Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,938 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 |
|---|---|---|---|---|---|
|
Rpg Investment Advisory, LLC
|
Oct 23, 2025 Q3 2025 |
598
shares
|
$194,798
0.02% of portfolio
|
Q3 2025
Reduced 7.29%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
597
shares
|
$194,472
0.05% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
597
shares
|
$194,472
0.07% of portfolio
|
Q3 2025
Reduced 25.09%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
597
shares
|
$194,472
0.04% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Nov 07, 2025 Q3 2025 |
597
shares
|
$194,472
0.08% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
Nov 12, 2025 Q3 2025 |
597
shares
|
$194,472
0.13% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
596
shares
|
$194,147
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Lauterbach Financial Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
596
shares
|
$194,147
0.11% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
596
shares
|
$194,147
0.18% of portfolio
|
Q3 2025
Added 4.75%
|
|
|
Stonebridge Wealth Management, LLC
Oak Brook, IL |
Jan 07, 2026 Q4 2025 |
595
shares
|
$193,821
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
593
shares
|
$193,169
0.06% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 23, 2025 Q3 2025 |
591
shares
|
$192,518
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Teramo Advisors, LLC
Naples, FL |
Nov 14, 2025 Q3 2025 |
591
shares
|
$192,518
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
590
shares
|
$192,192
0.25% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
Nov 14, 2025 Q3 2025 |
586
shares
|
$190,889
0.08% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Prelude Capital Management, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
586
shares
|
$190,889
0.02% of portfolio
|
Q3 2025
Reduced 11.61%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 07, 2026 Q4 2025 |
586
shares
|
$190,889
4.03% of portfolio
|
Q4 2025
Reduced 2.33%
|
|
|
Wisconsin Wealth Advisors, LLC
Sun Prairie, WI |
Jan 07, 2026 Q4 2025 |
586
shares
|
$190,889
0.2% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
585
shares
|
$190,563
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
583
shares
|
$189,912
0.06% of portfolio
|
Q4 2025
Reduced 13.11%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jan 06, 2026 Q4 2025 |
576
shares
|
$187,632
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Clarus Wealth Advisors
|
Oct 06, 2025 Q3 2025 |
576
shares
|
$187,632
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
575
shares
|
$187,306
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
575
shares
|
$187,306
0.04% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
573
shares
|
$186,654
0.0% of portfolio
|
Q4 2025
Reduced 2.22%
|
|