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。
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
- 3,440
- 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
- $3,502 億
- 較 2022 年第 4 季 +$253.4 億 (+7.8%)
- 新進機構
- 208
- 另有 1,382 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 | 4,591 | $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 |
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 |
|---|---|---|---|---|---|
| Wealthquest Corp | 1,599 | $36.1 萬 | 0.05% | −61−3.7% | 減碼 |
| BTC Capital Management, Inc. | 1,599 | $36.1 萬 | 0.04% | −80−4.8% | 減碼 |
| Smith Shellnut Wilson LLC | 1,600 | $36.1 萬 | 0.22% | 00.0% | 不變 |
| Veritas Investment Partners (UK) Ltd. | 1,605 | $36.2 萬 | 0.01% | −1,114−41.0% | 減碼 |
| Fort, L.P. | 1,615 | $36.4 萬 | 0.94% | −552−25.5% | 減碼 |
| Shelton Wealth Management, LLC | 1,616 | $36.4 萬 | 0.30% | −151−8.5% | 減碼 |
| Prosperity Wealth Management, Inc. | 1,619 | $36.5 萬 | 0.30% | +233+16.8% | 加碼 |
| Wayfinding Financial, LLC | 1,626 | $36.6 萬 | 0.28% | +1,626 | 新進 |
| United Bank | 1,624 | $36.6 萬 | 0.21% | −25−1.5% | 減碼 |
| Aberdeen Wealth Management LLC | 1,627 | $36.7 萬 | 0.27% | −1−0.1% | 減碼 |
| Franklin Street Advisors Inc | 1,634 | $36.8 萬 | 0.03% | +1,634 | 新進 |
| Unique Wealth, LLC | 1,633 | $36.8 萬 | 0.18% | +168+11.5% | 加碼 |
| Brown Miller Wealth Management, LLC | 1,638 | $36.9 萬 | 0.22% | −47−2.8% | 減碼 |
| Garden State Investment Advisory Services LLC | 1,640 | $37.0 萬 | 0.19% | +124+8.2% | 加碼 |
| Sound Income Strategies, LLC | 1,649 | $37.2 萬 | 0.04% | +672+68.8% | 加碼 |
| MBM Wealth Consultants, LLC | 1,822 | $37.2 萬 | 0.16% | 00.0% | 不變 |
| Sage Private Wealth Group, LLC | 1,651 | $37.2 萬 | 0.43% | −93−5.3% | 減碼 |
| DGS Capital Management, LLC | 1,653 | $37.3 萬 | 0.21% | −37−2.2% | 減碼 |
| Grey Fox Wealth Advisors, LLC | 1,655 | $37.3 萬 | 0.22% | +90+5.8% | 加碼 |
| Planning Center, Inc. | 1,610 | $37.5 萬 | 0.10% | 00.0% | 不變 |
| RWM Asset Management, LLC | 1,662 | $37.5 萬 | 0.08% | −118−6.6% | 減碼 |
| Hixon Zuercher, LLC | 1,666 | $37.6 萬 | 0.22% | +50+3.1% | 加碼 |
| Soltis Investment Advisors LLC | 1,670 | $37.7 萬 | 0.05% | −10,897−86.7% | 減碼 |
| Cutter & CO Brokerage, Inc. | 1,671 | $37.7 萬 | 0.12% | +2+0.1% | 加碼 |
| Seed Wealth Management, Inc. | 1,674 | $37.7 萬 | 0.43% | 00.0% | 不變 |
| Sterling Group Wealth Management, LLC | 1,675 | $37.8 萬 | 0.36% | +466+38.5% | 加碼 |
| Sierra Capital LLC | 1,678 | $37.8 萬 | 0.06% | −715−29.9% | 減碼 |
| Cohen & Steers, Inc. | 1,675 | $37.8 萬 | 0.00% | +126+8.1% | 加碼 |
| Rosenberg Matthew Hamilton | 1,678 | $37.8 萬 | 0.12% | +15+0.9% | 加碼 |
| Emerald Advisors, LLC | 1,680 | $37.9 萬 | 0.10% | −50−2.9% | 減碼 |
