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 |
|---|---|---|---|---|---|
| RMR Wealth Builders | 2,179 | $32.5 萬 | 0.04% | −95−4.2% | 減碼 |
| Oxford Financial Group Ltd | 2,179 | $32.5 萬 | 0.02% | +39+1.8% | 加碼 |
| Teza Capital Management LLC | 2,177 | $32.4 萬 | 0.04% | +2,177 | 新進 |
| Valmark Advisers, Inc. | 2,175 | $32.4 萬 | 0.01% | +692+46.7% | 加碼 |
| Soltis Investment Advisors LLC | 2,169 | $32.3 萬 | 0.03% | +77+3.7% | 加碼 |
| Stock Yards Bank & Trust Co | 2,167 | $32.3 萬 | 0.01% | −1,100−33.7% | 減碼 |
| Seeds Investor LLC | 2,163 | $32.2 萬 | 0.17% | +505+30.5% | 加碼 |
| Boit C F David | 2,150 | $32.0 萬 | 0.17% | 00.0% | 不變 |
| 3Chopt Investment Partners, LLC | 2,148 | $32.0 萬 | 0.10% | +2,148 | 新進 |
| Aaron Wealth Advisors | 2,138 | $31.9 萬 | 0.04% | +387+22.1% | 加碼 |
| Fielder Capital Group LLC | 2,130 | $31.7 萬 | 0.12% | +68+3.3% | 加碼 |
| Enterprise Financial Services Corp | 2,123 | $31.6 萬 | 0.19% | −133−5.9% | 減碼 |
| Keudell/Morrison Wealth Management | 2,118 | $31.6 萬 | 0.09% | 00.0% | 不變 |
| Western Wealth Management, LLC | 2,116 | $31.5 萬 | 0.02% | +99+4.9% | 加碼 |
| Berry Wealth Group, LP | 2,109 | $31.4 萬 | 0.25% | +279+15.2% | 加碼 |
| Uncommon Cents Investing LLC | 2,100 | $31.3 萬 | 0.10% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 2,098 | $31.3 萬 | 0.02% | −14−0.7% | 減碼 |
| Angeles Wealth Management, LLC | 2,095 | $31.2 萬 | 0.03% | −288−12.1% | 減碼 |
| Excalibur Management Corp | 2,094 | $31.2 萬 | 0.13% | 00.0% | 不變 |
| Cowa, LLC | 2,071 | $30.9 萬 | 0.16% | −38−1.8% | 減碼 |
| Cable Hill Partners, LLC | 2,069 | $30.8 萬 | 0.03% | +2,069 | 新進 |
| Physicians Financial Services, Inc. | 2,048 | $30.5 萬 | 0.10% | −17−0.8% | 減碼 |
| Greenwich Investment Management, Inc. | 2,043 | $30.4 萬 | 0.28% | −180−8.1% | 減碼 |
| Ci Investments Inc. | 2,038 | $30.4 萬 | 0.00% | −207−9.2% | 減碼 |
| Legacy Financial Advisors, Inc. | 2,031 | $30.3 萬 | 0.05% | −167−7.6% | 減碼 |
| Claro Advisors LLC | 2,022 | $30.1 萬 | 0.05% | −54−2.6% | 減碼 |
| Highlander Partners, L.P. | 1,900 | $30.1 萬 | 0.20% | 00.0% | 不變 |
| Arden Trust Co | 2,011 | $30.0 萬 | 0.04% | −10.0% | 減碼 |
| Castleark Management LLC | 2,000 | $29.8 萬 | 0.01% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 2,000 | $29.8 萬 | 0.05% | 00.0% | 不變 |
| Drake & Associates, LLC | 1,987 | $29.6 萬 | 0.11% | +1,987 | 新進 |
| Brass Tax Wealth Management, Inc | 1,987 | $29.6 萬 | 0.06% | +1,987 | 新進 |
| West Family Investments, Inc. | 1,982 | $29.5 萬 | 0.09% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,848 | $29.5 萬 | 0.00% | +882+91.3% | 加碼 |
