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 |
|---|---|---|---|---|---|
| Drake & Associates, LLC | 3,896 | $89.6 萬 | 0.26% | +1,320+51.2% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 4,383 | $90.0 萬 | 0.50% | +4,383 | 新進 |
| Moody Lynn & Lieberson, LLC | 4,385 | $90.1 萬 | 0.06% | 00.0% | 不變 |
| Aventura Private Wealth, LLC | 4,391 | $90.2 萬 | 0.49% | +4,391 | 新進 |
| Sheets Smith Wealth Management | 4,401 | $90.4 萬 | 0.11% | 00.0% | 不變 |
| Skopos Labs, Inc. | 4,414 | $90.7 萬 | 0.27% | −93−2.1% | 減碼 |
| Intellectus Partners, LLC | 4,425 | $90.9 萬 | 0.20% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 4,440 | $91.2 萬 | 0.03% | +1,160+35.4% | 加碼 |
| CFO4Life Group, LLC | 4,447 | $91.4 萬 | 0.16% | −98−2.2% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 4,477 | $92.0 萬 | 0.35% | −4,321−49.1% | 減碼 |
| Copperleaf Capital, LLC | 4,496 | $92.4 萬 | 0.59% | +616+15.9% | 加碼 |
| Avestar Capital, LLC | 4,505 | $92.5 萬 | 0.08% | +494+12.3% | 加碼 |
| Sigma Planning Corp | 4,533 | $93.1 萬 | 0.03% | −839−15.6% | 減碼 |
| Valeo Financial Advisors, LLC | 4,542 | $93.3 萬 | 0.03% | −3−0.1% | 減碼 |
| Crumly & Associates Inc. | 4,553 | $93.5 萬 | 0.25% | −116−2.5% | 減碼 |
| Foundations Investment Advisors, LLC | 4,578 | $94.0 萬 | 0.02% | −82−1.8% | 減碼 |
| Roberts Glore & Co Inc | 4,583 | $94.1 萬 | 0.28% | −35−0.8% | 減碼 |
| GTS Securities LLC | 4,591 | $94.3 萬 | 0.05% | −30,791−87.0% | 減碼 |
| Ellevest, Inc. | 4,594 | $94.4 萬 | 0.05% | +84+1.9% | 加碼 |
| Board of the Pension Protection Fund | 4,600 | $94.5 萬 | 1.09% | +4,600 | 新進 |
| Beacon Pointe Advisors, LLC | 4,609 | $94.7 萬 | 0.01% | −1,058−18.7% | 減碼 |
| Ellis Investment Partners, LLC | 4,611 | $94.7 萬 | 0.19% | 00.0% | 不變 |
| IFC Advisors LLC | 4,615 | $94.8 萬 | 0.21% | +4,615 | 新進 |
| Advisors Capital Management, LLC | 4,616 | $94.8 萬 | 0.01% | +126+2.8% | 加碼 |
| Regal Investment Advisors LLC | 4,653 | $95.6 萬 | 0.07% | −703−13.1% | 減碼 |
| Hengehold Capital Management LLC | 4,656 | $95.6 萬 | 0.09% | +1,049+29.1% | 加碼 |
| Chesapeake Wealth Management | 4,664 | $95.8 萬 | 0.33% | −119−2.5% | 減碼 |
| Renasant Bank | 4,664 | $95.8 萬 | 0.62% | +716+18.1% | 加碼 |
| Drucker Wealth 3.0, LLC | 4,668 | $95.9 萬 | 0.22% | −135−2.8% | 減碼 |
| Ariel Investments, LLC | 4,681 | $96.2 萬 | 0.01% | +140+3.1% | 加碼 |
| Everhart Financial Group, Inc. | 4,686 | $96.3 萬 | 0.20% | +131+2.9% | 加碼 |
| 1st Source Bank | 4,700 | $96.5 萬 | 0.06% | −60−1.3% | 減碼 |
| Darwin Advisors, LLC | 4,721 | $97.0 萬 | 0.33% | −3,346−41.5% | 減碼 |
