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 |
|---|---|---|---|---|---|
| LVM Capital Management Ltd | 5,425 | $61.3 萬 | 0.09% | −210−3.7% | 減碼 |
| CFO4Life Group, LLC | 5,436 | $61.4 萬 | 0.14% | +5,436 | 新進 |
| Merit Financial Group, LLC | 5,447 | $61.6 萬 | 0.02% | −3,831−41.3% | 減碼 |
| Bank of Stockton | 5,467 | $61.8 萬 | 0.22% | −142−2.5% | 減碼 |
| Chesapeake Wealth Management | 5,490 | $62.1 萬 | 0.26% | −1,241−18.4% | 減碼 |
| Evergreen Capital Management LLC | 5,500 | $62.2 萬 | 0.03% | +852+18.3% | 加碼 |
| Bowman & Co S.C. | 5,545 | $62.7 萬 | 0.46% | +2,228+67.2% | 加碼 |
| Independent Advisor Alliance | 5,601 | $63.3 萬 | 0.03% | +5,601 | 新進 |
| Shepherd Financial Partners LLC | 5,619 | $63.5 萬 | 0.11% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 5,619 | $63.5 萬 | 0.07% | −8−0.1% | 減碼 |
| Copperwynd Financial, LLC | 5,621 | $63.5 萬 | 0.32% | −14−0.2% | 減碼 |
| Eqis Capital Management, Inc. | 5,635 | $63.7 萬 | 0.07% | +772+15.9% | 加碼 |
| NBT Bank N A | 5,673 | $64.1 萬 | 0.09% | +180+3.3% | 加碼 |
| Abacus Wealth Partners, LLC | 5,336 | $64.2 萬 | 0.21% | −1,992−27.2% | 減碼 |
| HighVista Strategies LLC | 5,682 | $64.2 萬 | 0.52% | −80,244−93.4% | 減碼 |
| Voya Financial Advisors, Inc. | 5,731 | $64.8 萬 | 0.08% | −1,320−18.7% | 減碼 |
| Atlas Capital Advisors LLC | 5,763 | $65.1 萬 | 0.10% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 5,766 | $65.2 萬 | 0.04% | +865+17.6% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,774 | $65.3 萬 | 0.32% | −908−13.6% | 減碼 |
| Integral Investment Advisors, Inc. | 5,828 | $65.9 萬 | 0.47% | −340−5.5% | 減碼 |
| Parsons Capital Management Inc | 5,872 | $66.4 萬 | 0.05% | −55−0.9% | 減碼 |
| Savant Capital, LLC | 5,872 | $66.4 萬 | 0.01% | +430+7.9% | 加碼 |
| Ballentine Partners, LLC | 5,875 | $66.4 萬 | 0.02% | +576+10.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 5,885 | $66.5 萬 | 0.01% | +178+3.1% | 加碼 |
| Capital Asset Advisory Services LLC | 5,886 | $66.5 萬 | 0.05% | +10.0% | 加碼 |
| Mutual Advisors, LLC | 5,891 | $66.6 萬 | 0.03% | −539−8.4% | 減碼 |
| Boston Trust Walden Corp | 5,893 | $66.6 萬 | 0.01% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 5,922 | $66.9 萬 | 0.06% | +85+1.5% | 加碼 |
| Sigma Planning Corp | 5,928 | $67.0 萬 | 0.02% | −13−0.2% | 減碼 |
| Hennessy Advisors Inc | 6,000 | $67.8 萬 | 0.05% | +6,000 | 新進 |
| Qtron Investments LLC | 6,040 | $68.3 萬 | 0.14% | +6,040 | 新進 |
| Whittier Trust Co | 6,049 | $68.4 萬 | 0.01% | 00.0% | 不變 |
