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 2 季 13F 持有人
Fiserv Inc 在 2024/6/30 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
- 1,669
- 較 2024 年第 1 季 +47 家
- 持有股數
- 5.19 億
- 較 2024 年第 1 季 −1,269 萬 (−2.4%)
- 總市值
- $773.8 億
- 較 2024 年第 1 季 −$74.2 億 (−8.7%)
- 新進機構
- 139
- 另有 642 家加碼
- 清倉機構
- 92
- 另有 620 家減碼
另有 24 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Old National Bancorp | 2,385 | $35.5 萬 | 0.01% | −28−1.2% | 減碼 |
| Group One Trading, L.P. | 2,396 | $35.7 萬 | 0.01% | +2,396 | 新進 |
| Meyer Handelman Co | 2,400 | $35.8 萬 | 0.01% | 00.0% | 不變 |
| Corundum Group, Inc. | 2,400 | $35.8 萬 | 0.14% | 00.0% | 不變 |
| CM Wealth Advisors LLC | 2,410 | $35.9 萬 | 0.17% | 00.0% | 不變 |
| Invesco, LLC | 2,412 | $35.9 萬 | 0.15% | −123−4.9% | 減碼 |
| Peterson Wealth Services | 2,427 | $36.2 萬 | 0.13% | +15+0.6% | 加碼 |
| Childress Capital Advisors, LLC | 2,427 | $36.2 萬 | 0.10% | +73+3.1% | 加碼 |
| Cascade Financial Partners, LLC | 2,428 | $36.2 萬 | 0.05% | 00.0% | 不變 |
| Janney Capital Management LLC | 2,440 | $36.4 萬 | 0.03% | 00.0% | 不變 |
| Sage Mountain Advisors LLC | 2,447 | $36.5 萬 | 0.03% | +72+3.0% | 加碼 |
| M3 Advisory Group, LLC | 2,474 | $36.9 萬 | 0.30% | +269+12.2% | 加碼 |
| Capital Asset Advisory Services LLC | 2,444 | $36.9 萬 | 0.02% | −1,180−32.6% | 減碼 |
| Castleview Partners, LLC | 2,484 | $37.0 萬 | 0.21% | +955+62.5% | 加碼 |
| WBH Advisory Inc | 2,493 | $37.2 萬 | 0.04% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 2,505 | $37.3 萬 | 0.13% | −259−9.4% | 減碼 |
| Leavell Investment Management, Inc. | 2,511 | $37.4 萬 | 0.02% | +116+4.8% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 2,516 | $37.5 萬 | 0.05% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 2,523 | $37.6 萬 | 0.00% | +2,523 | 新進 |
| Northwest Bancshares, Inc. | 2,541 | $37.9 萬 | 0.06% | −1,495−37.0% | 減碼 |
| Arkadios Wealth Advisors | 2,543 | $37.9 萬 | 0.03% | +2,543 | 新進 |
| Waterloo Capital, L.P. | 2,545 | $37.9 萬 | 0.05% | −591−18.8% | 減碼 |
| Venture Visionary Partners LLC | 2,563 | $38.2 萬 | 0.02% | 00.0% | 不變 |
| Verdad Advisers, LP | 2,568 | $38.3 萬 | 0.44% | −3,044−54.2% | 減碼 |
| CVA Family Office, LLC | 2,568 | $38.3 萬 | 0.07% | +25+1.0% | 加碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,577 | $38.4 萬 | 0.09% | −75−2.8% | 減碼 |
| Y.D. More Investments Ltd | 2,577 | $38.4 萬 | 0.04% | −149−5.5% | 減碼 |
| Trueblood Wealth Management, LLC | 2,577 | $38.4 萬 | 0.22% | +30+1.2% | 加碼 |
| Gen-Wealth Partners Inc | 2,592 | $38.6 萬 | 0.19% | +492+23.4% | 加碼 |
| Everhart Financial Group, Inc. | 2,601 | $38.8 萬 | 0.10% | +231+9.7% | 加碼 |
