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 2 季 13F 持有人
Fiserv Inc 在 2025/6/30 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
- 1,848
- 較 2025 年第 1 季 −56 家
- 持有股數
- 4.90 億
- 較 2025 年第 1 季 −1,897 萬 (−3.7%)
- 總市值
- $844.7 億
- 較 2025 年第 1 季 −$277.6 億 (−24.7%)
- 新進機構
- 185
- 另有 745 家加碼
- 清倉機構
- 241
- 另有 669 家減碼
另有 36 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 3,097 | $53.4 萬 | 0.11% | 00.0% | 不變 |
| Leavell Investment Management, Inc. | 3,104 | $53.5 萬 | 0.02% | −73−2.3% | 減碼 |
| Centaurus Financial, Inc. | 3,107 | $53.6 萬 | 0.03% | +142+4.8% | 加碼 |
| Red Door Wealth Management, LLC | 3,111 | $53.6 萬 | 0.06% | +277+9.8% | 加碼 |
| BlueSpruce Investments, LP | 3,137 | $54.1 萬 | 0.01% | +3,137 | 新進 |
| Atlantic Trust, LLC | 3,149 | $54.3 萬 | 0.10% | +125+4.1% | 加碼 |
| Resonant Capital Advisors, LLC | 3,154 | $54.4 萬 | 0.03% | +176+5.9% | 加碼 |
| First Manhattan Co | 3,160 | $54.5 萬 | 0.00% | −75−2.3% | 減碼 |
| Flputnam Investment Management Co | 3,162 | $54.5 萬 | 0.01% | −5,149−62.0% | 減碼 |
| Wallace Advisory Group, LLC | 2,472 | $54.6 萬 | 0.40% | −492−16.6% | 減碼 |
| Quotient Wealth Partners, LLC | 3,167 | $54.6 萬 | 0.02% | −262−7.6% | 減碼 |
| Pointe Capital Management LLC | 3,187 | $54.9 萬 | 0.29% | +29+0.9% | 加碼 |
| Paragon Capital Management Ltd | 3,200 | $55.2 萬 | 0.10% | 00.0% | 不變 |
| Marotta Asset Management | 3,200 | $55.2 萬 | 0.11% | −11−0.3% | 減碼 |
| Talon Private Wealth, LLC | 3,208 | $55.3 萬 | 0.08% | +60+1.9% | 加碼 |
| Michels Family Financial, LLC | 3,216 | $55.4 萬 | 0.47% | −124−3.7% | 減碼 |
| Naples Global Advisors, LLC | 3,217 | $55.5 萬 | 0.05% | +38+1.2% | 加碼 |
| Impact Capital Partners LLC | 3,223 | $55.6 萬 | 0.18% | −281−8.0% | 減碼 |
| Matisse Capital | 3,248 | $56.0 萬 | 0.26% | 00.0% | 不變 |
| Evergreen Wealth Solutions, LLC | 3,249 | $56.0 萬 | 0.34% | +586+22.0% | 加碼 |
| Atomi Financial Group, Inc. | 3,250 | $56.0 萬 | 0.02% | −3,467−51.6% | 減碼 |
| Boit C F David | 3,250 | $56.0 萬 | 0.27% | +1,100+51.2% | 加碼 |
| PDS Planning, Inc | 3,253 | $56.1 萬 | 0.04% | −168−4.9% | 減碼 |
| Chung Wu Investment Group, LLC | 3,260 | $56.2 萬 | 0.59% | −300−8.4% | 減碼 |
| West Family Investments, Inc. | 3,272 | $56.4 萬 | 0.15% | +1,348+70.1% | 加碼 |
| Aventura Private Wealth, LLC | 3,278 | $56.5 萬 | 0.24% | −1,444−30.6% | 減碼 |
| LVZ Advisors, Inc. | 3,280 | $56.6 萬 | 0.07% | 00.0% | 不變 |
| Catalyst Financial Partners LLC | 3,285 | $56.6 萬 | 0.06% | +258+8.5% | 加碼 |
| Miramar Capital, LLC | 3,300 | $56.9 萬 | 0.13% | −275−7.7% | 減碼 |
| Caption Management, LLC | 3,300 | $56.9 萬 | 0.05% | +3,300 | 新進 |
