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 |
|---|---|---|---|---|---|
| Highlander Partners, L.P. | 1,900 | $39.0 萬 | 0.22% | 00.0% | 不變 |
| WMS Partners, LLC | 1,900 | $39.0 萬 | 0.02% | +586+44.6% | 加碼 |
| Canandaigua National Bank & Trust Co | 1,902 | $39.1 萬 | 0.04% | −25−1.3% | 減碼 |
| Trust Co of Toledo NA | 1,902 | $39.1 萬 | 0.05% | +156+8.9% | 加碼 |
| Keystone Financial Services | 1,917 | $39.4 萬 | 0.15% | −106−5.2% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 1,918 | $39.4 萬 | 0.17% | +740+62.8% | 加碼 |
| Fort Washington Investment Advisors Inc | 1,934 | $39.7 萬 | 0.00% | −712−26.9% | 減碼 |
| Hickory Point Bank & Trust | 1,937 | $39.8 萬 | 0.35% | +1,937 | 新進 |
| Bigelow Investment Advisors, LLC | 1,939 | $39.8 萬 | 0.19% | +290+17.6% | 加碼 |
| Advisory Alpha, LLC | 1,946 | $40.0 萬 | 0.01% | +440+29.2% | 加碼 |
| Wealth Management Associates, Inc. | 1,950 | $40.1 萬 | 0.17% | 00.0% | 不變 |
| Cascade Financial Partners, LLC | 1,958 | $40.2 萬 | 0.05% | +28+1.5% | 加碼 |
| Excalibur Management Corp | 1,969 | $40.4 萬 | 0.16% | 00.0% | 不變 |
| Optimize Financial Inc | 1,969 | $40.4 萬 | 0.30% | +1,969 | 新進 |
| Quent Capital, LLC | 1,972 | $40.5 萬 | 0.04% | +14+0.7% | 加碼 |
| Icon Wealth Advisors, LLC | 1,975 | $40.6 萬 | 0.03% | −19−1.0% | 減碼 |
| Kaizen Financial Strategies | 1,976 | $40.6 萬 | 0.23% | −40−2.0% | 減碼 |
| Claro Advisors LLC | 1,982 | $40.7 萬 | 0.06% | −106−5.1% | 減碼 |
| Wealth Alliance | 1,988 | $40.8 萬 | 0.05% | +66+3.4% | 加碼 |
| Legacy Financial Advisors, Inc. | 2,000 | $41.1 萬 | 0.07% | −173−8.0% | 減碼 |
| Castleark Management LLC | 2,000 | $41.1 萬 | 0.01% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 2,000 | $41.1 萬 | 0.07% | 00.0% | 不變 |
| Okabena Investment Services Inc | 2,000 | $41.1 萬 | 0.11% | +2,000 | 新進 |
| Investment Counsel Co of Nevada | 2,000 | $41.1 萬 | 1.04% | +2,000 | 新進 |
| Archer Investment Corp | 2,003 | $41.1 萬 | 0.11% | +485+31.9% | 加碼 |
| Nixon Peabody Trust Co | 2,008 | $41.2 萬 | 0.03% | +33+1.7% | 加碼 |
| Invesco, LLC | 2,027 | $41.6 萬 | 0.17% | −82−3.9% | 減碼 |
| ORG Partners LLC | 2,039 | $41.9 萬 | 0.06% | −22−1.1% | 減碼 |
| Strategic Blueprint, LLC | 2,040 | $41.9 萬 | 0.02% | −65−3.1% | 減碼 |
| Avitas Wealth Management LLC | 2,046 | $42.0 萬 | 0.06% | −51−2.4% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 2,057 | $42.3 萬 | 0.28% | −44,859−95.6% | 減碼 |
| Sugarloaf Wealth Management, LLC | 2,062 | $42.3 萬 | 0.08% | +41+2.0% | 加碼 |
| Capital Asset Advisory Services LLC | 2,032 | $42.4 萬 | 0.02% | 00.0% | 不變 |
