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 |
|---|---|---|---|---|---|
| Qtron Investments LLC | 9,031 | $144.3 萬 | 0.20% | +331+3.8% | 加碼 |
| Boston Partners | 9,049 | $144.6 萬 | 0.00% | −732−7.5% | 減碼 |
| Knollwood Investment Advisory, LLC | 9,050 | $144.6 萬 | 0.26% | 00.0% | 不變 |
| Darwin Advisors, LLC | 9,127 | $145.9 萬 | 0.41% | −1,183−11.5% | 減碼 |
| Moody National Bank Trust Division | 9,194 | $146.9 萬 | 0.12% | +37+0.4% | 加碼 |
| Profund Advisors LLC | 9,235 | $147.6 萬 | 0.06% | +1,164+14.4% | 加碼 |
| SpiderRock Advisors, LLC | 9,725 | $148.0 萬 | 0.05% | +9,725 | 新進 |
| Lionsbridge Wealth Management LLC | 9,343 | $149.3 萬 | 1.15% | −183−1.9% | 減碼 |
| First Interstate Bank | 9,357 | $149.5 萬 | 0.10% | −138−1.5% | 減碼 |
| Horizon Investments, LLC | 9,388 | $150.0 萬 | 0.04% | +450+5.0% | 加碼 |
| Lester Murray Antman dba SimplyRich | 9,418 | $150.6 萬 | 0.49% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 9,437 | $150.8 萬 | 0.01% | −851−8.3% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,468 | $151.3 萬 | 0.05% | +305+3.3% | 加碼 |
| Callahan Advisors, LLC | 9,485 | $151.6 萬 | 0.16% | 00.0% | 不變 |
| Sabal Trust CO | 9,495 | $151.7 萬 | 0.09% | −14−0.1% | 減碼 |
| Clearstead Advisors, LLC | 9,915 | $151.9 萬 | 0.08% | −265−2.6% | 減碼 |
| Meeder Advisory Services, Inc. | 9,509 | $152.0 萬 | 0.15% | +286+3.1% | 加碼 |
| Signature Wealth Management Group | 10,249 | $152.3 萬 | 0.69% | +561+5.8% | 加碼 |
| Smithfield Trust Co | 9,723 | $155.5 萬 | 0.08% | −338−3.4% | 減碼 |
| Montecito Bank & Trust | 9,750 | $155.8 萬 | 0.31% | −641−6.2% | 減碼 |
| GAMMA Investing LLC | 9,765 | $156.1 萬 | 0.32% | +1,308+15.5% | 加碼 |
| Manchester Capital Management LLC | 9,782 | $156.3 萬 | 0.19% | +73+0.8% | 加碼 |
| Pitcairn Co | 9,831 | $157.1 萬 | 0.10% | +425+4.5% | 加碼 |
| Harbour Investments, Inc. | 9,874 | $157.8 萬 | 0.06% | +1,694+20.7% | 加碼 |
| Global Retirement Partners, LLC | 9,921 | $158.6 萬 | 0.06% | +689+7.5% | 加碼 |
| Johnson Investment Counsel Inc | 9,927 | $158.7 萬 | 0.02% | −348−3.4% | 減碼 |
| Merit Financial Group, LLC | 10,661 | $159.1 萬 | 0.04% | +2,716+34.2% | 加碼 |
| Redwood Investment Management, LLC | 9,963 | $159.2 萬 | 0.15% | −1,393−12.3% | 減碼 |
| Pflug Koory, LLC | 9,965 | $159.3 萬 | 0.78% | 00.0% | 不變 |
| Boston Private Wealth LLC | 9,982 | $159.5 萬 | 0.04% | +161+1.6% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,000 | $159.8 萬 | 0.34% | +10,000 | 新進 |
| Dorchester Wealth Management Co | 10,037 | $160.4 萬 | 0.29% | −115−1.1% | 減碼 |
| ICW Investment Advisors LLC | 10,176 | $162.6 萬 | 0.72% | +367+3.7% | 加碼 |
