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 |
|---|---|---|---|---|---|
| Blume Capital Management, Inc. | 4,369 | $96.5 萬 | 0.22% | −13,517−75.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,341 | $95.9 萬 | 0.05% | +513+13.4% | 加碼 |
| SCS Capital Management LLC | 4,340 | $95.8 萬 | 0.01% | +4,340 | 新進 |
| Roberts Glore & Co Inc | 4,319 | $95.4 萬 | 0.29% | −264−5.8% | 減碼 |
| Oppenheimer & Co Inc | 4,319 | $95.4 萬 | 0.01% | +249+6.1% | 加碼 |
| Clear Harbor Asset Management, LLC | 4,313 | $95.2 萬 | 0.08% | +1,215+39.2% | 加碼 |
| Kingswood Wealth Advisors, LLC | 4,300 | $95.2 萬 | 0.09% | −1,413−24.7% | 減碼 |
| Renasant Bank | 4,305 | $95.1 萬 | 0.63% | −359−7.7% | 減碼 |
| First National Bank & Trust Co of Newtown | 4,280 | $94.5 萬 | 0.20% | 00.0% | 不變 |
| Carnegie Capital Asset Management, LLC | 4,706 | $94.4 萬 | 0.02% | +785+20.0% | 加碼 |
| Caldwell Trust Co | 4,270 | $94.3 萬 | 0.10% | +62+1.5% | 加碼 |
| LMR Partners LLP | 4,265 | $94.2 萬 | 0.02% | 00.0% | 不變 |
| Fieldview Capital Management, LLC | 4,243 | $93.7 萬 | 0.13% | +4,243 | 新進 |
| Prasad Wealth Partners, LLC | 4,229 | $93.4 萬 | 0.30% | −108−2.5% | 減碼 |
| HMV Wealth Advisors, LLC | 4,228 | $93.4 萬 | 0.74% | 00.0% | 不變 |
| St Germain D J Co Inc | 4,224 | $93.3 萬 | 0.04% | −84−1.9% | 減碼 |
| Stonebridge Capital Advisors LLC | 4,220 | $93.2 萬 | 0.08% | +9+0.2% | 加碼 |
| Insigneo Advisory Services, LLC | 4,188 | $92.5 萬 | 0.10% | +772+22.6% | 加碼 |
| Crux Wealth Advisors | 4,178 | $92.3 萬 | 0.48% | −886−17.5% | 減碼 |
| Avestar Capital, LLC | 4,170 | $92.1 萬 | 0.09% | −335−7.4% | 減碼 |
| Chesapeake Wealth Management | 4,168 | $92.0 萬 | 0.33% | −496−10.6% | 減碼 |
| Net Worth Advisory Group | 4,155 | $91.7 萬 | 0.29% | −12−0.3% | 減碼 |
| Clarendon Private LLC | 4,144 | $91.5 萬 | 0.97% | +774+23.0% | 加碼 |
| Aurora Investment Counsel | 4,134 | $91.3 萬 | 0.51% | −96−2.3% | 減碼 |
| Parkside Financial Bank & Trust | 4,172 | $91.2 萬 | 0.12% | +63+1.5% | 加碼 |
| AE Wealth Management LLC | 4,116 | $90.9 萬 | 0.01% | −2,313−36.0% | 減碼 |
| Cookson Peirce & Co Inc | 4,109 | $90.7 萬 | 0.05% | +736+21.8% | 加碼 |
| Aspire Private Capital, LLC | 4,101 | $90.6 萬 | 0.23% | +196+5.0% | 加碼 |
| Confluence Wealth Services, Inc. | 4,151 | $90.1 萬 | 0.06% | +925+28.7% | 加碼 |
| Roehl & Yi Investment Advisors, LLC | 4,076 | $90.0 萬 | 0.49% | −307−7.0% | 減碼 |
| Central Bank & Trust Co | 4,071 | $89.9 萬 | 0.15% | 00.0% | 不變 |
| Vista Capital Partners, Inc. | 4,036 | $89.1 萬 | 0.11% | +17+0.4% | 加碼 |
