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 |
|---|---|---|---|---|---|
| Atlas Private Wealth Management | 9,872 | $222.6 萬 | 1.34% | +176+1.8% | 加碼 |
| MCF Advisors LLC | 9,878 | $222.7 萬 | 0.21% | +208+2.2% | 加碼 |
| GM Advisory Group, Inc. | 9,920 | $223.7 萬 | 0.20% | +1,092+12.4% | 加碼 |
| Acropolis Investment Management, LLC | 9,924 | $223.7 萬 | 0.18% | −70−0.7% | 減碼 |
| Horan Capital Advisors, LLC. | 9,924 | $223.8 萬 | 0.92% | +85+0.9% | 加碼 |
| Keeler Thomas Management LLC | 9,927 | $223.8 萬 | 1.05% | +9,927 | 新進 |
| WealthPLAN Partners, LLC | 9,951 | $224.4 萬 | 0.26% | −5,241−34.5% | 減碼 |
| V-Square Quantitative Management LLC | 9,990 | $225.2 萬 | 2.08% | +9,990 | 新進 |
| Value Star Asset Management (Hong Kong) Ltd | 10,000 | $225.5 萬 | 0.88% | +10,000 | 新進 |
| Nicholas Hoffman & Company, LLC. | 10,005 | $225.6 萬 | 0.20% | +194+2.0% | 加碼 |
| Global Trust Asset Management, LLC | 10,014 | $225.8 萬 | 1.08% | +269+2.8% | 加碼 |
| Trivant Custom Portfolio Group, LLC | 10,058 | $226.8 萬 | 1.62% | +10,058 | 新進 |
| Wedmont Private Capital | 10,029 | $227.1 萬 | 0.30% | +2,272+29.3% | 加碼 |
| Harfst & Associates, Inc. | 10,089 | $227.5 萬 | 0.65% | +667+7.1% | 加碼 |
| RMR Wealth Builders | 10,098 | $227.7 萬 | 0.43% | +3,937+63.9% | 加碼 |
| Dohj, LLC | 10,160 | $229.1 萬 | 1.16% | −755−6.9% | 減碼 |
| Shorepoint Capital Partners LLC | 10,177 | $229.4 萬 | 0.66% | +770+8.2% | 加碼 |
| SJS Investment Consulting Inc. | 10,181 | $229.5 萬 | 0.63% | −816−7.4% | 減碼 |
| TrimTabs Asset Management, LLC | 10,209 | $230.2 萬 | 1.23% | +4,523+79.5% | 加碼 |
| Prestige Wealth Management Group LLC | 10,249 | $231.1 萬 | 0.58% | −1,932−15.9% | 減碼 |
| GPS Wealth Strategies Group, LLC | 10,249 | $231.1 萬 | 0.48% | −2,407−19.0% | 減碼 |
| Mayflower Financial Advisors, LLC | 10,299 | $232.2 萬 | 0.31% | +50+0.5% | 加碼 |
| FSM Wealth Advisors, LLC | 10,326 | $232.8 萬 | 1.35% | −254−2.4% | 減碼 |
| Titan Global Capital Management USA LLC | 10,342 | $233.2 萬 | 0.61% | −357−3.3% | 減碼 |
| SS&H Financial Advisors, Inc. | 10,375 | $233.9 萬 | 1.07% | −490−4.5% | 減碼 |
| Mount Capital Ltd | 10,429 | $235.1 萬 | 0.93% | −833−7.4% | 減碼 |
| Southeast Asset Advisors Inc. | 10,428 | $235.1 萬 | 0.35% | +6,652+176.2% | 加碼 |
| Eagle Rock Investment Company, LLC | 10,428 | $235.1 萬 | 0.54% | +10,428 | 新進 |
| SRN Advisors, LLC | 10,621 | $236.2 萬 | 2.16% | −959−8.3% | 減碼 |
| Private Trust Co NA | 10,484 | $236.4 萬 | 0.32% | +2,276+27.7% | 加碼 |
| Castle Rock Wealth Management, LLC | 10,148 | $236.6 萬 | 0.85% | −181−1.8% | 減碼 |
| Amarillo National Bank | 10,497 | $236.7 萬 | 0.48% | +112+1.1% | 加碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 10,507 | $236.9 萬 | 0.32% | +42+0.4% | 加碼 |
