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 |
|---|---|---|---|---|---|
| First National Bank & Trust Co of Newtown | 4,280 | $68.4 萬 | 0.14% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 4,284 | $68.5 萬 | 0.11% | +128+3.1% | 加碼 |
| Larson Financial Group LLC | 4,312 | $68.9 萬 | 0.05% | +186+4.5% | 加碼 |
| Penbrook Management LLC | 4,330 | $69.2 萬 | 0.43% | 00.0% | 不變 |
| Knights of Columbus Asset Advisors LLC | 4,349 | $69.5 萬 | 0.05% | −1,318−23.3% | 減碼 |
| St Germain D J Co Inc | 4,358 | $69.6 萬 | 0.03% | 00.0% | 不變 |
| US Asset Management LLC | 4,371 | $69.9 萬 | 0.63% | −42−1.0% | 減碼 |
| Herr Investment Group LLC | 4,376 | $69.9 萬 | 0.22% | 00.0% | 不變 |
| Atomi Financial Group, Inc. | 4,377 | $70.0 萬 | 0.06% | +573+15.1% | 加碼 |
| Opal Wealth Advisors, LLC | 4,394 | $70.2 萬 | 0.24% | +25+0.6% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,413 | $70.5 萬 | 0.11% | +360+8.9% | 加碼 |
| Smartleaf Asset Management LLC | 4,432 | $70.6 萬 | 0.14% | +1,119+33.8% | 加碼 |
| Foundations Investment Advisors, LLC | 4,441 | $71.0 萬 | 0.02% | +247+5.9% | 加碼 |
| Parallel Advisors, LLC | 4,457 | $71.2 萬 | 0.02% | +768+20.8% | 加碼 |
| Evergreen Wealth Solutions, LLC | 4,458 | $71.2 萬 | 0.53% | −336−7.0% | 減碼 |
| Caldwell Trust Co | 4,483 | $71.6 萬 | 0.08% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 4,491 | $71.8 萬 | 0.13% | +4,491 | 新進 |
| Condor Capital Management | 4,504 | $72.0 萬 | 0.07% | 00.0% | 不變 |
| Riverwater Partners LLC | 4,509 | $72.1 萬 | 0.53% | −2,214−32.9% | 減碼 |
| Neumann Capital Management, LLC | 4,540 | $72.6 萬 | 0.26% | +1,750+62.7% | 加碼 |
| Legacy Wealth Asset Management, LLC | 4,554 | $72.8 萬 | 0.20% | +4+0.1% | 加碼 |
| Mystic Asset Management, Inc. | 4,555 | $72.8 萬 | 0.30% | +50+1.1% | 加碼 |
| Optimum Investment Advisors | 4,615 | $73.8 萬 | 0.34% | +615+15.4% | 加碼 |
| Ariel Investments, LLC | 4,617 | $73.8 萬 | 0.01% | +301+7.0% | 加碼 |
| Roberts Glore & Co Inc | 4,618 | $73.8 萬 | 0.22% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 4,653 | $74.4 萬 | 0.06% | −345−6.9% | 減碼 |
| 1st Source Bank | 4,655 | $74.4 萬 | 0.04% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 4,663 | $74.5 萬 | 0.02% | −88−1.9% | 減碼 |
| Cascade Investment Group, Inc. | 4,673 | $74.7 萬 | 0.56% | +32+0.7% | 加碼 |
| Transcend Wealth Collective, LLC | 4,721 | $75.5 萬 | 0.06% | +206+4.6% | 加碼 |
| Ellis Investment Partners, LLC | 4,739 | $75.7 萬 | 0.16% | −101−2.1% | 減碼 |
| Strategic Wealth Partners, Ltd. | 4,750 | $75.9 萬 | 0.08% | −940−16.5% | 減碼 |
