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 3 季 13F 持有人
Fiserv Inc 在 2023/9/30 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
- 1,491
- 較 2023 年第 2 季 +27 家
- 持有股數
- 5.45 億
- 較 2023 年第 2 季 −688.8 萬 (−1.2%)
- 總市值
- $615.7 億
- 較 2023 年第 2 季 −$79.5 億 (−11.4%)
- 新進機構
- 121
- 另有 515 家加碼
- 清倉機構
- 94
- 另有 612 家減碼
另有 12 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cypress Capital Group | 2,596 | $29.3 萬 | 0.04% | 00.0% | 不變 |
| CM Wealth Advisors LLC | 2,410 | $29.4 萬 | 0.12% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 2,614 | $29.5 萬 | 0.10% | +501+23.7% | 加碼 |
| Richard W. Paul & Associates, LLC | 2,616 | $29.6 萬 | 0.14% | −101−3.7% | 減碼 |
| Cornell Pochily Investment Advisors, Inc. | 2,621 | $29.6 萬 | 0.13% | +166+6.8% | 加碼 |
| Norwood Financial Corp | 2,625 | $29.7 萬 | 0.48% | 00.0% | 不變 |
| Meyer Handelman Co | 2,628 | $29.7 萬 | 0.01% | +28+1.1% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 2,618 | $29.7 萬 | 0.22% | 00.0% | 不變 |
| Sandler Capital Management | 2,650 | $29.9 萬 | 0.05% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 2,655 | $30.0 萬 | 0.02% | 00.0% | 不變 |
| First Foundation Advisors | 2,679 | $30.3 萬 | 0.01% | +379+16.5% | 加碼 |
| Carlson Capital Management | 2,684 | $30.3 萬 | 0.02% | −24−0.9% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,694 | $30.4 萬 | 0.04% | +795+41.9% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,694 | $30.4 萬 | 0.02% | +2,694 | 新進 |
| Tobam | 2,705 | $30.6 萬 | 0.02% | −642−19.2% | 減碼 |
| Seelaus Asset Management LLC | 2,730 | $30.8 萬 | 0.35% | −6,133−69.2% | 減碼 |
| PDS Planning, Inc | 2,755 | $31.1 萬 | 0.04% | +105+4.0% | 加碼 |
| Symmetry Investments LP | 2,784 | $31.4 萬 | 0.09% | +2,784 | 新進 |
| Gradient Investments LLC | 2,785 | $31.5 萬 | 0.01% | +483+21.0% | 加碼 |
| Colonial Trust Co | 2,791 | $31.5 萬 | 0.08% | 00.0% | 不變 |
| Allworth Financial LP | 2,820 | $31.9 萬 | 0.00% | +500+21.6% | 加碼 |
| CRA Financial Services, LLC | 2,843 | $32.1 萬 | 0.09% | 00.0% | 不變 |
| Ellevest, Inc. | 2,846 | $32.1 萬 | 0.02% | −1,496−34.5% | 減碼 |
| Epic Trust Investment Advisors, LLC | 2,888 | $32.6 萬 | 0.51% | −158−5.2% | 減碼 |
| Operose Advisors LLC | 2,890 | $32.6 萬 | 0.13% | −1,744−37.6% | 減碼 |
| Paradigm Asset Management Co LLC | 2,900 | $32.8 萬 | 0.09% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 2,928 | $32.8 萬 | 0.07% | +166+6.0% | 加碼 |
| Canada Pension Plan Investment Board | 2,910 | $32.9 萬 | 0.00% | −2,219−43.3% | 減碼 |
| Perpetual Ltd | 2,915 | $32.9 萬 | 0.00% | +2,915 | 新進 |
| Advisory Research Inc | 2,918 | $33.0 萬 | 0.05% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 2,921 | $33.0 萬 | 0.05% | 00.0% | 不變 |
