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 |
|---|---|---|---|---|---|
| Concorde Asset Management, LLC | 1,750 | $36.8 萬 | 0.20% | 00.0% | 不變 |
| Alexander Labrunerie & Co., Inc. | 1,668 | $36.8 萬 | 0.16% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 1,668 | $36.8 萬 | 0.01% | −96−5.4% | 減碼 |
| Optimize Financial Inc | 1,673 | $36.9 萬 | 0.14% | −296−15.0% | 減碼 |
| Front Row Advisors LLC | 1,684 | $37.2 萬 | 0.14% | −7−0.4% | 減碼 |
| Cutter & CO Brokerage, Inc. | 1,685 | $37.2 萬 | 0.09% | −50−2.9% | 減碼 |
| First Heartland Consultants, Inc. | 1,686 | $37.2 萬 | 0.04% | −16−0.9% | 減碼 |
| Marquette Asset Management, LLC | 1,690 | $37.3 萬 | 0.07% | 00.0% | 不變 |
| Jacobsen Capital Management | 1,694 | $37.4 萬 | 0.16% | +45+2.7% | 加碼 |
| TRUE Private Wealth Advisors | 1,699 | $37.5 萬 | 0.05% | −12−0.7% | 減碼 |
| Union Savings Bank | 1,700 | $37.5 萬 | 0.18% | 00.0% | 不變 |
| Fiduciary Group LLC | 1,700 | $37.5 萬 | 0.04% | +572+50.7% | 加碼 |
| Colonial Trust Co | 1,701 | $37.6 萬 | 0.06% | −21−1.2% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 1,704 | $37.6 萬 | 0.01% | 00.0% | 不變 |
| FJ Capital Management LLC | 1,704 | $37.6 萬 | 0.04% | +56+3.4% | 加碼 |
| Harbour Trust & Investment Management Co | 1,714 | $37.9 萬 | 0.05% | 00.0% | 不變 |
| IVC Wealth Advisors LLC | 1,719 | $38.0 萬 | 0.20% | +4+0.2% | 加碼 |
| Security National Bank of Sioux City Iowa | 1,720 | $38.0 萬 | 0.28% | −10−0.6% | 減碼 |
| Oak Harbor Wealth Partners, LLC | 1,731 | $38.2 萬 | 0.11% | −1,218−41.3% | 減碼 |
| Wealthcare Advisory Partners LLC | 1,731 | $38.2 萬 | 0.01% | −21−1.2% | 減碼 |
| H&H Retirement Design & Management INC | 1,844 | $38.3 萬 | 0.25% | −2−0.1% | 減碼 |
| Kaizen Financial Strategies | 1,735 | $38.3 萬 | 0.22% | −241−12.2% | 減碼 |
| Portside Wealth Group, LLC | 1,735 | $38.3 萬 | 0.06% | +124+7.7% | 加碼 |
| Keystone Financial Services | 1,737 | $38.4 萬 | 0.15% | −180−9.4% | 減碼 |
| Prevail Innovative Wealth Advisors, LLC | 1,739 | $38.4 萬 | 0.10% | 00.0% | 不變 |
| Genesis Private Wealth, LLC | 1,741 | $38.4 萬 | 0.20% | +1,741 | 新進 |
| BOK Financial Private Wealth, Inc. | 1,741 | $38.4 萬 | 0.03% | −11−0.6% | 減碼 |
| Goldstein Advisors, LLC | 1,742 | $38.5 萬 | 0.06% | +20+1.2% | 加碼 |
| Tranquilli Financial Advisor LLC | 1,743 | $38.5 萬 | 0.24% | +74+4.4% | 加碼 |
| SeaCrest Wealth Management, LLC | 1,745 | $38.5 萬 | 0.04% | −37−2.1% | 減碼 |
| Trust Co of Toledo NA | 1,752 | $38.7 萬 | 0.05% | −150−7.9% | 減碼 |
| Permanent Capital Management, LP | 1,753 | $38.7 萬 | 0.11% | −415−19.1% | 減碼 |
