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 2 季 13F 持有人
Fiserv Inc 在 2023/6/30 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
- 1,476
- 較 2023 年第 1 季 +50 家
- 持有股數
- 5.54 億
- 較 2023 年第 1 季 −846.6 萬 (−1.5%)
- 總市值
- $698.7 億
- 較 2023 年第 1 季 +$65.6 億 (+10.4%)
- 新進機構
- 139
- 另有 510 家加碼
- 清倉機構
- 89
- 另有 596 家減碼
另有 10 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 1,774 | $22.4 萬 | 0.05% | +151+9.3% | 加碼 |
| Trust Co of Vermont | 1,775 | $22.4 萬 | 0.01% | +263+17.4% | 加碼 |
| Angeles Wealth Management, LLC | 1,783 | $22.5 萬 | 0.03% | +1,783 | 新進 |
| Davy Global Fund Management Ltd | 1,788 | $22.6 萬 | 0.04% | −8−0.4% | 減碼 |
| Security National Bank of Sioux City Iowa | 1,792 | $22.6 萬 | 0.17% | +1,792 | 新進 |
| Cable Hill Partners, LLC | 1,794 | $22.6 萬 | 0.03% | −216−10.7% | 減碼 |
| Corrigan Financial, Inc. | 1,809 | $22.8 萬 | 0.07% | 00.0% | 不變 |
| Lodestar Private Asset Management LLC | 1,830 | $23.1 萬 | 0.04% | 00.0% | 不變 |
| Appleton Partners Inc | 1,831 | $23.1 萬 | 0.02% | −360−16.4% | 減碼 |
| Edge Capital Group, LLC | 1,836 | $23.2 萬 | 0.01% | −724−28.3% | 減碼 |
| Petrus Trust Company, LTA | 1,839 | $23.2 萬 | 0.03% | +1,839 | 新進 |
| Excalibur Management Corp | 1,844 | $23.3 萬 | 0.12% | 00.0% | 不變 |
| Jackson Creek Investment Advisors LLC | 1,847 | $23.3 萬 | 0.09% | +10+0.5% | 加碼 |
| BOK Financial Private Wealth, Inc. | 1,850 | $23.3 萬 | 0.02% | 00.0% | 不變 |
| Boit C F David | 1,850 | $23.4 萬 | 0.16% | 00.0% | 不變 |
| Courier Capital LLC | 1,863 | $23.5 萬 | 0.02% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 1,873 | $23.6 萬 | 0.02% | +1,873 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,899 | $24.0 萬 | 0.03% | +8+0.4% | 加碼 |
| CKW Financial Group | 1,900 | $24.0 萬 | 0.04% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 1,905 | $24.0 萬 | 0.07% | +1,905 | 新進 |
| Hengehold Capital Management LLC | 1,908 | $24.1 萬 | 0.03% | −15−0.8% | 減碼 |
| Curated Wealth Partners LLC | 1,910 | $24.1 萬 | 0.05% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 1,910 | $24.1 萬 | 0.01% | +35+1.9% | 加碼 |
| Ropes Wealth Advisors LLC | 1,912 | $24.1 萬 | 0.04% | +1,912 | 新進 |
| Unique Wealth, LLC | 1,924 | $24.3 萬 | 0.11% | +1,924 | 新進 |
| Girard Partners Ltd. | 1,926 | $24.3 萬 | 0.03% | −258−11.8% | 減碼 |
| LCNB Corp | 1,930 | $24.3 萬 | 0.10% | −200−9.4% | 減碼 |
| Wealth Management Associates, Inc. | 1,938 | $24.4 萬 | 0.14% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 1,939 | $24.5 萬 | 0.16% | −20−1.0% | 減碼 |
| Legacy Financial Advisors, Inc. | 1,941 | $24.5 萬 | 0.05% | +126+6.9% | 加碼 |