| Childress Capital Advisors, LLC | 2,936 | $33.2 萬 | 0.11% | +2,936 | 新進 |
| Carnegie Capital Asset Management, LLC | 2,941 | $33.2 萬 | 0.01% | −151−4.9% | 減碼 |
| Trust Co of Toledo NA | 2,955 | $33.4 萬 | 0.07% | +932+46.1% | 加碼 |
| JGP Wealth Management, LLC | 2,963 | $33.5 萬 | 0.06% | +2+0.1% | 加碼 |
| Advisors Capital Management, LLC | 2,961 | $33.5 萬 | 0.01% | +10.0% | 加碼 |
| Ritholtz Wealth Management | 2,984 | $33.7 萬 | 0.02% | −29−1.0% | 減碼 |
| Long Run Wealth Advisors, LLC | 2,989 | $33.8 萬 | 0.11% | −678−18.5% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,990 | $33.8 萬 | 0.04% | 00.0% | 不變 |
| Waypoint Capital Advisors, LLC | 3,000 | $33.9 萬 | 0.11% | −23−0.8% | 減碼 |
| MONECO Advisors, LLC | 3,000 | $33.9 萬 | 0.09% | −12−0.4% | 減碼 |
| Whittier Trust Co of Nevada Inc | 3,007 | $34.0 萬 | 0.01% | 00.0% | 不變 |
| Beacon Financial Group | 2,816 | $34.2 萬 | 0.05% | +358+14.6% | 加碼 |
| Legacy Capital Group California, Inc. | 3,028 | $34.2 萬 | 0.15% | +2+0.1% | 加碼 |
| Paloma Partners Management Co | 3,037 | $34.3 萬 | 0.07% | −14,307−82.5% | 減碼 |
| Wambolt & Associates, LLC | 3,044 | $34.4 萬 | 0.12% | +165+5.7% | 加碼 |
| Pointe Capital Management LLC | 3,065 | $34.6 萬 | 0.27% | +22+0.7% | 加碼 |
| Riverbridge Partners LLC | 3,080 | $34.8 萬 | 0.00% | 00.0% | 不變 |
| Fairfield, Bush & Co. | 3,090 | $34.9 萬 | 0.23% | −650−17.4% | 減碼 |
| Confluence Wealth Services, Inc. | 3,115 | $35.2 萬 | 0.07% | −77−2.4% | 減碼 |
| Atlantic Trust, LLC | 3,125 | $35.3 萬 | 0.12% | −13−0.4% | 減碼 |
| Optas, LLC | 3,127 | $35.3 萬 | 0.12% | −2,142−40.7% | 減碼 |
| Two Sigma Securities, LLC | 3,155 | $35.6 萬 | 0.02% | +3,155 | 新進 |
| Forte Capital LLC | 3,163 | $35.7 萬 | 0.06% | +300+10.5% | 加碼 |
| Cowa, LLC | 3,185 | $36.0 萬 | 0.24% | 00.0% | 不變 |
| Marotta Asset Management | 3,200 | $36.1 萬 | 0.08% | 00.0% | 不變 |
| Blueshift Asset Management, LLC | 3,208 | $36.2 萬 | 0.21% | −2,533−44.1% | 減碼 |
| Centennial Wealth Advisory LLC | 3,211 | $36.3 萬 | 0.19% | −461−12.6% | 減碼 |
| Apeiron RIA LLC | 3,217 | $36.3 萬 | 0.12% | +90+2.9% | 加碼 |
| Wright Investors Service Inc | 3,232 | $36.5 萬 | 0.11% | −3,180−49.6% | 減碼 |
| Red Door Wealth Management, LLC | 3,234 | $36.5 萬 | 0.09% | −5,038−60.9% | 減碼 |
| Invesco, LLC | 3,243 | $36.6 萬 | 0.18% | −39−1.2% | 減碼 |
| Matisse Capital | 3,248 | $36.7 萬 | 0.26% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,255 | $36.8 萬 | 0.04% | −328−9.2% | 減碼 |
| Naples Global Advisors, LLC | 3,258 | $36.8 萬 | 0.04% | +211+6.9% | 加碼 |
| Stonebridge Capital Advisors LLC | 3,263 | $36.9 萬 | 0.04% | 00.0% | 不變 |
