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 |
|---|---|---|---|---|---|
| Waycross Partners, LLC | 3,200 | $40.4 萬 | 0.09% | 00.0% | 不變 |
| Marotta Asset Management | 3,200 | $40.4 萬 | 0.09% | +3,200 | 新進 |
| Confluence Wealth Services, Inc. | 3,192 | $40.3 萬 | 0.09% | −44−1.4% | 減碼 |
| Cowa, LLC | 3,185 | $40.2 萬 | 0.26% | +90+2.9% | 加碼 |
| Atlantic Trust, LLC | 3,138 | $39.6 萬 | 0.13% | +325+11.6% | 加碼 |
| Apeiron RIA LLC | 3,127 | $39.4 萬 | 0.14% | +106+3.5% | 加碼 |
| MMBG Investment Advisors Co. | 3,450 | $39.4 萬 | 0.05% | −110−3.1% | 減碼 |
| Endurance Wealth Management, Inc. | 3,107 | $39.2 萬 | 0.05% | 00.0% | 不變 |
| Keystone Financial Services | 3,094 | $39.0 萬 | 0.20% | −96−3.0% | 減碼 |
| Carnegie Capital Asset Management, LLC | 3,092 | $39.0 萬 | 0.01% | +21+0.7% | 加碼 |
| Riverbridge Partners LLC | 3,080 | $38.9 萬 | 0.00% | 00.0% | 不變 |
| KFG Wealth Management, LLC | 3,068 | $38.7 萬 | 0.23% | +1,287+72.3% | 加碼 |
| Naples Global Advisors, LLC | 3,047 | $38.4 萬 | 0.05% | +30+1.0% | 加碼 |
| Epic Trust Investment Advisors, LLC | 3,046 | $38.4 萬 | 0.55% | −618−16.9% | 減碼 |
| Pointe Capital Management LLC | 3,043 | $38.4 萬 | 0.29% | −67−2.2% | 減碼 |
| Legacy Capital Group California, Inc. | 3,026 | $38.2 萬 | 0.16% | +144+5.0% | 加碼 |
| Waypoint Capital Advisors, LLC | 3,023 | $38.1 萬 | 0.12% | +23+0.8% | 加碼 |
| Boston Financial Mangement LLC | 3,018 | $38.1 萬 | 0.01% | −458−13.2% | 減碼 |
| Ritholtz Wealth Management | 3,013 | $38.0 萬 | 0.02% | +336+12.6% | 加碼 |
| MONECO Advisors, LLC | 3,012 | $38.0 萬 | 0.10% | −3−0.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,007 | $37.9 萬 | 0.01% | +25+0.8% | 加碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,990 | $37.7 萬 | 0.04% | −100−3.2% | 減碼 |
| YHB Investment Advisors, Inc. | 2,979 | $37.6 萬 | 0.04% | −658−18.1% | 減碼 |
| JGP Wealth Management, LLC | 2,961 | $37.4 萬 | 0.06% | 00.0% | 不變 |
| Advisors Capital Management, LLC | 2,960 | $37.3 萬 | 0.01% | −190−6.0% | 減碼 |
| Pegasus Partners Ltd. | 2,921 | $36.8 萬 | 0.05% | 00.0% | 不變 |
| Advisory Research Inc | 2,918 | $36.8 萬 | 0.05% | +2,918 | 新進 |
| Paradigm Asset Management Co LLC | 2,900 | $36.6 萬 | 0.10% | −12,900−81.6% | 減碼 |
| Wambolt & Associates, LLC | 2,879 | $36.3 萬 | 0.13% | −331−10.3% | 減碼 |
| Congress Wealth Management LLC | 2,870 | $36.2 萬 | 0.01% | +662+30.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2,893 | $36.2 萬 | 0.00% | +139+5.0% | 加碼 |
| Forte Capital LLC | 2,863 | $36.1 萬 | 0.05% | −300−9.5% | 減碼 |
| Schmidt P J Investment Management Inc | 2,762 | $35.9 萬 | 0.07% | −10−0.4% | 減碼 |
| CRA Financial Services, LLC | 2,843 | $35.9 萬 | 0.10% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 2,832 | $35.7 萬 | 0.01% | −360−11.3% | 減碼 |
| GPS Wealth Strategies Group, LLC | 2,825 | $35.6 萬 | 0.07% | +553+24.3% | 加碼 |
| Colonial Trust Co | 2,791 | $35.2 萬 | 0.08% | +200+7.7% | 加碼 |
| Richard W. Paul & Associates, LLC | 2,717 | $34.3 萬 | 0.15% | −33−1.2% | 減碼 |
| Carlson Capital Management | 2,708 | $34.2 萬 | 0.02% | +118+4.6% | 加碼 |
| Ipswich Investment Management Co., Inc. | 2,695 | $34.0 萬 | 0.09% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 2,655 | $33.5 萬 | 0.03% | −4,175−61.1% | 減碼 |
| Diametric Capital, LP | 2,651 | $33.4 萬 | 0.15% | +2,651 | 新進 |
| Sandler Capital Management | 2,650 | $33.4 萬 | 0.04% | 00.0% | 不變 |
| PDS Planning, Inc | 2,650 | $33.4 萬 | 0.04% | +227+9.4% | 加碼 |
| WMS Partners, LLC | 2,640 | $33.3 萬 | 0.03% | +5+0.2% | 加碼 |
| Steward Financial Group LLC | 2,638 | $33.2 萬 | 0.11% | +2,638 | 新進 |
| Norwood Financial Corp | 2,625 | $33.1 萬 | 0.50% | 00.0% | 不變 |
| Hazlett, Burt & Watson, Inc. | 2,618 | $32.9 萬 | 0.25% | +8+0.3% | 加碼 |
