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 4,592 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。
2023 年第 1 季 13F 持有人
Visa Inc. 在 2023/3/31 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
- 3,439
- 較 2022 年第 4 季 +96 家
- 持有股數
- 16.3 億
- 較 2022 年第 4 季 +6,692 萬 (+4.3%)
- 總市值
- $3,501 億
- 較 2022 年第 4 季 +$253.4 億 (+7.8%)
- 新進機構
- 208
- 另有 1,381 家加碼
- 清倉機構
- 112
- 另有 1,492 家減碼
另有 68 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 | 4,592 | $5,120 億 |
| 2026 年第 1 季 | 4,487 | $4,429 億 |
| 2025 年第 4 季 | 4,620 | $5,230 億 |
| 2025 年第 3 季 | 4,319 | $5,039 億 |
| 2025 年第 2 季 | 4,351 | $5,346 億 |
| 2025 年第 1 季 | 4,288 | $5,346 億 |
| 2024 年第 4 季 | 4,292 | $4,814 億 |
| 2024 年第 3 季 | 3,877 | $4,177 億 |
| 2024 年第 2 季 | 3,839 | $4,001 億 |
| 2024 年第 1 季 | 3,858 | $4,242 億 |
| 2023 年第 4 季 | 3,781 | $3,944 億 |
| 2023 年第 3 季 | 3,522 | $3,498 億 |
| 2023 年第 2 季 | 3,494 | $3,647 億 |
| 2023 年第 1 季 | 3,439 | $3,501 億 |
| 2022 年第 4 季 | 3,411 | $3,251 億 |
| 2022 年第 3 季 | 3,183 | $2,784 億 |
| 2022 年第 2 季 | 3,243 | $3,052 億 |
| 2022 年第 1 季 | 3,306 | $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 |
2023 年第 1 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| STAR Financial Bank | 5,026 | $113.3 萬 | 1.10% | −154−3.0% | 減碼 |
| BSW Wealth Partners | 5,026 | $113.3 萬 | 0.23% | +97+2.0% | 加碼 |
| Regent Peak Wealth Advisors LLC | 5,043 | $113.7 萬 | 0.35% | −148−2.9% | 減碼 |
| Alhambra Investment Partners LLC | 5,053 | $113.9 萬 | 0.78% | +20.0% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 5,059 | $114.1 萬 | 0.53% | +1,536+43.6% | 加碼 |
| TLWM | 5,066 | $114.2 萬 | 0.36% | −19−0.4% | 減碼 |
| Onyx Bridge Wealth Group LLC | 5,091 | $114.8 萬 | 0.46% | +108+2.2% | 加碼 |
| Caldwell Investment Management Ltd. | 5,100 | $114.9 萬 | 1.14% | 00.0% | 不變 |
| JT Stratford LLC | 5,107 | $115.1 萬 | 0.33% | +531+11.6% | 加碼 |
| Harbour Investment Management LLC | 5,112 | $115.3 萬 | 0.64% | +73+1.4% | 加碼 |
| WealthPlan Investment Management, LLC | 5,122 | $115.5 萬 | 0.20% | −10,055−66.3% | 減碼 |
| DT Investment Partners, LLC | 4,967 | $115.5 萬 | 0.14% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 5,127 | $115.6 萬 | 0.27% | +1,155+29.1% | 加碼 |
| Founders Financial Alliance, LLC | 5,086 | $115.7 萬 | 0.58% | −495−8.9% | 減碼 |
| Fiduciary Planning LLC | 5,134 | $115.7 萬 | 0.55% | −185−3.5% | 減碼 |
| Principal Street Partners, LLC | 5,143 | $116.0 萬 | 0.29% | −439−7.9% | 減碼 |
| Sterling Investment Management, Inc. | 5,146 | $116.0 萬 | 0.92% | −2,537−33.0% | 減碼 |
| Mill Creek Capital Advisors, LLC | 5,149 | $116.1 萬 | 0.04% | +1,043+25.4% | 加碼 |
| Nicolet Bankshares Inc | 5,153 | $116.2 萬 | 0.38% | +152+3.0% | 加碼 |
| Claro Advisors LLC | 5,157 | $116.3 萬 | 0.34% | +98+1.9% | 加碼 |
| Rbo & Co LLC | 5,187 | $116.9 萬 | 0.20% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 5,188 | $117.0 萬 | 0.30% | −99−1.9% | 減碼 |
| Kennedy Investment Group | 5,213 | $117.5 萬 | 0.72% | −81−1.5% | 減碼 |
| Beaton Management Co. Inc. | 5,222 | $117.7 萬 | 0.79% | 00.0% | 不變 |
