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 4 季 13F 持有人
Fiserv Inc 在 2025/12/31 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
- 1,401
- 較 2025 年第 3 季 −296 家
- 持有股數
- 4.78 億
- 較 2025 年第 3 季 −159.5 萬 (−0.3%)
- 總市值
- $321.6 億
- 較 2025 年第 3 季 −$296.2 億 (−47.9%)
- 新進機構
- 222
- 另有 413 家加碼
- 清倉機構
- 518
- 另有 671 家減碼
另有 39 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Central Bank & Trust Co | 4,170 | $28.0 萬 | 0.04% | 00.0% | 不變 |
| Keeler Thomas Management LLC | 4,181 | $28.1 萬 | 0.13% | −2,445−36.9% | 減碼 |
| Atomi Financial Group, Inc. | 4,187 | $28.1 萬 | 0.01% | +729+21.1% | 加碼 |
| NorthCrest Asset Manangement, LLC | 4,216 | $28.2 萬 | 0.01% | −28,678−87.2% | 減碼 |
| Journey Strategic Wealth LLC | 4,225 | $28.4 萬 | 0.01% | +1,219+40.6% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 4,236 | $28.5 萬 | 0.00% | −1,868−30.6% | 減碼 |
| Eaton Financial Holdings Company, LLC | 4,277 | $28.7 萬 | 0.08% | +4,277 | 新進 |
| First National Bank & Trust Co of Newtown | 4,280 | $28.7 萬 | 0.05% | 00.0% | 不變 |
| Ellis Investment Partners, LLC | 4,291 | $28.8 萬 | 0.05% | +3+0.1% | 加碼 |
| Independent Financial Group, LLC | 4,311 | $29.0 萬 | 0.01% | +4,311 | 新進 |
| Meritage Portfolio Management | 4,333 | $29.1 萬 | 0.02% | −2,317−34.8% | 減碼 |
| Diversify Advisory Services, LLC | 4,398 | $29.2 萬 | 0.01% | +4,398 | 新進 |
| Forbes J M & Co LLP | 4,343 | $29.2 萬 | 0.02% | −140−3.1% | 減碼 |
| Wealthcare Advisory Partners LLC | 4,359 | $29.3 萬 | 0.01% | +2,450+128.3% | 加碼 |
| Cercano Management LLC | 4,367 | $29.3 萬 | 0.01% | +4,367 | 新進 |
| MidFirst Bank | 4,383 | $29.4 萬 | 0.02% | +4,383 | 新進 |
| Secure Asset Management, LLC | 4,391 | $29.5 萬 | 0.05% | +794+22.1% | 加碼 |
| Sepio Capital, LP | 4,395 | $29.5 萬 | 0.02% | +4,395 | 新進 |
| City State Bank | 4,435 | $29.8 萬 | 0.08% | +3,090+229.7% | 加碼 |
| Caldwell Trust Co | 4,445 | $29.9 萬 | 0.03% | 00.0% | 不變 |
| Pitcairn Wealth Advisors LLC | 4,446 | $29.9 萬 | 0.03% | +4,446 | 新進 |
| Okabena Investment Services Inc | 4,451 | $29.9 萬 | 0.06% | 00.0% | 不變 |
| Alta Capital Management LLC | 4,481 | $30.1 萬 | 0.02% | −323,061−98.6% | 減碼 |
| HF Advisory Group, LLC | 4,492 | $30.2 萬 | 0.11% | −889−16.5% | 減碼 |
| AlphaCore Capital LLC | 4,492 | $30.2 萬 | 0.01% | +1,307+41.0% | 加碼 |
| Boothbay Fund Management, LLC | 4,494 | $30.2 萬 | 0.01% | −2,309−33.9% | 減碼 |
| Advisory Alpha, LLC | 4,524 | $30.4 萬 | 0.01% | +1,248+38.1% | 加碼 |
| JBGlobal.com LLC | 4,571 | $30.7 萬 | 0.39% | +4,571 | 新進 |
| Great Diamond Partners, LLC | 4,576 | $30.7 萬 | 0.06% | −2,646−36.6% | 減碼 |
| Journey Advisory Group, LLC | 4,576 | $30.7 萬 | 0.03% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 4,586 | $30.8 萬 | 0.00% | +395+9.4% | 加碼 |
