealth Management, Inc | 3,994 | $45.1 萬 | 0.23% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 4,000 | $45.2 萬 | 0.02% | 00.0% | 不變 |
| Vista Capital Partners, Inc. | 4,000 | $45.2 萬 | 0.07% | 00.0% | 不變 |
| RBF Capital, LLC | 4,000 | $45.2 萬 | 0.03% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 4,018 | $45.4 萬 | 0.01% | −1,182−22.7% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 4,022 | $45.5 萬 | 0.07% | +833+26.1% | 加碼 |
| Continuum Advisory, LLC | 4,059 | $45.9 萬 | 0.08% | −71−1.7% | 減碼 |
| Lafayette Investments, Inc. | 4,074 | $46.0 萬 | 0.13% | 00.0% | 不變 |
| Federated Hermes, Inc. | 4,088 | $46.2 萬 | 0.00% | −198−4.6% | 減碼 |
| First Heartland Consultants, Inc. | 4,092 | $46.3 萬 | 0.07% | −270−6.2% | 減碼 |
| Intellectus Partners, LLC | 4,095 | $46.3 萬 | 0.15% | 00.0% | 不變 |
| Stephenson National Bank & Trust | 4,095 | $46.3 萬 | 0.29% | +117+2.9% | 加碼 |
| Citadel Investment Advisory, Inc. | 4,092 | $46.3 萬 | 0.32% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 4,125 | $46.6 萬 | 0.01% | −19,732−82.7% | 減碼 |
| Level Four Advisory Services, LLC | 4,127 | $46.6 萬 | 0.03% | +4,127 | 新進 |
| AIA Group Ltd | 4,156 | $47.0 萬 | 0.03% | −797−16.1% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4,165 | $47.1 萬 | 0.01% | −98−2.3% | 減碼 |
| Bartlett & Co. LLC | 4,165 | $47.1 萬 | 0.01% | −98−2.3% | 減碼 |
| Greenup Street Wealth Management LLC | 4,175 | $47.2 萬 | 0.17% | +4,175 | 新進 |
| Fishman Jay A Ltd | 4,180 | $47.2 萬 | 0.06% | 00.0% | 不變 |
| Smith, Moore & Co. | 4,182 | $47.3 萬 | 0.06% | −100−2.3% | 減碼 |
| Ironsides Asset Advisors, LLC | 4,185 | $47.3 萬 | 0.22% | 00.0% | 不變 |
| Wunderlich Capital Managemnt | 4,198 | $47.4 萬 | 0.25% | +1,127+36.7% | 加碼 |
| Sentry Investment Management LLC | 4,206 | $47.5 萬 | 0.20% | −47−1.1% | 減碼 |
| Boston Family Office LLC | 4,225 | $47.8 萬 | 0.04% | −225−5.1% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,229 | $47.8 萬 | 0.10% | +789+22.9% | 加碼 |
| Avantax Planning Partners, Inc. | 4,242 | $47.9 萬 | 0.02% | −755−15.1% | 減碼 |
| Legacy Wealth Management, LLC | 4,242 | $47.9 萬 | 0.26% | 00.0% | 不變 |
| ERn Financial, LLC | 4,245 | $48.0 萬 | 0.11% | −100−2.3% | 減碼 |
| Ellevest, Inc. | 4,277 | $48.3 萬 | 0.04% | +410+10.6% | 加碼 |
| First National Bank & Trust Co of Newtown | 4,280 | $48.4 萬 | 0.11% | 00.0% | 不變 |
| Andesa Financial Management Inc. | 6,123 | $48.5 萬 | 0.25% | +3,040+98.6% | 加碼 |
| Opal Wealth Advisors, LLC | 4,295 | $48.5 萬 | 0.28% | +250+6.2% | 加碼 |
| Citizens National Bank Trust Department | 4,300 | $48.6 萬 | 0.13% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 4,311 | $48.7 萬 | 0.03% | −55−1.3% | 減碼 |
| AtonRa Partners | 4,316 | $48.8 萬 | 0.71% | −1,104−20.4% | 減碼 |
| Marshall Wace, LLP | 4,333 | $49.0 萬 | 0.00% | −37,803−89.7% | 減碼 |
| Court Place Advisors, LLC | 4,368 | $49.4 萬 | 0.18% | 00.0% | 不變 |
| Herr Investment Group LLC | 4,376 | $49.5 萬 | 0.12% | 00.0% | 不變 |
| Sheaff Brock Investment Advisors, LLC | 4,383 | $49.5 萬 | 0.05% | 00.0% | 不變 |
| Cape Investment Advisory, Inc. | 4,387 | $49.6 萬 | 0.30% | +4,387 | 新進 |
| NorthRock Partners, LLC | 4,394 | $49.7 萬 | 0.05% | −672−13.3% | 減碼 |
| Independence Bank of Kentucky | 4,400 | $49.7 萬 | 0.22% | −8,705−66.4% | 減碼 |
| Wellington Management Group LLP | 4,402 | $49.8 萬 | 0.00% | −2,947−40.1% | 減碼 |
| KCS Wealth Advisory | 4,402 | $49.8 萬 | 0.19% | −4−0.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 4,421 | $50.0 萬 | 0.02% | +129+3.0% | 加碼 |
| Penbrook Management LLC | 4,430 | $50.1 萬 | 0.39% | −70−1.6% | 減碼 |
| Old National Bancorp | 4,435 | $50.1 萬 | 0.02% | +607+15.9% | 加碼 |
| Fairfield, Bush & Co. | 4,440 | $50.2 萬 | 0.18% | −1,050−19.1% | 減碼 |
| Tiemann Investment Advisors, LLC | 4,450 | $50.3 萬 | 0.27% | +150+3.5% | 加碼 |
