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 |
|---|---|---|---|---|---|
|
Puzo Michael J
|
Feb 12, 2025 Q4 2024 |
2,310
shares
|
$821,505
0.21% of portfolio
|
Q4 2024
Reduced 19.93%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
2,310
shares
|
$821,505
0.56% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
2,309
shares
|
$821,149
0.48% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
2,308
shares
|
$820,794
0.49% of portfolio
|
Q2 2023
Reduced 4.15%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Feb 07, 2025 Q4 2024 |
2,306
shares
|
$820,082
0.14% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,300
shares
|
$817,949
0.35% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Dec 12, 2024 Q3 2024 |
2,298
shares
|
$817,237
0.25% of portfolio
|
Q3 2024
Added 12.59%
|
|
|
Angeles Investment Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
2,296
shares
|
$816,526
0.04% of portfolio
|
Q4 2024
Reduced 31.77%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
2,293
shares
|
$815,459
0.21% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Feb 11, 2025 Q4 2024 |
2,291
shares
|
$814,748
0.03% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Puff Wealth Management, LLC
Haddonfield, NJ |
Jan 30, 2025 Q4 2024 |
2,276
shares
|
$809,413
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Q Advisors LLC
Orlando, FL |
Nov 14, 2024 Q3 2024 |
2,275
shares
|
$809,058
1.73% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
2,271
shares
|
$807,635
0.19% of portfolio
|
Q3 2024
Reduced 42.62%
|
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
2,270
shares
|
$807,280
0.1% of portfolio
|
Q4 2023
Reduced 18.05%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
2,265
shares
|
$805,501
0.36% of portfolio
|
Q2 2023
Reduced 26.1%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
2,264
shares
|
$805,146
0.06% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
2,264
shares
|
$805,146
0.11% of portfolio
|
Q3 2024
Added 15.33%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,261
shares
|
$804,079
0.52% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,260
shares
|
$803,723
0.18% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
2,257
shares
|
$802,656
0.02% of portfolio
|
Q4 2024
Added 21.67%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Jan 23, 2025 Q4 2024 |
2,257
shares
|
$802,656
0.57% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
2,257
shares
|
$802,656
0.23% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
2,255
shares
|
$801,945
0.04% of portfolio
|
Q3 2024
Added 9.73%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
2,252
shares
|
$800,878
0.18% of portfolio
|
Q4 2024
Added 5.58%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
2,251
shares
|
$800,523
0.1% of portfolio
|
Q4 2024
Added 5.73%
|