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 |
|---|---|---|---|---|---|
| Citadel Investment Advisory, Inc. | 3,740 | $67.2 萬 | 0.35% | 00.0% | 不變 |
| Howard Capital Management Inc. | 3,765 | $67.6 萬 | 0.01% | +3,765 | 新進 |
| Jump Financial, LLC | 3,773 | $67.8 萬 | 0.01% | −808−17.6% | 減碼 |
| Holderness Investments Co | 3,799 | $68.2 萬 | 0.15% | +234+6.6% | 加碼 |
| Legacy Wealth Management, LLC | 3,800 | $68.3 萬 | 0.25% | 00.0% | 不變 |
| Wellspring Financial Advisors, LLC | 3,800 | $68.3 萬 | 0.08% | +2,102+123.8% | 加碼 |
| Gen-Wealth Partners Inc | 3,420 | $68.3 萬 | 0.30% | +828+31.9% | 加碼 |
| Alpha Family Trust | 3,805 | $68.4 萬 | 0.38% | 00.0% | 不變 |
| Opal Wealth Advisors, LLC | 3,807 | $68.4 萬 | 0.21% | −249−6.1% | 減碼 |
| Zimmermann Investment Management & Planning LLC | 3,814 | $68.5 萬 | 0.21% | +287+8.1% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 3,818 | $68.6 萬 | 0.00% | +757+24.7% | 加碼 |
| Quadcap Wealth Management, LLC | 3,833 | $68.9 萬 | 0.11% | +11+0.3% | 加碼 |
| Copperleaf Capital, LLC | 3,880 | $69.7 萬 | 0.53% | −106−2.7% | 減碼 |
| Bank of Stockton | 3,881 | $69.7 萬 | 0.21% | −316−7.5% | 減碼 |
| Connective Portfolio Management, LLC | 3,500 | $69.7 萬 | 1.36% | +3,500 | 新進 |
| Alberta Investment Management Corp | 3,900 | $70.1 萬 | 0.01% | 00.0% | 不變 |
| Freemont Management S.A. | 3,900 | $70.1 萬 | 0.37% | 00.0% | 不變 |
| Madrona Financial Services, LLC | 3,905 | $70.2 萬 | 0.19% | −2−0.1% | 減碼 |
| Signal Advisors Wealth, LLC | 3,906 | $70.2 萬 | 0.10% | +3,906 | 新進 |
| Outlook Wealth Advisors, LLC | 3,930 | $70.6 萬 | 0.20% | −75−1.9% | 減碼 |
| Clarius Group, LLC | 3,945 | $70.6 萬 | 0.05% | −204−4.9% | 減碼 |
| Renasant Bank | 3,948 | $70.9 萬 | 0.47% | +2,577+188.0% | 加碼 |
| Laurion Capital Management LP | 3,957 | $71.1 萬 | 0.05% | −12,406−75.8% | 減碼 |
| Legacy Wealth Asset Management, LLC | 3,972 | $71.4 萬 | 0.19% | −8−0.2% | 減碼 |
| WBI Investments | 3,972 | $71.4 萬 | 0.17% | +3,972 | 新進 |
| Checchi Capital Advisers, LLC | 3,989 | $71.7 萬 | 0.05% | +35+0.9% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,997 | $71.8 萬 | 0.12% | 00.0% | 不變 |
| RBF Capital, LLC | 4,000 | $71.9 萬 | 0.04% | 00.0% | 不變 |
| Vista Capital Partners, Inc. | 4,005 | $71.9 萬 | 0.08% | −67−1.6% | 減碼 |
| Avestar Capital, LLC | 4,011 | $72.1 萬 | 0.08% | −11−0.3% | 減碼 |
| Fidelis Capital Partners, LLC | 3,583 | $72.5 萬 | 0.09% | +75+2.1% | 加碼 |
| Cullinan Associates Inc | 3,700 | $72.9 萬 | 0.04% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 4,064 | $73.0 萬 | 0.10% | +41+1.0% | 加碼 |
