Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,470 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 $509 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,462
shares
|
$863,472
0.12% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Feb 11, 2025 Q4 2024 |
2,459
shares
|
$862,420
0.53% of portfolio
|
Q4 2024
Reduced 3.38%
|
|
|
Sage Capital Advisors,Llc
|
Jan 10, 2025 Q4 2024 |
2,453
shares
|
$860,316
0.21% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
2,453
shares
|
$860,316
0.09% of portfolio
|
Q3 2024
Added 35.38%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
2,450
shares
|
$859,264
0.22% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Wedge Capital Management L L P
|
Jan 15, 2025 Q4 2024 |
2,446
shares
|
$857,861
0.01% of portfolio
|
Q2 2024
Reduced 8.83%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
2,441
shares
|
$856,107
0.39% of portfolio
|
Q4 2024
Added 0.62%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
2,438
shares
|
$855,055
0.09% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Tandem Capital Management Corp
|
Jan 24, 2025 Q4 2024 |
2,437
shares
|
$854,704
0.46% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
2,437
shares
|
$854,704
0.12% of portfolio
|
Q4 2024
Added 15.5%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 03, 2024 Q3 2024 |
2,435
shares
|
$854,003
0.04% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Moser Wealth Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
2,425
shares
|
$850,496
0.4% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
2,422
shares
|
$849,443
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
2,410
shares
|
$845,235
0.05% of portfolio
|
Q3 2024
Reduced 54.14%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,410
shares
|
$845,235
0.07% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Tobias Financial Advisors, Inc.
Plantation, FL |
Oct 30, 2024 Q3 2024 |
2,406
shares
|
$843,832
0.14% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
2,405
shares
|
$843,481
0.11% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
2,403
shares
|
$842,780
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Kg&L Capital Management,Llc
|
Jan 23, 2025 Q4 2024 |
2,401
shares
|
$842,078
0.25% of portfolio
|
Q4 2024
Reduced 55.16%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
2,399
shares
|
$841,377
0.18% of portfolio
|
Q4 2023
Added 4.9%
|
|
|
Warren Street Wealth Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
2,398
shares
|
$841,026
0.32% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Vista Investment Partners Ii, LLC
Richmond, IN |
Feb 07, 2025 Q4 2024 |
2,392
shares
|
$838,922
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
2,382
shares
|
$835,415
0.09% of portfolio
|
Q2 2024
Reduced 1.12%
|
|
|
Act Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,375
shares
|
$832,960
0.35% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Sage Private Wealth Group, LLC
|
Jan 29, 2025 Q4 2024 |
2,370
shares
|
$831,206
0.56% of portfolio
|
Q4 2024
Reduced 0.88%
|