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 |
|---|---|---|---|---|---|
| Mutual Advisors, LLC | 5,217 | $84.9 萬 | 0.03% | +28+0.5% | 加碼 |
| Okabena Investment Services Inc | 5,689 | $84.8 萬 | 0.27% | −1,546−21.4% | 減碼 |
| Shepherd Financial Partners LLC | 5,622 | $83.8 萬 | 0.11% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 5,589 | $83.3 萬 | 0.07% | +936+20.1% | 加碼 |
| Parsons Capital Management Inc | 5,525 | $82.3 萬 | 0.06% | −50−0.9% | 減碼 |
| United Community Bank | 5,500 | $82.0 萬 | 0.33% | −334−5.7% | 減碼 |
| Syon Capital LLC | 5,468 | $81.5 萬 | 0.07% | +92+1.7% | 加碼 |
| Wedmont Private Capital | 5,289 | $81.0 萬 | 0.05% | +391+8.0% | 加碼 |
| First American Trust, FSB | 5,425 | $80.9 萬 | 0.08% | +118+2.2% | 加碼 |
| Parallel Advisors, LLC | 5,416 | $80.7 萬 | 0.02% | +959+21.5% | 加碼 |
| DRW Securities, LLC | 5,431 | $80.5 萬 | 0.05% | +5,431 | 新進 |
| LVM Capital Management Ltd | 5,400 | $80.5 萬 | 0.09% | −25−0.5% | 減碼 |
| Modera Wealth Management, LLC | 5,374 | $80.1 萬 | 0.01% | −26−0.5% | 減碼 |
| Aigen Investment Management, LP | 5,367 | $80.0 萬 | 0.16% | +5,367 | 新進 |
| Banco BTG Pactual S.A. | 4,868 | $79.6 萬 | 0.20% | +4,868 | 新進 |
| First Citizens Bank & Trust Co | 5,324 | $79.3 萬 | 0.01% | −276−4.9% | 減碼 |
| Evergreen Capital Management LLC | 5,317 | $79.2 萬 | 0.03% | +129+2.5% | 加碼 |
| SlateStone Wealth, LLC | 5,308 | $79.1 萬 | 0.09% | −43−0.8% | 減碼 |
| 17 Capital Partners, LLC | 5,257 | $78.4 萬 | 0.56% | +2,695+105.2% | 加碼 |
| Cape Investment Advisory, Inc. | 5,202 | $77.5 萬 | 0.35% | +106+2.1% | 加碼 |
| Whittier Trust Co | 5,187 | $77.3 萬 | 0.01% | +13+0.3% | 加碼 |
| Forum Financial Management, LP | 5,158 | $76.9 萬 | 0.01% | +3+0.1% | 加碼 |
| Beacon Financial Group | 5,138 | $76.6 萬 | 0.09% | −445−8.0% | 減碼 |
| CFO4Life Group, LLC | 5,118 | $76.3 萬 | 0.14% | +41+0.8% | 加碼 |
| ISAM Funds (UK) Ltd | 5,111 | $76.2 萬 | 0.57% | +5,111 | 新進 |
| Forbes J M & Co LLP | 5,096 | $76.0 萬 | 0.08% | 00.0% | 不變 |
| SkyView Investment Advisors, LLC | 5,052 | $75.3 萬 | 0.13% | +561+12.5% | 加碼 |
| Parallax Volatility Advisers, L.P. | 5,008 | $74.6 萬 | 0.02% | −18,127−78.4% | 減碼 |
| TRUE Private Wealth Advisors | 4,976 | $74.2 萬 | 0.08% | +114+2.3% | 加碼 |
| GM Advisory Group, Inc. | 4,944 | $73.7 萬 | 0.05% | 00.0% | 不變 |
| Convergence Financial, LLC | 4,917 | $73.3 萬 | 0.19% | +4,917 | 新進 |
| iA Global Asset Management Inc. | 4,902 | $73.1 萬 | 0.01% | +1,984+68.0% | 加碼 |
| Baader Bank INC | 4,916 | $72.9 萬 | 0.06% | +126+2.6% | 加碼 |
