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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 8,180 | $108.7 萬 | 0.04% | +401+5.2% | 加碼 |
| Synergy Financial Management, LLC | 8,195 | $108.9 萬 | 0.19% | −867−9.6% | 減碼 |
| Regal Investment Advisors LLC | 8,225 | $109.3 萬 | 0.08% | −39−0.5% | 減碼 |
| Gould Capital, LLC | 8,255 | $109.7 萬 | 0.80% | −155−1.8% | 減碼 |
| SRS Capital Advisors, Inc. | 8,325 | $110.6 萬 | 0.12% | +1,110+15.4% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 8,328 | $110.6 萬 | 0.49% | +680+8.9% | 加碼 |
| Stratos Wealth Partners, LTD. | 8,348 | $110.9 萬 | 0.02% | −15−0.2% | 減碼 |
| Versor Investments LP | 8,388 | $111.4 萬 | 0.23% | +1,463+21.1% | 加碼 |
| Addison Advisors LLC | 8,397 | $111.5 萬 | 0.43% | −679−7.5% | 減碼 |
| Granite Investment Partners, LLC | 8,440 | $112.1 萬 | 0.04% | 00.0% | 不變 |
| NEOS Investment Management LLC | 8,493 | $112.8 萬 | 0.11% | +1,804+27.0% | 加碼 |
| Grimes & Company, Inc. | 8,514 | $113.1 萬 | 0.04% | −32−0.4% | 減碼 |
| Mitchell Capital Management Co | 8,522 | $113.2 萬 | 0.24% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 8,611 | $114.4 萬 | 0.04% | +8,611 | 新進 |
| Lebenthal Global Advisors, LLC | 8,653 | $114.9 萬 | 0.27% | +672+8.4% | 加碼 |
| Archford Capital Strategies, LLC | 8,657 | $115.0 萬 | 0.21% | +719+9.1% | 加碼 |
| Green Harvest Asset Management LLC | 8,680 | $115.3 萬 | 0.03% | +58+0.7% | 加碼 |
| Qtron Investments LLC | 8,700 | $115.6 萬 | 0.19% | +876+11.2% | 加碼 |
| Cutler Group LP | 8,719 | $115.8 萬 | 0.16% | +3,859+79.4% | 加碼 |
| Freestone Capital Holdings, LLC | 8,730 | $116.0 萬 | 0.05% | −20−0.2% | 減碼 |
| Groupama Asset Managment | 8,734 | $116.1 萬 | 0.03% | +8,734 | 新進 |
| Wayfinding Financial, LLC | 8,773 | $116.5 萬 | 0.79% | −46−0.5% | 減碼 |
| Guardian Capital LP | 8,810 | $117.0 萬 | 0.04% | −150−1.7% | 減碼 |
| Key Financial Inc | 8,812 | $117.1 萬 | 0.32% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 8,818 | $117.1 萬 | 0.03% | −186−2.1% | 減碼 |
| Lederer & Associates Investment Counsel | 8,889 | $118.1 萬 | 0.87% | −152−1.7% | 減碼 |
| Washington Trust Co | 8,893 | $118.1 萬 | 0.05% | −130−1.4% | 減碼 |
| Horizon Investments, LLC | 8,938 | $118.7 萬 | 0.03% | +569+6.8% | 加碼 |
| Arcataur Capital Management LLC | 8,939 | $118.7 萬 | 0.45% | −962−9.7% | 減碼 |
| Secure Asset Management, LLC | 8,996 | $119.5 萬 | 0.32% | +377+4.4% | 加碼 |
| Pearl River Capital, LLC | 9,025 | $119.9 萬 | 0.19% | +2,221+32.6% | 加碼 |
| GAMMA Investing LLC | 8,457 | $120.0 萬 | 0.32% | +8,457 | 新進 |
| USA Financial Portformulas Corp | 9,040 | $120.1 萬 | 0.21% | −11,411−55.8% | 減碼 |
