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 |
|---|---|---|---|---|---|
| CX Institutional | 3,898 | $51.8 萬 | 0.03% | −94−2.4% | 減碼 |
| SRB Corp | 3,987 | $53.0 萬 | 0.03% | +3,987 | 新進 |
| Optimum Investment Advisors | 4,000 | $53.1 萬 | 0.27% | −201−4.8% | 減碼 |
| RBF Capital, LLC | 4,000 | $53.1 萬 | 0.03% | 00.0% | 不變 |
| Vista Capital Partners, Inc. | 4,000 | $53.1 萬 | 0.07% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 4,003 | $53.2 萬 | 0.04% | +7+0.2% | 加碼 |
| Wealthsource Partners, LLC | 4,006 | $53.2 萬 | 0.03% | +91+2.3% | 加碼 |
| Legacy Wealth Management, LLC | 4,034 | $53.6 萬 | 0.26% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 4,034 | $53.6 萬 | 0.10% | +57+1.4% | 加碼 |
| Fishman Jay A Ltd | 4,048 | $53.8 萬 | 0.06% | −132−3.2% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,053 | $53.8 萬 | 0.10% | +617+18.0% | 加碼 |
| Hilltop Holdings Inc. | 4,057 | $53.9 萬 | 0.06% | −257−6.0% | 減碼 |
| Lafayette Investments, Inc. | 4,074 | $54.1 萬 | 0.13% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 4,075 | $54.1 萬 | 0.24% | −225−5.2% | 減碼 |
| Maia Wealth LLC | 4,079 | $54.2 萬 | 0.22% | +4,079 | 新進 |
| KMG Fiduciary Partners, LLC | 4,080 | $54.2 萬 | 0.06% | 00.0% | 不變 |
| Transamerica Financial Advisors, Inc. | 4,085 | $54.3 萬 | 0.07% | −495−10.8% | 減碼 |
| First Heartland Consultants, Inc. | 4,089 | $54.3 萬 | 0.07% | 00.0% | 不變 |
| Larson Financial Group LLC | 4,126 | $54.8 萬 | 0.05% | +3,585+662.7% | 加碼 |
| Argonautica Private Wealth Management, Inc | 4,128 | $54.8 萬 | 0.22% | 00.0% | 不變 |
| Principal Street Partners, LLC | 4,131 | $54.9 萬 | 0.13% | −200−4.6% | 減碼 |
| Ellevest, Inc. | 4,149 | $55.1 萬 | 0.04% | +1,303+45.8% | 加碼 |
| 9258 Wealth Management, LLC | 4,156 | $55.2 萬 | 0.10% | 00.0% | 不變 |
| KFG Wealth Management, LLC | 4,185 | $55.6 萬 | 0.25% | +678+19.3% | 加碼 |
| Confluence Wealth Services, Inc. | 4,194 | $55.7 萬 | 0.06% | +1,079+34.6% | 加碼 |
| SkyOak Wealth, LLC | 4,215 | $56.0 萬 | 0.15% | −1,244−22.8% | 減碼 |
| Hoylecohen, LLC | 4,215 | $56.0 萬 | 0.05% | 00.0% | 不變 |
| Conning Inc. | 4,221 | $56.1 萬 | 0.02% | −30−0.7% | 減碼 |
| Boston Family Office LLC | 4,225 | $56.1 萬 | 0.04% | 00.0% | 不變 |
| Shelton Wealth Management, LLC | 4,265 | $56.7 萬 | 0.40% | +4,265 | 新進 |
| First National Bank & Trust Co of Newtown | 4,280 | $56.9 萬 | 0.12% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 4,281 | $56.9 萬 | 0.02% | +286+7.2% | 加碼 |
| Citizens National Bank Trust Department | 4,300 | $57.1 萬 | 0.14% | 00.0% | 不變 |
