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 3 季 13F 持有人
Visa Inc. 在 2023/9/30 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
- 3,522
- 較 2023 年第 2 季 +61 家
- 持有股數
- 15.2 億
- 較 2023 年第 2 季 −1,210 萬 (−0.8%)
- 總市值
- $3,498 億
- 較 2023 年第 2 季 −$137.5 億 (−3.8%)
- 新進機構
- 157
- 另有 1,512 家加碼
- 清倉機構
- 96
- 另有 1,415 家減碼
另有 33 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Aft, Forsyth & Sober, LLC | 4,750 | $109.3 萬 | 0.46% | 00.0% | 不變 |
| S.A. Mason LLC | 4,753 | $109.3 萬 | 0.79% | +20.0% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 4,755 | $109.4 萬 | 0.83% | 00.0% | 不變 |
| Walled Lake Planning & Wealth Management, LLC | 4,757 | $109.4 萬 | 0.55% | −268−5.3% | 減碼 |
| Orion Capital Management LLC | 4,777 | $109.9 萬 | 0.71% | −1,150−19.4% | 減碼 |
| Finer Wealth Management, Inc. | 4,780 | $109.9 萬 | 0.88% | −1,716−26.4% | 減碼 |
| IPG Investment Advisors LLC | 4,791 | $110.2 萬 | 0.24% | +481+11.2% | 加碼 |
| Charles Schwab Trust Co | 4,791 | $110.2 萬 | 0.12% | +4,791 | 新進 |
| Glassman Wealth Services | 4,796 | $110.3 萬 | 0.18% | +26+0.5% | 加碼 |
| Intact Investment Management Inc. | 4,800 | $110.4 萬 | 0.05% | +750+18.5% | 加碼 |
| Fountainhead AM, LLC | 4,804 | $110.5 萬 | 0.39% | +2,843+145.0% | 加碼 |
| First National Bank of Hutchinson | 4,805 | $110.5 萬 | 0.84% | +10+0.2% | 加碼 |
| Global Endowment Management, LP | 4,817 | $110.8 萬 | 0.12% | +4,817 | 新進 |
| Three Bridge Wealth Advisors, LLC | 4,827 | $111.0 萬 | 0.46% | +58+1.2% | 加碼 |
| ERn Financial, LLC | 4,835 | $111.2 萬 | 0.24% | +308+6.8% | 加碼 |
| Sherbrooke Park Advisers LLC | 4,837 | $111.3 萬 | 0.35% | +137+2.9% | 加碼 |
| Mitchell Sinkler & Starr | 4,838 | $111.3 萬 | 0.34% | +240+5.2% | 加碼 |
| Roman Butler Fullerton & Co | 4,685 | $111.3 萬 | 0.53% | +41+0.9% | 加碼 |
| Knoll Capital Management, LLC | 4,850 | $111.6 萬 | 1.16% | 00.0% | 不變 |
| BSW Wealth Partners | 4,861 | $111.8 萬 | 0.25% | −120−2.4% | 減碼 |
| Bank of New Hampshire | 4,861 | $111.8 萬 | 0.34% | 00.0% | 不變 |
| Copperleaf Capital, LLC | 4,877 | $112.2 萬 | 1.21% | −675−12.2% | 減碼 |
| Global Financial Private Client, LLC | 4,869 | $112.6 萬 | 0.58% | −177−3.5% | 減碼 |
| Trust Investment Advisors | 4,899 | $112.7 萬 | 0.97% | −187−3.7% | 減碼 |
| KLCM Advisors, Inc. | 4,899 | $112.7 萬 | 0.21% | +524+12.0% | 加碼 |
| Alhambra Investment Partners LLC | 4,946 | $113.8 萬 | 0.75% | 00.0% | 不變 |
| Regent Peak Wealth Advisors LLC | 4,958 | $114.0 萬 | 0.35% | −9−0.2% | 減碼 |
| Clifford Swan Investment Counsel LLC | 4,973 | $114.4 萬 | 0.05% | −26−0.5% | 減碼 |
| Eaton Financial Holdings Company, LLC | 4,995 | $114.9 萬 | 0.31% | 00.0% | 不變 |
| Newbridge Financial Services Group, Inc. | 4,996 | $114.9 萬 | 0.58% | −155−3.0% | 減碼 |