| Knollwood Investment Advisory, LLC | 9,050 | $120.2 萬 | 0.25% | +9,050 | 新進 |
| Brown Brothers Harriman & Co | 9,111 | $121.0 萬 | 0.01% | −893−8.9% | 減碼 |
| Man Group plc | 9,133 | $121.3 萬 | 0.00% | – | – |
| Moody National Bank Trust Division | 9,157 | $121.6 萬 | 0.09% | −8,274−47.5% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,163 | $121.7 萬 | 0.04% | +105+1.2% | 加碼 |
| Meeder Advisory Services, Inc. | 9,223 | $122.5 萬 | 0.14% | +173+1.9% | 加碼 |
| MAI Capital Management | 9,253 | $122.9 萬 | 0.02% | −107−1.1% | 減碼 |
| Intelligence Driven Advisers, LLC | 8,665 | $122.9 萬 | 0.20% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 9,371 | $124.5 萬 | 0.46% | +3,105+49.6% | 加碼 |
| Pitcairn Co | 9,406 | $124.9 萬 | 0.09% | −11−0.1% | 減碼 |
| Lester Murray Antman dba SimplyRich | 9,418 | $125.1 萬 | 0.43% | −32−0.3% | 減碼 |
| Dean Investment Associates, LLC | 9,426 | $125.2 萬 | 0.18% | −487−4.9% | 減碼 |
| Colony Group, LLC | 9,452 | $125.6 萬 | 0.02% | +9,452 | 新進 |
| Callahan Advisors, LLC | 9,485 | $126.0 萬 | 0.15% | −30−0.3% | 減碼 |
| First Interstate Bank | 9,495 | $126.1 萬 | 0.09% | +44+0.5% | 加碼 |
| Sabal Trust CO | 9,509 | $126.3 萬 | 0.08% | 00.0% | 不變 |
| Fiera Capital Corp | 9,515 | $126.4 萬 | 0.00% | −6,914−42.1% | 減碼 |
| HighPoint Advisor Group LLC | 8,060 | $126.4 萬 | 0.09% | +8,060 | 新進 |
| Global Retirement Partners, LLC | 9,232 | $126.5 萬 | 0.05% | +366+4.1% | 加碼 |
| Lionsbridge Wealth Management LLC | 9,526 | $126.5 萬 | 1.01% | −212−2.2% | 減碼 |
| V-Square Quantitative Management LLC | 9,534 | $126.6 萬 | 0.30% | +2,705+39.6% | 加碼 |
| Fiduciary Family Office, LLC | 9,541 | $126.7 萬 | 0.55% | +9,541 | 新進 |
| ExodusPoint Capital Management, LP | 9,553 | $126.9 萬 | 0.02% | −123,250−92.8% | 減碼 |
| Signature Wealth Management Group | 9,688 | $128.7 萬 | 0.59% | +9,688 | 新進 |
| Lido Advisors, LLC | 9,709 | $129.0 萬 | 0.01% | +568+6.2% | 加碼 |
| Manchester Capital Management LLC | 9,709 | $129.0 萬 | 0.17% | +53+0.5% | 加碼 |
| AIA Group Ltd | 9,756 | $129.6 萬 | 0.05% | +4,053+71.1% | 加碼 |
| Boston Partners | 9,781 | $129.9 萬 | 0.00% | −3,669−27.3% | 減碼 |
| Brevan Howard Capital Management LP | 9,809 | $130.3 萬 | 0.13% | +9,809 | 新進 |
| ICW Investment Advisors LLC | 9,809 | $130.3 萬 | 0.63% | +307+3.2% | 加碼 |
| Summit Trail Advisors, LLC | 9,816 | $130.4 萬 | 0.04% | −507−4.9% | 減碼 |
| Boston Private Wealth LLC | 9,821 | $130.5 萬 | 0.03% | +1,966+25.0% | 加碼 |
| Financial Advocates Investment Management | 9,960 | $132.3 萬 | 0.09% | +9,960 | 新進 |
| Pflug Koory, LLC | 9,965 | $132.4 萬 | 0.70% | 00.0% | 不變 |
