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 |
|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | 4,056 | $60.5 萬 | 0.19% | −338−7.7% | 減碼 |
| Accent Capital Management, LLC | 4,036 | $60.2 萬 | 0.37% | −10.0% | 減碼 |
| Parkside Financial Bank & Trust | 4,023 | $60.0 萬 | 0.09% | +75+1.9% | 加碼 |
| Avestar Capital, LLC | 4,022 | $59.9 萬 | 0.07% | +430+12.0% | 加碼 |
| Outlook Wealth Advisors, LLC | 4,005 | $59.7 萬 | 0.29% | −61−1.5% | 減碼 |
| Bryn Mawr Trust Co | 4,000 | $59.6 萬 | 0.02% | 00.0% | 不變 |
| RBF Capital, LLC | 4,000 | $59.6 萬 | 0.03% | 00.0% | 不變 |
| GeoWealth Management, LLC | 3,997 | $59.6 萬 | 0.03% | +72+1.8% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,997 | $59.6 萬 | 0.11% | −37−0.9% | 減碼 |
| Copperleaf Capital, LLC | 3,986 | $59.4 萬 | 0.47% | +116+3.0% | 加碼 |
| Legacy Wealth Asset Management, LLC | 3,980 | $59.3 萬 | 0.17% | −574−12.6% | 減碼 |
| Checchi Capital Advisers, LLC | 3,954 | $58.9 萬 | 0.05% | −7−0.2% | 減碼 |
| Bank of Hawaii | 3,923 | $58.5 萬 | 0.03% | +3,923 | 新進 |
| Madrona Financial Services, LLC | 3,907 | $58.2 萬 | 0.18% | −6−0.2% | 減碼 |
| Freemont Management S.A. | 3,900 | $58.1 萬 | 0.34% | −19,500−83.3% | 減碼 |
| Alberta Investment Management Corp | 3,900 | $58.1 萬 | 0.01% | −8,400−68.3% | 減碼 |
| nVerses Capital, LLC | 3,900 | $58.1 萬 | 0.35% | +3,900 | 新進 |
| Lafayette Investments, Inc. | 3,874 | $57.7 萬 | 0.13% | −200−4.9% | 減碼 |
| Quadcap Wealth Management, LLC | 3,822 | $57.0 萬 | 0.10% | −10.0% | 減碼 |
| Alpha Family Trust | 3,805 | $56.7 萬 | 0.33% | 00.0% | 不變 |
| Dohj, LLC | 3,802 | $56.7 萬 | 0.14% | +3,802 | 新進 |
| Legacy Wealth Management, LLC | 3,800 | $56.6 萬 | 0.24% | −234−5.8% | 減碼 |
| Sompo Asset Management Co., Ltd. | 3,800 | $56.6 萬 | 0.10% | 00.0% | 不變 |
| Cascade Investment Group, Inc. | 3,783 | $56.4 萬 | 0.44% | −890−19.0% | 減碼 |
| Vista Investment Management | 3,750 | $55.9 萬 | 0.23% | −183−4.7% | 減碼 |
| Citadel Investment Advisory, Inc. | 3,740 | $55.7 萬 | 0.32% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 3,725 | $55.5 萬 | 0.05% | −1,150−23.6% | 減碼 |
| Cullinan Associates Inc | 3,700 | $55.1 萬 | 0.03% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 3,682 | $54.9 萬 | 0.02% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 3,508 | $54.8 萬 | 0.08% | −283−7.5% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,645 | $54.3 萬 | 0.24% | −10−0.3% | 減碼 |
| Ironsides Asset Advisors, LLC | 3,635 | $54.2 萬 | 0.18% | −60−1.6% | 減碼 |
| D.B. Root & Company, LLC | 3,628 | $54.1 萬 | 0.18% | +3,628 | 新進 |
| Epic Trust Investment Advisors, LLC | 3,614 | $53.9 萬 | 0.59% | +363+11.2% | 加碼 |
| Banque Cantonale Vaudoise | 3,578 | $53.4 萬 | 0.02% | +1,494+71.7% | 加碼 |
| Miramar Capital, LLC | 3,575 | $53.3 萬 | 0.13% | +3,575 | 新進 |
| Holderness Investments Co | 3,565 | $53.1 萬 | 0.13% | 00.0% | 不變 |
| Pensionmark Financial Group, LLC | 3,555 | $53.0 萬 | 0.03% | +215+6.4% | 加碼 |
| Chicago Capital, LLC | 3,551 | $52.9 萬 | 0.02% | −15−0.4% | 減碼 |
| Heritage Wealth Advisors | 3,550 | $52.9 萬 | 0.02% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 3,550 | $52.9 萬 | 0.07% | +1,830+106.4% | 加碼 |
| Financial Planning & Information Services, Inc. | 3,548 | $52.9 萬 | 0.08% | 00.0% | 不變 |
| Ritholtz Wealth Management | 3,543 | $52.8 萬 | 0.02% | +19+0.5% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 3,527 | $52.6 萬 | 0.18% | +586+19.9% | 加碼 |
| MONECO Advisors, LLC | 3,512 | $52.3 萬 | 0.08% | +289+9.0% | 加碼 |
| Moody Lynn & Lieberson, LLC | 3,480 | $51.9 萬 | 0.03% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 3,450 | $51.4 萬 | 0.06% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 3,446 | $51.4 萬 | 0.03% | −98−2.8% | 減碼 |
