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 |
|---|---|---|---|---|---|
| Adviser Investments LLC | 3,251 | $66.8 萬 | 0.01% | +391+13.7% | 加碼 |
| LVZ Advisors, Inc. | 3,280 | $67.4 萬 | 0.09% | −270−7.6% | 減碼 |
| Freestone Grove Partners LP | 3,326 | $68.3 萬 | 0.01% | +3,326 | 新進 |
| Rainier Family Wealth Inc | 3,350 | $68.8 萬 | 0.83% | +3,350 | 新進 |
| PDS Planning, Inc | 3,363 | $69.1 萬 | 0.06% | −34−1.0% | 減碼 |
| Clarendon Private LLC | 3,370 | $69.2 萬 | 0.72% | +3,370 | 新進 |
| Cookson Peirce & Co Inc | 3,373 | $69.3 萬 | 0.03% | +67+2.0% | 加碼 |
| Angeles Wealth Management, LLC | 3,394 | $69.7 萬 | 0.06% | +835+32.6% | 加碼 |
| Sargent Investment Group, LLC | 3,468 | $69.9 萬 | 0.11% | −932−21.2% | 減碼 |
| May Hill Capital, LLC | 3,409 | $70.0 萬 | 0.27% | +3,409 | 新進 |
| Michels Family Financial, LLC | 3,410 | $70.0 萬 | 0.64% | +3,410 | 新進 |
| Insigneo Advisory Services, LLC | 3,416 | $70.2 萬 | 0.07% | +909+36.3% | 加碼 |
| Retirement Planning Co of New England, Inc. | 3,420 | $70.3 萬 | 0.34% | 00.0% | 不變 |
| Opal Wealth Advisors, LLC | 3,425 | $70.4 萬 | 0.21% | −382−10.0% | 減碼 |
| Cascade Investment Group, Inc. | 3,433 | $70.5 萬 | 0.50% | −70−2.0% | 減碼 |
| Grandfield & Dodd, LLC | 3,446 | $70.8 萬 | 0.04% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 3,450 | $70.9 萬 | 0.08% | 00.0% | 不變 |
| Retireful, LLC | 3,467 | $71.2 萬 | 0.40% | +3,467 | 新進 |
| Edmond de Rothschild Holding S.A. | 3,468 | $71.2 萬 | 0.01% | −125,305−97.3% | 減碼 |
| Evergreen Wealth Solutions, LLC | 3,481 | $71.5 萬 | 0.50% | −104−2.9% | 減碼 |
| Farringdon Capital, Ltd. | 3,481 | $71.5 萬 | 0.30% | +3,481 | 新進 |
| Twin City Private Wealth, LLC | 3,484 | $71.6 萬 | 0.63% | +85+2.5% | 加碼 |
| SMART Wealth LLC | 3,486 | $71.6 萬 | 0.25% | +2,270+186.7% | 加碼 |
| Cornerstone Select Advisors, LLC | 3,514 | $72.2 萬 | 0.70% | +3,514 | 新進 |
| Heritage Wealth Advisors | 3,519 | $72.3 萬 | 0.04% | −45−1.3% | 減碼 |
| Inceptionr LLC | 3,520 | $72.3 萬 | 0.16% | +3,520 | 新進 |
| Bank of Stockton | 3,558 | $73.1 萬 | 0.22% | −323−8.3% | 減碼 |
| Miramar Capital, LLC | 3,575 | $73.4 萬 | 0.18% | 00.0% | 不變 |
| Perpetual Ltd | 3,576 | $73.5 萬 | 0.01% | +1,474+70.1% | 加碼 |
| LGT Group Foundation | 3,579 | $73.5 萬 | 0.01% | −7,193−66.8% | 減碼 |
| Perigon Wealth Management, LLC | 3,566 | $73.6 萬 | 0.02% | +384+12.1% | 加碼 |
| Lafayette Investments, Inc. | 3,599 | $73.9 萬 | 0.16% | 00.0% | 不變 |
| Ironsides Asset Advisors, LLC | 3,635 | $74.7 萬 | 0.21% | 00.0% | 不變 |
