Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,554 institutions that hold shares in the stock, with a total of 1.46 Billion shares, which have been reported (via 13F filing form) to have a value of $520 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
3,502
shares
|
$1.25 Million
0.53% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
3,496
shares
|
$1.24 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.75%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
3,492
shares
|
$1.24 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
3,492
shares
|
$1.24 Million
0.12% of portfolio
|
Q4 2024
Added 8.45%
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Feb 05, 2025 Q4 2024 |
3,488
shares
|
$1.24 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
3,480
shares
|
$1.24 Million
0.3% of portfolio
|
Q3 2024
Added 6.42%
|
|
|
Ackerman Capital Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
3,476
shares
|
$1.24 Million
0.29% of portfolio
|
Q1 2024
Added 4.76%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,475
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Reduced 35.26%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
3,474
shares
|
$1.24 Million
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
3,474
shares
|
$1.24 Million
0.28% of portfolio
|
Q4 2022
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
3,458
shares
|
$1.23 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,452
shares
|
$1.23 Million
0.42% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
3,448
shares
|
$1.23 Million
0.86% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Hutchinson Capital Management
San Rafael, CA |
Feb 10, 2025 Q4 2024 |
3,446
shares
|
$1.23 Million
0.23% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jan 31, 2025 Q4 2024 |
3,446
shares
|
$1.23 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
3,439
shares
|
$1.22 Million
0.49% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Feb 12, 2025 Q4 2024 |
3,436
shares
|
$1.22 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
3,435
shares
|
$1.22 Million
1.51% of portfolio
|
Q3 2023
Reduced 9.03%
|
|
|
Grandfield & Dodd, LLC
|
Feb 06, 2025 Q4 2024 |
3,435
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
3,432
shares
|
$1.22 Million
0.83% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
3,429
shares
|
$1.22 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Pointe Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
3,424
shares
|
$1.22 Million
0.63% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Feb 07, 2025 Q4 2024 |
3,424
shares
|
$1.22 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
3,424
shares
|
$1.22 Million
0.14% of portfolio
|
Q4 2024
Added 20.9%
|
|
|
Omnia Family Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
3,423
shares
|
$1.22 Million
0.46% of portfolio
|
Q3 2024
Added 5.65%
|