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 |
|---|---|---|---|---|---|
| David Loasby | 5,557 | $73.7 萬 | 0.08% | −200−3.5% | 減碼 |
| Meridian Wealth Management, LLC | 5,559 | $73.8 萬 | 0.05% | −6,053−52.1% | 減碼 |
| Oppenheimer & Co Inc | 5,590 | $74.3 萬 | 0.01% | +860+18.2% | 加碼 |
| Parsons Capital Management Inc | 5,601 | $74.4 萬 | 0.05% | 00.0% | 不變 |
| Machina Capital S.A.S. | 5,603 | $74.4 萬 | 0.48% | −13,926−71.3% | 減碼 |
| Shepherd Financial Partners LLC | 5,610 | $74.5 萬 | 0.11% | 00.0% | 不變 |
| Beacon Financial Group | 5,621 | $74.7 萬 | 0.09% | +2,805+99.6% | 加碼 |
| Stonebrook Private Inc. | 5,657 | $75.1 萬 | 0.25% | +5,657 | 新進 |
| Knights of Columbus Asset Advisors LLC | 5,667 | $75.3 萬 | 0.05% | −88−1.5% | 減碼 |
| Strategic Wealth Partners, Ltd. | 5,690 | $75.6 萬 | 0.09% | −126−2.2% | 減碼 |
| Unique Wealth, LLC | 5,696 | $75.7 萬 | 0.25% | +948+20.0% | 加碼 |
| Rehmann Capital Advisory Group | 5,700 | $75.7 萬 | 0.06% | −59−1.0% | 減碼 |
| Bank of Stockton | 5,452 | $75.8 萬 | 0.25% | 00.0% | 不變 |
| Klein Pavlis & Peasley Financial, Inc. | 5,706 | $75.8 萬 | 0.71% | +5,706 | 新進 |
| Wunderlich Capital Managemnt | 5,741 | $76.3 萬 | 0.34% | +43+0.8% | 加碼 |
| Integral Investment Advisors, Inc. | 5,789 | $76.9 萬 | 0.49% | −48−0.8% | 減碼 |
| Gamco Investors, Inc. Et Al | 5,800 | $77.0 萬 | 0.01% | −100−1.7% | 減碼 |
| Boston Common Asset Management, LLC | 5,804 | $77.1 萬 | 0.02% | −734−11.2% | 減碼 |
| Kingsview Wealth Management, LLC | 5,805 | $77.1 萬 | 0.02% | −688−10.6% | 減碼 |
| Voya Financial Advisors, Inc. | 5,815 | $77.6 萬 | 0.09% | −4−0.1% | 減碼 |
| Lindbrook Capital, LLC | 5,905 | $78.4 萬 | 0.08% | +567+10.6% | 加碼 |
| Integrated Advisors Network LLC | 5,929 | $78.8 萬 | 0.04% | −77−1.3% | 減碼 |
| Wintrust Investments LLC | 5,940 | $78.9 萬 | 0.08% | −43−0.7% | 減碼 |
| Tectonic Advisors LLC | 5,953 | $79.1 萬 | 0.07% | +418+7.6% | 加碼 |
| Prentiss Smith & Co Inc | 5,985 | $79.5 萬 | 0.59% | −537−8.2% | 減碼 |
| Kowal Investment Group, LLC | 5,997 | $79.7 萬 | 0.19% | −91−1.5% | 減碼 |
| Boston Trust Walden Corp | 6,018 | $79.9 萬 | 0.01% | +125+2.1% | 加碼 |
| Change Path, LLC | 6,090 | $80.9 萬 | 0.05% | +1,123+22.6% | 加碼 |
| Quadrant Capital Group LLC | 6,131 | $81.4 萬 | 0.07% | +484+8.6% | 加碼 |
| NorthRock Partners, LLC | 6,158 | $81.8 萬 | 0.03% | +1,715+38.6% | 加碼 |
| Aigen Investment Management, LP | 6,167 | $81.9 萬 | 0.15% | −1,651−21.1% | 減碼 |
| Eukles Asset Management | 6,172 | $82.0 萬 | 0.39% | +8+0.1% | 加碼 |