| Principle Wealth Partners LLC | 4,763 | $97.8 萬 | 0.07% | 00.0% | 不變 |
| Optimum Investment Advisors | 4,790 | $98.4 萬 | 0.43% | +75+1.6% | 加碼 |
| Baker Avenue Asset Management, LP | 4,795 | $98.5 萬 | 0.03% | +1,134+31.0% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,805 | $98.7 萬 | 0.13% | +93+2.0% | 加碼 |
| Westbourne Investment Advisors, Inc. | 4,815 | $98.9 萬 | 0.34% | 00.0% | 不變 |
| Hilltop Holdings Inc. | 4,846 | $99.5 萬 | 0.06% | +33+0.7% | 加碼 |
| Meridian Wealth Management, LLC | 4,851 | $99.6 萬 | 0.05% | −187−3.7% | 減碼 |
| Leonteq Securities AG | 4,854 | $99.7 萬 | 0.10% | +201+4.3% | 加碼 |
| Nicolet Bankshares Inc | 4,869 | $100.0 萬 | 0.24% | −474−8.9% | 減碼 |
| Neumann Capital Management, LLC | 4,890 | $100.5 萬 | 0.33% | +150+3.2% | 加碼 |
| Capital Investment Advisors, LLC | 4,906 | $100.8 萬 | 0.02% | +229+4.9% | 加碼 |
| Allred Capital Management, LLC | 4,921 | $101.1 萬 | 0.39% | +199+4.2% | 加碼 |
| Sandy Cove Advisors, LLC | 4,934 | $101.4 萬 | 0.40% | +74+1.5% | 加碼 |
| GM Advisory Group, Inc. | 4,944 | $101.6 萬 | 0.06% | 00.0% | 不變 |
| Waldron Private Wealth LLC | 4,945 | $101.6 萬 | 0.04% | +110+2.3% | 加碼 |
| CWA Asset Management Group, LLC | 4,989 | $102.5 萬 | 0.05% | +2,187+78.1% | 加碼 |
| Beacon Financial Group | 5,051 | $103.8 萬 | 0.11% | −208−4.0% | 減碼 |
| ICONIQ Capital, LLC | 5,064 | $104.0 萬 | 0.02% | +3,425+209.0% | 加碼 |
| Crux Wealth Advisors | 5,064 | $104.0 萬 | 0.58% | +5,064 | 新進 |
| Trivant Custom Portfolio Group, LLC | 5,070 | $104.1 萬 | 0.61% | +103+2.1% | 加碼 |
| Syon Capital LLC | 5,079 | $104.3 萬 | 0.09% | −409−7.5% | 減碼 |
| BFSG, LLC | 5,089 | $104.5 萬 | 0.12% | +4,750+1,401.2% | 加碼 |
| Integrated Advisors Network LLC | 5,090 | $104.6 萬 | 0.05% | −427−7.7% | 減碼 |
| Ritholtz Wealth Management | 5,106 | $104.9 萬 | 0.03% | +994+24.2% | 加碼 |
| Napa Wealth Management | 5,129 | $105.4 萬 | 0.46% | +5,129 | 新進 |
| Fig Financial Advisory Services Inc | 5,135 | $105.5 萬 | 0.72% | +5,135 | 新進 |
| Cape Investment Advisory, Inc. | 5,173 | $106.3 萬 | 0.42% | −9−0.2% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 5,192 | $106.7 萬 | 0.05% | +325+6.7% | 加碼 |
| Townsend Asset Management Corp | 5,193 | $106.7 萬 | 0.39% | −102−1.9% | 減碼 |
| Aspire Growth Partners LLC | 5,197 | $106.8 萬 | 1.04% | +5,197 | 新進 |
| Gamco Investors, Inc. Et Al | 5,250 | $107.8 萬 | 0.01% | −100−1.9% | 減碼 |
| Stratos Wealth Partners, LTD. | 5,257 | $108.0 萬 | 0.02% | −637−10.8% | 減碼 |
| Forum Financial Management, LP | 5,272 | $108.3 萬 | 0.02% | +118+2.3% | 加碼 |
