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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 11,765 | $241.7 萬 | 0.26% | −87−0.7% | 減碼 |
| Independent Advisor Alliance | 11,780 | $242.0 萬 | 0.03% | +1,966+20.0% | 加碼 |
| First Horizon Advisors, Inc. | 11,781 | $242.0 萬 | 0.07% | −5,308−31.1% | 減碼 |
| Harbour Investments, Inc. | 11,793 | $242.3 萬 | 0.07% | +1,729+17.2% | 加碼 |
| Benchmark Investment Advisors LLC | 11,898 | $244.4 萬 | 1.59% | +218+1.9% | 加碼 |
| Lindbrook Capital, LLC | 11,940 | $245.3 萬 | 0.22% | +31+0.3% | 加碼 |
| Covey Capital Advisors, LLC | 11,983 | $246.2 萬 | 2.80% | −594−4.7% | 減碼 |
| Allianz SE | 11,944 | $246.4 萬 | 0.06% | +1,241+11.6% | 加碼 |
| Barbara Oil Co. | 12,000 | $246.5 萬 | 1.02% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 12,102 | $248.6 萬 | 0.21% | −8,975−42.6% | 減碼 |
| Kovack Advisors, Inc. | 12,111 | $248.8 萬 | 0.24% | +44+0.4% | 加碼 |
| Palisade Asset Management, LLC | 12,250 | $251.6 萬 | 0.26% | −20.0% | 減碼 |
| Private Capital Advisors, Inc. | 12,250 | $251.6 萬 | 0.30% | 00.0% | 不變 |
| Concurrent Investment Advisors, LLC | 12,311 | $252.9 萬 | 0.07% | −31−0.3% | 減碼 |
| Buttonwood Financial Advisors Inc. | 12,371 | $254.1 萬 | 1.12% | −558−4.3% | 減碼 |
| Annex Advisory Services, LLC | 12,414 | $255.0 萬 | 0.08% | −458−3.6% | 減碼 |
| Jackson Hole Capital Partners, LLC | 12,428 | $255.3 萬 | 0.52% | +191+1.6% | 加碼 |
| Cresset Asset Management, LLC | 12,469 | $256.1 萬 | 0.01% | −30,972−71.3% | 減碼 |
| EP Wealth Advisors, LLC | 12,559 | $258.0 萬 | 0.02% | +186+1.5% | 加碼 |
| Sawyer & Company, Inc | 12,568 | $258.2 萬 | 0.96% | +180+1.5% | 加碼 |
| Midwest Professional Planners, LTD. | 12,579 | $258.4 萬 | 0.77% | +458+3.8% | 加碼 |
| GLOBALT Investments LLC | 12,607 | $259.0 萬 | 0.10% | −178−1.4% | 減碼 |
| Sabal Trust CO | 12,666 | $260.2 萬 | 0.15% | +28+0.2% | 加碼 |
| Johnson Financial Group, Inc. | 12,052 | $260.4 萬 | 0.12% | +6,259+108.0% | 加碼 |
| HighPoint Advisor Group LLC | 11,385 | $260.5 萬 | 0.14% | +334+3.0% | 加碼 |
| Sagespring Wealth Partners, LLC | 12,687 | $260.6 萬 | 0.07% | +12,687 | 新進 |
| Wealthspire Advisors, LLC | 12,721 | $261.3 萬 | 0.03% | −796−5.9% | 減碼 |
| Unique Wealth, LLC | 12,753 | $262.0 萬 | 0.55% | +1,038+8.9% | 加碼 |
| Analyst IMS Investment Management Services Ltd. | 12,770 | $262.3 萬 | 0.10% | 00.0% | 不變 |
| Burke & Herbert Bank & Trust Co | 12,850 | $264.0 萬 | 0.63% | 00.0% | 不變 |
| Newman Dignan & Sheerar, Inc. | 12,858 | $264.1 萬 | 0.68% | −509−3.8% | 減碼 |
| Aviso Financial Inc. | 12,891 | $264.8 萬 | 0.13% | −2,674−17.2% | 減碼 |
