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 |
|---|---|---|---|---|---|
| Marcum Wealth, LLC | 2,413 | $49.6 萬 | 0.04% | +563+30.4% | 加碼 |
| One Wealth Advisors, LLC | 2,431 | $49.9 萬 | 0.07% | −305−11.1% | 減碼 |
| Vista Wealth Management Group, LLC | 2,435 | $50.0 萬 | 0.03% | +65+2.7% | 加碼 |
| Janney Capital Management LLC | 2,440 | $50.1 萬 | 0.03% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 2,458 | $50.5 萬 | 0.04% | +2,458 | 新進 |
| International Assets Investment Management, LLC | 2,477 | $51.0 萬 | 0.04% | +2,477 | 新進 |
| Premier Path Wealth Partners, LLC | 2,486 | $51.1 萬 | 0.08% | +63+2.6% | 加碼 |
| Weiss Asset Management LP | 2,505 | $51.5 萬 | 0.01% | −41,003−94.2% | 減碼 |
| WBH Advisory Inc | 2,520 | $51.8 萬 | 0.05% | +27+1.1% | 加碼 |
| Northwest Bancshares, Inc. | 2,541 | $52.2 萬 | 0.10% | 00.0% | 不變 |
| Moss Adams Wealth Advisors LLC | 2,546 | $52.3 萬 | 0.06% | +38+1.5% | 加碼 |
| Carrera Capital Advisors | 2,550 | $52.4 萬 | 0.12% | −9,580−79.0% | 減碼 |
| Andina Capital Management, LLC | 2,551 | $52.4 萬 | 0.43% | +105+4.3% | 加碼 |
| Jackson Wealth Management, LLC | 2,557 | $52.5 萬 | 0.06% | +2,557 | 新進 |
| Trust Point Inc. | 2,564 | $52.7 萬 | 0.04% | +254+11.0% | 加碼 |
| Connecticut Wealth Management, LLC | 2,569 | $52.8 萬 | 0.03% | +184+7.7% | 加碼 |
| Obermeyer Wood Investment Counsel, LLLP | 2,581 | $53.0 萬 | 0.03% | −500−16.2% | 減碼 |
| Trueblood Wealth Management, LLC | 2,582 | $53.0 萬 | 0.26% | 00.0% | 不變 |
| Castleview Partners, LLC | 2,579 | $53.1 萬 | 0.29% | +13+0.5% | 加碼 |
| Centaurus Financial, Inc. | 2,588 | $53.2 萬 | 0.03% | +164+6.8% | 加碼 |
| Centiva Capital, LP | 2,597 | $53.3 萬 | 0.02% | −5,313−67.2% | 減碼 |
| WoodTrust Financial Corp | 2,607 | $53.6 萬 | 0.08% | +786+43.2% | 加碼 |
| Geller Advisors LLC | 2,610 | $53.6 萬 | 0.04% | −72−2.7% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 9,134 | $53.9 萬 | 0.09% | −7,912−46.4% | 減碼 |
| Salem Investment Counselors Inc | 2,643 | $54.3 萬 | 0.02% | 00.0% | 不變 |
| Foster & Motley Inc | 2,644 | $54.3 萬 | 0.04% | −25−0.9% | 減碼 |
| CVA Family Office, LLC | 2,644 | $54.3 萬 | 0.09% | +65+2.5% | 加碼 |
| Flow Traders U.S. LLC | 2,660 | $54.6 萬 | 0.02% | +2,660 | 新進 |
| Silver Oak Securities, Inc | 2,648 | $54.6 萬 | 0.05% | +1,469+124.6% | 加碼 |
| Somerset Group LLC | 2,689 | $55.2 萬 | 0.50% | −11−0.4% | 減碼 |
| Worldquant Millennium Advisors LLC | 2,698 | $55.4 萬 | 0.00% | +2,698 | 新進 |
| Tributary Capital Management, LLC | 2,720 | $55.9 萬 | 0.04% | −130−4.6% | 減碼 |