| B.O.S.S. Retirement Advisors, LLC | 10,555 | $238.0 萬 | 0.56% | +305+3.0% | 加碼 |
| Paragon Capital Management LLC | 10,620 | $239.4 萬 | 1.45% | −217−2.0% | 減碼 |
| Riverview Capital Advisers, LLC | 10,633 | $239.7 萬 | 1.03% | 00.0% | 不變 |
| Vetamer Capital Management, L.P. | 10,651 | $240.1 萬 | 3.31% | −3,434−24.4% | 減碼 |
| Johnson Financial Group, Inc. | 10,653 | $240.2 萬 | 0.17% | +1,365+14.7% | 加碼 |
| Founders Financial Securities LLC | 10,685 | $240.9 萬 | 0.35% | +495+4.9% | 加碼 |
| Syntegra Private Wealth Group, LLC | 10,699 | $241.2 萬 | 0.43% | +194+1.8% | 加碼 |
| Wrapmanager Inc | 10,701 | $241.3 萬 | 0.74% | −973−8.3% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 10,708 | $241.4 萬 | 0.88% | −142−1.3% | 減碼 |
| Community Bank, N.A. | 10,720 | $241.7 萬 | 0.33% | +1,090+11.3% | 加碼 |
| Fluent Financial, LLC | 10,722 | $241.7 萬 | 1.65% | −371−3.3% | 減碼 |
| Insigneo Advisory Services, LLC | 10,739 | $241.7 萬 | 0.77% | −507−4.5% | 減碼 |
| Symmetry Partners, LLC | 10,725 | $241.8 萬 | 0.13% | −769−6.7% | 減碼 |
| Richwood Investment Advisors, LLC | 10,749 | $242.4 萬 | 2.42% | −141−1.3% | 減碼 |
| Parkside Financial Bank & Trust | 10,773 | $242.9 萬 | 0.65% | +14+0.1% | 加碼 |
| Summit Trail Advisors, LLC | 10,802 | $243.5 萬 | 0.10% | +1,550+16.8% | 加碼 |
| IMS Capital Management | 10,805 | $243.6 萬 | 1.45% | +11+0.1% | 加碼 |
| WBI Investments | 10,807 | $243.7 萬 | 0.49% | −8,330−43.5% | 減碼 |
| Canton Hathaway, LLC | 10,816 | $243.9 萬 | 0.83% | −50−0.5% | 減碼 |
| Alpha Omega Wealth Management LLC | 10,825 | $244.1 萬 | 0.42% | −246−2.2% | 減碼 |
| 1776 Wealth LLC | 10,826 | $244.1 萬 | 1.47% | +32+0.3% | 加碼 |
| Scott & Selber, Inc. | 10,836 | $244.3 萬 | 1.04% | +20+0.2% | 加碼 |
| Voya Financial Advisors, Inc. | 10,988 | $244.3 萬 | 0.30% | −1,988−15.3% | 減碼 |
| Cornerstone Wealth Management, LLC | 10,841 | $244.4 萬 | 0.24% | +10,841 | 新進 |
| EverSource Wealth Advisors, LLC | 10,841 | $244.4 萬 | 0.30% | −200−1.8% | 減碼 |
| Compton Wealth Advisory Group, LLC | 10,860 | $244.8 萬 | 0.85% | −846−7.2% | 減碼 |
| Benchmark Investment Advisors LLC | 10,882 | $245.3 萬 | 2.52% | +1,685+18.3% | 加碼 |
| Martin & Co Inc | 10,886 | $245.4 萬 | 0.63% | −163−1.5% | 減碼 |
| Cornercap Investment Counsel Inc | 10,899 | $245.7 萬 | 0.43% | +169+1.6% | 加碼 |
| 180 Wealth Advisors, LLC | 10,905 | $245.9 萬 | 0.57% | +16+0.1% | 加碼 |
| Kennon-Green & Company, LLC | 10,923 | $246.3 萬 | 2.33% | +70+0.6% | 加碼 |
| Garrison Point Advisors, LLC | 10,936 | $246.6 萬 | 1.85% | −51−0.5% | 減碼 |
| Malaga Cove Capital, LLC | 10,949 | $246.9 萬 | 1.22% | +23+0.2% | 加碼 |
| Personal Cfo Solutions, LLC | 10,960 | $247.1 萬 | 0.51% | −682−5.9% | 減碼 |
