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 4 季 13F 持有人
Fiserv Inc 在 2024/12/31 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
- 1,904
- 較 2024 年第 3 季 +211 家
- 持有股數
- 5.14 億
- 較 2024 年第 3 季 +425.8 萬 (+0.8%)
- 總市值
- $1,058 億
- 較 2024 年第 3 季 +$140.7 億 (+15.3%)
- 新進機構
- 281
- 另有 608 家加碼
- 清倉機構
- 70
- 另有 754 家減碼
另有 34 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Prentiss Smith & Co Inc | 5,976 | $122.8 萬 | 0.80% | +19+0.3% | 加碼 |
| Perkins Coie Trust Co | 5,990 | $123.0 萬 | 0.27% | 00.0% | 不變 |
| Williamson Legacy Group, LLC | 6,020 | $123.7 萬 | 0.82% | +160+2.7% | 加碼 |
| Dynamic Advisor Solutions LLC | 6,062 | $124.5 萬 | 0.05% | −3,185−34.4% | 減碼 |
| Chicago Trust Co NA | 6,075 | $124.8 萬 | 0.22% | −1,844−23.3% | 減碼 |
| Edgestream Partners, L.P. | 6,087 | $125.0 萬 | 0.05% | +3,045+100.1% | 加碼 |
| Stonebrook Private Inc. | 6,091 | $125.1 萬 | 0.33% | +23+0.4% | 加碼 |
| Machina Capital S.A.S. | 6,113 | $125.6 萬 | 0.53% | +6,113 | 新進 |
| SG Americas Securities, LLC | 6,129 | $125.9 萬 | 0.01% | −80,262−92.9% | 減碼 |
| Parallel Advisors, LLC | 6,129 | $125.9 萬 | 0.03% | +310+5.3% | 加碼 |
| Wolverine Trading, LLC | 6,160 | $127.1 萬 | 0.03% | −6,030−49.5% | 減碼 |
| Brown Capital Management LLC | 6,205 | $127.5 萬 | 0.03% | −784−11.2% | 減碼 |
| Tectonic Advisors LLC | 6,229 | $128.0 萬 | 0.08% | −281−4.3% | 減碼 |
| Kingsview Wealth Management, LLC | 6,244 | $128.3 萬 | 0.02% | +209+3.5% | 加碼 |
| Eukles Asset Management | 6,248 | $128.3 萬 | 0.55% | +10.0% | 加碼 |
| Institute for Wealth Management, LLC. | 6,266 | $128.7 萬 | 0.16% | 00.0% | 不變 |
| NorthRock Partners, LLC | 6,287 | $129.1 萬 | 0.04% | −407−6.1% | 減碼 |
| Lake Street Advisors Group, LLC | 6,327 | $130.0 萬 | 0.06% | −167−2.6% | 減碼 |
| Financial Advocates Investment Management | 6,330 | $130.0 萬 | 0.07% | −45−0.7% | 減碼 |
| Boston Trust Walden Corp | 6,338 | $130.2 萬 | 0.01% | +30+0.5% | 加碼 |
| Fortem Financial Group, LLC | 6,364 | $130.7 萬 | 0.51% | +374+6.2% | 加碼 |
| SkyView Investment Advisors, LLC | 6,374 | $130.9 萬 | 0.21% | +1,099+20.8% | 加碼 |
| CoreFirst Bank & Trust | 6,400 | $131.5 萬 | 0.78% | 00.0% | 不變 |
| Wedmont Private Capital | 6,583 | $132.0 萬 | 0.07% | +363+5.8% | 加碼 |
| AE Wealth Management LLC | 6,429 | $132.1 萬 | 0.01% | −4,551−41.4% | 減碼 |
| VeraBank, N.A. | 6,445 | $132.4 萬 | 0.37% | −60−0.9% | 減碼 |
| Pacific Point Advisors, LLC | 6,182 | $132.4 萬 | 0.80% | +6,182 | 新進 |
| Arcataur Capital Management LLC | 6,448 | $132.5 萬 | 0.45% | +85+1.3% | 加碼 |
| Washington Trust Co | 6,466 | $132.8 萬 | 0.05% | −77−1.2% | 減碼 |
| Boston Partners | 6,471 | $132.9 萬 | 0.00% | −3,850−37.3% | 減碼 |
