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 3 季 13F 持有人
Fiserv Inc 在 2025/9/30 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
- 1,736
- 較 2025 年第 2 季 −84 家
- 持有股數
- 4.83 億
- 較 2025 年第 2 季 +35.7 萬 (+0.1%)
- 總市值
- $622.1 億
- 較 2025 年第 2 季 −$209.5 億 (−25.2%)
- 新進機構
- 170
- 另有 653 家加碼
- 清倉機構
- 254
- 另有 689 家減碼
另有 28 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Perpetual Ltd | 3,517 | $45.3 萬 | 0.01% | +3,517 | 新進 |
| Clear Creek Financial Management, LLC | 3,513 | $45.3 萬 | 0.04% | −1,514−30.1% | 減碼 |
| Guardian Capital LP | 3,486 | $44.9 萬 | 0.01% | −247−6.6% | 減碼 |
| Heritage Wealth Advisors | 3,459 | $44.6 萬 | 0.02% | −49−1.4% | 減碼 |
| Atomi Financial Group, Inc. | 3,458 | $44.6 萬 | 0.01% | +208+6.4% | 加碼 |
| MMBG Investment Advisors Co. | 3,450 | $44.5 萬 | 0.04% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 3,440 | $44.4 萬 | 0.18% | +30+0.9% | 加碼 |
| May Hill Capital, LLC | 3,438 | $44.3 萬 | 0.13% | +10.0% | 加碼 |
| FourThought Financial Partners, LLC | 3,415 | $44.0 萬 | 0.04% | +3,415 | 新進 |
| T. Rowe Price Investment Management, Inc. | 3,411 | $44.0 萬 | 0.00% | −849−19.9% | 減碼 |
| Archer Investment Corp | 3,412 | $44.0 萬 | 0.10% | +1,400+69.6% | 加碼 |
| Checchi Capital Advisers, LLC | 3,404 | $43.9 萬 | 0.03% | −642−15.9% | 減碼 |
| Optimize Financial Inc | 3,343 | $43.1 萬 | 0.22% | +1,680+101.0% | 加碼 |
| Essex Financial Services, Inc. | 3,341 | $43.1 萬 | 0.03% | +382+12.9% | 加碼 |
| Personal Cfo Solutions, LLC | 3,324 | $42.9 萬 | 0.08% | +2,107+173.1% | 加碼 |
| Michels Family Financial, LLC | 3,322 | $42.8 萬 | 0.33% | +106+3.3% | 加碼 |
| BSW Wealth Partners | 3,309 | $42.7 萬 | 0.05% | −212−6.0% | 減碼 |
| Miramar Capital, LLC | 3,300 | $42.5 萬 | 0.09% | 00.0% | 不變 |
| LVZ Advisors, Inc. | 3,280 | $42.3 萬 | 0.05% | 00.0% | 不變 |
| MidWestOne Financial Group, Inc. | 3,257 | $42.0 萬 | 0.05% | +3,257 | 新進 |
| Holderness Investments Co | 3,251 | $41.9 萬 | 0.09% | −70−2.1% | 減碼 |
| Tritonpoint Wealth, LLC | 3,249 | $41.9 萬 | 0.04% | −488−13.1% | 減碼 |
| Matisse Capital | 3,248 | $41.9 萬 | 0.19% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 3,225 | $41.6 萬 | 0.00% | −486−13.1% | 減碼 |
| Atlantic Trust, LLC | 3,220 | $41.5 萬 | 0.07% | +71+2.3% | 加碼 |
| Davis R M Inc | 3,216 | $41.5 萬 | 0.01% | −178−5.2% | 減碼 |
| Cornerstone Select Advisors, LLC | 3,214 | $41.4 萬 | 0.30% | +295+10.1% | 加碼 |
| Savvy Advisors, Inc. | 3,211 | $41.4 萬 | 0.02% | −887−21.6% | 減碼 |
| Paragon Capital Management Ltd | 3,200 | $41.3 萬 | 0.08% | 00.0% | 不變 |
| Yelin Lapidot Holdings Management Ltd. | 3,200 | $41.3 萬 | 0.09% | +3,200 | 新進 |