| Citadel Investment Advisory, Inc. | 3,640 | $74.8 萬 | 0.39% | −100−2.7% | 減碼 |
| KMG Fiduciary Partners, LLC | 3,653 | $75.0 萬 | 0.06% | −427−10.5% | 減碼 |
| Impact Capital Partners LLC | 3,672 | $75.4 萬 | 0.27% | +3,672 | 新進 |
| GeoWealth Management, LLC | 3,685 | $75.7 萬 | 0.02% | +188+5.4% | 加碼 |
| Holderness Investments Co | 3,699 | $76.0 萬 | 0.17% | −100−2.6% | 減碼 |
| Congress Wealth Management LLC | 3,706 | $76.1 萬 | 0.01% | +235+6.8% | 加碼 |
| BSW Wealth Partners | 3,737 | $76.8 萬 | 0.11% | +354+10.5% | 加碼 |
| WESPAC Advisors SoCal, LLC | 3,795 | $78.0 萬 | 0.18% | +3,795 | 新進 |
| Legacy Wealth Asset Management, LLC | 3,799 | $78.0 萬 | 0.21% | −173−4.4% | 減碼 |
| Legacy Wealth Management, LLC | 3,800 | $78.1 萬 | 0.31% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 3,804 | $78.1 萬 | 0.14% | +3,804 | 新進 |
| Alpha Family Trust | 3,805 | $78.2 萬 | 0.44% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 3,828 | $78.6 萬 | 0.04% | −403−9.5% | 減碼 |
| Quadcap Wealth Management, LLC | 3,829 | $78.7 萬 | 0.12% | −4−0.1% | 減碼 |
| Commerzbank Aktiengesellschaft | 3,824 | $78.9 萬 | 0.02% | +603+18.7% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 3,862 | $79.4 萬 | 0.00% | +44+1.2% | 加碼 |
| Strategic Wealth Partners, Ltd. | 3,461 | $79.6 萬 | 0.07% | −680−16.4% | 減碼 |
| Madrona Financial Services, LLC | 3,889 | $79.9 萬 | 0.22% | −16−0.4% | 減碼 |
| MONECO Advisors, LLC | 3,897 | $80.1 萬 | 0.08% | +305+8.5% | 加碼 |
| WBI Investments | 3,898 | $80.1 萬 | 0.20% | −74−1.9% | 減碼 |
| Alberta Investment Management Corp | 3,900 | $80.1 萬 | 0.01% | 00.0% | 不變 |
| Freemont Management S.A. | 3,900 | $80.1 萬 | 0.39% | 00.0% | 不變 |
| Aspire Private Capital, LLC | 3,905 | $80.2 萬 | 0.20% | −242−5.8% | 減碼 |
| USA Financial Portformulas Corp | 3,909 | $80.3 萬 | 0.13% | +3,909 | 新進 |
| Outlook Wealth Advisors, LLC | 3,910 | $80.3 萬 | 0.23% | −20−0.5% | 減碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,911 | $80.3 萬 | 0.14% | −86−2.2% | 減碼 |
| Carnegie Capital Asset Management, LLC | 3,921 | $80.5 萬 | 0.02% | +1,877+91.8% | 加碼 |
| HF Advisory Group, LLC | 3,932 | $80.8 萬 | 0.37% | −486−11.0% | 減碼 |
| Ontario Teachers Pension Plan Board | 3,978 | $81.7 萬 | 0.01% | +3,978 | 新進 |
| Ronald Blue Trust, Inc. | 3,979 | $81.7 萬 | 0.01% | −1,511−27.5% | 減碼 |
| Clarius Group, LLC | 3,990 | $82.0 萬 | 0.06% | +45+1.1% | 加碼 |
| RBF Capital, LLC | 4,000 | $82.2 萬 | 0.04% | 00.0% | 不變 |
| Signal Advisors Wealth, LLC | 4,006 | $82.3 萬 | 0.09% | +100+2.6% | 加碼 |
