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、8 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 4 季 13F 持有人
Visa Inc. 在 2023/12/31 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
- 3,781
- 較 2023 年第 3 季 +321 家
- 持有股數
- 15.2 億
- 較 2023 年第 3 季 −180.8 萬 (−0.1%)
- 總市值
- $3,944 億
- 較 2023 年第 3 季 +$453.8 億 (+13.0%)
- 新進機構
- 427
- 另有 1,526 家加碼
- 清倉機構
- 106
- 另有 1,446 家減碼
另有 62 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bank of New Hampshire | 4,861 | $126.6 萬 | 0.36% | 00.0% | 不變 |
| Winthrop Capital Management, LLC | 4,864 | $126.6 萬 | 0.41% | +4,864 | 新進 |
| Regent Peak Wealth Advisors LLC | 4,881 | $127.1 萬 | 0.34% | −77−1.6% | 減碼 |
| Options Solutions, LLC | 4,885 | $127.2 萬 | 1.35% | +185+3.9% | 加碼 |
| Eudaimonia Partners, LLC | 4,887 | $127.2 萬 | 0.33% | −2,510−33.9% | 減碼 |
| Monticello Wealth Management, LLC | 4,894 | $127.4 萬 | 0.12% | −494−9.2% | 減碼 |
| David Loasby | 4,921 | $127.8 萬 | 0.14% | −288−5.5% | 減碼 |
| Emerald Advisers, LLC | 4,914 | $127.9 萬 | 0.05% | −1,115−18.5% | 減碼 |
| Blueprint Investment Partners LLC | 4,914 | $128.0 萬 | 0.35% | −824−14.4% | 減碼 |
| Foresight Global Investors, Inc. | 4,920 | $128.1 萬 | 0.73% | −1,111−18.4% | 減碼 |
| Baker Ellis Asset Management LLC | 4,920 | $128.1 萬 | 0.21% | −150−3.0% | 減碼 |
| BSW Wealth Partners | 4,921 | $128.1 萬 | 0.25% | +60+1.2% | 加碼 |
| Ethos Financial Group, LLC | 4,925 | $128.2 萬 | 0.27% | +289+6.2% | 加碼 |
| Cutter & CO Brokerage, Inc. | 4,930 | $128.4 萬 | 0.36% | +3,136+174.8% | 加碼 |
| WR Wealth Planners, LLC | 4,933 | $128.4 萬 | 0.48% | +820+19.9% | 加碼 |
| Scissortail Wealth Management, LLC | 4,715 | $129.0 萬 | 0.41% | +2,833+150.5% | 加碼 |
| Trustmark National Bank Trust Department | 4,969 | $129.4 萬 | 0.12% | +255+5.4% | 加碼 |
| Laffer Tengler Investments | 4,975 | $129.5 萬 | 0.34% | +578+13.1% | 加碼 |
| Zhang Financial LLC | 4,987 | $129.8 萬 | 0.11% | +427+9.4% | 加碼 |
| Wealth Effects LLC | 4,991 | $129.9 萬 | 0.49% | −30−0.6% | 減碼 |
| Midland Wealth Advisors LLC | 4,993 | $130.0 萬 | 0.09% | +4,993 | 新進 |
| Spectrum Asset Management, Inc. (NB/CA) | 4,999 | $130.2 萬 | 0.58% | 00.0% | 不變 |
| Quattro Financial Advisors LLC | 260 | $130.2 萬 | 0.47% | −4,740−94.8% | 減碼 |
| Harbert Fund Advisors, Inc. | 5,000 | $130.2 萬 | 0.89% | +5,000 | 新進 |
| Drive Wealth Management, LLC | 5,006 | $130.3 萬 | 0.42% | −251−4.8% | 減碼 |
| Optas, LLC | 5,007 | $130.4 萬 | 0.39% | −189−3.6% | 減碼 |
| Alhambra Investment Partners LLC | 5,008 | $130.4 萬 | 0.77% | +62+1.3% | 加碼 |
| First Commonwealth Financial Corp | 5,013 | $130.5 萬 | 0.40% | −761−13.2% | 減碼 |
| Bedell Frazier Investment Counseling, LLC | 5,014 | $130.5 萬 | 0.36% | −43−0.9% | 減碼 |