| Westbourne Investment Advisors, Inc. | 4,815 | $71.8 萬 | 0.26% | 00.0% | 不變 |
| Crumly & Associates Inc. | 4,800 | $71.5 萬 | 0.21% | −29−0.6% | 減碼 |
| Paragon Capital Management Ltd | 4,800 | $71.5 萬 | 0.13% | 00.0% | 不變 |
| Sandy Cove Advisors, LLC | 4,791 | $71.4 萬 | 0.32% | −5−0.1% | 減碼 |
| Chesapeake Wealth Management | 4,783 | $71.3 萬 | 0.26% | −107−2.2% | 減碼 |
| Principle Wealth Partners LLC | 4,763 | $71.0 萬 | 0.05% | −180−3.6% | 減碼 |
| Neumann Capital Management, LLC | 4,740 | $70.6 萬 | 0.24% | +200+4.4% | 加碼 |
| Ellis Investment Partners, LLC | 4,739 | $70.6 萬 | 0.15% | 00.0% | 不變 |
| Truvestments Capital LLC | 4,727 | $70.5 萬 | 0.28% | +663+16.3% | 加碼 |
| Capital Investment Advisors, LLC | 4,720 | $70.3 萬 | 0.02% | +57+1.2% | 加碼 |
| 9258 Wealth Management, LLC | 4,716 | $70.3 萬 | 0.11% | +432+10.1% | 加碼 |
| Blueshift Asset Management, LLC | 4,681 | $69.8 萬 | 0.23% | +4,681 | 新進 |
| Magnolia Capital Advisors LLC | 4,679 | $69.7 萬 | 0.39% | +4,679 | 新進 |
| 1st Source Bank | 4,655 | $69.4 萬 | 0.04% | 00.0% | 不變 |
| Ariel Investments, LLC | 4,642 | $69.2 萬 | 0.01% | +25+0.5% | 加碼 |
| Roberts Glore & Co Inc | 4,618 | $68.8 萬 | 0.21% | 00.0% | 不變 |
| Principal Street Partners, LLC | 4,615 | $68.8 萬 | 0.12% | −158−3.3% | 減碼 |
| Sigma Planning Corp | 4,605 | $68.6 萬 | 0.02% | −187−3.9% | 減碼 |
| Axq Capital, LP | 4,603 | $68.6 萬 | 0.16% | +4,603 | 新進 |
| Catalyst Funds Management Pty Ltd | 4,600 | $68.6 萬 | 0.18% | −15,340−76.9% | 減碼 |
| Drucker Wealth 3.0, LLC | 4,598 | $68.5 萬 | 0.18% | +4,598 | 新進 |
| Sargent Investment Group, LLC | 4,595 | $68.5 萬 | 0.14% | +2,615+132.1% | 加碼 |
| Jump Financial, LLC | 4,581 | $68.3 萬 | 0.01% | −351−7.1% | 減碼 |
| Mystic Asset Management, Inc. | 4,555 | $67.9 萬 | 0.27% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 4,149 | $67.9 萬 | 0.05% | +459+12.4% | 加碼 |
| Condor Capital Management | 4,531 | $67.5 萬 | 0.06% | +27+0.6% | 加碼 |
| Allworth Financial LP | 4,298 | $67.1 萬 | 0.00% | +846+24.5% | 加碼 |
| Foundations Investment Advisors, LLC | 4,495 | $67.0 萬 | 0.02% | +54+1.2% | 加碼 |
| Caldwell Trust Co | 4,483 | $66.8 萬 | 0.07% | 00.0% | 不變 |
| Allred Capital Management, LLC | 4,477 | $66.7 萬 | 0.26% | +595+15.3% | 加碼 |
| Skopos Labs, Inc. | 4,207 | $66.7 萬 | 0.29% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 4,470 | $66.6 萬 | 0.02% | +151+3.5% | 加碼 |
| Ellevest, Inc. | 4,457 | $66.4 萬 | 0.04% | +213+5.0% | 加碼 |