| AlphaCore Capital LLC | 10,983 | $247.6 萬 | 0.66% | +3,901+55.1% | 加碼 |
| Robbins Farley LLC | 11,000 | $248.0 萬 | 1.82% | −3,088−21.9% | 減碼 |
| Avantax Planning Partners, Inc. | 11,010 | $248.2 萬 | 0.10% | −2,420−18.0% | 減碼 |
| Arkadios Wealth Advisors | 11,034 | $248.8 萬 | 0.30% | −321−2.8% | 減碼 |
| American Investment Services, Inc. | 12,013 | $249.6 萬 | 0.51% | 00.0% | 不變 |
| Martin Capital Advisors, LLP | 11,071 | $249.6 萬 | 2.58% | +30+0.3% | 加碼 |
| Bard Financial Services, Inc. | 11,080 | $249.8 萬 | 0.20% | 00.0% | 不變 |
| Braun Stacey Associates Inc | 11,100 | $250.3 萬 | 0.07% | +5,640+103.3% | 加碼 |
| Mystic Asset Management, Inc. | 11,124 | $250.8 萬 | 1.38% | −186−1.6% | 減碼 |
| Enterprise Bank & Trust Co | 11,132 | $251.0 萬 | 1.08% | −197−1.7% | 減碼 |
| Hoey Investments, Inc | 11,140 | $251.2 萬 | 0.99% | +26+0.2% | 加碼 |
| Private Capital Management LLC | 11,155 | $251.5 萬 | 0.75% | −566−4.8% | 減碼 |
| Navalign, LLC | 11,168 | $251.8 萬 | 1.05% | −65−0.6% | 減碼 |
| Washburn Capital Management, Inc. | 11,168 | $251.8 萬 | 2.17% | −951−7.8% | 減碼 |
| Advisor OS, LLC | 11,169 | $251.8 萬 | 0.60% | +677+6.5% | 加碼 |
| Lynch Asset Management, Inc. | 11,200 | $252.5 萬 | 1.81% | 00.0% | 不變 |
| Montecito Bank & Trust | 11,221 | $253.0 萬 | 0.60% | −125−1.1% | 減碼 |
| Blackhawk Capital Partners LLC. | 11,277 | $254.3 萬 | 1.86% | −1,653−12.8% | 減碼 |
| Wealthsource Partners, LLC | 11,284 | $254.4 萬 | 0.17% | −391−3.3% | 減碼 |
| Curbstone Financial Management Corp | 11,296 | $254.7 萬 | 0.62% | +150+1.3% | 加碼 |
| Pinnacle Holdings, LLC | 11,300 | $254.8 萬 | 1.18% | +26+0.2% | 加碼 |
| Sterling Investment Counsel, LLC | 11,316 | $255.1 萬 | 1.52% | −36−0.3% | 減碼 |
| Edgestream Partners, L.P. | 11,341 | $255.7 萬 | 0.28% | +9,437+495.6% | 加碼 |
| Evermay Wealth Management LLC | 11,343 | $255.7 萬 | 0.52% | +152+1.4% | 加碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 11,411 | $257.3 萬 | 0.18% | −605−5.0% | 減碼 |
| Marcum Wealth, LLC | 11,451 | $258.2 萬 | 0.32% | +1,993+21.1% | 加碼 |
| Leeward Financial Partners, LLC | 11,453 | $258.2 萬 | 1.58% | +455+4.1% | 加碼 |
| EFG Asset Management (North America) Corp. | 11,461 | $258.3 萬 | 0.57% | −1,959−14.6% | 減碼 |
| Summit Place Financial Advisors, LLC | 11,487 | $259.0 萬 | 1.84% | +26+0.2% | 加碼 |
| Stonnington Group, LLC | 11,136 | $259.1 萬 | 0.67% | −150−1.3% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 11,504 | $259.4 萬 | 1.66% | −60−0.5% | 減碼 |
| Obermeyer Wood Investment Counsel, LLLP | 10,517 | $259.4 萬 | 0.19% | −1,523−12.6% | 減碼 |
| MidWestOne Financial Group, Inc. | 11,524 | $259.8 萬 | 0.59% | +1,955+20.4% | 加碼 |