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 |
|---|---|---|---|---|---|
| Harvey Capital Management Inc | 7,870 | $173.8 萬 | 0.45% | −3,650−31.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 7,835 | $173.0 萬 | 0.02% | −230−2.9% | 減碼 |
| Centurion Wealth Management LLC | 8,365 | $171.8 萬 | 0.54% | 00.0% | 不變 |
| Grimes & Company, Inc. | 7,774 | $171.7 萬 | 0.05% | −171−2.2% | 減碼 |
| Lederer & Associates Investment Counsel | 7,769 | $171.6 萬 | 1.26% | +737+10.5% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 7,762 | $171.4 萬 | 0.73% | +10+0.1% | 加碼 |
| Intelligence Driven Advisers, LLC | 7,736 | $170.8 萬 | 0.33% | −37−0.5% | 減碼 |
| First Nebraska Trust Co | 7,735 | $170.8 萬 | 0.17% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 7,687 | $169.8 萬 | 0.23% | −1,164−13.2% | 減碼 |
| Wesbanco Bank Inc | 7,680 | $169.6 萬 | 0.06% | +456+6.3% | 加碼 |
| Legato Capital Management LLC | 7,676 | $169.5 萬 | 0.23% | 00.0% | 不變 |
| True North Advisors, LLC | 7,633 | $168.6 萬 | 0.30% | −10.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 7,529 | $166.3 萬 | 0.09% | +444+6.3% | 加碼 |
| Radnor Capital Management, LLC | 7,524 | $166.2 萬 | 0.28% | 00.0% | 不變 |
| 17 Capital Partners, LLC | 7,513 | $165.9 萬 | 1.06% | +70+0.9% | 加碼 |
| Haverford Trust Co | 7,511 | $165.9 萬 | 0.02% | −45−0.6% | 減碼 |
| Mill Creek Capital Advisors, LLC | 7,408 | $163.6 萬 | 0.04% | 00.0% | 不變 |
| Boston Family Office LLC | 7,402 | $163.5 萬 | 0.12% | +730+10.9% | 加碼 |
| Allianz SE | 7,383 | $163.0 萬 | 0.04% | −4,561−38.2% | 減碼 |
| Eukles Asset Management | 7,346 | $162.2 萬 | 0.71% | +1,098+17.6% | 加碼 |
| Jane Street Group, LLC | 7,337 | $162.0 萬 | 0.00% | −108,147−93.6% | 減碼 |
| Lebenthal Global Advisors, LLC | 7,334 | $162.0 萬 | 0.30% | −1,189−14.0% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 7,304 | $161.3 萬 | 0.05% | −718−9.0% | 減碼 |
| Spinnaker Trust | 7,296 | $161.1 萬 | 0.11% | 00.0% | 不變 |
| Mystic Asset Management, Inc. | 7,225 | $159.5 萬 | 0.42% | −10−0.1% | 減碼 |
| AAFMAA Wealth Management & Trust LLC | 7,214 | $159.3 萬 | 0.72% | +573+8.6% | 加碼 |
| Legend Financial Advisors, Inc. | 7,208 | $159.2 萬 | 1.17% | 00.0% | 不變 |
| Court Place Advisors, LLC | 7,165 | $158.2 萬 | 0.52% | +67+0.9% | 加碼 |
| Level Four Advisory Services, LLC | 7,146 | $157.8 萬 | 0.06% | −2,692−27.4% | 減碼 |
| Clear Creek Financial Management, LLC | 7,134 | $157.5 萬 | 0.16% | +7,134 | 新進 |
| Purkiss Capital Advisors LLC | 7,115 | $157.1 萬 | 1.19% | 00.0% | 不變 |
| SRS Capital Advisors, Inc. | 7,111 | $157.0 萬 | 0.10% | −662−8.5% | 減碼 |