| Quantbot Technologies LP | 4,437 | $66.1 萬 | 0.03% | +4,437 | 新進 |
| Intellectus Partners, LLC | 4,425 | $66.0 萬 | 0.18% | −527−10.6% | 減碼 |
| Sheets Smith Wealth Management | 4,400 | $65.6 萬 | 0.08% | −511−10.4% | 減碼 |
| Riverwater Partners LLC | 4,399 | $65.6 萬 | 0.49% | −110−2.4% | 減碼 |
| Herr Investment Group LLC | 4,376 | $65.2 萬 | 0.19% | 00.0% | 不變 |
| Optimum Investment Advisors | 4,365 | $65.1 萬 | 0.29% | −250−5.4% | 減碼 |
| Westpac Banking Corp | 4,364 | $65.0 萬 | 0.05% | −28,750−86.8% | 減碼 |
| St Germain D J Co Inc | 4,358 | $65.0 萬 | 0.03% | 00.0% | 不變 |
| Penbrook Management LLC | 4,330 | $64.5 萬 | 0.39% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 4,280 | $63.8 萬 | 0.13% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 4,272 | $63.7 萬 | 0.07% | −478−10.1% | 減碼 |
| LMR Partners LLP | 4,265 | $63.6 萬 | 0.01% | +466+12.3% | 加碼 |
| Confluence Wealth Services, Inc. | 4,263 | $63.5 萬 | 0.05% | +214+5.3% | 加碼 |
| ERn Financial, LLC | 4,237 | $63.1 萬 | 0.10% | +4+0.1% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,220 | $62.9 萬 | 0.09% | −193−4.4% | 減碼 |
| Park Place Capital Corp | 4,214 | $62.8 萬 | 0.20% | +1,294+44.3% | 加碼 |
| Advisors Capital Management, LLC | 4,215 | $62.8 萬 | 0.01% | +263+6.7% | 加碼 |
| Citizens National Bank Trust Department | 4,200 | $62.6 萬 | 0.14% | 00.0% | 不變 |
| Bank of Stockton | 4,197 | $62.6 萬 | 0.20% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 4,187 | $62.4 萬 | 0.05% | 00.0% | 不變 |
| Conning Inc. | 4,187 | $62.4 萬 | 0.02% | +86+2.1% | 加碼 |
| US Asset Management LLC | 4,190 | $62.4 萬 | 0.56% | −181−4.1% | 減碼 |
| Symmetry Partners, LLC | 4,188 | $62.4 萬 | 0.03% | +801+23.6% | 加碼 |
| First Heartland Consultants, Inc. | 4,174 | $62.2 萬 | 0.06% | +7+0.2% | 加碼 |
| KFG Wealth Management, LLC | 4,170 | $62.1 萬 | 0.25% | +99+2.4% | 加碼 |
| Proequities, Inc. | 4,159 | $62.0 萬 | 0.04% | +2,142+106.2% | 加碼 |
| Clarius Group, LLC | 4,149 | $61.8 萬 | 0.04% | +9+0.2% | 加碼 |
| HF Advisory Group, LLC | 4,148 | $61.8 萬 | 0.32% | +298+7.7% | 加碼 |
| Atomi Financial Group, Inc. | 4,141 | $61.7 萬 | 0.05% | −236−5.4% | 減碼 |
| Evergreen Wealth Solutions, LLC | 4,140 | $61.7 萬 | 0.44% | −318−7.1% | 減碼 |
| Quotient Wealth Partners, LLC | 4,082 | $60.8 萬 | 0.02% | +33+0.8% | 加碼 |
| KMG Fiduciary Partners, LLC | 4,080 | $60.8 萬 | 0.06% | 00.0% | 不變 |
| Williamson Legacy Group, LLC | 4,074 | $60.7 萬 | 0.45% | +4,074 | 新進 |
| Vista Capital Partners, Inc. | 4,072 | $60.7 萬 | 0.08% | +72+1.8% | 加碼 |