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 |
|---|---|---|---|---|---|
| Haverford Trust Co | 7,796 | $116.2 萬 | 0.01% | +6,540+520.7% | 加碼 |
| IFP Advisors, Inc | 7,778 | $115.9 萬 | 0.05% | +301+4.0% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 7,769 | $115.8 萬 | 0.33% | −274−3.4% | 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 |
| Beacon Bridge Wealth Partners, LLC | 7,752 | $115.5 萬 | 0.53% | −387−4.8% | 減碼 |
| Anchor Capital Advisors LLC | 7,715 | $115.0 萬 | 0.03% | −330−4.1% | 減碼 |
| Boston Private Wealth LLC | 7,698 | $114.7 萬 | 0.03% | −2,284−22.9% | 減碼 |
| Change Path, LLC | 7,683 | $114.5 萬 | 0.06% | −767−9.1% | 減碼 |
| Intelligence Driven Advisers, LLC | 7,681 | $114.5 萬 | 0.16% | +16+0.2% | 加碼 |
| 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 |
| Unique Wealth Strategies, LLC | 7,108 | $113.6 萬 | 0.53% | 00.0% | 不變 |
| Stevard, LLC | 7,600 | $113.3 萬 | 0.98% | 00.0% | 不變 |
| Chicago Trust Co NA | 7,585 | $113.0 萬 | 0.23% | +45+0.6% | 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 |
| Gould Capital, LLC | 7,551 | $112.5 萬 | 0.79% | +175+2.4% | 加碼 |
| Legend Financial Advisors, Inc. | 7,526 | $112.2 萬 | 0.80% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 7,509 | $111.9 萬 | 0.00% | +4,347+137.5% | 加碼 |
| Meritage Portfolio Management | 7,493 | $111.7 萬 | 0.07% | 00.0% | 不變 |
| Peoples Bank | 7,450 | $111.0 萬 | 0.58% | −140−1.8% | 減碼 |
| Abacus Planning Group, Inc. | 7,445 | $111.0 萬 | 0.22% | +38+0.5% | 加碼 |
| 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 |
| Spinnaker Trust | 7,371 | $109.9 萬 | 0.07% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 7,456 | $109.7 萬 | 0.05% | +5,381+259.3% | 加碼 |
| Wesbanco Bank Inc | 7,343 | $109.4 萬 | 0.04% | +635+9.5% | 加碼 |
| Groupama Asset Managment | 7,325 | $109.2 萬 | 0.02% | +3,600+96.6% | 加碼 |
| Quantitative Investment Management, LLC | 7,138 | $106.3 萬 | 0.12% | +7,138 | 新進 |
| Legacy Trust | 7,112 | $106.0 萬 | 0.26% | −47−0.7% | 減碼 |
| RDA Financial Network | 7,070 | $105.4 萬 | 0.35% | +4+0.1% | 加碼 |
| Avantax Planning Partners, Inc. | 7,053 | $105.1 萬 | 0.03% | +7,053 | 新進 |
| Brown Capital Management LLC | 7,042 | $105.0 萬 | 0.02% | +8+0.1% | 加碼 |
| Transcend Wealth Collective, LLC | 6,958 | $103.7 萬 | 0.08% | +2,237+47.4% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 6,940 | $103.4 萬 | 0.03% | +1,759+34.0% | 加碼 |
| Tectonic Advisors LLC | 6,888 | $102.7 萬 | 0.07% | +467+7.3% | 加碼 |
| Bowman & Co S.C. | 6,844 | $102.0 萬 | 0.59% | +545+8.7% | 加碼 |
| HBK Sorce Advisory LLC | 6,841 | $102.0 萬 | 0.04% | −191−2.7% | 減碼 |
| Argonautica Private Wealth Management, Inc | 6,828 | $101.8 萬 | 0.35% | 00.0% | 不變 |
| VeraBank, N.A. | 6,805 | $101.4 萬 | 0.32% | 00.0% | 不變 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,785 | $101.1 萬 | 0.03% | −2,683−28.3% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,788 | $101.1 萬 | 0.00% | −4,265−38.6% | 減碼 |
| USA Financial Portformulas Corp | 6,776 | $101.0 萬 | 0.16% | +488+7.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 6,757 | $100.7 萬 | 0.08% | +5,477+427.9% | 加碼 |
| Ridgepath Capital Management LLC | 6,748 | $100.6 萬 | 0.99% | 00.0% | 不變 |
| Legacy Advisors, LLC | 6,735 | $100.4 萬 | 0.12% | +668+11.0% | 加碼 |
| Occudo Quantitative Strategies LP | 6,695 | $99.8 萬 | 0.18% | +6,695 | 新進 |
| Boston Family Office LLC | 6,672 | $99.4 萬 | 0.07% | +2,447+57.9% | 加碼 |
| Capital International Sarl | 6,645 | $99.0 萬 | 0.03% | +3,680+124.1% | 加碼 |
| Smith, Moore & Co. | 6,632 | $98.8 萬 | 0.10% | +805+13.8% | 加碼 |
| Quadrant Capital Group LLC | 6,588 | $98.2 萬 | 0.07% | +551+9.1% | 加碼 |
