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 |
|---|---|---|---|---|---|
| Maverick Capital Ltd大師Maverick 資本 | 5,087 | $57.5 萬 | 0.01% | −3,169−38.4% | 減碼 |
| Chesapeake Wealth Management | 5,023 | $56.7 萬 | 0.24% | −452−8.3% | 減碼 |
| Change Path, LLC | 4,967 | $56.2 萬 | 0.04% | −2,450−33.0% | 減碼 |
| Principle Wealth Partners LLC | 4,963 | $56.1 萬 | 0.06% | 00.0% | 不變 |
| Baader Bank INC | 4,961 | $55.8 萬 | 0.05% | +4,961 | 新進 |
| Ellis Investment Partners, LLC | 4,930 | $55.7 萬 | 0.14% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 4,912 | $55.5 萬 | 0.04% | +1,635+49.9% | 加碼 |
| Mutual Advisors, LLC | 4,903 | $55.4 萬 | 0.02% | −1,008−17.1% | 減碼 |
| Eqis Capital Management, Inc. | 4,877 | $55.1 萬 | 0.07% | −990−16.9% | 減碼 |
| Cutler Group LP | 4,860 | $54.8 萬 | 0.09% | −10,452−68.3% | 減碼 |
| Evergreen Capital Management LLC | 4,826 | $54.5 萬 | 0.02% | −219−4.3% | 減碼 |
| Wallace Advisory Group, LLC | 4,308 | $54.3 萬 | 0.39% | −208−4.6% | 減碼 |
| Paragon Capital Management Ltd | 4,800 | $54.2 萬 | 0.12% | 00.0% | 不變 |
| Unique Wealth, LLC | 4,748 | $53.6 萬 | 0.22% | +2,824+146.8% | 加碼 |
| Oppenheimer & Co Inc | 4,730 | $53.4 萬 | 0.01% | −30−0.6% | 減碼 |
| Sigma Planning Corp | 4,682 | $52.9 萬 | 0.02% | +4,682 | 新進 |
| Roberts Glore & Co Inc | 4,666 | $52.7 萬 | 0.17% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 4,660 | $52.6 萬 | 0.11% | +578+14.2% | 加碼 |
| 1st Source Bank | 4,655 | $52.6 萬 | 0.04% | +80+1.7% | 加碼 |
| Boothbay Fund Management, LLC | 4,653 | $52.6 萬 | 0.02% | +4,653 | 新進 |
| Cascade Investment Group, Inc. | 4,641 | $52.4 萬 | 0.49% | +24+0.5% | 加碼 |
| Capital Investment Advisors, LLC | 4,634 | $52.3 萬 | 0.01% | −677−12.7% | 減碼 |
| Vista Investment Management | 4,624 | $52.2 萬 | 0.27% | −307−6.2% | 減碼 |
| St Germain D J Co Inc | 4,618 | $52.2 萬 | 0.03% | −17−0.4% | 減碼 |
| Evergreen Wealth Solutions, LLC | 4,616 | $52.1 萬 | 0.53% | −188−3.9% | 減碼 |
| GM Advisory Group, Inc. | 4,613 | $52.1 萬 | 0.04% | 00.0% | 不變 |
| Foundations Investment Advisors, LLC | 4,595 | $51.9 萬 | 0.02% | +107+2.4% | 加碼 |
| Continuum Advisory, LLC | 4,595 | $51.9 萬 | 0.08% | +503+12.3% | 加碼 |
| Intellectus Partners, LLC | 4,593 | $51.9 萬 | 0.16% | +498+12.2% | 加碼 |
| Transamerica Financial Advisors, Inc. | 4,580 | $51.8 萬 | 0.07% | −616−11.9% | 減碼 |
| Rollins Financial | 4,577 | $51.7 萬 | 0.13% | +4,577 | 新進 |
| Tributary Capital Management, LLC | 4,575 | $51.7 萬 | 0.05% | −100−2.1% | 減碼 |
| Legacy Wealth Asset Management, LLC | 4,561 | $51.5 萬 | 0.19% | +17+0.4% | 加碼 |