| Citizens Financial Group Inc | 12,933 | $265.7 萬 | 0.05% | +109+0.8% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 12,956 | $266.1 萬 | 0.97% | −581−4.3% | 減碼 |
| Signaturefd, LLC | 12,967 | $266.4 萬 | 0.05% | +363+2.9% | 加碼 |
| Dakota Wealth Management | 12,989 | $266.8 萬 | 0.06% | +375+3.0% | 加碼 |
| Bamco Inc | 13,000 | $267.0 萬 | 0.01% | −300−2.3% | 減碼 |
| Prudential PLC | 13,063 | $268.3 萬 | 0.01% | −33,757−72.1% | 減碼 |
| Exchange Traded Concepts, LLC | 13,090 | $268.9 萬 | 0.05% | +3,318+34.0% | 加碼 |
| United Services Automobile Association | 13,208 | $271.3 萬 | 0.09% | −345−2.5% | 減碼 |
| MTM Investment Management, LLC | 13,305 | $273.3 萬 | 1.05% | −17−0.1% | 減碼 |
| Passumpsic Savings Bank | 13,328 | $273.8 萬 | 1.71% | −366−2.7% | 減碼 |
| Hardy Reed LLC | 13,398 | $275.2 萬 | 0.24% | +20+0.1% | 加碼 |
| Global Retirement Partners, LLC | 13,416 | $275.6 萬 | 0.08% | +2,304+20.7% | 加碼 |
| Barry Investment Advisors, LLC | 13,513 | $277.6 萬 | 0.89% | −2,493−15.6% | 減碼 |
| Fayez Sarofim & Co | 13,544 | $278.2 萬 | 0.01% | −300−2.2% | 減碼 |
| Thoroughbred Financial Services, LLC | 13,570 | $278.7 萬 | 0.17% | −150−1.1% | 減碼 |
| Wetherby Asset Management Inc | 13,606 | $279.5 萬 | 0.13% | −1,198−8.1% | 減碼 |
| Howland Capital Management LLC | 13,810 | $283.7 萬 | 0.12% | +516+3.9% | 加碼 |
| Capital International Sarl | 13,816 | $283.8 萬 | 0.07% | +3,816+38.2% | 加碼 |
| Cullen Investment Group, Ltd. | 13,819 | $283.9 萬 | 0.42% | +78+0.6% | 加碼 |
| Harbor Investment Advisory, LLC | 13,899 | $285.5 萬 | 0.27% | −225−1.6% | 減碼 |
| Greenleaf Trust | 13,928 | $286.1 萬 | 0.03% | +1,863+15.4% | 加碼 |
| Tiaa Trust, National Association | 13,931 | $286.2 萬 | 0.01% | +958+7.4% | 加碼 |
| Gabelli Funds LLC | 14,030 | $288.2 萬 | 0.02% | −3,270−18.9% | 減碼 |
| Steel Peak Wealth Management LLC | 14,103 | $289.7 萬 | 0.12% | +14,103 | 新進 |
| Baldwin Investment Management, LLC | 14,200 | $291.7 萬 | 0.38% | −7,145−33.5% | 減碼 |
| Davenport & Co LLC | 14,262 | $293.0 萬 | 0.02% | −20−0.1% | 減碼 |
| Harrell Investment Partners, LLC | 14,312 | $294.0 萬 | 0.82% | +15+0.1% | 加碼 |
| Integrated Wealth Concepts LLC | 14,482 | $297.5 萬 | 0.03% | −311−2.1% | 減碼 |
| Central Trust Co | 14,569 | $299.3 萬 | 0.07% | +716+5.2% | 加碼 |
| Asio Capital, LLC | 14,639 | $300.7 萬 | 0.57% | +215+1.5% | 加碼 |
| Graphene Investments SAS | 14,700 | $302.0 萬 | 2.09% | −5,200−26.1% | 減碼 |
| City Holding Co | 14,718 | $302.3 萬 | 0.43% | +841+6.1% | 加碼 |
| CAPROCK Group, Inc. | 14,730 | $302.6 萬 | 0.10% | +708+5.0% | 加碼 |
| Maxwell Wealth Strategies Inc. | 14,784 | $303.7 萬 | 1.24% | −225−1.5% | 減碼 |
| Roundview Capital LLC | 14,821 | $304.5 萬 | 0.21% | +611+4.3% | 加碼 |
