Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,900 institutions that hold shares in the stock, with a total of 1.47 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Melfa Wealth Management, LLC
Westborough, MA |
Jul 17, 2025 Q2 2025 |
959
shares
|
$332,005
0.22% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Aug 06, 2025 Q2 2025 |
958
shares
|
$331,659
0.22% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
957
shares
|
$331,313
0.03% of portfolio
|
Q2 2025
Added 47.46%
|
|
|
Spinnaker Investment Group, LLC
|
Jul 16, 2025 Q2 2025 |
955
shares
|
$330,621
0.09% of portfolio
|
Q2 2025
Reduced 13.89%
|
|
|
Phoenix Wealth Advisors
|
Aug 08, 2025 Q2 2025 |
950
shares
|
$328,890
0.14% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
950
shares
|
$328,890
0.34% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
949
shares
|
$328,543
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
949
shares
|
$328,543
0.12% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Optima Capital LLC
Portland, OR |
Jul 14, 2025 Q2 2025 |
949
shares
|
$328,543
0.18% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Aug 12, 2025 Q2 2025 |
948
shares
|
$328,197
0.32% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
Aug 07, 2025 Q2 2025 |
948
shares
|
$328,197
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
942
shares
|
$326,120
0.04% of portfolio
|
Q2 2025
Reduced 16.34%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
941
shares
|
$325,774
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
941
shares
|
$325,774
0.02% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Jul 25, 2025 Q2 2025 |
941
shares
|
$325,774
0.25% of portfolio
|
Q2 2025
Reduced 11.73%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
939
shares
|
$325,081
0.06% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
938
shares
|
$324,735
0.13% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
935
shares
|
$323,697
0.02% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Ti Trust, Inc
|
Jul 23, 2025 Q2 2025 |
935
shares
|
$323,697
0.22% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
934
shares
|
$323,350
0.05% of portfolio
|
Q2 2025
Reduced 72.52%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Aug 13, 2025 Q2 2025 |
931
shares
|
$322,312
0.2% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
930
shares
|
$321,966
0.68% of portfolio
|
Q1 2023
New holding
|
|
|
Pennington Partners & Co., LLC
Bethesda, MD |
Aug 14, 2025 Q2 2025 |
930
shares
|
$321,966
0.18% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
928
shares
|
$321,273
0.01% of portfolio
|
Q2 2025
Reduced 23.05%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
926
shares
|
$320,581
0.4% of portfolio
|
Q2 2025
Reduced 10.53%
|