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 |
|---|---|---|---|---|---|
| ORG Partners LLC | 2,682 | $35.6 萬 | 0.06% | +421+18.6% | 加碼 |
| Salem Investment Counselors Inc | 2,707 | $36.0 萬 | 0.01% | +160+6.3% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,729 | $36.3 萬 | 0.02% | +35+1.3% | 加碼 |
| Y.D. More Investments Ltd | 2,743 | $36.4 萬 | 0.07% | +421+18.1% | 加碼 |
| BSW Wealth Partners | 2,745 | $36.5 萬 | 0.07% | +178+6.9% | 加碼 |
| Enterprise Financial Services Corp | 2,766 | $36.7 萬 | 0.22% | +830+42.9% | 加碼 |
| Advisors Capital Management, LLC | 2,770 | $36.8 萬 | 0.01% | −191−6.5% | 減碼 |
| Nebula Research & Development LLC | 2,771 | $36.8 萬 | 0.11% | −5,002−64.4% | 減碼 |
| Sheets Smith Wealth Management | 2,775 | $36.9 萬 | 0.05% | +2,775 | 新進 |
| Gilliland Jeter Wealth Management LLC | 2,776 | $36.9 萬 | 0.15% | +2,776 | 新進 |
| Colonial Trust Co | 2,781 | $36.9 萬 | 0.08% | −10−0.4% | 減碼 |
| Greatmark Investment Partners, Inc. | 2,785 | $37.0 萬 | 0.06% | −525−15.9% | 減碼 |
| Congress Wealth Management LLC | 2,785 | $37.0 萬 | 0.01% | +822+41.9% | 加碼 |
| Neumann Capital Management, LLC | 2,790 | $37.1 萬 | 0.15% | +2,790 | 新進 |
| CRA Financial Services, LLC | 2,843 | $37.8 萬 | 0.09% | 00.0% | 不變 |
| Paradigm Asset Management Co LLC | 2,900 | $38.5 萬 | 0.10% | 00.0% | 不變 |
| Stock Yards Bank & Trust Co | 2,902 | $38.6 萬 | 0.01% | −394−12.0% | 減碼 |
| Pegasus Partners Ltd. | 2,921 | $38.8 萬 | 0.05% | 00.0% | 不變 |
| Carlson Capital Management | 2,921 | $38.8 萬 | 0.02% | +237+8.8% | 加碼 |
| Long Run Wealth Advisors, LLC | 2,943 | $39.1 萬 | 0.11% | −46−1.5% | 減碼 |
| TD Private Client Wealth LLC | 2,949 | $39.2 萬 | 0.01% | +458+18.4% | 加碼 |
| Financial Counselors Inc | 2,951 | $39.2 萬 | 0.01% | −365−11.0% | 減碼 |
| Great Lakes Advisors, LLC | 2,978 | $39.6 萬 | 0.00% | −10,221−77.4% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,990 | $39.7 萬 | 0.04% | 00.0% | 不變 |
| Waypoint Capital Advisors, LLC | 3,000 | $39.9 萬 | 0.12% | 00.0% | 不變 |
| Whittier Trust Co of Nevada Inc | 3,011 | $40.0 萬 | 0.01% | +4+0.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,042 | $40.4 萬 | 0.04% | −213−6.5% | 減碼 |
| Wambolt & Associates, LLC | 3,044 | $40.4 萬 | 0.13% | 00.0% | 不變 |
| Forte Capital LLC | 3,047 | $40.5 萬 | 0.06% | −116−3.7% | 減碼 |
| King Luther Capital Management Corp | 3,055 | $40.6 萬 | 0.00% | +3,055 | 新進 |
| AtonRa Partners | 3,060 | $40.6 萬 | 0.81% | −593−16.2% | 減碼 |
| Optas, LLC | 3,069 | $40.8 萬 | 0.12% | −58−1.9% | 減碼 |
