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 |
|---|---|---|---|---|---|
| Landaas & Co | 6,313 | $94.1 萬 | 0.29% | 00.0% | 不變 |
| Certified Advisory Corp | 6,320 | $94.2 萬 | 0.12% | −18−0.3% | 減碼 |
| Nicolet Bankshares Inc | 6,359 | $94.8 萬 | 0.24% | −231−3.5% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,380 | $95.1 萬 | 0.36% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 6,381 | $95.1 萬 | 0.14% | +930+17.1% | 加碼 |
| Institute for Wealth Management, LLC. | 6,389 | $95.2 萬 | 0.13% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 6,399 | $95.4 萬 | 0.05% | −48−0.7% | 減碼 |
| CoreFirst Bank & Trust | 6,400 | $95.4 萬 | 0.64% | 00.0% | 不變 |
| Central Bank & Trust Co | 6,423 | $95.7 萬 | 0.13% | 00.0% | 不變 |
| Financial Advocates Investment Management | 6,429 | $95.8 萬 | 0.06% | −2,456−27.6% | 減碼 |
| Koshinski Asset Management, Inc. | 6,344 | $95.9 萬 | 0.09% | −1,512−19.2% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 6,460 | $96.3 萬 | 0.01% | 00.0% | 不變 |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,500 | $96.9 萬 | 0.15% | −3,500−35.0% | 減碼 |
| NBT Bank N A | 6,510 | $97.0 萬 | 0.07% | −577−8.1% | 減碼 |
| NorthRock Partners, LLC | 6,561 | $97.8 萬 | 0.04% | +257+4.1% | 加碼 |
| Voya Financial Advisors, Inc. | 6,581 | $98.1 萬 | 0.11% | +285+4.5% | 加碼 |
| Quadrant Capital Group LLC | 6,588 | $98.2 萬 | 0.07% | +551+9.1% | 加碼 |
| Smith, Moore & Co. | 6,632 | $98.8 萬 | 0.10% | +805+13.8% | 加碼 |
| Capital International Sarl | 6,645 | $99.0 萬 | 0.03% | +3,680+124.1% | 加碼 |
| Boston Family Office LLC | 6,672 | $99.4 萬 | 0.07% | +2,447+57.9% | 加碼 |
| Occudo Quantitative Strategies LP | 6,695 | $99.8 萬 | 0.18% | +6,695 | 新進 |
| Legacy Advisors, LLC | 6,735 | $100.4 萬 | 0.12% | +668+11.0% | 加碼 |
| Ridgepath Capital Management LLC | 6,748 | $100.6 萬 | 0.99% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 6,757 | $100.7 萬 | 0.08% | +5,477+427.9% | 加碼 |
| USA Financial Portformulas Corp | 6,776 | $101.0 萬 | 0.16% | +488+7.8% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,788 | $101.1 萬 | 0.00% | −4,265−38.6% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,785 | $101.1 萬 | 0.03% | −2,683−28.3% | 減碼 |
| VeraBank, N.A. | 6,805 | $101.4 萬 | 0.32% | 00.0% | 不變 |
| Argonautica Private Wealth Management, Inc | 6,828 | $101.8 萬 | 0.35% | 00.0% | 不變 |
| HBK Sorce Advisory LLC | 6,841 | $102.0 萬 | 0.04% | −191−2.7% | 減碼 |
| Bowman & Co S.C. | 6,844 | $102.0 萬 | 0.59% | +545+8.7% | 加碼 |
| Tectonic Advisors LLC | 6,888 | $102.7 萬 | 0.07% | +467+7.3% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 6,940 | $103.4 萬 | 0.03% | +1,759+34.0% | 加碼 |