| Cable Hill Partners, LLC | 2,073 | $42.6 萬 | 0.04% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 2,076 | $42.6 萬 | 0.04% | −62−2.9% | 減碼 |
| Blalock Williams, LLC | 2,080 | $42.7 萬 | 0.50% | +2,080 | 新進 |
| Davis R M Inc | 2,083 | $42.8 萬 | 0.01% | +2,083 | 新進 |
| H&H Retirement Design & Management INC | 1,846 | $42.9 萬 | 0.26% | −251−12.0% | 減碼 |
| Old National Bancorp | 2,093 | $43.0 萬 | 0.01% | −37−1.7% | 減碼 |
| Uncommon Cents Investing LLC | 2,100 | $43.1 萬 | 0.13% | 00.0% | 不變 |
| Western Wealth Management, LLC | 2,111 | $43.4 萬 | 0.02% | −70−3.2% | 減碼 |
| Seeds Investor LLC | 2,112 | $43.4 萬 | 0.12% | +75+3.7% | 加碼 |
| Calamos Wealth Management LLC | 2,130 | $43.8 萬 | 0.02% | +2,130 | 新進 |
| Csenge Advisory Group | 2,134 | $43.8 萬 | 0.02% | −494−18.8% | 減碼 |
| Valmark Advisers, Inc. | 2,136 | $43.9 萬 | 0.01% | −859−28.7% | 減碼 |
| Fielder Capital Group LLC | 2,139 | $43.9 萬 | 0.14% | −6−0.3% | 減碼 |
| Zions Bancorporation, N.A. | 2,141 | $44.0 萬 | 0.03% | +1,431+201.5% | 加碼 |
| Power Wealth Management LLC | 2,142 | $44.0 萬 | 0.18% | +394+22.5% | 加碼 |
| Enterprise Financial Services Corp | 2,144 | $44.0 萬 | 0.25% | −4−0.2% | 減碼 |
| Boit C F David | 2,150 | $44.2 萬 | 0.22% | 00.0% | 不變 |
| WS Portfolio Advisory, LLC | 2,150 | $44.2 萬 | 1.80% | +2,150 | 新進 |
| Natixis | 2,152 | $44.2 萬 | 0.00% | −61,745−96.6% | 減碼 |
| Peterson Wealth Services | 2,158 | $44.3 萬 | 0.13% | −353−14.1% | 減碼 |
| Scientech Research LLC | 2,159 | $44.4 萬 | 0.13% | +2,159 | 新進 |
| Catalina Capital Group, LLC | 2,160 | $44.4 萬 | 0.15% | +48+2.3% | 加碼 |
| West Family Investments, Inc. | 2,161 | $44.4 萬 | 0.15% | −30−1.4% | 減碼 |
| Permanent Capital Management, LP | 2,168 | $44.5 萬 | 0.14% | +2,168 | 新進 |
| Western Pacific Wealth Management, LP | 2,172 | $44.6 萬 | 0.36% | +710+48.6% | 加碼 |
| Vantage Financial Partners, LLC | 2,173 | $44.6 萬 | 0.11% | −367−14.4% | 減碼 |
| Teza Capital Management LLC | 2,177 | $44.7 萬 | 0.07% | 00.0% | 不變 |
| Aveo Capital Partners, LLC | 2,181 | $44.8 萬 | 0.05% | −4−0.2% | 減碼 |
| Gryphon Financial Partners LLC | 2,184 | $44.9 萬 | 0.06% | −24−1.1% | 減碼 |
| Dechtman Wealth Management, LLC | 2,188 | $44.9 萬 | 0.09% | 00.0% | 不變 |
| L2 Asset Management, LLC | 2,191 | $45.0 萬 | 0.10% | −131−5.6% | 減碼 |
| Cypress Capital Group | 2,201 | $45.2 萬 | 0.06% | −18−0.8% | 減碼 |
| Berry Wealth Group, LP | 2,204 | $45.3 萬 | 0.33% | +110+5.3% | 加碼 |
