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 |
|---|---|---|---|---|---|
| Tiaa, FSB | 13,328 | $150.6 萬 | 0.01% | −1,429−9.7% | 減碼 |
| Mill Creek Capital Advisors, LLC | 13,240 | $149.7 萬 | 0.06% | −31−0.2% | 減碼 |
| Provident Trust Co | 13,184 | $149.0 萬 | 0.04% | 00.0% | 不變 |
| Annex Advisory Services, LLC | 13,164 | $148.8 萬 | 0.08% | −1,340−9.2% | 減碼 |
| NFJ Investment Group, LLC | 13,101 | $148.1 萬 | 0.04% | +3,035+30.2% | 加碼 |
| BerganKDV Wealth Management, LLC | 12,832 | $145.0 萬 | 0.15% | +539+4.4% | 加碼 |
| Atria Wealth Solutions, Inc. | 12,736 | $144.0 萬 | 0.02% | −206−1.6% | 減碼 |
| Davidson Capital Management Inc. | 12,732 | $143.9 萬 | 0.87% | +5,315+71.7% | 加碼 |
| Veriti Management LLC | 12,567 | $142.0 萬 | 0.17% | +926+8.0% | 加碼 |
| Scotia Capital Inc. | 12,527 | $141.6 萬 | 0.01% | −4,018−24.3% | 減碼 |
| Fairbanks Capital Management, Inc. | 12,291 | $138.9 萬 | 1.10% | −1,890−13.3% | 減碼 |
| Private Capital Advisors, Inc. | 12,250 | $138.5 萬 | 0.26% | 00.0% | 不變 |
| EP Wealth Advisors, LLC | 1,970 | $138.4 萬 | 0.03% | −6,656−77.2% | 減碼 |
| Manchester Capital Management LLC | 12,156 | $137.4 萬 | 0.18% | 00.0% | 不變 |
| Pitcairn Co | 12,051 | $136.2 萬 | 0.13% | +191+1.6% | 加碼 |
| Sawyer & Company, Inc | 11,952 | $135.9 萬 | 0.73% | −45−0.4% | 減碼 |
| Barbara Oil Co. | 12,000 | $135.6 萬 | 0.65% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 11,865 | $134.1 萬 | 0.07% | +5,544+87.7% | 加碼 |
| Balentine LLC | 11,845 | $133.9 萬 | 0.05% | −321−2.6% | 減碼 |
| Duncker Streett & Co Inc | 11,834 | $133.8 萬 | 0.32% | −240−2.0% | 減碼 |
| Ifrah Financial Services, Inc. | 11,823 | $133.6 萬 | 0.42% | −336−2.8% | 減碼 |
| Poehling Capital Management, LLC | 11,822 | $133.6 萬 | 0.45% | +1,438+13.8% | 加碼 |
| Bray Capital Advisors | 11,668 | $131.9 萬 | 0.39% | +1,234+11.8% | 加碼 |
| Kovack Advisors, Inc. | 11,665 | $131.8 萬 | 0.18% | −305−2.5% | 減碼 |
| Avantax Advisory Services, Inc. | 11,639 | $131.6 萬 | 0.02% | +2,671+29.8% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 11,636 | $131.5 萬 | 0.09% | +979+9.2% | 加碼 |
| Palouse Capital Management, Inc. | 11,551 | $130.6 萬 | 0.88% | −6,677−36.6% | 減碼 |
| CAPROCK Group, Inc. | 11,514 | $130.1 萬 | 0.10% | −2,693−19.0% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 11,488 | $129.8 萬 | 0.42% | −589−4.9% | 減碼 |
| Landscape Capital Management, L.L.C. | 11,379 | $128.6 萬 | 0.18% | +11,379 | 新進 |
| Callahan Advisors, LLC | 11,315 | $127.9 萬 | 0.17% | +100+0.9% | 加碼 |
| Signaturefd, LLC | 11,268 | $127.4 萬 | 0.03% | +298+2.7% | 加碼 |
| Okabena Investment Services Inc | 12,856 | $126.3 萬 | 0.90% | −10,467−44.9% | 減碼 |