| West Family Investments, Inc. | 1,944 | $24.5 萬 | 0.10% | +1,944 | 新進 |
| Proficio Capital Partners LLC | 1,950 | $24.6 萬 | 0.03% | +94+5.1% | 加碼 |
| Western Wealth Management, LLC | 1,952 | $24.6 萬 | 0.02% | −50−2.5% | 減碼 |
| Sargent Investment Group, LLC | 1,955 | $24.7 萬 | 0.06% | +35+1.8% | 加碼 |
| Cambiar Investors LLC | 1,959 | $24.7 萬 | 0.01% | −308,432−99.4% | 減碼 |
| Claro Advisors LLC | 1,965 | $24.8 萬 | 0.06% | +17+0.9% | 加碼 |
| Goldstein Advisors, LLC | 1,966 | $24.8 萬 | 0.05% | −29−1.5% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 1,989 | $25.1 萬 | 0.00% | +1,989 | 新進 |
| Osterweis Capital Management Inc | 1,990 | $25.1 萬 | 0.02% | −170−7.9% | 減碼 |
| LVZ Advisors, Inc. | 2,000 | $25.2 萬 | 0.04% | −66−3.2% | 減碼 |
| Biltmore Family Office, LLC | 2,000 | $25.2 萬 | 0.05% | −42−2.1% | 減碼 |
| Castleark Management LLC | 2,000 | $25.2 萬 | 0.01% | 00.0% | 不變 |
| BSW Wealth Partners | 2,002 | $25.3 萬 | 0.05% | −43−2.1% | 減碼 |
| Arete Wealth Advisors, LLC | 2,021 | $25.5 萬 | 0.02% | −1,009−33.3% | 減碼 |
| Trust Co of Toledo NA | 2,023 | $25.5 萬 | 0.04% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 2,024 | $25.5 萬 | 0.07% | −19,570−90.6% | 減碼 |
| Financial Management Professionals, Inc. | 2,036 | $25.7 萬 | 0.04% | +22+1.1% | 加碼 |
| Kingswood Wealth Advisors, LLC | 2,060 | $26.0 萬 | 0.08% | +2,060 | 新進 |
| De Burlo Group Inc | 2,063 | $26.0 萬 | 0.04% | 00.0% | 不變 |
| Allstate Corp | 2,075 | $26.2 萬 | 0.02% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 2,075 | $26.2 萬 | 0.03% | +164+8.6% | 加碼 |
| Uncommon Cents Investing LLC | 2,100 | $26.5 萬 | 0.09% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 2,103 | $26.5 萬 | 0.04% | +2,103 | 新進 |
| Baron Wealth Management LLC | 2,109 | $26.6 萬 | 0.17% | +89+4.4% | 加碼 |
| Catalyst Financial Partners LLC | 2,113 | $26.7 萬 | 0.10% | +291+16.0% | 加碼 |
| Keudell/Morrison Wealth Management | 2,115 | $26.7 萬 | 0.08% | +109+5.4% | 加碼 |
| Summit X, LLC | 2,120 | $26.7 萬 | 0.06% | +94+4.6% | 加碼 |
| Quantamental Technologies LLC | 2,125 | $26.8 萬 | 0.11% | +2,125 | 新進 |
| Canandaigua National Bank & Trust Co | 2,133 | $26.9 萬 | 0.04% | +27+1.3% | 加碼 |
| Marcum Wealth, LLC | 2,144 | $27.0 萬 | 0.03% | −113−5.0% | 減碼 |
| Advisor Resource Council | 2,161 | $27.3 萬 | 0.16% | +2,161 | 新進 |
| Kaizen Financial Strategies | 2,148 | $27.4 萬 | 0.23% | +2,148 | 新進 |
| Cooper Financial Group | 2,188 | $27.6 萬 | 0.07% | −1,747−44.4% | 減碼 |
| Versor Investments LP | 2,188 | $27.6 萬 | 0.05% | +2,188 | 新進 |