| Smith, Moore & Co. | 7,087 | $156.5 萬 | 0.14% | +150+2.2% | 加碼 |
| Maia Wealth LLC | 7,314 | $155.2 萬 | 0.35% | −78−1.1% | 減碼 |
| HBK Sorce Advisory LLC | 7,010 | $154.8 萬 | 0.05% | +193+2.8% | 加碼 |
| Highland Capital Management, LLC | 6,983 | $154.2 萬 | 0.09% | +1,047+17.6% | 加碼 |
| Sheets Smith Investment Management | 6,979 | $154.1 萬 | 1.54% | +9+0.1% | 加碼 |
| Anchor Capital Advisors LLC | 6,969 | $153.9 萬 | 0.05% | −38−0.5% | 減碼 |
| Dynamic Technology Lab Private Ltd | 6,950 | $153.5 萬 | 0.22% | +6,950 | 新進 |
| Hel Ved Capital Management Ltd | 6,950 | $153.5 萬 | 0.77% | −4,800−40.9% | 減碼 |
| Ritholtz Wealth Management | 6,927 | $153.0 萬 | 0.05% | +1,821+35.7% | 加碼 |
| Bartlett & Co. Wealth Management LLC | 6,923 | $152.9 萬 | 0.02% | +168+2.5% | 加碼 |
| Prelude Capital Management, LLC | 6,920 | $152.8 萬 | 0.15% | −5,182−42.8% | 減碼 |
| Trust Co of Vermont | 6,912 | $152.6 萬 | 0.08% | +73+1.1% | 加碼 |
| Legacy Trust | 6,896 | $152.3 萬 | 0.37% | −55−0.8% | 減碼 |
| SkyView Investment Advisors, LLC | 6,868 | $151.7 萬 | 0.23% | +494+7.8% | 加碼 |
| Engineers Gate Manager LP | 6,869 | $151.7 萬 | 0.03% | −2,163−23.9% | 減碼 |
| Parallel Advisors, LLC | 6,864 | $151.5 萬 | 0.03% | +735+12.0% | 加碼 |
| AlTi Global, Inc. | 6,859 | $151.5 萬 | 0.04% | −68−1.0% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 6,816 | $150.5 萬 | 0.05% | −19−0.3% | 減碼 |
| BankPlus Trust Department | 6,803 | $150.2 萬 | 0.50% | −269−3.8% | 減碼 |
| Cheviot Value Management, LLC | 8,060 | $149.5 萬 | 0.18% | −37,644−82.4% | 減碼 |
| Burling Wealth Partners, LLC | 6,753 | $149.1 萬 | 0.31% | −347−4.9% | 減碼 |
| Delphi Management Inc | 6,754 | $149.1 萬 | 1.52% | −635−8.6% | 減碼 |
| Ridgepath Capital Management LLC | 6,748 | $149.0 萬 | 0.72% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 6,745 | $149.0 萬 | 0.04% | +2,203+48.5% | 加碼 |
| Atomi Financial Group, Inc. | 6,717 | $148.3 萬 | 0.07% | +1,371+25.6% | 加碼 |
| Pacific Point Advisors, LLC | 6,717 | $148.3 萬 | 0.83% | +535+8.7% | 加碼 |
| Dogwood Wealth Management LLC | 6,715 | $148.3 萬 | 0.78% | −112−1.6% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 6,674 | $147.4 萬 | 0.20% | +1,219+22.3% | 加碼 |
| Lionsbridge Wealth Management LLC | 6,673 | $147.4 萬 | 1.31% | −1,520−18.6% | 減碼 |
| Meritage Portfolio Management | 6,650 | $146.9 萬 | 0.10% | 00.0% | 不變 |
| Empower Advisory Group, LLC | 6,586 | $145.4 萬 | 0.00% | −823−11.1% | 減碼 |
| Trust Asset Management LLC | 6,571 | $145.1 萬 | 0.12% | −768−10.5% | 減碼 |
| Yarbrough Capital, LLC | 6,499 | $143.5 萬 | 0.06% | −3,257−33.4% | 減碼 |