| Howard Capital Management Inc. | 4,587 | $30.8 萬 | 0.00% | +23+0.5% | 加碼 |
| VestGen Advisors, LLC | 4,596 | $30.9 萬 | 0.01% | −4,253−48.1% | 減碼 |
| Soltis Investment Advisors LLC | 4,617 | $31.0 萬 | 0.02% | −1,349−22.6% | 減碼 |
| Dynamic Advisor Solutions LLC | 4,617 | $31.0 萬 | 0.01% | −1,338−22.5% | 減碼 |
| Michels Family Financial, LLC | 4,621 | $31.0 萬 | 0.23% | +1,299+39.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,628 | $31.1 萬 | 0.01% | −2,537−35.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 4,628 | $31.1 萬 | 0.00% | +3,025+188.7% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 4,663 | $31.3 萬 | 0.02% | −42,439−90.1% | 減碼 |
| Ritholtz Wealth Management | 4,715 | $31.7 萬 | 0.01% | −3,739−44.2% | 減碼 |
| EFG International AG | 4,722 | $31.7 萬 | 0.01% | +4,722 | 新進 |
| Certified Advisory Corp | 4,747 | $31.9 萬 | 0.03% | −184−3.7% | 減碼 |
| Sargent Investment Group, LLC | 4,750 | $31.9 萬 | 0.04% | +4,750 | 新進 |
| Plan A Wealth LLC | 4,773 | $32.1 萬 | 0.16% | +435+10.0% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 4,803 | $32.3 萬 | 0.02% | −21,007−81.4% | 減碼 |
| Capital Investment Counsel, Inc | 4,805 | $32.3 萬 | 0.04% | +4,805 | 新進 |
| Ameritas Investment Partners, Inc. | 4,814 | $32.3 萬 | 0.01% | −141−2.8% | 減碼 |
| Spire Wealth Management | 4,825 | $32.4 萬 | 0.01% | −859−15.1% | 減碼 |
| Qtron Investments LLC | 4,829 | $32.4 萬 | 0.04% | −4,050−45.6% | 減碼 |
| HBK Sorce Advisory LLC | 5,434 | $32.6 萬 | 0.01% | −1,702−23.9% | 減碼 |
| Bailard, Inc. | 4,860 | $32.6 萬 | 0.01% | −80,339−94.3% | 減碼 |
| Krilogy Financial LLC | 4,924 | $33.1 萬 | 0.01% | −6,114−55.4% | 減碼 |
| Personal Cfo Solutions, LLC | 4,956 | $33.3 萬 | 0.05% | +1,632+49.1% | 加碼 |
| Demars Financial Group, LLC | 4,989 | $33.5 萬 | 0.11% | +639+14.7% | 加碼 |
| Cornerstone Wealth Group, LLC | 5,020 | $33.7 萬 | 0.02% | +2,399+91.5% | 加碼 |
| Forum Financial Management, LP | 5,039 | $33.8 萬 | 0.00% | −2,625−34.3% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 5,046 | $33.9 萬 | 0.15% | +5,046 | 新進 |
| Resonant Capital Advisors, LLC | 5,050 | $33.9 萬 | 0.02% | +995+24.5% | 加碼 |
| Verus Capital Partners, LLC | 5,054 | $33.9 萬 | 0.02% | +5,054 | 新進 |
| Cowa, LLC | 5,063 | $34.0 萬 | 0.10% | +5,063 | 新進 |
| Armistice Capital, LLC | 5,067 | $34.0 萬 | 0.01% | +5,067 | 新進 |
| Alpha Wealth Funds, LLC | 5,200 | $34.1 萬 | 0.23% | +5,200 | 新進 |
| Gator Capital Management, LLC | 5,155 | $34.6 萬 | 0.07% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 5,162 | $34.7 萬 | 0.01% | −3,022−36.9% | 減碼 |
| Boston Family Office LLC | 5,172 | $34.7 萬 | 0.02% | −8,220−61.4% | 減碼 |
