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 |
|---|---|---|---|---|---|
| Trivant Custom Portfolio Group, LLC | 4,967 | $89.2 萬 | 0.51% | +4,967 | 新進 |
| Meridian Wealth Management, LLC | 5,038 | $90.5 萬 | 0.04% | +5,038 | 新進 |
| DRW Securities, LLC | 5,116 | $91.9 萬 | 0.05% | −315−5.8% | 減碼 |
| Forum Financial Management, LP | 5,154 | $92.6 萬 | 0.02% | −4−0.1% | 減碼 |
| Cape Investment Advisory, Inc. | 5,182 | $93.1 萬 | 0.38% | −20−0.4% | 減碼 |
| Whittier Trust Co | 5,187 | $93.2 萬 | 0.01% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 5,201 | $93.4 萬 | 0.01% | −5,194−50.0% | 減碼 |
| Baader Bank INC | 5,380 | $93.6 萬 | 0.08% | +464+9.4% | 加碼 |
| Beacon Financial Group | 5,259 | $94.5 萬 | 0.10% | +121+2.4% | 加碼 |
| SkyView Investment Advisors, LLC | 5,275 | $94.8 萬 | 0.16% | +223+4.4% | 加碼 |
| Atlas Capital Advisors LLC | 5,278 | $94.8 萬 | 0.15% | −951−15.3% | 減碼 |
| Townsend Asset Management Corp | 5,295 | $95.1 萬 | 0.35% | −950−15.2% | 減碼 |
| Forbes J M & Co LLP | 5,321 | $95.6 萬 | 0.09% | +225+4.4% | 加碼 |
| First Citizens Bank & Trust Co | 5,328 | $95.7 萬 | 0.02% | +4+0.1% | 加碼 |
| Nicolet Bankshares Inc | 5,343 | $96.0 萬 | 0.23% | −1,016−16.0% | 減碼 |
| Gamco Investors, Inc. Et Al | 5,350 | $96.1 萬 | 0.01% | −800−13.0% | 減碼 |
| Regal Investment Advisors LLC | 5,356 | $96.2 萬 | 0.07% | −3,411−38.9% | 減碼 |
| Sigma Planning Corp | 5,372 | $96.5 萬 | 0.03% | +767+16.7% | 加碼 |
| Parallax Volatility Advisers, L.P. | 5,376 | $96.6 萬 | 0.03% | +368+7.3% | 加碼 |
| Modera Wealth Management, LLC | 5,380 | $96.7 萬 | 0.01% | +6+0.1% | 加碼 |
| Rehmann Capital Advisory Group | 5,404 | $97.1 萬 | 0.06% | −461−7.9% | 減碼 |
| United Community Bank | 5,444 | $97.8 萬 | 0.38% | −56−1.0% | 減碼 |
| Parsons Capital Management Inc | 5,455 | $98.0 萬 | 0.06% | −70−1.3% | 減碼 |
| Syon Capital LLC | 5,488 | $98.6 萬 | 0.09% | +20+0.4% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,495 | $98.7 萬 | 0.13% | −886−13.9% | 減碼 |
| Westpac Banking Corp | 5,495 | $98.7 萬 | 0.07% | +1,131+25.9% | 加碼 |
| Integrated Advisors Network LLC | 5,517 | $99.1 萬 | 0.05% | −232−4.0% | 減碼 |
| Evergreen Capital Management LLC | 5,590 | $100.4 萬 | 0.03% | +273+5.1% | 加碼 |
| nVerses Capital, LLC | 5,600 | $100.6 萬 | 0.46% | +1,700+43.6% | 加碼 |
| Shepherd Financial Partners LLC | 5,622 | $101.0 萬 | 0.12% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 5,667 | $101.8 萬 | 0.01% | −250−4.2% | 減碼 |
| CSS LLC | 5,700 | $102.4 萬 | 0.06% | −1,700−23.0% | 減碼 |
| Kowal Investment Group, LLC | 5,757 | $103.4 萬 | 0.19% | −63−1.1% | 減碼 |
