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 |
|---|---|---|---|---|---|
| Townsend Asset Management Corp | 6,245 | $99.8 萬 | 0.40% | 00.0% | 不變 |
| Wintrust Investments LLC | 6,268 | $100.2 萬 | 0.09% | +328+5.5% | 加碼 |
| Voya Financial Advisors, Inc. | 6,296 | $100.3 萬 | 0.11% | +481+8.3% | 加碼 |
| USA Financial Portformulas Corp | 6,288 | $100.5 萬 | 0.16% | −2,752−30.4% | 減碼 |
| Bowman & Co S.C. | 6,299 | $100.7 萬 | 0.61% | −256−3.9% | 減碼 |
| NorthRock Partners, LLC | 6,304 | $100.8 萬 | 0.04% | +146+2.4% | 加碼 |
| Atlas Capital Advisors LLC | 6,309 | $100.8 萬 | 0.16% | 00.0% | 不變 |
| Landaas & Co | 6,313 | $100.9 萬 | 0.33% | −615−8.9% | 減碼 |
| Semmax Financial Advisors Inc. | 6,602 | $101.2 萬 | 0.33% | +660+11.1% | 加碼 |
| Certified Advisory Corp | 6,338 | $101.3 萬 | 0.14% | 00.0% | 不變 |
| Cigna Investments Inc | 6,341 | $101.3 萬 | 0.19% | −59−0.9% | 減碼 |
| Institute for Wealth Management, LLC. | 6,389 | $102.1 萬 | 0.13% | −6−0.1% | 減碼 |
| CoreFirst Bank & Trust | 6,400 | $102.3 萬 | 0.64% | 00.0% | 不變 |
| Tectonic Advisors LLC | 6,421 | $102.6 萬 | 0.08% | +468+7.9% | 加碼 |
| Synergy Financial Management, LLC | 6,422 | $102.6 萬 | 0.17% | −1,773−21.6% | 減碼 |
| Central Bank & Trust Co | 6,423 | $102.7 萬 | 0.15% | −45−0.7% | 減碼 |
| Lake Street Advisors Group, LLC | 6,447 | $103.0 萬 | 0.05% | +28+0.4% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 6,460 | $103.2 萬 | 0.02% | −4,210−39.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,492 | $103.8 萬 | 0.04% | −177−2.7% | 減碼 |
| Integral Investment Advisors, Inc. | 6,515 | $103.8 萬 | 0.43% | +726+12.5% | 加碼 |
| Nicolet Bankshares Inc | 6,590 | $105.3 萬 | 0.26% | −174−2.6% | 減碼 |
| CSS LLC | 6,700 | $107.1 萬 | 0.09% | +6,700 | 新進 |
| Wesbanco Bank Inc | 6,708 | $107.2 萬 | 0.04% | +6,708 | 新進 |
| Ridgepath Capital Management LLC | 6,748 | $107.8 萬 | 1.21% | +6,748 | 新進 |
| Bridges Investment Management Inc | 6,775 | $108.3 萬 | 0.03% | −5,333−44.0% | 減碼 |
| VeraBank, N.A. | 6,805 | $108.8 萬 | 0.34% | −100−1.4% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 6,812 | $108.9 萬 | 0.00% | +6,812 | 新進 |
| Argonautica Private Wealth Management, Inc | 6,828 | $109.1 萬 | 0.39% | +2,700+65.4% | 加碼 |
| Court Place Advisors, LLC | 6,848 | $109.4 萬 | 0.35% | −1,090−13.7% | 減碼 |
| Boothbay Fund Management, LLC | 6,871 | $109.8 萬 | 0.03% | −33,202−82.9% | 減碼 |
| Aurora Investment Counsel | 6,930 | $110.8 萬 | 0.63% | −1,252−15.3% | 減碼 |
| RIA Advisory Group LLC | 6,980 | $111.6 萬 | 0.45% | +6,980 | 新進 |
| HBK Sorce Advisory LLC | 7,032 | $112.4 萬 | 0.04% | +267+3.9% | 加碼 |
