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 |
|---|---|---|---|---|---|
| Delta Financial Group, Inc. | 5,293 | $59.8 萬 | 0.21% | +5,293 | 新進 |
| Assetmark, Inc | 5,303 | $59.9 萬 | 0.00% | +202+4.0% | 加碼 |
| Financial Insights, Inc. | 5,274 | $60.0 萬 | 0.21% | −1,568−22.9% | 減碼 |
| Lindbrook Capital, LLC | 5,338 | $60.3 萬 | 0.07% | +127+2.4% | 加碼 |
| United Community Bank | 5,356 | $60.5 萬 | 0.30% | +345+6.9% | 加碼 |
| LVM Capital Management Ltd | 5,425 | $61.3 萬 | 0.09% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 5,436 | $61.4 萬 | 0.04% | 00.0% | 不變 |
| CFO4Life Group, LLC | 5,437 | $61.4 萬 | 0.14% | −37−0.7% | 減碼 |
| Comerica Securities,inc. | 5,440 | $61.5 萬 | 0.05% | +10.0% | 加碼 |
| Modera Wealth Management, LLC | 5,443 | $61.5 萬 | 0.01% | +121+2.3% | 加碼 |
| Outlook Wealth Advisors, LLC | 5,448 | $61.5 萬 | 0.24% | +131+2.5% | 加碼 |
| SkyOak Wealth, LLC | 5,459 | $61.7 萬 | 0.18% | −246−4.3% | 減碼 |
| Clarius Group, LLC | 5,468 | $61.8 萬 | 0.06% | −1,708−23.8% | 減碼 |
| Bank of Stockton | 5,452 | $62.3 萬 | 0.23% | 00.0% | 不變 |
| Stonehage Fleming Financial Services Holdings Ltd | 5,491 | $62.3 萬 | 0.06% | −502−8.4% | 減碼 |
| Copperwynd Financial, LLC | 5,533 | $62.5 萬 | 0.29% | −170−3.0% | 減碼 |
| Tectonic Advisors LLC | 5,535 | $62.5 萬 | 0.06% | −71−1.3% | 減碼 |
| Parsons Capital Management Inc | 5,601 | $63.3 萬 | 0.05% | −270−4.6% | 減碼 |
| Shepherd Financial Partners LLC | 5,610 | $63.4 萬 | 0.10% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 5,647 | $63.8 萬 | 0.06% | +850+17.7% | 加碼 |
| Neo Ivy Capital Management | 5,668 | $64.0 萬 | 0.28% | +5,668 | 新進 |
| Wunderlich Capital Managemnt | 5,698 | $64.4 萬 | 0.32% | +280+5.2% | 加碼 |
| AIA Group Ltd | 5,703 | $64.4 萬 | 0.03% | +5,703 | 新進 |
| Cape Cod Five Cents Savings Bank | 5,750 | $65.0 萬 | 0.04% | +364+6.8% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 5,755 | $65.0 萬 | 0.06% | −29,093−83.5% | 減碼 |
| David Loasby | 5,757 | $65.0 萬 | 0.07% | −648−10.1% | 減碼 |
| Rehmann Capital Advisory Group | 5,759 | $65.1 萬 | 0.06% | +150+2.7% | 加碼 |
| Atlas Capital Advisors LLC | 5,763 | $65.1 萬 | 0.11% | 00.0% | 不變 |
| Greystone Financial Group, LLC | 5,800 | $65.5 萬 | 0.16% | −137−2.3% | 減碼 |
| Strategic Wealth Partners, Ltd. | 5,816 | $65.7 萬 | 0.09% | −167−2.8% | 減碼 |
| Integral Investment Advisors, Inc. | 5,837 | $65.9 萬 | 0.46% | +30+0.5% | 加碼 |
| Forum Financial Management, LP | 5,844 | $66.0 萬 | 0.01% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 5,819 | $66.1 萬 | 0.08% | +148+2.6% | 加碼 |
