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 |
|---|---|---|---|---|---|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 13, 2025 Q3 2025 |
8,530
shares
|
$2.78 Million
1.48% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Jan 12, 2026 Q4 2025 |
8,522
shares
|
$2.78 Million
0.9% of portfolio
|
Q4 2025
Reduced 2.78%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
8,517
shares
|
$2.77 Million
0.15% of portfolio
|
Q3 2025
Added 81.25%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,500
shares
|
$2.77 Million
0.38% of portfolio
|
Q3 2023
New holding
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
8,491
shares
|
$2.77 Million
0.8% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
8,483
shares
|
$2.76 Million
0.06% of portfolio
|
Q3 2025
Reduced 16.67%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
8,458
shares
|
$2.76 Million
0.08% of portfolio
|
Q3 2025
Added 14.22%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 13, 2025 Q3 2025 |
8,457
shares
|
$2.75 Million
0.24% of portfolio
|
Q3 2025
Added 8.09%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
8,442
shares
|
$2.75 Million
1.29% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Precision Wealth Strategies, LLC
|
Oct 16, 2025 Q3 2025 |
8,414
shares
|
$2.74 Million
1.08% of portfolio
|
Q3 2025
Added 11.11%
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
8,412
shares
|
$2.74 Million
0.25% of portfolio
|
Q3 2025
Reduced 0.12%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 05, 2025 Q3 2025 |
8,402
shares
|
$2.74 Million
0.52% of portfolio
|
Q3 2025
Reduced 9.61%
|
|
|
Cox Capital Mgt LLC
|
Jan 14, 2026 Q4 2025 |
8,379
shares
|
$2.73 Million
1.87% of portfolio
|
Q4 2025
Added 1.91%
|
|
|
Hutchinson Financial Advisors, Inc
Glen Allen, VA |
Oct 14, 2025 Q3 2025 |
8,378
shares
|
$2.73 Million
2.81% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
8,370
shares
|
$2.73 Million
8.59% of portfolio
|
Q3 2023
Reduced 61.68%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
8,366
shares
|
$2.73 Million
1.2% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Axa S.A.
Paris, I0 |
Nov 14, 2025 Q3 2025 |
8,364
shares
|
$2.72 Million
1.43% of portfolio
|
Q3 2025
Reduced 99.51%
|
|
|
Stance Capital LLC
Boston, MA |
Nov 18, 2025 Q3 2025 |
8,363
shares
|
$2.72 Million
1.05% of portfolio
|
Q3 2025
Added 82.16%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Oct 06, 2025 Q3 2025 |
8,358
shares
|
$2.72 Million
0.64% of portfolio
|
Q3 2025
Added 1.26%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
8,355
shares
|
$2.72 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
8,347
shares
|
$2.72 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.42%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
8,344
shares
|
$2.72 Million
3.45% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
8,343
shares
|
$2.72 Million
0.01% of portfolio
|
Q3 2025
Reduced 51.61%
|
|
|
Eads & Heald Wealth Management
|
Oct 22, 2025 Q3 2025 |
8,333
shares
|
$2.71 Million
1.36% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
8,310
shares
|
$2.71 Million
0.76% of portfolio
|
Q3 2025
Added 0.54%
|
|