| AdvisorNet Financial, Inc | 4,998 | $115.0 萬 | 0.10% | −964−16.2% | 減碼 |
| Spectrum Asset Management, Inc. (NB/CA) | 4,999 | $115.0 萬 | 0.60% | +3,164+172.4% | 加碼 |
| Quattro Financial Advisors LLC | 5,000 | $115.0 萬 | 0.50% | −383−7.1% | 減碼 |
| Bright Rock Capital Management, LLC | 5,000 | $115.0 萬 | 0.28% | 00.0% | 不變 |
| Sterling Investment Management, Inc. | 5,007 | $115.2 萬 | 1.02% | −80−1.6% | 減碼 |
| Live Oak Investment Partners | – | $115.3 萬 | 0.99% | – | – |
| Wallace Advisory Group, LLC | 4,857 | $115.4 萬 | 0.83% | +195+4.2% | 加碼 |
| Wealth Effects LLC | 5,021 | $115.5 萬 | 0.57% | +7+0.1% | 加碼 |
| Atlas Brown,Inc. | 5,046 | $116.1 萬 | 0.53% | 00.0% | 不變 |
| Bedell Frazier Investment Counseling, LLC | 5,057 | $116.3 萬 | 0.35% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 5,060 | $116.4 萬 | 0.09% | −71−1.4% | 減碼 |
| TCI Wealth Advisors, Inc. | 5,067 | $116.5 萬 | 0.15% | +353+7.5% | 加碼 |
| Caldwell Investment Management Ltd. | 5,100 | $116.6 萬 | 1.13% | 00.0% | 不變 |
| Baker Ellis Asset Management LLC | 5,070 | $116.6 萬 | 0.21% | +200+4.1% | 加碼 |
| Pinnacle West Asset Management, Inc. | 5,085 | $117.0 萬 | 1.15% | +295+6.2% | 加碼 |
| Axq Capital, LP | 5,100 | $117.3 萬 | 0.41% | +5,100 | 新進 |
| BTG Pactual Global Asset Management Ltd | 5,107 | $117.5 萬 | 0.67% | −2,700−34.6% | 減碼 |
| Headlands Technologies LLC | 5,113 | $117.6 萬 | 0.58% | +5,113 | 新進 |
| SPC Financial, Inc. | 5,122 | $117.8 萬 | 0.13% | −7−0.1% | 減碼 |
| Oak Thistle LLC | 5,146 | $118.4 萬 | 0.35% | +5,146 | 新進 |
| First County Bank | 5,146 | $118.4 萬 | 0.62% | +364+7.6% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 5,147 | $118.4 萬 | 0.39% | −249−4.6% | 減碼 |
| Herbst Group, LLC | 5,150 | $118.5 萬 | 0.85% | −400−7.2% | 減碼 |
| Mill Creek Capital Advisors, LLC | 5,157 | $118.6 萬 | 0.04% | −252−4.7% | 減碼 |
| Channel Wealth LLC | 5,161 | $118.7 萬 | 0.66% | +441+9.3% | 加碼 |
| One Wealth Advisors, LLC | 5,163 | $118.8 萬 | 0.26% | −10.0% | 減碼 |
| Rbo & Co LLC | 5,187 | $119.3 萬 | 0.22% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 5,190 | $119.4 萬 | 0.32% | +10.0% | 加碼 |
| Optas, LLC | 5,196 | $119.5 萬 | 0.40% | +310+6.3% | 加碼 |
| Synergy Financial Management, LLC | 5,199 | $119.6 萬 | 0.24% | −519−9.1% | 減碼 |
| QP Wealth Management, LLC | 5,199 | $119.6 萬 | 2.09% | −285−5.2% | 減碼 |
| Manchester Capital Management LLC | 5,203 | $119.7 萬 | 0.18% | −776−13.0% | 減碼 |
| Kennedy Investment Group | 5,220 | $120.1 萬 | 0.72% | +124+2.4% | 加碼 |
| Kozak & Associates, Inc. | 5,112 | $120.1 萬 | 0.44% | −460−8.3% | 減碼 |
| David Loasby | 5,209 | $120.4 萬 | 0.13% | +383+7.9% | 加碼 |
