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 |
|---|---|---|---|---|---|
| Evergreen Capital Management LLC | 5,045 | $63.6 萬 | 0.03% | −455−8.3% | 減碼 |
| Forbes J M & Co LLP | 5,096 | $64.3 萬 | 0.08% | 00.0% | 不變 |
| Assetmark, Inc | 5,101 | $64.3 萬 | 0.00% | +412+8.8% | 加碼 |
| Canada Pension Plan Investment Board | 5,129 | $64.7 萬 | 0.00% | −24,821−82.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 5,138 | $64.8 萬 | 0.07% | −15,605−75.2% | 減碼 |
| Connectus Wealth, LLC | 5,147 | $64.9 萬 | 0.02% | +95+1.9% | 加碼 |
| Oakworth Capital, Inc. | 5,155 | $65.0 萬 | 0.06% | +5,046+4,629.4% | 加碼 |
| Y.D. More Investments Ltd | 5,199 | $65.6 萬 | 0.17% | −1,337−20.5% | 減碼 |
| Bridge Advisory, LLC | 5,200 | $65.6 萬 | 0.24% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 5,196 | $65.6 萬 | 0.09% | −12−0.2% | 減碼 |
| Lindbrook Capital, LLC | 5,211 | $65.7 萬 | 0.07% | −9−0.2% | 減碼 |
| NBT Bank N A | 5,268 | $66.5 萬 | 0.09% | −405−7.1% | 減碼 |
| Optas, LLC | 5,269 | $66.5 萬 | 0.22% | +28+0.5% | 加碼 |
| Capital Investment Advisors, LLC | 5,311 | $67.0 萬 | 0.02% | −36−0.7% | 減碼 |
| Outlook Wealth Advisors, LLC | 5,317 | $67.1 萬 | 0.25% | +325+6.5% | 加碼 |
| Modera Wealth Management, LLC | 5,322 | $67.1 萬 | 0.01% | +2,849+115.2% | 加碼 |
| Econ Financial Services Corp | 5,325 | $67.2 萬 | 0.47% | −5,327−50.0% | 減碼 |
| Fox Run Management, L.L.C. | 5,329 | $67.2 萬 | 0.19% | −1,380−20.6% | 減碼 |
| Abacus Wealth Partners, LLC | 5,341 | $67.4 萬 | 0.20% | +5+0.1% | 加碼 |
| First American Trust, FSB | 5,367 | $67.7 萬 | 0.09% | +18+0.3% | 加碼 |
| Cape Cod Five Cents Savings Bank | 5,386 | $67.9 萬 | 0.07% | −31,889−85.6% | 減碼 |
| Westbourne Investment Advisors, Inc. | 5,411 | $68.3 萬 | 0.31% | −363−6.3% | 減碼 |
| Wunderlich Capital Managemnt | 5,418 | $68.3 萬 | 0.34% | +1,220+29.1% | 加碼 |
| LVM Capital Management Ltd | 5,425 | $68.4 萬 | 0.09% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 5,436 | $68.6 萬 | 0.05% | −2,725−33.4% | 減碼 |
| Comerica Securities,inc. | 5,439 | $68.6 萬 | 0.05% | +3,514+182.5% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 5,445 | $68.7 萬 | 0.20% | −3,963−42.1% | 減碼 |
| Bank of Stockton | 5,452 | $68.8 萬 | 0.24% | −15−0.3% | 減碼 |
| CFO4Life Group, LLC | 5,474 | $69.1 萬 | 0.15% | +38+0.7% | 加碼 |
| Chesapeake Wealth Management | 5,475 | $69.1 萬 | 0.27% | −15−0.3% | 減碼 |
| Voya Financial Advisors, Inc. | 5,671 | $70.3 萬 | 0.08% | −60−1.0% | 減碼 |
| Tectonic Advisors LLC | 5,606 | $70.7 萬 | 0.09% | −3,695−39.7% | 減碼 |
| Rehmann Capital Advisory Group | 5,609 | $70.8 萬 | 0.06% | −313−5.3% | 減碼 |
