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。
2025 年第 1 季 13F 持有人
Fiserv Inc 在 2025/3/31 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
- 1,940
- 較 2024 年第 4 季 +66 家
- 持有股數
- 5.10 億
- 較 2024 年第 4 季 +410.8 萬 (+0.8%)
- 總市值
- $1,124 億
- 較 2024 年第 4 季 +$83.3 億 (+8.0%)
- 新進機構
- 168
- 另有 638 家加碼
- 清倉機構
- 102
- 另有 834 家減碼
另有 30 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Baker Avenue Asset Management, LP | 4,990 | $110.2 萬 | 0.03% | +195+4.1% | 加碼 |
| SummitTX Capital, L.P. | 4,992 | $110.2 萬 | 0.05% | +4,992 | 新進 |
| Atlas Capital Advisors LLC | 5,001 | $110.4 萬 | 0.14% | −277−5.2% | 減碼 |
| Townsend Asset Management Corp | 5,004 | $110.5 萬 | 0.43% | −189−3.6% | 減碼 |
| Harvest Fund Management Co., Ltd | 5,062 | $111.8 萬 | 0.06% | +787+18.4% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 5,066 | $111.9 萬 | 0.02% | +2,138+73.0% | 加碼 |
| Forbes J M & Co LLP | 5,066 | $111.9 萬 | 0.11% | −255−4.8% | 減碼 |
| Picton Mahoney Asset Management | 5,069 | $111.9 萬 | 0.04% | +5,063+84,383.3% | 加碼 |
| Capital Investment Advisors, LLC | 5,109 | $112.8 萬 | 0.02% | +203+4.1% | 加碼 |
| Leonteq Securities AG | 5,115 | $113.0 萬 | 0.09% | +261+5.4% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 5,163 | $114.0 萬 | 0.66% | +93+1.8% | 加碼 |
| Certified Advisory Corp | 5,201 | $114.8 萬 | 0.13% | −516−9.0% | 減碼 |
| Unigestion Holding SA | 5,201 | $114.9 萬 | 0.07% | +5,201 | 新進 |
| Dynamic Advisor Solutions LLC | 5,208 | $115.0 萬 | 0.04% | −854−14.1% | 減碼 |
| Portfolio Design Labs, LLC | 5,214 | $115.1 萬 | 0.24% | −11,541−68.9% | 減碼 |
| Park Place Capital Corp | 5,263 | $116.2 萬 | 0.32% | −2,296−30.4% | 減碼 |
| Everhart Financial Group, Inc. | 5,284 | $116.7 萬 | 0.16% | +598+12.8% | 加碼 |
| Forum Financial Management, LP | 5,288 | $116.8 萬 | 0.02% | +16+0.3% | 加碼 |
| First Citizens Bank & Trust Co | 5,292 | $116.9 萬 | 0.03% | −132−2.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 5,307 | $117.2 萬 | 0.01% | +698+15.1% | 加碼 |
| StoneX Group Inc. | 5,374 | $118.7 萬 | 0.07% | +4,257+381.1% | 加碼 |
| Allred Capital Management, LLC | 5,375 | $118.7 萬 | 0.47% | +454+9.2% | 加碼 |
| Delta Financial Group, Inc. | 5,366 | $119.0 萬 | 0.27% | +73+1.4% | 加碼 |
| LVM Capital Management Ltd | 5,400 | $119.2 萬 | 0.13% | 00.0% | 不變 |
| US Asset Management LLC | 5,406 | $119.4 萬 | 1.14% | +1,256+30.3% | 加碼 |
| NVWM, LLC | 5,407 | $119.4 萬 | 0.32% | −4−0.1% | 減碼 |
| Ameritas Investment Partners, Inc. | 5,420 | $119.7 萬 | 0.04% | −123−2.2% | 減碼 |
| Modera Wealth Management, LLC | 5,444 | $120.2 萬 | 0.02% | −399−6.8% | 減碼 |
| VeraBank, N.A. | 5,445 | $120.2 萬 | 0.34% | −1,000−15.5% | 減碼 |
