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 |
|---|---|---|---|---|---|
| Trust Asset Management LLC | 7,400 | $118.3 萬 | 0.10% | 00.0% | 不變 |
| Gould Capital, LLC | 7,376 | $117.9 萬 | 0.83% | −879−10.6% | 減碼 |
| Spinnaker Trust | 7,371 | $117.8 萬 | 0.08% | −195−2.6% | 減碼 |
| SMART Wealth LLC | 7,291 | $116.5 萬 | 0.53% | −683−8.6% | 減碼 |
| Okabena Investment Services Inc | 7,235 | $115.6 萬 | 0.39% | −5,633−43.8% | 減碼 |
| Ballentine Partners, LLC | 7,162 | $114.5 萬 | 0.02% | +567+8.6% | 加碼 |
| Legacy Trust | 7,159 | $114.4 萬 | 0.29% | +16+0.2% | 加碼 |
| Aspire Private Capital, LLC | 7,153 | $114.3 萬 | 0.30% | −439−5.8% | 減碼 |
| Unique Wealth Strategies, LLC | 7,108 | $113.6 萬 | 0.56% | +844+13.5% | 加碼 |
| NBT Bank N A | 7,087 | $113.3 萬 | 0.08% | −90−1.3% | 減碼 |
| RDA Financial Network | 7,066 | $112.9 萬 | 0.39% | +162+2.3% | 加碼 |
| Martingale Asset Management L P | 7,038 | $112.5 萬 | 0.02% | +7,038 | 新進 |
| Brown Capital Management LLC | 7,034 | $112.4 萬 | 0.02% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 7,032 | $112.4 萬 | 0.04% | +267+3.9% | 加碼 |
| RIA Advisory Group LLC | 6,980 | $111.6 萬 | 0.45% | +6,980 | 新進 |
| Aurora Investment Counsel | 6,930 | $110.8 萬 | 0.63% | −1,252−15.3% | 減碼 |
| Boothbay Fund Management, LLC | 6,871 | $109.8 萬 | 0.03% | −33,202−82.9% | 減碼 |
| Court Place Advisors, LLC | 6,848 | $109.4 萬 | 0.35% | −1,090−13.7% | 減碼 |
| Argonautica Private Wealth Management, Inc | 6,828 | $109.1 萬 | 0.39% | +2,700+65.4% | 加碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 6,812 | $108.9 萬 | 0.00% | +6,812 | 新進 |
| VeraBank, N.A. | 6,805 | $108.8 萬 | 0.34% | −100−1.4% | 減碼 |
| Bridges Investment Management Inc | 6,775 | $108.3 萬 | 0.03% | −5,333−44.0% | 減碼 |
| Ridgepath Capital Management LLC | 6,748 | $107.8 萬 | 1.21% | +6,748 | 新進 |
| Wesbanco Bank Inc | 6,708 | $107.2 萬 | 0.04% | +6,708 | 新進 |
| CSS LLC | 6,700 | $107.1 萬 | 0.09% | +6,700 | 新進 |
| Nicolet Bankshares Inc | 6,590 | $105.3 萬 | 0.26% | −174−2.6% | 減碼 |
| Integral Investment Advisors, Inc. | 6,515 | $103.8 萬 | 0.43% | +726+12.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 6,492 | $103.8 萬 | 0.04% | −177−2.7% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 6,460 | $103.2 萬 | 0.02% | −4,210−39.5% | 減碼 |
| Lake Street Advisors Group, LLC | 6,447 | $103.0 萬 | 0.05% | +28+0.4% | 加碼 |
| Central Bank & Trust Co | 6,423 | $102.7 萬 | 0.15% | −45−0.7% | 減碼 |
| Synergy Financial Management, LLC | 6,422 | $102.6 萬 | 0.17% | −1,773−21.6% | 減碼 |
| Tectonic Advisors LLC | 6,421 | $102.6 萬 | 0.08% | +468+7.9% | 加碼 |
| CoreFirst Bank & Trust | 6,400 | $102.3 萬 | 0.64% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 6,389 | $102.1 萬 | 0.13% | −6−0.1% | 減碼 |
| Cigna Investments Inc | 6,341 | $101.3 萬 | 0.19% | −59−0.9% | 減碼 |
| Certified Advisory Corp | 6,338 | $101.3 萬 | 0.14% | 00.0% | 不變 |
| Semmax Financial Advisors Inc. | 6,602 | $101.2 萬 | 0.33% | +660+11.1% | 加碼 |
| Landaas & Co | 6,313 | $100.9 萬 | 0.33% | −615−8.9% | 減碼 |
| Atlas Capital Advisors LLC | 6,309 | $100.8 萬 | 0.16% | 00.0% | 不變 |
| NorthRock Partners, LLC | 6,304 | $100.8 萬 | 0.04% | +146+2.4% | 加碼 |
| Bowman & Co S.C. | 6,299 | $100.7 萬 | 0.61% | −256−3.9% | 減碼 |
| USA Financial Portformulas Corp | 6,288 | $100.5 萬 | 0.16% | −2,752−30.4% | 減碼 |
| Voya Financial Advisors, Inc. | 6,296 | $100.3 萬 | 0.11% | +481+8.3% | 加碼 |
| Wintrust Investments LLC | 6,268 | $100.2 萬 | 0.09% | +328+5.5% | 加碼 |
| Townsend Asset Management Corp | 6,245 | $99.8 萬 | 0.40% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 6,208 | $99.2 萬 | 0.01% | −6,910−52.7% | 減碼 |
| Eukles Asset Management | 6,176 | $98.7 萬 | 0.43% | +4+0.1% | 加碼 |
| Schechter Investment Advisors, LLC | 6,127 | $97.9 萬 | 0.07% | −332−5.1% | 減碼 |