| US Asset Management LLC | 4,447 | $50.3 萬 | 0.51% | 00.0% | 不變 |
| Caldwell Trust Co | 4,483 | $50.7 萬 | 0.07% | −242−5.1% | 減碼 |
| Evergreen Wealth Solutions, LLC | 4,483 | $50.7 萬 | 0.59% | −45−1.0% | 減碼 |
| Condor Capital Management | 4,494 | $50.8 萬 | 0.06% | 00.0% | 不變 |
| Cascade Investment Group, Inc. | 4,498 | $50.8 萬 | 0.50% | −75−1.6% | 減碼 |
| Wallace Advisory Group, LLC | 4,516 | $51.0 萬 | 0.39% | +969+27.3% | 加碼 |
| Ellis Investment Partners, LLC | 4,530 | $51.2 萬 | 0.13% | −350−7.2% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 4,541 | $51.3 萬 | 0.19% | −5,831−56.2% | 減碼 |
| Legacy Wealth Asset Management, LLC | 4,565 | $51.6 萬 | 0.19% | −5−0.1% | 減碼 |
| Checchi Capital Advisers, LLC | 4,581 | $51.8 萬 | 0.05% | +151+3.4% | 加碼 |
| IFP Advisors, Inc | 7,081 | $51.9 萬 | 0.03% | +1,587+28.9% | 加碼 |
| Symmetry Partners, LLC | 4,645 | $52.5 萬 | 0.03% | 00.0% | 不變 |
| Acadian Asset Management LLC | 4,682 | $52.8 萬 | 0.00% | +2,466+111.3% | 加碼 |
| Assetmark, Inc | 4,689 | $53.0 萬 | 0.00% | +29+0.6% | 加碼 |
| 1st Source Bank | 4,715 | $53.3 萬 | 0.04% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 4,716 | $53.3 萬 | 0.02% | −905−16.1% | 減碼 |
| Copperleaf Capital, LLC | 4,726 | $53.4 萬 | 0.53% | −380−7.4% | 減碼 |
| Conning Inc. | 4,771 | $53.9 萬 | 0.02% | −30−0.6% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 4,779 | $54.0 萬 | 0.05% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 4,780 | $54.0 萬 | 0.01% | −172−3.5% | 減碼 |
| Roberts Glore & Co Inc | 4,786 | $54.1 萬 | 0.18% | −150−3.0% | 減碼 |
| Paragon Capital Management Ltd | 4,800 | $54.3 萬 | 0.12% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 4,805 | $54.3 萬 | 0.05% | −70−1.4% | 減碼 |
| Mystic Asset Management, Inc. | 4,836 | $54.7 萬 | 0.30% | −35−0.7% | 減碼 |
| Moneta Group Investment Advisors LLC | 4,844 | $54.8 萬 | 0.01% | +1,019+26.6% | 加碼 |
| Quadrant Capital Group LLC | 4,876 | $55.1 萬 | 0.06% | +548+12.7% | 加碼 |
| Goelzer Investment Management, Inc. | 4,984 | $56.3 萬 | 0.05% | 00.0% | 不變 |
| Outlook Wealth Advisors, LLC | 4,992 | $56.4 萬 | 0.25% | +140+2.9% | 加碼 |
| Principle Wealth Partners LLC | 5,000 | $56.5 萬 | 0.06% | −125−2.4% | 減碼 |
| Vista Investment Management | 5,052 | $57.1 萬 | 0.30% | +164+3.4% | 加碼 |
| Connectus Wealth, LLC | 5,052 | $57.1 萬 | 0.01% | +5,052 | 新進 |
| Sun Life Financial INC | 5,072 | $57.2 萬 | 0.04% | −1,032−16.9% | 減碼 |
| Forbes J M & Co LLP | 5,096 | $57.6 萬 | 0.08% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 5,098 | $57.6 萬 | 0.08% | −60−1.2% | 減碼 |
| Crumly & Associates Inc. | 5,134 | $58.0 萬 | 0.25% | −22−0.4% | 減碼 |
| Forum Financial Management, LP | 5,152 | $58.2 萬 | 0.02% | −86−1.6% | 減碼 |
| Retirement Planning Co of New England, Inc. | 5,155 | $58.3 萬 | 0.35% | −257−4.7% | 減碼 |
| Voloridge Investment Management, LLC | 5,160 | $58.3 萬 | 0.00% | +5,160 | 新進 |
| Stonehage Fleming Financial Services Holdings Ltd | 5,181 | $58.5 萬 | 0.04% | +770+17.5% | 加碼 |
| Bridge Advisory, LLC | 5,200 | $58.8 萬 | 0.23% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 5,208 | $58.9 萬 | 0.08% | +3,749+257.0% | 加碼 |
| Lindbrook Capital, LLC | 5,220 | $59.0 萬 | 0.07% | −4,559−46.6% | 減碼 |
| Harrell Investment Partners, LLC | 5,238 | $59.2 萬 | 0.21% | +2,038+63.7% | 加碼 |
| Optas, LLC | 5,241 | $59.2 萬 | 0.21% | +126+2.5% | 加碼 |
| Delta Financial Group, Inc. | 5,282 | $59.7 萬 | 0.23% | +5+0.1% | 加碼 |
| United Community Bank | 5,291 | $59.8 萬 | 0.57% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 5,347 | $60.4 萬 | 0.02% | +1,429+36.5% | 加碼 |
| First American Trust, FSB | 5,349 | $60.5 萬 | 0.09% | −372−6.5% | 減碼 |
| Waldron Private Wealth LLC | 5,402 | $61.1 萬 | 0.03% | +530+10.9% | 加碼 |
| Summit Trail Advisors, LLC | 5,423 | $61.3 萬 | 0.02% | +580+12.0% | 加碼 |