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 |
|---|---|---|---|---|---|
| Hilltop Holdings Inc. | 4,524 | $57.1 萬 | 0.07% | −574−11.3% | 減碼 |
| Condor Capital Management | 4,494 | $56.7 萬 | 0.07% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 4,488 | $56.6 萬 | 0.02% | −228−4.8% | 減碼 |
| Caldwell Trust Co | 4,483 | $56.6 萬 | 0.07% | 00.0% | 不變 |
| Crumly & Associates Inc. | 4,479 | $56.5 萬 | 0.23% | −655−12.8% | 減碼 |
| Sentry Investment Management LLC | 4,467 | $56.4 萬 | 0.21% | +261+6.2% | 加碼 |
| Tiemann Investment Advisors, LLC | 4,470 | $56.4 萬 | 0.29% | +20+0.4% | 加碼 |
| US Asset Management LLC | 4,447 | $56.1 萬 | 0.59% | 00.0% | 不變 |
| KCS Wealth Advisory | 4,402 | $55.5 萬 | 0.19% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 4,400 | $55.5 萬 | 0.01% | +4,400 | 新進 |
| Herr Investment Group LLC | 4,376 | $55.2 萬 | 0.17% | 00.0% | 不變 |
| Court Place Advisors, LLC | 4,368 | $55.1 萬 | 0.19% | 00.0% | 不變 |
| Ellevest, Inc. | 4,342 | $54.8 萬 | 0.04% | +65+1.5% | 加碼 |
| Penbrook Management LLC | 4,330 | $54.6 萬 | 0.40% | −100−2.3% | 減碼 |
| Citizens National Bank Trust Department | 4,300 | $54.2 萬 | 0.14% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 4,280 | $54.0 萬 | 0.12% | 00.0% | 不變 |
| Penobscot Investment Management Company, Inc. | 4,270 | $53.9 萬 | 0.09% | +2,070+94.1% | 加碼 |
| LMR Partners LLP | 4,265 | $53.8 萬 | 0.01% | +4,265 | 新進 |
| Conning Inc. | 4,251 | $53.6 萬 | 0.02% | −520−10.9% | 減碼 |
| AtonRa Partners | 4,251 | $53.6 萬 | 0.83% | −65−1.5% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 4,245 | $53.6 萬 | 0.18% | −296−6.5% | 減碼 |
| ERn Financial, LLC | 4,245 | $53.6 萬 | 0.11% | 00.0% | 不變 |
| Empowered Funds, LLC | 4,244 | $53.5 萬 | 0.02% | +1,696+66.6% | 加碼 |
| EA Series Trust | 4,244 | $53.5 萬 | 0.02% | +4,244 | 新進 |
| Avantax Planning Partners, Inc. | 4,242 | $53.5 萬 | 0.02% | 00.0% | 不變 |
| Boston Family Office LLC | 4,225 | $53.2 萬 | 0.04% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 4,211 | $53.1 萬 | 0.27% | −31−0.7% | 減碼 |
| Optimum Investment Advisors | 4,200 | $53.0 萬 | 0.26% | +500+13.5% | 加碼 |
| Fishman Jay A Ltd | 4,180 | $52.7 萬 | 0.06% | 00.0% | 不變 |
| World Equity Group, Inc. | 4,154 | $52.4 萬 | 0.15% | −2,723−39.6% | 減碼 |
| Intellectus Partners, LLC | 4,095 | $51.7 萬 | 0.16% | 00.0% | 不變 |
| NorthRock Partners, LLC | 4,093 | $51.6 萬 | 0.06% | −301−6.9% | 減碼 |
| Continuum Advisory, LLC | 4,092 | $51.6 萬 | 0.08% | +33+0.8% | 加碼 |
