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 |
|---|---|---|---|---|---|
| GPS Wealth Strategies Group, LLC | 4,839 | $83.4 萬 | 0.10% | +245+5.3% | 加碼 |
| Simmons Bank | 4,829 | $83.3 萬 | 0.06% | +1,718+55.2% | 加碼 |
| Beacon Pointe Advisors, LLC | 4,819 | $83.1 萬 | 0.01% | −488−9.2% | 減碼 |
| VeraBank, N.A. | 4,795 | $82.7 萬 | 0.17% | −650−11.9% | 減碼 |
| Principle Wealth Partners LLC | 4,792 | $82.6 萬 | 0.05% | +29+0.6% | 加碼 |
| Crumly & Associates Inc. | 4,785 | $82.5 萬 | 0.20% | +172+3.7% | 加碼 |
| One Wealth Advisors, LLC | 4,729 | $81.5 萬 | 0.11% | +21+0.4% | 加碼 |
| Meridian Wealth Management, LLC | 4,728 | $81.5 萬 | 0.03% | −56−1.2% | 減碼 |
| Optimum Investment Advisors | 4,640 | $80.0 萬 | 0.35% | +25+0.5% | 加碼 |
| Westbourne Investment Advisors, Inc. | 4,634 | $79.9 萬 | 0.24% | −181−3.8% | 減碼 |
| Ellevest, Inc. | 4,617 | $79.6 萬 | 0.13% | +129+2.9% | 加碼 |
| IFC Advisors LLC | 4,615 | $79.6 萬 | 0.15% | −107−2.3% | 減碼 |
| Leonteq Securities AG | 4,612 | $79.5 萬 | 0.05% | −503−9.8% | 減碼 |
| Abacus Wealth Partners, LLC | 4,606 | $79.4 萬 | 0.12% | +72+1.6% | 加碼 |
| Journey Advisory Group, LLC | 4,576 | $78.9 萬 | 0.06% | −118−2.5% | 減碼 |
| Mount Yale Investment Advisors, LLC | 4,568 | $78.8 萬 | 0.06% | +619+15.7% | 加碼 |
| Raiffeisen Bank International AG | 4,622 | $78.7 萬 | 0.01% | 00.0% | 不變 |
| Fairtree Asset Management (Pty) Ltd | 4,565 | $78.7 萬 | 0.59% | +4,565 | 新進 |
| Ellis Investment Partners, LLC | 4,507 | $77.7 萬 | 0.15% | −38−0.8% | 減碼 |
| Roberts Glore & Co Inc | 4,504 | $77.7 萬 | 0.23% | +185+4.3% | 加碼 |
| Forbes J M & Co LLP | 4,483 | $77.3 萬 | 0.07% | −583−11.5% | 減碼 |
| RIA Advisory Group LLC | 4,478 | $77.2 萬 | 0.23% | −1,748−28.1% | 減碼 |
| Employees Retirement System of Texas | 4,451 | $76.7 萬 | 0.01% | +4,451 | 新進 |
| Okabena Investment Services Inc | 4,448 | $76.7 萬 | 0.17% | −1,552−25.9% | 減碼 |
| Caldwell Trust Co | 4,445 | $76.6 萬 | 0.08% | +175+4.1% | 加碼 |
| Magnolia Capital Advisors LLC | 4,439 | $76.5 萬 | 0.19% | −138−3.0% | 減碼 |
| Moody Lynn & Lieberson, LLC | 4,424 | $76.3 萬 | 0.04% | +39+0.9% | 加碼 |
| Copperleaf Capital, LLC | 4,423 | $76.3 萬 | 0.39% | −21−0.5% | 減碼 |
| Ipsen Advisor Group LLC | 4,402 | $75.9 萬 | 0.58% | +4,402 | 新進 |
| Cornercap Investment Counsel Inc | 4,401 | $75.9 萬 | 0.40% | +4,401 | 新進 |
| Rehmann Capital Advisory Group | 4,365 | $75.3 萬 | 0.05% | −65−1.5% | 減碼 |
| Vestor Capital, LLC | 19,994 | $75.0 萬 | 0.07% | −111,468−84.8% | 減碼 |
