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 |
|---|---|---|---|---|---|
| Intellectus Partners, LLC | 4,156 | $71.7 萬 | 0.15% | +318+8.3% | 加碼 |
| AE Wealth Management LLC | 4,158 | $71.7 萬 | 0.01% | +42+1.0% | 加碼 |
| Confluence Wealth Services, Inc. | 4,160 | $71.7 萬 | 0.04% | +9+0.2% | 加碼 |
| St Germain D J Co Inc | 4,161 | $71.7 萬 | 0.03% | −63−1.5% | 減碼 |
| Net Worth Advisory Group | 4,199 | $72.4 萬 | 0.16% | +44+1.1% | 加碼 |
| Parkside Financial Bank & Trust | 4,200 | $72.4 萬 | 0.08% | +28+0.7% | 加碼 |
| Aspire Private Capital, LLC | 4,206 | $72.5 萬 | 0.17% | +105+2.6% | 加碼 |
| Crux Wealth Advisors | 4,226 | $72.9 萬 | 0.31% | +48+1.1% | 加碼 |
| Hilltop Holdings Inc. | 4,233 | $73.0 萬 | 0.05% | −679−13.8% | 減碼 |
| Balyasny Asset Management LLC | 4,233 | $73.0 萬 | 0.00% | +720+20.5% | 加碼 |
| Howard Capital Management Inc. | 4,248 | $73.2 萬 | 0.01% | +765+22.0% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 4,260 | $73.5 萬 | 0.00% | +397+10.3% | 加碼 |
| LMR Partners LLP | 4,265 | $73.5 萬 | 0.01% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 4,280 | $73.8 萬 | 0.15% | 00.0% | 不變 |
| Stonebridge Capital Advisors LLC | 4,318 | $74.4 萬 | 0.06% | +98+2.3% | 加碼 |
| Clear Harbor Asset Management, LLC | 4,350 | $75.0 萬 | 0.06% | +37+0.9% | 加碼 |
| Vestor Capital, LLC | 19,994 | $75.0 萬 | 0.07% | −111,468−84.8% | 減碼 |
| Rehmann Capital Advisory Group | 4,365 | $75.3 萬 | 0.05% | −65−1.5% | 減碼 |
| Cornercap Investment Counsel Inc | 4,401 | $75.9 萬 | 0.40% | +4,401 | 新進 |
| Ipsen Advisor Group LLC | 4,402 | $75.9 萬 | 0.58% | +4,402 | 新進 |
| Copperleaf Capital, LLC | 4,423 | $76.3 萬 | 0.39% | −21−0.5% | 減碼 |
| Moody Lynn & Lieberson, LLC | 4,424 | $76.3 萬 | 0.04% | +39+0.9% | 加碼 |
| Magnolia Capital Advisors LLC | 4,439 | $76.5 萬 | 0.19% | −138−3.0% | 減碼 |
| Caldwell Trust Co | 4,445 | $76.6 萬 | 0.08% | +175+4.1% | 加碼 |
| Okabena Investment Services Inc | 4,448 | $76.7 萬 | 0.17% | −1,552−25.9% | 減碼 |
| Employees Retirement System of Texas | 4,451 | $76.7 萬 | 0.01% | +4,451 | 新進 |
| RIA Advisory Group LLC | 4,478 | $77.2 萬 | 0.23% | −1,748−28.1% | 減碼 |
| Forbes J M & Co LLP | 4,483 | $77.3 萬 | 0.07% | −583−11.5% | 減碼 |
| Roberts Glore & Co Inc | 4,504 | $77.7 萬 | 0.23% | +185+4.3% | 加碼 |
| Ellis Investment Partners, LLC | 4,507 | $77.7 萬 | 0.15% | −38−0.8% | 減碼 |
| Fairtree Asset Management (Pty) Ltd | 4,565 | $78.7 萬 | 0.59% | +4,565 | 新進 |
| Raiffeisen Bank International AG | 4,622 | $78.7 萬 | 0.01% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 4,568 | $78.8 萬 | 0.06% | +619+15.7% | 加碼 |