| Johnson Financial Group, Inc. | 5,793 | $104.1 萬 | 0.05% | −150−2.5% | 減碼 |
| Eqis Capital Management, Inc. | 5,802 | $104.2 萬 | 0.08% | −122−2.1% | 減碼 |
| Boston Common Asset Management, LLC | 5,804 | $104.3 萬 | 0.03% | 00.0% | 不變 |
| Parallel Advisors, LLC | 5,819 | $104.5 萬 | 0.02% | +403+7.4% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,831 | $104.8 萬 | 0.03% | −326−5.3% | 減碼 |
| Copperwynd Financial, LLC | 5,836 | $104.8 萬 | 0.32% | +185+3.3% | 加碼 |
| Williamson Legacy Group, LLC | 5,860 | $105.3 萬 | 0.70% | +1,786+43.8% | 加碼 |
| Schechter Investment Advisors, LLC | 5,876 | $105.6 萬 | 0.08% | −374−6.0% | 減碼 |
| Stratos Wealth Partners, LTD. | 5,894 | $105.9 萬 | 0.02% | −82−1.4% | 減碼 |
| Groupama Asset Managment | 7,360 | $106.2 萬 | 0.03% | +35+0.5% | 加碼 |
| Frank, Rimerman Advisors LLC | 5,912 | $106.2 萬 | 0.08% | +37+0.6% | 加碼 |
| Prentiss Smith & Co Inc | 5,957 | $107.0 萬 | 0.69% | 00.0% | 不變 |
| Cigna Investments Inc | 5,958 | $107.1 萬 | 0.19% | −154−2.5% | 減碼 |
| Perkins Coie Trust Co | 5,990 | $107.6 萬 | 0.24% | +4,089+215.1% | 加碼 |
| Fortem Financial Group, LLC | 5,990 | $107.6 萬 | 0.44% | +5,990 | 新進 |
| Kingsview Wealth Management, LLC | 6,035 | $108.4 萬 | 0.02% | +192+3.3% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 6,057 | $108.8 萬 | 0.03% | −24−0.4% | 減碼 |
| Stonebrook Private Inc. | 6,068 | $109.0 萬 | 0.29% | +112+1.9% | 加碼 |
| Vise Technologies, Inc. | 6,090 | $109.4 萬 | 0.14% | +3,446+130.3% | 加碼 |
| Aurora Investment Counsel | 6,203 | $111.4 萬 | 0.60% | −23−0.4% | 減碼 |
| Mutual Advisors, LLC | 5,507 | $111.9 萬 | 0.03% | +290+5.6% | 加碼 |
| Certified Advisory Corp | 6,238 | $112.1 萬 | 0.12% | −82−1.3% | 減碼 |
| Eukles Asset Management | 6,247 | $112.2 萬 | 0.45% | +84+1.4% | 加碼 |
| Synergy Financial Management, LLC | 6,250 | $112.3 萬 | 0.17% | −1,730−21.7% | 減碼 |
| Institute for Wealth Management, LLC. | 6,266 | $112.6 萬 | 0.14% | −123−1.9% | 減碼 |
| Catalyst Funds Management Pty Ltd | 6,300 | $113.2 萬 | 0.25% | +1,700+37.0% | 加碼 |
| Boston Trust Walden Corp | 6,308 | $113.3 萬 | 0.01% | +333+5.6% | 加碼 |
| Arcataur Capital Management LLC | 6,363 | $114.3 萬 | 0.39% | −2,491−28.1% | 減碼 |
| Kestra Private Wealth Services, LLC | 6,373 | $114.5 萬 | 0.02% | −3,371−34.6% | 減碼 |
| Westover Capital Advisors, LLC | 6,374 | $114.5 萬 | 0.22% | +6,374 | 新進 |
| Financial Advocates Investment Management | 6,375 | $114.5 萬 | 0.06% | −54−0.8% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 6,382 | $114.7 萬 | 0.44% | +20.0% | 加碼 |