| Pegasus Partners Ltd. | 3,446 | $51.4 萬 | 0.05% | +525+18.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 3,446 | $51.4 萬 | 0.04% | +3,446 | 新進 |
| Epiq Partners, LLC | 3,421 | $51.0 萬 | 0.35% | +14+0.4% | 加碼 |
| Retirement Planning Co of New England, Inc. | 3,420 | $51.0 萬 | 0.28% | −550−13.9% | 減碼 |
| Geller Advisors LLC | 3,404 | $50.7 萬 | 0.04% | −38−1.1% | 減碼 |
| Hoylecohen, LLC | 3,401 | $50.7 萬 | 0.04% | −814−19.3% | 減碼 |
| Waldron Private Wealth LLC | 3,393 | $50.6 萬 | 0.02% | −17−0.5% | 減碼 |
| Insigneo Advisory Services, LLC | 3,263 | $50.5 萬 | 0.06% | +420+14.8% | 加碼 |
| Twin City Private Wealth, LLC | 3,387 | $50.5 萬 | 0.48% | +288+9.3% | 加碼 |
| Aspire Private Capital, LLC | 3,380 | $50.4 萬 | 0.13% | −3,773−52.7% | 減碼 |
| Red Door Wealth Management, LLC | 3,377 | $50.3 萬 | 0.09% | +198+6.2% | 加碼 |
| Cookson Peirce & Co Inc | 3,374 | $50.3 萬 | 0.02% | +16+0.5% | 加碼 |
| Oversea-Chinese Banking CORP Ltd | 3,359 | $50.0 萬 | 0.02% | +3,359 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 3,325 | $49.6 萬 | 0.03% | +323+10.8% | 加碼 |
| Capital International Inc | 3,324 | $49.5 萬 | 0.01% | +250+8.1% | 加碼 |
| Stevens Capital Management LP | 3,323 | $49.5 萬 | 0.17% | +3,323 | 新進 |
| Buckingham Strategic Partners | 3,320 | $49.5 萬 | 0.01% | −200−5.7% | 減碼 |
| Wallace Advisory Group, LLC | 3,317 | $49.4 萬 | 0.36% | −381−10.3% | 減碼 |
| Summit Financial, LLC | 3,314 | $49.4 萬 | 0.02% | +1,346+68.4% | 加碼 |
| Flagship Harbor Advisors, LLC | 3,297 | $49.1 萬 | 0.03% | −305−8.5% | 減碼 |
| Thrive Wealth Management, LLC | 3,289 | $49.0 萬 | 0.10% | +26+0.8% | 加碼 |
| Hilltop Holdings Inc. | 3,264 | $48.6 萬 | 0.06% | −8−0.2% | 減碼 |
| ORG Partners LLC | 3,303 | $48.6 萬 | 0.06% | +3,197+3,016.0% | 加碼 |
| Matisse Capital | 3,248 | $48.4 萬 | 0.24% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 3,244 | $48.4 萬 | 0.02% | −453−12.3% | 減碼 |
| World Equity Group, Inc. | 3,236 | $48.2 萬 | 0.14% | 00.0% | 不變 |
| Wiley Bros.-Aintree Capital, LLC | 3,226 | $48.1 萬 | 0.02% | +1,920+147.0% | 加碼 |
| SkyOak Wealth, LLC | 3,224 | $48.1 萬 | 0.11% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 3,211 | $47.9 萬 | 0.05% | 00.0% | 不變 |
| CTC Alternative Strategies, Ltd. | 3,210 | $47.8 萬 | 0.20% | +3,210 | 新進 |
| TD Private Client Wealth LLC | 3,206 | $47.8 萬 | 0.02% | +29+0.9% | 加碼 |
| Brighton Jones LLC | 3,201 | $47.7 萬 | 0.02% | +643+25.1% | 加碼 |
| Beacon Financial Advisory LLC | 3,188 | $47.5 萬 | 0.18% | +3,188 | 新進 |
| Marotta Asset Management | 3,211 | $47.2 萬 | 0.10% | +11+0.3% | 加碼 |
| Wolverine Trading, LLC | 3,165 | $47.2 萬 | 0.01% | +3,165 | 新進 |
| First Manhattan Co | 3,164 | $47.2 萬 | 0.00% | +1,354+74.8% | 加碼 |
| Optas, LLC | 3,162 | $47.1 萬 | 0.12% | +49+1.6% | 加碼 |
| Atlantic Trust, LLC | 3,152 | $47.0 萬 | 0.12% | +27+0.9% | 加碼 |
| Legacy Capital Group California, Inc. | 3,109 | $46.3 萬 | 0.17% | +34+1.1% | 加碼 |
| Pointe Capital Management LLC | 3,102 | $46.2 萬 | 0.29% | 00.0% | 不變 |
| Versor Investments LP | 3,088 | $46.0 萬 | 0.08% | +1,600+107.5% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 3,081 | $45.9 萬 | 0.03% | +213+7.4% | 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 |
| BSW Wealth Partners | 3,069 | $45.7 萬 | 0.08% | +248+8.8% | 加碼 |
| Waypoint Capital Advisors, LLC | 3,067 | $45.7 萬 | 0.11% | +55+1.8% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 3,061 | $45.7 萬 | 0.00% | +1,040+51.5% | 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 |
| Congress Wealth Management LLC | 3,040 | $45.3 萬 | 0.01% | +875+40.4% | 加碼 |
| Santori & Peters | 3,031 | $45.2 萬 | 0.19% | −217−6.7% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 3,014 | $44.9 萬 | 0.03% | −1,335−30.7% | 減碼 |