Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,486 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 $510 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,137
shares
|
$1.1 Million
0.21% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
3,132
shares
|
$1.1 Million
0.34% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Curated Wealth Partners LLC
|
Jan 21, 2025 Q4 2024 |
3,127
shares
|
$1.1 Million
0.11% of portfolio
|
Q4 2024
Reduced 7.68%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Feb 04, 2025 Q4 2024 |
3,116
shares
|
$1.09 Million
0.32% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Krs Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
3,115
shares
|
$1.09 Million
0.7% of portfolio
|
Q3 2024
Reduced 3.68%
|
|
|
Ninepoint Partners LP
|
Feb 10, 2025 Q4 2024 |
3,109
shares
|
$1.09 Million
0.19% of portfolio
|
Q4 2024
Added 20.08%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
3,109
shares
|
$1.09 Million
0.32% of portfolio
|
Q4 2023
Reduced 22.35%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
3,106
shares
|
$1.09 Million
0.64% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
3,102
shares
|
$1.09 Million
0.38% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Feb 04, 2025 Q4 2024 |
3,101
shares
|
$1.09 Million
0.19% of portfolio
|
Q3 2024
Added 75.4%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jan 16, 2025 Q4 2024 |
3,099
shares
|
$1.09 Million
0.23% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Latitude Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
3,098
shares
|
$1.09 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
3,097
shares
|
$1.09 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Gen Trust, LLC
|
Feb 04, 2025 Q4 2024 |
3,096
shares
|
$1.09 Million
0.04% of portfolio
|
Q4 2024
Added 10.41%
|
|
|
Hamel Associates, Inc.
|
Feb 05, 2025 Q4 2024 |
3,085
shares
|
$1.08 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Truefg, LLC
Cedar Park, TX |
Jan 14, 2025 Q4 2024 |
3,076
shares
|
$1.08 Million
0.32% of portfolio
|
Q4 2024
Added 6.77%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
3,073
shares
|
$1.08 Million
0.36% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Winslow Capital Management, LLC
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
3,072
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Reduced 99.81%
|
|
|
Norway Savings Bank
|
Jan 07, 2025 Q4 2024 |
3,070
shares
|
$1.08 Million
0.54% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Floyd Financial Group LLC
Springfield, MO |
Jan 13, 2025 Q4 2024 |
3,059
shares
|
$1.07 Million
0.77% of portfolio
|
Q4 2024
New holding
|
|
|
Campion Asset Management
|
Nov 13, 2024 Q3 2024 |
3,057
shares
|
$1.07 Million
0.62% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Jan 07, 2025 Q4 2024 |
3,042
shares
|
$1.07 Million
0.91% of portfolio
|
Q4 2024
Added 15.62%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jan 24, 2025 Q4 2024 |
3,037
shares
|
$1.07 Million
0.47% of portfolio
|
Q4 2024
Reduced 3.86%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
3,033
shares
|
$1.06 Million
0.56% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
3,027
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Reduced 95.43%
|