| Shepherd Financial Partners LLC | 5,610 | $70.8 萬 | 0.11% | −9−0.2% | 減碼 |
| Kingsview Wealth Management, LLC | 5,672 | $71.6 萬 | 0.03% | −589−9.4% | 減碼 |
| Bowman & Co S.C. | 5,672 | $71.6 萬 | 0.54% | +127+2.3% | 加碼 |
| Copperwynd Financial, LLC | 5,703 | $71.9 萬 | 0.34% | +82+1.5% | 加碼 |
| SkyOak Wealth, LLC | 5,705 | $72.0 萬 | 0.20% | −384−6.3% | 減碼 |
| Ascent Group, LLC | 5,769 | $72.2 萬 | 0.08% | +5,769 | 新進 |
| Blueshift Asset Management, LLC | 5,741 | $72.4 萬 | 0.28% | +5,741 | 新進 |
| Atlas Capital Advisors LLC | 5,763 | $72.7 萬 | 0.11% | 00.0% | 不變 |
| Independent Advisor Alliance | 5,771 | $72.8 萬 | 0.03% | +170+3.0% | 加碼 |
| Integral Investment Advisors, Inc. | 5,807 | $73.3 萬 | 0.49% | −21−0.4% | 減碼 |
| Transcend Wealth Collective, LLC | 5,830 | $73.5 萬 | 0.07% | +211+3.8% | 加碼 |
| Savant Capital, LLC | 5,840 | $73.7 萬 | 0.01% | −32−0.5% | 減碼 |
| Forum Financial Management, LP | 5,844 | $73.7 萬 | 0.02% | +692+13.4% | 加碼 |
| Eqis Capital Management, Inc. | 5,867 | $74.0 萬 | 0.08% | +232+4.1% | 加碼 |
| Parsons Capital Management Inc | 5,871 | $74.1 萬 | 0.06% | −10.0% | 減碼 |
| Advanced Portfolio Management, LLC | 5,871 | $74.1 萬 | 0.68% | +5,871 | 新進 |
| Stonehage Fleming Financial Services Holdings Ltd | 5,993 | $74.3 萬 | 0.03% | +812+15.7% | 加碼 |
| Boston Trust Walden Corp | 5,893 | $74.3 萬 | 0.01% | 00.0% | 不變 |
| Mutual Advisors, LLC | 5,911 | $74.6 萬 | 0.03% | +20+0.3% | 加碼 |
| ExodusPoint Capital Management, LP | 5,918 | $74.7 萬 | 0.01% | +5,918 | 新進 |
| Greystone Financial Group, LLC | 5,937 | $74.9 萬 | 0.17% | +5,937 | 新進 |
| Ballentine Partners, LLC | 5,943 | $75.0 萬 | 0.02% | +68+1.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 5,983 | $75.5 萬 | 0.10% | +3,330+125.5% | 加碼 |
| Qtron Investments LLC | 6,040 | $76.2 萬 | 0.14% | 00.0% | 不變 |
| Whittier Trust Co | 6,049 | $76.3 萬 | 0.01% | 00.0% | 不變 |
| Strategic Investment Advisors | 6,064 | $76.5 萬 | 0.11% | −173−2.8% | 減碼 |
| Eukles Asset Management | 6,106 | $77.0 萬 | 0.39% | +55+0.9% | 加碼 |
| Integrated Advisors Network LLC | 6,129 | $77.3 萬 | 0.04% | −69−1.1% | 減碼 |
| Wintrust Investments LLC | 6,149 | $77.6 萬 | 0.08% | −200−3.2% | 減碼 |
| Kowal Investment Group, LLC | 6,182 | $78.0 萬 | 0.21% | −106−1.7% | 減碼 |
| Beacon Pointe Advisors, LLC | 6,261 | $79.0 萬 | 0.01% | −8,311−57.0% | 減碼 |
| Merit Financial Group, LLC | 6,274 | $79.1 萬 | 0.03% | +827+15.2% | 加碼 |
| Stock Yards Bank & Trust Co | 6,301 | $79.5 萬 | 0.03% | −1,865−22.8% | 減碼 |
