Visa Inc.
V- 交易所
- NYSE
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001403161
近 90 天,Visa Inc. 內部人申報 0 筆公開市場買進、7 筆賣出;2026 年第 2 季末有 4,591 家機構在 13F 申報持有,市值合計 $5,120 億;TCI 兒童投資基金、維京全球投資等 17 位大師持有。
2021 年第 4 季 13F 持有人
Visa Inc. 在 2021/12/31 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
- 3,289
- 較 2021 年第 3 季 +276 家
- 持有股數
- 15.6 億
- 較 2021 年第 3 季 −1,827 萬 (−1.2%)
- 總市值
- $3,371 億
- 較 2021 年第 3 季 −$139.4 億 (−4.0%)
- 新進機構
- 435
- 另有 1,444 家加碼
- 清倉機構
- 159
- 另有 1,123 家減碼
另有 50 家機構在 2021 年第 3 季持有、還沒有申報 2021 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 V 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 | 4,591 | $5,120 億 |
| 2026 年第 1 季 | 4,488 | $4,429 億 |
| 2025 年第 4 季 | 4,621 | $5,230 億 |
| 2025 年第 3 季 | 4,320 | $5,039 億 |
| 2025 年第 2 季 | 4,352 | $5,346 億 |
| 2025 年第 1 季 | 4,289 | $5,346 億 |
| 2024 年第 4 季 | 4,293 | $4,814 億 |
| 2024 年第 3 季 | 3,878 | $4,177 億 |
| 2024 年第 2 季 | 3,840 | $4,001 億 |
| 2024 年第 1 季 | 3,859 | $4,242 億 |
| 2023 年第 4 季 | 3,782 | $3,944 億 |
| 2023 年第 3 季 | 3,523 | $3,498 億 |
| 2023 年第 2 季 | 3,495 | $3,647 億 |
| 2023 年第 1 季 | 3,440 | $3,502 億 |
| 2022 年第 4 季 | 3,412 | $3,251 億 |
| 2022 年第 3 季 | 3,184 | $2,784 億 |
| 2022 年第 2 季 | 3,244 | $3,052 億 |
| 2022 年第 1 季 | 3,307 | $3,441 億 |
| 2021 年第 4 季 | 3,289 | $3,371 億 |
| 2021 年第 3 季 | 3,063 | $3,518 億 |
| 2021 年第 2 季 | 3,055 | $3,726 億 |
| 2021 年第 1 季 | 3,028 | $3,391 億 |
2021 年第 4 季持有機構
每家機構持有 Visa Inc. 的股數、市值與佔組合比重;股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Perpetual Investment Management Ltd | 4,136 | $89.6 萬 | 0.10% | +523+14.5% | 加碼 |
| Commons Capital, LLC | 4,133 | $89.6 萬 | 0.89% | +4,133 | 新進 |
| Summit Wealth & Retirement Planning, Inc. | 4,141 | $89.7 萬 | 0.31% | −294−6.6% | 減碼 |
| Rainsberger Wealth Advisors, Inc. | 4,146 | $89.8 萬 | 0.53% | +4,146 | 新進 |
| McKinley Carter Wealth Services, Inc. | 4,171 | $90.4 萬 | 0.07% | −56−1.3% | 減碼 |
| Bigelow Investment Advisors, LLC | 4,176 | $90.5 萬 | 0.41% | −58−1.4% | 減碼 |
| Charles Schwab Trust Co | 4,181 | $90.6 萬 | 0.15% | +1,736+71.0% | 加碼 |
| Cedar Wealth Management, LLC | 4,187 | $90.7 萬 | 0.37% | +951+29.4% | 加碼 |
| Cedar Brook Financial Partners, LLC | 4,191 | $90.8 萬 | 0.23% | −322−7.1% | 減碼 |
| Pacific Wealth Strategies Group, Inc. | 4,189 | $90.8 萬 | 0.32% | +239+6.1% | 加碼 |
| Synergy Financial Management, LLC | 4,200 | $91.0 萬 | 0.22% | −49,094−92.1% | 減碼 |
| Strategic Family Wealth Counselors, L.L.C. | 4,197 | $91.0 萬 | 0.29% | 00.0% | 不變 |
| Headinvest, LLC | 4,203 | $91.1 萬 | 0.16% | −140−3.2% | 減碼 |
| Accurate Wealth Management, LLC | 4,159 | $91.1 萬 | 0.75% | +228+5.8% | 加碼 |
| Wealth Management Associates, Inc. | 4,207 | $91.2 萬 | 0.49% | +453+12.1% | 加碼 |
| Little House Capital LLC | 4,214 | $91.3 萬 | 0.48% | −2,248−34.8% | 減碼 |
| Bluesphere Advisors, LLC | 4,215 | $91.3 萬 | 0.76% | 00.0% | 不變 |
| Enterprise Financial Services Corp | 4,217 | $91.4 萬 | 0.14% | −429−9.2% | 減碼 |
| Berkeley Capital Partners, LLC | 4,215 | $91.4 萬 | 0.38% | +55+1.3% | 加碼 |