| Ballentine Partners, LLC | 5,855 | $66.1 萬 | 0.02% | −88−1.5% | 減碼 |
| Capital Asset Advisory Services LLC | 5,853 | $66.5 萬 | 0.05% | −1,197−17.0% | 減碼 |
| Semmax Financial Advisors Inc. | 5,472 | $66.5 萬 | 0.27% | +5,472 | 新進 |
| Boston Trust Walden Corp | 5,893 | $66.6 萬 | 0.01% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 5,900 | $66.6 萬 | 0.01% | −600−9.2% | 減碼 |
| Merit Financial Group, LLC | 5,973 | $67.5 萬 | 0.02% | −301−4.8% | 減碼 |
| Wintrust Investments LLC | 5,983 | $67.6 萬 | 0.07% | −166−2.7% | 減碼 |
| Strategic Investment Advisors | 5,985 | $67.6 萬 | 0.11% | −79−1.3% | 減碼 |
| Integrated Advisors Network LLC | 6,006 | $67.8 萬 | 0.04% | −123−2.0% | 減碼 |
| Summit Global Investments | 6,021 | $68.0 萬 | 0.05% | −53,724−89.9% | 減碼 |
| Investment Management Corp of Ontario | 6,044 | $68.3 萬 | 0.03% | +6,044 | 新進 |
| Kowal Investment Group, LLC | 6,088 | $68.8 萬 | 0.19% | −94−1.5% | 減碼 |
| Whittier Trust Co | 6,089 | $68.8 萬 | 0.01% | +40+0.7% | 加碼 |
| Legacy Advisors, LLC | 6,092 | $68.8 萬 | 0.11% | −734−10.8% | 減碼 |
| Savant Capital, LLC | 6,126 | $69.2 萬 | 0.01% | +286+4.9% | 加碼 |
| Radnor Capital Management, LLC | 6,124 | $69.2 萬 | 0.14% | +6,124 | 新進 |
| Eukles Asset Management | 6,164 | $69.6 萬 | 0.37% | +58+0.9% | 加碼 |
| Bowman & Co S.C. | 6,192 | $69.9 萬 | 0.56% | +520+9.2% | 加碼 |
| Thrive Wealth Management, LLC | 6,243 | $70.5 萬 | 0.19% | −1,118−15.2% | 減碼 |
| Kestra Private Wealth Services, LLC | 6,244 | $70.5 萬 | 0.02% | −453−6.8% | 減碼 |
| Oliver Lagore Vanvalin Investment Group | 6,266 | $70.8 萬 | 0.28% | +2,312+58.5% | 加碼 |
| Certified Advisory Corp | 6,338 | $71.6 萬 | 0.13% | −350−5.2% | 減碼 |
| Old National Bancorp | 6,355 | $71.8 萬 | 0.02% | −1,366−17.7% | 減碼 |
| Kingswood Wealth Advisors, LLC | 2,025 | $72.3 萬 | 0.12% | −35−1.7% | 減碼 |
| Axq Capital, LP | 6,400 | $72.3 萬 | 0.25% | +6,400 | 新進 |
| Central Bank & Trust Co | 6,468 | $73.1 萬 | 0.13% | 00.0% | 不變 |
| Kingsview Wealth Management, LLC | 6,493 | $73.3 萬 | 0.03% | +821+14.5% | 加碼 |
| Prentiss Smith & Co Inc | 6,522 | $73.7 萬 | 0.54% | +6,522 | 新進 |
| Koshinski Asset Management, Inc. | 6,531 | $73.8 萬 | 0.08% | −678−9.4% | 減碼 |
| Boston Common Asset Management, LLC | 6,538 | $73.9 萬 | 0.02% | −101−1.5% | 減碼 |
| Institute for Wealth Management, LLC. | 6,559 | $74.1 萬 | 0.14% | −294−4.3% | 減碼 |
| Cigna Investments Inc | 6,572 | $74.2 萬 | 0.17% | −856−11.5% | 減碼 |
| Townsend Asset Management Corp | 6,645 | $75.1 萬 | 0.38% | 00.0% | 不變 |
