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 |
|---|---|---|---|---|---|
| Investment Management Corp | 2,857 | $63.1 萬 | 0.57% | +560+24.4% | 加碼 |
| Schmidt P J Investment Management Inc | 2,863 | $63.2 萬 | 0.12% | 00.0% | 不變 |
| Martingale Asset Management L P | 2,893 | $63.9 萬 | 0.02% | +2,893 | 新進 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,908 | $64.2 萬 | 0.07% | −7−0.2% | 減碼 |
| Flagship Harbor Advisors, LLC | 2,910 | $64.3 萬 | 0.03% | −189−6.1% | 減碼 |
| Zions Bancorporation, National Association | 2,914 | $64.3 萬 | 0.04% | +2,914 | 新進 |
| Savvy Advisors, Inc. | 2,919 | $64.5 萬 | 0.06% | +1,462+100.3% | 加碼 |
| Legacy Capital Group California, Inc. | 2,934 | $64.8 萬 | 0.23% | −135−4.4% | 減碼 |
| NewEdge Wealth, LLC | 2,941 | $64.9 萬 | 0.01% | −94−3.1% | 減碼 |
| Bank of Stockton | 2,945 | $65.0 萬 | 0.21% | −613−17.2% | 減碼 |
| Centaurus Financial, Inc. | 2,965 | $65.5 萬 | 0.04% | +377+14.6% | 加碼 |
| Alta Advisers Ltd | 2,973 | $65.7 萬 | 0.28% | +1,100+58.7% | 加碼 |
| Epiq Partners, LLC | 2,978 | $65.8 萬 | 0.35% | 00.0% | 不變 |
| Resonant Capital Advisors, LLC | 2,978 | $65.8 萬 | 0.05% | +127+4.5% | 加碼 |
| OneAscent Financial Services LLC | 2,972 | $65.8 萬 | 0.04% | +1,435+93.4% | 加碼 |
| Long Run Wealth Advisors, LLC | 2,989 | $66.0 萬 | 0.15% | +63+2.2% | 加碼 |
| Strategy Asset Managers LLC | 2,996 | $66.2 萬 | 0.14% | +2,996 | 新進 |
| Legacy Wealth Management, LLC | 3,000 | $66.2 萬 | 0.22% | −800−21.1% | 減碼 |
| Promethium Advisors,llc | 3,000 | $66.2 萬 | 0.42% | 00.0% | 不變 |
| Atlantic Trust, LLC | 3,024 | $66.8 萬 | 0.15% | −25−0.8% | 減碼 |
| Catalyst Financial Partners LLC | 3,027 | $66.8 萬 | 0.12% | +129+4.5% | 加碼 |
| ICONIQ Capital, LLC | 3,045 | $67.2 萬 | 0.01% | −2,019−39.9% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 3,052 | $67.4 萬 | 0.02% | +1,684+123.1% | 加碼 |
| Wright Investors Service Inc | 3,068 | $67.8 萬 | 0.22% | +255+9.1% | 加碼 |
| Fidelis Capital Partners, LLC | 3,823 | $67.9 萬 | 0.07% | −59−1.5% | 減碼 |
| Riverbridge Partners LLC | 3,080 | $68.0 萬 | 0.01% | 00.0% | 不變 |
| SkyOak Wealth, LLC | 3,097 | $68.4 萬 | 0.15% | −66−2.1% | 減碼 |
| Simmons Bank | 3,111 | $68.7 萬 | 0.05% | +360+13.1% | 加碼 |
| GWN Securities Inc. | 3,113 | $68.7 萬 | 0.04% | +3,113 | 新進 |
| Belpointe Asset Management LLC | 3,124 | $69.0 萬 | 0.04% | +367+13.3% | 加碼 |
| Talon Private Wealth, LLC | 3,148 | $69.5 萬 | 0.09% | 00.0% | 不變 |
| Pointe Capital Management LLC | 3,158 | $69.7 萬 | 0.41% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 3,177 | $70.2 萬 | 0.03% | +44+1.4% | 加碼 |