| Greatmark Investment Partners, Inc. | 6,310 | $79.6 萬 | 0.13% | +6,310 | 新進 |
| IPG Investment Advisors LLC | 6,330 | $79.9 萬 | 0.17% | +6,330 | 新進 |
| David Loasby | 6,405 | $80.3 萬 | 0.09% | −49−0.8% | 減碼 |
| Magnolia Capital Advisors LLC | 6,367 | $80.3 萬 | 0.40% | −4−0.1% | 減碼 |
| CoreFirst Bank & Trust | 6,400 | $80.7 萬 | 0.57% | 00.0% | 不變 |
| Wright Investors Service Inc | 6,412 | $80.9 萬 | 0.23% | −406−6.0% | 減碼 |
| Central Bank & Trust Co | 6,468 | $81.6 萬 | 0.14% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 6,500 | $82.0 萬 | 0.01% | −1,400−17.7% | 減碼 |
| Sompo Asset Management Co., Ltd. | 6,510 | $82.1 萬 | 0.15% | −2,360−26.6% | 減碼 |
| Principal Street Partners, LLC | 6,568 | $82.9 萬 | 0.20% | +92+1.4% | 加碼 |
| Meridian Wealth Management, LLC | 6,581 | $83.0 萬 | 0.07% | −216−3.2% | 減碼 |
| Aspire Private Capital, LLC | 6,585 | $83.1 萬 | 0.26% | +198+3.1% | 加碼 |
| Greenland Capital Management LP | 6,625 | $83.6 萬 | 0.12% | +6,625 | 新進 |
| Boston Common Asset Management, LLC | 6,639 | $83.8 萬 | 0.02% | −106−1.6% | 減碼 |
| Townsend Asset Management Corp | 6,645 | $83.8 萬 | 0.40% | 00.0% | 不變 |
| Certified Advisory Corp | 6,688 | $84.4 萬 | 0.16% | +24+0.4% | 加碼 |
| Kestra Private Wealth Services, LLC | 6,697 | $84.5 萬 | 0.03% | +2,276+51.5% | 加碼 |
| Miracle Mile Advisors, LLC | 6,729 | $84.9 萬 | 0.03% | 00.0% | 不變 |
| Schechter Investment Advisors, LLC | 6,729 | $84.9 萬 | 0.08% | −66−1.0% | 減碼 |
| Bridges Investment Management Inc | 6,775 | $85.5 萬 | 0.03% | −16,000−70.3% | 減碼 |
| Wesbanco Bank Inc | 6,790 | $85.7 萬 | 0.04% | 00.0% | 不變 |
| Legacy Advisors, LLC | 6,826 | $86.1 萬 | 0.13% | +6,826 | 新進 |
| Financial Insights, Inc. | 6,842 | $86.3 萬 | 0.32% | −659−8.8% | 減碼 |
| Institute for Wealth Management, LLC. | 6,853 | $86.5 萬 | 0.15% | −142−2.0% | 減碼 |
| Mirabella Financial Services LLP | 6,865 | $86.6 萬 | 0.10% | +4,403+178.8% | 加碼 |
| Centiva Capital, LP | 6,891 | $86.9 萬 | 0.04% | +6,891 | 新進 |
| Nicolet Bankshares Inc | 6,897 | $87.0 萬 | 0.25% | −17−0.2% | 減碼 |
| Sand Hill Global Advisors, LLC | 6,986 | $88.1 萬 | 0.04% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 7,048 | $88.9 萬 | 0.07% | +7,048 | 新進 |
| VeraBank, N.A. | 7,055 | $89.0 萬 | 0.34% | −75−1.1% | 減碼 |
| Equitable Holdings, Inc. | 7,082 | $89.3 萬 | 0.01% | −756−9.6% | 減碼 |
| Meritage Portfolio Management | 7,091 | $89.5 萬 | 0.06% | −8−0.1% | 減碼 |
| Moneta Group Investment Advisors LLC | 7,136 | $90.0 萬 | 0.02% | +2,292+47.3% | 加碼 |
| Capital Asset Advisory Services LLC | 7,050 | $90.2 萬 | 0.06% | +1,164+19.8% | 加碼 |