| Eqis Capital Management, Inc. | 6,559 | $134.7 萬 | 0.11% | +757+13.0% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 6,641 | $136.4 萬 | 0.60% | −1,383−17.2% | 減碼 |
| Transcend Wealth Collective, LLC | 6,642 | $136.4 萬 | 0.10% | −327−4.7% | 減碼 |
| Quadrant Capital Group LLC | 6,645 | $136.5 萬 | 0.09% | −30.0% | 減碼 |
| Meritage Portfolio Management | 6,650 | $136.6 萬 | 0.08% | −843−11.3% | 減碼 |
| Boston Family Office LLC | 6,672 | $137.1 萬 | 0.09% | 00.0% | 不變 |
| David Loasby | 6,900 | $138.4 萬 | 0.13% | −39−0.6% | 減碼 |
| Ridgepath Capital Management LLC | 6,748 | $138.6 萬 | 0.64% | 00.0% | 不變 |
| Bartlett & Co. Wealth Management LLC | 6,755 | $138.8 萬 | 0.02% | +295+4.6% | 加碼 |
| Voya Financial Advisors, Inc. | 6,733 | $138.9 萬 | 0.15% | +213+3.3% | 加碼 |
| Koshinski Asset Management, Inc. | 6,765 | $139.0 萬 | 0.12% | +31+0.5% | 加碼 |
| Peoples Bank | 6,770 | $139.1 萬 | 0.82% | −380−5.3% | 減碼 |
| HBK Sorce Advisory LLC | 6,817 | $140.0 萬 | 0.04% | +26+0.4% | 加碼 |
| Dogwood Wealth Management LLC | 6,827 | $140.2 萬 | 0.74% | +4,007+142.1% | 加碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 6,835 | $140.4 萬 | 0.04% | −10.0% | 減碼 |
| Trust Co of Vermont | 6,839 | $140.5 萬 | 0.07% | +4,310+170.4% | 加碼 |
| Dean Investment Associates, LLC | 6,851 | $140.7 萬 | 0.20% | −429−5.9% | 減碼 |
| Smith, Moore & Co. | 6,937 | $142.5 萬 | 0.13% | +155+2.3% | 加碼 |
| Legacy Trust | 6,951 | $142.8 萬 | 0.33% | −55−0.8% | 減碼 |
| Sheets Smith Investment Management | 6,970 | $143.2 萬 | 1.21% | +6,970 | 新進 |
| Settian Capital LP | 7,000 | $143.8 萬 | 1.04% | +7,000 | 新進 |
| Anchor Capital Advisors LLC | 7,007 | $143.9 萬 | 0.04% | −708−9.2% | 減碼 |
| AlTi Global, Inc. | 6,927 | $144.4 萬 | 0.03% | −385−5.3% | 減碼 |
| Lederer & Associates Investment Counsel | 7,032 | $144.5 萬 | 1.01% | −1,188−14.5% | 減碼 |
| BankPlus Trust Department | 7,072 | $145.3 萬 | 0.48% | +7,072 | 新進 |
| Fifth Third Wealth Advisors LLC | 7,085 | $145.5 萬 | 0.08% | +596+9.2% | 加碼 |
| Court Place Advisors, LLC | 7,098 | $145.8 萬 | 0.47% | −150−2.1% | 減碼 |
| Burling Wealth Partners, LLC | 7,100 | $145.8 萬 | 0.30% | +7,100 | 新進 |
| Purkiss Capital Advisors LLC | 7,115 | $146.2 萬 | 1.26% | +7,115 | 新進 |
| Point72 Asia (Singapore) Pte. Ltd. | 7,142 | $146.7 萬 | 0.39% | +7,142 | 新進 |
| Semmax Financial Advisors Inc. | 6,429 | $147.8 萬 | 0.39% | −977−13.2% | 減碼 |
| Legend Financial Advisors, Inc. | 7,208 | $148.1 萬 | 1.04% | −318−4.2% | 減碼 |
| Wesbanco Bank Inc | 7,224 | $148.4 萬 | 0.05% | −143−1.9% | 減碼 |
| Mystic Asset Management, Inc. | 7,235 | $148.6 萬 | 0.40% | +2,380+49.0% | 加碼 |
| Spinnaker Trust | 7,296 | $149.9 萬 | 0.09% | −75−1.0% | 減碼 |