| Epic Trust Investment Advisors, LLC | 3,071 | $40.8 萬 | 0.55% | +183+6.3% | 加碼 |
| Schmidt P J Investment Management Inc | 2,888 | $40.8 萬 | 0.08% | −40−1.4% | 減碼 |
| Riverbridge Partners LLC | 3,080 | $40.9 萬 | 0.01% | 00.0% | 不變 |
| Keebeck Alpha, LP | 3,088 | $41.0 萬 | 0.32% | +3,088 | 新進 |
| Teza Capital Management LLC | 3,095 | $41.1 萬 | 0.07% | −40,658−92.9% | 減碼 |
| Pointe Capital Management LLC | 3,111 | $41.3 萬 | 0.29% | +46+1.5% | 加碼 |
| Capula Management Ltd | 3,111 | $41.3 萬 | 0.03% | +3,111 | 新進 |
| Apeiron RIA LLC | 3,112 | $41.3 萬 | 0.13% | −105−3.3% | 減碼 |
| Atlantic Trust, LLC | 3,125 | $41.5 萬 | 0.11% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 3,138 | $41.7 萬 | 0.16% | +110+3.6% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 3,148 | $41.8 萬 | 0.14% | −1,124−26.3% | 減碼 |
| Red Door Wealth Management, LLC | 3,179 | $42.2 萬 | 0.09% | −55−1.7% | 減碼 |
| Cowa, LLC | 3,185 | $42.3 萬 | 0.26% | 00.0% | 不變 |
| Invesco, LLC | 3,192 | $42.4 萬 | 0.20% | −51−1.6% | 減碼 |
| Sentry Investment Management LLC | 3,197 | $42.5 萬 | 0.18% | −343−9.7% | 減碼 |
| Marotta Asset Management | 3,200 | $42.5 萬 | 0.09% | 00.0% | 不變 |
| Allworth Financial LP | 3,200 | $42.5 萬 | 0.00% | +380+13.5% | 加碼 |
| Wright Investors Service Inc | 3,211 | $42.7 萬 | 0.12% | −21−0.6% | 減碼 |
| Naples Global Advisors, LLC | 3,211 | $42.7 萬 | 0.05% | −47−1.4% | 減碼 |
| Ritholtz Wealth Management | 3,214 | $42.7 萬 | 0.02% | +230+7.7% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 3,226 | $42.9 萬 | 0.11% | −806−20.0% | 減碼 |
| World Equity Group, Inc. | 3,236 | $43.0 萬 | 0.09% | −846−20.7% | 減碼 |
| Becker Capital Management Inc | 3,240 | $43.0 萬 | 0.02% | −167−4.9% | 減碼 |
| Matisse Capital | 3,248 | $43.1 萬 | 0.23% | 00.0% | 不變 |
| MONECO Advisors, LLC | 3,268 | $43.4 萬 | 0.08% | +268+8.9% | 加碼 |
| Smartleaf Asset Management LLC | 3,313 | $43.5 萬 | 0.12% | +3,313 | 新進 |
| Wallace Advisory Group, LLC | 3,869 | $43.7 萬 | 0.34% | −439−10.2% | 減碼 |
| Fidelis Capital Partners, LLC | 3,295 | $43.8 萬 | 0.10% | +746+29.3% | 加碼 |
| Ironsides Asset Advisors, LLC | 3,310 | $44.0 萬 | 0.19% | −715−17.8% | 減碼 |
| Boston Financial Mangement LLC | 3,318 | $44.1 萬 | 0.01% | −8−0.2% | 減碼 |
| Geller Advisors LLC | 3,363 | $44.7 萬 | 0.04% | +22+0.7% | 加碼 |
| Waldron Private Wealth LLC | 3,379 | $44.9 萬 | 0.02% | −49−1.4% | 減碼 |
| Cookson Peirce & Co Inc | 3,381 | $44.9 萬 | 0.03% | +19+0.6% | 加碼 |
| Symmetry Partners, LLC | 3,387 | $45.2 萬 | 0.02% | −258−7.1% | 減碼 |