| Csenge Advisory Group | 2,628 | $39.2 萬 | 0.02% | +200+8.2% | 加碼 |
| Salem Investment Counselors Inc | 2,643 | $39.4 萬 | 0.01% | 00.0% | 不變 |
| Vise Technologies, Inc. | 2,644 | $39.4 萬 | 0.07% | +1,242+88.6% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 2,645 | $39.4 萬 | 0.01% | −63−2.3% | 減碼 |
| Sandler Capital Management | 2,650 | $39.5 萬 | 0.08% | 00.0% | 不變 |
| Sentry Investment Management LLC | 2,654 | $39.6 萬 | 0.18% | −543−17.0% | 減碼 |
| Foster & Motley Inc | 2,660 | $39.6 萬 | 0.03% | −350−11.6% | 減碼 |
| Resonant Capital Advisors, LLC | 2,667 | $39.7 萬 | 0.03% | +171+6.9% | 加碼 |
| Private Trust Co NA | 2,676 | $39.9 萬 | 0.04% | +66+2.5% | 加碼 |
| Essex Financial Services, Inc. | 2,508 | $40.2 萬 | 0.03% | +376+17.6% | 加碼 |
| Arete Wealth Advisors, LLC | 2,699 | $40.2 萬 | 0.03% | +2,699 | 新進 |
| Dogwood Wealth Management LLC | 2,698 | $40.2 萬 | 0.25% | +384+16.6% | 加碼 |
| Somerset Group LLC | 2,700 | $40.2 萬 | 0.36% | +2,700 | 新進 |
| Fort Washington Investment Advisors Inc | 2,705 | $40.3 萬 | 0.00% | +304+12.7% | 加碼 |
| Wealth Alliance | 2,709 | $40.4 萬 | 0.05% | −1,276−32.0% | 減碼 |
| PFG Investments, LLC | 2,734 | $40.7 萬 | 0.03% | 00.0% | 不變 |
| Colonial Trust Co | 2,741 | $40.8 萬 | 0.07% | 00.0% | 不變 |
| Financial Counselors Inc | 2,747 | $40.9 萬 | 0.01% | −343−11.1% | 減碼 |
| Kingswood Wealth Advisors, LLC | 2,751 | $41.0 萬 | 0.04% | +128+4.9% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,760 | $41.1 萬 | 0.04% | +101+3.8% | 加碼 |
| Greatmark Investment Partners, Inc. | 2,785 | $41.5 萬 | 0.06% | 00.0% | 不變 |
| Wambolt & Associates, LLC | 2,845 | $41.9 萬 | 0.12% | −53−1.8% | 減碼 |
| CRA Financial Services, LLC | 2,843 | $42.4 萬 | 0.09% | 00.0% | 不變 |
| Adviser Investments LLC | 2,848 | $42.4 萬 | 0.01% | +12+0.4% | 加碼 |
| Catalyst Financial Partners LLC | 2,858 | $42.6 萬 | 0.09% | +219+8.3% | 加碼 |
| PDS Planning, Inc | 2,865 | $42.7 萬 | 0.04% | +49+1.7% | 加碼 |
| Mather Group, LLC. | 2,674 | $42.7 萬 | 0.01% | +973+57.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,884 | $43.0 萬 | 0.01% | −10.0% | 減碼 |
| Schmidt P J Investment Management Inc | 2,888 | $43.0 萬 | 0.08% | 00.0% | 不變 |
| Great Lakes Advisors, LLC | 2,901 | $43.2 萬 | 0.00% | +19+0.7% | 加碼 |
| Callan Family Office, LLC | 2,904 | $43.3 萬 | 0.08% | +2,904 | 新進 |
| Raleigh Capital Management Inc. | 2,931 | $43.7 萬 | 0.19% | +460+18.6% | 加碼 |
| Long Run Wealth Advisors, LLC | 2,943 | $43.9 萬 | 0.11% | 00.0% | 不變 |
| Perigon Wealth Management, LLC | 2,958 | $44.1 萬 | 0.01% | +589+24.9% | 加碼 |
