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 |
|---|---|---|---|---|---|
| Shepherd Financial Partners LLC | 5,652 | $97.4 萬 | 0.10% | 00.0% | 不變 |
| David Loasby | 7,238 | $98.0 萬 | 0.08% | +356+5.2% | 加碼 |
| Dynamic Advisor Solutions LLC | 5,703 | $98.3 萬 | 0.03% | +495+9.5% | 加碼 |
| Copperwynd Financial, LLC | 5,736 | $98.9 萬 | 0.25% | +39+0.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 5,760 | $99.3 萬 | 0.06% | +5,760 | 新進 |
| Community Bank, N.A. | 5,788 | $99.8 萬 | 0.13% | +5,788 | 新進 |
| Boston Common Asset Management, LLC | 5,804 | $100.1 萬 | 0.03% | 00.0% | 不變 |
| Eqis Capital Management, Inc. | 5,813 | $100.2 萬 | 0.08% | +330+6.0% | 加碼 |
| Jump Financial, LLC | 5,825 | $100.4 萬 | 0.01% | +5,825 | 新進 |
| Argonautica Private Wealth Management, Inc | 5,842 | $100.7 萬 | 0.32% | −7−0.1% | 減碼 |
| Inceptionr LLC | 5,895 | $101.6 萬 | 0.24% | −2,478−29.6% | 減碼 |
| Burling Wealth Partners, LLC | 5,904 | $101.8 萬 | 0.19% | −849−12.6% | 減碼 |
| Frank, Rimerman Advisors LLC | 5,952 | $102.6 萬 | 0.07% | −2,375−28.5% | 減碼 |
| Chicago Trust Co NA | 5,960 | $102.8 萬 | 0.14% | −66−1.1% | 減碼 |
| Stonebrook Private Inc. | 5,962 | $102.8 萬 | 0.24% | −126−2.1% | 減碼 |
| Drake & Associates, LLC | 5,969 | $102.9 萬 | 0.25% | +1,363+29.6% | 加碼 |
| Perkins Coie Trust Co | 5,990 | $103.3 萬 | 0.18% | −7−0.1% | 減碼 |
| Valeo Financial Advisors, LLC | 5,992 | $103.3 萬 | 0.03% | −753−11.2% | 減碼 |
| Settian Capital LP | 6,000 | $103.4 萬 | 0.73% | 00.0% | 不變 |
| Deltec Asset Management LLC | 6,000 | $103.4 萬 | 0.18% | +6,000 | 新進 |
| Arcataur Capital Management LLC | 6,037 | $104.1 萬 | 0.33% | −5−0.1% | 減碼 |
| Syon Capital LLC | 6,040 | $104.1 萬 | 0.07% | −262−4.2% | 減碼 |
| 1st Source Bank | 6,044 | $104.2 萬 | 0.06% | +1,343+28.6% | 加碼 |
| Soltis Investment Advisors LLC | 6,048 | $104.3 萬 | 0.08% | −17,426−74.2% | 減碼 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 6,100 | $105.2 萬 | 0.04% | +1,200+24.5% | 加碼 |
| Gould Capital, LLC | 6,182 | $106.6 萬 | 0.71% | +8+0.1% | 加碼 |
| Financial Advocates Investment Management | 6,187 | $106.7 萬 | 0.09% | −211−3.3% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 6,208 | $107.0 萬 | 0.03% | −1,096−15.0% | 減碼 |
| BankPlus Trust Department | 6,220 | $107.2 萬 | 0.32% | −583−8.6% | 減碼 |
| Prentiss Smith & Co Inc | 6,272 | $108.1 萬 | 0.64% | +312+5.2% | 加碼 |
| United Community Bank | 6,300 | $108.6 萬 | 0.37% | +640+11.3% | 加碼 |
| Boston Trust Walden Corp | 6,338 | $109.3 萬 | 0.01% | 00.0% | 不變 |
| China Universal Asset Management Co., Ltd. | 6,350 | $109.5 萬 | 0.10% | −15,200−70.5% | 減碼 |