| Journey Advisory Group, LLC | 4,576 | $78.9 萬 | 0.06% | −118−2.5% | 減碼 |
| Abacus Wealth Partners, LLC | 4,606 | $79.4 萬 | 0.12% | +72+1.6% | 加碼 |
| Leonteq Securities AG | 4,612 | $79.5 萬 | 0.05% | −503−9.8% | 減碼 |
| IFC Advisors LLC | 4,615 | $79.6 萬 | 0.15% | −107−2.3% | 減碼 |
| Ellevest, Inc. | 4,617 | $79.6 萬 | 0.13% | +129+2.9% | 加碼 |
| Westbourne Investment Advisors, Inc. | 4,634 | $79.9 萬 | 0.24% | −181−3.8% | 減碼 |
| Optimum Investment Advisors | 4,640 | $80.0 萬 | 0.35% | +25+0.5% | 加碼 |
| Meridian Wealth Management, LLC | 4,728 | $81.5 萬 | 0.03% | −56−1.2% | 減碼 |
| One Wealth Advisors, LLC | 4,729 | $81.5 萬 | 0.11% | +21+0.4% | 加碼 |
| Crumly & Associates Inc. | 4,785 | $82.5 萬 | 0.20% | +172+3.7% | 加碼 |
| Principle Wealth Partners LLC | 4,792 | $82.6 萬 | 0.05% | +29+0.6% | 加碼 |
| VeraBank, N.A. | 4,795 | $82.7 萬 | 0.17% | −650−11.9% | 減碼 |
| Beacon Pointe Advisors, LLC | 4,819 | $83.1 萬 | 0.01% | −488−9.2% | 減碼 |
| Simmons Bank | 4,829 | $83.3 萬 | 0.06% | +1,718+55.2% | 加碼 |
| GPS Wealth Strategies Group, LLC | 4,839 | $83.4 萬 | 0.10% | +245+5.3% | 加碼 |
| Avestar Capital, LLC | 4,844 | $83.5 萬 | 0.06% | +674+16.2% | 加碼 |
| Sandy Cove Advisors, LLC | 4,847 | $83.6 萬 | 0.30% | −121−2.4% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 4,859 | $83.8 萬 | 0.02% | −207−4.1% | 減碼 |
| Neumann Capital Management, LLC | 4,890 | $84.3 萬 | 0.27% | 00.0% | 不變 |
| Atria Wealth Solutions, Inc. | 4,897 | $84.4 萬 | 0.02% | −11,578−70.3% | 減碼 |
| Everhart Financial Group, Inc. | 4,957 | $85.5 萬 | 0.10% | −327−6.2% | 減碼 |
| GM Advisory Group, Inc. | 4,980 | $85.9 萬 | 0.04% | +36+0.7% | 加碼 |
| Washington Trust Co | 4,997 | $86.2 萬 | 0.03% | −1,196−19.3% | 減碼 |
| Bamco Inc | 5,000 | $86.2 萬 | 0.00% | −8,000−61.5% | 減碼 |
| Townsend Asset Management Corp | 5,004 | $86.3 萬 | 0.31% | 00.0% | 不變 |
| Beacon Financial Group | 5,019 | $86.5 萬 | 0.09% | +152+3.1% | 加碼 |
| Clear Creek Financial Management, LLC | 5,027 | $86.7 萬 | 0.08% | −2,107−29.5% | 減碼 |
| LGT Fund Management Co Ltd. | 5,043 | $86.9 萬 | 0.08% | +5,043 | 新進 |
| Capital Investment Advisors, LLC | 5,073 | $87.5 萬 | 0.02% | −36−0.7% | 減碼 |
| Nicolet Bankshares Inc | 5,076 | $87.5 萬 | 0.15% | +207+4.3% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 5,094 | $87.8 萬 | 0.20% | +5,094 | 新進 |
| Clark Asset Management, LLC | 5,130 | $88.4 萬 | 0.12% | +4,050+375.0% | 加碼 |
| Baker Avenue Asset Management, LP | 5,130 | $88.5 萬 | 0.03% | +140+2.8% | 加碼 |
| Hilton Capital Management, LLC | 5,145 | $88.7 萬 | 0.07% | +340+7.1% | 加碼 |
