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 |
|---|---|---|---|---|---|
| AtonRa Partners | 4,316 | $48.8 萬 | 0.71% | −1,104−20.4% | 減碼 |
| Belpointe Asset Management LLC | 4,311 | $48.7 萬 | 0.03% | −55−1.3% | 減碼 |
| Citizens National Bank Trust Department | 4,300 | $48.6 萬 | 0.13% | 00.0% | 不變 |
| Opal Wealth Advisors, LLC | 4,295 | $48.5 萬 | 0.28% | +250+6.2% | 加碼 |
| Andesa Financial Management Inc. | 6,123 | $48.5 萬 | 0.25% | +3,040+98.6% | 加碼 |
| First National Bank & Trust Co of Newtown | 4,280 | $48.4 萬 | 0.11% | 00.0% | 不變 |
| Ellevest, Inc. | 4,277 | $48.3 萬 | 0.04% | +410+10.6% | 加碼 |
| ERn Financial, LLC | 4,245 | $48.0 萬 | 0.11% | −100−2.3% | 減碼 |
| 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 |
| Patriot Financial Group Insurance Agency, LLC | 4,229 | $47.8 萬 | 0.10% | +789+22.9% | 加碼 |
| Boston Family Office LLC | 4,225 | $47.8 萬 | 0.04% | −225−5.1% | 減碼 |
| Sentry Investment Management LLC | 4,206 | $47.5 萬 | 0.20% | −47−1.1% | 減碼 |
| Wunderlich Capital Managemnt | 4,198 | $47.4 萬 | 0.25% | +1,127+36.7% | 加碼 |
| Ironsides Asset Advisors, LLC | 4,185 | $47.3 萬 | 0.22% | 00.0% | 不變 |
| Smith, Moore & Co. | 4,182 | $47.3 萬 | 0.06% | −100−2.3% | 減碼 |
| Fishman Jay A Ltd | 4,180 | $47.2 萬 | 0.06% | 00.0% | 不變 |
| Greenup Street Wealth Management LLC | 4,175 | $47.2 萬 | 0.17% | +4,175 | 新進 |
| Bartlett & Co. LLC | 4,165 | $47.1 萬 | 0.01% | −98−2.3% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 4,165 | $47.1 萬 | 0.01% | −98−2.3% | 減碼 |
| AIA Group Ltd | 4,156 | $47.0 萬 | 0.03% | −797−16.1% | 減碼 |
| Level Four Advisory Services, LLC | 4,127 | $46.6 萬 | 0.03% | +4,127 | 新進 |
| Capstone Investment Advisors, LLC | 4,125 | $46.6 萬 | 0.01% | −19,732−82.7% | 減碼 |
| Citadel Investment Advisory, Inc. | 4,092 | $46.3 萬 | 0.32% | 00.0% | 不變 |
| 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 |
| First Heartland Consultants, Inc. | 4,092 | $46.3 萬 | 0.07% | −270−6.2% | 減碼 |
| Federated Hermes, Inc. | 4,088 | $46.2 萬 | 0.00% | −198−4.6% | 減碼 |
| Lafayette Investments, Inc. | 4,074 | $46.0 萬 | 0.13% | 00.0% | 不變 |
| Continuum Advisory, LLC | 4,059 | $45.9 萬 | 0.08% | −71−1.7% | 減碼 |
| ICICI Prudential Asset Management Co Ltd | 4,022 | $45.5 萬 | 0.07% | +833+26.1% | 加碼 |
| Cresset Asset Management, LLC | 4,018 | $45.4 萬 | 0.01% | −1,182−22.7% | 減碼 |
| 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 |
| Bryn Mawr Trust Co | 4,000 | $45.2 萬 | 0.02% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 3,994 | $45.1 萬 | 0.23% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $45.0 萬 | 0.11% | 00.0% | 不變 |
| HBK Investments L P | 3,973 | $44.9 萬 | 0.02% | +3,973 | 新進 |
| Cooper Financial Group | 3,935 | $44.5 萬 | 0.12% | +162+4.3% | 加碼 |
| Caas Capital Management LP | 3,900 | $44.1 萬 | 0.14% | +3,900 | 新進 |
| Madrona Financial Services, LLC | 3,886 | $43.9 萬 | 0.24% | +26+0.7% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,816 | $43.1 萬 | 0.04% | −5−0.1% | 減碼 |
| Alpha Family Trust | 3,805 | $43.0 萬 | 0.34% | 00.0% | 不變 |
| Santori & Peters | 3,801 | $43.0 萬 | 0.23% | −630−14.2% | 減碼 |
| Heritage Wealth Advisors | 3,800 | $43.0 萬 | 0.02% | 00.0% | 不變 |
| River Street Advisors LLC | 3,772 | $42.6 萬 | 0.42% | +66+1.8% | 加碼 |
| State of Wyoming | 3,728 | $42.1 萬 | 0.14% | +2,951+379.8% | 加碼 |
| Optimum Investment Advisors | 3,700 | $41.8 萬 | 0.22% | +325+9.6% | 加碼 |
| Segall Bryant & Hamill, LLC | 3,693 | $41.7 萬 | 0.00% | −147−3.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 3,683 | $41.6 萬 | 0.05% | −722−16.4% | 減碼 |
| Long Run Wealth Advisors, LLC | 3,667 | $41.4 萬 | 0.14% | 00.0% | 不變 |