| Brown Capital Management LLC | 7,034 | $112.4 萬 | 0.02% | 00.0% | 不變 |
| Martingale Asset Management L P | 7,038 | $112.5 萬 | 0.02% | +7,038 | 新進 |
| RDA Financial Network | 7,066 | $112.9 萬 | 0.39% | +162+2.3% | 加碼 |
| NBT Bank N A | 7,087 | $113.3 萬 | 0.08% | −90−1.3% | 減碼 |
| Unique Wealth Strategies, LLC | 7,108 | $113.6 萬 | 0.56% | +844+13.5% | 加碼 |
| Aspire Private Capital, LLC | 7,153 | $114.3 萬 | 0.30% | −439−5.8% | 減碼 |
| Legacy Trust | 7,159 | $114.4 萬 | 0.29% | +16+0.2% | 加碼 |
| Ballentine Partners, LLC | 7,162 | $114.5 萬 | 0.02% | +567+8.6% | 加碼 |
| Okabena Investment Services Inc | 7,235 | $115.6 萬 | 0.39% | −5,633−43.8% | 減碼 |
| SMART Wealth LLC | 7,291 | $116.5 萬 | 0.53% | −683−8.6% | 減碼 |
| Spinnaker Trust | 7,371 | $117.8 萬 | 0.08% | −195−2.6% | 減碼 |
| Gould Capital, LLC | 7,376 | $117.9 萬 | 0.83% | −879−10.6% | 減碼 |
| Trust Asset Management LLC | 7,400 | $118.3 萬 | 0.10% | 00.0% | 不變 |
| Abacus Planning Group, Inc. | 7,407 | $118.4 萬 | 0.23% | 00.0% | 不變 |
| JGP Wealth Management, LLC | 7,476 | $119.5 萬 | 0.17% | +4,039+117.5% | 加碼 |
| IFP Advisors, Inc | 7,477 | $119.5 萬 | 0.05% | +531+7.6% | 加碼 |
| Meritage Portfolio Management | 7,493 | $119.8 萬 | 0.08% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 7,504 | $119.9 萬 | 0.01% | +1,276+20.5% | 加碼 |
| Focus Financial Network, Inc. | 8,165 | $120.0 萬 | 0.06% | +8,165 | 新進 |
| Radnor Capital Management, LLC | 7,524 | $120.2 萬 | 0.20% | 00.0% | 不變 |
| Legend Financial Advisors, Inc. | 7,526 | $120.3 萬 | 0.87% | 00.0% | 不變 |
| Chicago Trust Co NA | 7,540 | $120.5 萬 | 0.25% | +38+0.5% | 加碼 |
| Miracle Mile Advisors, LLC | 7,553 | $120.7 萬 | 0.03% | +263+3.6% | 加碼 |
| True North Advisors, LLC | 7,563 | $120.9 萬 | 0.33% | +5+0.1% | 加碼 |
| Peoples Bank | 7,590 | $121.3 萬 | 0.68% | −80−1.0% | 減碼 |
| Stevard, LLC | 7,600 | $121.5 萬 | 1.09% | 00.0% | 不變 |
| Stratos Wealth Partners, LTD. | 7,611 | $121.6 萬 | 0.02% | −737−8.8% | 減碼 |
| Empowered Funds, LLC | 7,628 | $121.9 萬 | 0.02% | +1,199+18.6% | 加碼 |
| First Nebraska Trust Co | 7,635 | $122.0 萬 | 0.13% | 00.0% | 不變 |
| Unique Wealth, LLC | 7,656 | $122.3 萬 | 0.35% | +1,960+34.4% | 加碼 |
| Intelligence Driven Advisers, LLC | 7,665 | $122.5 萬 | 0.18% | −1,000−11.5% | 減碼 |
| Groupama Asset Managment | 3,725 | $123.4 萬 | 0.02% | −5,009−57.4% | 減碼 |
| HighPoint Advisor Group LLC | 8,093 | $124.0 萬 | 0.09% | +33+0.4% | 加碼 |
| Koshinski Asset Management, Inc. | 7,856 | $125.6 萬 | 0.13% | −2,388−23.3% | 減碼 |