| Fortis Capital Management LLC | 5,253 | $120.8 萬 | 0.38% | +479+10.0% | 加碼 |
| TLWM | 5,257 | $120.9 萬 | 0.32% | +190+3.7% | 加碼 |
| Drive Wealth Management, LLC | 5,257 | $120.9 萬 | 0.44% | −170−3.1% | 減碼 |
| Salomon & Ludwin, LLC | 5,261 | $121.0 萬 | 0.13% | +211+4.2% | 加碼 |
| Delta Asset Management LLC | 5,265 | $121.1 萬 | 0.13% | −10−0.2% | 減碼 |
| TCM Advisors, LLC | – | $121.3 萬 | 1.09% | – | – |
| Woodmont Investment Counsel LLC | 5,272 | $121.3 萬 | 0.13% | −20−0.4% | 減碼 |
| Kovack Advisors, Inc. | 5,276 | $121.4 萬 | 0.17% | −117−2.2% | 減碼 |
| Twelve Points Wealth Management LLC | 5,310 | $122.1 萬 | 0.61% | +488+10.1% | 加碼 |
| Adirondack Trust Co | 5,314 | $122.2 萬 | 0.61% | 00.0% | 不變 |
| Private Advisory Group LLC | 5,317 | $122.3 萬 | 0.24% | +390+7.9% | 加碼 |
| Slagle Financial, LLC | 5,317 | $122.3 萬 | 0.75% | +474+9.8% | 加碼 |
| Kowal Investment Group, LLC | 5,326 | $122.5 萬 | 0.33% | +88+1.7% | 加碼 |
| Biltmore Family Office, LLC | 5,333 | $122.7 萬 | 0.28% | +343+6.9% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 5,333 | $122.7 萬 | 1.29% | +375+7.6% | 加碼 |
| Beaton Management Co. Inc. | 5,334 | $122.7 萬 | 0.80% | +112+2.1% | 加碼 |
| Atomi Financial Group, Inc. | 5,335 | $122.7 萬 | 0.41% | +1,715+47.4% | 加碼 |
| Millennium Capital Advisors, LLC | 5,336 | $122.7 萬 | 1.05% | 00.0% | 不變 |
| Concord Wealth Partners | 5,345 | $122.9 萬 | 0.26% | +413+8.4% | 加碼 |
| Menard Financial Group LLC | 5,364 | $123.4 萬 | 1.78% | +849+18.8% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 5,370 | $123.5 萬 | 0.28% | +86+1.6% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 5,382 | $123.8 萬 | 0.34% | +4,431+465.9% | 加碼 |
| Monticello Wealth Management, LLC | 5,388 | $123.9 萬 | 0.12% | −286−5.0% | 減碼 |
| Berkshire Asset Management LLC | 5,402 | $124.3 萬 | 0.08% | −110−2.0% | 減碼 |
| Donoghue Forlines LLC | 5,403 | $124.3 萬 | 0.44% | −60−1.1% | 減碼 |
| WBH Advisory Inc | 5,405 | $124.3 萬 | 0.15% | −163−2.9% | 減碼 |
| Centurion Wealth Management LLC | 5,412 | $124.5 萬 | 0.61% | +17+0.3% | 加碼 |
| BCJ Capital Management, LLC | 5,440 | $125.1 萬 | 0.11% | +406+8.1% | 加碼 |
| Bill Few Associates, Inc. | 5,443 | $125.2 萬 | 0.65% | −16−0.3% | 減碼 |
| True North Advisors, LLC | 5,443 | $125.2 萬 | 0.39% | +416+8.3% | 加碼 |
| Founders Financial Alliance, LLC | 5,447 | $125.3 萬 | 0.55% | −1,223−18.3% | 減碼 |
| L & S Advisors Inc | 5,457 | $125.5 萬 | 0.18% | −16,652−75.3% | 減碼 |
| Rockingstone Advisors LLC | 5,468 | $125.8 萬 | 0.70% | +139+2.6% | 加碼 |
| Jacobsen Capital Management | 5,469 | $125.8 萬 | 0.68% | −175−3.1% | 減碼 |
| Cape Investment Advisory, Inc. | 5,470 | $125.8 萬 | 0.71% | +90+1.7% | 加碼 |