| iA Global Asset Management Inc. | 3,413 | $45.3 萬 | 0.01% | −4,717−58.0% | 減碼 |
| JGP Wealth Management, LLC | 3,437 | $45.7 萬 | 0.07% | +474+16.0% | 加碼 |
| MMBG Investment Advisors Co. | 3,450 | $45.8 萬 | 0.05% | 00.0% | 不變 |
| Foster & Motley Inc | 3,454 | $45.9 萬 | 0.03% | −548−13.7% | 減碼 |
| Symmetry Investments LP | 3,472 | $46.1 萬 | 0.08% | +688+24.7% | 加碼 |
| Pensionmark Financial Group, LLC | 3,473 | $46.1 萬 | 0.06% | +3,473 | 新進 |
| Moody Lynn & Lieberson, LLC | 3,480 | $46.2 萬 | 0.04% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 3,495 | $46.4 萬 | 0.23% | −450−11.4% | 減碼 |
| Chicago Capital, LLC | 3,496 | $46.4 萬 | 0.02% | +3,496 | 新進 |
| Holderness Investments Co | 3,500 | $46.5 萬 | 0.13% | +1,205+52.5% | 加碼 |
| Empower Advisory Group, LLC | 3,504 | $46.5 萬 | 0.00% | +10+0.3% | 加碼 |
| Cannell Peter B & Co Inc | 3,523 | $46.8 萬 | 0.01% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 3,544 | $47.1 萬 | 0.03% | +183+5.4% | 加碼 |
| Financial Planning & Information Services, Inc. | 3,548 | $47.1 萬 | 0.07% | 00.0% | 不變 |
| Heritage Wealth Advisors | 3,550 | $47.2 萬 | 0.02% | 00.0% | 不變 |
| Epiq Partners, LLC | 3,586 | $47.6 萬 | 0.34% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 3,595 | $47.8 萬 | 0.08% | +241+7.2% | 加碼 |
| Stonebridge Capital Advisors LLC | 3,607 | $47.9 萬 | 0.05% | +344+10.5% | 加碼 |
| Parkside Financial Bank & Trust | 3,662 | $48.6 萬 | 0.09% | −62−1.7% | 減碼 |
| Silver Oak Securities, Inc | 3,664 | $48.7 萬 | 0.07% | +1,206+49.1% | 加碼 |
| Parallel Advisors, LLC | 3,689 | $49.0 萬 | 0.01% | −240−6.1% | 減碼 |
| Quadcap Wealth Management, LLC | 3,689 | $49.0 萬 | 0.13% | +3,689 | 新進 |
| Quotient Wealth Partners, LLC | 3,693 | $49.1 萬 | 0.02% | +3,693 | 新進 |
| Flagship Harbor Advisors, LLC | 3,732 | $49.6 萬 | 0.04% | −36−1.0% | 減碼 |
| Citadel Investment Advisory, Inc. | 3,740 | $49.7 萬 | 0.31% | −232−5.8% | 減碼 |
| Copperleaf Capital, LLC | 3,747 | $49.8 萬 | 0.51% | −221−5.6% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 3,759 | $49.9 萬 | 0.12% | +3,759 | 新進 |
| Stephenson National Bank & Trust | 3,772 | $50.1 萬 | 0.25% | +77+2.1% | 加碼 |
| HF Advisory Group, LLC | 3,793 | $50.4 萬 | 0.32% | +333+9.6% | 加碼 |
| Santori & Peters | 3,794 | $50.4 萬 | 0.24% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 3,804 | $50.5 萬 | 0.07% | +3,804 | 新進 |
| Alpha Family Trust | 3,805 | $50.5 萬 | 0.34% | 00.0% | 不變 |
| Accent Capital Management, LLC | 3,839 | $51.0 萬 | 0.40% | +3,839 | 新進 |
| Madrona Financial Services, LLC | 3,860 | $51.3 萬 | 0.20% | 00.0% | 不變 |