| Institute for Wealth Management, LLC. | 5,172 | $34.7 萬 | 0.04% | −2,623−33.6% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 5,174 | $34.8 萬 | 0.01% | −144−2.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 6,026 | $34.8 萬 | 0.01% | −843−12.3% | 減碼 |
| SlateStone Wealth, LLC | 5,192 | $34.9 萬 | 0.03% | −959−15.6% | 減碼 |
| Stratos Wealth Partners, LTD. | 5,196 | $34.9 萬 | 0.00% | +652+14.3% | 加碼 |
| Axxcess Wealth Management, LLC | 5,200 | $34.9 萬 | 0.01% | −8,949−63.2% | 減碼 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,200 | $34.9 萬 | 0.17% | +1,100+26.8% | 加碼 |
| T3 Companies, LLC | 5,207 | $35.0 萬 | 0.45% | +5,207 | 新進 |
| Cigna Investments Inc | 5,217 | $35.0 萬 | 0.05% | −106−2.0% | 減碼 |
| Modera Wealth Management, LLC | 5,230 | $35.1 萬 | 0.00% | −187−3.5% | 減碼 |
| Barnett & Company, Inc. | 5,250 | $35.3 萬 | 0.28% | +5,250 | 新進 |
| LVM Capital Management Ltd | 5,250 | $35.3 萬 | 0.03% | 00.0% | 不變 |
| Steamboat Capital Partners, LLC | 5,275 | $35.4 萬 | 0.10% | +275+5.5% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,301 | $35.6 萬 | 0.00% | −3,591−40.4% | 減碼 |
| Ballentine Partners, LLC | 5,338 | $35.9 萬 | 0.01% | −3,408−39.0% | 減碼 |
| BCS Private Wealth Management, Inc. | 5,350 | $35.9 萬 | 0.12% | +5,350 | 新進 |
| PEAK6 LLC | 5,354 | $36.0 萬 | 0.01% | −8,198−60.5% | 減碼 |
| US Asset Management LLC | 5,354 | $36.0 萬 | 0.29% | −52−1.0% | 減碼 |
| Quest Partners LLC | 5,356 | $36.0 萬 | 0.02% | −7,005−56.7% | 減碼 |
| Park Avenue Securities LLC | 5,353 | $36.0 萬 | 0.00% | −5,319−49.8% | 減碼 |
| Wedbush Securities Inc | 5,362 | $36.0 萬 | 0.01% | −1,742−24.5% | 減碼 |
| Tulsa Wealth Advisors, INC | 5,367 | $36.1 萬 | 0.12% | +5,367 | 新進 |
| Parsons Capital Management Inc | 5,385 | $36.2 萬 | 0.02% | −25−0.5% | 減碼 |
| Resources Management Corp | 4,322 | $36.2 萬 | 0.05% | −57,632−93.0% | 減碼 |
| Smithfield Trust Co | 5,401 | $36.2 萬 | 0.02% | −3,921−42.1% | 減碼 |
| Clark Asset Management, LLC | 5,396 | $36.2 萬 | 0.04% | +266+5.2% | 加碼 |
| Turtle Creek Wealth Advisors, LLC | 5,425 | $36.4 萬 | 0.03% | +2,520+86.7% | 加碼 |
| Magnolia Capital Advisors LLC | 5,452 | $36.6 萬 | 0.08% | +502+10.1% | 加碼 |
| Groupama Asset Managment | 5,522 | $37.1 萬 | 0.01% | −572−9.4% | 減碼 |
| Profund Advisors LLC | 5,596 | $37.6 萬 | 0.01% | −2,166−27.9% | 減碼 |
| Bayesian Capital Management, LP | 5,600 | $37.6 萬 | 0.86% | +5,600 | 新進 |
| Lazari Capital Management, Inc. | 5,663 | $38.0 萬 | 0.13% | +3,747+195.6% | 加碼 |
| Diversified Management Inc | 5,680 | $38.2 萬 | 0.09% | +5,680 | 新進 |
| Bowman & Co S.C. | 5,717 | $38.4 萬 | 0.16% | −2,318−28.8% | 減碼 |
| Ameritas Advisory Services, LLC | 5,721 | $38.4 萬 | 0.01% | −9,236−61.8% | 減碼 |