| Naples Global Advisors, LLC | 3,179 | $70.2 萬 | 0.07% | −11−0.3% | 減碼 |
| Curated Wealth Partners LLC | 3,182 | $70.3 萬 | 0.09% | +37+1.2% | 加碼 |
| Aaron Wealth Advisors | 3,185 | $70.3 萬 | 0.08% | +193+6.5% | 加碼 |
| Virtue Capital Management, LLC | 3,187 | $70.3 萬 | 0.08% | +2,125+200.1% | 加碼 |
| Paragon Capital Management Ltd | 3,200 | $70.7 萬 | 0.14% | 00.0% | 不變 |
| Rainier Family Wealth Inc | 3,208 | $70.8 萬 | 0.83% | −142−4.2% | 減碼 |
| Ontario Teachers Pension Plan Board | 3,209 | $70.9 萬 | 0.01% | −769−19.3% | 減碼 |
| Sowell Financial Services LLC | 3,226 | $71.2 萬 | 0.03% | +3,226 | 新進 |
| Angeles Wealth Management, LLC | 3,227 | $71.3 萬 | 0.06% | −167−4.9% | 減碼 |
| First Manhattan Co | 3,235 | $71.4 萬 | 0.00% | 00.0% | 不變 |
| Matisse Capital | 3,248 | $71.7 萬 | 0.38% | 00.0% | 不變 |
| Twin City Private Wealth, LLC | 3,265 | $72.1 萬 | 0.63% | −219−6.3% | 減碼 |
| LVZ Advisors, Inc. | 3,280 | $72.4 萬 | 0.10% | 00.0% | 不變 |
| R Squared Ltd | 3,280 | $72.4 萬 | 0.77% | +2,570+362.0% | 加碼 |
| Optas, LLC | 3,282 | $72.5 萬 | 0.13% | +40+1.2% | 加碼 |
| Brown Capital Management LLC | 3,287 | $72.6 萬 | 0.02% | −2,918−47.0% | 減碼 |
| Beacon Financial Advisory LLC | 3,303 | $72.9 萬 | 0.22% | +59+1.8% | 加碼 |
| Whittier Trust Co | 3,313 | $73.2 萬 | 0.01% | −1,999−37.6% | 減碼 |
| Opal Wealth Advisors, LLC | 3,322 | $73.4 萬 | 0.23% | −103−3.0% | 減碼 |
| Michels Family Financial, LLC | 3,340 | $73.8 萬 | 0.67% | −70−2.1% | 減碼 |
| Baader Bank INC | 3,382 | $73.8 萬 | 0.07% | +174+5.4% | 加碼 |
| Holderness Investments Co | 3,361 | $74.2 萬 | 0.17% | −338−9.1% | 減碼 |
| Western Financial Corp | 3,409 | $75.3 萬 | 0.44% | +255+8.1% | 加碼 |
| Essex Financial Services, Inc. | 3,411 | $75.3 萬 | 0.05% | +654+23.7% | 加碼 |
| Retirement Planning Co of New England, Inc. | 3,415 | $75.4 萬 | 0.39% | −5−0.1% | 減碼 |
| PDS Planning, Inc | 3,421 | $75.5 萬 | 0.06% | +58+1.7% | 加碼 |
| Quotient Wealth Partners, LLC | 3,429 | $75.7 萬 | 0.02% | +243+7.6% | 加碼 |
| KFG Wealth Management, LLC | 3,432 | $75.8 萬 | 0.14% | −690−16.7% | 減碼 |
| Grandfield & Dodd, LLC | 3,446 | $76.1 萬 | 0.05% | 00.0% | 不變 |
| MMBG Investment Advisors Co. | 3,450 | $76.2 萬 | 0.09% | 00.0% | 不變 |
| Cascade Investment Group, Inc. | 3,454 | $76.3 萬 | 0.59% | +21+0.6% | 加碼 |
| Howard Capital Management Inc. | 3,483 | $76.9 萬 | 0.02% | −542−13.5% | 減碼 |
| Perigon Wealth Management, LLC | 3,487 | $77.0 萬 | 0.02% | −79−2.2% | 減碼 |
| Freemont Management S.A. | 3,500 | $77.3 萬 | 0.30% | −400−10.3% | 減碼 |
