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 |
|---|---|---|---|---|---|
| BOK Financial Private Wealth, Inc. | 1,741 | $27.8 萬 | 0.02% | −109−5.9% | 減碼 |
| Power Wealth Management LLC | 1,748 | $27.9 萬 | 0.18% | −739−29.7% | 減碼 |
| Aaron Wealth Advisors | 1,751 | $28.0 萬 | 0.04% | +1,751 | 新進 |
| Tranquilli Financial Advisor LLC | 1,754 | $28.0 萬 | 0.19% | +1,754 | 新進 |
| Independence Bank of Kentucky | 1,756 | $28.1 萬 | 0.08% | −330−15.8% | 減碼 |
| Western Pacific Wealth Management, LP | 1,757 | $28.1 萬 | 0.20% | −305−14.8% | 減碼 |
| LCNB Corp | 1,760 | $28.1 萬 | 0.10% | −170−8.8% | 減碼 |
| Catalina Capital Group, LLC | 1,766 | $28.2 萬 | 0.12% | +1,766 | 新進 |
| Icon Wealth Advisors, LLC | 1,769 | $28.3 萬 | 0.03% | +530+42.8% | 加碼 |
| Security National Bank of Sioux City Iowa | 1,770 | $28.3 萬 | 0.20% | −22−1.2% | 減碼 |
| Cutter & CO Brokerage, Inc. | 1,778 | $28.4 萬 | 0.07% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,779 | $28.4 萬 | 0.00% | +1,779 | 新進 |
| Fisher Asset Management, LLC | 1,796 | $28.7 萬 | 0.00% | −435−19.5% | 減碼 |
| Security Financial Services, INC. | 1,798 | $28.7 萬 | 0.06% | +167+10.2% | 加碼 |
| Wealth Management Associates, Inc. | 1,938 | $28.9 萬 | 0.14% | 00.0% | 不變 |
| Richard W. Paul & Associates, LLC | 1,808 | $28.9 萬 | 0.12% | −728−28.7% | 減碼 |
| Gateway Investment Advisers LLC | 1,808 | $28.9 萬 | 0.00% | −139−7.1% | 減碼 |
| First Manhattan Co | 1,810 | $28.9 萬 | 0.00% | −290−13.8% | 減碼 |
| Highlander Partners, L.P. | 1,900 | $29.0 萬 | 0.20% | +1,900 | 新進 |
| Edge Capital Group, LLC | 1,816 | $29.0 萬 | 0.01% | 00.0% | 不變 |
| Norris Perne & French LLP | 1,818 | $29.1 萬 | 0.02% | 00.0% | 不變 |
| Dearborn Partners LLC | 1,824 | $29.2 萬 | 0.01% | −721−28.3% | 減碼 |
| Berry Wealth Group, LP | 1,830 | $29.2 萬 | 0.24% | −822−31.0% | 減碼 |
| Lodestar Private Asset Management LLC | 1,830 | $29.2 萬 | 0.04% | 00.0% | 不變 |
| River Street Advisors LLC | 1,830 | $29.2 萬 | 0.20% | +1,830 | 新進 |
| Palogic Value Management, L.P. | 1,858 | $29.7 萬 | 0.13% | +16+0.9% | 加碼 |
| Marcum Wealth, LLC | 1,861 | $29.7 萬 | 0.03% | −4−0.2% | 減碼 |
| Tobam | 1,864 | $29.8 萬 | 0.03% | 00.0% | 不變 |
| Polymer Capital Management (HK) LTD | 1,874 | $30.0 萬 | 0.08% | +1,874 | 新進 |
| CKW Financial Group | 1,900 | $30.1 萬 | 0.04% | 00.0% | 不變 |
| Goldstein Advisors, LLC | 1,886 | $30.1 萬 | 0.05% | −1−0.1% | 減碼 |
| CWA Asset Management Group, LLC | 1,896 | $30.3 萬 | 0.02% | +1,896 | 新進 |
| Keystone Financial Services | 1,899 | $30.3 萬 | 0.13% | −42−2.2% | 減碼 |
