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 |
|---|---|---|---|---|---|
|
West Oak Capital, LLC
|
Jan 13, 2025 Q4 2024 |
1,970
shares
|
$691,923
0.22% of portfolio
|
Q4 2024
Added 98400.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,970
shares
|
$691,923
0.14% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,969
shares
|
$691,571
0.32% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
1,968
shares
|
$691,220
0.42% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
1,964
shares
|
$689,815
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,962
shares
|
$689,113
0.12% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Feb 10, 2025 Q4 2024 |
1,961
shares
|
$688,762
0.57% of portfolio
|
Q4 2024
Reduced 24.66%
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
1,958
shares
|
$687,708
0.03% of portfolio
|
Q4 2024
Added 100.41%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
1,958
shares
|
$687,708
0.44% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,956
shares
|
$687,005
0.06% of portfolio
|
Q4 2024
Added 65.48%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Feb 11, 2025 Q4 2024 |
1,950
shares
|
$684,898
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Blue Investment Partners LLC
Alamo, CA |
Nov 13, 2024 Q3 2024 |
1,935
shares
|
$679,630
0.23% of portfolio
|
Q3 2023
Added 11.66%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Jan 30, 2025 Q4 2024 |
1,933
shares
|
$678,927
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
James J. Burns & Company, LLC
Melville, NY |
Jan 24, 2025 Q4 2024 |
1,932
shares
|
$678,576
0.11% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
1,929
shares
|
$677,522
0.29% of portfolio
|
Q1 2024
New holding
|
|
|
Dougherty Wealth Advisers LLC
|
Jan 24, 2025 Q4 2024 |
1,928
shares
|
$677,171
0.47% of portfolio
|
Q2 2024
Added 2.99%
|
|
|
Garrison Asset Management, LLC
|
Oct 29, 2024 Q3 2024 |
1,919
shares
|
$674,010
0.28% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Deroy & Devereaux Private Investment Counsel Inc
|
Jan 24, 2025 Q4 2024 |
1,915
shares
|
$672,605
0.03% of portfolio
|
Q4 2024
Reduced 9.41%
|
|
|
Monarch Capital Management Inc
|
Jan 15, 2025 Q4 2024 |
1,911
shares
|
$671,200
0.17% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Uma Financial Services, Inc.
|
Oct 16, 2024 Q3 2024 |
1,906
shares
|
$669,444
0.1% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
1,904
shares
|
$668,741
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Cardinal Point Wealth Management Partners, LLC
|
May 10, 2023 Q1 2023 |
1,902
shares
|
$668,039
0.13% of portfolio
|
Q1 2023
Added 44.97%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,901
shares
|
$667,688
0.12% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
1,895
shares
|
$665,580
0.45% of portfolio
|
Q4 2024
Reduced 64.9%
|
|
|
Mason & Associates Inc
|
Jan 14, 2025 Q4 2024 |
1,895
shares
|
$665,580
0.15% of portfolio
|
Q4 2024
Added 2.71%
|