| Sax Wealth Advisors, LLC | 2,722 | $55.9 萬 | 0.04% | +16+0.6% | 加碼 |
| Leuthold Group, LLC | 2,723 | $55.9 萬 | 0.07% | +2,723 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,726 | $56.0 萬 | 0.05% | −23−0.8% | 減碼 |
| Meiji Yasuda Life Insurance Co | 2,735 | $56.2 萬 | 0.01% | +2,735 | 新進 |
| Simmons Bank | 2,751 | $56.5 萬 | 0.04% | +1,450+111.5% | 加碼 |
| Essex Financial Services, Inc. | 2,757 | $56.6 萬 | 0.04% | +262+10.5% | 加碼 |
| Finward Bancorp | 2,758 | $56.7 萬 | 0.49% | +2,758 | 新進 |
| Whittier Trust Co of Nevada Inc | 2,762 | $56.7 萬 | 0.01% | −80−2.8% | 減碼 |
| PFG Investments, LLC | 2,772 | $56.9 萬 | 0.04% | −35−1.2% | 減碼 |
| Wambolt & Associates, LLC | 2,777 | $57.0 萬 | 0.18% | −52−1.8% | 減碼 |
| Secure Asset Management, LLC | 2,790 | $57.3 萬 | 0.09% | −7,907−73.9% | 減碼 |
| Wallace Advisory Group, LLC | 3,192 | $57.3 萬 | 0.40% | −125−3.8% | 減碼 |
| Waterloo Capital, L.P. | 2,804 | $57.6 萬 | 0.06% | −54−1.9% | 減碼 |
| Wright Investors Service Inc | 2,813 | $57.8 萬 | 0.19% | −251−8.2% | 減碼 |
| Summit Global Investments | 2,817 | $57.9 萬 | 0.04% | +1,459+107.4% | 加碼 |
| Buckingham Strategic Partners | 2,828 | $58.1 萬 | 0.01% | −80−2.8% | 減碼 |
| Resonant Capital Advisors, LLC | 2,851 | $58.6 萬 | 0.04% | −30−1.0% | 減碼 |
| Flagship Wealth Advisors, LLC | 2,855 | $58.6 萬 | 0.34% | +2,855 | 新進 |
| CRA Financial Services, LLC | 2,857 | $58.7 萬 | 0.10% | +14+0.5% | 加碼 |
| Argonautica Private Wealth Management, Inc | 2,859 | $58.7 萬 | 0.19% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 2,863 | $58.8 萬 | 0.10% | −25−0.9% | 減碼 |
| Knights of Columbus Asset Advisors LLC | 2,887 | $59.3 萬 | 0.04% | −143−4.7% | 減碼 |
| Tiemann Investment Advisors, LLC | 2,895 | $59.5 萬 | 0.26% | −385−11.7% | 減碼 |
| Financial Counselors Inc | 2,896 | $59.5 萬 | 0.01% | +113+4.1% | 加碼 |
| Catalyst Financial Partners LLC | 2,898 | $59.5 萬 | 0.11% | +71+2.5% | 加碼 |
| Moore Capital Management, LP | 2,902 | $59.6 萬 | 0.01% | −27,370−90.4% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,915 | $59.9 萬 | 0.06% | −50−1.7% | 減碼 |
| Forte Capital LLC | 2,917 | $59.9 萬 | 0.07% | 00.0% | 不變 |
| Apeiron RIA LLC | 2,925 | $60.1 萬 | 0.17% | −85−2.8% | 減碼 |
| Long Run Wealth Advisors, LLC | 2,926 | $60.1 萬 | 0.14% | −17−0.6% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 2,928 | $60.1 萬 | 0.01% | +235+8.7% | 加碼 |
| Red Door Wealth Management, LLC | 2,940 | $60.4 萬 | 0.09% | +16+0.5% | 加碼 |
| Oak Harbor Wealth Partners, LLC | 2,949 | $60.6 萬 | 0.18% | +41+1.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 2,950 | $60.6 萬 | 0.02% | +264+9.8% | 加碼 |
