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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 2,208 | $25.0 萬 | 0.01% | −321−12.7% | 減碼 |
| Holderness Investments Co | 2,205 | $24.9 萬 | 0.10% | 00.0% | 不變 |
| WealthPLAN Partners, LLC | 2,202 | $24.9 萬 | 0.03% | −374−14.5% | 減碼 |
| Penobscot Investment Management Company, Inc. | 2,200 | $24.9 萬 | 0.04% | 00.0% | 不變 |
| Appleton Partners Inc | 2,191 | $24.8 萬 | 0.02% | −256−10.5% | 減碼 |
| Girard Partners Ltd. | 2,184 | $24.7 萬 | 0.03% | −718−24.7% | 減碼 |
| Sage Mountain Advisors LLC | 2,183 | $24.7 萬 | 0.04% | +2,183 | 新進 |
| Osterweis Capital Management Inc | 2,160 | $24.4 萬 | 0.02% | 00.0% | 不變 |
| LCNB Corp | 2,130 | $24.1 萬 | 0.11% | −50−2.3% | 減碼 |
| Foster & Motley Inc | 2,111 | $23.9 萬 | 0.02% | +2,111 | 新進 |
| Canandaigua National Bank & Trust Co | 2,106 | $23.8 萬 | 0.04% | +2,106 | 新進 |
| Uncommon Cents Investing LLC | 2,100 | $23.7 萬 | 0.09% | 00.0% | 不變 |
| Allstate Corp | 2,075 | $23.5 萬 | 0.02% | −26,788−92.8% | 減碼 |
| LVZ Advisors, Inc. | 2,066 | $23.4 萬 | 0.03% | +65+3.2% | 加碼 |
| De Burlo Group Inc | 2,063 | $23.3 萬 | 0.05% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 1,914 | $23.2 萬 | 0.31% | −7−0.4% | 減碼 |
| 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 |
| Parkside Financial Bank & Trust | 2,054 | $23.2 萬 | 0.06% | +221+12.1% | 加碼 |
| BSW Wealth Partners | 2,045 | $23.1 萬 | 0.05% | +2,045 | 新進 |
| Biltmore Family Office, LLC | 2,042 | $23.1 萬 | 0.05% | −10.0% | 減碼 |
| Summit X, LLC | 2,026 | $22.9 萬 | 0.06% | +2,026 | 新進 |
| Trust Co of Toledo NA | 2,023 | $22.9 萬 | 0.04% | +2,023 | 新進 |
| Baron Wealth Management LLC | 2,020 | $22.8 萬 | 0.16% | −798−28.3% | 減碼 |
| Financial Management Professionals, Inc. | 2,014 | $22.8 萬 | 0.04% | −55−2.7% | 減碼 |
| Cable Hill Partners, LLC | 2,010 | $22.7 萬 | 0.04% | +2,010 | 新進 |
| Keudell/Morrison Wealth Management | 2,006 | $22.7 萬 | 0.07% | +19+1.0% | 加碼 |
| Western Wealth Management, LLC | 2,002 | $22.6 萬 | 0.02% | 00.0% | 不變 |
| Castleark Management LLC | 2,000 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| Goldstein Advisors, LLC | 1,995 | $22.5 萬 | 0.05% | −22−1.1% | 減碼 |
| Pinnacle Bancorp, Inc. | 1,993 | $22.5 萬 | 0.08% | −556−21.8% | 減碼 |
| Old Mission Capital LLC | 1,986 | $22.4 萬 | 0.01% | +1,986 | 新進 |
| Enterprise Financial Services Corp | 1,959 | $22.1 萬 | 0.14% | −38−1.9% | 減碼 |
| Claro Advisors LLC | 1,948 | $22.0 萬 | 0.06% | −37−1.9% | 減碼 |
| Wealth Management Associates, Inc. | 1,938 | $21.9 萬 | 0.14% | +1,938 | 新進 |
| Front Barnett Associates LLC | 1,940 | $21.9 萬 | 0.03% | +1,940 | 新進 |
| Comerica Securities,inc. | 1,925 | $21.8 萬 | 0.02% | +100+5.5% | 加碼 |
| Hengehold Capital Management LLC | 1,923 | $21.7 萬 | 0.03% | +1,923 | 新進 |
| Sargent Investment Group, LLC | 1,920 | $21.7 萬 | 0.06% | +1,920 | 新進 |
| Boit C F David | 1,850 | $21.7 萬 | 0.15% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 1,911 | $21.6 萬 | 0.02% | +1,911 | 新進 |
| Curated Wealth Partners LLC | 1,910 | $21.6 萬 | 0.05% | +1,910 | 新進 |
| CKW Financial Group | 1,900 | $21.5 萬 | 0.04% | 00.0% | 不變 |
| Hourglass Capital, LLC | 1,900 | $21.5 萬 | 0.08% | +1,900 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,891 | $21.4 萬 | 0.03% | +1,891 | 新進 |
| Ronald Blue Trust, Inc. | 2,105 | $21.3 萬 | 0.00% | +191+10.0% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 1,875 | $21.2 萬 | 0.01% | −7,690−80.4% | 減碼 |
| Clearwater Capital Advisors, LLC | 1,870 | $21.1 萬 | 0.03% | −900−32.5% | 減碼 |
| Courier Capital LLC | 1,863 | $21.1 萬 | 0.02% | −260−12.2% | 減碼 |
| Proficio Capital Partners LLC | 1,856 | $21.0 萬 | 0.03% | −209−10.1% | 減碼 |