| Principal Street Partners, LLC | 4,773 | $76.0 萬 | 0.14% | +642+15.5% | 加碼 |
| Wedmont Private Capital | 4,898 | $76.1 萬 | 0.06% | +87+1.8% | 加碼 |
| Baader Bank INC | 4,790 | $76.6 萬 | 0.06% | 00.0% | 不變 |
| Nomura Holdings Inc | 4,792 | $76.6 萬 | 0.01% | −7,312−60.4% | 減碼 |
| Sigma Planning Corp | 4,792 | $76.6 萬 | 0.02% | +2,760+135.8% | 加碼 |
| Sandy Cove Advisors, LLC | 4,796 | $76.6 萬 | 0.35% | +4,796 | 新進 |
| Paragon Capital Management Ltd | 4,800 | $76.7 萬 | 0.14% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 4,815 | $77.0 萬 | 0.04% | −1,898−28.3% | 減碼 |
| Westbourne Investment Advisors, Inc. | 4,815 | $77.0 萬 | 0.28% | −334−6.5% | 減碼 |
| Crumly & Associates Inc. | 4,829 | $77.2 萬 | 0.20% | −14−0.3% | 減碼 |
| TRUE Private Wealth Advisors | 4,862 | $77.7 萬 | 0.09% | +119+2.5% | 加碼 |
| Tributary Capital Management, LLC | 4,875 | $77.9 萬 | 0.06% | +400+8.9% | 加碼 |
| Chesapeake Wealth Management | 4,890 | $78.2 萬 | 0.28% | −48−1.0% | 減碼 |
| Sheets Smith Wealth Management | 4,911 | $78.5 萬 | 0.09% | +2,136+77.0% | 加碼 |
| Jump Financial, LLC | 4,932 | $78.8 萬 | 0.02% | −2,977−37.6% | 減碼 |
| Principle Wealth Partners LLC | 4,943 | $79.0 萬 | 0.06% | −20−0.4% | 減碼 |
| GM Advisory Group, Inc. | 4,944 | $79.0 萬 | 0.06% | 00.0% | 不變 |
| Intellectus Partners, LLC | 4,952 | $79.1 萬 | 0.21% | −26−0.5% | 減碼 |
| CFO4Life Group, LLC | 5,077 | $81.1 萬 | 0.15% | −352−6.5% | 減碼 |
| Cape Investment Advisory, Inc. | 5,096 | $81.4 萬 | 0.38% | −2,266−30.8% | 減碼 |
| Forbes J M & Co LLP | 5,096 | $81.4 萬 | 0.09% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 5,137 | $82.1 萬 | 0.07% | +471+10.1% | 加碼 |
| Forum Financial Management, LP | 5,155 | $82.4 萬 | 0.01% | −297−5.4% | 減碼 |
| Whittier Trust Co | 5,174 | $82.7 萬 | 0.01% | −148−2.8% | 減碼 |
| Evergreen Capital Management LLC | 5,188 | $82.9 萬 | 0.03% | +46+0.9% | 加碼 |
| Mutual Advisors, LLC | 5,189 | $82.9 萬 | 0.03% | +88+1.7% | 加碼 |
| Cumberland Partners Ltd | 5,200 | $83.1 萬 | 0.06% | +5,200 | 新進 |
| Shelton Wealth Management, LLC | 5,228 | $83.6 萬 | 0.53% | +963+22.6% | 加碼 |
| Delta Financial Group, Inc. | 5,293 | $84.6 萬 | 0.25% | 00.0% | 不變 |
| First American Trust, FSB | 5,307 | $84.8 萬 | 0.09% | +77+1.5% | 加碼 |
| SlateStone Wealth, LLC | 5,351 | $85.5 萬 | 0.09% | +5,351 | 新進 |
| Syon Capital LLC | 5,376 | $85.9 萬 | 0.08% | +112+2.1% | 加碼 |
| Catalyst Capital Advisors LLC | 5,380 | $86.0 萬 | 0.02% | +5,380 | 新進 |
| Gamco Investors, Inc. Et Al | 5,400 | $86.3 萬 | 0.01% | −400−6.9% | 減碼 |
