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 |
|---|---|---|---|---|---|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
1,775
shares
|
$631,243
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Sherman Asset Management, Inc.
Ventura, CA |
Feb 05, 2025 Q4 2024 |
1,773
shares
|
$630,531
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
1,768
shares
|
$628,753
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
1,763
shares
|
$626,975
0.14% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Feb 11, 2025 Q4 2024 |
1,758
shares
|
$625,197
0.2% of portfolio
|
Q4 2024
Reduced 1.12%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
1,756
shares
|
$624,486
0.09% of portfolio
|
Q1 2023
Added 1.56%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,756
shares
|
$624,486
0.14% of portfolio
|
Q2 2022
Reduced 94.03%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
1,756
shares
|
$624,486
0.3% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,751
shares
|
$622,708
0.24% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
1,751
shares
|
$622,708
0.55% of portfolio
|
Q4 2024
Added 103.13%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
1,749
shares
|
$621,996
0.47% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,743
shares
|
$619,863
0.19% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
1,743
shares
|
$619,863
0.32% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
1,742
shares
|
$619,507
0.1% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
1,737
shares
|
$617,729
0.41% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
1,736
shares
|
$617,373
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,731
shares
|
$615,595
0.35% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
1,731
shares
|
$615,595
0.2% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
1,731
shares
|
$615,595
0.35% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
1,727
shares
|
$614,173
0.18% of portfolio
|
Q2 2024
Reduced 68.11%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,716
shares
|
$610,261
0.08% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
1,715
shares
|
$609,905
0.19% of portfolio
|
Q4 2024
Added 18.52%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
1,704
shares
|
$605,993
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
1,701
shares
|
$604,926
0.21% of portfolio
|
Q4 2022
Reduced 0.23%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
1,701
shares
|
$604,926
0.06% of portfolio
|
Q4 2024
Reduced 16.54%
|