| Concord Wealth Partners | 4,233 | $91.7 萬 | 0.22% | +1,661+64.6% | 加碼 |
| Vista Finance, LLC | 4,243 | $91.9 萬 | 0.95% | +4,243 | 新進 |
| Matrix Private Capital Group LLC | 4,247 | $92.0 萬 | 0.44% | +39+0.9% | 加碼 |
| PDS Planning, Inc | 4,248 | $92.1 萬 | 0.18% | +722+20.5% | 加碼 |
| Groesbeck Investment Management Corp | 4,254 | $92.2 萬 | 1.17% | −400−8.6% | 減碼 |
| Hamel Associates, Inc. | 4,263 | $92.4 萬 | 0.33% | −8,867−67.5% | 減碼 |
| Round Hill Asset Management | 4,266 | $92.4 萬 | 0.46% | −100−2.3% | 減碼 |
| Wealth Effects LLC | 4,279 | $92.7 萬 | 0.38% | +4,279 | 新進 |
| Evolution Wealth Advisors, LLC | 4,286 | $92.9 萬 | 0.16% | +1,730+67.7% | 加碼 |
| Outlook Wealth Advisors, LLC | 4,298 | $93.1 萬 | 0.27% | −153−3.4% | 減碼 |
| Vienna Asset Management LLC | 4,293 | $93.1 萬 | 0.85% | +4,293 | 新進 |
| True North Advisors, LLC | 4,303 | $93.2 萬 | 0.16% | +283+7.0% | 加碼 |
| Resource Consulting Group Inc | 4,299 | $93.2 萬 | 0.33% | +4,299 | 新進 |
| Altavista Wealth Management, Inc. | 4,303 | $93.3 萬 | 0.19% | +614+16.6% | 加碼 |
| First National Bank of Hutchinson | 4,306 | $93.3 萬 | 0.53% | +1,401+48.2% | 加碼 |
| Agate Pass Investment Management, LLC | 4,307 | $93.3 萬 | 0.58% | +4,307 | 新進 |
| Fortitude Advisory Group L.L.C. | 4,320 | $93.6 萬 | 0.48% | +4,320 | 新進 |
| MONECO Advisors, LLC | 4,051 | $93.8 萬 | 0.35% | +250+6.6% | 加碼 |
| Veracity Capital LLC | 4,339 | $94.0 萬 | 0.38% | +73+1.7% | 加碼 |
| Windsor Capital Management, LLC | 4,346 | $94.1 萬 | 0.28% | −186−4.1% | 減碼 |
| Chelsea Counsel Co | 4,352 | $94.3 萬 | 0.41% | −260−5.6% | 減碼 |
| Beese Fulmer Investment Management, Inc. | 4,351 | $94.3 萬 | 0.10% | +39+0.9% | 加碼 |
| JT Stratford LLC | 4,360 | $94.5 萬 | 0.26% | +853+24.3% | 加碼 |
| Quantum Private Wealth, LLC | 4,368 | $94.6 萬 | 0.36% | +4,368 | 新進 |
| S&T Bank | 4,369 | $94.7 萬 | 0.14% | −57−1.3% | 減碼 |
| Wulff, Hansen & Co. | 4,370 | $94.7 萬 | 0.82% | +4,370 | 新進 |
| Cypress Capital Management LLC | 4,376 | $94.8 萬 | 0.11% | +1,613+58.4% | 加碼 |
| Wedgewood Investors Inc | 4,386 | $95.0 萬 | 1.12% | −75−1.7% | 減碼 |
| Lenox Wealth Advisors, LLC | 4,385 | $95.0 萬 | 0.11% | +74+1.7% | 加碼 |
| Cozad Asset Management Inc | 4,384 | $95.0 萬 | 0.13% | +175+4.2% | 加碼 |
| Thrive Wealth Management, LLC | 4,388 | $95.1 萬 | 0.33% | +4,388 | 新進 |
| First National Bank | 4,394 | $95.2 萬 | 0.83% | −23−0.5% | 減碼 |
| Silicon Valley Capital Partners | 4,403 | $95.4 萬 | 0.15% | −713−13.9% | 減碼 |
| TCI Wealth Advisors, Inc. | 4,420 | $95.8 萬 | 0.14% | −569−11.4% | 減碼 |
| GM Advisory Group, Inc. | 4,425 | $95.9 萬 | 0.09% | −361−7.5% | 減碼 |
| Willow Creek Wealth Management Inc. | 4,438 | $96.2 萬 | 0.20% | −8−0.2% | 減碼 |
| Keystone Wealth Services, LLC | 4,460 | $96.7 萬 | 0.39% | +4,460 | 新進 |
| Stone Point Wealth LLC | 4,450 | $96.9 萬 | 0.79% | +4,450 | 新進 |
| KLK Capital Management LLC | 4,488 | $97.2 萬 | 0.93% | −18−0.4% | 減碼 |
| Certified Advisory Corp | 4,488 | $97.3 萬 | 0.21% | +103+2.3% | 加碼 |
| Manitou Investment Management Ltd. | 4,498 | $97.5 萬 | 0.16% | −290−6.1% | 減碼 |
