Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,930 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 |
|---|---|---|---|---|---|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
963
shares
|
$313,697
0.14% of portfolio
|
Q3 2025
Reduced 18.32%
|
|
|
Atalanta Sosnoff Capital, LLC
|
Nov 14, 2025 Q3 2025 |
962
shares
|
$313,371
0.01% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Nov 05, 2025 Q3 2025 |
959
shares
|
$312,394
0.09% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Oct 23, 2025 Q3 2025 |
958
shares
|
$312,068
0.15% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Thoma Capital Management LLC
Towson, MD |
Oct 21, 2025 Q3 2025 |
958
shares
|
$312,068
0.19% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
957
shares
|
$311,742
0.24% of portfolio
|
Q3 2025
Added 4.02%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
955
shares
|
$311,091
0.13% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
955
shares
|
$311,091
0.21% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
953
shares
|
$310,439
0.27% of portfolio
|
Q3 2025
Reduced 37.39%
|
|
|
Madrona Financial Services, LLC
|
Oct 22, 2025 Q3 2025 |
951
shares
|
$309,788
0.08% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Phoenix Wealth Advisors
|
Oct 28, 2025 Q3 2025 |
951
shares
|
$309,788
0.13% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 30, 2025 Q3 2025 |
950
shares
|
$309,462
0.27% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2025 Q3 2025 |
949
shares
|
$309,136
0.02% of portfolio
|
Q3 2025
Reduced 18.26%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
949
shares
|
$309,136
0.11% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Planning Alternatives LTD
|
Nov 12, 2025 Q3 2025 |
946
shares
|
$308,159
0.04% of portfolio
|
Q3 2025
Reduced 26.78%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Oct 27, 2025 Q3 2025 |
946
shares
|
$308,159
0.19% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Nov 25, 2025 Q3 2025 |
944
shares
|
$307,508
0.16% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
943
shares
|
$307,182
0.0% of portfolio
|
Q3 2025
Added 10.68%
|
|
|
Advice One Advisory Services, LLC
Glastonbury, CT |
Nov 19, 2025 Q3 2025 |
942
shares
|
$306,856
0.21% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
941
shares
|
$306,530
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
941
shares
|
$306,530
0.02% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
939
shares
|
$305,879
0.06% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Oct 14, 2025 Q3 2025 |
938
shares
|
$305,553
0.22% of portfolio
|
Q3 2025
Reduced 4.09%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
936
shares
|
$304,902
0.02% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
936
shares
|
$304,902
0.03% of portfolio
|
Q3 2025
Added 5.41%
|
|