| DRW Securities, LLC | 5,230 | $117.9 萬 | 0.17% | +4,053+344.4% | 加碼 |
| Manhattan West Asset Management, LLC | 5,235 | $118.0 萬 | 0.51% | +978+23.0% | 加碼 |
| Bedell Frazier Investment Counseling, LLC | 5,236 | $118.1 萬 | 0.35% | +125+2.4% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 5,251 | $118.4 萬 | 0.09% | −589−10.1% | 減碼 |
| Westbourne Investment Advisors, Inc. | 5,257 | $118.5 萬 | 0.57% | −170−3.1% | 減碼 |
| Newbridge Financial Services Group, Inc. | 5,258 | $118.5 萬 | 0.63% | +172+3.4% | 加碼 |
| Delta Asset Management LLC | 5,275 | $118.9 萬 | 0.13% | +111+2.1% | 加碼 |
| First Capital Advisors Group, LLC. | 5,278 | $119.0 萬 | 0.76% | −82−1.5% | 減碼 |
| Cornerstone National Bank & Trust Co | 5,289 | $119.2 萬 | 0.65% | −82−1.5% | 減碼 |
| Consolidated Planning Corp | 5,293 | $119.3 萬 | 0.31% | +4,183+376.8% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 5,295 | $119.4 萬 | 0.09% | −80−1.5% | 減碼 |
| Rockingstone Advisors LLC | 5,310 | $119.7 萬 | 0.73% | +131+2.5% | 加碼 |
| Lebenthal Global Advisors, LLC | 5,313 | $119.8 萬 | 0.37% | −331−5.9% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 5,317 | $119.9 萬 | 0.32% | +306+6.1% | 加碼 |
| Woodmont Investment Counsel LLC | 5,319 | $119.9 萬 | 0.13% | +299+6.0% | 加碼 |
| Millennium Capital Advisors, LLC | 5,336 | $120.3 萬 | 1.08% | −20−0.4% | 減碼 |
| Adirondack Trust Co | 5,352 | $120.7 萬 | 0.61% | −72−1.3% | 減碼 |
| Eastover Investment Advisors LLC | 5,358 | $120.8 萬 | 0.68% | +205+4.0% | 加碼 |
| TCM Advisors, LLC | – | $121.1 萬 | 1.09% | – | – |
| Cahill Financial Advisors Inc | 5,381 | $121.3 萬 | 0.22% | +8+0.1% | 加碼 |
| Ignite Planners, LLC | 5,370 | $121.6 萬 | 0.50% | +272+5.3% | 加碼 |
| United Asset Strategies, Inc. | 5,397 | $121.7 萬 | 0.16% | +25+0.5% | 加碼 |
| Stelac Advisory Services LLC | 5,400 | $121.8 萬 | 0.53% | −608−10.1% | 減碼 |
| Centurion Wealth Management LLC | 5,414 | $122.1 萬 | 0.62% | +56+1.0% | 加碼 |
| Drive Wealth Management, LLC | 5,419 | $122.2 萬 | 0.51% | −163−2.9% | 減碼 |
| Kowal Investment Group, LLC | 5,436 | $122.6 萬 | 0.35% | +358+7.1% | 加碼 |
| Moseley Investment Management Inc | 5,442 | $122.7 萬 | 0.80% | +121+2.3% | 加碼 |
| Aspiriant, LLC | 5,448 | $122.8 萬 | 0.06% | −289−5.0% | 減碼 |
| Cape Investment Advisory, Inc. | 5,452 | $122.9 萬 | 0.75% | +5,452 | 新進 |
| Monte Financial Group, LLC | 5,454 | $123.0 萬 | 0.65% | +155+2.9% | 加碼 |
| Exos TFP Holdings LLC | 5,455 | $123.0 萬 | 0.31% | +2,919+115.1% | 加碼 |
| Bill Few Associates, Inc. | 5,459 | $123.1 萬 | 0.68% | +266+5.1% | 加碼 |
| Xcel Wealth Management, LLC | 5,471 | $123.3 萬 | 0.43% | +100+1.9% | 加碼 |
| Alera Investment Advisors, LLC | 5,491 | $123.8 萬 | 0.29% | −917−14.3% | 減碼 |
| Deseret Mutual Benefit Administrators | 5,496 | $123.9 萬 | 0.49% | +172+3.2% | 加碼 |
| German American Bancorp, Inc. | 5,515 | $124.3 萬 | 0.19% | +485+9.6% | 加碼 |
| Perennial Investment Advisors, LLC | 5,516 | $124.4 萬 | 0.23% | +2,189+65.8% | 加碼 |