| Transcend Wealth Collective, LLC | 6,958 | $103.7 萬 | 0.08% | +2,237+47.4% | 加碼 |
| Brown Capital Management LLC | 7,042 | $105.0 萬 | 0.02% | +8+0.1% | 加碼 |
| Avantax Planning Partners, Inc. | 7,053 | $105.1 萬 | 0.03% | +7,053 | 新進 |
| RDA Financial Network | 7,070 | $105.4 萬 | 0.35% | +4+0.1% | 加碼 |
| Legacy Trust | 7,112 | $106.0 萬 | 0.26% | −47−0.7% | 減碼 |
| Quantitative Investment Management, LLC | 7,138 | $106.3 萬 | 0.12% | +7,138 | 新進 |
| Groupama Asset Managment | 7,325 | $109.2 萬 | 0.02% | +3,600+96.6% | 加碼 |
| Wesbanco Bank Inc | 7,343 | $109.4 萬 | 0.04% | +635+9.5% | 加碼 |
| Farther Finance Advisors, LLC | 7,456 | $109.7 萬 | 0.05% | +5,381+259.3% | 加碼 |
| Spinnaker Trust | 7,371 | $109.9 萬 | 0.07% | 00.0% | 不變 |
| Trust Asset Management LLC | 7,400 | $110.3 萬 | 0.09% | 00.0% | 不變 |
| CSS LLC | 7,400 | $110.3 萬 | 0.08% | +700+10.4% | 加碼 |
| Abacus Planning Group, Inc. | 7,445 | $111.0 萬 | 0.22% | +38+0.5% | 加碼 |
| Peoples Bank | 7,450 | $111.0 萬 | 0.58% | −140−1.8% | 減碼 |
| Meritage Portfolio Management | 7,493 | $111.7 萬 | 0.07% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 7,509 | $111.9 萬 | 0.00% | +4,347+137.5% | 加碼 |
| Legend Financial Advisors, Inc. | 7,526 | $112.2 萬 | 0.80% | 00.0% | 不變 |
| Gould Capital, LLC | 7,551 | $112.5 萬 | 0.79% | +175+2.4% | 加碼 |
| True North Advisors, LLC | 7,558 | $112.6 萬 | 0.30% | −5−0.1% | 減碼 |
| Court Place Advisors, LLC | 7,558 | $112.6 萬 | 0.35% | +710+10.4% | 加碼 |
| Chicago Trust Co NA | 7,585 | $113.0 萬 | 0.23% | +45+0.6% | 加碼 |
| Stevard, LLC | 7,600 | $113.3 萬 | 0.98% | 00.0% | 不變 |
| Unique Wealth Strategies, LLC | 7,108 | $113.6 萬 | 0.53% | 00.0% | 不變 |
| First Nebraska Trust Co | 7,635 | $113.8 萬 | 0.12% | 00.0% | 不變 |
| AAFMAA Wealth Management & Trust LLC | 7,635 | $113.8 萬 | 0.56% | +7,635 | 新進 |
| Intelligence Driven Advisers, LLC | 7,681 | $114.5 萬 | 0.16% | +16+0.2% | 加碼 |
| Change Path, LLC | 7,683 | $114.5 萬 | 0.06% | −767−9.1% | 減碼 |
| Boston Private Wealth LLC | 7,698 | $114.7 萬 | 0.03% | −2,284−22.9% | 減碼 |
| Anchor Capital Advisors LLC | 7,715 | $115.0 萬 | 0.03% | −330−4.1% | 減碼 |
| Beacon Bridge Wealth Partners, LLC | 7,752 | $115.5 萬 | 0.53% | −387−4.8% | 減碼 |
| JGP Wealth Management, LLC | 7,765 | $115.7 萬 | 0.17% | +289+3.9% | 加碼 |
| Sciencast Management LP | 7,765 | $115.7 萬 | 0.40% | +7,765 | 新進 |
| Annis Gardner Whiting Capital Advisors, LLC | 7,769 | $115.8 萬 | 0.33% | −274−3.4% | 減碼 |
| IFP Advisors, Inc | 7,778 | $115.9 萬 | 0.05% | +301+4.0% | 加碼 |
