Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,937 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 |
|---|---|---|---|---|---|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Oct 28, 2025 Q3 2025 |
2,221
shares
|
$723,490
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jan 08, 2026 Q4 2025 |
2,211
shares
|
$720,233
0.12% of portfolio
|
Q4 2025
Added 0.27%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 12, 2025 Q3 2025 |
2,210
shares
|
$719,907
0.19% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
2,206
shares
|
$718,604
0.08% of portfolio
|
Q2 2025
Added 10.24%
|
|
|
Archetype Wealth Partners
Houston, TX |
Nov 14, 2025 Q3 2025 |
2,206
shares
|
$718,604
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
2,206
shares
|
$718,604
0.88% of portfolio
|
Q4 2023
Added 17.65%
|
|
|
Veery Capital, LLC
|
Oct 14, 2025 Q3 2025 |
2,203
shares
|
$717,627
0.24% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
2,201
shares
|
$716,975
0.24% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,200
shares
|
$716,650
0.0% of portfolio
|
Q3 2022
Reduced 2.44%
|
|
|
Trevian Wealth Management LLC
|
Oct 23, 2025 Q3 2025 |
2,199
shares
|
$716,324
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,192
shares
|
$714,044
0.57% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
2,192
shares
|
$714,044
0.32% of portfolio
|
Q1 2022
New holding
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
2,190
shares
|
$713,392
1.9% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Bourgeon Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
2,186
shares
|
$712,089
0.14% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Nov 05, 2025 Q3 2025 |
2,186
shares
|
$712,089
0.42% of portfolio
|
Q3 2025
Reduced 12.66%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
2,184
shares
|
$711,438
0.22% of portfolio
|
Q3 2025
Reduced 16.99%
|
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Oct 30, 2025 Q3 2025 |
2,179
shares
|
$709,809
0.14% of portfolio
|
Q3 2025
Added 0.74%
|
|
|
Emerald Advisers, LLC
|
Oct 30, 2025 Q3 2025 |
2,178
shares
|
$709,483
0.03% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Tuttle Capital Management, LLC
|
Jan 08, 2026 Q4 2025 |
2,175
shares
|
$708,506
1.94% of portfolio
|
Q4 2025
Added 11.37%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2025 Q3 2025 |
2,168
shares
|
$706,226
0.1% of portfolio
|
Q3 2025
Added 55.41%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
Nov 04, 2025 Q3 2025 |
2,163
shares
|
$704,597
0.3% of portfolio
|
Q3 2025
Added 106.0%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 07, 2026 Q4 2025 |
2,148
shares
|
$699,711
0.24% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
2,146
shares
|
$699,059
0.29% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Nov 10, 2025 Q3 2025 |
2,141
shares
|
$697,430
0.53% of portfolio
|
Q3 2025
Added 8.57%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
2,140
shares
|
$697,105
0.68% of portfolio
|
Q4 2022
Added 2.34%
|
|