| Parsons Capital Management Inc | 5,455 | $120.5 萬 | 0.07% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 5,483 | $121.1 萬 | 0.10% | −1,076−16.4% | 減碼 |
| Fortem Financial Group, LLC | 5,584 | $123.3 萬 | 0.48% | −780−12.3% | 減碼 |
| Shepherd Financial Partners LLC | 5,652 | $124.8 萬 | 0.15% | −97−1.7% | 減碼 |
| Drive Wealth Management, LLC | 5,658 | $124.9 萬 | 0.29% | +5,658 | 新進 |
| United Community Bank | 5,660 | $125.0 萬 | 0.47% | +231+4.3% | 加碼 |
| Bridgeway Capital Management, LLC | 5,690 | $125.7 萬 | 0.03% | +5,690 | 新進 |
| Copperwynd Financial, LLC | 5,697 | $125.8 萬 | 0.35% | −70−1.2% | 減碼 |
| Evergreen Capital Management LLC | 5,710 | $126.1 萬 | 0.04% | +117+2.1% | 加碼 |
| Cigna Investments Inc | 5,715 | $126.2 萬 | 0.24% | −151−2.6% | 減碼 |
| Boston Common Asset Management, LLC | 5,804 | $128.2 萬 | 0.04% | 00.0% | 不變 |
| LGT Group Foundation | 5,836 | $128.9 萬 | 0.02% | +2,257+63.1% | 加碼 |
| Argonautica Private Wealth Management, Inc | 5,849 | $129.2 萬 | 0.44% | +2,990+104.6% | 加碼 |
| Tectonic Advisors LLC | 5,928 | $130.9 萬 | 0.08% | −301−4.8% | 減碼 |
| Veracity Capital LLC | 5,956 | $131.5 萬 | 0.52% | −2,418−28.9% | 減碼 |
| Prentiss Smith & Co Inc | 5,960 | $131.6 萬 | 0.85% | −16−0.3% | 減碼 |
| Redwood Investment Management, LLC | 5,978 | $132.0 萬 | 0.14% | +5,978 | 新進 |
| Hennion & Walsh Asset Management, Inc. | 5,993 | $132.3 萬 | 0.06% | +801+15.4% | 加碼 |
| Perkins Coie Trust Co | 5,997 | $132.4 萬 | 0.30% | +7+0.1% | 加碼 |
| Settian Capital LP | 6,000 | $132.5 萬 | 1.03% | −1,000−14.3% | 減碼 |
| Okabena Investment Services Inc | 6,000 | $132.5 萬 | 0.33% | +4,000+200.0% | 加碼 |
| Chicago Trust Co NA | 6,026 | $133.1 萬 | 0.24% | −49−0.8% | 減碼 |
| Arcataur Capital Management LLC | 6,042 | $133.4 萬 | 0.45% | −406−6.3% | 減碼 |
| Meiji Yasuda Life Insurance Co | 6,084 | $134.4 萬 | 0.03% | +3,349+122.4% | 加碼 |
| Stonebrook Private Inc. | 6,088 | $134.4 萬 | 0.35% | −30.0% | 減碼 |
| Gould Capital, LLC | 6,174 | $136.3 萬 | 0.95% | −1,214−16.4% | 減碼 |
| Allworth Financial LP | 7,717 | $136.5 萬 | 0.01% | +541+7.5% | 加碼 |
| Washington Trust Co | 6,193 | $136.8 萬 | 0.05% | −273−4.2% | 減碼 |
| Williamson Legacy Group, LLC | 6,208 | $137.1 萬 | 1.30% | +188+3.1% | 加碼 |
| Kingsview Wealth Management, LLC | 6,218 | $137.3 萬 | 0.03% | −26−0.4% | 減碼 |
| Institute for Wealth Management, LLC. | 6,218 | $137.3 萬 | 0.18% | −48−0.8% | 減碼 |
| RIA Advisory Group LLC | 6,226 | $137.5 萬 | 0.45% | −1,122−15.3% | 減碼 |
| Syon Capital LLC | 6,302 | $139.2 萬 | 0.11% | +1,223+24.1% | 加碼 |
| SlateStone Wealth, LLC | 6,308 | $139.3 萬 | 0.14% | +2,000+46.4% | 加碼 |
| J.W. Cole Advisors, Inc. | 6,320 | $139.6 萬 | 0.04% | +3,370+114.2% | 加碼 |
| Boston Trust Walden Corp | 6,338 | $140.0 萬 | 0.01% | 00.0% | 不變 |