| Penserra Capital Management LLC | 6,664 | $75.1 萬 | 0.02% | −1,619−19.5% | 減碼 |
| NEOS Investment Management LLC | 6,689 | $75.6 萬 | 0.10% | +6,689 | 新進 |
| Nicolet Bankshares Inc | 6,764 | $76.4 萬 | 0.23% | −133−1.9% | 減碼 |
| Bridges Investment Management Inc | 6,775 | $76.5 萬 | 0.03% | 00.0% | 不變 |
| Bridgefront Capital, LLC | 6,781 | $76.6 萬 | 0.54% | +6,781 | 新進 |
| Wesbanco Bank Inc | 6,790 | $76.7 萬 | 0.03% | 00.0% | 不變 |
| Pearl River Capital, LLC | 6,804 | $76.9 萬 | 0.12% | −25,276−78.8% | 減碼 |
| V-Square Quantitative Management LLC | 6,829 | $77.1 萬 | 0.34% | +1,963+40.3% | 加碼 |
| VeraBank, N.A. | 6,905 | $78.0 萬 | 0.30% | −150−2.1% | 減碼 |
| Quantbot Technologies LP | 6,915 | $78.1 萬 | 0.05% | +6,915 | 新進 |
| Versor Investments LP | 6,925 | $78.2 萬 | 0.16% | +4,737+216.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 6,939 | $78.4 萬 | 0.02% | −197−2.8% | 減碼 |
| Gladstone Institutional Advisory LLC | 6,958 | $78.6 萬 | 0.05% | −708−9.2% | 減碼 |
| Schechter Investment Advisors, LLC | 6,967 | $78.7 萬 | 0.08% | +238+3.5% | 加碼 |
| Profund Advisors LLC | 6,978 | $78.8 萬 | 0.04% | −437−5.9% | 減碼 |
| Ameritas Investment Partners, Inc. | 7,036 | $79.5 萬 | 0.03% | −286−3.9% | 減碼 |
| Meritage Portfolio Management | 7,091 | $80.1 萬 | 0.06% | 00.0% | 不變 |
| Legacy Trust | 7,194 | $81.3 萬 | 0.24% | −181−2.5% | 減碼 |
| SRS Capital Advisors, Inc. | 7,215 | $81.5 萬 | 0.10% | −321−4.3% | 減碼 |
| SMART Wealth LLC | 7,219 | $81.5 萬 | 0.61% | −1,403−16.3% | 減碼 |
| Miracle Mile Advisors, LLC | 7,229 | $81.7 萬 | 0.03% | +500+7.4% | 加碼 |
| IFP Advisors, Inc | 7,239 | $81.8 萬 | 0.04% | −789−9.8% | 減碼 |
| Aspire Private Capital, LLC | 7,241 | $81.8 萬 | 0.27% | +656+10.0% | 加碼 |
| Insight Wealth Strategies, LLC | 7,249 | $81.9 萬 | 0.16% | +7,249 | 新進 |
| Abacus Planning Group, Inc. | 7,323 | $82.7 萬 | 0.20% | 00.0% | 不變 |
| Riverwater Partners LLC | 7,329 | $82.8 萬 | 0.75% | −367−4.8% | 減碼 |
| HBK Sorce Advisory LLC | 7,346 | $83.0 萬 | 0.04% | −381−4.9% | 減碼 |
| Baker Avenue Asset Management, LP | 7,369 | $83.2 萬 | 0.04% | −5,985−44.8% | 減碼 |
| Trust Asset Management LLC | 7,400 | $83.6 萬 | 0.09% | 00.0% | 不變 |
| Brookstone Capital Management | 7,494 | $83.9 萬 | 0.02% | −34−0.5% | 減碼 |
| NBC Securities, Inc. | 7,497 | $84.6 萬 | 0.09% | +7,497 | 新進 |
| Legend Financial Advisors, Inc. | 7,526 | $85.0 萬 | 0.73% | −510−6.3% | 減碼 |
| Landaas & Co | 7,548 | $85.3 萬 | 0.37% | 00.0% | 不變 |
| Spinnaker Trust | 7,566 | $85.5 萬 | 0.06% | −80−1.0% | 減碼 |