| Pinnacle Associates Ltd | 11,150 | $126.0 萬 | 0.03% | +530+5.0% | 加碼 |
| Bamco Inc | 11,000 | $124.3 萬 | 0.00% | +3,800+52.8% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 10,928 | $123.5 萬 | 0.09% | −402−3.5% | 減碼 |
| Smithfield Trust Co | 10,852 | $122.5 萬 | 0.08% | +604+5.9% | 加碼 |
| C2C Wealth Management, LLC | 10,695 | $122.4 萬 | 0.20% | +10,695 | 新進 |
| WCG Wealth Advisors LLC | 10,813 | $122.2 萬 | 0.16% | +265+2.5% | 加碼 |
| Column Capital Advisors, LLC | 10,800 | $122.1 萬 | 0.18% | −192−1.7% | 減碼 |
| Jackson Hole Capital Partners, LLC | 10,851 | $121.6 萬 | 0.32% | −33−0.3% | 減碼 |
| Turtle Creek Asset Management Inc. | 10,700 | $120.9 萬 | 0.04% | +8,000+296.3% | 加碼 |
| Legato Capital Management LLC | 10,689 | $120.8 萬 | 0.22% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10,653 | $120.4 萬 | 0.05% | −292−2.7% | 減碼 |
| Econ Financial Services Corp | 10,652 | $120.4 萬 | 0.91% | +10,652 | 新進 |
| Midwest Professional Planners, LTD. | 10,621 | $120.0 萬 | 0.59% | +529+5.2% | 加碼 |
| Wealthspire Advisors, LLC | 10,596 | $119.8 萬 | 0.02% | −1,486−12.3% | 減碼 |
| First Interstate Bank | 10,589 | $119.7 萬 | 0.09% | −121−1.1% | 減碼 |
| AdvisorNet Financial, Inc | 10,553 | $119.3 萬 | 0.11% | +35+0.3% | 加碼 |
| Cetera Advisors LLC | 10,549 | $119.2 萬 | 0.02% | +907+9.4% | 加碼 |
| Montecito Bank & Trust | 10,444 | $118.0 萬 | 0.28% | −516−4.7% | 減碼 |
| Seelaus Asset Management LLC | 9,980 | $116.9 萬 | 0.88% | −15−0.2% | 減碼 |
| Dean Investment Associates, LLC | 10,329 | $116.7 萬 | 0.19% | −1,890−15.5% | 減碼 |
| Grant/GrossMendelsohn, LLC | 10,285 | $116.2 萬 | 0.66% | 00.0% | 不變 |
| WealthShield Partners, LLC | 10,239 | $115.7 萬 | 0.19% | +1,815+21.5% | 加碼 |
| Ferguson Wellman Capital Management, Inc | 10,186 | $115.1 萬 | 0.03% | +321+3.3% | 加碼 |
| Meeder Advisory Services, Inc. | 10,117 | $114.4 萬 | 0.13% | +421+4.3% | 加碼 |
| Banque Cantonale Vaudoise | 10,113 | $114.3 萬 | 0.06% | 00.0% | 不變 |
| Lionsbridge Wealth Management LLC | 10,098 | $114.1 萬 | 1.05% | −606−5.7% | 減碼 |
| Alps Advisors Inc | 10,092 | $114.1 萬 | 0.01% | −1,154−10.3% | 減碼 |
| Integrated Wealth Concepts LLC | 10,087 | $114.0 萬 | 0.02% | +2,456+32.2% | 加碼 |
| Clearstead Advisors, LLC | 10,075 | $113.9 萬 | 0.08% | −103−1.0% | 減碼 |
| Koshinski Asset Management, Inc. | 10,065 | $113.8 萬 | 0.11% | +861+9.4% | 加碼 |
| Yarbrough Capital, LLC | 10,056 | $113.7 萬 | 0.09% | +6,461+179.7% | 加碼 |
| Inceptionr LLC | 10,027 | $113.3 萬 | 0.36% | +10,027 | 新進 |
| Colony Group LLC | 10,018 | $113.2 萬 | 0.02% | −165−1.6% | 減碼 |
