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 |
|---|---|---|---|---|---|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
750
shares
|
$261,397
0.07% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Maj Invest Holding A
|
Jan 22, 2025 Q4 2024 |
750
shares
|
$261,397
0.01% of portfolio
|
Q4 2022
Added 150.0%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
750
shares
|
$261,397
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Dean Investment Associates, LLC
Beavercreek, OH |
Feb 13, 2025 Q4 2024 |
749
shares
|
$261,048
0.03% of portfolio
|
Q4 2024
Reduced 9.32%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
749
shares
|
$261,048
0.05% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
748
shares
|
$260,700
0.05% of portfolio
|
Q3 2023
Reduced 6.15%
|
|
|
O Donnell Financial Services, LLC
|
Jan 23, 2025 Q4 2024 |
747
shares
|
$260,351
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Resolute Advisors LLC
|
Feb 12, 2025 Q4 2024 |
747
shares
|
$260,351
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mas Advisors LLC
Miami, FL |
Jan 27, 2025 Q4 2024 |
747
shares
|
$260,351
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
747
shares
|
$260,351
0.03% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Define Financial, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
747
shares
|
$260,351
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
745
shares
|
$259,654
0.04% of portfolio
|
Q4 2024
Added 97.61%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
745
shares
|
$259,654
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Feb 14, 2025 Q4 2024 |
744
shares
|
$259,306
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
742
shares
|
$258,609
0.1% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
742
shares
|
$258,609
0.09% of portfolio
|
Q3 2024
Reduced 11.35%
|
|
|
Synergy Financial Group, LTD
|
Feb 04, 2025 Q4 2024 |
738
shares
|
$257,215
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
Feb 03, 2025 Q4 2024 |
737
shares
|
$256,866
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
736
shares
|
$256,518
0.03% of portfolio
|
Q4 2024
Reduced 6.72%
|
|
|
Curran Financial Partners, LLC
|
Jan 22, 2025 Q4 2024 |
735
shares
|
$256,169
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
735
shares
|
$256,169
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Southern Style Financial, Inc.
San Diego, CA |
Jan 22, 2025 Q4 2024 |
734
shares
|
$255,821
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
733
shares
|
$255,472
0.02% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Waterway Wealth Management, LLC
The Woodlands, TX |
Feb 05, 2025 Q4 2024 |
733
shares
|
$255,472
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Jan 29, 2025 Q4 2024 |
732
shares
|
$255,123
0.0% of portfolio
|
Q3 2024
New holding
|