| City Holding Co | 9,992 | $132.7 萬 | 0.21% | +1,810+22.1% | 加碼 |
| DoubleLine ETF Adviser LP | 10,058 | $133.6 萬 | 0.39% | +669+7.1% | 加碼 |
| Smithfield Trust Co | 10,061 | $133.7 萬 | 0.08% | −532−5.0% | 減碼 |
| Dorchester Wealth Management Co | 10,152 | $134.9 萬 | 0.25% | −425−4.0% | 減碼 |
| NBC Securities, Inc. | 10,170 | $135.0 萬 | 0.14% | +2,673+35.7% | 加碼 |
| Clearstead Advisors, LLC | 10,180 | $135.2 萬 | 0.07% | +205+2.1% | 加碼 |
| La Banque Postale Asset Management SA | 10,181 | $135.2 萬 | 0.03% | −41,440−80.3% | 減碼 |
| Wahed Invest LLC | 10,209 | $135.6 萬 | 0.38% | +655+6.9% | 加碼 |
| Koshinski Asset Management, Inc. | 10,244 | $136.1 萬 | 0.21% | +3,713+56.9% | 加碼 |
| Central Valley Advisors, LLC | 10,245 | $136.1 萬 | 0.80% | +10,245 | 新進 |
| Johnson Investment Counsel Inc | 10,275 | $136.5 萬 | 0.02% | +232+2.3% | 加碼 |
| Avantax Advisory Services, Inc. | 10,288 | $136.7 萬 | 0.01% | +75+0.7% | 加碼 |
| Darwin Advisors, LLC | 10,310 | $137.0 萬 | 0.37% | −813−7.3% | 減碼 |
| Palumbo Wealth Management LLC | 10,389 | $138.0 萬 | 0.71% | +491+5.0% | 加碼 |
| Montecito Bank & Trust | 10,391 | $138.0 萬 | 0.30% | +61+0.6% | 加碼 |
| Jacobi Capital Management LLC | 10,394 | $138.1 萬 | 0.14% | +295+2.9% | 加碼 |
| Oak Thistle LLC | 10,519 | $139.7 萬 | 0.40% | −2,909−21.7% | 減碼 |
| WealthShield Partners, LLC | 10,650 | $141.5 萬 | 0.23% | −826−7.2% | 減碼 |
| Magnetar Financial LLC | 10,665 | $141.7 萬 | 0.04% | −20,509−65.8% | 減碼 |
| Ifrah Financial Services, Inc. | 10,690 | $142.0 萬 | 0.42% | −748−6.5% | 減碼 |
| Bartlett & Co. LLC | 10,670 | $142.3 萬 | 0.02% | +365+3.5% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 10,670 | $142.3 萬 | 0.02% | +365+3.5% | 加碼 |
| Duncker Streett & Co Inc | 10,834 | $143.9 萬 | 0.30% | −1,000−8.5% | 減碼 |
| Palouse Capital Management, Inc. | 10,866 | $144.3 萬 | 1.02% | −26−0.2% | 減碼 |
| WCG Wealth Advisors LLC | 10,880 | $144.5 萬 | 0.11% | −1,351−11.0% | 減碼 |
| Analyst IMS Investment Management Services Ltd. | 10,928 | $145.2 萬 | 0.08% | 00.0% | 不變 |
| Grant/GrossMendelsohn, LLC | 10,285 | $145.4 萬 | 0.60% | 00.0% | 不變 |
| Bray Capital Advisors | 11,008 | $146.2 萬 | 0.40% | −90−0.8% | 減碼 |
| Moloney Securities Asset Management, LLC | 11,095 | $147.4 萬 | 0.24% | +365+3.4% | 加碼 |
| AdvisorNet Financial, Inc | 11,170 | $148.4 萬 | 0.14% | +910+8.9% | 加碼 |
| Delphi Management Inc | 11,175 | $148.4 萬 | 1.36% | −419−3.6% | 減碼 |
| EP Wealth Advisors, LLC | 11,206 | $148.9 萬 | 0.02% | −905−7.5% | 減碼 |
| Prelude Capital Management, LLC | 11,222 | $149.1 萬 | 0.13% | +1,043+10.2% | 加碼 |