Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,939 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 |
|---|---|---|---|---|---|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Nov 05, 2025 Q3 2025 |
18,687
shares
|
$6.09 Million
3.16% of portfolio
|
Q3 2025
Reduced 7.93%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
18,669
shares
|
$6.08 Million
1.01% of portfolio
|
Q3 2025
Reduced 46.34%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
18,623
shares
|
$6.07 Million
1.2% of portfolio
|
Q1 2025
Reduced 56.83%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
18,566
shares
|
$6.05 Million
0.74% of portfolio
|
Q4 2025
Added 2.81%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
18,518
shares
|
$6.03 Million
0.24% of portfolio
|
Q3 2025
Added 22.24%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
18,475
shares
|
$6.02 Million
0.67% of portfolio
|
Q4 2025
Reduced 63.13%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
18,456
shares
|
$6.01 Million
1.73% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,438
shares
|
$6.01 Million
0.58% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
18,437
shares
|
$6.01 Million
0.48% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
18,428
shares
|
$6 Million
0.43% of portfolio
|
Q3 2025
Reduced 6.68%
|
|
|
Schnieders Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
18,367
shares
|
$5.98 Million
1.16% of portfolio
|
Q2 2025
Added 13.82%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
18,367
shares
|
$5.98 Million
0.94% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
18,332
shares
|
$5.97 Million
1.53% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
18,292
shares
|
$5.96 Million
0.79% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
18,289
shares
|
$5.96 Million
0.88% of portfolio
|
Q3 2022
Added 0.83%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Nov 14, 2025 Q3 2025 |
18,279
shares
|
$5.95 Million
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Bright Rock Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
18,250
shares
|
$5.94 Million
1.25% of portfolio
|
Q4 2023
Added 265.0%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
18,249
shares
|
$5.94 Million
5.11% of portfolio
|
Q4 2023
Added 2.24%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2025 Q3 2025 |
18,189
shares
|
$5.93 Million
0.97% of portfolio
|
Q3 2025
Reduced 3.31%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
18,164
shares
|
$5.92 Million
0.63% of portfolio
|
Q3 2025
Added 7.85%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
18,141
shares
|
$5.91 Million
0.63% of portfolio
|
Q3 2025
Added 0.77%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
18,100
shares
|
$5.9 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.43%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2025 Q3 2025 |
18,052
shares
|
$5.88 Million
2.51% of portfolio
|
Q3 2025
Reduced 0.04%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
18,025
shares
|
$5.87 Million
1.0% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2025 Q3 2025 |
18,011
shares
|
$5.87 Million
0.27% of portfolio
|
Q3 2025
Reduced 80.02%
|
|