Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,439 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 $504 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
300
shares
|
$104,406
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 25, 2024 Q3 2024 |
298
shares
|
$103,709
0.07% of portfolio
|
Q3 2024
Added 6.05%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
298
shares
|
$103,709
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
285
shares
|
$99,185
0.03% of portfolio
|
Q3 2024
Added 111.11%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
281
shares
|
$97,793
0.01% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
|
Cove Street Capital, LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
275
shares
|
$95,705
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
275
shares
|
$95,705
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
275
shares
|
$95,705
0.05% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
273
shares
|
$95,009
0.06% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
271
shares
|
$94,313
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
270
shares
|
$93,965
0.03% of portfolio
|
Q3 2024
Added 15.88%
|
|
|
Capula Management LTD
Grand Cayman, E9 |
Nov 13, 2024 Q3 2024 |
268
shares
|
$93,269
0.0% of portfolio
|
Q3 2024
Reduced 72.05%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
265
shares
|
$92,225
0.04% of portfolio
|
Q3 2024
Reduced 36.14%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
264
shares
|
$91,877
0.02% of portfolio
|
Q2 2024
Added 47.49%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
250
shares
|
$87,005
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Morse Asset Management, Inc
Darien, CT |
Nov 20, 2024 Q3 2024 |
250
shares
|
$87,005
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Dec 02, 2024 Q3 2024 |
250
shares
|
$87,005
0.01% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
249
shares
|
$86,656
0.01% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
248
shares
|
$86,308
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
248
shares
|
$86,308
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
245
shares
|
$85,264
0.03% of portfolio
|
Q4 2024
Added 113.04%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
243
shares
|
$84,568
0.03% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2024 Q3 2024 |
240
shares
|
$83,524
0.02% of portfolio
|
Q2 2023
Reduced 94.32%
|
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jan 06, 2025 Q4 2024 |
240
shares
|
$83,524
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Stuart Chaussee & Associates, Inc.
|
Nov 13, 2024 Q3 2024 |
236
shares
|
$82,132
0.03% of portfolio
|
Q4 2023
Added 66.2%
|