Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,374 institutions that hold shares in the stock, with a total of 1.44 Billion shares, which have been reported (via 13F filing form) to have a value of $492 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
560
shares
|
$191,408
0.11% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
546
shares
|
$186,622
0.05% of portfolio
|
Q2 2022
Reduced 10.78%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
535
shares
|
$182,863
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
529
shares
|
$180,812
0.02% of portfolio
|
Q2 2023
Reduced 3.64%
|
|
|
Ifs Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
528
shares
|
$180,470
0.13% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
522
shares
|
$178,419
0.05% of portfolio
|
Q4 2024
Added 23.7%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
513
shares
|
$175,343
0.07% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Matrix Trust CO
|
Jan 10, 2025 Q4 2024 |
511
shares
|
$174,659
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
509
shares
|
$173,976
0.05% of portfolio
|
Q4 2024
Added 49.71%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
504
shares
|
$172,267
0.04% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Human Investing LLC
|
Jan 31, 2025 Q4 2024 |
487
shares
|
$166,456
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
483
shares
|
$165,089
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
479
shares
|
$163,722
0.06% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
478
shares
|
$163,380
0.04% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
467
shares
|
$159,620
0.05% of portfolio
|
Q2 2024
Reduced 19.06%
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
465
shares
|
$158,937
0.08% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
454
shares
|
$155,177
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
452
shares
|
$154,493
0.03% of portfolio
|
Q2 2024
Added 606.25%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
445
shares
|
$152,101
0.09% of portfolio
|
Q4 2023
Added 28.99%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
439
shares
|
$150,050
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
437
shares
|
$149,366
0.19% of portfolio
|
Q3 2022
Reduced 9.71%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
434
shares
|
$148,341
0.05% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
430
shares
|
$146,974
0.03% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
427
shares
|
$145,948
0.04% of portfolio
|
Q4 2024
Reduced 21.65%
|
|
|
Ogorek Anthony Joseph
|
Jan 24, 2025 Q4 2024 |
426
shares
|
$145,606
0.04% of portfolio
|
Q4 2024
Added 89.33%
|