| Assetmark, Inc | 6,215 | $82.6 萬 | 0.00% | +912+17.2% | 加碼 |
| Equitable Holdings, Inc. | 6,228 | $82.7 萬 | 0.01% | −1,630−20.7% | 減碼 |
| Townsend Asset Management Corp | 6,245 | $83.0 萬 | 0.38% | −400−6.0% | 減碼 |
| Unique Wealth Strategies, LLC | 6,264 | $83.2 萬 | 0.55% | +6,264 | 新進 |
| Atlas Capital Advisors LLC | 6,309 | $83.8 萬 | 0.12% | +546+9.5% | 加碼 |
| Legacy Advisors, LLC | 6,329 | $84.1 萬 | 0.11% | +237+3.9% | 加碼 |
| Certified Advisory Corp | 6,338 | $84.2 萬 | 0.13% | 00.0% | 不變 |
| Financial Insights, Inc. | 6,344 | $84.3 萬 | 0.26% | +1,070+20.3% | 加碼 |
| Institute for Wealth Management, LLC. | 6,395 | $85.0 萬 | 0.14% | −164−2.5% | 減碼 |
| CoreFirst Bank & Trust | 6,400 | $85.0 萬 | 0.57% | −1,225−16.1% | 減碼 |
| Cigna Investments Inc | 6,400 | $85.1 萬 | 0.18% | −172−2.6% | 減碼 |
| Lake Street Advisors Group, LLC | 6,419 | $85.3 萬 | 0.04% | +6,419 | 新進 |
| Semmax Financial Advisors Inc. | 5,942 | $85.3 萬 | 0.31% | +470+8.6% | 加碼 |
| Empowered Funds, LLC | 6,429 | $85.4 萬 | 0.02% | +1,185+22.6% | 加碼 |
| Schechter Investment Advisors, LLC | 6,459 | $85.8 萬 | 0.07% | −508−7.3% | 減碼 |
| Central Bank & Trust Co | 6,468 | $85.9 萬 | 0.13% | 00.0% | 不變 |
| Brookstone Capital Management | 6,478 | $86.1 萬 | 0.02% | −1,016−13.6% | 減碼 |
| Level Four Advisory Services, LLC | 6,509 | $86.5 萬 | 0.05% | +1,597+32.5% | 加碼 |
| Bowman & Co S.C. | 6,555 | $87.1 萬 | 0.61% | +363+5.9% | 加碼 |
| Ballentine Partners, LLC | 6,595 | $87.6 萬 | 0.02% | +740+12.6% | 加碼 |
| Baker Avenue Asset Management, LP | 6,614 | $87.9 萬 | 0.04% | −755−10.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,669 | $88.6 萬 | 0.03% | −367−5.2% | 減碼 |
| Johnson Financial Group, Inc. | 6,713 | $89.2 萬 | 0.05% | +1,277+23.5% | 加碼 |
| Riverwater Partners LLC | 6,723 | $89.3 萬 | 0.70% | −606−8.3% | 減碼 |
| Nicolet Bankshares Inc | 6,764 | $89.9 萬 | 0.24% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 6,765 | $89.9 萬 | 0.03% | −581−7.9% | 減碼 |
| Moneta Group Investment Advisors LLC | 6,800 | $90.3 萬 | 0.02% | −139−2.0% | 減碼 |
| Aurora Investment Counsel | 8,182 | $91.1 萬 | 0.59% | −861−9.5% | 減碼 |
| Savant Capital, LLC | 6,900 | $91.7 萬 | 0.01% | +774+12.6% | 加碼 |
| RDA Financial Network | 6,904 | $91.7 萬 | 0.35% | −2,922−29.7% | 減碼 |
| VeraBank, N.A. | 6,905 | $91.7 萬 | 0.31% | 00.0% | 不變 |
| Landaas & Co | 6,928 | $92.0 萬 | 0.34% | −620−8.2% | 減碼 |
| IFP Advisors, Inc | 6,946 | $92.3 萬 | 0.04% | −293−4.0% | 減碼 |
| Brown Capital Management LLC | 7,034 | $93.4 萬 | 0.01% | −1,402−16.6% | 減碼 |
