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 |
|---|---|---|---|---|---|
|
Grant
|
Jan 15, 2025 Q4 2024 |
2,363
shares
|
$828,751
0.42% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
2,361
shares
|
$828,049
0.25% of portfolio
|
Q4 2024
Added 16.31%
|
|
|
Zega Investments, LLC
Palm Beach Gardens, FL |
Feb 11, 2025 Q4 2024 |
2,357
shares
|
$826,647
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
2,356
shares
|
$826,296
0.29% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
2,356
shares
|
$826,296
0.1% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Towercrest Capital Management
Newtown, PA |
Feb 11, 2025 Q4 2024 |
2,355
shares
|
$825,945
0.12% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
|
Winslow Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
2,350
shares
|
$824,192
0.15% of portfolio
|
Q2 2023
Reduced 7.84%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 14, 2025 Q4 2024 |
2,342
shares
|
$821,386
0.06% of portfolio
|
Q4 2024
Added 98.64%
|
|
|
Values Added Financial LLC
Washington, DC |
Jan 29, 2025 Q4 2024 |
2,342
shares
|
$821,386
0.43% of portfolio
|
Q4 2024
Reduced 3.62%
|
|
|
Trh Financial, LLC
|
Jul 26, 2022 Q2 2022 |
2,339
shares
|
$820,334
0.16% of portfolio
|
Q2 2022
Reduced 18.36%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
2,338
shares
|
$819,983
0.33% of portfolio
|
Q4 2024
Reduced 4.49%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,334
shares
|
$818,580
0.05% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
2,334
shares
|
$818,580
0.14% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
2,333
shares
|
$818,229
0.21% of portfolio
|
Q4 2024
Added 4.62%
|
|
|
Requisite Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
2,327
shares
|
$816,125
0.16% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
2,325
shares
|
$815,424
0.38% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Geneva Partners, LLC
|
Jan 27, 2025 Q4 2024 |
2,311
shares
|
$810,513
0.3% of portfolio
|
Q4 2024
Reduced 6.1%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
2,310
shares
|
$810,163
0.56% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
2,309
shares
|
$809,812
0.48% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
2,308
shares
|
$809,461
0.49% of portfolio
|
Q2 2023
Reduced 4.15%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
2,306
shares
|
$808,760
0.14% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,300
shares
|
$806,656
0.35% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,298
shares
|
$805,954
0.25% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,296
shares
|
$805,253
0.04% of portfolio
|
Q4 2024
Reduced 31.77%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,293
shares
|
$804,200
0.21% of portfolio
|
Q4 2024
Added 6.06%
|