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 |
|---|---|---|---|---|---|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
1,588
shares
|
$557,753
0.4% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Sippican Capital Advisors
|
Jan 23, 2025 Q4 2024 |
1,587
shares
|
$557,402
0.4% of portfolio
|
Q3 2023
Added 0.76%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
1,587
shares
|
$557,402
0.1% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jan 17, 2025 Q4 2024 |
1,580
shares
|
$554,943
0.36% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
1,579
shares
|
$554,592
0.15% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Integrity Financial Corp
|
Oct 21, 2024 Q3 2024 |
1,578
shares
|
$554,240
0.27% of portfolio
|
Q3 2024
Added 14.51%
|
|
|
Stage Harbor Financial, LLC
Needham, MA |
Oct 16, 2024 Q3 2024 |
1,577
shares
|
$553,889
0.4% of portfolio
|
Q3 2024
Reduced 10.65%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
1,576
shares
|
$553,538
0.04% of portfolio
|
Q4 2024
Reduced 16.75%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,574
shares
|
$552,836
0.07% of portfolio
|
Q3 2024
Reduced 21.54%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
1,572
shares
|
$552,133
0.04% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
1,570
shares
|
$551,431
0.37% of portfolio
|
Q2 2024
Reduced 18.44%
|
|
|
Nova R Wealth, Inc.
|
Jan 30, 2025 Q4 2024 |
1,570
shares
|
$551,431
0.26% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
1,570
shares
|
$551,431
0.25% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Feb 04, 2025 Q4 2024 |
1,568
shares
|
$550,728
0.21% of portfolio
|
Q4 2024
Added 8.36%
|
|
|
Drake & Associates, LLC
Waukesha, WI |
Feb 10, 2025 Q4 2024 |
1,563
shares
|
$548,972
0.14% of portfolio
|
Q4 2024
Added 52.34%
|
|
|
Security National Bank Of So Dak
Sioux City, IA |
Nov 12, 2024 Q3 2024 |
1,563
shares
|
$548,972
0.25% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
1,558
shares
|
$547,216
0.07% of portfolio
|
Q3 2024
Reduced 18.94%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jan 24, 2025 Q4 2024 |
1,558
shares
|
$547,216
0.27% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Cohen & Steers, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
1,552
shares
|
$545,108
0.0% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
1,552
shares
|
$545,108
0.95% of portfolio
|
Q4 2024
Added 8.15%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
1,551
shares
|
$544,757
0.25% of portfolio
|
Q4 2024
Added 4.3%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
1,551
shares
|
$544,757
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
1,551
shares
|
$544,757
0.03% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
Feb 03, 2025 Q4 2024 |
1,549
shares
|
$544,055
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
1,548
shares
|
$543,704
0.19% of portfolio
|
Q4 2024
New holding
|