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 |
|---|---|---|---|---|---|
| Jacobsen Capital Management | 1,984 | $31.7 萬 | 0.15% | −128−6.1% | 減碼 |
| West Family Investments, Inc. | 1,982 | $31.7 萬 | 0.10% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 1,980 | $31.6 萬 | 0.07% | +25+1.3% | 加碼 |
| Edgestream Partners, L.P. | 1,969 | $31.5 萬 | 0.02% | −2,394−54.9% | 減碼 |
| Summit Financial, LLC | 1,968 | $31.5 萬 | 0.02% | −44−2.2% | 減碼 |
| American Money Management, LLC | 1,963 | $31.4 萬 | 0.07% | 00.0% | 不變 |
| Old Port Advisors | 1,950 | $31.2 萬 | 0.10% | −21−1.1% | 減碼 |
| J.W. Cole Advisors, Inc. | 1,949 | $31.1 萬 | 0.02% | +348+21.7% | 加碼 |
| Spectrum Investment Advisors, Inc. | 1,943 | $31.1 萬 | 0.23% | 00.0% | 不變 |
| Allstate Corp | 1,924 | $30.7 萬 | 0.02% | −103−5.1% | 減碼 |
| Sugarloaf Wealth Management, LLC | 1,921 | $30.7 萬 | 0.06% | +138+7.7% | 加碼 |
| WoodTrust Financial Corp | 1,908 | $30.5 萬 | 0.05% | +306+19.1% | 加碼 |
| Perkins Coie Trust Co | 1,901 | $30.4 萬 | 0.07% | 00.0% | 不變 |
| Keystone Financial Services | 1,899 | $30.3 萬 | 0.13% | −42−2.2% | 減碼 |
| CWA Asset Management Group, LLC | 1,896 | $30.3 萬 | 0.02% | +1,896 | 新進 |
| Goldstein Advisors, LLC | 1,886 | $30.1 萬 | 0.05% | −1−0.1% | 減碼 |
| CKW Financial Group | 1,900 | $30.1 萬 | 0.04% | 00.0% | 不變 |
| Polymer Capital Management (HK) LTD | 1,874 | $30.0 萬 | 0.08% | +1,874 | 新進 |
| Tobam | 1,864 | $29.8 萬 | 0.03% | 00.0% | 不變 |
| Marcum Wealth, LLC | 1,861 | $29.7 萬 | 0.03% | −4−0.2% | 減碼 |
| Palogic Value Management, L.P. | 1,858 | $29.7 萬 | 0.13% | +16+0.9% | 加碼 |
| Berry Wealth Group, LP | 1,830 | $29.2 萬 | 0.24% | −822−31.0% | 減碼 |
| Lodestar Private Asset Management LLC | 1,830 | $29.2 萬 | 0.04% | 00.0% | 不變 |
| River Street Advisors LLC | 1,830 | $29.2 萬 | 0.20% | +1,830 | 新進 |
| Dearborn Partners LLC | 1,824 | $29.2 萬 | 0.01% | −721−28.3% | 減碼 |
| Norris Perne & French LLP | 1,818 | $29.1 萬 | 0.02% | 00.0% | 不變 |
| Edge Capital Group, LLC | 1,816 | $29.0 萬 | 0.01% | 00.0% | 不變 |
| Highlander Partners, L.P. | 1,900 | $29.0 萬 | 0.20% | +1,900 | 新進 |
| First Manhattan Co | 1,810 | $28.9 萬 | 0.00% | −290−13.8% | 減碼 |
| Richard W. Paul & Associates, LLC | 1,808 | $28.9 萬 | 0.12% | −728−28.7% | 減碼 |
| Gateway Investment Advisers LLC | 1,808 | $28.9 萬 | 0.00% | −139−7.1% | 減碼 |
| Wealth Management Associates, Inc. | 1,938 | $28.9 萬 | 0.14% | 00.0% | 不變 |
| Security Financial Services, INC. | 1,798 | $28.7 萬 | 0.06% | +167+10.2% | 加碼 |