| Hoxton Planning & Management, LLC | 1,686 | $38.0 萬 | 0.21% | +9+0.5% | 加碼 |
| Blossom Wealth Management | 1,689 | $38.1 萬 | 1.55% | +150+9.7% | 加碼 |
| Aspireon Wealth Advisors | 1,701 | $38.4 萬 | 0.21% | 00.0% | 不變 |
| M. Kraus & Co | 1,704 | $38.4 萬 | 0.14% | +134+8.5% | 加碼 |
| Contravisory Investment Management, Inc. | 1,706 | $38.5 萬 | 0.11% | +1,706 | 新進 |
| Sender Co & Partners, Inc. | 1,706 | $38.5 萬 | 1.40% | +1,706 | 新進 |
| SNS Financial Group, LLC | 1,709 | $38.5 萬 | 0.05% | −1,468−46.2% | 減碼 |
| Lee Financial Group Hawaii, Inc. | 1,710 | $38.5 萬 | 0.40% | −28−1.6% | 減碼 |
| Cim, LLC | 1,713 | $38.6 萬 | 0.08% | 00.0% | 不變 |
| Inceptionr LLC | 1,714 | $38.6 萬 | 0.12% | −204−10.6% | 減碼 |
| Asset Management Resources, LLC | 1,714 | $38.6 萬 | 0.25% | +88+5.4% | 加碼 |
| Burt Wealth Advisors | 1,715 | $38.7 萬 | 0.12% | +28+1.7% | 加碼 |
| Barnes Pettey Financial Advisors, LLC | 1,720 | $38.8 萬 | 0.37% | −20−1.1% | 減碼 |
| Lee Financial Co | 1,730 | $39.0 萬 | 0.07% | −377−17.9% | 減碼 |
| Blue Investment Partners LLC | 1,733 | $39.1 萬 | 0.39% | 00.0% | 不變 |
| Signature Estate & Investment Advisors LLC | 1,742 | $39.3 萬 | 0.01% | −37−2.1% | 減碼 |
| Crumly & Associates Inc. | 1,747 | $39.4 萬 | 0.17% | +39+2.3% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 1,748 | $39.4 萬 | 0.21% | +435+33.1% | 加碼 |
| Domani Wealth, LLC | 1,756 | $39.6 萬 | 0.09% | +27+1.6% | 加碼 |
| Hudock, Inc. | 1,757 | $39.6 萬 | 0.10% | −31−1.7% | 減碼 |
| Redwood Financial Network Corp | 1,770 | $39.9 萬 | 0.41% | −15−0.8% | 減碼 |
| Financial Alternatives, Inc | 1,781 | $40.2 萬 | 0.38% | 00.0% | 不變 |
| BCJ Capital Management, LLC | 1,785 | $40.2 萬 | 0.04% | +234+15.1% | 加碼 |
| Drake & Associates, LLC | 1,786 | $40.3 萬 | 0.20% | +8+0.4% | 加碼 |
| Evolution Wealth Advisors, LLC | 1,789 | $40.3 萬 | 0.10% | +266+17.5% | 加碼 |
| Key Financial Inc | 1,792 | $40.4 萬 | 0.15% | 00.0% | 不變 |
| Future Financial Wealth Managment LLC | 1,765 | $40.4 萬 | 0.45% | 00.0% | 不變 |
| TFB Advisors LLC | 1,793 | $40.4 萬 | 0.31% | +29+1.6% | 加碼 |
| Parcion Private Wealth LLC | 1,793 | $40.4 萬 | 0.04% | +685+61.8% | 加碼 |
| Fifth Third Wealth Advisors LLC | 1,796 | $40.5 萬 | 0.75% | +1,796 | 新進 |
| Community Bank & Trust, Waco, Texas | 1,804 | $40.7 萬 | 0.13% | −73−3.9% | 減碼 |
| MKT Advisors LLC | 1,789 | $40.8 萬 | 0.30% | +8+0.4% | 加碼 |
| Dover Advisors, LLC | 1,814 | $40.9 萬 | 0.39% | +115+6.8% | 加碼 |
| Crestmont Private Wealth LLC | 1,814 | $40.9 萬 | 0.27% | +266+17.2% | 加碼 |
| Hartford Funds Management Co LLC | 1,819 | $41.0 萬 | 0.04% | +359+24.6% | 加碼 |
| Blue Barn Wealth, LLC | 1,821 | $41.1 萬 | 0.25% | +623+52.0% | 加碼 |