| Jessup Wealth Management, Inc | 5,014 | $130.5 萬 | 0.65% | −1,051−17.3% | 減碼 |
| Austin Private Wealth, LLC | 5,031 | $131.0 萬 | 0.17% | +526+11.7% | 加碼 |
| Symmetry Investments LP | 5,035 | $131.1 萬 | 0.24% | +5,035 | 新進 |
| Atlas Brown,Inc. | 5,047 | $131.4 萬 | 0.54% | +10.0% | 加碼 |
| BCJ Capital Management, LLC | 5,052 | $131.5 萬 | 0.11% | −388−7.1% | 減碼 |
| Kennedy Investment Group | 5,060 | $131.7 萬 | 0.74% | −160−3.1% | 減碼 |
| Independent Wealth Network Inc. | 5,062 | $131.8 萬 | 0.69% | +695+15.9% | 加碼 |
| Sterling Investment Management, Inc. | 5,070 | $132.0 萬 | 0.97% | +63+1.3% | 加碼 |
| Valmark Advisers, Inc. | 5,075 | $132.1 萬 | 0.02% | +2,032+66.8% | 加碼 |
| Axq Capital, LP | 5,100 | $132.8 萬 | 0.35% | 00.0% | 不變 |
| TCI Wealth Advisors, Inc. | 5,107 | $133.0 萬 | 0.14% | +40+0.8% | 加碼 |
| Caldwell Investment Management Ltd. | 5,100 | $133.1 萬 | 1.02% | 00.0% | 不變 |
| Wulff, Hansen & Co. | 5,120 | $133.3 萬 | 1.48% | +1,250+32.3% | 加碼 |
| Magnolia Capital Advisors LLC | 4,811 | $133.3 萬 | 0.97% | +1,244+34.9% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 5,123 | $133.4 萬 | 0.10% | +63+1.2% | 加碼 |
| AdvisorNet Financial, Inc | 5,130 | $133.6 萬 | 0.12% | +132+2.6% | 加碼 |
| Silver Oak Securities, Inc | 5,140 | $133.8 萬 | 0.18% | +1,374+36.5% | 加碼 |
| Herbst Group, LLC | 5,150 | $134.1 萬 | 0.86% | 00.0% | 不變 |
| Truepoint, Inc. | 5,152 | $134.1 萬 | 0.04% | +1,926+59.7% | 加碼 |
| Northeast Financial Group, Inc. | 5,154 | $134.2 萬 | 0.66% | −1,977−27.7% | 減碼 |
| Slagle Financial, LLC | 10,276 | $134.2 萬 | 0.77% | +4,959+93.3% | 加碼 |
| Fountainhead AM, LLC | 5,163 | $134.4 萬 | 0.37% | +359+7.5% | 加碼 |
| Mainstay Capital Management LLC | 5,168 | $134.5 萬 | 0.26% | +695+15.5% | 加碼 |
| First County Bank | 5,168 | $134.5 萬 | 0.65% | +22+0.4% | 加碼 |
| Canopy Partners, LLC | 5,171 | $134.6 萬 | 0.82% | +5,171 | 新進 |
| ERn Financial, LLC | 5,025 | $134.7 萬 | 0.25% | +190+3.9% | 加碼 |
| GFS Advisors, LLC | 5,184 | $135.0 萬 | 0.20% | +1,787+52.6% | 加碼 |
| Rbo & Co LLC | 5,187 | $135.0 萬 | 0.23% | 00.0% | 不變 |
| Cambridge Advisors Inc. | 5,191 | $135.1 萬 | 0.34% | +10.0% | 加碼 |
| Trust Co | 5,191 | $135.1 萬 | 0.17% | −376−6.8% | 減碼 |
| Donoghue Forlines LLC | 5,196 | $135.3 萬 | 0.42% | −207−3.8% | 減碼 |
| Advisor Resource Council | 5,199 | $135.3 萬 | 0.16% | +3,084+145.8% | 加碼 |
| Delta Asset Management LLC | 5,218 | $135.9 萬 | 0.13% | −47−0.9% | 減碼 |
| L2 Asset Management, LLC | 5,237 | $136.4 萬 | 0.56% | +4,890+1,409.2% | 加碼 |
| Engineers Gate Manager LP | 5,249 | $136.7 萬 | 0.04% | −25,656−83.0% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 5,266 | $137.1 萬 | 0.41% | +119+2.3% | 加碼 |