| Fisher Asset Management, LLC | 1,796 | $28.7 萬 | 0.00% | −435−19.5% | 減碼 |
| Cullen/Frost Bankers, Inc. | 1,779 | $28.4 萬 | 0.00% | +1,779 | 新進 |
| Cutter & CO Brokerage, Inc. | 1,778 | $28.4 萬 | 0.07% | 00.0% | 不變 |
| Security National Bank of Sioux City Iowa | 1,770 | $28.3 萬 | 0.20% | −22−1.2% | 減碼 |
| Icon Wealth Advisors, LLC | 1,769 | $28.3 萬 | 0.03% | +530+42.8% | 加碼 |
| Catalina Capital Group, LLC | 1,766 | $28.2 萬 | 0.12% | +1,766 | 新進 |
| LCNB Corp | 1,760 | $28.1 萬 | 0.10% | −170−8.8% | 減碼 |
| Western Pacific Wealth Management, LP | 1,757 | $28.1 萬 | 0.20% | −305−14.8% | 減碼 |
| Independence Bank of Kentucky | 1,756 | $28.1 萬 | 0.08% | −330−15.8% | 減碼 |
| Tranquilli Financial Advisor LLC | 1,754 | $28.0 萬 | 0.19% | +1,754 | 新進 |
| Aaron Wealth Advisors | 1,751 | $28.0 萬 | 0.04% | +1,751 | 新進 |
| Power Wealth Management LLC | 1,748 | $27.9 萬 | 0.18% | −739−29.7% | 減碼 |
| BOK Financial Private Wealth, Inc. | 1,741 | $27.8 萬 | 0.02% | −109−5.9% | 減碼 |
| Monterey Private Wealth, Inc. | 1,740 | $27.8 萬 | 0.11% | +7+0.4% | 加碼 |
| Schnieders Capital Management LLC | 1,722 | $27.5 萬 | 0.06% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 1,720 | $27.5 萬 | 0.04% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 1,717 | $27.4 萬 | 0.01% | −851−33.1% | 減碼 |
| Jackson Creek Investment Advisors LLC | 1,717 | $27.4 萬 | 0.10% | −23−1.3% | 減碼 |
| Harbour Trust & Investment Management Co | 1,714 | $27.4 萬 | 0.03% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 1,710 | $27.3 萬 | 0.16% | +10+0.6% | 加碼 |
| Nicholas Hoffman & Company, LLC. | 1,704 | $27.2 萬 | 0.01% | 00.0% | 不變 |
| Legacy Financial Group LLC | 1,701 | $27.2 萬 | 0.06% | +1,701 | 新進 |
| Union Savings Bank | 1,700 | $27.2 萬 | 0.14% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 1,680 | $26.8 萬 | 0.05% | +4+0.2% | 加碼 |
| Trust Co of Toledo NA | 1,679 | $26.8 萬 | 0.04% | −670−28.5% | 減碼 |
| Boomfish Wealth Group, LLC | 1,678 | $26.8 萬 | 0.18% | 00.0% | 不變 |
| Richwood Investment Advisors, LLC | 1,675 | $26.8 萬 | 0.24% | 00.0% | 不變 |
| Rockland Trust Co | 1,672 | $26.7 萬 | 0.01% | 00.0% | 不變 |
| Alexander Labrunerie & Co., Inc. | 1,668 | $26.7 萬 | 0.15% | +1,668 | 新進 |
| Seeds Investor LLC | 1,658 | $26.5 萬 | 0.24% | +1,658 | 新進 |
| Latitude Advisors, LLC | 1,641 | $26.2 萬 | 0.16% | +114+7.5% | 加碼 |
| Fairfield, Bush & Co. | 1,640 | $26.2 萬 | 0.16% | −825−33.5% | 減碼 |
| Stonegate Investment Group, LLC | 1,640 | $26.2 萬 | 0.01% | +60+3.8% | 加碼 |
