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 |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 3,209 | $70.9 萬 | 0.01% | −769−19.3% | 減碼 |
| Rainier Family Wealth Inc | 3,208 | $70.8 萬 | 0.83% | −142−4.2% | 減碼 |
| Paragon Capital Management Ltd | 3,200 | $70.7 萬 | 0.14% | 00.0% | 不變 |
| Virtue Capital Management, LLC | 3,187 | $70.3 萬 | 0.08% | +2,125+200.1% | 加碼 |
| Aaron Wealth Advisors | 3,185 | $70.3 萬 | 0.08% | +193+6.5% | 加碼 |
| Curated Wealth Partners LLC | 3,182 | $70.3 萬 | 0.09% | +37+1.2% | 加碼 |
| Naples Global Advisors, LLC | 3,179 | $70.2 萬 | 0.07% | −11−0.3% | 減碼 |
| Leavell Investment Management, Inc. | 3,177 | $70.2 萬 | 0.03% | +44+1.4% | 加碼 |
| Pointe Capital Management LLC | 3,158 | $69.7 萬 | 0.41% | 00.0% | 不變 |
| Talon Private Wealth, LLC | 3,148 | $69.5 萬 | 0.09% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 3,124 | $69.0 萬 | 0.04% | +367+13.3% | 加碼 |
| GWN Securities Inc. | 3,113 | $68.7 萬 | 0.04% | +3,113 | 新進 |
| Simmons Bank | 3,111 | $68.7 萬 | 0.05% | +360+13.1% | 加碼 |
| SkyOak Wealth, LLC | 3,097 | $68.4 萬 | 0.15% | −66−2.1% | 減碼 |
| Riverbridge Partners LLC | 3,080 | $68.0 萬 | 0.01% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 3,823 | $67.9 萬 | 0.07% | −59−1.5% | 減碼 |
| Wright Investors Service Inc | 3,068 | $67.8 萬 | 0.22% | +255+9.1% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 3,052 | $67.4 萬 | 0.02% | +1,684+123.1% | 加碼 |
| ICONIQ Capital, LLC | 3,045 | $67.2 萬 | 0.01% | −2,019−39.9% | 減碼 |
| Catalyst Financial Partners LLC | 3,027 | $66.8 萬 | 0.12% | +129+4.5% | 加碼 |
| Atlantic Trust, LLC | 3,024 | $66.8 萬 | 0.15% | −25−0.8% | 減碼 |
| 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 |
| Strategy Asset Managers LLC | 2,996 | $66.2 萬 | 0.14% | +2,996 | 新進 |
| Long Run Wealth Advisors, LLC | 2,989 | $66.0 萬 | 0.15% | +63+2.2% | 加碼 |
| OneAscent Financial Services LLC | 2,972 | $65.8 萬 | 0.04% | +1,435+93.4% | 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 |
| Alta Advisers Ltd | 2,973 | $65.7 萬 | 0.28% | +1,100+58.7% | 加碼 |
| Centaurus Financial, Inc. | 2,965 | $65.5 萬 | 0.04% | +377+14.6% | 加碼 |
| Bank of Stockton | 2,945 | $65.0 萬 | 0.21% | −613−17.2% | 減碼 |
| NewEdge Wealth, LLC | 2,941 | $64.9 萬 | 0.01% | −94−3.1% | 減碼 |
| Legacy Capital Group California, Inc. | 2,934 | $64.8 萬 | 0.23% | −135−4.4% | 減碼 |
| Savvy Advisors, Inc. | 2,919 | $64.5 萬 | 0.06% | +1,462+100.3% | 加碼 |
| Zions Bancorporation, National Association | 2,914 | $64.3 萬 | 0.04% | +2,914 | 新進 |
| Flagship Harbor Advisors, LLC | 2,910 | $64.3 萬 | 0.03% | −189−6.1% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,908 | $64.2 萬 | 0.07% | −7−0.2% | 減碼 |
| Martingale Asset Management L P | 2,893 | $63.9 萬 | 0.02% | +2,893 | 新進 |
| Schmidt P J Investment Management Inc | 2,863 | $63.2 萬 | 0.12% | 00.0% | 不變 |
| Investment Management Corp | 2,857 | $63.1 萬 | 0.57% | +560+24.4% | 加碼 |
| CRA Financial Services, LLC | 2,857 | $63.1 萬 | 0.11% | 00.0% | 不變 |
| Flagship Wealth Advisors, LLC | 2,855 | $63.0 萬 | 0.27% | 00.0% | 不變 |
| Buckingham Strategic Partners | 2,848 | $62.9 萬 | 0.01% | +20+0.7% | 加碼 |
| Knights of Columbus Asset Advisors LLC | 2,846 | $62.8 萬 | 0.04% | −41−1.4% | 減碼 |
| Vista Investment Management | 2,840 | $62.7 萬 | 0.25% | −150−5.0% | 減碼 |
| Red Door Wealth Management, LLC | 2,834 | $62.6 萬 | 0.09% | −106−3.6% | 減碼 |
| Beaumont Financial Advisors, LLC | 2,833 | $62.6 萬 | 0.05% | +623+28.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,832 | $62.5 萬 | 0.02% | +70+2.5% | 加碼 |
| Little House Capital LLC | 2,820 | $62.3 萬 | 0.17% | +2,820 | 新進 |
| Apeiron RIA LLC | 2,810 | $62.1 萬 | 0.19% | −115−3.9% | 減碼 |