| CoreFirst Bank & Trust | 6,400 | $115.0 萬 | 0.66% | 00.0% | 不變 |
| Wedmont Private Capital | 6,220 | $115.1 萬 | 0.07% | +931+17.6% | 加碼 |
| Central Bank & Trust Co | 6,423 | $115.4 萬 | 0.16% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 6,460 | $116.1 萬 | 0.02% | 00.0% | 不變 |
| Voya Financial Advisors, Inc. | 6,520 | $116.3 萬 | 0.13% | −61−0.9% | 減碼 |
| Fifth Third Wealth Advisors LLC | 6,489 | $116.6 萬 | 0.07% | −268−4.0% | 減碼 |
| Lake Street Advisors Group, LLC | 6,494 | $116.7 萬 | 0.05% | +95+1.5% | 加碼 |
| VeraBank, N.A. | 6,505 | $116.9 萬 | 0.34% | −300−4.4% | 減碼 |
| NBT Bank N A | 6,506 | $116.9 萬 | 0.08% | −4−0.1% | 減碼 |
| Tectonic Advisors LLC | 6,510 | $117.0 萬 | 0.08% | −378−5.5% | 減碼 |
| Washington Trust Co | 6,543 | $117.5 萬 | 0.04% | −1,352−17.1% | 減碼 |
| Pinebridge Investments, L.P. | 6,576 | $118.1 萬 | 0.01% | −69,699−91.4% | 減碼 |
| Quadrant Capital Group LLC | 6,648 | $119.4 萬 | 0.08% | +60+0.9% | 加碼 |
| Boston Family Office LLC | 6,672 | $119.9 萬 | 0.08% | 00.0% | 不變 |
| NorthRock Partners, LLC | 6,694 | $120.3 萬 | 0.04% | +133+2.0% | 加碼 |
| Koshinski Asset Management, Inc. | 6,734 | $121.0 萬 | 0.10% | +390+6.1% | 加碼 |
| Ridgepath Capital Management LLC | 6,748 | $121.2 萬 | 0.97% | 00.0% | 不變 |
| Smith, Moore & Co. | 6,782 | $121.8 萬 | 0.12% | +150+2.3% | 加碼 |
| HBK Sorce Advisory LLC | 6,791 | $122.0 萬 | 0.04% | −50−0.7% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 6,836 | $122.8 萬 | 0.03% | −104−1.5% | 減碼 |
| Empower Advisory Group, LLC | 6,887 | $123.7 萬 | 0.00% | −622−8.3% | 減碼 |
| Transcend Wealth Collective, LLC | 6,969 | $125.2 萬 | 0.08% | +11+0.2% | 加碼 |
| Brown Capital Management LLC | 6,989 | $125.6 萬 | 0.03% | −53−0.8% | 減碼 |
| Legacy Trust | 7,006 | $125.9 萬 | 0.29% | −106−1.5% | 減碼 |
| Park Place Capital Corp | 7,008 | $125.9 萬 | 0.36% | +2,794+66.3% | 加碼 |
| David Loasby | 6,939 | $127.2 萬 | 0.12% | +1,131+19.5% | 加碼 |
| Peoples Bank | 7,150 | $128.5 萬 | 0.66% | −300−4.0% | 減碼 |
| RIA Advisory Group LLC | 7,171 | $128.8 萬 | 0.45% | +7,171 | 新進 |
| Sapient Capital LLC | 7,202 | $129.4 萬 | 0.03% | +7,202 | 新進 |
| Court Place Advisors, LLC | 7,248 | $130.2 萬 | 0.38% | −310−4.1% | 減碼 |
| Dean Investment Associates, LLC | 7,280 | $130.8 萬 | 0.18% | −689−8.6% | 減碼 |
| AlTi Global, Inc. | 7,312 | $131.4 萬 | 0.03% | −693−8.7% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 7,332 | $131.7 萬 | 0.37% | −437−5.6% | 減碼 |
| RDA Financial Network | 7,332 | $131.7 萬 | 0.41% | +262+3.7% | 加碼 |
| Trust Asset Management LLC | 7,339 | $131.8 萬 | 0.11% | −61−0.8% | 減碼 |