Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,646 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $511 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
969
shares
|
$337,725
0.03% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
969
shares
|
$337,725
0.08% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
969
shares
|
$337,725
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
968
shares
|
$337,377
0.06% of portfolio
|
Q4 2024
Added 5.1%
|
|
|
Blue Rock Wealth Management LLC
Winston Salem, NC |
Feb 14, 2025 Q4 2024 |
967
shares
|
$337,028
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Rs Crum Inc.
|
Feb 10, 2025 Q4 2024 |
966
shares
|
$336,679
0.08% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
Feb 11, 2025 Q4 2024 |
965
shares
|
$336,331
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
964
shares
|
$335,982
0.23% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
964
shares
|
$335,982
0.13% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
964
shares
|
$335,982
0.36% of portfolio
|
Q3 2023
Reduced 17.61%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
963
shares
|
$335,634
0.38% of portfolio
|
Q4 2024
Reduced 40.33%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
960
shares
|
$334,588
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Hurlow Wealth Management Group, Inc.
|
Feb 12, 2025 Q4 2024 |
958
shares
|
$333,891
0.09% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
958
shares
|
$333,891
0.14% of portfolio
|
Q4 2024
Reduced 23.85%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
956
shares
|
$333,194
0.15% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Vanguard Capital Wealth Advisors
|
Feb 14, 2025 Q4 2024 |
956
shares
|
$333,194
0.33% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
955
shares
|
$332,846
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
954
shares
|
$332,497
0.11% of portfolio
|
Q4 2024
Added 8.29%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
953
shares
|
$332,149
0.11% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
952
shares
|
$331,800
0.21% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
949
shares
|
$330,754
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Planning LLC
|
Jan 14, 2025 Q4 2024 |
949
shares
|
$330,754
0.08% of portfolio
|
Q4 2024
Added 21.2%
|
|
|
Bank Ozk
|
Feb 05, 2025 Q4 2024 |
949
shares
|
$330,754
0.13% of portfolio
|
Q4 2024
Reduced 15.72%
|
|
|
Legacy Wealth Management, Inc
|
Jan 21, 2025 Q4 2024 |
946
shares
|
$329,709
0.02% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
946
shares
|
$329,709
0.1% of portfolio
|
Q4 2024
Reduced 0.42%
|