| Advisory Alpha, LLC | 3,276 | $41.2 萬 | 0.01% | +784+31.5% | 加碼 |
| Trust Co of Virginia | 3,195 | $41.2 萬 | 0.03% | −194−5.7% | 減碼 |
| Grandfield & Dodd, LLC | 3,190 | $41.1 萬 | 0.02% | −256−7.4% | 減碼 |
| Pointe Capital Management LLC | 3,187 | $41.1 萬 | 0.20% | 00.0% | 不變 |
| AlphaCore Capital LLC | 3,185 | $41.1 萬 | 0.01% | +476+17.6% | 加碼 |
| Argonautica Private Wealth Management, Inc | 3,170 | $40.9 萬 | 0.12% | −2,672−45.7% | 減碼 |
| BTC Capital Management, Inc. | 3,167 | $40.8 萬 | 0.03% | −35,866−91.9% | 減碼 |
| Catalyst Financial Partners LLC | 3,165 | $40.8 萬 | 0.05% | −120−3.7% | 減碼 |
| AE Wealth Management LLC | 3,152 | $40.6 萬 | 0.00% | −1,006−24.2% | 減碼 |
| Intrua Financial, LLC | 3,151 | $40.6 萬 | 0.05% | +1,775+129.0% | 加碼 |
| Sunpointe, LLC | 3,143 | $40.5 萬 | 0.15% | +363+13.1% | 加碼 |
| Invesco, LLC | 3,120 | $40.2 萬 | 0.14% | +186+6.3% | 加碼 |
| Chickasaw Capital Management LLC | 3,114 | $40.1 萬 | 0.02% | +1,700+120.2% | 加碼 |
| Confluence Wealth Services, Inc. | 3,106 | $40.0 萬 | 0.02% | −1,054−25.3% | 減碼 |
| Cascade Investment Group, Inc. | 3,106 | $40.0 萬 | 0.27% | −348−10.1% | 減碼 |
| SkyOak Wealth, LLC | 3,097 | $39.9 萬 | 0.08% | 00.0% | 不變 |
| Riverbridge Partners LLC | 3,080 | $39.7 萬 | 0.01% | 00.0% | 不變 |
| Sowell Financial Services LLC | 3,054 | $39.4 萬 | 0.02% | −486−13.7% | 減碼 |
| Epiq Partners, LLC | 3,008 | $38.8 萬 | 0.18% | −15−0.5% | 減碼 |
| Journey Strategic Wealth LLC | 3,006 | $38.8 萬 | 0.01% | +1,288+75.0% | 加碼 |
| Legacy Wealth Management, LLC | 3,000 | $38.7 萬 | 0.12% | 00.0% | 不變 |
| PDS Planning, Inc | 2,998 | $38.7 萬 | 0.03% | −255−7.8% | 減碼 |
| PFG Investments, LLC | 2,990 | $38.6 萬 | 0.02% | −45−1.5% | 減碼 |
| Long Run Wealth Advisors, LLC | 2,989 | $38.5 萬 | 0.08% | −330−9.9% | 減碼 |
| Alta Advisers Ltd | 2,973 | $38.3 萬 | 0.12% | 00.0% | 不變 |
| Moody Lynn & Lieberson, LLC | 2,958 | $38.1 萬 | 0.02% | −1,466−33.1% | 減碼 |
| Trueblood Wealth Management, LLC | 2,930 | $37.8 萬 | 0.15% | 00.0% | 不變 |
| Naples Global Advisors, LLC | 2,929 | $37.8 萬 | 0.03% | −288−9.0% | 減碼 |
| Bank of Stockton | 2,905 | $37.5 萬 | 0.11% | −40−1.4% | 減碼 |
| Folger Nolan Fleming Douglas Capital Management, Inc | 2,905 | $37.5 萬 | 0.04% | −3−0.1% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 2,905 | $37.5 萬 | 0.03% | +2,905 | 新進 |
| CRA Financial Services, LLC | 2,894 | $37.3 萬 | 0.05% | +37+1.3% | 加碼 |
| Foundations Investment Advisors, LLC | 2,893 | $37.3 萬 | 0.01% | −130−4.3% | 減碼 |
| GLOBALT Investments LLC | 2,867 | $37.0 萬 | 0.01% | −5,714−66.6% | 減碼 |
| Flagship Wealth Advisors, LLC | 2,855 | $36.8 萬 | 0.12% | 00.0% | 不變 |