| Independence Bank of Kentucky | 2,206 | $45.3 萬 | 0.07% | −105−4.5% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,210 | $45.4 萬 | 0.03% | +2,210 | 新進 |
| Horan Securities, Inc. | 2,219 | $45.6 萬 | 0.17% | −13−0.6% | 減碼 |
| WealthBridge Capital Management, LLC | 2,229 | $45.8 萬 | 0.13% | 00.0% | 不變 |
| Private Trust Co NA | 2,243 | $46.1 萬 | 0.05% | −466−17.2% | 減碼 |
| Arrow Financial Corp | 2,250 | $46.2 萬 | 0.04% | 00.0% | 不變 |
| Cornell Pochily Investment Advisors, Inc. | 2,255 | $46.3 萬 | 0.16% | −30−1.3% | 減碼 |
| KCM Investment Advisors LLC | 2,258 | $46.4 萬 | 0.02% | +831+58.2% | 加碼 |
| State of Wyoming | 2,269 | $46.6 萬 | 0.06% | +1,678+283.9% | 加碼 |
| Sentry Investment Management LLC | 2,282 | $46.9 萬 | 0.22% | −372−14.0% | 減碼 |
| West Coast Financial LLC | 2,292 | $47.1 萬 | 0.05% | 00.0% | 不變 |
| Ipswich Investment Management Co., Inc. | 2,295 | $47.1 萬 | 0.11% | 00.0% | 不變 |
| Center for Financial Planning, Inc. | 2,297 | $47.2 萬 | 0.06% | 00.0% | 不變 |
| Investment Management Corp | 2,297 | $47.2 萬 | 0.42% | +2,297 | 新進 |
| Schnieders Capital Management LLC | 2,299 | $47.2 萬 | 0.09% | −25−1.1% | 減碼 |
| Lakeview Capital Partners, LLC | 2,299 | $47.2 萬 | 0.10% | +116+5.3% | 加碼 |
| D.B. Root & Company, LLC | 2,317 | $47.6 萬 | 0.15% | −394−14.5% | 減碼 |
| Belpointe Asset Management LLC | 2,757 | $48.1 萬 | 0.03% | +29+1.1% | 加碼 |
| Arkadios Wealth Advisors | 2,344 | $48.2 萬 | 0.03% | −173−6.9% | 減碼 |
| Regent Peak Wealth Advisors LLC | 2,344 | $48.2 萬 | 0.11% | +10.0% | 加碼 |
| First Bank & Trust | 2,350 | $48.3 萬 | 0.09% | +482+25.8% | 加碼 |
| Proficio Capital Partners LLC | 2,361 | $48.5 萬 | 0.04% | +775+48.9% | 加碼 |
| IHT Wealth Management, LLC | 2,363 | $48.5 萬 | 0.02% | −693−22.7% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 2,368 | $48.6 萬 | 0.11% | −127−5.1% | 減碼 |
| Mark Sheptoff Financial Planning, LLC | 2,376 | $48.8 萬 | 0.26% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 2,378 | $48.8 萬 | 0.04% | +75+3.3% | 加碼 |
| Ci Investments Inc. | 2,382 | $48.9 萬 | 0.00% | −28−1.2% | 減碼 |
| Sage Mountain Advisors LLC | 2,382 | $48.9 萬 | 0.04% | +63+2.7% | 加碼 |
| M3 Advisory Group, LLC | 2,383 | $48.9 萬 | 0.35% | −14−0.6% | 減碼 |
| Venture Visionary Partners LLC | 2,384 | $49.0 萬 | 0.02% | +50+2.1% | 加碼 |
| Childress Capital Advisors, LLC | 2,387 | $49.0 萬 | 0.14% | −40−1.6% | 減碼 |
| Meyer Handelman Co | 2,400 | $49.3 萬 | 0.02% | 00.0% | 不變 |
| Corundum Group, Inc. | 2,400 | $49.3 萬 | 0.18% | 00.0% | 不變 |
| CM Wealth Advisors LLC | 2,410 | $49.5 萬 | 0.16% | 00.0% | 不變 |