| Checchi Capital Advisers, LLC | 4,027 | $88.9 萬 | 0.06% | −19−0.5% | 減碼 |
| ERn Financial, LLC | 4,015 | $88.7 萬 | 0.14% | −232−5.5% | 減碼 |
| RBF Capital, LLC | 4,000 | $88.3 萬 | 0.06% | 00.0% | 不變 |
| CFO4Life Group, LLC | 3,960 | $87.4 萬 | 0.15% | −487−11.0% | 減碼 |
| Mount Yale Investment Advisors, LLC | 3,949 | $87.2 萬 | 0.07% | −177−4.3% | 減碼 |
| Sompo Asset Management Co., Ltd. | 3,940 | $87.0 萬 | 0.16% | +2,420+159.2% | 加碼 |
| Clarius Group, LLC | 3,933 | $86.9 萬 | 0.05% | −57−1.4% | 減碼 |
| Dohj, LLC | 3,929 | $86.8 萬 | 0.20% | −194−4.7% | 減碼 |
| MONECO Advisors, LLC | 3,926 | $86.7 萬 | 0.09% | +29+0.7% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,911 | $86.4 萬 | 0.14% | 00.0% | 不變 |
| Alberta Investment Management Corp | 3,900 | $86.1 萬 | 0.01% | 00.0% | 不變 |
| Madrona Financial Services, LLC | 3,881 | $85.7 萬 | 0.24% | −8−0.2% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 3,863 | $85.4 萬 | 0.00% | +10.0% | 加碼 |
| Outlook Wealth Advisors, LLC | 3,866 | $85.4 萬 | 0.24% | −44−1.1% | 減碼 |
| HF Advisory Group, LLC | 3,862 | $85.3 萬 | 0.37% | −70−1.8% | 減碼 |
| Intellectus Partners, LLC | 3,838 | $84.8 萬 | 0.21% | −587−13.3% | 減碼 |
| Quadcap Wealth Management, LLC | 3,821 | $84.4 萬 | 0.12% | −8−0.2% | 減碼 |
| Citizens National Bank Trust Department | 3,815 | $84.2 萬 | 0.18% | −385−9.2% | 減碼 |
| Stableford Capital II LLC | 4,037 | $84.2 萬 | 0.36% | +10.0% | 加碼 |
| Alpha Family Trust | 3,805 | $84.0 萬 | 0.49% | 00.0% | 不變 |
| SMART Wealth LLC | 3,789 | $83.7 萬 | 0.30% | +303+8.7% | 加碼 |
| Lafayette Investments, Inc. | 3,788 | $83.7 萬 | 0.18% | +189+5.3% | 加碼 |
| Shelton Capital Management | 3,784 | $83.6 萬 | 0.02% | −48,768−92.8% | 減碼 |
| Jefferies Financial Group Inc. | 3,752 | $82.9 萬 | 0.01% | +3,752 | 新進 |
| Legacy Wealth Asset Management, LLC | 3,739 | $82.6 萬 | 0.23% | −60−1.6% | 減碼 |
| Drucker Wealth 3.0, LLC | 3,710 | $81.9 萬 | 0.18% | −958−20.5% | 減碼 |
| GeoWealth Management, LLC | 3,677 | $81.2 萬 | 0.03% | −8−0.2% | 減碼 |
| KMG Fiduciary Partners, LLC | 3,653 | $80.7 萬 | 0.07% | 00.0% | 不變 |
| Principal Street Partners, LLC | 3,645 | $80.5 萬 | 0.15% | −514−12.4% | 減碼 |
| Cornerstone Select Advisors, LLC | 3,642 | $80.4 萬 | 0.76% | +128+3.6% | 加碼 |
| Bridgewater Advisors Inc. | 4,331 | $80.2 萬 | 0.07% | +4,331 | 新進 |
| Main Management ETF Advisors, LLC | 3,605 | $79.6 萬 | 0.05% | +3,605 | 新進 |
| Perpetual Ltd | 3,583 | $79.1 萬 | 0.01% | +7+0.2% | 加碼 |