| Oxford Financial Group Ltd | 1,755 | $38.8 萬 | 0.03% | +50+2.9% | 加碼 |
| Guardian Wealth Advisors, LLC | 1,756 | $38.8 萬 | 0.03% | −1,249−41.6% | 減碼 |
| Old Port Advisors | 1,763 | $38.9 萬 | 0.12% | −75−4.1% | 減碼 |
| Quantum Financial Planning Services, Inc. | 1,765 | $39.0 萬 | 0.21% | +161+10.0% | 加碼 |
| AlphaCore Capital LLC | 1,775 | $39.2 萬 | 0.03% | +360+25.4% | 加碼 |
| Signature Estate & Investment Advisors LLC | 1,776 | $39.2 萬 | 0.01% | +214+13.7% | 加碼 |
| Cascade Financial Partners, LLC | 1,780 | $39.3 萬 | 0.05% | −178−9.1% | 減碼 |
| Arete Wealth Advisors, LLC | 1,788 | $39.5 萬 | 0.03% | −93−4.9% | 減碼 |
| Cromwell Holdings LLC | 1,807 | $39.9 萬 | 0.26% | 00.0% | 不變 |
| Phillips Wealth Planners LLC | 1,922 | $40.0 萬 | 0.42% | +70+3.8% | 加碼 |
| Sivia Capital Partners, LLC | 1,814 | $40.1 萬 | 0.19% | +133+7.9% | 加碼 |
| Norris Perne & French LLP | 1,818 | $40.1 萬 | 0.03% | 00.0% | 不變 |
| Plan A Wealth LLC | 1,823 | $40.3 萬 | 0.31% | +1,823 | 新進 |
| RMR Wealth Builders | 1,829 | $40.4 萬 | 0.04% | +30+1.7% | 加碼 |
| Lodestar Private Asset Management LLC | 1,830 | $40.4 萬 | 0.05% | 00.0% | 不變 |
| Crewe Advisors LLC | 1,831 | $40.4 萬 | 0.06% | +393+27.3% | 加碼 |
| NTV Asset Management LLC | 1,839 | $40.6 萬 | 0.05% | +611+49.8% | 加碼 |
| Tritonpoint Wealth, LLC | 1,847 | $40.8 萬 | 0.04% | +131+7.6% | 加碼 |
| Monterey Private Wealth, Inc. | 1,850 | $40.9 萬 | 0.12% | +2+0.1% | 加碼 |
| Plancorp, LLC | 1,851 | $40.9 萬 | 0.02% | +1,851 | 新進 |
| Canandaigua National Bank & Trust Co | 1,852 | $40.9 萬 | 0.04% | −50−2.6% | 減碼 |
| Accredited Investors Inc. | 1,863 | $41.1 萬 | 0.03% | +104+5.9% | 加碼 |
| Trust Point Inc. | 1,867 | $41.2 萬 | 0.04% | −697−27.2% | 減碼 |
| Dearborn Partners LLC | 1,879 | $41.5 萬 | 0.02% | 00.0% | 不變 |
| Versor Investments LP | 1,881 | $41.5 萬 | 0.07% | +1,881 | 新進 |
| Fort Washington Investment Advisors Inc | 1,884 | $41.6 萬 | 0.00% | −50−2.6% | 減碼 |
| Heartland Bank & Trust Co | 1,889 | $41.7 萬 | 0.21% | +1,889 | 新進 |
| Strategic Blueprint, LLC | 1,894 | $41.8 萬 | 0.02% | −146−7.2% | 減碼 |
| Highlander Partners, L.P. | 1,900 | $42.0 萬 | 0.26% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 1,907 | $42.1 萬 | 0.02% | −674−26.1% | 減碼 |
| Icon Wealth Advisors, LLC | 1,909 | $42.2 萬 | 0.03% | −66−3.3% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 1,911 | $42.2 萬 | 0.10% | −457−19.3% | 減碼 |
| Nixon Peabody Trust Co | 1,916 | $42.3 萬 | 0.04% | −92−4.6% | 減碼 |
| West Family Investments, Inc. | 1,924 | $42.5 萬 | 0.16% | −237−11.0% | 減碼 |
