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 |
|---|---|---|---|---|---|
| Duncker Streett & Co Inc | 10,834 | $173.1 萬 | 0.34% | 00.0% | 不變 |
| Lido Advisors, LLC | 10,811 | $172.8 萬 | 0.02% | +1,102+11.4% | 加碼 |
| Central Pacific Bank - Trust Division | 10,884 | $172.6 萬 | 0.21% | +10,884 | 新進 |
| Oliver Lagore Vanvalin Investment Group | 10,594 | $169.3 萬 | 0.51% | +1,223+13.1% | 加碼 |
| Wolf Group Capital Advisors | 13,378 | $168.8 萬 | 0.80% | 00.0% | 不變 |
| Jefferies Financial Group Inc. | 10,527 | $168.2 萬 | 0.03% | −15,314−59.3% | 減碼 |
| Ifrah Financial Services, Inc. | 10,480 | $167.5 萬 | 0.47% | −210−2.0% | 減碼 |
| Allianz SE | 10,466 | $167.3 萬 | 0.05% | +10,466 | 新進 |
| DoubleLine ETF Adviser LP | 10,453 | $167.1 萬 | 0.43% | +395+3.9% | 加碼 |
| City Holding Co | 10,407 | $166.3 萬 | 0.25% | +415+4.2% | 加碼 |
| Jacobi Capital Management LLC | 10,405 | $166.3 萬 | 0.15% | +11+0.1% | 加碼 |
| Embree Financial Group | 10,270 | $164.1 萬 | 0.32% | −3,600−26.0% | 減碼 |
| Palouse Capital Management, Inc. | 10,241 | $163.7 萬 | 1.08% | −625−5.8% | 減碼 |
| ICW Investment Advisors LLC | 10,176 | $162.6 萬 | 0.72% | +367+3.7% | 加碼 |
| Dorchester Wealth Management Co | 10,037 | $160.4 萬 | 0.29% | −115−1.1% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,000 | $159.8 萬 | 0.34% | +10,000 | 新進 |
| Boston Private Wealth LLC | 9,982 | $159.5 萬 | 0.04% | +161+1.6% | 加碼 |
| Pflug Koory, LLC | 9,965 | $159.3 萬 | 0.78% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 9,963 | $159.2 萬 | 0.15% | −1,393−12.3% | 減碼 |
| Merit Financial Group, LLC | 10,661 | $159.1 萬 | 0.04% | +2,716+34.2% | 加碼 |
| Johnson Investment Counsel Inc | 9,927 | $158.7 萬 | 0.02% | −348−3.4% | 減碼 |
| Global Retirement Partners, LLC | 9,921 | $158.6 萬 | 0.06% | +689+7.5% | 加碼 |
| Harbour Investments, Inc. | 9,874 | $157.8 萬 | 0.06% | +1,694+20.7% | 加碼 |
| Pitcairn Co | 9,831 | $157.1 萬 | 0.10% | +425+4.5% | 加碼 |
| Manchester Capital Management LLC | 9,782 | $156.3 萬 | 0.19% | +73+0.8% | 加碼 |
| GAMMA Investing LLC | 9,765 | $156.1 萬 | 0.32% | +1,308+15.5% | 加碼 |
| Montecito Bank & Trust | 9,750 | $155.8 萬 | 0.31% | −641−6.2% | 減碼 |
| Smithfield Trust Co | 9,723 | $155.5 萬 | 0.08% | −338−3.4% | 減碼 |
| Signature Wealth Management Group | 10,249 | $152.3 萬 | 0.69% | +561+5.8% | 加碼 |
| Meeder Advisory Services, Inc. | 9,509 | $152.0 萬 | 0.15% | +286+3.1% | 加碼 |
| Clearstead Advisors, LLC | 9,915 | $151.9 萬 | 0.08% | −265−2.6% | 減碼 |
| Sabal Trust CO | 9,495 | $151.7 萬 | 0.09% | −14−0.1% | 減碼 |