| NorthRock Partners, LLC | 6,386 | $110.1 萬 | 0.03% | +17+0.3% | 加碼 |
| Wedmont Private Capital | 6,450 | $110.3 萬 | 0.05% | −439−6.4% | 減碼 |
| CoreFirst Bank & Trust | 6,400 | $110.3 萬 | 0.62% | 00.0% | 不變 |
| Tectonic Advisors LLC | 6,430 | $110.9 萬 | 0.06% | +502+8.5% | 加碼 |
| Kingsview Wealth Management, LLC | 6,431 | $110.9 萬 | 0.02% | +213+3.4% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 6,475 | $111.6 萬 | 0.05% | +482+8.0% | 加碼 |
| AAFMAA Wealth Management & Trust LLC | 6,485 | $111.8 萬 | 0.46% | −729−10.1% | 減碼 |
| Yarbrough Capital, LLC | 6,499 | $112.0 萬 | 0.04% | 00.0% | 不變 |
| Keeler Thomas Management LLC | 6,551 | $112.9 萬 | 0.49% | −12,072−64.8% | 減碼 |
| Centurion Wealth Management LLC | 6,564 | $113.2 萬 | 0.32% | −1,801−21.5% | 減碼 |
| Trust Asset Management LLC | 6,571 | $113.3 萬 | 0.08% | 00.0% | 不變 |
| Whittier Trust Co | 6,613 | $114.0 萬 | 0.01% | +3,300+99.6% | 加碼 |
| Meritage Portfolio Management | 6,650 | $114.7 萬 | 0.07% | 00.0% | 不變 |
| Cheviot Value Management, LLC | 8,636 | $115.1 萬 | 0.13% | +576+7.1% | 加碼 |
| Hengehold Capital Management LLC | 6,697 | $115.5 萬 | 0.11% | +221+3.4% | 加碼 |
| Smith, Moore & Co. | 6,743 | $116.3 萬 | 0.10% | −344−4.9% | 減碼 |
| Sky Investment Group LLC | 6,749 | $116.4 萬 | 0.20% | +1,780+35.8% | 加碼 |
| Wayfinding Financial, LLC | 8,578 | $116.7 萬 | 0.52% | −258−2.9% | 減碼 |
| Empower Advisory Group, LLC | 6,774 | $116.8 萬 | 0.00% | +188+2.9% | 加碼 |
| SkyView Investment Advisors, LLC | 6,797 | $117.1 萬 | 0.17% | −71−1.0% | 減碼 |
| National Asset Management, Inc. | 6,806 | $117.3 萬 | 0.06% | +2,281+50.4% | 加碼 |
| Trust Co of Vermont | 6,807 | $117.4 萬 | 0.06% | −105−1.5% | 減碼 |
| HBK Sorce Advisory LLC | 6,812 | $117.4 萬 | 0.03% | −198−2.8% | 減碼 |
| Bartlett & Co. Wealth Management LLC | 6,824 | $117.7 萬 | 0.02% | −99−1.4% | 減碼 |
| Anchor Capital Advisors LLC | 6,829 | $117.7 萬 | 0.03% | −140−2.0% | 減碼 |
| Transcend Wealth Collective, LLC | 6,836 | $117.9 萬 | 0.09% | −3,839−36.0% | 減碼 |
| Lecap Asset Management Ltd | 6,873 | $118.5 萬 | 0.42% | +6,873 | 新進 |
| Maia Wealth LLC | 6,875 | $118.5 萬 | 0.23% | −439−6.0% | 減碼 |
| Legacy Trust | 6,876 | $118.5 萬 | 0.29% | −20−0.3% | 減碼 |
| Quest Partners LLC | 6,891 | $118.8 萬 | 0.12% | +2,413+53.9% | 加碼 |
| Court Place Advisors, LLC | 6,900 | $119.0 萬 | 0.37% | −265−3.7% | 減碼 |
| Sender Co & Partners, Inc. | 6,931 | $119.5 萬 | 0.34% | +6,931 | 新進 |
| Dean Investment Associates, LLC | 6,976 | $120.3 萬 | 0.18% | +546+8.5% | 加碼 |
| Dogwood Wealth Management LLC | 7,058 | $120.3 萬 | 0.59% | +343+5.1% | 加碼 |