| Commerzbank Aktiengesellschaft | 5,149 | $88.8 萬 | 0.02% | +455+9.7% | 加碼 |
| Aspire Growth Partners LLC | 5,152 | $88.8 萬 | 0.73% | −240−4.5% | 減碼 |
| Achmea Investment Management B.V. | 5,178 | $89.3 萬 | 0.01% | −162,178−96.9% | 減碼 |
| Arete Wealth Advisors, LLC | 5,193 | $89.5 萬 | 0.06% | +3,405+190.4% | 加碼 |
| New England Research & Management, Inc. | 5,195 | $89.6 萬 | 0.43% | +4,074+363.4% | 加碼 |
| Gamco Investors, Inc. Et Al | 5,200 | $89.7 萬 | 0.01% | +350+7.2% | 加碼 |
| Certified Advisory Corp | 5,211 | $89.8 萬 | 0.09% | +10+0.2% | 加碼 |
| Legacy Financial Advisors, Inc. | 5,224 | $90.1 萬 | 0.14% | +2,987+133.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 5,233 | $90.2 萬 | 0.03% | −187−3.5% | 減碼 |
| Scientech Research LLC | 5,233 | $90.2 萬 | 0.22% | +2,965+130.7% | 加碼 |
| LVM Capital Management Ltd | 5,250 | $90.5 萬 | 0.09% | −150−2.8% | 減碼 |
| Forum Financial Management, LP | 5,273 | $90.9 萬 | 0.01% | −15−0.3% | 減碼 |
| Gen-Wealth Partners Inc | 5,301 | $91.4 萬 | 0.35% | +864+19.5% | 加碼 |
| Drive Wealth Management, LLC | 5,311 | $91.6 萬 | 0.20% | −347−6.1% | 減碼 |
| Prelude Capital Management, LLC | 5,334 | $92.0 萬 | 0.09% | −1,586−22.9% | 減碼 |
| Advisors Capital Management, LLC | 5,352 | $92.3 萬 | 0.01% | +790+17.3% | 加碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 5,400 | $93.1 萬 | 0.37% | +5,305+5,584.2% | 加碼 |
| Modera Wealth Management, LLC | 5,402 | $93.1 萬 | 0.01% | −42−0.8% | 減碼 |
| US Asset Management LLC | 5,406 | $93.2 萬 | 0.81% | 00.0% | 不變 |
| Cigna Investments Inc | 5,421 | $93.5 萬 | 0.16% | −294−5.1% | 減碼 |
| Parsons Capital Management Inc | 5,435 | $93.7 萬 | 0.06% | −20−0.4% | 減碼 |
| Promethium Advisors,llc | 5,450 | $94.0 萬 | 0.57% | +2,450+81.7% | 加碼 |
| Great Lakes Advisors, LLC | 5,452 | $94.0 萬 | 0.01% | −5,209−48.9% | 減碼 |
| Sompo Asset Management Co., Ltd. | 5,470 | $94.3 萬 | 0.16% | +1,530+38.8% | 加碼 |
| Semmax Financial Advisors Inc. | 7,121 | $94.9 萬 | 0.24% | +1,160+19.5% | 加碼 |
| Allred Capital Management, LLC | 5,549 | $95.7 萬 | 0.36% | +174+3.2% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 5,552 | $95.7 萬 | 0.53% | +389+7.5% | 加碼 |
| Evergreen Capital Management LLC | 5,558 | $95.8 萬 | 0.03% | −152−2.7% | 減碼 |
| Neo Ivy Capital Management | 5,588 | $96.3 萬 | 0.31% | +5,588 | 新進 |
| Bridgeway Capital Management, LLC | 5,590 | $96.4 萬 | 0.02% | −100−1.8% | 減碼 |
| Cape Investment Advisory, Inc. | 5,616 | $96.8 萬 | 0.35% | +827+17.3% | 加碼 |
| Mutual Advisors, LLC | 6,835 | $97.1 萬 | 0.02% | +1,129+19.8% | 加碼 |
| Regal Investment Advisors LLC | 5,644 | $97.3 萬 | 0.07% | +951+20.3% | 加碼 |