| Wedmont Private Capital | 6,889 | $143.4 萬 | 0.07% | +306+4.6% | 加碼 |
| Hengehold Capital Management LLC | 6,476 | $143.0 萬 | 0.14% | +1,820+39.1% | 加碼 |
| Voya Financial Advisors, Inc. | 6,609 | $142.8 萬 | 0.16% | −124−1.8% | 減碼 |
| IPG Investment Advisors LLC | 6,451 | $142.5 萬 | 0.32% | +6,451 | 新進 |
| Axq Capital, LP | 6,435 | $142.1 萬 | 0.57% | +6,435 | 新進 |
| Dean Investment Associates, LLC | 6,430 | $142.0 萬 | 0.21% | −421−6.1% | 減碼 |
| CoreFirst Bank & Trust | 6,400 | $141.3 萬 | 0.91% | 00.0% | 不變 |
| Financial Advocates Investment Management | 6,398 | $141.3 萬 | 0.10% | +68+1.1% | 加碼 |
| David Loasby | 6,882 | $140.7 萬 | 0.14% | −18−0.3% | 減碼 |
| NorthRock Partners, LLC | 6,369 | $140.6 萬 | 0.05% | +82+1.3% | 加碼 |
| Boston Trust Walden Corp | 6,338 | $140.0 萬 | 0.01% | 00.0% | 不變 |
| J.W. Cole Advisors, Inc. | 6,320 | $139.6 萬 | 0.04% | +3,370+114.2% | 加碼 |
| SlateStone Wealth, LLC | 6,308 | $139.3 萬 | 0.14% | +2,000+46.4% | 加碼 |
| Syon Capital LLC | 6,302 | $139.2 萬 | 0.11% | +1,223+24.1% | 加碼 |
| RIA Advisory Group LLC | 6,226 | $137.5 萬 | 0.45% | −1,122−15.3% | 減碼 |
| Institute for Wealth Management, LLC. | 6,218 | $137.3 萬 | 0.18% | −48−0.8% | 減碼 |
| Kingsview Wealth Management, LLC | 6,218 | $137.3 萬 | 0.03% | −26−0.4% | 減碼 |
| Williamson Legacy Group, LLC | 6,208 | $137.1 萬 | 1.30% | +188+3.1% | 加碼 |
| Washington Trust Co | 6,193 | $136.8 萬 | 0.05% | −273−4.2% | 減碼 |
| Allworth Financial LP | 7,717 | $136.5 萬 | 0.01% | +541+7.5% | 加碼 |
| Gould Capital, LLC | 6,174 | $136.3 萬 | 0.95% | −1,214−16.4% | 減碼 |
| Stonebrook Private Inc. | 6,088 | $134.4 萬 | 0.35% | −30.0% | 減碼 |
| Meiji Yasuda Life Insurance Co | 6,084 | $134.4 萬 | 0.03% | +3,349+122.4% | 加碼 |
| Arcataur Capital Management LLC | 6,042 | $133.4 萬 | 0.45% | −406−6.3% | 減碼 |
| Chicago Trust Co NA | 6,026 | $133.1 萬 | 0.24% | −49−0.8% | 減碼 |
| 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 |
| Perkins Coie Trust Co | 5,997 | $132.4 萬 | 0.30% | +7+0.1% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 5,993 | $132.3 萬 | 0.06% | +801+15.4% | 加碼 |
| Redwood Investment Management, LLC | 5,978 | $132.0 萬 | 0.14% | +5,978 | 新進 |
| Prentiss Smith & Co Inc | 5,960 | $131.6 萬 | 0.85% | −16−0.3% | 減碼 |
| Veracity Capital LLC | 5,956 | $131.5 萬 | 0.52% | −2,418−28.9% | 減碼 |
| Tectonic Advisors LLC | 5,928 | $130.9 萬 | 0.08% | −301−4.8% | 減碼 |
| Argonautica Private Wealth Management, Inc | 5,849 | $129.2 萬 | 0.44% | +2,990+104.6% | 加碼 |
| LGT Group Foundation | 5,836 | $128.9 萬 | 0.02% | +2,257+63.1% | 加碼 |