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 3 季 13F 持有人
Fiserv Inc 在 2024/9/30 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
- 1,727
- 較 2024 年第 2 季 +81 家
- 持有股數
- 5.13 億
- 較 2024 年第 2 季 +3,381 萬 (+7.1%)
- 總市值
- $923.1 億
- 較 2024 年第 2 季 +$208.4 億 (+29.2%)
- 新進機構
- 172
- 另有 589 家加碼
- 清倉機構
- 91
- 另有 697 家減碼
另有 23 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Aaron Wealth Advisors | 2,659 | $47.8 萬 | 0.06% | +521+24.4% | 加碼 |
| Foster & Motley Inc | 2,669 | $47.9 萬 | 0.03% | +9+0.3% | 加碼 |
| Geller Advisors LLC | 2,682 | $48.2 萬 | 0.03% | −722−21.2% | 減碼 |
| J.W. Cole Advisors, Inc. | 2,686 | $48.3 萬 | 0.02% | +419+18.5% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 2,693 | $48.4 萬 | 0.01% | +48+1.8% | 加碼 |
| Somerset Group LLC | 2,700 | $48.5 萬 | 0.45% | 00.0% | 不變 |
| Sax Wealth Advisors, LLC | 2,706 | $48.6 萬 | 0.04% | +382+16.4% | 加碼 |
| Private Trust Co NA | 2,709 | $48.7 萬 | 0.05% | +33+1.2% | 加碼 |
| D.B. Root & Company, LLC | 2,711 | $48.7 萬 | 0.16% | −917−25.3% | 減碼 |
| Belpointe Asset Management LLC | 2,728 | $49.0 萬 | 0.03% | +886+48.1% | 加碼 |
| One Wealth Advisors, LLC | 2,736 | $49.2 萬 | 0.08% | 00.0% | 不變 |
| Colonial Trust Co | 2,742 | $49.3 萬 | 0.08% | +10.0% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,749 | $49.4 萬 | 0.05% | −11−0.4% | 減碼 |
| Wallace Advisory Group, LLC | 3,317 | $49.4 萬 | 0.36% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 2,495 | $49.8 萬 | 0.04% | −13−0.5% | 減碼 |
| Financial Counselors Inc | 2,783 | $50.0 萬 | 0.01% | +36+1.3% | 加碼 |
| Csenge Advisory Group | 2,628 | $50.0 萬 | 0.03% | 00.0% | 不變 |
| CWA Asset Management Group, LLC | 2,802 | $50.3 萬 | 0.03% | +2,802 | 新進 |
| PFG Investments, LLC | 2,807 | $50.4 萬 | 0.03% | +73+2.7% | 加碼 |
| Dogwood Wealth Management LLC | 2,820 | $50.7 萬 | 0.29% | +122+4.5% | 加碼 |
| Catalyst Financial Partners LLC | 2,827 | $50.8 萬 | 0.10% | −31−1.1% | 減碼 |
| Whittier Trust Co of Nevada Inc | 2,842 | $51.1 萬 | 0.01% | −42−1.5% | 減碼 |
| CRA Financial Services, LLC | 2,843 | $51.1 萬 | 0.09% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 2,850 | $51.2 萬 | 0.04% | −875−23.5% | 減碼 |
| Curated Wealth Partners LLC | 2,850 | $51.2 萬 | 0.07% | −230−7.5% | 減碼 |
| Wambolt & Associates, LLC | 2,829 | $51.3 萬 | 0.14% | −16−0.6% | 減碼 |
| Waterloo Capital, L.P. | 2,858 | $51.3 萬 | 0.06% | +313+12.3% | 加碼 |
| Argonautica Private Wealth Management, Inc | 2,859 | $51.4 萬 | 0.17% | −3,969−58.1% | 減碼 |
| Adviser Investments LLC | 2,860 | $51.4 萬 | 0.01% | +12+0.4% | 加碼 |
| Resonant Capital Advisors, LLC | 2,881 | $51.8 萬 | 0.04% | +214+8.0% | 加碼 |
