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 4 季 13F 持有人
Fiserv Inc 在 2023/12/31 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
- 1,592
- 較 2023 年第 3 季 +118 家
- 持有股數
- 5.39 億
- 較 2023 年第 3 季 −493.0 萬 (−0.9%)
- 總市值
- $715.7 億
- 較 2023 年第 3 季 +$100.4 億 (+16.3%)
- 新進機構
- 202
- 另有 548 家加碼
- 清倉機構
- 84
- 另有 619 家減碼
另有 17 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bellevue Asset Management, LLC | 1,540 | $20.5 萬 | 0.18% | 00.0% | 不變 |
| First Trust Investment Solutions L.P. | 1,540 | $20.5 萬 | 0.04% | +1,540 | 新進 |
| Park Place Capital Corp | 1,546 | $20.5 萬 | 0.08% | 00.0% | 不變 |
| KCM Investment Advisors LLC | 1,548 | $20.6 萬 | 0.01% | +1,548 | 新進 |
| Isthmus Partners, LLC | 1,558 | $20.7 萬 | 0.03% | +1,558 | 新進 |
| SeaCrest Wealth Management, LLC | 1,567 | $20.8 萬 | 0.03% | +1,567 | 新進 |
| Stonegate Investment Group, LLC | 1,580 | $21.0 萬 | 0.01% | +1,580 | 新進 |
| Onefund, LLC | 1,586 | $21.1 萬 | 0.27% | +1,586 | 新進 |
| Psagot Value Holdings Ltd. / (Israel) | 1,580 | $21.1 萬 | 0.10% | −435−21.6% | 減碼 |
| Washington Trust Advisors, Inc. | 1,590 | $21.1 萬 | 0.02% | +6+0.4% | 加碼 |
| Phillips Wealth Planners LLC | 1,538 | $21.2 萬 | 0.26% | +1,538 | 新進 |
| Alta Advisers Ltd | 1,600 | $21.3 萬 | 0.11% | 00.0% | 不變 |
| All Terrain Financial Advisors, LLC | 1,600 | $21.3 萬 | 0.10% | +1,600 | 新進 |
| Prevail Innovative Wealth Advisors, LLC | 1,600 | $21.3 萬 | 0.10% | +1,600 | 新進 |
| J.W. Cole Advisors, Inc. | 1,601 | $21.3 萬 | 0.01% | +1,601 | 新進 |
| Vision Capital Management, Inc. | 1,602 | $21.3 萬 | 0.03% | +1,602 | 新進 |
| WoodTrust Financial Corp | 1,602 | $21.3 萬 | 0.04% | −300−15.8% | 減碼 |
| 1858 Wealth Management, LLC | 1,606 | $21.3 萬 | 0.20% | +1,606 | 新進 |
| O'Dell Group, LLC | 1,608 | $21.4 萬 | 0.06% | +1,608 | 新進 |
| 25 LLC | 1,608 | $21.4 萬 | 0.11% | +1,608 | 新進 |
| Security Financial Services, INC. | 1,631 | $21.7 萬 | 0.05% | +1,631 | 新進 |
| Maxwell Wealth Strategies Inc. | 1,635 | $21.7 萬 | 0.14% | +1,635 | 新進 |
| State of Wyoming | 1,655 | $22.0 萬 | 0.04% | +1,401+551.6% | 加碼 |
| Old Second National Bank of Aurora | 1,670 | $22.2 萬 | 0.06% | 00.0% | 不變 |
| Rockland Trust Co | 1,672 | $22.2 萬 | 0.01% | +1,672 | 新進 |
| Richwood Investment Advisors, LLC | 1,675 | $22.3 萬 | 0.21% | +1,675 | 新進 |
| Portside Wealth Group, LLC | 1,676 | $22.3 萬 | 0.04% | +1,676 | 新進 |
| Boomfish Wealth Group, LLC | 1,678 | $22.3 萬 | 0.16% | +1,678 | 新進 |
| Advanced Asset Management Advisors Inc | 1,680 | $22.3 萬 | 0.05% | −100−5.6% | 減碼 |
| Inspire Trust Co, N.A. | 1,689 | $22.4 萬 | 0.23% | +1,689 | 新進 |