| Chatham Capital Group, Inc. | 4,503 | $97.6 萬 | 0.18% | −455−9.2% | 減碼 |
| Markston International LLC | 4,521 | $98.0 萬 | 0.99% | −17−0.4% | 減碼 |
| Trust Co | 4,522 | $98.0 萬 | 0.23% | +500+12.4% | 加碼 |
| Wealth Management Partners, LLC | 5,000 | $98.3 萬 | 0.67% | +466+10.3% | 加碼 |
| Alterna Wealth Management, Inc | 4,538 | $98.3 萬 | 0.82% | +4,538 | 新進 |
| Geller Advisors LLC | 4,607 | $99.8 萬 | 0.19% | −10.0% | 減碼 |
| Arcus Capital Partners, LLC | 4,618 | $100.1 萬 | 0.34% | +2,338+102.5% | 加碼 |
| Pinnacle Private Wealth, LLC | 4,617 | $100.1 萬 | 0.31% | +4,617 | 新進 |
| Intersect Capital LLC | 4,636 | $100.5 萬 | 0.19% | −3,775−44.9% | 減碼 |
| Calton & Associates, Inc. | 4,638 | $100.5 萬 | 0.27% | −1,409−23.3% | 減碼 |
| Blume Capital Management, Inc. | 4,637 | $100.5 萬 | 0.33% | −200−4.1% | 減碼 |
| United Bank | 4,644 | $100.6 萬 | 0.54% | −3,860−45.4% | 減碼 |
| Hamilton Capital, LLC | 4,658 | $100.9 萬 | 0.08% | +3,265+234.4% | 加碼 |
| LWM Advisory Services, LLC | 4,662 | $101.0 萬 | 1.25% | +4,662 | 新進 |
| North Star Investment Management Corp. | 4,664 | $101.1 萬 | 0.07% | −2,864−38.0% | 減碼 |
| DT Investment Partners, LLC | 4,666 | $101.1 萬 | 0.13% | −1,349−22.4% | 減碼 |
| Index Fund Advisors, Inc. | 4,664 | $101.1 萬 | 0.07% | +4,664 | 新進 |
| Satovsky Asset Management LLC | 4,675 | $101.3 萬 | 0.68% | +156+3.5% | 加碼 |
| Gould Capital, LLC | 4,675 | $101.3 萬 | 0.71% | +4,675 | 新進 |
| Mountain Pacific Investment Advisers Inc | 4,680 | $101.4 萬 | 0.06% | −160−3.3% | 減碼 |
| Kozak & Associates, Inc. | 5,120 | $101.4 萬 | 0.65% | +65+1.3% | 加碼 |
| Cordatus Wealth Management LLC | 4,679 | $101.4 萬 | 0.30% | +720+18.2% | 加碼 |
| Nicolet Bankshares Inc | 4,688 | $101.6 萬 | 0.22% | −308−6.2% | 減碼 |
| H. L. Ormond & Company, LLC | 4,461 | $101.8 萬 | 1.19% | +4,461 | 新進 |
| Comprehensive Financial Consultants Institutional, Inc. | 4,653 | $102.0 萬 | 0.65% | +4,653 | 新進 |
| Argent Capital Management LLC | 4,720 | $102.3 萬 | 0.03% | 00.0% | 不變 |
| Beaton Management Co. Inc. | 4,725 | $102.4 萬 | 0.61% | +50+1.1% | 加碼 |
| Aft, Forsyth & Sober, LLC | 4,750 | $102.9 萬 | 0.36% | 00.0% | 不變 |
| Clifford Swan Investment Counsel LLC | 4,747 | $102.9 萬 | 0.04% | −50−1.0% | 減碼 |
| Quadrant Private Wealth Management, LLC | 4,747 | $102.9 萬 | 0.38% | +441+10.2% | 加碼 |
| CoreCap Advisors, LLC | 4,756 | $103.1 萬 | 0.07% | +4,756 | 新進 |
| Liberty One Investment Management, LLC | 4,766 | $103.3 萬 | 0.16% | +204+4.5% | 加碼 |
| CoreFirst Bank & Trust | 4,775 | $103.5 萬 | 0.67% | −58−1.2% | 減碼 |
| Danda Trouve Investment Management, Inc. | 4,780 | $103.6 萬 | 1.17% | +8+0.2% | 加碼 |
| Bayesian Capital Management, LP | 4,800 | $104.0 萬 | 0.33% | +4,800 | 新進 |
| Visionary Wealth Advisors | 4,808 | $104.2 萬 | 0.09% | +956+24.8% | 加碼 |
| Childress Capital Advisors, LLC | 4,811 | $104.3 萬 | 0.43% | −946−16.4% | 減碼 |
| Naples Global Advisors, LLC | 4,823 | $104.5 萬 | 0.12% | +500+11.6% | 加碼 |
| Resurgent Financial Advisors LLC | 4,833 | $104.8 萬 | 0.86% | +4,833 | 新進 |
| 44 Wealth Management LLC | 4,849 | $105.1 萬 | 0.36% | −769−13.7% | 減碼 |