| Haverford Trust Co | 7,796 | $116.2 萬 | 0.01% | +6,540+520.7% | 加碼 |
| Washington Trust Co | 7,895 | $117.7 萬 | 0.04% | −948−10.7% | 減碼 |
| Miracle Mile Advisors, LLC | 7,918 | $118.0 萬 | 0.03% | +365+4.8% | 加碼 |
| Ballentine Partners, LLC | 7,961 | $118.7 萬 | 0.02% | +799+11.2% | 加碼 |
| Dean Investment Associates, LLC | 7,969 | $118.8 萬 | 0.17% | −575−6.7% | 減碼 |
| Synergy Financial Management, LLC | 7,980 | $118.9 萬 | 0.19% | +1,558+24.3% | 加碼 |
| AlTi Global, Inc. | 8,005 | $119.3 萬 | 0.03% | +6,751+538.4% | 加碼 |
| Grimes & Company, Inc. | 8,012 | $119.4 萬 | 0.04% | +99+1.3% | 加碼 |
| Brown Brothers Harriman & Co | 8,047 | $119.9 萬 | 0.01% | −548−6.4% | 減碼 |
| Williams Jones Wealth Management, LLC. | 8,065 | $120.2 萬 | 0.01% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 8,096 | $120.7 萬 | 0.23% | +5,226+182.1% | 加碼 |
| Integral Investment Advisors, Inc. | 8,200 | $122.2 萬 | 0.45% | +1,685+25.9% | 加碼 |
| Semmax Financial Advisors Inc. | 7,547 | $122.6 萬 | 0.37% | +945+14.3% | 加碼 |
| SRS Capital Advisors, Inc. | 8,263 | $123.2 萬 | 0.12% | +144+1.8% | 加碼 |
| Lederer & Associates Investment Counsel | 8,372 | $124.8 萬 | 0.90% | −400−4.6% | 減碼 |
| Moneta Group Investment Advisors LLC | 8,383 | $124.9 萬 | 0.02% | +284+3.5% | 加碼 |
| Addison Advisors LLC | 8,397 | $125.1 萬 | 0.40% | 00.0% | 不變 |
| Granite Investment Partners, LLC | 8,440 | $125.8 萬 | 0.05% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 8,459 | $126.1 萬 | 0.28% | −214−2.5% | 減碼 |
| Flputnam Investment Management Co | 8,484 | $126.4 萬 | 0.02% | +8,484 | 新進 |
| Horizon Investments, LLC | 8,701 | $129.7 萬 | 0.04% | −687−7.3% | 減碼 |
| Empowered Funds, LLC | 8,702 | $129.7 萬 | 0.02% | +1,074+14.1% | 加碼 |
| Freestone Capital Holdings, LLC | 8,704 | $129.7 萬 | 0.05% | −26−0.3% | 減碼 |
| Connor, Clark & Lunn Investment Management Ltd. | 8,705 | $129.7 萬 | 0.01% | +1,893+27.8% | 加碼 |
| Archford Capital Strategies, LLC | 8,736 | $130.2 萬 | 0.21% | +154+1.8% | 加碼 |
| Regal Investment Advisors LLC | 8,767 | $130.7 萬 | 0.09% | +445+5.3% | 加碼 |
| Key Financial Inc | 8,812 | $131.3 萬 | 0.31% | 00.0% | 不變 |
| Profund Advisors LLC | 8,813 | $131.3 萬 | 0.05% | −422−4.6% | 減碼 |
| Wayfinding Financial, LLC | 8,822 | $131.4 萬 | 0.74% | −40.0% | 減碼 |
| Ferguson Wellman Capital Management, Inc | 8,818 | $131.4 萬 | 0.03% | 00.0% | 不變 |
| Lindbrook Capital, LLC | 8,846 | $131.8 萬 | 0.12% | +3,010+51.6% | 加碼 |
| Arcataur Capital Management LLC | 8,854 | $132.0 萬 | 0.47% | −30−0.3% | 減碼 |
| Dynamic Advisor Solutions LLC | 8,854 | $132.0 萬 | 0.04% | +336+3.9% | 加碼 |