| Keystone Financial Services | 1,979 | $29.5 萬 | 0.12% | +80+4.2% | 加碼 |
| Nixon Peabody Trust Co | 1,975 | $29.4 萬 | 0.03% | −1,210−38.0% | 減碼 |
| Old Port Advisors | 1,959 | $29.2 萬 | 0.09% | +9+0.5% | 加碼 |
| SageView Advisory Group, LLC | 1,957 | $29.2 萬 | 0.01% | −12,621−86.6% | 減碼 |
| Boston Mountain Money Management Inc | 1,956 | $29.2 萬 | 0.19% | −50−2.5% | 減碼 |
| Sky Investment Group LLC | 1,945 | $29.0 萬 | 0.06% | +1,945 | 新進 |
| Jacobsen Capital Management | 1,941 | $28.9 萬 | 0.13% | −43−2.2% | 減碼 |
| Wealth Management Associates, Inc. | 1,938 | $28.9 萬 | 0.14% | 00.0% | 不變 |
| Centaurus Financial, Inc. | 1,931 | $28.8 萬 | 0.02% | +314+19.4% | 加碼 |
| Carnegie Capital Asset Management, LLC | 1,932 | $28.8 萬 | 0.01% | −612−24.1% | 減碼 |
| Catalina Capital Group, LLC | 1,928 | $28.7 萬 | 0.11% | +162+9.2% | 加碼 |
| Allstate Corp | 1,924 | $28.7 萬 | 0.02% | 00.0% | 不變 |
| Sugarloaf Wealth Management, LLC | 1,921 | $28.6 萬 | 0.06% | 00.0% | 不變 |
| Warren Averett Asset Management, LLC | 1,914 | $28.5 萬 | 0.01% | −78−3.9% | 減碼 |
| Cullen/Frost Bankers, Inc. | 1,910 | $28.5 萬 | 0.00% | +131+7.4% | 加碼 |
| Perkins Coie Trust Co | 1,901 | $28.3 萬 | 0.07% | 00.0% | 不變 |
| Goldstein Advisors, LLC | 1,893 | $28.2 萬 | 0.05% | +7+0.4% | 加碼 |
| Marcum Wealth, LLC | 1,893 | $28.2 萬 | 0.03% | +32+1.7% | 加碼 |
| Palogic Value Management, L.P. | 1,885 | $28.1 萬 | 0.12% | +27+1.5% | 加碼 |
| Canandaigua National Bank & Trust Co | 1,883 | $28.1 萬 | 0.03% | −145−7.1% | 減碼 |
| Dearborn Partners LLC | 1,879 | $28.0 萬 | 0.01% | +55+3.0% | 加碼 |
| CKW Financial Group | 1,900 | $28.0 萬 | 0.04% | 00.0% | 不變 |
| Mitchell Sinkler & Starr | 1,767 | $27.9 萬 | 0.07% | +1,767 | 新進 |
| State of Wyoming | 1,867 | $27.8 萬 | 0.05% | +1,204+181.6% | 加碼 |
| Monterey Private Wealth, Inc. | 1,848 | $27.5 萬 | 0.10% | +108+6.2% | 加碼 |
| Belpointe Asset Management LLC | 1,842 | $27.5 萬 | 0.02% | −766−29.4% | 減碼 |
| Cassaday & Co Wealth Management LLC | 1,834 | $27.3 萬 | 0.01% | −267−12.7% | 減碼 |
| Lodestar Private Asset Management LLC | 1,830 | $27.3 萬 | 0.04% | 00.0% | 不變 |
| Alera Investment Advisors, LLC | 1,826 | $27.2 萬 | 0.03% | +1,826 | 新進 |
| Norris Perne & French LLP | 1,818 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Edge Capital Group, LLC | 1,816 | $27.1 萬 | 0.01% | 00.0% | 不變 |
| Cromwell Holdings LLC | 1,807 | $26.9 萬 | 0.16% | +1,807 | 新進 |