| Schmidt P J Investment Management Inc | 2,888 | $51.9 萬 | 0.09% | 00.0% | 不變 |
| Oak Harbor Wealth Partners, LLC | 2,908 | $52.2 萬 | 0.15% | −70−2.4% | 減碼 |
| Buckingham Strategic Partners | 2,908 | $52.2 萬 | 0.01% | −412−12.4% | 減碼 |
| Forte Capital LLC | 2,917 | $52.4 萬 | 0.06% | −130−4.3% | 減碼 |
| Red Door Wealth Management, LLC | 2,924 | $52.5 萬 | 0.09% | −453−13.4% | 減碼 |
| Quotient Wealth Partners, LLC | 2,930 | $52.6 萬 | 0.02% | −1,152−28.2% | 減碼 |
| Long Run Wealth Advisors, LLC | 2,943 | $52.9 萬 | 0.12% | 00.0% | 不變 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,965 | $53.3 萬 | 0.05% | 00.0% | 不變 |
| Epiq Partners, LLC | 2,978 | $53.5 萬 | 0.30% | −443−12.9% | 減碼 |
| Valmark Advisers, Inc. | 2,995 | $53.8 萬 | 0.01% | +820+37.7% | 加碼 |
| Promethium Advisors,llc | 3,000 | $53.9 萬 | 0.38% | +3,000 | 新進 |
| Raleigh Capital Management Inc. | 3,006 | $54.0 萬 | 0.21% | +75+2.6% | 加碼 |
| Apeiron RIA LLC | 3,010 | $54.1 萬 | 0.16% | +50+1.7% | 加碼 |
| Private Capital Management LLC | 3,028 | $54.4 萬 | 0.10% | +3,028 | 新進 |
| Knights of Columbus Asset Advisors LLC | 3,030 | $54.4 萬 | 0.04% | +16+0.5% | 加碼 |
| Santori & Peters | 3,040 | $54.6 萬 | 0.22% | +9+0.3% | 加碼 |
| Edgestream Partners, L.P. | 3,042 | $54.6 萬 | 0.02% | −14,282−82.4% | 減碼 |
| Wright Investors Service Inc | 3,064 | $55.0 萬 | 0.14% | −3,111−50.4% | 減碼 |
| IHT Wealth Management, LLC | 3,056 | $55.1 萬 | 0.02% | +735+31.7% | 加碼 |
| Riverbridge Partners LLC | 3,080 | $55.3 萬 | 0.01% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 3,081 | $55.3 萬 | 0.03% | 00.0% | 不變 |
| Confluence Wealth Services, Inc. | 3,096 | $55.6 萬 | 0.04% | −1,167−27.4% | 減碼 |
| Legacy Capital Group California, Inc. | 3,097 | $55.6 萬 | 0.19% | −12−0.4% | 減碼 |
| Atlantic Trust, LLC | 3,100 | $55.7 萬 | 0.13% | −52−1.6% | 減碼 |
| Pointe Capital Management LLC | 3,102 | $55.7 萬 | 0.33% | 00.0% | 不變 |
| Waypoint Capital Advisors, LLC | 3,118 | $56.0 萬 | 0.12% | +51+1.7% | 加碼 |
| Talon Private Wealth, LLC | 3,148 | $56.6 萬 | 0.12% | +3,148 | 新進 |
| SkyOak Wealth, LLC | 3,163 | $56.8 萬 | 0.13% | −61−1.9% | 減碼 |
| Perigon Wealth Management, LLC | 3,182 | $57.2 萬 | 0.02% | +224+7.6% | 加碼 |
| Naples Global Advisors, LLC | 3,190 | $57.3 萬 | 0.05% | −21−0.7% | 減碼 |
| Paragon Capital Management Ltd | 3,200 | $57.5 萬 | 0.11% | −1,600−33.3% | 減碼 |
| Marotta Asset Management | 3,211 | $57.7 萬 | 0.11% | 00.0% | 不變 |
| Optas, LLC | 3,216 | $57.8 萬 | 0.13% | +54+1.7% | 加碼 |
| Beacon Financial Advisory LLC | 3,217 | $57.8 萬 | 0.20% | +29+0.9% | 加碼 |
| Commerzbank Aktiengesellschaft | 3,221 | $57.9 萬 | 0.02% | +943+41.4% | 加碼 |
