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。
2024 年第 1 季 13F 持有人
Fiserv Inc 在 2024/3/31 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
- 1,646
- 較 2023 年第 4 季 +73 家
- 持有股數
- 5.34 億
- 較 2023 年第 4 季 −460.5 萬 (−0.9%)
- 總市值
- $852.5 億
- 較 2023 年第 4 季 +$137.2 億 (+19.2%)
- 新進機構
- 176
- 另有 568 家加碼
- 清倉機構
- 103
- 另有 668 家減碼
另有 19 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 13,131 | $209.9 萬 | 0.17% | +157+1.2% | 加碼 |
| Howland Capital Management LLC | 13,158 | $210.3 萬 | 0.10% | −40.0% | 減碼 |
| CAPROCK Group, Inc. | 13,160 | $210.3 萬 | 0.12% | −11,646−46.9% | 減碼 |
| Bamco Inc | 13,213 | $211.2 萬 | 0.01% | −187−1.4% | 減碼 |
| Summit Financial Group Inc | 13,265 | $212.0 萬 | 0.75% | −50−0.4% | 減碼 |
| Mill Creek Capital Advisors, LLC | 13,330 | $213.0 萬 | 0.06% | +94+0.7% | 加碼 |
| Public Sector Pension Investment Board | 13,370 | $213.7 萬 | 0.02% | +900+7.2% | 加碼 |
| Cullen Investment Group, Ltd. | 13,504 | $213.7 萬 | 0.34% | +241+1.8% | 加碼 |
| Palumbo Wealth Management LLC | 13,388 | $214.0 萬 | 0.96% | +2,999+28.9% | 加碼 |
| Fayez Sarofim & Co | 13,444 | $214.9 萬 | 0.01% | −580−4.1% | 減碼 |
| MTM Investment Management, LLC | 13,445 | $214.9 萬 | 0.89% | −8−0.1% | 減碼 |
| Integrated Wealth Concepts LLC | 13,498 | $215.7 萬 | 0.03% | +62+0.5% | 加碼 |
| Van Leeuwen & Company, LLC | 13,576 | $217.0 萬 | 1.10% | +407+3.1% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 13,654 | $218.2 萬 | 0.12% | +717+5.5% | 加碼 |
| Signaturefd, LLC | 13,718 | $219.2 萬 | 0.05% | +158+1.2% | 加碼 |
| Veracity Capital LLC | 13,805 | $220.6 萬 | 0.86% | −541−3.8% | 減碼 |
| Wedbush Securities Inc | 13,974 | $223.3 萬 | 0.08% | +2,639+23.3% | 加碼 |
| Harrell Investment Partners, LLC | 13,979 | $223.4 萬 | 0.66% | −1,409−9.2% | 減碼 |
| Penobscot Investment Management Company, Inc. | 13,982 | $223.5 萬 | 0.24% | +750+5.7% | 加碼 |
| Davenport & Co LLC | 13,999 | $223.7 萬 | 0.01% | +524+3.9% | 加碼 |
| Portfolio Design Labs, LLC | 14,262 | $227.9 萬 | 0.77% | +14,262 | 新進 |
| Buttonwood Financial Advisors Inc. | 14,264 | $228.0 萬 | 1.07% | −407−2.8% | 減碼 |
| UniSuper Management Pty Ltd | 14,330 | $229.0 萬 | 0.02% | +9,328+186.5% | 加碼 |
| Turtle Creek Asset Management Inc. | 14,500 | $231.7 萬 | 0.06% | +2,700+22.9% | 加碼 |
| Harbor Investment Advisory, LLC | 14,584 | $233.1 萬 | 0.24% | −81−0.6% | 減碼 |
| Umb Bank N A | 14,599 | $233.3 萬 | 0.04% | −669−4.4% | 減碼 |
| Kendall Capital Management | 14,648 | $234.1 萬 | 0.81% | +485+3.4% | 加碼 |
| We Are One Seven, LLC | 14,685 | $234.7 萬 | 0.12% | −4,844−24.8% | 減碼 |
| Exchange Traded Concepts, LLC | 14,722 | $235.3 萬 | 0.06% | −5,042−25.5% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 14,841 | $237.2 萬 | 0.12% | +713+5.0% | 加碼 |