| Kestra Private Wealth Services, LLC | 7,086 | $94.1 萬 | 0.02% | +842+13.5% | 加碼 |
| Legacy Trust | 7,143 | $94.9 萬 | 0.25% | −51−0.7% | 減碼 |
| NBT Bank N A | 7,177 | $95.3 萬 | 0.07% | +2,028+39.4% | 加碼 |
| Penserra Capital Management LLC | 7,287 | $96.7 萬 | 0.02% | +623+9.3% | 加碼 |
| Miracle Mile Advisors, LLC | 7,290 | $96.8 萬 | 0.03% | +61+0.8% | 加碼 |
| Cape Investment Advisory, Inc. | 7,362 | $97.8 萬 | 0.48% | −380−4.9% | 減碼 |
| Trust Asset Management LLC | 7,400 | $98.3 萬 | 0.09% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 7,407 | $98.4 萬 | 0.21% | +84+1.1% | 加碼 |
| Sompo Asset Management Co., Ltd. | 7,430 | $98.7 萬 | 0.18% | −910−10.9% | 減碼 |
| Banque Cantonale Vaudoise | 7,474 | $99.3 萬 | 0.04% | −9,039−54.7% | 減碼 |
| Meritage Portfolio Management | 7,493 | $99.5 萬 | 0.07% | +402+5.7% | 加碼 |
| Chicago Trust Co NA | 7,502 | $99.7 萬 | 0.22% | −65−0.9% | 減碼 |
| Radnor Capital Management, LLC | 7,524 | $99.9 萬 | 0.19% | +1,400+22.9% | 加碼 |
| Legend Financial Advisors, Inc. | 7,526 | $100.0 萬 | 0.80% | 00.0% | 不變 |
| True North Advisors, LLC | 7,558 | $100.4 萬 | 0.26% | −7,500−49.8% | 減碼 |
| Spinnaker Trust | 7,566 | $100.5 萬 | 0.07% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 7,592 | $100.9 萬 | 0.30% | +351+4.8% | 加碼 |
| Stevard, LLC | 7,600 | $101.0 萬 | 1.00% | 00.0% | 不變 |
| First Nebraska Trust Co | 7,635 | $101.4 萬 | 0.12% | 00.0% | 不變 |
| Peoples Bank | 7,670 | $101.9 萬 | 0.60% | −25−0.3% | 減碼 |
| Verition Fund Management LLC | 7,824 | $103.9 萬 | 0.01% | −6,645−45.9% | 減碼 |
| Scotia Capital Inc. | 7,871 | $104.6 萬 | 0.01% | −667−7.8% | 減碼 |
| Focus Financial Network Inc | 7,875 | $104.6 萬 | 0.04% | +7,875 | 新進 |
| Alps Advisors Inc | 7,896 | $104.9 萬 | 0.01% | −403−4.9% | 減碼 |
| Jump Financial, LLC | 7,909 | $105.1 萬 | 0.03% | −9,357−54.2% | 減碼 |
| Court Place Advisors, LLC | 7,938 | $105.4 萬 | 0.35% | −640−7.5% | 減碼 |
| Merit Financial Group, LLC | 7,945 | $105.5 萬 | 0.03% | +1,972+33.0% | 加碼 |
| SMART Wealth LLC | 7,974 | $105.9 萬 | 0.58% | +755+10.5% | 加碼 |
| Anchor Capital Advisors LLC | 8,064 | $107.1 萬 | 0.03% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 8,065 | $107.1 萬 | 0.02% | +200+2.5% | 加碼 |
| Profund Advisors LLC | 8,071 | $107.2 萬 | 0.05% | +1,093+15.7% | 加碼 |
| Independent Advisor Alliance | 8,071 | $107.2 萬 | 0.04% | −9−0.1% | 減碼 |
| Dynamic Advisor Solutions LLC | 8,105 | $107.4 萬 | 0.04% | +403+5.2% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 8,139 | $108.1 萬 | 0.54% | 00.0% | 不變 |