| Larson Financial Group LLC | 2,854 | $36.8 萬 | 0.01% | +1,089+61.7% | 加碼 |
| RIA Advisory Group LLC | 2,841 | $36.6 萬 | 0.09% | −1,637−36.6% | 減碼 |
| Tributary Capital Management, LLC | 2,840 | $36.6 萬 | 0.03% | −40−1.4% | 減碼 |
| Fisher Asset Management, LLC | 2,835 | $36.6 萬 | 0.00% | +749+35.9% | 加碼 |
| Quotient Wealth Partners, LLC | 2,814 | $36.3 萬 | 0.01% | −353−11.1% | 減碼 |
| Maia Wealth LLC | 5,682 | $36.2 萬 | 0.06% | −1,193−17.4% | 減碼 |
| First Manhattan Co | 2,810 | $36.2 萬 | 0.00% | −350−11.1% | 減碼 |
| Beacon Financial Advisory LLC | 2,809 | $36.2 萬 | 0.08% | +56+2.0% | 加碼 |
| Whittier Trust Co of Nevada Inc | 2,833 | $36.1 萬 | 0.01% | +81+2.9% | 加碼 |
| International Assets Investment Management, LLC | 2,083 | $36.0 萬 | 0.03% | 00.0% | 不變 |
| Finward Bancorp | 2,758 | $35.6 萬 | 0.27% | 00.0% | 不變 |
| Rossby Financial, LCC | 2,816 | $35.5 萬 | 0.12% | +214+8.2% | 加碼 |
| Ironsides Asset Advisors, LLC | 2,749 | $35.4 萬 | 0.09% | +40+1.5% | 加碼 |
| Angeles Wealth Management, LLC | 2,746 | $35.4 萬 | 0.02% | −595−17.8% | 減碼 |
| Versor Investments LP | 2,731 | $35.2 萬 | 0.06% | +890+48.3% | 加碼 |
| Strategic Wealth Partners, Ltd. | 2,717 | $35.0 萬 | 0.03% | −615−18.5% | 減碼 |
| Accredited Investors Inc. | 2,708 | $34.9 萬 | 0.02% | −1,030−27.6% | 減碼 |
| Operose Advisors LLC | 2,706 | $34.9 萬 | 0.09% | +1,789+195.1% | 加碼 |
| Adviser Investments LLC | 2,682 | $34.6 萬 | 0.00% | −49−1.8% | 減碼 |
| Teza Capital Management LLC | 2,661 | $34.3 萬 | 1.85% | +89+3.5% | 加碼 |
| a16z Perennial Management, L.P. | 2,650 | $34.2 萬 | 0.03% | +2,650 | 新進 |
| Pinnacle Wealth Management Advisory Group, LLC | 2,648 | $34.1 萬 | 0.03% | −163−5.8% | 減碼 |
| State of Wyoming | 2,648 | $34.1 萬 | 0.04% | +456+20.8% | 加碼 |
| Silver Oak Securities, Inc | 2,640 | $34.0 萬 | 0.03% | −322−10.9% | 減碼 |
| Sage Mountain Advisors LLC | 2,636 | $34.0 萬 | 0.02% | −13−0.5% | 減碼 |
| Bigelow Investment Advisors, LLC | 2,627 | $33.9 萬 | 0.14% | +457+21.1% | 加碼 |
| Los Angeles Capital Management LLC | 2,626 | $33.9 萬 | 0.00% | −10,537−80.1% | 減碼 |
| Foster & Motley Inc | 2,625 | $33.8 萬 | 0.02% | +55+2.1% | 加碼 |
| Cornerstone Wealth Group, LLC | 2,621 | $33.8 萬 | 0.02% | −14−0.5% | 減碼 |
| Schmidt P J Investment Management Inc | 2,615 | $33.7 萬 | 0.06% | −248−8.7% | 減碼 |
| Blalock Williams, LLC | 2,611 | $33.7 萬 | 0.29% | +83+3.3% | 加碼 |
| CVA Family Office, LLC | 2,604 | $33.6 萬 | 0.04% | −36−1.4% | 減碼 |
| Schnieders Capital Management, LLC. | 2,590 | $33.4 萬 | 0.06% | +2,590 | 新進 |
| Tiemann Investment Advisors, LLC | 2,580 | $33.3 萬 | 0.13% | −75−2.8% | 減碼 |
| JFS Wealth Advisors, LLC | 2,572 | $33.2 萬 | 0.02% | +480+22.9% | 加碼 |