| Epiq Partners, LLC | 2,978 | $61.2 萬 | 0.33% | 00.0% | 不變 |
| Vista Investment Management | 2,990 | $61.4 萬 | 0.23% | −429−12.5% | 減碼 |
| Aaron Wealth Advisors | 2,992 | $61.5 萬 | 0.07% | +333+12.5% | 加碼 |
| Catalyst Funds Management Pty Ltd | 3,000 | $61.6 萬 | 0.15% | −3,300−52.4% | 減碼 |
| Promethium Advisors,llc | 3,000 | $61.6 萬 | 0.42% | 00.0% | 不變 |
| Banco BTG Pactual S.A. | 2,992 | $61.6 萬 | 0.14% | +2,992 | 新進 |
| Guardian Wealth Advisors, LLC | 3,005 | $61.7 萬 | 0.05% | +1,607+114.9% | 加碼 |
| Liontrust Investment Partners LLP | 3,026 | $62.2 萬 | 0.01% | −11,083−78.6% | 減碼 |
| NewEdge Wealth, LLC | 3,035 | $62.3 萬 | 0.01% | +1,533+102.1% | 加碼 |
| Santori & Peters | 3,040 | $62.4 萬 | 0.24% | 00.0% | 不變 |
| Atlantic Trust, LLC | 3,049 | $62.6 萬 | 0.14% | −51−1.6% | 減碼 |
| Legacy Capital Group California, Inc. | 3,069 | $63.0 萬 | 0.19% | −28−0.9% | 減碼 |
| Riverbridge Partners LLC | 3,080 | $63.3 萬 | 0.01% | 00.0% | 不變 |
| Clear Harbor Asset Management, LLC | 3,098 | $63.6 萬 | 0.05% | +3,098 | 新進 |
| Flagship Harbor Advisors, LLC | 3,099 | $63.6 萬 | 0.03% | −170−5.2% | 減碼 |
| Quantessence Capital LLC | 3,108 | $63.8 萬 | 0.26% | +3,108 | 新進 |
| Leavell Investment Management, Inc. | 3,133 | $64.4 萬 | 0.03% | +550+21.3% | 加碼 |
| Curated Wealth Partners LLC | 3,145 | $64.6 萬 | 0.07% | +295+10.4% | 加碼 |
| Talon Private Wealth, LLC | 3,148 | $64.7 萬 | 0.14% | 00.0% | 不變 |
| Western Financial Corp | 3,154 | $64.8 萬 | 0.36% | +3,154 | 新進 |
| Pointe Capital Management LLC | 3,158 | $64.9 萬 | 0.37% | +56+1.8% | 加碼 |
| Riverwater Partners LLC | 3,163 | $65.0 萬 | 0.32% | −1,165−26.9% | 減碼 |
| SkyOak Wealth, LLC | 3,163 | $65.0 萬 | 0.14% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 3,186 | $65.4 萬 | 0.02% | +256+8.7% | 加碼 |
| Naples Global Advisors, LLC | 3,190 | $65.5 萬 | 0.06% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 3,200 | $65.7 萬 | 0.13% | 00.0% | 不變 |
| Baader Bank INC | 3,208 | $65.9 萬 | 0.06% | −2,172−40.4% | 減碼 |
| Marotta Asset Management | 3,211 | $66.1 萬 | 0.14% | 00.0% | 不變 |
| First Manhattan Co | 3,235 | $66.5 萬 | 0.00% | 00.0% | 不變 |
| Optas, LLC | 3,242 | $66.6 萬 | 0.14% | +26+0.8% | 加碼 |
| Confluence Wealth Services, Inc. | 3,226 | $66.6 萬 | 0.04% | +130+4.2% | 加碼 |
| Beacon Financial Advisory LLC | 3,244 | $66.6 萬 | 0.22% | +27+0.8% | 加碼 |
| Matisse Capital | 3,248 | $66.7 萬 | 0.34% | 00.0% | 不變 |
| Chung Wu Investment Group, LLC | 3,250 | $66.8 萬 | 0.67% | +3,250 | 新進 |