| True Capital Management | 5,520 | $124.5 萬 | 0.85% | +240+4.5% | 加碼 |
| Atlas Brown,Inc. | 5,520 | $124.5 萬 | 0.57% | −25−0.5% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 5,529 | $124.7 萬 | 0.40% | −240−4.2% | 減碼 |
| Herbst Group, LLC | 5,550 | $125.1 萬 | 0.88% | +125+2.3% | 加碼 |
| SPC Financial, Inc. | 5,554 | $125.2 萬 | 0.14% | +42+0.8% | 加碼 |
| Kozak & Associates, Inc. | 5,566 | $125.5 萬 | 0.56% | −34−0.6% | 減碼 |
| Allstate Corp | 5,573 | $125.6 萬 | 0.09% | −71,679−92.8% | 減碼 |
| Mechanics Financial Corp | 5,574 | $125.7 萬 | 0.73% | −10−0.2% | 減碼 |
| Jacobsen Capital Management | 5,578 | $125.8 萬 | 0.67% | −2,706−32.7% | 減碼 |
| Aspen Grove Capital, LLC | 5,587 | $126.0 萬 | 0.55% | −97−1.7% | 減碼 |
| Kinsale Capital Group, Inc. | 5,590 | $126.0 萬 | 0.92% | +3,644+187.3% | 加碼 |
| Cadinha & Co LLC | 5,593 | $126.1 萬 | 0.35% | −1,641−22.7% | 減碼 |
| Conway Capital Management, Inc. | 5,600 | $126.3 萬 | 1.04% | 00.0% | 不變 |
| Monument Capital Management | 5,608 | $126.4 萬 | 0.42% | +513+10.1% | 加碼 |
| 9258 Wealth Management, LLC | 5,610 | $126.5 萬 | 0.26% | +44+0.8% | 加碼 |
| Monumental Financial Group Inc. | 5,612 | $126.5 萬 | 0.91% | +284+5.3% | 加碼 |
| Summit Asset Management, LLC | 5,614 | $126.6 萬 | 0.35% | 00.0% | 不變 |
| First Command Bank | 5,617 | $126.6 萬 | 0.13% | +293+5.5% | 加碼 |
| First Command Financial Services, Inc. | 5,617 | $126.6 萬 | 0.13% | +293+5.5% | 加碼 |
| Midwest Professional Planners, LTD. | 5,626 | $126.9 萬 | 0.62% | −628−10.0% | 減碼 |
| Mainstay Capital Management LLC | 5,642 | $127.2 萬 | 0.25% | −289−4.9% | 減碼 |
| Traphagen Investment Advisors LLC | 5,654 | $127.5 萬 | 0.19% | +60+1.1% | 加碼 |
| Delta Financial Group, Inc. | 5,669 | $127.8 萬 | 0.50% | −73−1.3% | 減碼 |
| Baker Ellis Asset Management LLC | 5,675 | $127.9 萬 | 0.23% | +101+1.8% | 加碼 |
| Financial Network Wealth Management LLC | 5,677 | $128.0 萬 | 0.63% | −88−1.5% | 減碼 |
| Grandview Asset Management LLC | 5,679 | $128.0 萬 | 0.75% | −49−0.9% | 減碼 |
| Archer Investment Corp | 5,766 | $128.5 萬 | 0.47% | −50−0.9% | 減碼 |
| Capula Management Ltd | 5,699 | $128.5 萬 | 0.11% | −33,174−85.3% | 減碼 |
| EPG Wealth Management LLC | 5,707 | $128.7 萬 | 0.41% | +1,384+32.0% | 加碼 |
| Colton Groome Financial Advisors, LLC | 5,712 | $128.8 萬 | 0.61% | +1,435+33.6% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 5,782 | $128.8 萬 | 0.03% | +1,714+42.1% | 加碼 |
| Capital Insight Partners, LLC | 5,716 | $128.9 萬 | 0.30% | −18−0.3% | 減碼 |
| Gladius Capital Management LP | 5,716 | $128.9 萬 | 0.40% | +2,453+75.2% | 加碼 |
| Lindenwold Advisors | 5,719 | $128.9 萬 | 0.80% | +199+3.6% | 加碼 |
| Strategic Investment Advisors | 5,721 | $129.0 萬 | 0.23% | −207−3.5% | 減碼 |
| Mitchell McLeod Pugh & Williams Inc | 5,739 | $129.4 萬 | 0.40% | +50+0.9% | 加碼 |
| Halbert Hargrove Global Advisors, LLC | 5,749 | $129.6 萬 | 0.09% | +285+5.2% | 加碼 |
| SRS Capital Advisors, Inc. | 5,750 | $129.6 萬 | 0.17% | +483+9.2% | 加碼 |
| Circle Wealth Management, LLC | 5,775 | $130.2 萬 | 0.19% | +22+0.4% | 加碼 |