| Impact Capital Partners LLC | 3,504 | $77.4 萬 | 0.28% | −168−4.6% | 減碼 |
| BSW Wealth Partners | 3,509 | $77.5 萬 | 0.12% | −228−6.1% | 減碼 |
| Balyasny Asset Management LLC | 3,513 | $77.6 萬 | 0.00% | −121,613−97.2% | 減碼 |
| Heritage Wealth Advisors | 3,516 | $77.6 萬 | 0.04% | −3−0.1% | 減碼 |
| May Hill Capital, LLC | 3,527 | $77.9 萬 | 0.29% | +118+3.5% | 加碼 |
| Citadel Investment Advisory, Inc. | 3,550 | $78.4 萬 | 0.38% | −90−2.5% | 減碼 |
| Chung Wu Investment Group, LLC | 3,560 | $78.6 萬 | 0.94% | +310+9.5% | 加碼 |
| Miramar Capital, LLC | 3,575 | $78.9 萬 | 0.19% | 00.0% | 不變 |
| Perpetual Ltd | 3,583 | $79.1 萬 | 0.01% | +7+0.2% | 加碼 |
| Main Management ETF Advisors, LLC | 3,605 | $79.6 萬 | 0.05% | +3,605 | 新進 |
| Bridgewater Advisors Inc. | 4,331 | $80.2 萬 | 0.07% | +4,331 | 新進 |
| Cornerstone Select Advisors, LLC | 3,642 | $80.4 萬 | 0.76% | +128+3.6% | 加碼 |
| Principal Street Partners, LLC | 3,645 | $80.5 萬 | 0.15% | −514−12.4% | 減碼 |
| KMG Fiduciary Partners, LLC | 3,653 | $80.7 萬 | 0.07% | 00.0% | 不變 |
| GeoWealth Management, LLC | 3,677 | $81.2 萬 | 0.03% | −8−0.2% | 減碼 |
| Drucker Wealth 3.0, LLC | 3,710 | $81.9 萬 | 0.18% | −958−20.5% | 減碼 |
| Legacy Wealth Asset Management, LLC | 3,739 | $82.6 萬 | 0.23% | −60−1.6% | 減碼 |
| Jefferies Financial Group Inc. | 3,752 | $82.9 萬 | 0.01% | +3,752 | 新進 |
| Shelton Capital Management | 3,784 | $83.6 萬 | 0.02% | −48,768−92.8% | 減碼 |
| Lafayette Investments, Inc. | 3,788 | $83.7 萬 | 0.18% | +189+5.3% | 加碼 |
| SMART Wealth LLC | 3,789 | $83.7 萬 | 0.30% | +303+8.7% | 加碼 |
| Alpha Family Trust | 3,805 | $84.0 萬 | 0.49% | 00.0% | 不變 |
| Stableford Capital II LLC | 4,037 | $84.2 萬 | 0.36% | +10.0% | 加碼 |
| Citizens National Bank Trust Department | 3,815 | $84.2 萬 | 0.18% | −385−9.2% | 減碼 |
| Quadcap Wealth Management, LLC | 3,821 | $84.4 萬 | 0.12% | −8−0.2% | 減碼 |
| Intellectus Partners, LLC | 3,838 | $84.8 萬 | 0.21% | −587−13.3% | 減碼 |
| HF Advisory Group, LLC | 3,862 | $85.3 萬 | 0.37% | −70−1.8% | 減碼 |
| Outlook Wealth Advisors, LLC | 3,866 | $85.4 萬 | 0.24% | −44−1.1% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 3,863 | $85.4 萬 | 0.00% | +10.0% | 加碼 |
| Madrona Financial Services, LLC | 3,881 | $85.7 萬 | 0.24% | −8−0.2% | 減碼 |
| Alberta Investment Management Corp | 3,900 | $86.1 萬 | 0.01% | 00.0% | 不變 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,911 | $86.4 萬 | 0.14% | 00.0% | 不變 |
| MONECO Advisors, LLC | 3,926 | $86.7 萬 | 0.09% | +29+0.7% | 加碼 |