| Union Savings Bank | 1,700 | $22.6 萬 | 0.13% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 1,700 | $22.6 萬 | 0.14% | +1,700 | 新進 |
| Nicholas Hoffman & Company, LLC. | 1,704 | $22.6 萬 | 0.01% | +1,704 | 新進 |
| Harbour Trust & Investment Management Co | 1,714 | $22.8 萬 | 0.03% | +1,714 | 新進 |
| LVZ Advisors, Inc. | 1,720 | $22.8 萬 | 0.03% | −280−14.0% | 減碼 |
| Schnieders Capital Management LLC | 1,722 | $22.9 萬 | 0.05% | +1,722 | 新進 |
| Ci Investments Inc. | 1,726 | $22.9 萬 | 0.00% | −89−4.9% | 減碼 |
| Monterey Private Wealth, Inc. | 1,733 | $23.0 萬 | 0.10% | +1,733 | 新進 |
| Jackson Creek Investment Advisors LLC | 1,740 | $23.1 萬 | 0.09% | +1,740 | 新進 |
| Mather Group, LLC. | 1,748 | $23.2 萬 | 0.00% | +1,748 | 新進 |
| Pinnacle Bancorp, Inc. | 1,752 | $23.3 萬 | 0.08% | −7−0.4% | 減碼 |
| De Burlo Group Inc | 2,063 | $23.3 萬 | 0.04% | 00.0% | 不變 |
| Cutter & CO Brokerage, Inc. | 1,778 | $23.6 萬 | 0.07% | −42−2.3% | 減碼 |
| Sugarloaf Wealth Management, LLC | 1,783 | $23.7 萬 | 0.06% | +129+7.8% | 加碼 |
| Security National Bank of Sioux City Iowa | 1,792 | $23.8 萬 | 0.18% | 00.0% | 不變 |
| Edge Capital Group, LLC | 1,816 | $24.1 萬 | 0.01% | −20−1.1% | 減碼 |
| Norris Perne & French LLP | 1,818 | $24.2 萬 | 0.02% | +1,818 | 新進 |
| Plato Investment Management Ltd | 1,826 | $24.3 萬 | 0.30% | +1,826 | 新進 |
| Lodestar Private Asset Management LLC | 1,830 | $24.3 萬 | 0.04% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 1,833 | $24.3 萬 | 0.09% | +1,833 | 新進 |
| Boit C F David | 1,850 | $24.4 萬 | 0.14% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 1,839 | $24.4 萬 | 0.00% | −20,708−91.8% | 減碼 |
| Petrus Trust Company, LTA | 1,839 | $24.4 萬 | 0.02% | 00.0% | 不變 |
| Palogic Value Management, L.P. | 1,842 | $24.5 萬 | 0.11% | +1,842 | 新進 |
| Orrstown Financial Services Inc | 1,846 | $24.5 萬 | 0.20% | +1,846 | 新進 |
| BOK Financial Private Wealth, Inc. | 1,850 | $24.6 萬 | 0.02% | 00.0% | 不變 |
| Truepoint, Inc. | 1,863 | $24.7 萬 | 0.01% | +1,863 | 新進 |
| Marcum Wealth, LLC | 1,865 | $24.8 萬 | 0.03% | −264−12.4% | 減碼 |
| Tobam | 1,864 | $24.8 萬 | 0.02% | −841−31.1% | 減碼 |
| Goldstein Advisors, LLC | 1,887 | $25.1 萬 | 0.04% | −99−5.0% | 減碼 |
| GeoWealth Management, LLC | 1,889 | $25.1 萬 | 0.02% | +1,133+149.9% | 加碼 |
| CKW Financial Group | 1,900 | $25.2 萬 | 0.03% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 1,900 | $25.2 萬 | 0.01% | −26−1.3% | 減碼 |
| Perkins Coie Trust Co | 1,901 | $25.3 萬 | 0.06% | −12−0.6% | 減碼 |
| Leonteq Securities AG | 1,901 | $25.3 萬 | 0.03% | −1,366−41.8% | 減碼 |
