Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,939 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 |
|---|---|---|---|---|---|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
3,137
shares
|
$1.02 Million
0.21% of portfolio
|
Q2 2024
Added 0.1%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
3,127
shares
|
$1.02 Million
0.1% of portfolio
|
Q2 2025
Reduced 26.15%
|
|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Feb 14, 2025 Q4 2024 |
3,124
shares
|
$1.02 Million
1.01% of portfolio
|
Q4 2024
Reduced 32.03%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
3,121
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
3,110
shares
|
$1.01 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Nine Point Two Capital LLC
Los Angeles, CA |
Feb 14, 2024 Q4 2023 |
3,109
shares
|
$1.01 Million
0.32% of portfolio
|
Q4 2023
Reduced 22.35%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 14, 2026 Q4 2025 |
3,109
shares
|
$1.01 Million
0.69% of portfolio
|
Q4 2025
Reduced 12.4%
|
|
|
Caxton Associates LLP
London, |
Nov 17, 2025 Q3 2025 |
3,107
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Added 58.84%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
3,096
shares
|
$1.01 Million
0.13% of portfolio
|
Q3 2025
Added 6.72%
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Oct 29, 2025 Q3 2025 |
3,088
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 05, 2025 Q3 2025 |
3,088
shares
|
$1.01 Million
1.05% of portfolio
|
Q3 2025
Reduced 10.31%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
3,086
shares
|
$1.01 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
3,078
shares
|
$1 Million
0.06% of portfolio
|
Q3 2025
Added 16.24%
|
|
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
Oct 21, 2025 Q3 2025 |
3,077
shares
|
$1 Million
0.68% of portfolio
|
Q2 2025
Reduced 3.15%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
3,071
shares
|
$1 Million
1.05% of portfolio
|
Q3 2025
Added 23.68%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
3,068
shares
|
$999,401
0.13% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
3,063
shares
|
$997,772
0.24% of portfolio
|
Q4 2025
Added 2.96%
|
|
|
Five Oceans Advisors
|
Oct 22, 2025 Q3 2025 |
3,061
shares
|
$997,120
0.47% of portfolio
|
Q3 2025
Reduced 5.14%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Nov 06, 2025 Q3 2025 |
3,061
shares
|
$997,120
0.23% of portfolio
|
Q3 2025
Added 42.11%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 06, 2025 Q3 2025 |
3,055
shares
|
$995,166
0.5% of portfolio
|
Q3 2025
Added 12.9%
|
|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
3,054
shares
|
$994,840
0.52% of portfolio
|
Q1 2025
Reduced 10.81%
|
|
|
Mcmorgan & CO LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,038
shares
|
$989,628
0.17% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Clarus Group, Inc.
|
Nov 03, 2025 Q3 2025 |
3,032
shares
|
$987,674
0.38% of portfolio
|
Q3 2025
Reduced 1.72%
|
|
|
Campion Asset Management
|
Nov 14, 2025 Q3 2025 |
3,026
shares
|
$985,719
0.73% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 13, 2025 Q3 2025 |
3,025
shares
|
$985,393
0.26% of portfolio
|
Q3 2025
Added 0.2%
|
|