| Eukles Asset Management | 6,051 | $68.4 萬 | 0.37% | −43−0.7% | 減碼 |
| Davenport & Co LLC | 6,061 | $68.5 萬 | 0.01% | −6,056−50.0% | 減碼 |
| SkyOak Wealth, LLC | 6,089 | $68.8 萬 | 0.21% | −611−9.1% | 減碼 |
| Keybank National Association | 6,167 | $69.7 萬 | 0.00% | −169−2.7% | 減碼 |
| Integrated Advisors Network LLC | 6,198 | $70.1 萬 | 0.04% | −3,407−35.5% | 減碼 |
| Strategic Investment Advisors | 6,237 | $70.5 萬 | 0.13% | −1,224−16.4% | 減碼 |
| Kingsview Wealth Management, LLC | 6,261 | $70.8 萬 | 0.03% | 00.0% | 不變 |
| Kowal Investment Group, LLC | 6,288 | $71.1 萬 | 0.20% | −1,326−17.4% | 減碼 |
| Exchange Traded Concepts, LLC | 6,300 | $71.2 萬 | 0.02% | +3,212+104.0% | 加碼 |
| Wintrust Investments LLC | 6,349 | $71.8 萬 | 0.09% | 00.0% | 不變 |
| Magnolia Capital Advisors LLC | 6,371 | $72.0 萬 | 0.37% | −20−0.3% | 減碼 |
| Aspire Private Capital, LLC | 6,387 | $72.2 萬 | 0.24% | +232+3.8% | 加碼 |
| CoreFirst Bank & Trust | 6,400 | $72.3 萬 | 0.53% | 00.0% | 不變 |
| Machina Capital S.A.S. | 6,418 | $72.5 萬 | 0.64% | +3,056+90.9% | 加碼 |
| David Loasby | 6,454 | $72.9 萬 | 0.08% | +4,168+182.3% | 加碼 |
| Central Bank & Trust Co | 6,468 | $73.1 萬 | 0.13% | +45+0.7% | 加碼 |
| Principal Street Partners, LLC | 6,476 | $73.2 萬 | 0.18% | −1,266−16.4% | 減碼 |
| First Washington CORP | 6,500 | $73.5 萬 | 0.36% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 6,536 | $73.9 萬 | 0.18% | −1,934−22.8% | 減碼 |
| Townsend Asset Management Corp | 6,645 | $75.1 萬 | 0.39% | −100−1.5% | 減碼 |
| Certified Advisory Corp | 6,664 | $75.3 萬 | 0.13% | +18+0.3% | 加碼 |
| Fox Run Management, L.L.C. | 6,709 | $75.8 萬 | 0.25% | +6,709 | 新進 |
| Miracle Mile Advisors, LLC | 6,729 | $76.1 萬 | 0.02% | −24−0.4% | 減碼 |
| Boston Common Asset Management, LLC | 6,745 | $76.2 萬 | 0.02% | −119−1.7% | 減碼 |
| Schonfeld Strategic Advisors LLC | 6,764 | $76.5 萬 | 0.01% | −278,610−97.6% | 減碼 |
| E Fund Management Co., Ltd. | 6,778 | $76.6 萬 | 0.06% | −5,611−45.3% | 減碼 |
| Wesbanco Bank Inc | 6,790 | $76.7 萬 | 0.03% | −318−4.5% | 減碼 |
| Schechter Investment Advisors, LLC | 6,795 | $76.8 萬 | 0.07% | +58+0.9% | 加碼 |
| Meridian Wealth Management, LLC | 6,797 | $76.8 萬 | 0.07% | −69−1.0% | 減碼 |
| Wright Investors Service Inc | 6,818 | $77.1 萬 | 0.22% | +39+0.6% | 加碼 |
| Aureus Asset Management, LLC | 6,830 | $77.2 萬 | 0.06% | 00.0% | 不變 |
| Sheets Smith Wealth Management | 6,836 | $77.3 萬 | 0.12% | 00.0% | 不變 |
| STF Management LP | 6,875 | $77.7 萬 | 0.52% | +2,639+62.3% | 加碼 |