| Trueblood Wealth Management, LLC | 2,801 | $61.9 萬 | 0.29% | +219+8.5% | 加碼 |
| Silver Oak Securities, Inc | 2,830 | $61.2 萬 | 0.06% | +182+6.9% | 加碼 |
| Simon Quick Advisors, LLC | 2,762 | $61.0 萬 | 0.03% | +880+46.8% | 加碼 |
| Finward Bancorp | 2,758 | $60.9 萬 | 0.53% | 00.0% | 不變 |
| Wallace Advisory Group, LLC | 2,964 | $60.9 萬 | 0.42% | −228−7.1% | 減碼 |
| Wealth Alliance | 2,746 | $60.6 萬 | 0.07% | +758+38.1% | 加碼 |
| Premier Path Wealth Partners, LLC | 2,745 | $60.6 萬 | 0.09% | +259+10.4% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,734 | $60.4 萬 | 0.06% | +8+0.3% | 加碼 |
| Adviser Investments LLC | 2,731 | $60.3 萬 | 0.01% | −520−16.0% | 減碼 |
| Forte Capital LLC | 2,727 | $60.2 萬 | 0.07% | −190−6.5% | 減碼 |
| CVA Family Office, LLC | 2,709 | $59.8 萬 | 0.09% | +65+2.5% | 加碼 |
| Somerset Group LLC | 2,689 | $59.4 萬 | 0.54% | 00.0% | 不變 |
| Cornerstone Wealth Group, LLC | 2,681 | $59.2 萬 | 0.05% | +303+12.7% | 加碼 |
| Sage Mountain Advisors LLC | 2,663 | $58.8 萬 | 0.04% | +281+11.8% | 加碼 |
| Evergreen Wealth Solutions, LLC | 2,663 | $58.8 萬 | 0.40% | −818−23.5% | 減碼 |
| Tiemann Investment Advisors, LLC | 2,655 | $58.6 萬 | 0.27% | −240−8.3% | 減碼 |
| Leuthold Group, LLC | 2,650 | $58.5 萬 | 0.08% | −73−2.7% | 減碼 |
| Invesco, LLC | 2,635 | $58.2 萬 | 0.24% | +608+30.0% | 加碼 |
| Tributary Capital Management, LLC | 2,630 | $58.1 萬 | 0.05% | −90−3.3% | 減碼 |
| Foster & Motley Inc | 2,625 | $58.0 萬 | 0.04% | −19−0.7% | 減碼 |
| Florida Financial Advisors, LLC | 2,623 | $57.9 萬 | 0.23% | +1,430+119.9% | 加碼 |
| Marotta Asset Management | 3,211 | $57.7 萬 | 0.11% | 00.0% | 不變 |
| Ironsides Asset Advisors, LLC | 2,610 | $57.6 萬 | 0.17% | −1,025−28.2% | 減碼 |
| WoodTrust Financial Corp | 2,607 | $57.6 萬 | 0.08% | 00.0% | 不變 |
| Peoples Bank | 2,605 | $57.5 萬 | 0.38% | −4,165−61.5% | 減碼 |
| Kane Investment Management, Inc. | 2,593 | $57.3 萬 | 0.28% | +2,593 | 新進 |
| Riverwater Partners LLC | 2,591 | $57.2 萬 | 0.29% | −572−18.1% | 減碼 |
| Private Trust Co NA | 2,591 | $57.2 萬 | 0.06% | +348+15.5% | 加碼 |
| Connecticut Wealth Management, LLC | 2,568 | $56.7 萬 | 0.03% | −10.0% | 減碼 |
| Signal Advisors Wealth, LLC | 2,567 | $56.7 萬 | 0.06% | −1,439−35.9% | 減碼 |
| Financial Counselors Inc | 2,560 | $56.5 萬 | 0.01% | −336−11.6% | 減碼 |
| PFG Investments, LLC | 2,557 | $56.5 萬 | 0.04% | −215−7.8% | 減碼 |
| Millennium Management LLC | 2,546 | $56.2 萬 | 0.00% | −147,442−98.3% | 減碼 |
| Northwest Bancshares, Inc. | 2,541 | $56.1 萬 | 0.10% | 00.0% | 不變 |
| Walleye Capital LLC | 2,530 | $55.9 萬 | 0.01% | −27,164−91.5% | 減碼 |
| Santori & Peters | 2,523 | $55.7 萬 | 0.22% | −517−17.0% | 減碼 |
| WBH Advisory Inc | 2,520 | $55.6 萬 | 0.05% | 00.0% | 不變 |
| Seeds Investor LLC | 2,514 | $55.5 萬 | 0.16% | +402+19.0% | 加碼 |
| Arkadios Wealth Advisors | 2,513 | $55.5 萬 | 0.02% | +169+7.2% | 加碼 |
| Proficio Capital Partners LLC | 2,512 | $55.5 萬 | 0.04% | +151+6.4% | 加碼 |
| International Assets Investment Management, LLC | 2,508 | $55.4 萬 | 0.05% | +31+1.3% | 加碼 |
| KCM Investment Advisors LLC | 2,502 | $55.3 萬 | 0.02% | +244+10.8% | 加碼 |
| First Bank & Trust | 2,492 | $55.0 萬 | 0.11% | +142+6.0% | 加碼 |
| Vista Wealth Management Group, LLC | 2,490 | $55.0 萬 | 0.04% | +55+2.3% | 加碼 |
| Fred Alger Management, LLC | 2,470 | $54.5 萬 | 0.00% | +2,470 | 新進 |
| Truvestments Capital LLC | 2,445 | $54.0 萬 | 0.12% | −2,958−54.7% | 減碼 |
| Janney Capital Management LLC | 2,440 | $53.9 萬 | 0.04% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 2,437 | $53.8 萬 | 0.02% | +53+2.2% | 加碼 |
| Marcum Wealth, LLC | 2,419 | $53.4 萬 | 0.05% | +6+0.2% | 加碼 |
| CM Wealth Advisors LLC | 2,410 | $53.2 萬 | 0.17% | 00.0% | 不變 |