| Great Diamond Partners, LLC | 7,019 | $121.0 萬 | 0.26% | +7,019 | 新進 |
| Voya Financial Advisors, Inc. | 7,045 | $121.4 萬 | 0.12% | +436+6.6% | 加碼 |
| Moloney Securities Asset Management, LLC | 7,042 | $121.4 萬 | 0.15% | −645−8.4% | 減碼 |
| Renasant Bank | 7,069 | $121.9 萬 | 0.81% | +2,764+64.2% | 加碼 |
| J.W. Cole Advisors, Inc. | 7,083 | $122.1 萬 | 0.03% | +763+12.1% | 加碼 |
| Purkiss Capital Advisors LLC | 7,115 | $122.7 萬 | 0.68% | 00.0% | 不變 |
| Lebenthal Global Advisors, LLC | 7,130 | $122.9 萬 | 0.23% | −204−2.8% | 減碼 |
| Pacific Point Advisors, LLC | 7,151 | $123.3 萬 | 0.67% | +434+6.5% | 加碼 |
| 17 Capital Partners, LLC | 7,173 | $123.7 萬 | 0.71% | −340−4.5% | 減碼 |
| Wesbanco Bank Inc | 7,181 | $123.8 萬 | 0.04% | −499−6.5% | 減碼 |
| Legend Financial Advisors, Inc. | 7,208 | $124.3 萬 | 0.83% | 00.0% | 不變 |
| Ridgepath Capital Management LLC | 7,233 | $124.7 萬 | 0.57% | +485+7.2% | 加碼 |
| Veracity Capital LLC | 7,248 | $125.0 萬 | 0.43% | +1,292+21.7% | 加碼 |
| Warren Averett Asset Management, LLC | 7,294 | $125.8 萬 | 0.01% | −607−7.7% | 減碼 |
| Spinnaker Trust | 7,296 | $125.8 萬 | 0.08% | 00.0% | 不變 |
| Leo Wealth, LLC | 7,344 | $126.6 萬 | 0.10% | +7,344 | 新進 |
| Mill Creek Capital Advisors, LLC | 7,408 | $127.7 萬 | 0.03% | 00.0% | 不變 |
| Level Four Advisory Services, LLC | 7,410 | $127.8 萬 | 0.05% | +264+3.7% | 加碼 |
| Mystic Asset Management, Inc. | 7,425 | $128.0 萬 | 0.31% | +200+2.8% | 加碼 |
| Eukles Asset Management | 7,476 | $128.9 萬 | 0.53% | +130+1.8% | 加碼 |
| SRS Capital Advisors, Inc. | 7,364 | $129.5 萬 | 0.06% | +253+3.6% | 加碼 |
| Radnor Capital Management, LLC | 7,524 | $129.7 萬 | 0.21% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 7,525 | $129.7 萬 | 0.02% | −310−4.0% | 減碼 |
| Patriot Financial Group Insurance Agency, LLC | 7,616 | $131.3 萬 | 0.15% | +942+14.1% | 加碼 |
| CWA Asset Management Group, LLC | 7,617 | $131.3 萬 | 0.06% | −1,220−13.8% | 減碼 |
| Intelligence Driven Advisers, LLC | 7,676 | $132.3 萬 | 0.20% | −60−0.8% | 減碼 |
| Legato Capital Management LLC | 7,676 | $132.3 萬 | 0.16% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 7,691 | $132.5 萬 | 0.12% | −1,391−15.3% | 減碼 |
| First Nebraska Trust Co | 7,735 | $133.4 萬 | 0.13% | 00.0% | 不變 |
| Ritholtz Wealth Management | 7,737 | $133.4 萬 | 0.03% | +810+11.7% | 加碼 |
| MorganRosel Wealth Management, LLC | 7,741 | $133.5 萬 | 0.36% | +7,699+18,331.0% | 加碼 |
| Beacon Bridge Wealth Partners, LLC | 7,752 | $133.7 萬 | 0.53% | −10−0.1% | 減碼 |
| Profund Advisors LLC | 7,795 | $134.4 萬 | 0.05% | −329−4.0% | 減碼 |