| Callahan Advisors, LLC | 9,485 | $151.6 萬 | 0.16% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 9,468 | $151.3 萬 | 0.05% | +305+3.3% | 加碼 |
| Avantax Advisory Services, Inc. | 9,437 | $150.8 萬 | 0.01% | −851−8.3% | 減碼 |
| Lester Murray Antman dba SimplyRich | 9,418 | $150.6 萬 | 0.49% | 00.0% | 不變 |
| Horizon Investments, LLC | 9,388 | $150.0 萬 | 0.04% | +450+5.0% | 加碼 |
| First Interstate Bank | 9,357 | $149.5 萬 | 0.10% | −138−1.5% | 減碼 |
| Lionsbridge Wealth Management LLC | 9,343 | $149.3 萬 | 1.15% | −183−1.9% | 減碼 |
| SpiderRock Advisors, LLC | 9,725 | $148.0 萬 | 0.05% | +9,725 | 新進 |
| Profund Advisors LLC | 9,235 | $147.6 萬 | 0.06% | +1,164+14.4% | 加碼 |
| Moody National Bank Trust Division | 9,194 | $146.9 萬 | 0.12% | +37+0.4% | 加碼 |
| Darwin Advisors, LLC | 9,127 | $145.9 萬 | 0.41% | −1,183−11.5% | 減碼 |
| Knollwood Investment Advisory, LLC | 9,050 | $144.6 萬 | 0.26% | 00.0% | 不變 |
| Boston Partners | 9,049 | $144.6 萬 | 0.00% | −732−7.5% | 減碼 |
| Qtron Investments LLC | 9,031 | $144.3 萬 | 0.20% | +331+3.8% | 加碼 |
| Secure Asset Management, LLC | 8,907 | $142.4 萬 | 0.33% | −89−1.0% | 減碼 |
| Financial Advocates Investment Management | 8,885 | $142.0 萬 | 0.08% | −1,075−10.8% | 減碼 |
| Arcataur Capital Management LLC | 8,884 | $142.0 萬 | 0.51% | −55−0.6% | 減碼 |
| Washington Trust Co | 8,843 | $141.3 萬 | 0.05% | −50−0.6% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 8,818 | $140.9 萬 | 0.03% | 00.0% | 不變 |
| Key Financial Inc | 8,812 | $140.8 萬 | 0.36% | 00.0% | 不變 |
| Lederer & Associates Investment Counsel | 8,772 | $140.2 萬 | 0.97% | −117−1.3% | 減碼 |
| Evoke Wealth, LLC | 8,745 | $139.8 萬 | 0.04% | +8,745 | 新進 |
| Guardian Capital LP | 8,735 | $139.6 萬 | 0.05% | −75−0.9% | 減碼 |
| Freestone Capital Holdings, LLC | 8,730 | $139.5 萬 | 0.05% | 00.0% | 不變 |
| Sanibel Captiva Trust Company, Inc. | 8,711 | $139.2 萬 | 0.05% | +100+1.2% | 加碼 |
| Green Harvest Asset Management LLC | 8,690 | $138.9 萬 | 0.03% | +10+0.1% | 加碼 |
| Lebenthal Global Advisors, LLC | 8,673 | $138.6 萬 | 0.31% | +20+0.2% | 加碼 |
| Brown Brothers Harriman & Co | 8,595 | $137.4 萬 | 0.01% | −516−5.7% | 減碼 |
| Archford Capital Strategies, LLC | 8,582 | $137.2 萬 | 0.23% | −75−0.9% | 減碼 |
| Dean Investment Associates, LLC | 8,544 | $136.6 萬 | 0.19% | −882−9.4% | 減碼 |
| Dynamic Advisor Solutions LLC | 8,518 | $136.1 萬 | 0.05% | +413+5.1% | 加碼 |
| Wayfinding Financial, LLC | 8,826 | $135.2 萬 | 0.79% | +53+0.6% | 加碼 |
| Change Path, LLC | 8,450 | $135.1 萬 | 0.05% | +2,360+38.8% | 加碼 |
| Granite Investment Partners, LLC | 8,440 | $134.9 萬 | 0.05% | 00.0% | 不變 |