| Phillips Wealth Planners LLC | 1,787 | $26.2 萬 | 0.30% | +249+16.2% | 加碼 |
| ICA Group Wealth Management, LLC | 1,636 | $26.1 萬 | 0.05% | +180+12.4% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 1,632 | $26.1 萬 | 0.10% | +32+2.0% | 加碼 |
| Old Second National Bank of Aurora | 1,631 | $26.1 萬 | 0.07% | −39−2.3% | 減碼 |
| Hourglass Capital, LLC | 1,618 | $25.9 萬 | 0.08% | +1,618 | 新進 |
| Centaurus Financial, Inc. | 1,617 | $25.8 萬 | 0.02% | +227+16.3% | 加碼 |
| O'Dell Group, LLC | 1,608 | $25.7 萬 | 0.06% | 00.0% | 不變 |
| 25 LLC | 1,608 | $25.7 萬 | 0.13% | 00.0% | 不變 |
| Winton Group Ltd | 1,607 | $25.7 萬 | 0.02% | +1,607 | 新進 |
| Cape Cod Five Cents Savings Bank | 1,607 | $25.7 萬 | 0.02% | −584−26.7% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 1,605 | $25.7 萬 | 0.08% | +1,605 | 新進 |
| Prospera Financial Services Inc | 1,605 | $25.7 萬 | 0.01% | +1,605 | 新進 |
| West Bancorporation Inc | 1,602 | $25.6 萬 | 0.17% | +1,602 | 新進 |
| Vision Capital Management, Inc. | 1,602 | $25.6 萬 | 0.04% | 00.0% | 不變 |
| Alta Advisers Ltd | 1,600 | $25.6 萬 | 0.13% | 00.0% | 不變 |
| All Terrain Financial Advisors, LLC | 1,600 | $25.6 萬 | 0.11% | 00.0% | 不變 |
| Edge Financial Advisors LLC | 1,600 | $25.6 萬 | 0.23% | +1,600 | 新進 |
| Washington Trust Advisors, Inc. | 1,590 | $25.4 萬 | 0.02% | 00.0% | 不變 |
| Wealthcare Advisory Partners LLC | 1,588 | $25.4 萬 | 0.01% | +1,588 | 新進 |
| Meeder Asset Management Inc | 1,578 | $25.2 萬 | 0.02% | −2,769−63.7% | 減碼 |
| Verus Capital Partners, LLC | 1,576 | $25.2 萬 | 0.03% | +37+2.4% | 加碼 |
| Gilliland Jeter Wealth Management LLC | 1,571 | $25.1 萬 | 0.09% | −1,205−43.4% | 減碼 |
| De Burlo Group Inc | 1,563 | $25.0 萬 | 0.03% | −500−24.2% | 減碼 |
| Girard Partners Ltd. | 1,562 | $25.0 萬 | 0.02% | +1,562 | 新進 |
| Isthmus Partners, LLC | 1,558 | $24.9 萬 | 0.03% | 00.0% | 不變 |
| ASB Consultores, LLC | 1,544 | $24.7 萬 | 0.06% | +1,544 | 新進 |
| McAdam, LLC | 1,541 | $24.6 萬 | 0.02% | +1,541 | 新進 |
| Bellevue Asset Management, LLC | 1,540 | $24.6 萬 | 0.14% | 00.0% | 不變 |
| Onefund, LLC | 1,545 | $24.5 萬 | 0.29% | −41−2.6% | 減碼 |
| Concord Wealth Partners | 1,532 | $24.5 萬 | 0.04% | +348+29.4% | 加碼 |
| First Bank & Trust | 1,532 | $24.5 萬 | 0.05% | +1,532 | 新進 |
| Castleview Partners, LLC | 1,529 | $24.4 萬 | 0.14% | +416+37.4% | 加碼 |
| Chicago Partners Investment Group LLC | 1,570 | $24.4 萬 | 0.01% | −449−22.2% | 減碼 |
| Advanced Asset Management Advisors Inc | 1,525 | $24.4 萬 | 0.06% | −155−9.2% | 減碼 |