| Walleye Trading LLC | 3,304 | $57.0 萬 | 0.01% | −78,627−96.0% | 減碼 |
| Long Run Wealth Advisors, LLC | 3,319 | $57.2 萬 | 0.12% | +330+11.0% | 加碼 |
| Holderness Investments Co | 3,321 | $57.3 萬 | 0.12% | −40−1.2% | 減碼 |
| Strategic Wealth Partners, Ltd. | 3,332 | $57.4 萬 | 0.05% | +3,332 | 新進 |
| Angeles Wealth Management, LLC | 3,341 | $57.6 萬 | 0.04% | +114+3.5% | 加碼 |
| Florida Financial Advisors, LLC | 3,342 | $57.6 萬 | 0.19% | +719+27.4% | 加碼 |
| Proficio Capital Partners LLC | 3,382 | $58.3 萬 | 0.04% | +870+34.6% | 加碼 |
| Optas, LLC | 3,386 | $58.4 萬 | 0.11% | +104+3.2% | 加碼 |
| Trust Co of Virginia | 3,389 | $58.4 萬 | 0.05% | +3,389 | 新進 |
| Twin City Private Wealth, LLC | 3,392 | $58.5 萬 | 0.48% | +127+3.9% | 加碼 |
| Davis R M Inc | 3,394 | $58.5 萬 | 0.01% | +1,045+44.5% | 加碼 |
| Retirement Planning Co of New England, Inc. | 3,410 | $58.8 萬 | 0.26% | −5−0.1% | 減碼 |
| Clarius Group, LLC | 3,418 | $58.9 萬 | 0.03% | −515−13.1% | 減碼 |
| May Hill Capital, LLC | 3,437 | $59.3 萬 | 0.20% | −90−2.6% | 減碼 |
| Grandfield & Dodd, LLC | 3,446 | $59.4 萬 | 0.03% | 00.0% | 不變 |
| Sargent Investment Group, LLC | 4,434 | $59.4 萬 | 0.08% | −145−3.2% | 減碼 |
| MMBG Investment Advisors Co. | 3,450 | $59.5 萬 | 0.06% | 00.0% | 不變 |
| Cascade Investment Group, Inc. | 3,454 | $59.6 萬 | 0.42% | 00.0% | 不變 |
| Heritage Wealth Advisors | 3,508 | $60.5 萬 | 0.03% | −8−0.2% | 減碼 |
| BSW Wealth Partners | 3,521 | $60.7 萬 | 0.08% | +12+0.3% | 加碼 |
| Bridgewater Advisors Inc. | 4,267 | $60.8 萬 | 0.05% | −64−1.5% | 減碼 |
| Sowell Financial Services LLC | 3,540 | $61.0 萬 | 0.02% | +314+9.7% | 加碼 |
| Citadel Investment Advisory, Inc. | 3,550 | $61.2 萬 | 0.30% | 00.0% | 不變 |
| Edmond de Rothschild Holding S.A. | 3,572 | $61.6 萬 | 0.01% | −1,082−23.2% | 減碼 |
| Carlson Capital L P | 3,600 | $62.1 萬 | 0.35% | +3,600 | 新進 |
| KMG Fiduciary Partners, LLC | 3,653 | $63.0 萬 | 0.05% | 00.0% | 不變 |
| Main Management ETF Advisors, LLC | 3,665 | $63.2 萬 | 0.03% | +60+1.7% | 加碼 |
| Conning Inc. | 3,668 | $63.2 萬 | 0.02% | −1,100−23.1% | 減碼 |
| Hutchinson Financial Advisors, INC | 3,690 | $63.6 萬 | 0.71% | +3,690 | 新進 |
| Ronald Blue Trust, Inc. | 3,711 | $64.0 萬 | 0.01% | −1,250−25.2% | 減碼 |
| GeoWealth Management, LLC | 3,714 | $64.0 萬 | 0.02% | +37+1.0% | 加碼 |
| Guardian Capital LP | 3,733 | $64.4 萬 | 0.02% | +3,733 | 新進 |
| Principal Street Partners, LLC | 3,734 | $64.4 萬 | 0.06% | +89+2.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,737 | $64.4 萬 | 0.03% | −604−13.9% | 減碼 |
| Tritonpoint Wealth, LLC | 3,737 | $64.4 萬 | 0.06% | +1,890+102.3% | 加碼 |