| NEOS Investment Management LLC | 14,927 | $238.6 萬 | 0.15% | +6,434+75.8% | 加碼 |
| Burney Co | 14,946 | $238.9 萬 | 0.09% | −226−1.5% | 減碼 |
| Palisade Asset Management, LLC | 15,002 | $239.8 萬 | 0.23% | 00.0% | 不變 |
| Fairbanks Capital Management, Inc. | 15,004 | $239.8 萬 | 1.65% | −2,323−13.4% | 減碼 |
| Wisconsin Capital Management LLC | 15,105 | $241.4 萬 | 1.27% | 00.0% | 不變 |
| SYSTM Wealth Solutions LLC | 15,203 | $243.0 萬 | 0.31% | +774+5.4% | 加碼 |
| Wetherby Asset Management Inc | 15,303 | $244.6 萬 | 0.12% | −139−0.9% | 減碼 |
| Fiduciary Family Office, LLC | 15,334 | $245.1 萬 | 0.96% | +5,793+60.7% | 加碼 |
| Ostrum Asset Management | 15,440 | $246.8 萬 | 0.20% | +548+3.7% | 加碼 |
| Alpine Woods Capital Investors, LLC | 16,425 | $250.8 萬 | 0.50% | −30,400−64.9% | 減碼 |
| Harbor Capital Advisors, Inc. | 15,737 | $251.5 萬 | 0.33% | −562−3.4% | 減碼 |
| Investment Management Corp of Ontario | 15,743 | $251.6 萬 | 0.07% | −4,500−22.2% | 減碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 15,809 | $252.3 萬 | 0.21% | 00.0% | 不變 |
| Arvest Investments, Inc. | 15,979 | $255.4 萬 | 0.40% | −256−1.6% | 減碼 |
| North Star Investment Management Corp. | 16,018 | $256.0 萬 | 0.18% | 00.0% | 不變 |
| Rakuten Investment Management, Inc. | 16,139 | $257.9 萬 | 0.02% | +14,648+982.4% | 加碼 |
| Squarepoint Ops LLC | 16,277 | $260.1 萬 | 0.01% | −193,027−92.2% | 減碼 |
| Man Group plc | 16,508 | $263.8 萬 | 0.01% | +7,375+80.8% | 加碼 |
| WESCAP Management Group, Inc. | 16,624 | $265.7 萬 | 0.77% | −83−0.5% | 減碼 |
| United Services Automobile Association | 16,646 | $266.0 萬 | 0.07% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 16,905 | $270.2 萬 | 0.04% | +237+1.4% | 加碼 |
| Veriti Management LLC | 16,921 | $270.4 萬 | 0.20% | +2,093+14.1% | 加碼 |
| First Horizon Advisors, Inc. | 16,951 | $270.9 萬 | 0.08% | −1,219−6.7% | 減碼 |
| Legato Capital Management LLC | 17,013 | $271.9 萬 | 0.33% | 00.0% | 不變 |
| Geneva Partners, LLC | 17,039 | $272.3 萬 | 1.20% | +17,039 | 新進 |
| Twin Capital Management Inc | 17,174 | $274.5 萬 | 0.34% | −1,589−8.5% | 減碼 |
| Magellan Asset Management Ltd | 17,175 | $274.5 萬 | 0.03% | −2,341−12.0% | 減碼 |
| Savant Capital, LLC | 17,346 | $277.2 萬 | 0.03% | +10,446+151.4% | 加碼 |
| Buckingham Strategic Wealth, LLC | 17,508 | $279.8 萬 | 0.03% | +3,141+21.9% | 加碼 |
| Wellington Management Group LLP | 17,567 | $280.8 萬 | 0.00% | −7,215−29.1% | 減碼 |
| Simplicity Wealth,LLC | 17,724 | $283.3 萬 | 0.07% | +17,724 | 新進 |
| Bleakley Financial Group, LLC | 17,775 | $284.1 萬 | 0.08% | +155+0.9% | 加碼 |
| Apollon Wealth Management, LLC | 17,857 | $285.4 萬 | 0.09% | −1,499−7.7% | 減碼 |
| Insight Wealth Strategies, LLC | 17,924 | $286.5 萬 | 0.42% | −1,467−7.6% | 減碼 |
| Atria Wealth Solutions, Inc. | 18,049 | $288.5 萬 | 0.03% | +243+1.4% | 加碼 |