| BOK Financial Private Wealth, Inc. | 1,850 | $20.9 萬 | 0.02% | 00.0% | 不變 |
| Excalibur Management Corp | 1,844 | $20.8 萬 | 0.11% | +1,844 | 新進 |
| Jackson Creek Investment Advisors LLC | 1,837 | $20.8 萬 | 0.09% | +1,837 | 新進 |
| Lodestar Private Asset Management LLC | 1,830 | $20.7 萬 | 0.04% | +1,830 | 新進 |
| KFG Wealth Management, LLC | 1,781 | $20.6 萬 | 0.14% | +1,781 | 新進 |
| Catalyst Financial Partners LLC | 1,822 | $20.6 萬 | 0.09% | +1,822 | 新進 |
| Legacy Financial Advisors, Inc. | 1,815 | $20.5 萬 | 0.04% | +1,815 | 新進 |
| Corrigan Financial, Inc. | 1,809 | $20.4 萬 | 0.07% | −180−9.0% | 減碼 |
| Washington Trust Advisors, Inc. | 1,803 | $20.4 萬 | 0.02% | −21−1.2% | 減碼 |
| Davy Global Fund Management Ltd | 1,796 | $20.3 萬 | 0.04% | +1,796 | 新進 |
| Virtue Capital Management, LLC | 1,714 | $20.3 萬 | 0.03% | +1,714 | 新進 |
| Berkshire Asset Management LLC | 1,792 | $20.3 萬 | 0.01% | +1,792 | 新進 |
| Change Path, LLC | 1,778 | $20.1 萬 | 0.01% | −1,253−41.3% | 減碼 |
| Western Pacific Wealth Management, LP | 1,772 | $20.0 萬 | 0.15% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 1,770 | $20.0 萬 | 0.20% | +1,770 | 新進 |
| 25 LLC | 1,604 | $19.2 萬 | 0.12% | +1,604 | 新進 |
| TD Private Client Wealth LLC | 1,669 | $18.9 萬 | 0.01% | −108−6.1% | 減碼 |
| Park Place Capital Corp | 1,661 | $18.8 萬 | 0.05% | 00.0% | 不變 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 1,650 | $18.6 萬 | 0.19% | +1,650 | 新進 |
| Concord Wealth Partners | 1,623 | $18.3 萬 | 0.05% | −172−9.6% | 減碼 |
| Alta Advisers Ltd | 1,600 | $18.1 萬 | 0.11% | 00.0% | 不變 |
| Sandy Spring Bank | 1,592 | $18.0 萬 | 0.01% | 00.0% | 不變 |
| Sutton Wealth Advisors Inc. | 1,547 | $17.5 萬 | 0.09% | −22−1.4% | 減碼 |
| Bellevue Asset Management, LLC | 1,540 | $17.4 萬 | 0.12% | 00.0% | 不變 |
| Proequities, Inc. | 1,531 | $17.3 萬 | 0.01% | −32−2.0% | 減碼 |
| Trust Co of Vermont | 1,512 | $17.1 萬 | 0.01% | −59−3.8% | 減碼 |
| City State Bank | 1,495 | $16.9 萬 | 0.10% | 00.0% | 不變 |
| Private Trust Co NA | 1,400 | $15.8 萬 | 0.02% | +377+36.9% | 加碼 |
| Natixis Investment Managers International | 1,325 | $15.0 萬 | 0.01% | −1,366−50.8% | 減碼 |
| Advisors Asset Management, Inc. | 1,280 | $14.5 萬 | 0.00% | +530+70.7% | 加碼 |
| ICA Group Wealth Management, LLC | 1,272 | $14.4 萬 | 0.03% | −645−33.6% | 減碼 |
| Crewe Advisors LLC | 1,257 | $14.2 萬 | 0.02% | +460+57.7% | 加碼 |
| Quent Capital, LLC | 1,232 | $13.9 萬 | 0.02% | −36−2.8% | 減碼 |
| Baystate Wealth Management LLC | 1,179 | $13.3 萬 | 0.01% | 00.0% | 不變 |
| Glassman Wealth Services | 1,155 | $13.1 萬 | 0.02% | −641−35.7% | 減碼 |
| Resources Management Corp | 1,275 | $13.0 萬 | 0.03% | −47,660−97.4% | 減碼 |
| JNBA Financial Advisors | 1,114 | $12.6 萬 | 0.02% | 00.0% | 不變 |
| Atwood & Palmer Inc | 1,000 | $11.3 萬 | 0.01% | 00.0% | 不變 |
| Compagnie Lombard Odier SCmA | 1,000 | $11.3 萬 | 0.00% | 00.0% | 不變 |
| First PREMIER Bank | 1,000 | $11.3 萬 | 0.03% | 00.0% | 不變 |
| Riverview Trust Co | 980 | $11.1 萬 | 0.10% | −30−3.0% | 減碼 |
| WFA Asset Management Corp | 959 | $10.8 萬 | 0.07% | 00.0% | 不變 |
| Operose Advisors LLC | 950 | $10.7 萬 | 0.05% | −550−36.7% | 減碼 |
| Sugarloaf Wealth Management, LLC | 915 | $10.3 萬 | 0.03% | +915 | 新進 |
| Milestone Investment Advisors LLC | 872 | $9.86 萬 | 0.03% | +872 | 新進 |
| Tanglewood Legacy Advisors, LLC | 872 | $9.86 萬 | 0.06% | 00.0% | 不變 |
| Systematic Alpha Investments, LLC | 844 | $9.54 萬 | 0.01% | +844 | 新進 |
| Mendota Financial Group, LLC | 939 | $9.52 萬 | 0.10% | 00.0% | 不變 |
| Covestor Ltd | 828 | $9.40 萬 | 0.08% | +111+15.5% | 加碼 |
| Evermay Wealth Management LLC | 800 | $9.04 萬 | 0.02% | 00.0% | 不變 |