| Accredited Investors Inc. | 3,738 | $64.4 萬 | 0.04% | +1,875+100.6% | 加碼 |
| KFG Wealth Management, LLC | 3,741 | $64.5 萬 | 0.10% | +309+9.0% | 加碼 |
| Hazlett, Burt & Watson, Inc. | 3,738 | $64.5 萬 | 0.26% | +1,720+85.2% | 加碼 |
| Shelton Capital Management | 3,747 | $64.6 萬 | 0.01% | −37−1.0% | 減碼 |
| Persistent Asset Partners Ltd | 3,752 | $64.7 萬 | 0.57% | +3,752 | 新進 |
| Legacy Wealth Asset Management, LLC | 3,777 | $65.1 萬 | 0.17% | +38+1.0% | 加碼 |
| Curated Wealth Partners LLC | 3,796 | $65.4 萬 | 0.08% | +614+19.3% | 加碼 |
| HF Advisory Group, LLC | 3,796 | $65.4 萬 | 0.26% | −66−1.7% | 減碼 |
| Alpha Family Trust | 3,805 | $65.6 萬 | 0.32% | 00.0% | 不變 |
| Axq Capital, LP | 3,810 | $65.7 萬 | 0.21% | −2,625−40.8% | 減碼 |
| Citizens National Bank Trust Department | 3,815 | $65.8 萬 | 0.13% | 00.0% | 不變 |
| Nwam LLC | 4,458 | $66.0 萬 | 0.04% | +4,458 | 新進 |
| Outlook Wealth Advisors, LLC | 3,862 | $66.6 萬 | 0.17% | −4−0.1% | 減碼 |
| Western Financial Corp | 3,868 | $66.7 萬 | 0.36% | +459+13.5% | 加碼 |
| Madrona Financial Services, LLC | 3,893 | $67.1 萬 | 0.16% | +12+0.3% | 加碼 |
| Alberta Investment Management Corp | 3,900 | $67.2 萬 | 0.01% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 3,900 | $67.2 萬 | 0.09% | +79+2.1% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,911 | $67.4 萬 | 0.11% | 00.0% | 不變 |
| Venture Visionary Partners LLC | 3,948 | $68.1 萬 | 0.03% | +1,511+62.0% | 加碼 |
| ISAM Funds (UK) Ltd | 3,950 | $68.1 萬 | 0.15% | +3,950 | 新進 |
| Plan A Wealth LLC | 3,958 | $68.2 萬 | 0.39% | +2,135+117.1% | 加碼 |
| RBF Capital, LLC | 4,000 | $69.0 萬 | 0.03% | 00.0% | 不變 |
| Roehl & Yi Investment Advisors, LLC | 4,003 | $69.0 萬 | 0.35% | −73−1.8% | 減碼 |
| Vista Capital Partners, Inc. | 4,026 | $69.4 萬 | 0.08% | −10−0.2% | 減碼 |
| Farringdon Capital, Ltd. | 4,031 | $69.5 萬 | 0.23% | +4,031 | 新進 |
| MONECO Advisors, LLC | 4,039 | $69.6 萬 | 0.06% | +113+2.9% | 加碼 |
| Checchi Capital Advisers, LLC | 4,046 | $69.8 萬 | 0.05% | +19+0.5% | 加碼 |
| Bridgefront Capital, LLC | 4,051 | $69.8 萬 | 0.19% | +4,051 | 新進 |
| Chesapeake Wealth Management | 4,055 | $69.9 萬 | 0.23% | −113−2.7% | 減碼 |
| Aurora Investment Counsel | 4,060 | $70.0 萬 | 0.37% | −74−1.8% | 減碼 |
| Maven Securities LTD | 4,076 | $70.3 萬 | 0.18% | +4,076 | 新進 |
| Savvy Advisors, Inc. | 4,098 | $70.7 萬 | 0.05% | +1,179+40.4% | 加碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,100 | $70.7 萬 | 0.37% | +3,600+720.0% | 加碼 |
| Prasad Wealth Partners, LLC | 4,149 | $71.5 萬 | 0.21% | −80−1.9% | 減碼 |
| Central Bank & Trust Co | 4,149 | $71.5 萬 | 0.12% | +78+1.9% | 加碼 |