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 |
|---|---|---|---|---|---|
| Wright Investors Service Inc | 3,121 | $49.9 萬 | 0.13% | −90−2.8% | 減碼 |
| Atlantic Trust, LLC | 3,125 | $49.9 萬 | 0.13% | 00.0% | 不變 |
| Waterloo Capital, L.P. | 3,136 | $50.1 萬 | 0.06% | +807+34.7% | 加碼 |
| Empower Advisory Group, LLC | 3,162 | $50.5 萬 | 0.00% | −342−9.8% | 減碼 |
| TD Private Client Wealth LLC | 3,177 | $50.8 萬 | 0.02% | +228+7.7% | 加碼 |
| Red Door Wealth Management, LLC | 3,179 | $50.8 萬 | 0.10% | 00.0% | 不變 |
| Nixon Peabody Trust Co | 3,185 | $50.9 萬 | 0.05% | +3,185 | 新進 |
| Custom Index Systems, LLC | 3,193 | $51.0 萬 | 0.29% | +3,193 | 新進 |
| Sentry Investment Management LLC | 3,197 | $51.1 萬 | 0.20% | 00.0% | 不變 |
| Marotta Asset Management | 3,200 | $51.1 萬 | 0.11% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 3,211 | $51.3 萬 | 0.05% | 00.0% | 不變 |
| MONECO Advisors, LLC | 3,223 | $51.5 萬 | 0.08% | −45−1.4% | 減碼 |
| SkyOak Wealth, LLC | 3,224 | $51.5 萬 | 0.12% | −991−23.5% | 減碼 |
| World Equity Group, Inc. | 3,236 | $51.7 萬 | 0.11% | 00.0% | 不變 |
| Santori & Peters | 3,248 | $51.9 萬 | 0.22% | −546−14.4% | 減碼 |
| Matisse Capital | 3,248 | $51.9 萬 | 0.25% | 00.0% | 不變 |
| Epic Trust Investment Advisors, LLC | 3,251 | $52.0 萬 | 0.64% | +180+5.9% | 加碼 |
| Thrive Wealth Management, LLC | 3,263 | $52.1 萬 | 0.11% | −1,192−26.8% | 減碼 |
| Stock Yards Bank & Trust Co | 3,267 | $52.2 萬 | 0.02% | +365+12.6% | 加碼 |
| Hilltop Holdings Inc. | 3,272 | $52.3 萬 | 0.06% | −785−19.3% | 減碼 |
| Pensionmark Financial Group, LLC | 3,340 | $53.4 萬 | 0.08% | −133−3.8% | 減碼 |
| Lincoln National Corp | 3,359 | $53.7 萬 | 0.01% | +1,095+48.4% | 加碼 |
| Cookson Peirce & Co Inc | 3,358 | $53.7 萬 | 0.03% | −23−0.7% | 減碼 |
| Symmetry Partners, LLC | 3,387 | $54.1 萬 | 0.04% | 00.0% | 不變 |
| Epiq Partners, LLC | 3,407 | $54.5 萬 | 0.36% | −179−5.0% | 減碼 |
| Waldron Private Wealth LLC | 3,410 | $54.5 萬 | 0.02% | +31+0.9% | 加碼 |
| Geller Advisors LLC | 3,442 | $55.0 萬 | 0.04% | +79+2.3% | 加碼 |
| MMBG Investment Advisors Co. | 3,450 | $55.1 萬 | 0.06% | 00.0% | 不變 |
| Allworth Financial LP | 3,452 | $55.2 萬 | 0.00% | +252+7.9% | 加碼 |
| Moody Lynn & Lieberson, LLC | 3,480 | $55.6 萬 | 0.04% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 3,505 | $56.0 萬 | 0.04% | +3,505 | 新進 |
| Buckingham Strategic Partners | 3,520 | $56.3 萬 | 0.02% | +1,293+58.1% | 加碼 |
| SageView Advisory Group, LLC | 14,578 | $56.3 萬 | 0.03% | +12,548+618.1% | 加碼 |