| Principal Street Partners, LLC | 4,159 | $73.2 萬 | 0.12% | −456−9.9% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,076 | $73.2 萬 | 0.07% | −1,513−27.1% | 減碼 |
| KMG Fiduciary Partners, LLC | 4,080 | $73.3 萬 | 0.06% | 00.0% | 不變 |
| Ritholtz Wealth Management | 4,112 | $73.9 萬 | 0.02% | +569+16.1% | 加碼 |
| Strategic Wealth Partners, Ltd. | 4,141 | $74.4 萬 | 0.07% | −131−3.1% | 減碼 |
| Aspire Private Capital, LLC | 4,147 | $74.5 萬 | 0.18% | +767+22.7% | 加碼 |
| KFG Wealth Management, LLC | 4,149 | $74.5 萬 | 0.16% | −21−0.5% | 減碼 |
| Net Worth Advisory Group | 4,168 | $74.9 萬 | 0.22% | +4,168 | 新進 |
| Stonebridge Capital Advisors LLC | 4,187 | $75.2 萬 | 0.06% | 00.0% | 不變 |
| Citizens National Bank Trust Department | 4,200 | $75.5 萬 | 0.16% | 00.0% | 不變 |
| Caldwell Trust Co | 4,208 | $75.6 萬 | 0.08% | −275−6.1% | 減碼 |
| Summit Financial, LLC | 4,225 | $75.9 萬 | 0.03% | +911+27.5% | 加碼 |
| EverSource Wealth Advisors, LLC | 4,231 | $76.0 萬 | 0.05% | +82+2.0% | 加碼 |
| ERn Financial, LLC | 4,242 | $76.2 萬 | 0.12% | +5+0.1% | 加碼 |
| LMR Partners LLP | 4,265 | $76.6 萬 | 0.02% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 4,280 | $76.9 萬 | 0.15% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 4,293 | $77.1 萬 | 0.05% | +2,007+87.8% | 加碼 |
| St Germain D J Co Inc | 4,308 | $77.4 萬 | 0.04% | −50−1.1% | 減碼 |
| SlateStone Wealth, LLC | 4,308 | $77.4 萬 | 0.07% | −1,000−18.8% | 減碼 |
| Maxi Investments CY Ltd | 4,377 | $78.6 萬 | 0.21% | +4,377 | 新進 |
| Moody Lynn & Lieberson, LLC | 4,385 | $78.8 萬 | 0.05% | +905+26.0% | 加碼 |
| Riverwater Partners LLC | 4,328 | $79.0 萬 | 0.39% | −71−1.6% | 減碼 |
| First Heartland Consultants, Inc. | 4,395 | $79.0 萬 | 0.09% | +221+5.3% | 加碼 |
| Sargent Investment Group, LLC | 4,400 | $79.0 萬 | 0.14% | −195−4.2% | 減碼 |
| Sheets Smith Wealth Management | 4,401 | $79.1 萬 | 0.10% | +10.0% | 加碼 |
| HF Advisory Group, LLC | 4,418 | $79.4 萬 | 0.37% | +270+6.5% | 加碼 |
| Intellectus Partners, LLC | 4,425 | $79.5 萬 | 0.20% | 00.0% | 不變 |
| Dohj, LLC | 4,369 | $79.7 萬 | 0.19% | +567+14.9% | 加碼 |
| Conning Inc. | 4,463 | $80.2 萬 | 0.03% | +276+6.6% | 加碼 |
| LVM Capital Management Ltd | 5,400 | $80.5 萬 | 0.09% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 4,486 | $80.6 萬 | 0.12% | −230−4.9% | 減碼 |
| Truvestments Capital LLC | 4,490 | $80.7 萬 | 0.22% | −237−5.0% | 減碼 |
| Advisors Capital Management, LLC | 4,490 | $80.7 萬 | 0.01% | +275+6.5% | 加碼 |