| Miramar Capital, LLC | 3,575 | $78.9 萬 | 0.19% | 00.0% | 不變 |
| Chung Wu Investment Group, LLC | 3,560 | $78.6 萬 | 0.94% | +310+9.5% | 加碼 |
| Citadel Investment Advisory, Inc. | 3,550 | $78.4 萬 | 0.38% | −90−2.5% | 減碼 |
| May Hill Capital, LLC | 3,527 | $77.9 萬 | 0.29% | +118+3.5% | 加碼 |
| Heritage Wealth Advisors | 3,516 | $77.6 萬 | 0.04% | −3−0.1% | 減碼 |
| Balyasny Asset Management LLC | 3,513 | $77.6 萬 | 0.00% | −121,613−97.2% | 減碼 |
| BSW Wealth Partners | 3,509 | $77.5 萬 | 0.12% | −228−6.1% | 減碼 |
| Impact Capital Partners LLC | 3,504 | $77.4 萬 | 0.28% | −168−4.6% | 減碼 |
| Freemont Management S.A. | 3,500 | $77.3 萬 | 0.30% | −400−10.3% | 減碼 |
| Perigon Wealth Management, LLC | 3,487 | $77.0 萬 | 0.02% | −79−2.2% | 減碼 |
| Howard Capital Management Inc. | 3,483 | $76.9 萬 | 0.02% | −542−13.5% | 減碼 |
| Cascade Investment Group, Inc. | 3,454 | $76.3 萬 | 0.59% | +21+0.6% | 加碼 |
| MMBG Investment Advisors Co. | 3,450 | $76.2 萬 | 0.09% | 00.0% | 不變 |
| Grandfield & Dodd, LLC | 3,446 | $76.1 萬 | 0.05% | 00.0% | 不變 |
| KFG Wealth Management, LLC | 3,432 | $75.8 萬 | 0.14% | −690−16.7% | 減碼 |
| Quotient Wealth Partners, LLC | 3,429 | $75.7 萬 | 0.02% | +243+7.6% | 加碼 |
| PDS Planning, Inc | 3,421 | $75.5 萬 | 0.06% | +58+1.7% | 加碼 |
| Retirement Planning Co of New England, Inc. | 3,415 | $75.4 萬 | 0.39% | −5−0.1% | 減碼 |
| Essex Financial Services, Inc. | 3,411 | $75.3 萬 | 0.05% | +654+23.7% | 加碼 |
| Western Financial Corp | 3,409 | $75.3 萬 | 0.44% | +255+8.1% | 加碼 |
| Holderness Investments Co | 3,361 | $74.2 萬 | 0.17% | −338−9.1% | 減碼 |
| Baader Bank INC | 3,382 | $73.8 萬 | 0.07% | +174+5.4% | 加碼 |
| Michels Family Financial, LLC | 3,340 | $73.8 萬 | 0.67% | −70−2.1% | 減碼 |
| Opal Wealth Advisors, LLC | 3,322 | $73.4 萬 | 0.23% | −103−3.0% | 減碼 |
| Whittier Trust Co | 3,313 | $73.2 萬 | 0.01% | −1,999−37.6% | 減碼 |
| Beacon Financial Advisory LLC | 3,303 | $72.9 萬 | 0.22% | +59+1.8% | 加碼 |
| Brown Capital Management LLC | 3,287 | $72.6 萬 | 0.02% | −2,918−47.0% | 減碼 |
| Optas, LLC | 3,282 | $72.5 萬 | 0.13% | +40+1.2% | 加碼 |
| 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 |
| Twin City Private Wealth, LLC | 3,265 | $72.1 萬 | 0.63% | −219−6.3% | 減碼 |
| Matisse Capital | 3,248 | $71.7 萬 | 0.38% | 00.0% | 不變 |
| First Manhattan Co | 3,235 | $71.4 萬 | 0.00% | 00.0% | 不變 |
| Angeles Wealth Management, LLC | 3,227 | $71.3 萬 | 0.06% | −167−4.9% | 減碼 |
| Sowell Financial Services LLC | 3,226 | $71.2 萬 | 0.03% | +3,226 | 新進 |