| Clarius Group, LLC | 6,898 | $78.0 萬 | 0.07% | +335+5.1% | 加碼 |
| Nicolet Bankshares Inc | 6,914 | $78.1 萬 | 0.25% | −25−0.4% | 減碼 |
| Retireful, LLC | 6,917 | $78.2 萬 | 0.25% | +6,917 | 新進 |
| Sand Hill Global Advisors, LLC | 6,986 | $79.0 萬 | 0.04% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 6,995 | $79.1 萬 | 0.15% | −7−0.1% | 減碼 |
| Dryden Capital, LLC | 7,000 | $79.1 萬 | 1.04% | 00.0% | 不變 |
| Channel Wealth LLC | 7,004 | $79.2 萬 | 0.51% | +7,004 | 新進 |
| Meritage Portfolio Management | 7,099 | $80.2 萬 | 0.06% | 00.0% | 不變 |
| DoubleLine ETF Adviser LP | 7,111 | $80.4 萬 | 0.34% | +3,128+78.5% | 加碼 |
| VeraBank, N.A. | 7,130 | $80.6 萬 | 0.38% | −129−1.8% | 減碼 |
| Cadinha & Co LLC | 7,133 | $80.6 萬 | 0.22% | −217,449−96.8% | 減碼 |
| Stratos Wealth Partners, LTD. | 7,221 | $81.6 萬 | 0.02% | −239−3.2% | 減碼 |
| City Holding Co | 7,228 | $81.7 萬 | 0.15% | +355+5.2% | 加碼 |
| Cigna Investments Inc | 7,262 | $82.0 萬 | 0.16% | −128−1.7% | 減碼 |
| Sciencast Management LP | 6,917 | $82.3 萬 | 1.09% | +6,917 | 新進 |
| FDx Advisors, Inc. | 8,183 | $82.7 萬 | 0.04% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 7,323 | $82.8 萬 | 0.21% | −48−0.7% | 減碼 |
| Trust Asset Management LLC | 7,400 | $83.6 萬 | 0.09% | +749+11.3% | 加碼 |
| Johnson Investment Counsel Inc | 7,428 | $84.0 萬 | 0.01% | −471−6.0% | 減碼 |
| Graham Capital Management, L.P. | 7,439 | $84.1 萬 | 0.03% | −11,668−61.1% | 減碼 |
| South Dakota Investment Council | 7,439 | $84.1 萬 | 0.02% | −8,200−52.4% | 減碼 |
| Legacy Trust | 7,488 | $84.6 萬 | 0.25% | +1,136+17.9% | 加碼 |
| Financial Insights, Inc. | 7,501 | $84.8 萬 | 0.35% | −356−4.5% | 減碼 |
| SRS Capital Advisors, Inc. | 7,518 | $85.0 萬 | 0.11% | +56+0.8% | 加碼 |
| Landaas & Co | 7,548 | $85.3 萬 | 0.42% | 00.0% | 不變 |
| Wahed Invest LLC | 7,552 | $85.4 萬 | 0.37% | +53+0.7% | 加碼 |
| Venturi Wealth Management, LLC | 7,572 | $85.6 萬 | 0.07% | −406−5.1% | 減碼 |
| Thrive Wealth Management, LLC | 7,573 | $85.6 萬 | 0.22% | +1,052+16.1% | 加碼 |
| Stevard, LLC | 7,600 | $85.9 萬 | 0.81% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 7,650 | $86.5 萬 | 0.04% | −6,574−46.2% | 減碼 |
| Freestone Capital Holdings, LLC | 7,677 | $86.8 萬 | 0.04% | −994−11.5% | 減碼 |
| Spinnaker Trust | 7,682 | $86.8 萬 | 0.07% | −34−0.4% | 減碼 |
| First National Advisers, LLC | 7,689 | $86.9 萬 | 0.99% | +342+4.7% | 加碼 |
| Fund Management at Engine No. 1 LLC | 7,702 | $87.1 萬 | 0.18% | +712+10.2% | 加碼 |
| Riverwater Partners LLC | 7,788 | $88.0 萬 | 0.81% | −769−9.0% | 減碼 |