| Skopos Labs, Inc. | 4,507 | $81.0 萬 | 0.27% | +300+7.1% | 加碼 |
| Ellevest, Inc. | 4,510 | $81.0 萬 | 0.04% | +53+1.2% | 加碼 |
| Ariel Investments, LLC | 4,541 | $81.6 萬 | 0.01% | −101−2.2% | 減碼 |
| CFO4Life Group, LLC | 4,545 | $81.7 萬 | 0.14% | −573−11.2% | 減碼 |
| Valeo Financial Advisors, LLC | 4,545 | $81.7 萬 | 0.02% | +75+1.7% | 加碼 |
| Ronald Blue Trust, Inc. | 5,490 | $81.8 萬 | 0.01% | +3,642+197.1% | 加碼 |
| Everhart Financial Group, Inc. | 4,555 | $81.8 萬 | 0.18% | +1,954+75.1% | 加碼 |
| Magnolia Capital Advisors LLC | 4,580 | $82.3 萬 | 0.41% | −99−2.1% | 減碼 |
| Ellis Investment Partners, LLC | 4,611 | $82.8 萬 | 0.16% | −128−2.7% | 減碼 |
| Roberts Glore & Co Inc | 4,618 | $83.0 萬 | 0.24% | 00.0% | 不變 |
| Leonteq Securities AG | 4,653 | $83.6 萬 | 0.10% | +4,042+661.5% | 加碼 |
| Foundations Investment Advisors, LLC | 4,660 | $83.7 萬 | 0.02% | +165+3.7% | 加碼 |
| Crumly & Associates Inc. | 4,669 | $83.9 萬 | 0.23% | −131−2.7% | 減碼 |
| Capital Investment Advisors, LLC | 4,677 | $84.0 萬 | 0.02% | −43−0.9% | 減碼 |
| GPS Wealth Strategies Group, LLC | 4,712 | $84.6 萬 | 0.11% | +492+11.7% | 加碼 |
| Optimum Investment Advisors | 4,715 | $84.7 萬 | 0.37% | +350+8.0% | 加碼 |
| Allred Capital Management, LLC | 4,722 | $84.8 萬 | 0.33% | +245+5.5% | 加碼 |
| Proequities, Inc. | 4,725 | $84.9 萬 | 0.05% | +566+13.6% | 加碼 |
| Neumann Capital Management, LLC | 4,740 | $85.2 萬 | 0.28% | 00.0% | 不變 |
| Callan Family Office, LLC | 4,758 | $85.5 萬 | 0.14% | +1,854+63.8% | 加碼 |
| 1st Source Bank | 4,760 | $85.5 萬 | 0.05% | +105+2.3% | 加碼 |
| Principle Wealth Partners LLC | 4,763 | $85.6 萬 | 0.06% | 00.0% | 不變 |
| Chesapeake Wealth Management | 4,783 | $85.9 萬 | 0.29% | 00.0% | 不變 |
| Drucker Wealth 3.0, LLC | 4,803 | $86.3 萬 | 0.21% | +205+4.5% | 加碼 |
| Allworth Financial LP | 4,808 | $86.4 萬 | 0.01% | +510+11.9% | 加碼 |
| Hilltop Holdings Inc. | 4,813 | $86.5 萬 | 0.06% | +1,549+47.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 4,815 | $86.5 萬 | 0.30% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 4,835 | $86.9 萬 | 0.04% | +1,442+42.5% | 加碼 |
| Mystic Asset Management, Inc. | 4,855 | $87.2 萬 | 0.33% | +300+6.6% | 加碼 |
| Sandy Cove Advisors, LLC | 4,860 | $87.3 萬 | 0.36% | +69+1.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 4,867 | $87.4 萬 | 0.04% | +1,542+46.4% | 加碼 |
| Atomi Financial Group, Inc. | 4,894 | $87.9 萬 | 0.05% | +753+18.2% | 加碼 |
| GM Advisory Group, Inc. | 4,944 | $88.8 萬 | 0.05% | 00.0% | 不變 |
| US Asset Management LLC | 4,178 | $89.1 萬 | 0.79% | −12−0.3% | 減碼 |