| NorthRock Partners, LLC | 6,369 | $140.6 萬 | 0.05% | +82+1.3% | 加碼 |
| David Loasby | 6,882 | $140.7 萬 | 0.14% | −18−0.3% | 減碼 |
| Financial Advocates Investment Management | 6,398 | $141.3 萬 | 0.10% | +68+1.1% | 加碼 |
| CoreFirst Bank & Trust | 6,400 | $141.3 萬 | 0.91% | 00.0% | 不變 |
| Dean Investment Associates, LLC | 6,430 | $142.0 萬 | 0.21% | −421−6.1% | 減碼 |
| Axq Capital, LP | 6,435 | $142.1 萬 | 0.57% | +6,435 | 新進 |
| IPG Investment Advisors LLC | 6,451 | $142.5 萬 | 0.32% | +6,451 | 新進 |
| Voya Financial Advisors, Inc. | 6,609 | $142.8 萬 | 0.16% | −124−1.8% | 減碼 |
| Hengehold Capital Management LLC | 6,476 | $143.0 萬 | 0.14% | +1,820+39.1% | 加碼 |
| Wedmont Private Capital | 6,889 | $143.4 萬 | 0.07% | +306+4.6% | 加碼 |
| Yarbrough Capital, LLC | 6,499 | $143.5 萬 | 0.06% | −3,257−33.4% | 減碼 |
| Trust Asset Management LLC | 6,571 | $145.1 萬 | 0.12% | −768−10.5% | 減碼 |
| Empower Advisory Group, LLC | 6,586 | $145.4 萬 | 0.00% | −823−11.1% | 減碼 |
| Meritage Portfolio Management | 6,650 | $146.9 萬 | 0.10% | 00.0% | 不變 |
| Lionsbridge Wealth Management LLC | 6,673 | $147.4 萬 | 1.31% | −1,520−18.6% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 6,674 | $147.4 萬 | 0.20% | +1,219+22.3% | 加碼 |
| Dogwood Wealth Management LLC | 6,715 | $148.3 萬 | 0.78% | −112−1.6% | 減碼 |
| Pacific Point Advisors, LLC | 6,717 | $148.3 萬 | 0.83% | +535+8.7% | 加碼 |
| Atomi Financial Group, Inc. | 6,717 | $148.3 萬 | 0.07% | +1,371+25.6% | 加碼 |
| Valeo Financial Advisors, LLC | 6,745 | $149.0 萬 | 0.04% | +2,203+48.5% | 加碼 |
| Ridgepath Capital Management LLC | 6,748 | $149.0 萬 | 0.72% | 00.0% | 不變 |
| Delphi Management Inc | 6,754 | $149.1 萬 | 1.52% | −635−8.6% | 減碼 |
| Burling Wealth Partners, LLC | 6,753 | $149.1 萬 | 0.31% | −347−4.9% | 減碼 |
| Cheviot Value Management, LLC | 8,060 | $149.5 萬 | 0.18% | −37,644−82.4% | 減碼 |
| BankPlus Trust Department | 6,803 | $150.2 萬 | 0.50% | −269−3.8% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 6,816 | $150.5 萬 | 0.05% | −19−0.3% | 減碼 |
| AlTi Global, Inc. | 6,859 | $151.5 萬 | 0.04% | −68−1.0% | 減碼 |
| Parallel Advisors, LLC | 6,864 | $151.5 萬 | 0.03% | +735+12.0% | 加碼 |
| Engineers Gate Manager LP | 6,869 | $151.7 萬 | 0.03% | −2,163−23.9% | 減碼 |
| SkyView Investment Advisors, LLC | 6,868 | $151.7 萬 | 0.23% | +494+7.8% | 加碼 |
| Legacy Trust | 6,896 | $152.3 萬 | 0.37% | −55−0.8% | 減碼 |
| Trust Co of Vermont | 6,912 | $152.6 萬 | 0.08% | +73+1.1% | 加碼 |
| Prelude Capital Management, LLC | 6,920 | $152.8 萬 | 0.15% | −5,182−42.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 6,923 | $152.9 萬 | 0.02% | +168+2.5% | 加碼 |
| Ritholtz Wealth Management | 6,927 | $153.0 萬 | 0.05% | +1,821+35.7% | 加碼 |