| CoreCap Advisors, LLC | 1,903 | $25.3 萬 | 0.02% | +1,903 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 1,906 | $25.3 萬 | 0.01% | +1,906 | 新進 |
| Strategic Blueprint, LLC | 1,913 | $25.4 萬 | 0.02% | +41+2.2% | 加碼 |
| M3 Advisory Group, LLC | 1,913 | $25.4 萬 | 0.30% | +1,913 | 新進 |
| Essex Financial Services, Inc. | 1,918 | $25.5 萬 | 0.03% | +1,918 | 新進 |
| LCNB Corp | 1,930 | $25.6 萬 | 0.10% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 1,938 | $25.7 萬 | 0.14% | 00.0% | 不變 |
| Keystone Financial Services | 1,941 | $25.8 萬 | 0.12% | −3−0.2% | 減碼 |
| Spectrum Investment Advisors, Inc. | 1,943 | $25.8 萬 | 0.20% | +1,943 | 新進 |
| Gateway Investment Advisers LLC | 1,947 | $25.9 萬 | 0.00% | −163−7.7% | 減碼 |
| Angeles Wealth Management, LLC | 1,947 | $25.9 萬 | 0.03% | +19+1.0% | 加碼 |
| Sargent Investment Group, LLC | 1,955 | $26.0 萬 | 0.06% | +10+0.5% | 加碼 |
| American Money Management, LLC | 1,963 | $26.1 萬 | 0.06% | 00.0% | 不變 |
| L2 Asset Management, LLC | 1,967 | $26.1 萬 | 0.11% | +1,524+344.0% | 加碼 |
| Everhart Financial Group, Inc. | 1,969 | $26.2 萬 | 0.09% | +111+6.0% | 加碼 |
| Old Port Advisors | 1,971 | $26.2 萬 | 0.09% | −36−1.8% | 減碼 |
| West Family Investments, Inc. | 1,982 | $26.3 萬 | 0.09% | +38+2.0% | 加碼 |
| Claro Advisors LLC | 1,984 | $26.4 萬 | 0.06% | +15+0.8% | 加碼 |
| Western Wealth Management, LLC | 1,996 | $26.5 萬 | 0.02% | +44+2.3% | 加碼 |
| Castleark Management LLC | 2,000 | $26.6 萬 | 0.01% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 2,000 | $26.6 萬 | 0.05% | 00.0% | 不變 |
| Summit Financial, LLC | 2,012 | $26.7 萬 | 0.02% | +2,012 | 新進 |
| Cypress Capital Group | 2,016 | $26.8 萬 | 0.03% | −580−22.3% | 減碼 |
| Allstate Corp | 2,027 | $26.9 萬 | 0.02% | −48−2.3% | 減碼 |
| Sigma Planning Corp | 2,032 | $27.0 萬 | 0.02% | −2,650−56.6% | 減碼 |
| Fielder Capital Group LLC | 2,043 | $27.1 萬 | 0.16% | +2,043 | 新進 |
| Fermata Advisors, LLC | 2,047 | $27.2 萬 | 0.06% | +272+15.3% | 加碼 |
| Arden Trust Co | 2,052 | $27.3 萬 | 0.04% | −112−5.2% | 減碼 |
| Proficio Capital Partners LLC | 2,059 | $27.4 萬 | 0.03% | +47+2.3% | 加碼 |
| Western Pacific Wealth Management, LP | 2,062 | $27.4 萬 | 0.20% | +95+4.8% | 加碼 |
| Physicians Financial Services, Inc. | 2,065 | $27.4 萬 | 0.10% | −150−6.8% | 減碼 |
| Prestige Wealth Management Group LLC | 2,067 | $27.5 萬 | 0.06% | +185+9.8% | 加碼 |
| Watershed Asset Management, L.L.C. | 2,071 | $27.5 萬 | 0.32% | −197−8.7% | 減碼 |
| Independence Bank of Kentucky | 2,086 | $27.7 萬 | 0.10% | +591+39.5% | 加碼 |
| Trueblood Wealth Management, LLC | 2,089 | $27.8 萬 | 0.17% | +2,089 | 新進 |