| Leonteq Securities AG | 3,267 | $36.9 萬 | 0.04% | −6,485−66.5% | 減碼 |
| Stock Yards Bank & Trust Co | 3,296 | $37.2 萬 | 0.01% | −3,005−47.7% | 減碼 |
| Greatmark Investment Partners, Inc. | 3,310 | $37.4 萬 | 0.07% | −3,000−47.5% | 減碼 |
| Financial Counselors Inc | 3,316 | $37.5 萬 | 0.01% | +3,316 | 新進 |
| Boston Financial Mangement LLC | 3,326 | $37.6 萬 | 0.01% | +308+10.2% | 加碼 |
| Geller Advisors LLC | 3,341 | $37.7 萬 | 0.04% | −37−1.1% | 減碼 |
| Bayesian Capital Management, LP | 3,349 | $37.8 萬 | 0.04% | +3,349 | 新進 |
| Curated Wealth Partners LLC | 3,354 | $37.9 萬 | 0.07% | +1,444+75.6% | 加碼 |
| Grandfield & Dodd, LLC | 3,361 | $38.0 萬 | 0.03% | 00.0% | 不變 |
| Cookson Peirce & Co Inc | 3,362 | $38.0 萬 | 0.02% | −62−1.8% | 減碼 |
| Graham Capital Management, L.P. | 3,382 | $38.2 萬 | 0.01% | −69,591−95.4% | 減碼 |
| First Citizens Bank & Trust Co | 3,384 | $38.2 萬 | 0.01% | +55+1.7% | 加碼 |
| Roundview Capital LLC | 3,387 | $38.3 萬 | 0.04% | 00.0% | 不變 |
| Becker Capital Management Inc | 3,407 | $38.5 萬 | 0.02% | +167+5.2% | 加碼 |
| Waldron Private Wealth LLC | 3,428 | $38.7 萬 | 0.02% | −225−6.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3,426 | $38.8 萬 | 0.00% | +533+18.4% | 加碼 |
| GPS Wealth Strategies Group, LLC | 3,436 | $38.8 萬 | 0.07% | +611+21.6% | 加碼 |
| MMBG Investment Advisors Co. | 3,450 | $39.0 萬 | 0.05% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 3,480 | $39.3 萬 | 0.03% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 3,494 | $39.5 萬 | 0.00% | +68+2.0% | 加碼 |
| Drake & Associates, LLC | 3,497 | $39.5 萬 | 0.18% | −20−0.6% | 減碼 |
| KFG Wealth Management, LLC | 3,507 | $39.6 萬 | 0.22% | +439+14.3% | 加碼 |
| Cannell Peter B & Co Inc | 3,523 | $39.8 萬 | 0.01% | 00.0% | 不變 |
| Sentry Investment Management LLC | 3,540 | $40.0 萬 | 0.19% | −927−20.8% | 減碼 |
| HF Advisory Group, LLC | 3,460 | $40.0 萬 | 0.30% | +161+4.9% | 加碼 |
| Financial Planning & Information Services, Inc. | 3,548 | $40.1 萬 | 0.07% | 00.0% | 不變 |
| Heritage Wealth Advisors | 3,550 | $40.1 萬 | 0.02% | −278−7.3% | 減碼 |
| Epiq Partners, LLC | 3,586 | $40.5 萬 | 0.31% | 00.0% | 不變 |
| Symmetry Partners, LLC | 3,645 | $41.2 萬 | 0.02% | −1,000−21.5% | 減碼 |
| AtonRa Partners | 3,653 | $41.3 萬 | 0.87% | −598−14.1% | 減碼 |
| Stephenson National Bank & Trust | 3,695 | $41.7 萬 | 0.23% | −383−9.4% | 減碼 |
| Parkside Financial Bank & Trust | 3,724 | $42.1 萬 | 0.10% | +117+3.2% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,366 | $42.5 萬 | 0.10% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 3,768 | $42.6 萬 | 0.04% | +78+2.1% | 加碼 |