Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,942 institutions that hold shares in the stock, with a total of 1.45 Billion shares, which have been reported (via 13F filing form) to have a value of $473 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roman Butler Fullerton & CO
|
Nov 05, 2025 Q3 2025 |
5,636
shares
|
$1.84 Million
0.55% of portfolio
|
Q3 2025
Added 20.14%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
5,636
shares
|
$1.84 Million
0.25% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
5,610
shares
|
$1.83 Million
0.68% of portfolio
|
Q4 2025
Added 5.53%
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
5,599
shares
|
$1.82 Million
0.15% of portfolio
|
Q3 2025
Added 3.86%
|
|
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
Nov 06, 2025 Q3 2025 |
5,596
shares
|
$1.82 Million
0.08% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
5,593
shares
|
$1.82 Million
0.87% of portfolio
|
Q3 2025
Reduced 10.55%
|
|
|
Wood Trust Financial Corp
|
Oct 28, 2025 Q3 2025 |
5,591
shares
|
$1.82 Million
0.23% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
5,590
shares
|
$1.82 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Oct 09, 2025 Q3 2025 |
5,588
shares
|
$1.82 Million
0.49% of portfolio
|
Q3 2025
Added 23.14%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,583
shares
|
$1.82 Million
0.29% of portfolio
|
Q3 2023
Reduced 24.14%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Nov 12, 2025 Q3 2025 |
5,583
shares
|
$1.82 Million
0.15% of portfolio
|
Q3 2025
Added 5.14%
|
|
|
Tlwm
San Antonio, TX |
Jan 12, 2026 Q4 2025 |
5,576
shares
|
$1.82 Million
0.34% of portfolio
|
Q4 2025
Reduced 1.69%
|
|
|
Congress Park Capital LLC
|
Jan 14, 2026 Q4 2025 |
5,568
shares
|
$1.81 Million
0.6% of portfolio
|
Q4 2025
Reduced 4.15%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
5,566
shares
|
$1.81 Million
0.19% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
5,543
shares
|
$1.81 Million
0.15% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Perissos Private Wealth Management, LLC
Bethany, OK |
Nov 14, 2025 Q3 2025 |
5,530
shares
|
$1.8 Million
1.37% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 15, 2026 Q4 2025 |
5,528
shares
|
$1.8 Million
0.79% of portfolio
|
Q4 2025
Reduced 6.37%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
5,520
shares
|
$1.8 Million
0.85% of portfolio
|
Q1 2023
Added 4.55%
|
|
|
Carl P. Sherr & Co., LLC
|
Nov 03, 2025 Q3 2025 |
5,519
shares
|
$1.8 Million
0.91% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
5,515
shares
|
$1.8 Million
1.12% of portfolio
|
Q3 2025
Added 14.92%
|
|
|
Jacobsen Capital Management
|
Oct 27, 2025 Q3 2025 |
5,512
shares
|
$1.8 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,511
shares
|
$1.8 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 07, 2026 Q4 2025 |
5,503
shares
|
$1.79 Million
0.51% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Enhancing Capital LLC
|
Nov 13, 2025 Q3 2025 |
5,500
shares
|
$1.79 Million
1.37% of portfolio
|
Q1 2025
Reduced 23.01%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
5,498
shares
|
$1.79 Million
0.59% of portfolio
|
Q3 2024
Added 0.27%
|
|