| Valmark Advisers, Inc. | 1,929 | $42.6 萬 | 0.01% | −207−9.7% | 減碼 |
| AXS Investments LLC | 1,940 | $42.8 萬 | 0.12% | +80+4.3% | 加碼 |
| Palogic Value Management, L.P. | 1,948 | $43.0 萬 | 0.19% | +91+4.9% | 加碼 |
| Wealth Management Associates, Inc. | 1,950 | $43.1 萬 | 0.18% | 00.0% | 不變 |
| Y.D. More Investments Ltd | 1,955 | $43.2 萬 | 0.04% | −121−5.8% | 減碼 |
| Bigelow Investment Advisors, LLC | 1,961 | $43.3 萬 | 0.21% | +22+1.1% | 加碼 |
| LSV Asset Management | 1,964 | $43.4 萬 | 0.00% | −6,268−76.1% | 減碼 |
| Excalibur Management Corp | 1,969 | $43.5 萬 | 0.17% | 00.0% | 不變 |
| Hickory Point Bank & Trust | 1,972 | $43.5 萬 | 0.38% | +35+1.8% | 加碼 |
| Claro Advisors LLC | 1,977 | $43.7 萬 | 0.06% | −5−0.3% | 減碼 |
| Capital Asset Advisory Services LLC | 1,952 | $44.1 萬 | 0.02% | −80−3.9% | 減碼 |
| Castleark Management LLC | 2,000 | $44.2 萬 | 0.02% | 00.0% | 不變 |
| Biltmore Family Office, LLC | 2,000 | $44.2 萬 | 0.08% | 00.0% | 不變 |
| Investment Counsel Co of Nevada | 2,000 | $44.2 萬 | 1.00% | 00.0% | 不變 |
| Corient IA LLC | 2,000 | $44.2 萬 | 0.31% | +2,000 | 新進 |
| Daymark Wealth Partners, LLC | 2,007 | $44.3 萬 | 0.02% | +426+26.9% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 2,018 | $44.4 萬 | 0.20% | +100+5.2% | 加碼 |
| Power Wealth Management LLC | 2,014 | $44.5 萬 | 0.18% | −128−6.0% | 減碼 |
| Archer Investment Corp | 2,015 | $44.5 萬 | 0.12% | +12+0.6% | 加碼 |
| Waldron Private Wealth LLC | 2,022 | $44.7 萬 | 0.02% | −2,923−59.1% | 減碼 |
| Cypress Capital Group | 2,023 | $44.7 萬 | 0.06% | −178−8.1% | 減碼 |
| Independence Bank of Kentucky | 2,041 | $45.1 萬 | 0.07% | −165−7.5% | 減碼 |
| Mather Group, LLC. | 2,052 | $45.3 萬 | 0.01% | +218+11.9% | 加碼 |
| Quent Capital, LLC | 2,070 | $45.7 萬 | 0.05% | +98+5.0% | 加碼 |
| Ci Investments Inc. | 2,075 | $45.8 萬 | 0.00% | −307−12.9% | 減碼 |
| Callan Capital, LLC | 2,074 | $45.8 萬 | 0.03% | +345+20.0% | 加碼 |
| Vantage Financial Partners, LLC | 2,085 | $46.0 萬 | 0.11% | −88−4.0% | 減碼 |
| Calamos Wealth Management LLC | 2,085 | $46.0 萬 | 0.02% | −45−2.1% | 減碼 |
| Gryphon Financial Partners LLC | 2,088 | $46.1 萬 | 0.07% | −96−4.4% | 減碼 |
| Peterson Wealth Services | 2,089 | $46.1 萬 | 0.14% | −69−3.2% | 減碼 |
| Moss Adams Wealth Advisors LLC | 2,091 | $46.2 萬 | 0.05% | −455−17.9% | 減碼 |
| Enterprise Financial Services Corp | 2,099 | $46.4 萬 | 0.27% | −45−2.1% | 減碼 |
| Uncommon Cents Investing LLC | 2,100 | $46.4 萬 | 0.14% | 00.0% | 不變 |
| Parallax Volatility Advisers, L.P. | 2,117 | $46.7 萬 | 0.02% | +1,464+224.2% | 加碼 |