| Meyer Handelman Co | 2,600 | $32.8 萬 | 0.01% | 00.0% | 不變 |
| Intrinsic Edge Capital Management LLC | 2,600 | $32.8 萬 | 0.03% | 00.0% | 不變 |
| Cypress Capital Group | 2,596 | $32.7 萬 | 0.05% | +2,596 | 新進 |
| XTX Topco Ltd | 2,593 | $32.7 萬 | 0.06% | +2,593 | 新進 |
| Ingalls & Snyder LLC | 2,568 | $32.4 萬 | 0.02% | 00.0% | 不變 |
| Heron Financial Group, LLC | 2,564 | $32.3 萬 | 0.17% | 00.0% | 不變 |
| Independent Financial Group, LLC | 2,551 | $32.2 萬 | 0.02% | 00.0% | 不變 |
| WBH Advisory Inc | 2,549 | $32.2 萬 | 0.04% | +63+2.5% | 加碼 |
| Leavell Investment Management, Inc. | 2,545 | $32.1 萬 | 0.02% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 2,541 | $32.1 萬 | 0.06% | 00.0% | 不變 |
| CVA Family Office, LLC | 2,540 | $32.0 萬 | 0.07% | −14−0.5% | 減碼 |
| Arden Trust Co | 2,535 | $32.0 萬 | 0.05% | −801−24.0% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,533 | $32.0 萬 | 0.05% | −8−0.3% | 減碼 |
| Soltis Investment Advisors LLC | 2,501 | $31.6 萬 | 0.04% | −787−23.9% | 減碼 |
| Edmond de Rothschild Holding S.A. | 2,500 | $31.5 萬 | 0.01% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 2,480 | $31.3 萬 | 0.02% | 00.0% | 不變 |
| Brookfield Asset Management Inc. | 2,476 | $31.2 萬 | 0.00% | −76,955−96.9% | 減碼 |
| Psagot Value Holdings Ltd. / (Israel) | 2,515 | $31.2 萬 | 0.16% | −685−21.4% | 減碼 |
| DRW Securities, LLC | 2,471 | $31.2 萬 | 0.02% | +2,471 | 新進 |
| Cornell Pochily Investment Advisors, Inc. | 2,455 | $31.0 萬 | 0.13% | 00.0% | 不變 |
| Stokes Family Office, LLC | 2,443 | $30.8 萬 | 0.04% | −494−16.8% | 減碼 |
| Janney Capital Management LLC | 2,440 | $30.8 萬 | 0.02% | 00.0% | 不變 |
| Allred Capital Management, LLC | 2,423 | $30.6 萬 | 0.15% | −94−3.7% | 減碼 |
| Fidelis Capital Partners, LLC | 2,418 | $30.5 萬 | 0.11% | +212+9.6% | 加碼 |
| Beacon Financial Group | 2,458 | $30.5 萬 | 0.04% | −403−14.1% | 減碼 |
| Raleigh Capital Management Inc. | 2,414 | $30.4 萬 | 0.15% | −145−5.7% | 減碼 |
| TD Private Client Wealth LLC | 2,413 | $30.4 萬 | 0.01% | +744+44.6% | 加碼 |
| South Dakota Investment Council | 2,407 | $30.4 萬 | 0.01% | −5,032−67.6% | 減碼 |
| Meitav Dash Investments Ltd | 2,444 | $30.3 萬 | 0.00% | +2,444 | 新進 |
| Corundum Group, Inc. | 2,400 | $30.3 萬 | 0.15% | 00.0% | 不變 |
| CM Wealth Advisors LLC | 2,410 | $30.1 萬 | 0.10% | 00.0% | 不變 |
| Maven Securities LTD | 2,387 | $30.1 萬 | 0.04% | +2,387 | 新進 |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $30.0 萬 | 0.17% | 00.0% | 不變 |
| Arrow Financial Corp | 2,375 | $30.0 萬 | 0.04% | −25−1.0% | 減碼 |
| Peterson Wealth Services | 2,371 | $29.9 萬 | 0.14% | +25+1.1% | 加碼 |
| One Wealth Advisors, LLC | 2,355 | $29.7 萬 | 0.06% | +25+1.1% | 加碼 |
| Aveo Capital Partners, LLC | 2,354 | $29.7 萬 | 0.04% | +105+4.7% | 加碼 |
| ORG Partners LLC | 2,354 | $29.7 萬 | 0.05% | +2,354 | 新進 |
| Truvestments Capital LLC | 2,348 | $29.6 萬 | 0.15% | −3−0.1% | 減碼 |
| 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 |
| Gradient Investments LLC | 2,302 | $29.0 萬 | 0.01% | +26+1.1% | 加碼 |
| First Foundation Advisors | 2,300 | $29.0 萬 | 0.01% | −564−19.7% | 減碼 |
| Greenwich Investment Management, Inc. | 2,302 | $29.0 萬 | 0.22% | −10.0% | 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 |
| Brighton Jones LLC | 2,293 | $28.9 萬 | 0.01% | −127−5.2% | 減碼 |
| West Coast Financial LLC | 2,292 | $28.9 萬 | 0.04% | −71−3.0% | 減碼 |
| Power Corp of Canada | 2,290 | $28.9 萬 | 0.03% | +2,290 | 新進 |
| Horan Securities, Inc. | 2,278 | $28.7 萬 | 0.12% | +41+1.8% | 加碼 |
| Regent Peak Wealth Advisors LLC | 2,270 | $28.6 萬 | 0.08% | −16−0.7% | 減碼 |
| Belpointe Asset Management LLC | 2,259 | $28.5 萬 | 0.03% | −2,052−47.6% | 減碼 |