| Consolidated Planning Corp | 18,076 | $288.9 萬 | 0.49% | +354+2.0% | 加碼 |
| Argyle Capital Management Inc. | 18,188 | $290.7 萬 | 1.12% | −754−4.0% | 減碼 |
| Davidson Capital Management Inc. | 18,309 | $292.6 萬 | 0.94% | +44+0.2% | 加碼 |
| Berger Financial Group, Inc | 18,315 | $292.7 萬 | 0.24% | −235−1.3% | 減碼 |
| Hall Laurie J Trustee | 18,465 | $295.1 萬 | 1.04% | +450+2.5% | 加碼 |
| Silphium Asset Management Ltd | 18,888 | $301.9 萬 | 1.56% | 00.0% | 不變 |
| Marex Group plc | 18,889 | $301.9 萬 | 0.10% | 00.0% | 不變 |
| Park Avenue Securities LLC | 18,905 | $302.1 萬 | 0.04% | +1,150+6.5% | 加碼 |
| Axxcess Wealth Management, LLC | 18,986 | $303.4 萬 | 0.09% | −7,796−29.1% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 19,045 | $304.4 萬 | 0.08% | +48+0.3% | 加碼 |
| Raymond James Trust N.A. | 19,082 | $305.0 萬 | 0.07% | +622+3.4% | 加碼 |
| Investment Research & Advisory Group, Inc. | 19,217 | $307.1 萬 | 1.42% | +1,484+8.4% | 加碼 |
| KLCM Advisors, Inc. | 19,223 | $307.2 萬 | 0.39% | −13−0.1% | 減碼 |
| Connectus Wealth, LLC | 19,258 | $307.8 萬 | 0.08% | −2,475−11.4% | 減碼 |
| Trinity Financial Advisors LLC | 19,376 | $309.7 萬 | 1.39% | 00.0% | 不變 |
| Passumpsic Savings Bank | 19,510 | $311.8 萬 | 1.99% | +19,510 | 新進 |
| Robinson Value Management, Ltd. | 19,658 | $314.2 萬 | 2.11% | −5,008−20.3% | 減碼 |
| Atlantic Edge Private Wealth Management, LLC | 19,735 | $315.4 萬 | 1.08% | +335+1.7% | 加碼 |
| Everence Capital Management Inc | 19,746 | $315.6 萬 | 0.21% | 00.0% | 不變 |
| Kentucky Retirement Systems Insurance Trust Fund | 19,807 | $316.6 萬 | 0.22% | −1,575−7.4% | 減碼 |
| Barry Investment Advisors, LLC | 19,879 | $317.7 萬 | 1.06% | −235−1.2% | 減碼 |
| Gabelli Funds LLC | 19,900 | $318.0 萬 | 0.02% | −4,000−16.7% | 減碼 |
| Catalyst Funds Management Pty Ltd | 19,940 | $318.7 萬 | 0.89% | +19,940 | 新進 |
| Private Advisor Group, LLC | 19,940 | $318.7 萬 | 0.02% | +776+4.0% | 加碼 |
| LaFleur & Godfrey LLC | 19,944 | $318.7 萬 | 0.47% | −2,160−9.8% | 減碼 |
| Altrafin AG | 20,000 | $319.6 萬 | 1.16% | 00.0% | 不變 |
| Norinchukin Bank, The | 20,030 | $320.1 萬 | 0.10% | −262−1.3% | 減碼 |
| Ellenbecker Investment Group | 20,132 | $321.7 萬 | 0.68% | 00.0% | 不變 |
| Central Trust Co | 20,143 | $321.9 萬 | 0.08% | +112+0.6% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 20,205 | $322.9 萬 | 0.23% | +20,205 | 新進 |
| Campbell Newman Asset Management Inc | 20,212 | $323.0 萬 | 0.26% | −41−0.2% | 減碼 |
| Chartwell Investment Partners, LLC | 20,217 | $323.1 萬 | 0.11% | −833−4.0% | 減碼 |
| Albert D Mason Inc | 20,263 | $323.8 萬 | 2.00% | +144+0.7% | 加碼 |
| Mission Wealth Management, LP | 20,476 | $327.2 萬 | 0.09% | +192+0.9% | 加碼 |
| Plato Investment Management Ltd | 20,507 | $327.7 萬 | 0.34% | +18,681+1,023.1% | 加碼 |