| First Manhattan Co | 3,235 | $58.1 萬 | 0.00% | +71+2.2% | 加碼 |
| Matisse Capital | 3,248 | $58.4 萬 | 0.28% | 00.0% | 不變 |
| Flagship Harbor Advisors, LLC | 3,269 | $58.7 萬 | 0.03% | −28−0.8% | 減碼 |
| Tiemann Investment Advisors, LLC | 3,280 | $58.9 萬 | 0.25% | −365−10.0% | 減碼 |
| TD Private Client Wealth LLC | 3,280 | $58.9 萬 | 0.02% | +74+2.3% | 加碼 |
| Financial Insights, Inc. | 3,293 | $59.2 萬 | 0.19% | −2,510−43.3% | 減碼 |
| Cookson Peirce & Co Inc | 3,306 | $59.4 萬 | 0.03% | −68−2.0% | 減碼 |
| Capital International Inc | 3,340 | $60.0 萬 | 0.01% | +16+0.5% | 加碼 |
| Sompo Asset Management Co., Ltd. | 3,380 | $60.7 萬 | 0.10% | −420−11.1% | 減碼 |
| Advisor Resource Council | 3,380 | $60.7 萬 | 0.28% | +3,380 | 新進 |
| BSW Wealth Partners | 3,383 | $60.8 萬 | 0.09% | +314+10.2% | 加碼 |
| PDS Planning, Inc | 3,397 | $61.0 萬 | 0.05% | +532+18.6% | 加碼 |
| Twin City Private Wealth, LLC | 3,399 | $61.1 萬 | 0.53% | +12+0.4% | 加碼 |
| Vista Investment Management | 3,419 | $61.4 萬 | 0.23% | −331−8.8% | 減碼 |
| Retirement Planning Co of New England, Inc. | 3,420 | $61.4 萬 | 0.31% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 3,446 | $61.9 萬 | 0.04% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 3,446 | $61.9 萬 | 0.06% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 3,450 | $62.0 萬 | 0.06% | 00.0% | 不變 |
| Caption Management, LLC | 3,450 | $62.0 萬 | 0.07% | +3,450 | 新進 |
| Congress Wealth Management LLC | 3,471 | $62.4 萬 | 0.01% | +431+14.2% | 加碼 |
| CenterBook Partners LP | 3,492 | $62.7 萬 | 0.04% | −31,379−90.0% | 減碼 |
| GeoWealth Management, LLC | 3,497 | $62.8 萬 | 0.02% | −500−12.5% | 減碼 |
| Cascade Investment Group, Inc. | 3,503 | $62.9 萬 | 0.46% | −280−7.4% | 減碼 |
| Financial Planning & Information Services, Inc. | 3,548 | $63.7 萬 | 0.09% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 3,550 | $63.8 萬 | 0.08% | 00.0% | 不變 |
| Chicago Capital, LLC | 3,551 | $63.8 萬 | 0.02% | 00.0% | 不變 |
| Heritage Wealth Advisors | 3,564 | $64.0 萬 | 0.03% | +14+0.4% | 加碼 |
| Miramar Capital, LLC | 3,575 | $64.2 萬 | 0.15% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 3,585 | $64.4 萬 | 0.44% | −555−13.4% | 減碼 |
| MONECO Advisors, LLC | 3,592 | $64.5 萬 | 0.08% | +80+2.3% | 加碼 |
| Lafayette Investments, Inc. | 3,599 | $64.7 萬 | 0.14% | −275−7.1% | 減碼 |
| Hengehold Capital Management LLC | 3,607 | $64.8 萬 | 0.06% | +560+18.4% | 加碼 |
| Ironsides Asset Advisors, LLC | 3,635 | $65.3 萬 | 0.19% | 00.0% | 不變 |
| Baker Avenue Asset Management, LP | 3,661 | $65.8 萬 | 0.02% | +417+12.9% | 加碼 |
| Boston Financial Mangement LLC | 3,682 | $66.1 萬 | 0.02% | 00.0% | 不變 |