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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 14, 2026 Q4 2025 |
4,482
shares
|
$1.46 Million
0.54% of portfolio
|
Q4 2025
Reduced 3.47%
|
|
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
Nov 04, 2025 Q3 2025 |
4,480
shares
|
$1.46 Million
1.27% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Capital Performance Advisors LLP
|
Oct 22, 2025 Q3 2025 |
4,472
shares
|
$1.46 Million
0.26% of portfolio
|
Q3 2025
Added 3.02%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
4,470
shares
|
$1.46 Million
0.34% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,466
shares
|
$1.45 Million
1.31% of portfolio
|
Q2 2025
New holding
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
4,465
shares
|
$1.45 Million
0.38% of portfolio
|
Q3 2025
Added 3.93%
|
|
|
Archer Investment Corp
|
Nov 03, 2025 Q3 2025 |
4,455
shares
|
$1.45 Million
0.34% of portfolio
|
Q2 2025
Added 18.61%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
4,449
shares
|
$1.45 Million
0.64% of portfolio
|
Q3 2025
Added 6.82%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
4,444
shares
|
$1.45 Million
1.19% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
4,442
shares
|
$1.45 Million
0.91% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 15, 2026 Q4 2025 |
4,435
shares
|
$1.44 Million
1.12% of portfolio
|
Q4 2025
Added 2.54%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 18, 2025 Q3 2025 |
4,432
shares
|
$1.44 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
4,429
shares
|
$1.44 Million
0.85% of portfolio
|
Q3 2025
Reduced 1.18%
|
|
|
Vigilare Wealth Management
|
Jan 07, 2026 Q4 2025 |
4,425
shares
|
$1.44 Million
0.57% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Corundum Group, Inc.
|
Jan 12, 2026 Q4 2025 |
4,416
shares
|
$1.44 Million
0.5% of portfolio
|
Q4 2025
Reduced 16.76%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
4,414
shares
|
$1.44 Million
0.54% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
4,411
shares
|
$1.44 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
4,395
shares
|
$1.43 Million
0.14% of portfolio
|
Q3 2024
Reduced 75.19%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
4,379
shares
|
$1.43 Million
0.63% of portfolio
|
Q3 2025
Added 8.93%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
4,378
shares
|
$1.43 Million
0.12% of portfolio
|
Q4 2025
Added 2.87%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
4,370
shares
|
$1.42 Million
0.7% of portfolio
|
Q3 2025
Added 7.98%
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
4,368
shares
|
$1.42 Million
0.17% of portfolio
|
Q4 2025
Added 44.06%
|
|
|
Clarion Wealth Managment Partners, LLC
Fairfax, VA |
Nov 10, 2025 Q3 2025 |
4,365
shares
|
$1.42 Million
1.47% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Rmr Capital Management, LLC
Tustin, CA |
Nov 03, 2025 Q3 2025 |
4,362
shares
|
$1.42 Million
1.04% of portfolio
|
Q2 2024
New holding
|
|
|
Galilei Investment Office LLP
London, X0 |
Nov 10, 2025 Q3 2025 |
4,351
shares
|
$1.42 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|