| Perkins Coie Trust Co | 1,901 | $30.4 萬 | 0.07% | 00.0% | 不變 |
| WoodTrust Financial Corp | 1,908 | $30.5 萬 | 0.05% | +306+19.1% | 加碼 |
| Sugarloaf Wealth Management, LLC | 1,921 | $30.7 萬 | 0.06% | +138+7.7% | 加碼 |
| Allstate Corp | 1,924 | $30.7 萬 | 0.02% | −103−5.1% | 減碼 |
| Spectrum Investment Advisors, Inc. | 1,943 | $31.1 萬 | 0.23% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 1,949 | $31.1 萬 | 0.02% | +348+21.7% | 加碼 |
| Old Port Advisors | 1,950 | $31.2 萬 | 0.10% | −21−1.1% | 減碼 |
| American Money Management, LLC | 1,963 | $31.4 萬 | 0.07% | 00.0% | 不變 |
| Summit Financial, LLC | 1,968 | $31.5 萬 | 0.02% | −44−2.2% | 減碼 |
| Edgestream Partners, L.P. | 1,969 | $31.5 萬 | 0.02% | −2,394−54.9% | 減碼 |
| Sargent Investment Group, LLC | 1,980 | $31.6 萬 | 0.07% | +25+1.3% | 加碼 |
| West Family Investments, Inc. | 1,982 | $31.7 萬 | 0.10% | 00.0% | 不變 |
| Jacobsen Capital Management | 1,984 | $31.7 萬 | 0.15% | −128−6.1% | 減碼 |
| Delap Wealth Advisory, LLC | 1,990 | $31.8 萬 | 0.13% | +1,990 | 新進 |
| Warren Averett Asset Management, LLC | 1,992 | $31.8 萬 | 0.01% | +1,992 | 新進 |
| Baron Wealth Management LLC | 1,998 | $31.9 萬 | 0.17% | −117−5.5% | 減碼 |
| Castleark Management LLC | 2,000 | $32.0 萬 | 0.01% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 2,000 | $32.0 萬 | 0.06% | 00.0% | 不變 |
| Boit C F David | 2,150 | $32.0 萬 | 0.17% | +300+16.2% | 加碼 |
| Boston Mountain Money Management Inc | 2,006 | $32.1 萬 | 0.22% | +2,006 | 新進 |
| H&H Retirement Design & Management INC | 2,156 | $32.1 萬 | 0.21% | +2,156 | 新進 |
| Arden Trust Co | 2,012 | $32.2 萬 | 0.04% | −40−1.9% | 減碼 |
| Kaizen Financial Strategies | 2,016 | $32.2 萬 | 0.22% | −115−5.4% | 減碼 |
| Western Wealth Management, LLC | 2,017 | $32.2 萬 | 0.03% | +21+1.1% | 加碼 |
| Proequities, Inc. | 2,017 | $32.2 萬 | 0.02% | +524+35.1% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 2,021 | $32.3 萬 | 0.00% | +979+94.0% | 加碼 |
| Canandaigua National Bank & Trust Co | 2,028 | $32.4 萬 | 0.05% | −105−4.9% | 減碼 |
| Farther Finance Advisors, LLC | 2,075 | $32.9 萬 | 0.02% | +836+67.5% | 加碼 |
| Fielder Capital Group LLC | 2,062 | $33.0 萬 | 0.15% | +19+0.9% | 加碼 |
| Physicians Financial Services, Inc. | 2,065 | $33.0 萬 | 0.12% | 00.0% | 不變 |
| Cypress Capital Group | 2,069 | $33.1 萬 | 0.04% | +53+2.6% | 加碼 |
| Claro Advisors LLC | 2,076 | $33.2 萬 | 0.06% | +92+4.6% | 加碼 |
| Banque Cantonale Vaudoise | 2,084 | $33.3 萬 | 0.01% | −5,390−72.1% | 減碼 |
| L2 Asset Management, LLC | 2,089 | $33.4 萬 | 0.11% | +122+6.2% | 加碼 |