| Decatur Capital Management, Inc. | 14,832 | $304.7 萬 | 1.39% | +14,832 | 新進 |
| Burney Co | 14,863 | $305.3 萬 | 0.11% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 14,904 | $306.2 萬 | 0.19% | +14+0.1% | 加碼 |
| RDA Financial Network | 14,951 | $307.1 萬 | 0.90% | +7,619+103.9% | 加碼 |
| Kendall Capital Management | 15,073 | $309.6 萬 | 0.91% | −75−0.5% | 減碼 |
| Longbow Finance SA | 15,157 | $311.4 萬 | 0.34% | +718+5.0% | 加碼 |
| JB Capital LLC | 15,308 | $314.5 萬 | 0.18% | −9,015−37.1% | 減碼 |
| Ameritas Advisory Services, LLC | 15,372 | $315.8 萬 | 0.11% | +4,562+42.2% | 加碼 |
| Resolute Capital Asset Partners LLC | 15,449 | $317.4 萬 | 1.71% | +15,449 | 新進 |
| Salvus Wealth Management, LLC | 15,541 | $319.2 萬 | 2.04% | −50−0.3% | 減碼 |
| We Are One Seven, LLC | 15,721 | $322.9 萬 | 0.12% | +1,436+10.1% | 加碼 |
| Fairbanks Capital Management, Inc. | 15,977 | $328.2 萬 | 2.04% | +196+1.2% | 加碼 |
| Argyle Capital Management Inc. | 16,003 | $328.7 萬 | 1.30% | +480+3.1% | 加碼 |
| Albert D Mason Inc | 16,179 | $332.3 萬 | 2.22% | −3,013−15.7% | 減碼 |
| North Star Investment Management Corp. | 16,268 | $334.2 萬 | 0.23% | +250+1.6% | 加碼 |
| Scotia Capital Inc. | 16,283 | $334.5 萬 | 0.02% | +3,215+24.6% | 加碼 |
| WESCAP Management Group, Inc. | 16,340 | $335.7 萬 | 0.81% | 00.0% | 不變 |
| Palumbo Wealth Management LLC | 16,362 | $336.1 萬 | 1.25% | +1,601+10.8% | 加碼 |
| Alpine Woods Capital Investors, LLC | 16,375 | $336.4 萬 | 0.64% | 00.0% | 不變 |
| Eads & Heald Wealth Management | 16,583 | $340.6 萬 | 1.68% | −1,986−10.7% | 減碼 |
| Pinnacle Associates Ltd | 16,737 | $343.8 萬 | 0.05% | +69+0.4% | 加碼 |
| Portfolio Design Labs, LLC | 16,755 | $344.2 萬 | 0.71% | +832+5.2% | 加碼 |
| Bridges Investment Management Inc | 16,812 | $345.4 萬 | 0.05% | −1,715−9.3% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 16,903 | $347.2 萬 | 0.12% | +871+5.4% | 加碼 |
| Condor Capital Management | 16,923 | $347.6 萬 | 0.31% | −209−1.2% | 減碼 |
| Sovereign's Capital Management, LLC | 16,954 | $348.3 萬 | 2.22% | +16,954 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 16,814 | $351.8 萬 | 0.04% | +8,221+95.7% | 加碼 |
| Penobscot Investment Management Company, Inc. | 17,202 | $353.4 萬 | 0.32% | −1,550−8.3% | 減碼 |
| Allstate Corp | 17,225 | $353.8 萬 | 0.10% | +17,225 | 新進 |
| Coldstream Capital Management Inc | 17,289 | $355.1 萬 | 0.08% | +2,870+19.9% | 加碼 |
| Axxcess Wealth Management, LLC | 17,413 | $357.7 萬 | 0.09% | −464−2.6% | 減碼 |
| New Age Alpha Advisors, LLC | 17,472 | $358.9 萬 | 0.15% | +17,368+16,700.0% | 加碼 |
| GAMMA Investing LLC | 17,547 | $360.5 萬 | 0.31% | +3,000+20.6% | 加碼 |