| Apeiron RIA LLC | 2,960 | $44.1 萬 | 0.14% | −7−0.2% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,965 | $44.2 萬 | 0.05% | −10−0.3% | 減碼 |
| One Wealth Advisors, LLC | 2,736 | $44.2 萬 | 0.09% | +291+11.9% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 2,978 | $44.4 萬 | 0.14% | −10.0% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 3,014 | $44.9 萬 | 0.03% | −1,335−30.7% | 減碼 |
| Santori & Peters | 3,031 | $45.2 萬 | 0.19% | −217−6.7% | 減碼 |
| Congress Wealth Management LLC | 3,040 | $45.3 萬 | 0.01% | +875+40.4% | 加碼 |
| Forte Capital LLC | 3,047 | $45.4 萬 | 0.05% | 00.0% | 不變 |
| Hengehold Capital Management LLC | 3,047 | $45.4 萬 | 0.05% | +218+7.7% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 3,061 | $45.7 萬 | 0.00% | +1,040+51.5% | 加碼 |
| Waypoint Capital Advisors, LLC | 3,067 | $45.7 萬 | 0.11% | +55+1.8% | 加碼 |
| BSW Wealth Partners | 3,069 | $45.7 萬 | 0.08% | +248+8.8% | 加碼 |
| Riverbridge Partners LLC | 3,080 | $45.9 萬 | 0.01% | 00.0% | 不變 |
| Curated Wealth Partners LLC | 3,080 | $45.9 萬 | 0.06% | +3,080 | 新進 |
| Obermeyer Wood Investment Counsel, LLLP | 3,081 | $45.9 萬 | 0.03% | +213+7.4% | 加碼 |
| Versor Investments LP | 3,088 | $46.0 萬 | 0.08% | +1,600+107.5% | 加碼 |
| Pointe Capital Management LLC | 3,102 | $46.2 萬 | 0.29% | 00.0% | 不變 |
| Legacy Capital Group California, Inc. | 3,109 | $46.3 萬 | 0.17% | +34+1.1% | 加碼 |
| Atlantic Trust, LLC | 3,152 | $47.0 萬 | 0.12% | +27+0.9% | 加碼 |
| Optas, LLC | 3,162 | $47.1 萬 | 0.12% | +49+1.6% | 加碼 |
| First Manhattan Co | 3,164 | $47.2 萬 | 0.00% | +1,354+74.8% | 加碼 |
| Wolverine Trading, LLC | 3,165 | $47.2 萬 | 0.01% | +3,165 | 新進 |
| Marotta Asset Management | 3,211 | $47.2 萬 | 0.10% | +11+0.3% | 加碼 |
| Beacon Financial Advisory LLC | 3,188 | $47.5 萬 | 0.18% | +3,188 | 新進 |
| Brighton Jones LLC | 3,201 | $47.7 萬 | 0.02% | +643+25.1% | 加碼 |
| TD Private Client Wealth LLC | 3,206 | $47.8 萬 | 0.02% | +29+0.9% | 加碼 |
| CTC Alternative Strategies, Ltd. | 3,210 | $47.8 萬 | 0.20% | +3,210 | 新進 |
| Naples Global Advisors, LLC | 3,211 | $47.9 萬 | 0.05% | 00.0% | 不變 |
| SkyOak Wealth, LLC | 3,224 | $48.1 萬 | 0.11% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 3,226 | $48.1 萬 | 0.02% | +1,920+147.0% | 加碼 |
| World Equity Group, Inc. | 3,236 | $48.2 萬 | 0.14% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 3,244 | $48.4 萬 | 0.02% | −453−12.3% | 減碼 |
| Matisse Capital | 3,248 | $48.4 萬 | 0.24% | 00.0% | 不變 |
| ORG Partners LLC | 3,303 | $48.6 萬 | 0.06% | +3,197+3,016.0% | 加碼 |
| Hilltop Holdings Inc. | 3,264 | $48.6 萬 | 0.06% | −8−0.2% | 減碼 |
| Thrive Wealth Management, LLC | 3,289 | $49.0 萬 | 0.10% | +26+0.8% | 加碼 |