| Rehmann Capital Advisory Group | 6,124 | $97.9 萬 | 0.07% | +424+7.4% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,380 | $97.8 萬 | 0.39% | +6,300+7,875.0% | 加碼 |
| Legacy Advisors, LLC | 6,067 | $97.0 萬 | 0.12% | −262−4.1% | 減碼 |
| Quadrant Capital Group LLC | 6,037 | $96.5 萬 | 0.08% | −94−1.5% | 減碼 |
| Boston Trust Walden Corp | 6,018 | $96.2 萬 | 0.01% | 00.0% | 不變 |
| Stonebrook Private Inc. | 6,011 | $96.1 萬 | 0.28% | +354+6.3% | 加碼 |
| Financial Insights, Inc. | 6,001 | $95.9 萬 | 0.27% | −343−5.4% | 減碼 |
| Prentiss Smith & Co Inc | 5,985 | $95.7 萬 | 0.67% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 5,977 | $95.5 萬 | 0.05% | +48+0.8% | 加碼 |
| Kingsview Wealth Management, LLC | 5,866 | $93.8 萬 | 0.02% | +61+1.1% | 加碼 |
| Kowal Investment Group, LLC | 5,850 | $93.5 萬 | 0.20% | −147−2.5% | 減碼 |
| AE Wealth Management LLC | 5,838 | $93.3 萬 | 0.01% | −47,417−89.0% | 減碼 |
| Lindbrook Capital, LLC | 5,836 | $93.3 萬 | 0.09% | −69−1.2% | 減碼 |
| United Community Bank | 5,834 | $93.2 萬 | 0.36% | +534+10.1% | 加碼 |
| Smith, Moore & Co. | 5,827 | $93.1 萬 | 0.10% | +300+5.4% | 加碼 |
| Verition Fund Management LLC | 5,813 | $92.9 萬 | 0.01% | −2,011−25.7% | 減碼 |
| Boston Common Asset Management, LLC | 5,804 | $92.8 萬 | 0.02% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 5,801 | $92.7 萬 | 0.02% | +211+3.8% | 加碼 |
| Shepherd Financial Partners LLC | 5,622 | $89.8 萬 | 0.12% | +12+0.2% | 加碼 |
| Verdad Advisers, LP | 5,612 | $89.7 萬 | 0.98% | +5,612 | 新進 |
| First Citizens Bank & Trust Co | 5,600 | $89.5 萬 | 0.02% | +5,600 | 新進 |
| Beacon Financial Group | 5,583 | $89.2 萬 | 0.10% | −38−0.7% | 減碼 |
| Parsons Capital Management Inc | 5,575 | $89.1 萬 | 0.06% | −26−0.5% | 減碼 |
| Meridian Wealth Management, LLC | 5,546 | $88.6 萬 | 0.15% | −13−0.2% | 減碼 |
| Wunderlich Capital Managemnt | 5,502 | $87.9 萬 | 0.40% | −239−4.2% | 減碼 |
| David Loasby | 5,608 | $87.1 萬 | 0.09% | +51+0.9% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,451 | $87.1 萬 | 0.14% | +403+8.0% | 加碼 |
| LVM Capital Management Ltd | 5,425 | $86.7 萬 | 0.10% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 6,509 | $86.5 萬 | 0.05% | 00.0% | 不變 |
| Copperwynd Financial, LLC | 5,402 | $86.3 萬 | 0.31% | −129−2.3% | 減碼 |
| Modera Wealth Management, LLC | 5,400 | $86.3 萬 | 0.01% | −127−2.3% | 減碼 |
| Gamco Investors, Inc. Et Al | 5,400 | $86.3 萬 | 0.01% | −400−6.9% | 減碼 |
| Catalyst Capital Advisors LLC | 5,380 | $86.0 萬 | 0.02% | +5,380 | 新進 |
| Syon Capital LLC | 5,376 | $85.9 萬 | 0.08% | +112+2.1% | 加碼 |
| SlateStone Wealth, LLC | 5,351 | $85.5 萬 | 0.09% | +5,351 | 新進 |
| First American Trust, FSB | 5,307 | $84.8 萬 | 0.09% | +77+1.5% | 加碼 |
| Delta Financial Group, Inc. | 5,293 | $84.6 萬 | 0.25% | 00.0% | 不變 |
| Shelton Wealth Management, LLC | 5,228 | $83.6 萬 | 0.53% | +963+22.6% | 加碼 |
| Cumberland Partners Ltd | 5,200 | $83.1 萬 | 0.06% | +5,200 | 新進 |
| Mutual Advisors, LLC | 5,189 | $82.9 萬 | 0.03% | +88+1.7% | 加碼 |
| Evergreen Capital Management LLC | 5,188 | $82.9 萬 | 0.03% | +46+0.9% | 加碼 |
| Whittier Trust Co | 5,174 | $82.7 萬 | 0.01% | −148−2.8% | 減碼 |
| Forum Financial Management, LP | 5,155 | $82.4 萬 | 0.01% | −297−5.4% | 減碼 |
| Eqis Capital Management, Inc. | 5,137 | $82.1 萬 | 0.07% | +471+10.1% | 加碼 |
| 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 |
| CFO4Life Group, LLC | 5,077 | $81.1 萬 | 0.15% | −352−6.5% | 減碼 |
| Intellectus Partners, LLC | 4,952 | $79.1 萬 | 0.21% | −26−0.5% | 減碼 |
| GM Advisory Group, Inc. | 4,944 | $79.0 萬 | 0.06% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 4,943 | $79.0 萬 | 0.06% | −20−0.4% | 減碼 |
| Jump Financial, LLC | 4,932 | $78.8 萬 | 0.02% | −2,977−37.6% | 減碼 |