| Atlas Capital Advisors LLC | 5,278 | $108.4 萬 | 0.14% | 00.0% | 不變 |
| Delta Financial Group, Inc. | 5,293 | $108.7 萬 | 0.25% | +5,293 | 新進 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 5,300 | $108.9 萬 | 0.04% | +5,300 | 新進 |
| Whittier Trust Co | 5,312 | $109.1 萬 | 0.01% | +125+2.4% | 加碼 |
| Forbes J M & Co LLP | 5,321 | $109.3 萬 | 0.11% | 00.0% | 不變 |
| DRW Securities, LLC | 5,344 | $109.8 萬 | 0.07% | +228+4.5% | 加碼 |
| Atomi Financial Group, Inc. | 5,346 | $109.8 萬 | 0.06% | +452+9.2% | 加碼 |
| LVM Capital Management Ltd | 5,400 | $110.9 萬 | 0.12% | 00.0% | 不變 |
| Truvestments Capital LLC | 5,403 | $111.0 萬 | 0.29% | +913+20.3% | 加碼 |
| NVWM, LLC | 5,411 | $111.2 萬 | 0.28% | +5,399+44,991.7% | 加碼 |
| First Citizens Bank & Trust Co | 5,424 | $111.4 萬 | 0.02% | +96+1.8% | 加碼 |
| United Community Bank | 5,429 | $111.5 萬 | 0.43% | −15−0.3% | 減碼 |
| Palouse Capital Management, Inc. | 5,442 | $111.8 萬 | 0.74% | −4,148−43.3% | 減碼 |
| Conning Inc. | 5,450 | $112.0 萬 | 0.04% | +987+22.1% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,455 | $112.1 萬 | 0.15% | −40−0.7% | 減碼 |
| Parsons Capital Management Inc | 5,455 | $112.1 萬 | 0.06% | 00.0% | 不變 |
| Synergy Financial Management, LLC | 6,250 | $112.3 萬 | 0.09% | 00.0% | 不變 |
| Rehmann Capital Advisory Group | 5,495 | $112.8 萬 | 0.07% | +91+1.7% | 加碼 |
| Schechter Investment Advisors, LLC | 5,498 | $112.9 萬 | 0.09% | −378−6.4% | 減碼 |
| Summit Financial, LLC | 5,520 | $113.4 萬 | 0.04% | +1,295+30.7% | 加碼 |
| Westpac Banking Corp | 5,533 | $113.7 萬 | 0.08% | +38+0.7% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,543 | $113.9 萬 | 0.04% | −288−4.9% | 減碼 |
| CSS LLC | 5,560 | $114.2 萬 | 0.07% | −140−2.5% | 減碼 |
| Evergreen Capital Management LLC | 5,593 | $114.9 萬 | 0.04% | +3+0.1% | 加碼 |
| Magnolia Capital Advisors LLC | 5,594 | $114.9 萬 | 0.30% | +1,014+22.1% | 加碼 |
| Kingswood Wealth Advisors, LLC | 5,713 | $117.4 萬 | 0.09% | +3,179+125.5% | 加碼 |
| Certified Advisory Corp | 5,717 | $117.4 萬 | 0.13% | −521−8.4% | 減碼 |
| Shepherd Financial Partners LLC | 5,749 | $118.1 萬 | 0.14% | +127+2.3% | 加碼 |
| Copperwynd Financial, LLC | 5,767 | $118.5 萬 | 0.33% | −69−1.2% | 減碼 |
| Boston Common Asset Management, LLC | 5,804 | $119.2 萬 | 0.03% | 00.0% | 不變 |
| Mutual Advisors, LLC | 5,802 | $119.7 萬 | 0.03% | +295+5.4% | 加碼 |
| Modera Wealth Management, LLC | 5,843 | $120.0 萬 | 0.01% | +463+8.6% | 加碼 |
| Cigna Investments Inc | 5,866 | $120.5 萬 | 0.21% | −92−1.5% | 減碼 |
| Highland Capital Management, LLC | 5,936 | $121.9 萬 | 0.07% | +5,936 | 新進 |