| Vista Capital Partners, Inc. | 4,019 | $82.6 萬 | 0.10% | +14+0.3% | 加碼 |
| Howard Capital Management Inc. | 4,025 | $82.7 萬 | 0.01% | +260+6.9% | 加碼 |
| Stableford Capital II LLC | 4,036 | $82.9 萬 | 0.33% | +4,036 | 新進 |
| Checchi Capital Advisers, LLC | 4,046 | $83.1 萬 | 0.06% | +57+1.4% | 加碼 |
| Oppenheimer & Co Inc | 4,070 | $83.6 萬 | 0.01% | −1,131−21.7% | 減碼 |
| Central Bank & Trust Co | 4,071 | $83.6 萬 | 0.13% | −2,352−36.6% | 減碼 |
| Fidelis Capital Partners, LLC | 3,882 | $84.1 萬 | 0.08% | +299+8.3% | 加碼 |
| Parkside Financial Bank & Trust | 4,109 | $84.1 萬 | 0.11% | +45+1.1% | 加碼 |
| Sky Investment Group LLC | 4,108 | $84.4 萬 | 0.15% | +1,818+79.4% | 加碼 |
| KFG Wealth Management, LLC | 4,122 | $84.7 萬 | 0.16% | −27−0.7% | 減碼 |
| Dohj, LLC | 4,123 | $84.7 萬 | 0.20% | −246−5.6% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,126 | $84.8 萬 | 0.07% | +50+1.2% | 加碼 |
| US Asset Management LLC | 4,150 | $85.2 萬 | 0.76% | −28−0.7% | 減碼 |
| Stevens Capital Management LP | 4,147 | $85.2 萬 | 0.34% | +4,147 | 新進 |
| WR Wealth Planners, LLC | 4,151 | $85.3 萬 | 0.27% | +3,505+542.6% | 加碼 |
| Gen-Wealth Partners Inc | 4,154 | $85.3 萬 | 0.37% | +734+21.5% | 加碼 |
| Principal Street Partners, LLC | 4,159 | $85.4 萬 | 0.17% | 00.0% | 不變 |
| Net Worth Advisory Group | 4,167 | $85.6 萬 | 0.26% | −10.0% | 減碼 |
| Citizens National Bank Trust Department | 4,200 | $86.3 萬 | 0.18% | 00.0% | 不變 |
| Caldwell Trust Co | 4,208 | $86.4 萬 | 0.09% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 4,211 | $86.5 萬 | 0.07% | +24+0.6% | 加碼 |
| HMV Wealth Advisors, LLC | 4,228 | $86.9 萬 | 0.87% | +4,228 | 新進 |
| Aurora Investment Counsel | 4,230 | $86.9 萬 | 0.48% | −1,973−31.8% | 減碼 |
| Proequities, Inc. | 4,162 | $87.2 萬 | 0.05% | −563−11.9% | 減碼 |
| Brighton Jones LLC | 4,245 | $87.2 萬 | 0.03% | +2,033+91.9% | 加碼 |
| ERn Financial, LLC | 4,247 | $87.2 萬 | 0.13% | +5+0.1% | 加碼 |
| Raiffeisen Bank International AG | 4,240 | $87.5 萬 | 0.01% | +4,240 | 新進 |
| LMR Partners LLP | 4,265 | $87.6 萬 | 0.02% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 4,275 | $87.9 萬 | 0.04% | −18−0.4% | 減碼 |
| First National Bank & Trust Co of Newtown | 4,280 | $87.9 萬 | 0.18% | 00.0% | 不變 |
| St Germain D J Co Inc | 4,308 | $88.5 萬 | 0.04% | 00.0% | 不變 |
| SlateStone Wealth, LLC | 4,308 | $88.5 萬 | 0.09% | 00.0% | 不變 |
| Boston Financial Mangement LLC | 4,324 | $88.8 萬 | 0.03% | +642+17.4% | 加碼 |
| Prasad Wealth Partners, LLC | 4,337 | $89.1 萬 | 0.29% | +4,337 | 新進 |