| Addison Advisors LLC | 8,397 | $134.2 萬 | 0.46% | 00.0% | 不變 |
| Thoroughbred Financial Services, LLC | 8,401 | $134.2 萬 | 0.13% | −5,623−40.1% | 減碼 |
| Independent Advisor Alliance | 8,350 | $133.4 萬 | 0.05% | +279+3.5% | 加碼 |
| Regal Investment Advisors LLC | 8,322 | $133.0 萬 | 0.09% | +97+1.2% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 8,139 | $130.1 萬 | 0.61% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 8,119 | $129.8 萬 | 0.14% | −206−2.5% | 減碼 |
| Moneta Group Investment Advisors LLC | 8,099 | $129.4 萬 | 0.02% | +1,299+19.1% | 加碼 |
| Williams Jones Wealth Management, LLC. | 8,065 | $128.9 萬 | 0.02% | 00.0% | 不變 |
| Anchor Capital Advisors LLC | 8,045 | $128.6 萬 | 0.03% | −19−0.2% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 8,043 | $128.5 萬 | 0.46% | −285−3.4% | 減碼 |
| Mitchell Capital Management Co | 8,002 | $127.9 萬 | 0.25% | −520−6.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 7,930 | $126.7 萬 | 0.03% | +844+11.9% | 加碼 |
| Grimes & Company, Inc. | 7,913 | $126.5 萬 | 0.04% | −601−7.1% | 減碼 |
| Koshinski Asset Management, Inc. | 7,856 | $125.6 萬 | 0.13% | −2,388−23.3% | 減碼 |
| HighPoint Advisor Group LLC | 8,093 | $124.0 萬 | 0.09% | +33+0.4% | 加碼 |
| Groupama Asset Managment | 3,725 | $123.4 萬 | 0.02% | −5,009−57.4% | 減碼 |
| Intelligence Driven Advisers, LLC | 7,665 | $122.5 萬 | 0.18% | −1,000−11.5% | 減碼 |
| Unique Wealth, LLC | 7,656 | $122.3 萬 | 0.35% | +1,960+34.4% | 加碼 |
| First Nebraska Trust Co | 7,635 | $122.0 萬 | 0.13% | 00.0% | 不變 |
| Empowered Funds, LLC | 7,628 | $121.9 萬 | 0.02% | +1,199+18.6% | 加碼 |
| Stratos Wealth Partners, LTD. | 7,611 | $121.6 萬 | 0.02% | −737−8.8% | 減碼 |
| Stevard, LLC | 7,600 | $121.5 萬 | 1.09% | 00.0% | 不變 |
| Peoples Bank | 7,590 | $121.3 萬 | 0.68% | −80−1.0% | 減碼 |
| True North Advisors, LLC | 7,563 | $120.9 萬 | 0.33% | +5+0.1% | 加碼 |
| Miracle Mile Advisors, LLC | 7,553 | $120.7 萬 | 0.03% | +263+3.6% | 加碼 |
| Chicago Trust Co NA | 7,540 | $120.5 萬 | 0.25% | +38+0.5% | 加碼 |
| Legend Financial Advisors, Inc. | 7,526 | $120.3 萬 | 0.87% | 00.0% | 不變 |
| Radnor Capital Management, LLC | 7,524 | $120.2 萬 | 0.20% | 00.0% | 不變 |
| Focus Financial Network, Inc. | 8,165 | $120.0 萬 | 0.06% | +8,165 | 新進 |
| Equitable Holdings, Inc. | 7,504 | $119.9 萬 | 0.01% | +1,276+20.5% | 加碼 |
| Meritage Portfolio Management | 7,493 | $119.8 萬 | 0.08% | 00.0% | 不變 |
| IFP Advisors, Inc | 7,477 | $119.5 萬 | 0.05% | +531+7.6% | 加碼 |
| JGP Wealth Management, LLC | 7,476 | $119.5 萬 | 0.17% | +4,039+117.5% | 加碼 |
| Abacus Planning Group, Inc. | 7,407 | $118.4 萬 | 0.23% | 00.0% | 不變 |