| Condor Capital Management | 4,504 | $50.9 萬 | 0.06% | +10+0.2% | 加碼 |
| UniSuper Management Pty Ltd | 4,500 | $50.8 萬 | 0.01% | +100+2.3% | 加碼 |
| Caldwell Trust Co | 4,483 | $50.6 萬 | 0.07% | 00.0% | 不變 |
| MQS Management LLC | 4,450 | $50.3 萬 | 0.31% | +4,450 | 新進 |
| Crumly & Associates Inc. | 4,448 | $50.2 萬 | 0.20% | −31−0.7% | 減碼 |
| NorthRock Partners, LLC | 4,443 | $50.2 萬 | 0.05% | +350+8.6% | 加碼 |
| Mystic Asset Management, Inc. | 4,391 | $49.6 萬 | 0.28% | −410−8.5% | 減碼 |
| KCS Wealth Advisory | 4,389 | $49.6 萬 | 0.21% | −13−0.3% | 減碼 |
| Herr Investment Group LLC | 4,376 | $49.4 萬 | 0.15% | 00.0% | 不變 |
| Principal Street Partners, LLC | 4,331 | $48.9 萬 | 0.10% | −2,237−34.1% | 減碼 |
| Penbrook Management LLC | 4,330 | $48.9 萬 | 0.36% | 00.0% | 不變 |
| Transcend Wealth Collective, LLC | 4,315 | $48.7 萬 | 0.05% | −1,515−26.0% | 減碼 |
| Hilltop Holdings Inc. | 4,314 | $48.7 萬 | 0.06% | −210−4.6% | 減碼 |
| Retirement Planning Co of New England, Inc. | 4,300 | $48.6 萬 | 0.27% | −325−7.0% | 減碼 |
| Citizens National Bank Trust Department | 4,300 | $48.6 萬 | 0.13% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 4,280 | $48.3 萬 | 0.11% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 4,272 | $48.3 萬 | 0.17% | +27+0.6% | 加碼 |
| ERn Financial, LLC | 4,254 | $48.1 萬 | 0.10% | +9+0.2% | 加碼 |
| Conning Inc. | 4,251 | $48.0 萬 | 0.02% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 4,250 | $48.0 萬 | 0.04% | +4,250 | 新進 |
| Boston Family Office LLC | 4,225 | $47.7 萬 | 0.04% | 00.0% | 不變 |
| Cognios Beta Neutral Large Cap Fund, LP | 4,217 | $47.6 萬 | 0.62% | +4,217 | 新進 |
| Hoylecohen, LLC | 4,215 | $47.6 萬 | 0.04% | +860+25.6% | 加碼 |
| Diametric Capital, LP | 4,204 | $47.5 萬 | 0.20% | +1,553+58.6% | 加碼 |
| Optimum Investment Advisors | 4,201 | $47.5 萬 | 0.24% | +10.0% | 加碼 |
| Opal Wealth Advisors, LLC | 4,201 | $47.5 萬 | 0.28% | +508+13.8% | 加碼 |
| Fishman Jay A Ltd | 4,180 | $47.2 萬 | 0.06% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 4,156 | $46.9 萬 | 0.09% | +259+6.6% | 加碼 |
| Argonautica Private Wealth Management, Inc | 4,128 | $46.6 萬 | 0.21% | +101+2.5% | 加碼 |
| First Heartland Consultants, Inc. | 4,089 | $46.2 萬 | 0.06% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 4,087 | $46.2 萬 | 0.19% | +169+4.3% | 加碼 |
| World Equity Group, Inc. | 4,082 | $46.1 萬 | 0.10% | −72−1.7% | 減碼 |
| KMG Fiduciary Partners, LLC | 4,080 | $46.1 萬 | 0.06% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 4,074 | $46.0 萬 | 0.13% | 00.0% | 不變 |