| Ritholtz Wealth Management | 3,524 | $56.3 萬 | 0.02% | +310+9.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,690 | $56.3 萬 | 0.04% | +648+21.3% | 加碼 |
| Grandfield & Dodd, LLC | 3,544 | $56.6 萬 | 0.04% | 00.0% | 不變 |
| Fishman Jay A Ltd | 3,548 | $56.7 萬 | 0.06% | −500−12.4% | 減碼 |
| Financial Planning & Information Services, Inc. | 3,548 | $56.7 萬 | 0.09% | 00.0% | 不變 |
| Heritage Wealth Advisors | 3,550 | $56.7 萬 | 0.03% | 00.0% | 不變 |
| Sumitomo Life Insurance Co | 3,550 | $56.7 萬 | 0.01% | +3,550 | 新進 |
| Holderness Investments Co | 3,565 | $57.0 萬 | 0.14% | +65+1.9% | 加碼 |
| Chicago Capital, LLC | 3,566 | $57.0 萬 | 0.02% | +70+2.0% | 加碼 |
| Capital Asset Advisory Services LLC | 3,624 | $57.0 萬 | 0.03% | −1,016−21.9% | 減碼 |
| Avestar Capital, LLC | 3,592 | $57.4 萬 | 0.07% | +954+36.2% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,602 | $57.6 萬 | 0.04% | −130−3.5% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,655 | $58.4 萬 | 0.26% | +160+4.6% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 5,181 | $58.5 萬 | 0.04% | +42+0.8% | 加碼 |
| Boston Financial Mangement LLC | 3,682 | $58.8 萬 | 0.02% | +364+11.0% | 加碼 |
| Ironsides Asset Advisors, LLC | 3,695 | $59.1 萬 | 0.20% | +385+11.6% | 加碼 |
| Meiji Yasuda Life Insurance Co | 3,696 | $59.1 萬 | 0.01% | −640−14.8% | 減碼 |
| Baker Avenue Asset Management, LP | 3,697 | $59.1 萬 | 0.02% | −2,917−44.1% | 減碼 |
| Cullinan Associates Inc | 3,700 | $59.1 萬 | 0.03% | −37,183−90.9% | 減碼 |
| Advisor Resource Council | 4,466 | $59.3 萬 | 0.25% | −9,763−68.6% | 減碼 |
| Citadel Investment Advisory, Inc. | 3,740 | $59.8 萬 | 0.34% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 3,791 | $60.6 萬 | 0.09% | +496+15.1% | 加碼 |
| LMR Partners LLP | 3,799 | $60.7 萬 | 0.02% | +3,799 | 新進 |
| Sompo Asset Management Co., Ltd. | 3,800 | $60.7 萬 | 0.10% | −3,630−48.9% | 減碼 |
| Alpha Family Trust | 3,805 | $60.8 萬 | 0.37% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 3,823 | $61.1 萬 | 0.14% | +134+3.6% | 加碼 |
| HF Advisory Group, LLC | 3,850 | $61.5 萬 | 0.34% | +57+1.5% | 加碼 |
| Copperleaf Capital, LLC | 3,870 | $61.9 萬 | 0.54% | +123+3.3% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 4,034 | $62.0 萬 | 0.12% | 00.0% | 不變 |
| Allred Capital Management, LLC | 3,882 | $62.0 萬 | 0.24% | +1,480+61.6% | 加碼 |
| Strategic Investment Advisors | 3,901 | $62.3 萬 | 0.08% | −1,610−29.2% | 減碼 |
| Madrona Financial Services, LLC | 3,913 | $62.5 萬 | 0.22% | +53+1.4% | 加碼 |
| GeoWealth Management, LLC | 3,925 | $62.7 萬 | 0.02% | +2,036+107.8% | 加碼 |