| Voya Financial Advisors, Inc. | 6,581 | $98.1 萬 | 0.11% | +285+4.5% | 加碼 |
| NorthRock Partners, LLC | 6,561 | $97.8 萬 | 0.04% | +257+4.1% | 加碼 |
| NBT Bank N A | 6,510 | $97.0 萬 | 0.07% | −577−8.1% | 減碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,500 | $96.9 萬 | 0.15% | −3,500−35.0% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 6,460 | $96.3 萬 | 0.01% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 6,344 | $95.9 萬 | 0.09% | −1,512−19.2% | 減碼 |
| Financial Advocates Investment Management | 6,429 | $95.8 萬 | 0.06% | −2,456−27.6% | 減碼 |
| Central Bank & Trust Co | 6,423 | $95.7 萬 | 0.13% | 00.0% | 不變 |
| CoreFirst Bank & Trust | 6,400 | $95.4 萬 | 0.64% | 00.0% | 不變 |
| Lake Street Advisors Group, LLC | 6,399 | $95.4 萬 | 0.05% | −48−0.7% | 減碼 |
| Institute for Wealth Management, LLC. | 6,389 | $95.2 萬 | 0.13% | 00.0% | 不變 |
| Patriot Financial Group Insurance Agency, LLC | 6,381 | $95.1 萬 | 0.14% | +930+17.1% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,380 | $95.1 萬 | 0.36% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 6,359 | $94.8 萬 | 0.24% | −231−3.5% | 減碼 |
| Certified Advisory Corp | 6,320 | $94.2 萬 | 0.12% | −18−0.3% | 減碼 |
| Landaas & Co | 6,313 | $94.1 萬 | 0.29% | 00.0% | 不變 |
| Wintrust Investments LLC | 6,288 | $93.7 萬 | 0.08% | +20+0.3% | 加碼 |
| Schechter Investment Advisors, LLC | 6,250 | $93.2 萬 | 0.07% | +123+2.0% | 加碼 |
| Townsend Asset Management Corp | 6,245 | $93.1 萬 | 0.36% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 6,229 | $92.8 萬 | 0.12% | −80−1.3% | 減碼 |
| Aurora Investment Counsel | 6,226 | $92.8 萬 | 0.54% | −704−10.2% | 減碼 |
| Portman Square Capital LLP | 6,212 | $92.6 萬 | 0.31% | +6,212 | 新進 |
| Copperwynd Financial, LLC | 5,651 | $92.4 萬 | 0.30% | +249+4.6% | 加碼 |
| Wright Investors Service Inc | 6,175 | $92.0 萬 | 0.24% | +3,054+97.9% | 加碼 |
| Eukles Asset Management | 6,163 | $91.9 萬 | 0.40% | −13−0.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 6,157 | $91.8 萬 | 0.03% | −335−5.2% | 減碼 |
| Gamco Investors, Inc. Et Al | 6,150 | $91.7 萬 | 0.01% | +750+13.9% | 加碼 |
| Cigna Investments Inc | 6,112 | $91.1 萬 | 0.17% | −229−3.6% | 減碼 |
| Maia Wealth LLC | 5,858 | $91.0 萬 | 0.27% | +5,858 | 新進 |
| Sanibel Captiva Trust Company, Inc. | 6,081 | $90.6 萬 | 0.03% | −2,630−30.2% | 減碼 |
| Wunderlich Capital Managemnt | 6,021 | $89.7 萬 | 0.40% | +519+9.4% | 加碼 |
| Stratos Wealth Partners, LTD. | 5,976 | $89.1 萬 | 0.01% | −1,635−21.5% | 減碼 |
| Boston Trust Walden Corp | 5,975 | $89.1 萬 | 0.01% | −43−0.7% | 減碼 |
| Prentiss Smith & Co Inc | 5,957 | $88.8 萬 | 0.62% | −28−0.5% | 減碼 |
| Stonebrook Private Inc. | 5,956 | $88.8 萬 | 0.26% | −55−0.9% | 減碼 |
| Johnson Financial Group, Inc. | 5,943 | $88.6 萬 | 0.04% | +1,128+23.4% | 加碼 |
| Smartleaf Asset Management LLC | 5,935 | $88.5 萬 | 0.15% | +1,503+33.9% | 加碼 |
| Eqis Capital Management, Inc. | 5,924 | $88.3 萬 | 0.07% | +787+15.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 5,917 | $88.2 萬 | 0.01% | −291−4.7% | 減碼 |
| Frank, Rimerman Advisors LLC | 5,875 | $87.6 萬 | 0.06% | +5,859+36,618.8% | 加碼 |
| Rehmann Capital Advisory Group | 5,865 | $87.4 萬 | 0.06% | −259−4.2% | 減碼 |
| Kingsview Wealth Management, LLC | 5,843 | $87.1 萬 | 0.02% | −23−0.4% | 減碼 |
| Kowal Investment Group, LLC | 5,820 | $86.7 萬 | 0.17% | −30−0.5% | 減碼 |
| Martingale Asset Management L P | 5,810 | $86.6 萬 | 0.02% | −1,228−17.4% | 減碼 |
| Boston Common Asset Management, LLC | 5,804 | $86.5 萬 | 0.02% | 00.0% | 不變 |
| Financial Insights, Inc. | 5,803 | $86.5 萬 | 0.24% | −198−3.3% | 減碼 |
| David Loasby | 5,808 | $86.5 萬 | 0.08% | +200+3.6% | 加碼 |
| Integrated Advisors Network LLC | 5,749 | $85.7 萬 | 0.04% | −228−3.8% | 減碼 |