| Palouse Capital Management, Inc. | 10,241 | $163.7 萬 | 1.08% | −625−5.8% | 減碼 |
| Embree Financial Group | 10,270 | $164.1 萬 | 0.32% | −3,600−26.0% | 減碼 |
| Jacobi Capital Management LLC | 10,405 | $166.3 萬 | 0.15% | +11+0.1% | 加碼 |
| City Holding Co | 10,407 | $166.3 萬 | 0.25% | +415+4.2% | 加碼 |
| DoubleLine ETF Adviser LP | 10,453 | $167.1 萬 | 0.43% | +395+3.9% | 加碼 |
| Allianz SE | 10,466 | $167.3 萬 | 0.05% | +10,466 | 新進 |
| Ifrah Financial Services, Inc. | 10,480 | $167.5 萬 | 0.47% | −210−2.0% | 減碼 |
| Jefferies Financial Group Inc. | 10,527 | $168.2 萬 | 0.03% | −15,314−59.3% | 減碼 |
| Wolf Group Capital Advisors | 13,378 | $168.8 萬 | 0.80% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 10,594 | $169.3 萬 | 0.51% | +1,223+13.1% | 加碼 |
| Central Pacific Bank - Trust Division | 10,884 | $172.6 萬 | 0.21% | +10,884 | 新進 |
| Lido Advisors, LLC | 10,811 | $172.8 萬 | 0.02% | +1,102+11.4% | 加碼 |
| Duncker Streett & Co Inc | 10,834 | $173.1 萬 | 0.34% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 10,862 | $173.6 萬 | 0.26% | −233−2.1% | 減碼 |
| WealthShield Partners, LLC | 10,863 | $173.6 萬 | 0.28% | +213+2.0% | 加碼 |
| Bray Capital Advisors | 10,865 | $173.6 萬 | 0.44% | −143−1.3% | 減碼 |
| Central Valley Advisors, LLC | 10,901 | $174.2 萬 | 0.90% | +656+6.4% | 加碼 |
| NBC Securities, Inc. | 10,917 | $174.4 萬 | 0.16% | +747+7.3% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 11,053 | $176.6 萬 | 0.00% | +5,677+105.6% | 加碼 |
| AdvisorNet Financial, Inc | 11,073 | $177.0 萬 | 0.17% | −97−0.9% | 減碼 |
| Delphi Management Inc | 11,083 | $177.1 萬 | 1.37% | −92−0.8% | 減碼 |
| Maxwell Wealth Strategies Inc. | 12,054 | $178.3 萬 | 0.90% | +10,419+637.2% | 加碼 |
| Centurion Wealth Management LLC | 11,261 | $180.0 萬 | 0.71% | −2,156−16.1% | 減碼 |
| Vestcor Inc | 11,357 | $181.5 萬 | 0.06% | −1,928−14.5% | 減碼 |
| Credential Qtrade Securities Inc. | 11,409 | $182.3 萬 | 0.10% | −197−1.7% | 減碼 |
| Concurrent Investment Advisors, LLC | 11,512 | $184.0 萬 | 0.07% | −2,794−19.5% | 減碼 |
| Tiaa Trust, National Association | 11,533 | $184.3 萬 | 0.01% | −2,155−15.7% | 減碼 |
| Covey Capital Advisors, LLC | 11,565 | $184.8 萬 | 2.23% | +11,565 | 新進 |
| Midwest Professional Planners, LTD. | 11,571 | $184.9 萬 | 0.65% | −3,462−23.0% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 11,574 | $185.0 萬 | 0.07% | −4,472−27.9% | 減碼 |
| Wahed Invest LLC | 11,649 | $186.2 萬 | 0.42% | +1,440+14.1% | 加碼 |
| GTS Securities LLC | 11,857 | $189.5 萬 | 0.05% | −4,962−29.5% | 減碼 |
| Benchmark Investment Advisors LLC | 11,901 | $190.2 萬 | 1.50% | −6,982−37.0% | 減碼 |