| Ariel Investments, LLC | 4,041 | $45.6 萬 | 0.00% | +425+11.8% | 加碼 |
| Legacy Wealth Management, LLC | 4,034 | $45.6 萬 | 0.24% | −177−4.2% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 4,032 | $45.5 萬 | 0.13% | −1,413−26.0% | 減碼 |
| Ironsides Asset Advisors, LLC | 4,025 | $45.5 萬 | 0.21% | 00.0% | 不變 |
| Foster & Motley Inc | 4,002 | $45.2 萬 | 0.04% | +76+1.9% | 加碼 |
| Bryn Mawr Trust Co | 4,000 | $45.2 萬 | 0.02% | 00.0% | 不變 |
| RBF Capital, LLC | 4,000 | $45.2 萬 | 0.03% | 00.0% | 不變 |
| Vista Capital Partners, Inc. | 4,000 | $45.2 萬 | 0.07% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 3,996 | $45.1 萬 | 0.04% | −609−13.2% | 減碼 |
| Valeo Financial Advisors, LLC | 3,995 | $45.1 萬 | 0.02% | +598+17.6% | 加碼 |
| CX Institutional | 3,992 | $45.1 萬 | 0.02% | −50−1.2% | 減碼 |
| TRUE Private Wealth Advisors | 3,983 | $45.0 萬 | 0.06% | +521+15.0% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,977 | $44.9 萬 | 0.10% | 00.0% | 不變 |
| Copperleaf Capital, LLC | 3,968 | $44.8 萬 | 0.48% | −54−1.3% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,945 | $44.6 萬 | 0.24% | −525−11.7% | 減碼 |
| Citadel Investment Advisory, Inc. | 3,972 | $44.5 萬 | 0.29% | 00.0% | 不變 |
| Parallel Advisors, LLC | 3,929 | $44.4 萬 | 0.01% | +174+4.6% | 加碼 |
| Wealthsource Partners, LLC | 3,915 | $44.2 萬 | 0.03% | +102+2.7% | 加碼 |
| KB Financial Partners, LLC | 3,882 | $43.9 萬 | 0.13% | +22+0.6% | 加碼 |
| Madrona Financial Services, LLC | 3,860 | $43.6 萬 | 0.20% | −5−0.1% | 減碼 |
| Wedmont Private Capital | 3,763 | $43.0 萬 | 0.04% | +346+10.1% | 加碼 |
| Alpha Family Trust | 3,805 | $43.0 萬 | 0.33% | 00.0% | 不變 |
| Santori & Peters | 3,794 | $42.9 萬 | 0.23% | 00.0% | 不變 |
| Wealth Alliance | 3,786 | $42.8 萬 | 0.07% | +474+14.3% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,768 | $42.6 萬 | 0.04% | +78+2.1% | 加碼 |
| Coastal Investment Advisors, Inc. | 3,366 | $42.5 萬 | 0.10% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 3,724 | $42.1 萬 | 0.10% | +117+3.2% | 加碼 |
| Stephenson National Bank & Trust | 3,695 | $41.7 萬 | 0.23% | −383−9.4% | 減碼 |
| AtonRa Partners | 3,653 | $41.3 萬 | 0.87% | −598−14.1% | 減碼 |
| Symmetry Partners, LLC | 3,645 | $41.2 萬 | 0.02% | −1,000−21.5% | 減碼 |
| Epiq Partners, LLC | 3,586 | $40.5 萬 | 0.31% | 00.0% | 不變 |
| Heritage Wealth Advisors | 3,550 | $40.1 萬 | 0.02% | −278−7.3% | 減碼 |
| Financial Planning & Information Services, Inc. | 3,548 | $40.1 萬 | 0.07% | 00.0% | 不變 |