| Grimes & Company, Inc. | 7,913 | $126.5 萬 | 0.04% | −601−7.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 7,930 | $126.7 萬 | 0.03% | +844+11.9% | 加碼 |
| Mitchell Capital Management Co | 8,002 | $127.9 萬 | 0.25% | −520−6.1% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 8,043 | $128.5 萬 | 0.46% | −285−3.4% | 減碼 |
| Anchor Capital Advisors LLC | 8,045 | $128.6 萬 | 0.03% | −19−0.2% | 減碼 |
| Williams Jones Wealth Management, LLC. | 8,065 | $128.9 萬 | 0.02% | 00.0% | 不變 |
| Moneta Group Investment Advisors LLC | 8,099 | $129.4 萬 | 0.02% | +1,299+19.1% | 加碼 |
| SRS Capital Advisors, Inc. | 8,119 | $129.8 萬 | 0.14% | −206−2.5% | 減碼 |
| Beacon Bridge Wealth Partners, LLC | 8,139 | $130.1 萬 | 0.61% | 00.0% | 不變 |
| Regal Investment Advisors LLC | 8,322 | $133.0 萬 | 0.09% | +97+1.2% | 加碼 |
| Independent Advisor Alliance | 8,350 | $133.4 萬 | 0.05% | +279+3.5% | 加碼 |
| Thoroughbred Financial Services, LLC | 8,401 | $134.2 萬 | 0.13% | −5,623−40.1% | 減碼 |
| Addison Advisors LLC | 8,397 | $134.2 萬 | 0.46% | 00.0% | 不變 |
| Granite Investment Partners, LLC | 8,440 | $134.9 萬 | 0.05% | 00.0% | 不變 |
| Change Path, LLC | 8,450 | $135.1 萬 | 0.05% | +2,360+38.8% | 加碼 |
| Wayfinding Financial, LLC | 8,826 | $135.2 萬 | 0.79% | +53+0.6% | 加碼 |
| Dynamic Advisor Solutions LLC | 8,518 | $136.1 萬 | 0.05% | +413+5.1% | 加碼 |
| Dean Investment Associates, LLC | 8,544 | $136.6 萬 | 0.19% | −882−9.4% | 減碼 |
| Archford Capital Strategies, LLC | 8,582 | $137.2 萬 | 0.23% | −75−0.9% | 減碼 |
| Brown Brothers Harriman & Co | 8,595 | $137.4 萬 | 0.01% | −516−5.7% | 減碼 |
| Lebenthal Global Advisors, LLC | 8,673 | $138.6 萬 | 0.31% | +20+0.2% | 加碼 |
| Green Harvest Asset Management LLC | 8,690 | $138.9 萬 | 0.03% | +10+0.1% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 8,711 | $139.2 萬 | 0.05% | +100+1.2% | 加碼 |
| Freestone Capital Holdings, LLC | 8,730 | $139.5 萬 | 0.05% | 00.0% | 不變 |
| Guardian Capital LP | 8,735 | $139.6 萬 | 0.05% | −75−0.9% | 減碼 |
| Evoke Wealth, LLC | 8,745 | $139.8 萬 | 0.04% | +8,745 | 新進 |
| Lederer & Associates Investment Counsel | 8,772 | $140.2 萬 | 0.97% | −117−1.3% | 減碼 |
| Key Financial Inc | 8,812 | $140.8 萬 | 0.36% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 8,818 | $140.9 萬 | 0.03% | 00.0% | 不變 |
| Washington Trust Co | 8,843 | $141.3 萬 | 0.05% | −50−0.6% | 減碼 |
| Arcataur Capital Management LLC | 8,884 | $142.0 萬 | 0.51% | −55−0.6% | 減碼 |
| Financial Advocates Investment Management | 8,885 | $142.0 萬 | 0.08% | −1,075−10.8% | 減碼 |
| Secure Asset Management, LLC | 8,907 | $142.4 萬 | 0.33% | −89−1.0% | 減碼 |