| Modera Wealth Management, LLC | 5,400 | $86.3 萬 | 0.01% | −127−2.3% | 減碼 |
| Copperwynd Financial, LLC | 5,402 | $86.3 萬 | 0.31% | −129−2.3% | 減碼 |
| Level Four Advisory Services, LLC | 6,509 | $86.5 萬 | 0.05% | 00.0% | 不變 |
| LVM Capital Management Ltd | 5,425 | $86.7 萬 | 0.10% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 5,451 | $87.1 萬 | 0.14% | +403+8.0% | 加碼 |
| David Loasby | 5,608 | $87.1 萬 | 0.09% | +51+0.9% | 加碼 |
| Wunderlich Capital Managemnt | 5,502 | $87.9 萬 | 0.40% | −239−4.2% | 減碼 |
| Meridian Wealth Management, LLC | 5,546 | $88.6 萬 | 0.15% | −13−0.2% | 減碼 |
| Parsons Capital Management Inc | 5,575 | $89.1 萬 | 0.06% | −26−0.5% | 減碼 |
| Beacon Financial Group | 5,583 | $89.2 萬 | 0.10% | −38−0.7% | 減碼 |
| First Citizens Bank & Trust Co | 5,600 | $89.5 萬 | 0.02% | +5,600 | 新進 |
| Verdad Advisers, LP | 5,612 | $89.7 萬 | 0.98% | +5,612 | 新進 |
| Shepherd Financial Partners LLC | 5,622 | $89.8 萬 | 0.12% | +12+0.2% | 加碼 |
| Oppenheimer & Co Inc | 5,801 | $92.7 萬 | 0.02% | +211+3.8% | 加碼 |
| Boston Common Asset Management, LLC | 5,804 | $92.8 萬 | 0.02% | 00.0% | 不變 |
| Verition Fund Management LLC | 5,813 | $92.9 萬 | 0.01% | −2,011−25.7% | 減碼 |
| Smith, Moore & Co. | 5,827 | $93.1 萬 | 0.10% | +300+5.4% | 加碼 |
| United Community Bank | 5,834 | $93.2 萬 | 0.36% | +534+10.1% | 加碼 |
| Lindbrook Capital, LLC | 5,836 | $93.3 萬 | 0.09% | −69−1.2% | 減碼 |
| AE Wealth Management LLC | 5,838 | $93.3 萬 | 0.01% | −47,417−89.0% | 減碼 |
| Kowal Investment Group, LLC | 5,850 | $93.5 萬 | 0.20% | −147−2.5% | 減碼 |
| Kingsview Wealth Management, LLC | 5,866 | $93.8 萬 | 0.02% | +61+1.1% | 加碼 |
| Integrated Advisors Network LLC | 5,977 | $95.5 萬 | 0.05% | +48+0.8% | 加碼 |
| Prentiss Smith & Co Inc | 5,985 | $95.7 萬 | 0.67% | 00.0% | 不變 |
| Financial Insights, Inc. | 6,001 | $95.9 萬 | 0.27% | −343−5.4% | 減碼 |
| Stonebrook Private Inc. | 6,011 | $96.1 萬 | 0.28% | +354+6.3% | 加碼 |
| Boston Trust Walden Corp | 6,018 | $96.2 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 6,037 | $96.5 萬 | 0.08% | −94−1.5% | 減碼 |
| Legacy Advisors, LLC | 6,067 | $97.0 萬 | 0.12% | −262−4.1% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,380 | $97.8 萬 | 0.39% | +6,300+7,875.0% | 加碼 |
| Rehmann Capital Advisory Group | 6,124 | $97.9 萬 | 0.07% | +424+7.4% | 加碼 |
| Schechter Investment Advisors, LLC | 6,127 | $97.9 萬 | 0.07% | −332−5.1% | 減碼 |
| Eukles Asset Management | 6,176 | $98.7 萬 | 0.43% | +4+0.1% | 加碼 |
| Beacon Pointe Advisors, LLC | 6,208 | $99.2 萬 | 0.01% | −6,910−52.7% | 減碼 |