| TLWM | 5,271 | $137.2 萬 | 0.32% | +14+0.3% | 加碼 |
| TCM Advisors, LLC | – | $137.3 萬 | 1.11% | – | – |
| Lebenthal Global Advisors, LLC | 5,279 | $137.4 萬 | 0.32% | +850+19.2% | 加碼 |
| Parnassus Investments | 5,280 | $137.5 萬 | 0.00% | +745+16.4% | 加碼 |
| Pacific Wealth Strategies Group, Inc. | 5,287 | $137.7 萬 | 1.31% | −46−0.9% | 減碼 |
| USA Financial Portformulas Corp | 5,301 | $138.0 萬 | 0.24% | +5,282+27,800.0% | 加碼 |
| Beaton Management Co. Inc. | 5,309 | $138.2 萬 | 0.83% | −25−0.5% | 減碼 |
| Investment Partners, Ltd. | 5,317 | $138.4 萬 | 0.68% | −161−2.9% | 減碼 |
| Pinnacle West Asset Management, Inc. | 5,325 | $138.6 萬 | 1.19% | +240+4.7% | 加碼 |
| True North Advisors, LLC | 5,327 | $138.7 萬 | 0.36% | −116−2.1% | 減碼 |
| Twelve Points Wealth Management LLC | 5,328 | $138.7 萬 | 0.66% | +18+0.3% | 加碼 |
| Allstate Corp | 5,330 | $138.8 萬 | 0.10% | −237−4.3% | 減碼 |
| Tiemann Investment Advisors, LLC | 5,334 | $138.9 萬 | 0.67% | −200−3.6% | 減碼 |
| Millennium Capital Advisors, LLC | 5,346 | $139.2 萬 | 1.06% | +10+0.2% | 加碼 |
| WBH Advisory Inc | 5,349 | $139.3 萬 | 0.15% | −56−1.0% | 減碼 |
| Provence Wealth Management Group | 5,350 | $139.3 萬 | 0.75% | +697+15.0% | 加碼 |
| BTG Pactual Global Asset Management Ltd | 5,351 | $139.3 萬 | 0.83% | +244+4.8% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 5,351 | $139.3 萬 | 0.11% | +5,351 | 新進 |
| Centurion Wealth Management LLC | 5,384 | $140.2 萬 | 0.60% | −28−0.5% | 減碼 |
| SPC Financial, Inc. | 5,385 | $140.2 萬 | 0.14% | +263+5.1% | 加碼 |
| Berkshire Asset Management LLC | 5,408 | $140.8 萬 | 0.08% | +6+0.1% | 加碼 |
| FCG Investment Co | 5,413 | $140.9 萬 | 1.38% | +5,413 | 新進 |
| Biltmore Family Office, LLC | 5,418 | $141.0 萬 | 0.29% | +85+1.6% | 加碼 |
| Financial Network Wealth Management LLC | 5,424 | $141.2 萬 | 0.61% | −236−4.2% | 減碼 |
| Keystone Investors Pte Ltd | 5,425 | $141.2 萬 | 0.12% | −1,631−23.1% | 減碼 |
| Zega Financial, LLC | 5,436 | $141.5 萬 | 0.59% | +5,436 | 新進 |
| MSH Capital Advisors LLC | 5,441 | $141.7 萬 | 0.53% | −670−11.0% | 減碼 |
| Kowal Investment Group, LLC | 5,442 | $141.7 萬 | 0.33% | +116+2.2% | 加碼 |
| Bill Few Associates, Inc. | 5,443 | $141.7 萬 | 0.65% | 00.0% | 不變 |
| Koshinski Asset Management, Inc. | 5,448 | $141.8 萬 | 0.22% | −4,133−43.1% | 減碼 |
| Stablepoint Partners, LLC | 5,472 | $142.5 萬 | 0.37% | +5,472 | 新進 |
| Legacy Capital Wealth Partners, LLC | 5,482 | $142.7 萬 | 0.40% | +100+1.9% | 加碼 |
| Ionic Capital Management LLC | 5,483 | $142.7 萬 | 0.68% | +5,483 | 新進 |
| Profit Investment Management, LLC | 5,485 | $142.8 萬 | 0.82% | −185−3.3% | 減碼 |
| Castleview Partners, LLC | 5,485 | $142.8 萬 | 1.00% | +1,188+27.6% | 加碼 |