| Epic Trust Investment Advisors, LLC | 3,664 | $41.4 萬 | 0.52% | −1,613−30.6% | 減碼 |
| YHB Investment Advisors, Inc. | 3,637 | $41.1 萬 | 0.04% | +143+4.1% | 加碼 |
| Moran Wealth Management, LLC | 3,632 | $41.1 萬 | 0.02% | −832−18.6% | 減碼 |
| Epiq Partners, LLC | 3,586 | $40.5 萬 | 0.28% | +560+18.5% | 加碼 |
| Single Point Partners, LLC | 3,564 | $40.3 萬 | 0.09% | +66+1.9% | 加碼 |
| MMBG Investment Advisors Co. | 3,560 | $40.2 萬 | 0.05% | 00.0% | 不變 |
| Financial Planning & Information Services, Inc. | 3,548 | $40.1 萬 | 0.08% | −89−2.4% | 減碼 |
| Cookson Peirce & Co Inc | 3,543 | $40.0 萬 | 0.03% | +3,543 | 新進 |
| CX Institutional | 3,533 | $39.9 萬 | 0.02% | +368+11.6% | 加碼 |
| Cannell Peter B & Co Inc | 3,523 | $39.8 萬 | 0.01% | 00.0% | 不變 |
| Partners Group Holding AG | 3,487 | $39.4 萬 | 0.03% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 3,480 | $39.3 萬 | 0.04% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 3,476 | $39.3 萬 | 0.02% | −66−1.9% | 減碼 |
| Shorepoint Capital Partners LLC | 3,473 | $39.3 萬 | 0.11% | −7,763−69.1% | 減碼 |
| Centaurus Financial, Inc. | 3,461 | $39.1 萬 | 0.03% | +1,201+53.1% | 加碼 |
| Hoylecohen, LLC | 3,454 | $39.0 萬 | 0.04% | −761−18.1% | 減碼 |
| Empower Advisory Group, LLC | 3,439 | $38.8 萬 | 0.00% | +3,439 | 新進 |
| Exencial Wealth Advisors, LLC | 3,427 | $38.7 萬 | 0.02% | −1,190−25.8% | 減碼 |
| First Citizens Bank & Trust Co | 3,415 | $38.6 萬 | 0.01% | −20,796−85.9% | 減碼 |
| HF Advisory Group, LLC | 3,411 | $38.6 萬 | 0.34% | +40+1.2% | 加碼 |
| TRUE Private Wealth Advisors | 3,384 | $38.3 萬 | 0.06% | −38−1.1% | 減碼 |
| Parallel Advisors, LLC | 3,373 | $38.1 萬 | 0.01% | +490+17.0% | 加碼 |
| Grandfield & Dodd, LLC | 3,360 | $38.0 萬 | 0.03% | 00.0% | 不變 |
| Roundview Capital LLC | 3,345 | $37.8 萬 | 0.04% | +1,020+43.9% | 加碼 |
| 9258 Wealth Management, LLC | 3,336 | $37.7 萬 | 0.08% | +315+10.4% | 加碼 |
| Arden Trust Co | 3,336 | $37.7 萬 | 0.07% | −1,470−30.6% | 減碼 |
| Becker Capital Management Inc | 3,310 | $37.4 萬 | 0.01% | −20−0.6% | 減碼 |
| Soltis Investment Advisors LLC | 3,288 | $37.2 萬 | 0.05% | −22,609−87.3% | 減碼 |
| Stonebridge Capital Advisors LLC | 3,263 | $36.9 萬 | 0.04% | 00.0% | 不變 |
| Matisse Capital | 3,248 | $36.7 萬 | 0.24% | +3,248 | 新進 |
| Confluence Wealth Services, Inc. | 3,236 | $36.6 萬 | 0.09% | +84+2.7% | 加碼 |
| Wambolt & Associates, LLC | 3,210 | $36.2 萬 | 0.13% | −697−17.8% | 減碼 |
| Waycross Partners, LLC | 3,200 | $36.2 萬 | 0.11% | −12,100−79.1% | 減碼 |
| Desjardins Global Asset Management Inc. | 3,190 | $36.1 萬 | 0.05% | +3,190 | 新進 |
| 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 |
| Keystone Financial Services | 3,190 | $36.1 萬 | 0.19% | −22−0.7% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 3,200 | $35.8 萬 | 0.15% | 00.0% | 不變 |
| Forte Capital LLC | 3,163 | $35.8 萬 | 0.05% | −63−2.0% | 減碼 |
| Lumature Wealth Partners, LLC | 3,154 | $35.6 萬 | 0.20% | +3,154 | 新進 |
| Advisors Capital Management, LLC | 3,150 | $35.6 萬 | 0.01% | −104−3.2% | 減碼 |
| Edgestream Partners, L.P. | 3,143 | $35.5 萬 | 0.04% | +3,143 | 新進 |
| Valeo Financial Advisors, LLC | 3,134 | $35.4 萬 | 0.02% | +19+0.6% | 加碼 |
| Dearborn Partners LLC | 3,121 | $35.3 萬 | 0.01% | −525−14.4% | 減碼 |
| Wedmont Private Capital | 3,097 | $35.2 萬 | 0.05% | +943+43.8% | 加碼 |
| Penserra Capital Management LLC | 3,128 | $35.2 萬 | 0.01% | 00.0% | 不變 |
| Pointe Capital Management LLC | 3,110 | $35.2 萬 | 0.26% | 00.0% | 不變 |
| Endurance Wealth Management, Inc. | 3,107 | $35.1 萬 | 0.05% | 00.0% | 不變 |
| Cowa, LLC | 3,095 | $35.0 萬 | 0.29% | 00.0% | 不變 |