| Soltis Investment Advisors LLC | 2,092 | $33.4 萬 | 0.04% | −231−9.9% | 減碼 |
| Excalibur Management Corp | 2,094 | $33.5 萬 | 0.14% | 00.0% | 不變 |
| Gen-Wealth Partners Inc | 2,100 | $33.6 萬 | 0.17% | +2,100 | 新進 |
| Uncommon Cents Investing LLC | 2,100 | $33.6 萬 | 0.10% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 2,101 | $33.6 萬 | 0.01% | +2,101 | 新進 |
| Woodmont Investment Counsel LLC | 2,104 | $33.6 萬 | 0.03% | +2,104 | 新進 |
| Cowa, LLC | 2,109 | $33.7 萬 | 0.20% | −1,076−33.8% | 減碼 |
| Strategic Blueprint, LLC | 2,112 | $33.7 萬 | 0.02% | +199+10.4% | 加碼 |
| Keudell/Morrison Wealth Management | 2,118 | $33.8 萬 | 0.10% | +2+0.1% | 加碼 |
| Aveo Capital Partners, LLC | 2,271 | $33.9 萬 | 0.04% | −57−2.4% | 減碼 |
| CoreCap Advisors, LLC | 2,128 | $34.0 萬 | 0.02% | +225+11.8% | 加碼 |
| Essex Financial Services, Inc. | 2,132 | $34.1 萬 | 0.03% | +214+11.2% | 加碼 |
| Grey Street Capital, LLC | 2,132 | $34.1 萬 | 0.05% | +2,132 | 新進 |
| Oxford Financial Group Ltd | 2,140 | $34.2 萬 | 0.02% | −3,210−60.0% | 減碼 |
| Paradigm Asset Management Co LLC | 2,150 | $34.4 萬 | 0.09% | −750−25.9% | 減碼 |
| Commerzbank Aktiengesellschaft | 2,148 | $34.4 萬 | 0.01% | +2,148 | 新進 |
| Congress Wealth Management LLC | 2,165 | $34.6 萬 | 0.01% | −620−22.3% | 減碼 |
| Cornerstone Wealth Group, LLC | 2,182 | $34.9 萬 | 0.03% | +2,182 | 新進 |
| Dechtman Wealth Management, LLC | 2,188 | $35.0 萬 | 0.08% | 00.0% | 不變 |
| Legacy Financial Advisors, Inc. | 2,198 | $35.1 萬 | 0.06% | +72+3.4% | 加碼 |
| Relative Value Partners Group, LLC | 2,476 | $35.1 萬 | 0.02% | 00.0% | 不變 |
| M3 Advisory Group, LLC | 2,205 | $35.2 萬 | 0.32% | +292+15.3% | 加碼 |
| Greenwich Investment Management, Inc. | 2,223 | $35.5 萬 | 0.28% | 00.0% | 不變 |
| Fairhaven Wealth Management, LLC | 2,224 | $35.5 萬 | 0.12% | −7−0.3% | 減碼 |
| Proficio Capital Partners LLC | 2,234 | $35.7 萬 | 0.04% | +175+8.5% | 加碼 |
| Headlands Technologies LLC | 2,241 | $35.8 萬 | 0.09% | +1,608+254.0% | 加碼 |
| Cooper Financial Group | 2,243 | $35.8 萬 | 0.06% | +67+3.1% | 加碼 |
| Ci Investments Inc. | 2,245 | $35.9 萬 | 0.00% | +519+30.1% | 加碼 |
| IHT Wealth Management, LLC | 2,249 | $35.9 萬 | 0.01% | +112+5.2% | 加碼 |
| Enterprise Financial Services Corp | 2,256 | $36.1 萬 | 0.22% | −510−18.4% | 減碼 |
| Andina Capital Management, LLC | 2,272 | $36.3 萬 | 0.28% | +2,272 | 新進 |
| RMR Wealth Builders | 2,274 | $36.3 萬 | 0.04% | +2,274 | 新進 |
| Center for Financial Planning, Inc. | 2,275 | $36.4 萬 | 0.05% | +48+2.2% | 加碼 |