| Dechtman Wealth Management, LLC | 2,188 | $27.6 萬 | 0.08% | +2,188 | 新進 |
| Jacobsen Capital Management | 2,203 | $27.8 萬 | 0.14% | −18−0.8% | 減碼 |
| Sage Mountain Advisors LLC | 2,204 | $27.8 萬 | 0.04% | +21+1.0% | 加碼 |
| Physicians Financial Services, Inc. | 2,215 | $27.9 萬 | 0.11% | 00.0% | 不變 |
| Fairhaven Wealth Management, LLC | 2,224 | $28.1 萬 | 0.11% | +2,224 | 新進 |
| Center for Financial Planning, Inc. | 2,227 | $28.1 萬 | 0.06% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 2,257 | $28.1 萬 | 0.01% | −140−5.8% | 減碼 |
| First Manhattan Co | 2,234 | $28.2 萬 | 0.00% | 00.0% | 不變 |
| Gateway Investment Advisers LLC | 2,235 | $28.2 萬 | 0.00% | −358−13.8% | 減碼 |
| Sepio Capital, LP | 2,239 | $28.2 萬 | 0.02% | 00.0% | 不變 |
| Putnam Investments LLC | 2,246 | $28.3 萬 | 0.00% | −44−1.9% | 減碼 |
| Haverford Trust Co | 2,256 | $28.5 萬 | 0.00% | +201+9.8% | 加碼 |
| Belpointe Asset Management LLC | 2,259 | $28.5 萬 | 0.03% | −2,052−47.6% | 減碼 |
| Regent Peak Wealth Advisors LLC | 2,270 | $28.6 萬 | 0.08% | −16−0.7% | 減碼 |
| Horan Securities, Inc. | 2,278 | $28.7 萬 | 0.12% | +41+1.8% | 加碼 |
| Power Corp of Canada | 2,290 | $28.9 萬 | 0.03% | +2,290 | 新進 |
| West Coast Financial LLC | 2,292 | $28.9 萬 | 0.04% | −71−3.0% | 減碼 |
| Brighton Jones LLC | 2,293 | $28.9 萬 | 0.01% | −127−5.2% | 減碼 |
| Holderness Investments Co | 2,295 | $29.0 萬 | 0.11% | +90+4.1% | 加碼 |
| Capital International Inc | 2,295 | $29.0 萬 | 0.01% | +2,295 | 新進 |
| Greenwich Investment Management, Inc. | 2,302 | $29.0 萬 | 0.22% | −10.0% | 減碼 |
| First Foundation Advisors | 2,300 | $29.0 萬 | 0.01% | −564−19.7% | 減碼 |
| Gradient Investments LLC | 2,302 | $29.0 萬 | 0.01% | +26+1.1% | 加碼 |
| PFG Investments, LLC | 2,320 | $29.3 萬 | 0.05% | −143−5.8% | 減碼 |
| Allworth Financial LP | 2,320 | $29.3 萬 | 0.00% | −30−1.3% | 減碼 |
| Truvestments Capital LLC | 2,348 | $29.6 萬 | 0.15% | −3−0.1% | 減碼 |
| ORG Partners LLC | 2,354 | $29.7 萬 | 0.05% | +2,354 | 新進 |
| Aveo Capital Partners, LLC | 2,354 | $29.7 萬 | 0.04% | +105+4.7% | 加碼 |
| One Wealth Advisors, LLC | 2,355 | $29.7 萬 | 0.06% | +25+1.1% | 加碼 |
| Peterson Wealth Services | 2,371 | $29.9 萬 | 0.14% | +25+1.1% | 加碼 |
| Arrow Financial Corp | 2,375 | $30.0 萬 | 0.04% | −25−1.0% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $30.0 萬 | 0.17% | 00.0% | 不變 |
| Maven Securities LTD | 2,387 | $30.1 萬 | 0.04% | +2,387 | 新進 |
| CM Wealth Advisors LLC | 2,410 | $30.1 萬 | 0.10% | 00.0% | 不變 |
| Corundum Group, Inc. | 2,400 | $30.3 萬 | 0.15% | 00.0% | 不變 |
| Meitav Dash Investments Ltd | 2,444 | $30.3 萬 | 0.00% | +2,444 | 新進 |