| PPS&V Asset Management Consultants, Inc. | 1,824 | $41.1 萬 | 0.35% | −84−4.4% | 減碼 |
| Paladin Advisory Group, LLC | 1,827 | $41.2 萬 | 0.34% | +1,827 | 新進 |
| Morris Retirement Advisors, LLC | 1,830 | $41.3 萬 | 0.30% | −20−1.1% | 減碼 |
| Fiduciary Alliance LLC | 1,830 | $41.3 萬 | 0.10% | +110+6.4% | 加碼 |
| Benjamin Edwards Inc | 1,832 | $41.3 萬 | 0.10% | −215−10.5% | 減碼 |
| Measured Wealth Private Client Group, LLC | 1,833 | $41.3 萬 | 0.16% | −62−3.3% | 減碼 |
| Jeppson Wealth Management, LLC | 1,834 | $41.3 萬 | 0.18% | −48−2.6% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 1,834 | $41.4 萬 | 0.20% | 00.0% | 不變 |
| Sunburst Financial Group, LLC | 1,837 | $41.4 萬 | 0.15% | −229−11.1% | 減碼 |
| Financial Engines Advisors L.L.C. | 1,837 | $41.4 萬 | 0.00% | −447−19.6% | 減碼 |
| Private Capital Management, LLC | 1,841 | $41.5 萬 | 0.05% | 00.0% | 不變 |
| Worth Asset Management, LLC | 1,851 | $41.7 萬 | 0.32% | +162+9.6% | 加碼 |
| McAdam, LLC | 1,853 | $41.8 萬 | 0.04% | +679+57.8% | 加碼 |
| FJ Capital Management LLC | 1,855 | $41.8 萬 | 0.05% | −2,914−61.1% | 減碼 |
| Cassady Schiller Wealth Management, LLC | 1,865 | $42.0 萬 | 0.20% | 00.0% | 不變 |
| Dravo Bay LLC | 1,870 | $42.2 萬 | 0.32% | 00.0% | 不變 |
| Westhampton Capital, LLC | 1,871 | $42.2 萬 | 0.27% | +90+5.1% | 加碼 |
| Scissortail Wealth Management, LLC | 1,873 | $42.2 萬 | 0.38% | −2,690−59.0% | 減碼 |
| Vantage Financial Partners Ltd., Inc. | 1,875 | $42.3 萬 | 0.25% | 00.0% | 不變 |
| Milestone Investment Advisors LLC | 1,875 | $42.3 萬 | 0.13% | +1,875 | 新進 |
| Monarch Capital Management Inc | 1,876 | $42.3 萬 | 0.13% | 00.0% | 不變 |
| Jag Capital Management, LLC | 1,886 | $42.5 萬 | 0.05% | +465+32.7% | 加碼 |
| Nadler Financial Group, Inc. | 1,889 | $42.6 萬 | 0.07% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 1,894 | $42.7 萬 | 0.17% | −374−16.5% | 減碼 |
| Old Point Trust & Financial Services N A | 1,898 | $42.8 萬 | 0.19% | +51+2.8% | 加碼 |
| Cardinal Point Capital Management, ULC | 1,902 | $42.9 萬 | 0.13% | +590+45.0% | 加碼 |
| Holistic Financial Partners | 1,904 | $42.9 萬 | 0.34% | +39+2.1% | 加碼 |
| Jackson Creek Investment Advisors LLC | 1,909 | $43.0 萬 | 0.18% | +1,909 | 新進 |
| Fortis Advisors, LLC | 1,911 | $43.1 萬 | 0.28% | 00.0% | 不變 |
| Klingman & Associates, LLC | 1,914 | $43.2 萬 | 0.04% | −144−7.0% | 減碼 |
| Delphia (USA) Inc. | 1,917 | $43.2 萬 | 0.53% | −233−10.8% | 減碼 |
| PCA Investment Advisory Services Inc. | 1,924 | $43.4 萬 | 0.31% | +1,924 | 新進 |
| Studio Investment Management LLC | 1,929 | $43.5 萬 | 0.13% | +15+0.8% | 加碼 |
| West Oak Capital, LLC | 1,930 | $43.5 萬 | 0.22% | +300+18.4% | 加碼 |