| First Heartland Consultants, Inc. | 4,089 | $51.6 萬 | 0.07% | −3−0.1% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 4,082 | $51.5 萬 | 0.10% | −147−3.5% | 減碼 |
| KMG Fiduciary Partners, LLC | 4,080 | $51.5 萬 | 0.07% | +4,080 | 新進 |
| Stephenson National Bank & Trust | 4,078 | $51.4 萬 | 0.28% | −17−0.4% | 減碼 |
| Lafayette Investments, Inc. | 4,074 | $51.4 萬 | 0.14% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 4,516 | $51.0 萬 | 0.39% | 00.0% | 不變 |
| CX Institutional | 4,042 | $51.0 萬 | 0.03% | +509+14.4% | 加碼 |
| Argonautica Private Wealth Management, Inc | 4,027 | $50.8 萬 | 0.23% | +33+0.8% | 加碼 |
| Ironsides Asset Advisors, LLC | 4,025 | $50.8 萬 | 0.22% | −160−3.8% | 減碼 |
| Copperleaf Capital, LLC | 4,022 | $50.7 萬 | 0.48% | −704−14.9% | 減碼 |
| Bryn Mawr Trust Co | 4,000 | $50.5 萬 | 0.02% | 00.0% | 不變 |
| RBF Capital, LLC | 4,000 | $50.5 萬 | 0.03% | 00.0% | 不變 |
| Vista Capital Partners, Inc. | 4,000 | $50.5 萬 | 0.07% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $50.2 萬 | 0.11% | 00.0% | 不變 |
| Citadel Investment Advisory, Inc. | 3,972 | $50.1 萬 | 0.32% | −120−2.9% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 3,954 | $49.9 萬 | 0.19% | +3,280+486.6% | 加碼 |
| Jackson Wealth Management, LLC | 3,933 | $49.6 萬 | 0.07% | +3,933 | 新進 |
| Foster & Motley Inc | 3,926 | $49.5 萬 | 0.04% | +1,815+86.0% | 加碼 |
| SkyView Investment Advisors, LLC | 3,918 | $49.4 萬 | 0.12% | +3,918 | 新進 |
| 9258 Wealth Management, LLC | 3,897 | $49.2 萬 | 0.09% | +561+16.8% | 加碼 |
| FDx Advisors, Inc. | 3,890 | $49.1 萬 | 0.03% | −4,293−52.5% | 減碼 |
| Madrona Financial Services, LLC | 3,865 | $48.8 萬 | 0.24% | −21−0.5% | 減碼 |
| KB Financial Partners, LLC | 3,860 | $48.7 萬 | 0.13% | +3,534+1,084.0% | 加碼 |
| Engineers Gate Manager LP | 3,859 | $48.7 萬 | 0.02% | −10,500−73.1% | 減碼 |
| Heritage Wealth Advisors | 3,828 | $48.3 萬 | 0.03% | +28+0.7% | 加碼 |
| Wealthsource Partners, LLC | 3,813 | $48.1 萬 | 0.03% | +3,813 | 新進 |
| Alpha Family Trust | 3,805 | $48.0 萬 | 0.34% | 00.0% | 不變 |
| Santori & Peters | 3,794 | $47.9 萬 | 0.24% | −7−0.2% | 減碼 |
| Parallel Advisors, LLC | 3,755 | $47.4 萬 | 0.02% | +382+11.3% | 加碼 |
| Fairfield, Bush & Co. | 3,740 | $47.2 萬 | 0.13% | −700−15.8% | 減碼 |
| Opal Wealth Advisors, LLC | 3,693 | $46.6 萬 | 0.23% | −602−14.0% | 減碼 |
| Flagship Harbor Advisors, LLC | 3,690 | $46.5 萬 | 0.04% | −126−3.3% | 減碼 |
| Centennial Wealth Advisory LLC | 3,672 | $46.3 萬 | 0.24% | +3,672 | 新進 |