| Vista Investment Management | 3,933 | $62.9 萬 | 0.26% | −404−9.3% | 減碼 |
| Parkside Financial Bank & Trust | 3,948 | $63.1 萬 | 0.10% | +286+7.8% | 加碼 |
| Advisors Capital Management, LLC | 3,952 | $63.2 萬 | 0.01% | +1,182+42.7% | 加碼 |
| Checchi Capital Advisers, LLC | 3,961 | $63.3 萬 | 0.05% | −42−1.0% | 減碼 |
| Retirement Planning Co of New England, Inc. | 3,970 | $63.4 萬 | 0.35% | −105−2.6% | 減碼 |
| Wealth Alliance | 3,985 | $63.7 萬 | 0.08% | −965−19.5% | 減碼 |
| RBF Capital, LLC | 4,000 | $63.9 萬 | 0.04% | 00.0% | 不變 |
| Vista Capital Partners, Inc. | 4,000 | $63.9 萬 | 0.08% | 00.0% | 不變 |
| Bryn Mawr Trust Co | 4,000 | $63.9 萬 | 0.02% | +4,000 | 新進 |
| Lombard Odier Asset Management (USA) Corp | 4,000 | $63.9 萬 | 0.09% | +4,000 | 新進 |
| Legacy Wealth Management, LLC | 4,034 | $64.5 萬 | 0.29% | 00.0% | 不變 |
| Northwest Bancshares, Inc. | 4,036 | $64.5 萬 | 0.10% | +1,495+58.8% | 加碼 |
| Accent Capital Management, LLC | 4,037 | $64.5 萬 | 0.56% | +198+5.2% | 加碼 |
| Quotient Wealth Partners, LLC | 4,049 | $64.7 萬 | 0.02% | +356+9.6% | 加碼 |
| Confluence Wealth Services, Inc. | 4,049 | $64.7 萬 | 0.06% | −145−3.5% | 減碼 |
| Truvestments Capital LLC | 4,064 | $65.0 萬 | 0.25% | +1,717+73.2% | 加碼 |
| Outlook Wealth Advisors, LLC | 4,066 | $65.0 萬 | 0.20% | −376−8.5% | 減碼 |
| KFG Wealth Management, LLC | 4,071 | $65.1 萬 | 0.27% | −114−2.7% | 減碼 |
| Lafayette Investments, Inc. | 4,074 | $65.1 萬 | 0.15% | 00.0% | 不變 |
| KMG Fiduciary Partners, LLC | 4,080 | $65.2 萬 | 0.07% | 00.0% | 不變 |
| Conning Inc. | 4,101 | $65.5 萬 | 0.02% | −120−2.8% | 減碼 |
| Valeo Financial Advisors, LLC | 4,319 | $65.8 萬 | 0.02% | +38+0.9% | 加碼 |
| Kayne Anderson Rudnick Investment Management LLC | 4,131 | $66.0 萬 | 0.00% | +3,437+495.2% | 加碼 |
| Clarius Group, LLC | 4,140 | $66.2 萬 | 0.05% | −800−16.2% | 減碼 |
| First Heartland Consultants, Inc. | 4,167 | $66.6 萬 | 0.07% | +78+1.9% | 加碼 |
| Skopos Labs, Inc. | 4,207 | $66.7 萬 | 0.29% | −115−2.7% | 減碼 |
| Stonebridge Capital Advisors LLC | 4,187 | $66.9 萬 | 0.06% | +580+16.1% | 加碼 |
| Bank of Stockton | 4,197 | $67.1 萬 | 0.21% | −1,255−23.0% | 減碼 |
| Citizens National Bank Trust Department | 4,200 | $67.1 萬 | 0.16% | −100−2.3% | 減碼 |
| Hoylecohen, LLC | 4,215 | $67.4 萬 | 0.05% | 00.0% | 不變 |
| Boston Family Office LLC | 4,225 | $67.5 萬 | 0.05% | 00.0% | 不變 |
| ERn Financial, LLC | 4,233 | $67.7 萬 | 0.12% | −25−0.6% | 減碼 |
| Ellevest, Inc. | 4,244 | $67.8 萬 | 0.04% | +95+2.3% | 加碼 |
| Entropy Technologies, LP | 4,269 | $68.2 萬 | 0.07% | +1,698+66.0% | 加碼 |