| Ariel Investments, LLC | 4,316 | $57.3 萬 | 0.01% | +275+6.8% | 加碼 |
| Skopos Labs, Inc. | 4,322 | $57.4 萬 | 0.27% | +4,322 | 新進 |
| Penbrook Management LLC | 4,330 | $57.5 萬 | 0.39% | 00.0% | 不變 |
| Meiji Yasuda Life Insurance Co | 4,336 | $57.6 萬 | 0.01% | +4,336 | 新進 |
| Vista Investment Management | 4,337 | $57.6 萬 | 0.27% | −287−6.2% | 減碼 |
| Continuum Advisory, LLC | 4,337 | $57.6 萬 | 0.08% | −258−5.6% | 減碼 |
| Two Sigma Securities, LLC | 4,347 | $57.7 萬 | 0.03% | +1,192+37.8% | 加碼 |
| Meeder Asset Management Inc | 4,347 | $57.7 萬 | 0.04% | +3,736+611.5% | 加碼 |
| St Germain D J Co Inc | 4,358 | $57.9 萬 | 0.03% | −260−5.6% | 減碼 |
| Edgestream Partners, L.P. | 4,363 | $58.0 萬 | 0.04% | +113+2.7% | 加碼 |
| Opal Wealth Advisors, LLC | 4,369 | $58.0 萬 | 0.23% | +168+4.0% | 加碼 |
| Herr Investment Group LLC | 4,376 | $58.1 萬 | 0.16% | 00.0% | 不變 |
| Old National Bancorp | 4,395 | $58.4 萬 | 0.02% | −1,960−30.8% | 減碼 |
| US Asset Management LLC | 4,413 | $58.6 萬 | 0.58% | +4,413 | 新進 |
| ERn Financial, LLC | 4,258 | $58.7 萬 | 0.11% | +4+0.1% | 加碼 |
| Outlook Wealth Advisors, LLC | 4,442 | $59.0 萬 | 0.21% | −1,006−18.5% | 減碼 |
| Thrive Wealth Management, LLC | 4,455 | $59.2 萬 | 0.13% | −1,788−28.6% | 減碼 |
| Tributary Capital Management, LLC | 4,475 | $59.4 萬 | 0.05% | −100−2.2% | 減碼 |
| Caldwell Trust Co | 4,483 | $59.6 萬 | 0.08% | 00.0% | 不變 |
| Condor Capital Management | 4,504 | $59.8 萬 | 0.06% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 4,505 | $59.8 萬 | 0.29% | +114+2.6% | 加碼 |
| Transcend Wealth Collective, LLC | 4,515 | $60.0 萬 | 0.05% | +200+4.6% | 加碼 |
| Foundations Investment Advisors, LLC | 4,194 | $60.4 萬 | 0.02% | −401−8.7% | 減碼 |
| Legacy Wealth Asset Management, LLC | 4,550 | $60.4 萬 | 0.20% | −11−0.2% | 減碼 |
| Roberts Glore & Co Inc | 4,618 | $61.3 萬 | 0.19% | −48−1.0% | 減碼 |
| Capital Asset Advisory Services LLC | 4,640 | $61.6 萬 | 0.04% | −1,213−20.7% | 減碼 |
| Cascade Investment Group, Inc. | 4,641 | $61.7 萬 | 0.50% | 00.0% | 不變 |
| 1st Source Bank | 4,655 | $61.8 萬 | 0.04% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 4,666 | $62.0 萬 | 0.05% | −211−4.3% | 減碼 |
| TRUE Private Wealth Advisors | 4,743 | $63.0 萬 | 0.08% | +760+19.1% | 加碼 |
| Capital Investment Advisors, LLC | 4,751 | $63.1 萬 | 0.02% | +117+2.5% | 加碼 |
| Baader Bank INC | 4,790 | $63.6 萬 | 0.05% | −171−3.4% | 減碼 |
| Evergreen Wealth Solutions, LLC | 4,794 | $63.7 萬 | 0.54% | +178+3.9% | 加碼 |