| Long Run Wealth Advisors, LLC | 3,667 | $46.3 萬 | 0.15% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 3,653 | $46.1 萬 | 0.02% | −1,749−32.4% | 減碼 |
| Segall Bryant & Hamill, LLC | 3,641 | $45.9 萬 | 0.00% | −52−1.4% | 減碼 |
| Ariel Investments, LLC | 3,616 | $45.6 萬 | 0.00% | +424+13.3% | 加碼 |
| Parkside Financial Bank & Trust | 3,607 | $45.5 萬 | 0.11% | +1,553+75.6% | 加碼 |
| Epiq Partners, LLC | 3,586 | $45.2 萬 | 0.31% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,583 | $45.2 萬 | 0.05% | −100−2.7% | 減碼 |
| Empirical Asset Management, LLC | 3,574 | $45.1 萬 | 0.40% | +3,574 | 新進 |
| Financial Planning & Information Services, Inc. | 3,548 | $44.8 萬 | 0.08% | 00.0% | 不變 |
| Cannell Peter B & Co Inc | 3,523 | $44.4 萬 | 0.01% | 00.0% | 不變 |
| Drake & Associates, LLC | 3,517 | $44.4 萬 | 0.20% | +623+21.5% | 加碼 |
| Moody Lynn & Lieberson, LLC | 3,480 | $43.9 萬 | 0.04% | 00.0% | 不變 |
| Wedmont Private Capital | 3,417 | $43.7 萬 | 0.05% | +320+10.3% | 加碼 |
| TRUE Private Wealth Advisors | 3,462 | $43.7 萬 | 0.06% | +78+2.3% | 加碼 |
| Dynamic Advisor Solutions LLC | 3,455 | $43.6 萬 | 0.02% | +942+37.5% | 加碼 |
| Empower Advisory Group, LLC | 3,426 | $43.2 萬 | 0.00% | −13−0.4% | 減碼 |
| Cookson Peirce & Co Inc | 3,424 | $43.2 萬 | 0.03% | −119−3.4% | 減碼 |
| Valeo Financial Advisors, LLC | 3,397 | $42.9 萬 | 0.02% | +263+8.4% | 加碼 |
| Roundview Capital LLC | 3,387 | $42.7 萬 | 0.04% | +42+1.3% | 加碼 |
| Geller Advisors LLC | 3,378 | $42.6 萬 | 0.05% | +543+19.2% | 加碼 |
| Palumbo Wealth Management LLC | 3,375 | $42.6 萬 | 0.26% | +3,375 | 新進 |
| Coastal Investment Advisors, Inc. | 3,366 | $42.5 萬 | 0.09% | +915+37.3% | 加碼 |
| Grandfield & Dodd, LLC | 3,361 | $42.4 萬 | 0.03% | +10.0% | 加碼 |
| Hoylecohen, LLC | 3,355 | $42.3 萬 | 0.04% | −99−2.9% | 減碼 |
| Tobam | 3,347 | $42.2 萬 | 0.03% | +289+9.5% | 加碼 |
| First Citizens Bank & Trust Co | 3,329 | $42.0 萬 | 0.01% | −86−2.5% | 減碼 |
| Wealth Alliance | 3,312 | $41.8 萬 | 0.06% | +273+9.0% | 加碼 |
| HF Advisory Group, LLC | 3,299 | $41.6 萬 | 0.33% | −112−3.3% | 減碼 |
| Invesco, LLC | 3,282 | $41.4 萬 | 0.20% | +3,282 | 新進 |
| Lumature Wealth Partners, LLC | 3,281 | $41.4 萬 | 0.25% | +127+4.0% | 加碼 |
| Level Four Advisory Services, LLC | 3,277 | $41.3 萬 | 0.02% | −850−20.6% | 減碼 |
| Stonebridge Capital Advisors LLC | 3,263 | $41.2 萬 | 0.04% | 00.0% | 不變 |
| Matisse Capital | 3,248 | $41.0 萬 | 0.25% | 00.0% | 不變 |
| Becker Capital Management Inc | 3,240 | $40.9 萬 | 0.02% | −70−2.1% | 減碼 |