| Allworth Financial LP | 7,176 | $150.3 萬 | 0.01% | +2,368+49.3% | 加碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 7,332 | $150.6 萬 | 0.42% | 00.0% | 不變 |
| Trust Asset Management LLC | 7,339 | $150.8 萬 | 0.12% | 00.0% | 不變 |
| RIA Advisory Group LLC | 7,348 | $150.9 萬 | 0.51% | +177+2.5% | 加碼 |
| Gould Capital, LLC | 7,388 | $151.8 萬 | 1.06% | −207−2.7% | 減碼 |
| Delphi Management Inc | 7,389 | $151.8 萬 | 1.47% | −1,378−15.7% | 減碼 |
| Mill Creek Capital Advisors, LLC | 7,408 | $152.2 萬 | 0.04% | −4,506−37.8% | 減碼 |
| Empower Advisory Group, LLC | 7,409 | $152.2 萬 | 0.01% | +522+7.6% | 加碼 |
| 17 Capital Partners, LLC | 7,443 | $152.9 萬 | 0.97% | +80+1.1% | 加碼 |
| Warren Averett Asset Management, LLC | 7,500 | $154.1 萬 | 0.02% | +5,738+325.7% | 加碼 |
| Radnor Capital Management, LLC | 7,524 | $154.6 萬 | 0.26% | −1,064−12.4% | 減碼 |
| Haverford Trust Co | 7,556 | $155.2 萬 | 0.02% | −282−3.6% | 減碼 |
| Park Place Capital Corp | 7,559 | $155.3 萬 | 0.43% | +551+7.9% | 加碼 |
| Farther Finance Advisors, LLC | 7,569 | $155.5 萬 | 0.06% | −213−2.7% | 減碼 |
| Boston Private Wealth LLC | 7,579 | $155.7 萬 | 0.03% | +7,579 | 新進 |
| True North Advisors, LLC | 7,634 | $156.8 萬 | 0.37% | +75+1.0% | 加碼 |
| IFP Advisors, Inc | 7,642 | $157.0 萬 | 0.05% | +224+3.0% | 加碼 |
| NBT Bank N A | 7,649 | $157.1 萬 | 0.11% | +1,143+17.6% | 加碼 |
| Kestra Private Wealth Services, LLC | 7,661 | $157.4 萬 | 0.03% | +1,288+20.2% | 加碼 |
| Maia Wealth LLC | 7,392 | $157.5 萬 | 0.34% | +735+11.0% | 加碼 |
| Legato Capital Management LLC | 7,676 | $157.7 萬 | 0.21% | −6,217−44.7% | 減碼 |
| First Nebraska Trust Co | 7,735 | $158.9 萬 | 0.15% | 00.0% | 不變 |
| Beacon Bridge Wealth Partners, LLC | 7,752 | $159.2 萬 | 0.68% | 00.0% | 不變 |
| Prospera Financial Services Inc | 7,772 | $159.6 萬 | 0.04% | +6,134+374.5% | 加碼 |
| SRS Capital Advisors, Inc. | 7,773 | $159.7 萬 | 0.10% | −497−6.0% | 減碼 |
| Intelligence Driven Advisers, LLC | 7,773 | $159.7 萬 | 0.30% | −20−0.3% | 減碼 |
| Horizon Investments, LLC | 7,906 | $162.4 萬 | 0.05% | +77+1.0% | 加碼 |
| Bowman & Co S.C. | 7,935 | $163.0 萬 | 0.84% | +366+4.8% | 加碼 |
| Grimes & Company, Inc. | 7,945 | $163.2 萬 | 0.05% | −17−0.2% | 減碼 |
| Ballentine Partners, LLC | 7,990 | $164.1 萬 | 0.03% | +76+1.0% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 8,022 | $164.8 萬 | 0.05% | +1,965+32.4% | 加碼 |
| Convergence Financial, LLC | 8,056 | $165.5 萬 | 0.33% | +133+1.7% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 8,057 | $165.5 萬 | 0.05% | +375+4.9% | 加碼 |
| Williams Jones Wealth Management, LLC. | 8,065 | $165.7 萬 | 0.02% | −40.0% | 減碼 |
| JGP Wealth Management, LLC | 8,106 | $166.5 萬 | 0.22% | +22+0.3% | 加碼 |