| Van Leeuwen & Company, LLC | 9,992 | $112.9 萬 | 0.76% | +9,992 | 新進 |
| Pflug Koory, LLC | 9,965 | $112.6 萬 | 0.61% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 9,909 | $112.0 萬 | 0.21% | −350−3.4% | 減碼 |
| Horizon Investments, LLC | 9,871 | $111.6 萬 | 0.03% | −7,652−43.7% | 減碼 |
| Fosun International Ltd | 9,863 | $111.5 萬 | 0.10% | −69,050−87.5% | 減碼 |
| Focus Financial Network, Inc. | 9,825 | $111.1 萬 | 0.07% | −8−0.1% | 減碼 |
| Brown Brothers Harriman & Co | 9,802 | $110.8 萬 | 0.01% | −4,302−30.5% | 減碼 |
| Lederer & Associates Investment Counsel | 9,621 | $108.7 萬 | 0.84% | −31−0.3% | 減碼 |
| Global Retirement Partners, LLC | 9,099 | $108.6 萬 | 0.06% | +1,539+20.4% | 加碼 |
| Brookstone Capital Management | 9,161 | $107.3 萬 | 0.02% | +68+0.7% | 加碼 |
| Lester Murray Antman dba SimplyRich | 9,450 | $106.8 萬 | 0.40% | 00.0% | 不變 |
| First National Bank of Mount Dora, Trust Investment Services | 9,408 | $106.3 萬 | 0.32% | −5,910−38.6% | 減碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 9,325 | $105.4 萬 | 0.60% | +435+4.9% | 加碼 |
| Sawtooth Solutions, LLC | 9,314 | $105.3 萬 | 0.03% | +4,823+107.4% | 加碼 |
| Coronation Fund Managers Ltd. | 9,310 | $105.2 萬 | 0.03% | −958−9.3% | 減碼 |
| Bleakley Financial Group, LLC | 9,307 | $105.2 萬 | 0.04% | +281+3.1% | 加碼 |
| Tectonic Advisors LLC | 9,301 | $105.1 萬 | 0.14% | +1,072+13.0% | 加碼 |
| Fortis Capital Management LLC | 9,286 | $105.0 萬 | 0.43% | +1,438+18.3% | 加碼 |
| VisionPoint Advisory Group, LLC | 8,887 | $104.7 萬 | 0.46% | +5,344+150.8% | 加碼 |
| Aurora Investment Counsel | 9,248 | $104.5 萬 | 0.68% | +99+1.1% | 加碼 |
| Addison Advisors LLC | 9,201 | $104.0 萬 | 0.58% | −11−0.1% | 減碼 |
| Ostrum Asset Management | 9,121 | $103.1 萬 | 0.09% | +9,121 | 新進 |
| Brown Capital Management LLC | 9,086 | $102.7 萬 | 0.02% | −89−1.0% | 減碼 |
| Gotham Asset Management, LLC | 9,056 | $102.4 萬 | 0.02% | +6,595+268.0% | 加碼 |
| Harbour Investments, Inc. | 8,952 | $101.2 萬 | 0.06% | +317+3.7% | 加碼 |
| Sompo Asset Management Co., Ltd. | 8,870 | $100.3 萬 | 0.21% | +230+2.7% | 加碼 |
| Veracity Capital LLC | 8,841 | $99.9 萬 | 0.46% | +327+3.8% | 加碼 |
| Boston Private Wealth LLC | 8,824 | $99.7 萬 | 0.01% | −756−7.9% | 減碼 |
| Kendall Capital Management | 8,820 | $99.7 萬 | 0.48% | −170−1.9% | 減碼 |
| Gould Capital, LLC | 8,796 | $99.4 萬 | 0.77% | −1,560−15.1% | 減碼 |
| Wayfinding Financial, LLC | 8,792 | $99.3 萬 | 0.75% | +449+5.4% | 加碼 |
| Darwin Advisors, LLC | 8,476 | $99.3 萬 | 0.27% | +8,476 | 新進 |
| Key Financial Inc | 8,737 | $98.8 萬 | 0.36% | −169−1.9% | 減碼 |
| Lebenthal Global Advisors, LLC | 8,722 | $98.6 萬 | 0.30% | −319−3.5% | 減碼 |