| Paragon Capital Management Ltd | 4,800 | $63.8 萬 | 0.13% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 4,840 | $64.3 萬 | 0.15% | −90−1.8% | 減碼 |
| Crumly & Associates Inc. | 4,843 | $64.3 萬 | 0.19% | +395+8.9% | 加碼 |
| Quadrature Capital Ltd | 4,853 | $64.5 萬 | 0.01% | +4,853 | 新進 |
| Wedmont Private Capital | 4,811 | $65.1 萬 | 0.05% | +1,048+27.9% | 加碼 |
| Chesapeake Wealth Management | 4,938 | $65.6 萬 | 0.25% | −85−1.7% | 減碼 |
| Clarius Group, LLC | 4,940 | $65.6 萬 | 0.05% | −528−9.7% | 減碼 |
| GM Advisory Group, Inc. | 4,944 | $65.7 萬 | 0.05% | +331+7.2% | 加碼 |
| Wealth Alliance | 4,950 | $65.8 萬 | 0.09% | +1,164+30.7% | 加碼 |
| Principle Wealth Partners LLC | 4,963 | $65.9 萬 | 0.06% | 00.0% | 不變 |
| Intellectus Partners, LLC | 4,978 | $66.1 萬 | 0.19% | +385+8.4% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,998 | $66.4 萬 | 0.06% | −115−2.2% | 減碼 |
| UniSuper Management Pty Ltd | 5,002 | $66.4 萬 | 0.01% | +502+11.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,048 | $67.1 萬 | 0.13% | +388+8.3% | 加碼 |
| Forbes J M & Co LLP | 5,096 | $67.7 萬 | 0.08% | 00.0% | 不變 |
| Mutual Advisors, LLC | 5,101 | $67.8 萬 | 0.02% | +198+4.0% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 5,139 | $68.3 萬 | 0.02% | −352−6.4% | 減碼 |
| Evergreen Capital Management LLC | 5,142 | $68.3 萬 | 0.03% | +316+6.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 5,149 | $68.4 萬 | 0.27% | 00.0% | 不變 |
| First American Trust, FSB | 5,230 | $69.5 萬 | 0.09% | +64+1.2% | 加碼 |
| Syon Capital LLC | 5,264 | $69.9 萬 | 0.07% | +133+2.6% | 加碼 |
| Delta Financial Group, Inc. | 5,293 | $70.3 萬 | 0.22% | 00.0% | 不變 |
| United Community Bank | 5,300 | $70.4 萬 | 0.30% | −56−1.0% | 減碼 |
| Whittier Trust Co | 5,322 | $70.7 萬 | 0.01% | −767−12.6% | 減碼 |
| Oxford Financial Group Ltd | 5,350 | $71.1 萬 | 0.05% | +3,276+158.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5,376 | $71.4 萬 | 0.00% | +1,950+56.9% | 加碼 |
| LVM Capital Management Ltd | 5,425 | $72.1 萬 | 0.09% | 00.0% | 不變 |
| CFO4Life Group, LLC | 5,429 | $72.1 萬 | 0.14% | −8−0.1% | 減碼 |
| Forum Financial Management, LP | 5,452 | $72.4 萬 | 0.01% | −392−6.7% | 減碼 |
| Strategic Investment Advisors | 5,511 | $73.2 萬 | 0.11% | −474−7.9% | 減碼 |
| Modera Wealth Management, LLC | 5,527 | $73.4 萬 | 0.01% | +84+1.5% | 加碼 |
| Smith, Moore & Co. | 5,527 | $73.4 萬 | 0.09% | +400+7.8% | 加碼 |
| Copperwynd Financial, LLC | 5,531 | $73.5 萬 | 0.29% | −20.0% | 減碼 |
| Summit Global Investments | 5,540 | $73.6 萬 | 0.05% | −481−8.0% | 減碼 |