| Clear Harbor Asset Management, LLC | 4,350 | $75.0 萬 | 0.06% | +37+0.9% | 加碼 |
| Stonebridge Capital Advisors LLC | 4,318 | $74.4 萬 | 0.06% | +98+2.3% | 加碼 |
| First National Bank & Trust Co of Newtown | 4,280 | $73.8 萬 | 0.15% | 00.0% | 不變 |
| LMR Partners LLP | 4,265 | $73.5 萬 | 0.01% | 00.0% | 不變 |
| T. Rowe Price Investment Management, Inc. | 4,260 | $73.5 萬 | 0.00% | +397+10.3% | 加碼 |
| Howard Capital Management Inc. | 4,248 | $73.2 萬 | 0.01% | +765+22.0% | 加碼 |
| Balyasny Asset Management LLC | 4,233 | $73.0 萬 | 0.00% | +720+20.5% | 加碼 |
| Hilltop Holdings Inc. | 4,233 | $73.0 萬 | 0.05% | −679−13.8% | 減碼 |
| Crux Wealth Advisors | 4,226 | $72.9 萬 | 0.31% | +48+1.1% | 加碼 |
| Aspire Private Capital, LLC | 4,206 | $72.5 萬 | 0.17% | +105+2.6% | 加碼 |
| Parkside Financial Bank & Trust | 4,200 | $72.4 萬 | 0.08% | +28+0.7% | 加碼 |
| Net Worth Advisory Group | 4,199 | $72.4 萬 | 0.16% | +44+1.1% | 加碼 |
| St Germain D J Co Inc | 4,161 | $71.7 萬 | 0.03% | −63−1.5% | 減碼 |
| Confluence Wealth Services, Inc. | 4,160 | $71.7 萬 | 0.04% | +9+0.2% | 加碼 |
| AE Wealth Management LLC | 4,158 | $71.7 萬 | 0.01% | +42+1.0% | 加碼 |
| Intellectus Partners, LLC | 4,156 | $71.7 萬 | 0.15% | +318+8.3% | 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 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,100 | $70.7 萬 | 0.37% | +3,600+720.0% | 加碼 |
| Savvy Advisors, Inc. | 4,098 | $70.7 萬 | 0.05% | +1,179+40.4% | 加碼 |
| Maven Securities LTD | 4,076 | $70.3 萬 | 0.18% | +4,076 | 新進 |
| Aurora Investment Counsel | 4,060 | $70.0 萬 | 0.37% | −74−1.8% | 減碼 |
| Chesapeake Wealth Management | 4,055 | $69.9 萬 | 0.23% | −113−2.7% | 減碼 |
| Bridgefront Capital, LLC | 4,051 | $69.8 萬 | 0.19% | +4,051 | 新進 |
| Checchi Capital Advisers, LLC | 4,046 | $69.8 萬 | 0.05% | +19+0.5% | 加碼 |
| MONECO Advisors, LLC | 4,039 | $69.6 萬 | 0.06% | +113+2.9% | 加碼 |
| Farringdon Capital, Ltd. | 4,031 | $69.5 萬 | 0.23% | +4,031 | 新進 |
| Vista Capital Partners, Inc. | 4,026 | $69.4 萬 | 0.08% | −10−0.2% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 4,003 | $69.0 萬 | 0.35% | −73−1.8% | 減碼 |
| RBF Capital, LLC | 4,000 | $69.0 萬 | 0.03% | 00.0% | 不變 |
| Plan A Wealth LLC | 3,958 | $68.2 萬 | 0.39% | +2,135+117.1% | 加碼 |
| ISAM Funds (UK) Ltd | 3,950 | $68.1 萬 | 0.15% | +3,950 | 新進 |
| Venture Visionary Partners LLC | 3,948 | $68.1 萬 | 0.03% | +1,511+62.0% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 3,911 | $67.4 萬 | 0.11% | 00.0% | 不變 |