| Security Financial Services, INC. | 1,805 | $26.9 萬 | 0.06% | +7+0.4% | 加碼 |
| WoodTrust Financial Corp | 1,807 | $26.9 萬 | 0.04% | −101−5.3% | 減碼 |
| Act Two Investors LLC | 1,795 | $26.8 萬 | 0.05% | +1,795 | 新進 |
| River Street Advisors LLC | 1,770 | $26.4 萬 | 0.16% | −60−3.3% | 減碼 |
| Phillips Wealth Planners LLC | 1,770 | $26.4 萬 | 0.28% | −17−1.0% | 減碼 |
| Trust Co of Toledo NA | 1,763 | $26.3 萬 | 0.04% | +84+5.0% | 加碼 |
| LCNB Corp | 1,760 | $26.2 萬 | 0.10% | 00.0% | 不變 |
| Independence Bank of Kentucky | 1,756 | $26.2 萬 | 0.07% | 00.0% | 不變 |
| Security National Bank of Sioux City Iowa | 1,750 | $26.1 萬 | 0.19% | −20−1.1% | 減碼 |
| Power Wealth Management LLC | 1,748 | $26.1 萬 | 0.12% | 00.0% | 不變 |
| Catalyst Capital Advisors LLC | 1,745 | $26.0 萬 | 0.01% | −3,635−67.6% | 減碼 |
| Eagle Wealth Strategies LLC | 1,744 | $26.0 萬 | 0.21% | +1,744 | 新進 |
| BOK Financial Private Wealth, Inc. | 1,741 | $25.9 萬 | 0.02% | 00.0% | 不變 |
| Ingalls & Snyder LLC | 1,741 | $25.9 萬 | 0.01% | +24+1.4% | 加碼 |
| Cutter & CO Brokerage, Inc. | 1,735 | $25.9 萬 | 0.06% | −43−2.4% | 減碼 |
| Harbour Trust & Investment Management Co | 1,728 | $25.8 萬 | 0.03% | +14+0.8% | 加碼 |
| First Trust Investment Solutions L.P. | 1,725 | $25.7 萬 | 0.04% | +349+25.4% | 加碼 |
| O'Dell Group, LLC | 1,608 | $25.7 萬 | 0.06% | 00.0% | 不變 |
| New Century Financial Group, LLC | 1,722 | $25.7 萬 | 0.11% | +1,722 | 新進 |
| Richard W. Paul & Associates, LLC | 1,718 | $25.6 萬 | 0.10% | −90−5.0% | 減碼 |
| IVC Wealth Advisors LLC | 1,711 | $25.5 萬 | 0.14% | +1+0.1% | 加碼 |
| Front Row Advisors LLC | 1,708 | $25.5 萬 | 0.09% | +1,708 | 新進 |
| Nicholas Hoffman & Company, LLC. | 1,704 | $25.4 萬 | 0.01% | 00.0% | 不變 |
| Legacy Financial Group LLC | 1,701 | $25.4 萬 | 0.05% | 00.0% | 不變 |
| Allianz SE | 1,700 | $25.3 萬 | 0.01% | −8,766−83.8% | 減碼 |
| Union Savings Bank | 1,700 | $25.3 萬 | 0.13% | 00.0% | 不變 |
| Boomfish Wealth Group, LLC | 1,700 | $25.3 萬 | 0.16% | +22+1.3% | 加碼 |
| Wellspring Financial Advisors, LLC | 1,698 | $25.3 萬 | 0.03% | +441+35.1% | 加碼 |
| Sivia Capital Partners, LLC | 1,696 | $25.3 萬 | 0.17% | −859−33.6% | 減碼 |
| Prestige Wealth Management Group LLC | 1,687 | $25.1 萬 | 0.05% | +1,494+774.1% | 加碼 |
| Tranquilli Financial Advisor LLC | 1,701 | $25.0 萬 | 0.17% | −53−3.0% | 減碼 |
| Chicago Partners Investment Group LLC | 1,533 | $25.0 萬 | 0.01% | −37−2.4% | 減碼 |
| Richwood Investment Advisors, LLC | 1,675 | $25.0 萬 | 0.22% | 00.0% | 不變 |
| Rockland Trust Co | 1,672 | $24.9 萬 | 0.01% | 00.0% | 不變 |