Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,931 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 $472 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geometric Wealth Advisors
|
Nov 10, 2025 Q3 2025 |
1,130
shares
|
$368,097
0.06% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Francis Financial, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
1,128
shares
|
$367,446
0.09% of portfolio
|
Q3 2025
Added 15.69%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
1,123
shares
|
$365,817
0.2% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Peoples Bank
|
Oct 28, 2025 Q3 2025 |
1,123
shares
|
$365,817
0.24% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
1,122
shares
|
$365,491
0.05% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Oct 30, 2025 Q3 2025 |
1,122
shares
|
$365,491
0.22% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Fortress Wealth Management, Inc.
|
Oct 15, 2025 Q3 2025 |
1,121
shares
|
$365,165
0.2% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Thrive Capital Management, LLC
Fort Washington, PA |
Oct 28, 2025 Q3 2025 |
1,118
shares
|
$364,188
0.1% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Wealth Advisors Northwest LLC
Portland, OR |
Oct 08, 2025 Q3 2025 |
1,118
shares
|
$364,188
0.18% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Nov 03, 2025 Q3 2025 |
1,116
shares
|
$363,537
0.1% of portfolio
|
Q1 2025
Added 21.57%
|
|
|
Dechtman Wealth Management, LLC
Centennial, CO |
Feb 11, 2025 Q4 2024 |
1,114
shares
|
$362,885
0.07% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
1,114
shares
|
$362,885
0.15% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Encompass Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,113
shares
|
$362,559
0.13% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Waypoint Wealth Partners Inc.
|
Jul 10, 2025 Q2 2025 |
1,113
shares
|
$362,559
0.1% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Summit Global Investments
Bountiful, UT |
Nov 03, 2025 Q3 2025 |
1,113
shares
|
$362,559
0.02% of portfolio
|
Q3 2025
Reduced 16.57%
|
|
|
Pure Portfolios Holdings LLC
Lake Oswego, OR |
Oct 15, 2025 Q3 2025 |
1,112
shares
|
$362,234
0.12% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Ewing Morris & Co. Investment Partners Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
1,111
shares
|
$361,908
0.23% of portfolio
|
Q2 2025
Added 14.89%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Nov 05, 2025 Q3 2025 |
1,111
shares
|
$361,908
0.32% of portfolio
|
Q3 2025
Added 17.19%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
1,110
shares
|
$361,582
0.02% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
1,108
shares
|
$360,931
0.1% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 29, 2025 Q3 2025 |
1,107
shares
|
$360,605
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
1,103
shares
|
$359,302
0.31% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
1,103
shares
|
$359,302
0.1% of portfolio
|
Q3 2025
Reduced 11.19%
|
|
|
Financial Advisors Network, Inc.
|
Nov 14, 2025 Q3 2025 |
1,099
shares
|
$357,999
0.05% of portfolio
|
Q3 2025
Reduced 1.61%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,099
shares
|
$357,999
0.07% of portfolio
|
Q3 2025
Added 27.64%
|
|