| 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 |
| Madrona Financial Services, LLC | 3,893 | $67.1 萬 | 0.16% | +12+0.3% | 加碼 |
| Western Financial Corp | 3,868 | $66.7 萬 | 0.36% | +459+13.5% | 加碼 |
| Outlook Wealth Advisors, LLC | 3,862 | $66.6 萬 | 0.17% | −4−0.1% | 減碼 |
| Nwam LLC | 4,458 | $66.0 萬 | 0.04% | +4,458 | 新進 |
| Citizens National Bank Trust Department | 3,815 | $65.8 萬 | 0.13% | 00.0% | 不變 |
| Axq Capital, LP | 3,810 | $65.7 萬 | 0.21% | −2,625−40.8% | 減碼 |
| Alpha Family Trust | 3,805 | $65.6 萬 | 0.32% | 00.0% | 不變 |
| HF Advisory Group, LLC | 3,796 | $65.4 萬 | 0.26% | −66−1.7% | 減碼 |
| Curated Wealth Partners LLC | 3,796 | $65.4 萬 | 0.08% | +614+19.3% | 加碼 |
| Legacy Wealth Asset Management, LLC | 3,777 | $65.1 萬 | 0.17% | +38+1.0% | 加碼 |
| Persistent Asset Partners Ltd | 3,752 | $64.7 萬 | 0.57% | +3,752 | 新進 |
| Shelton Capital Management | 3,747 | $64.6 萬 | 0.01% | −37−1.0% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 3,738 | $64.5 萬 | 0.26% | +1,720+85.2% | 加碼 |
| KFG Wealth Management, LLC | 3,741 | $64.5 萬 | 0.10% | +309+9.0% | 加碼 |
| Accredited Investors Inc. | 3,738 | $64.4 萬 | 0.04% | +1,875+100.6% | 加碼 |
| Tritonpoint Wealth, LLC | 3,737 | $64.4 萬 | 0.06% | +1,890+102.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 3,737 | $64.4 萬 | 0.03% | −604−13.9% | 減碼 |
| Principal Street Partners, LLC | 3,734 | $64.4 萬 | 0.06% | +89+2.4% | 加碼 |
| Guardian Capital LP | 3,733 | $64.4 萬 | 0.02% | +3,733 | 新進 |
| GeoWealth Management, LLC | 3,714 | $64.0 萬 | 0.02% | +37+1.0% | 加碼 |
| Ronald Blue Trust, Inc. | 3,711 | $64.0 萬 | 0.01% | −1,250−25.2% | 減碼 |
| Hutchinson Financial Advisors, INC | 3,690 | $63.6 萬 | 0.71% | +3,690 | 新進 |
| Conning Inc. | 3,668 | $63.2 萬 | 0.02% | −1,100−23.1% | 減碼 |
| Main Management ETF Advisors, LLC | 3,665 | $63.2 萬 | 0.03% | +60+1.7% | 加碼 |
| KMG Fiduciary Partners, LLC | 3,653 | $63.0 萬 | 0.05% | 00.0% | 不變 |
| Carlson Capital L P | 3,600 | $62.1 萬 | 0.35% | +3,600 | 新進 |
| Edmond de Rothschild Holding S.A. | 3,572 | $61.6 萬 | 0.01% | −1,082−23.2% | 減碼 |
| Citadel Investment Advisory, Inc. | 3,550 | $61.2 萬 | 0.30% | 00.0% | 不變 |
| Sowell Financial Services LLC | 3,540 | $61.0 萬 | 0.02% | +314+9.7% | 加碼 |
| Bridgewater Advisors Inc. | 4,267 | $60.8 萬 | 0.05% | −64−1.5% | 減碼 |
| BSW Wealth Partners | 3,521 | $60.7 萬 | 0.08% | +12+0.3% | 加碼 |
| Heritage Wealth Advisors | 3,508 | $60.5 萬 | 0.03% | −8−0.2% | 減碼 |