| Harvey Capital Management Inc | 11,970 | $191.3 萬 | 0.56% | 00.0% | 不變 |
| Sawyer & Company, Inc | 11,971 | $191.3 萬 | 0.76% | +273+2.3% | 加碼 |
| V-Square Quantitative Management LLC | 11,982 | $191.5 萬 | 0.32% | +2,448+25.7% | 加碼 |
| Barbara Oil Co. | 12,000 | $191.8 萬 | 0.81% | 00.0% | 不變 |
| Benjamin F. Edwards & Company, Inc. | 12,024 | $192.2 萬 | 0.03% | −257−2.1% | 減碼 |
| EP Wealth Advisors, LLC | 12,041 | $192.4 萬 | 0.02% | +835+7.5% | 加碼 |
| Wealthspire Advisors, LLC | 12,049 | $192.6 萬 | 0.03% | −224−1.8% | 減碼 |
| Greenleaf Trust | 12,050 | $192.6 萬 | 0.02% | −37−0.3% | 減碼 |
| Chilton Investment Co LLC | 12,064 | $192.8 萬 | 0.05% | −487−3.9% | 減碼 |
| Kovack Advisors, Inc. | 12,067 | $192.9 萬 | 0.23% | +402+3.4% | 加碼 |
| Bokf, NA | 12,204 | $193.5 萬 | 0.04% | −2,664−17.9% | 減碼 |
| Coldstream Capital Management Inc | 12,132 | $193.9 萬 | 0.05% | −309−2.5% | 減碼 |
| Citizens Financial Group Inc | 12,206 | $195.1 萬 | 0.07% | +195+1.6% | 加碼 |
| Private Capital Advisors, Inc. | 12,250 | $195.8 萬 | 0.24% | 00.0% | 不變 |
| Jackson Hole Capital Partners, LLC | 12,254 | $195.8 萬 | 0.45% | +976+8.7% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 12,277 | $196.3 萬 | 0.09% | +1,349+12.3% | 加碼 |
| Alberta Investment Management Corp | 12,300 | $196.6 萬 | 0.02% | 00.0% | 不變 |
| Vident Advisory, LLC | 12,314 | $196.8 萬 | 0.04% | −116,458−90.4% | 減碼 |
| Balentine LLC | 12,340 | $197.2 萬 | 0.06% | −234−1.9% | 減碼 |
| Alps Advisors Inc | 12,388 | $198.0 萬 | 0.01% | +4,492+56.9% | 加碼 |
| Hamilton Capital Partners Inc. | 12,429 | $198.6 萬 | 0.24% | +12,429 | 新進 |
| GLOBALT Investments LLC | 12,452 | $199.0 萬 | 0.08% | +1,070+9.4% | 加碼 |
| Main Street Financial Solutions, LLC | 12,455 | $199.1 萬 | 0.21% | −287−2.3% | 減碼 |
| Abundance Wealth Counselors | 12,479 | $199.4 萬 | 0.46% | +240+2.0% | 加碼 |
| National Asset Management, Inc. | 17,855 | $201.7 萬 | 0.05% | +513+3.0% | 加碼 |
| HighVista Strategies LLC | 12,653 | $202.2 萬 | 0.72% | −2,300−15.4% | 減碼 |
| Summit Trail Advisors, LLC | 12,746 | $203.7 萬 | 0.05% | +2,930+29.8% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 12,835 | $205.1 萬 | 0.85% | +647+5.3% | 加碼 |
| Scotia Capital Inc. | 12,840 | $205.2 萬 | 0.01% | +4,969+63.1% | 加碼 |
| Annex Advisory Services, LLC | 12,880 | $205.8 萬 | 0.07% | −456−3.4% | 減碼 |
| Dakota Wealth Management | 12,942 | $206.8 萬 | 0.05% | +10,757+492.3% | 加碼 |
| Yarbrough Capital, LLC | 12,960 | $207.1 萬 | 0.09% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 13,099 | $209.3 萬 | 0.03% | −3,923−23.0% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 13,099 | $209.3 萬 | 0.56% | +575+4.6% | 加碼 |