Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,937 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 $473 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
156
shares
|
$50,817
0.45% of portfolio
|
Q2 2025
Reduced 88.05%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
153
shares
|
$49,839
0.01% of portfolio
|
Q2 2025
Reduced 31.08%
|
|
|
Sellwood Investment Partners LLC
Portland, OR |
Oct 30, 2025 Q3 2025 |
152
shares
|
$49,514
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
150
shares
|
$48,862
0.01% of portfolio
|
Q2 2024
Reduced 32.13%
|
|
|
Advantage Trust CO
Salina, KS |
Nov 03, 2025 Q3 2025 |
150
shares
|
$48,862
0.02% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
150
shares
|
$48,862
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Strategies Corp
Raleigh, NC |
Jan 12, 2026 Q4 2025 |
150
shares
|
$48,862
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
145
shares
|
$47,233
0.01% of portfolio
|
Q3 2024
Added 101.39%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
145
shares
|
$47,233
0.0% of portfolio
|
Q2 2025
Reduced 16.18%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
144
shares
|
$46,908
0.07% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
142
shares
|
$46,256
0.03% of portfolio
|
Q3 2023
Added 545.45%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
140
shares
|
$45,605
0.02% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
137
shares
|
$44,627
0.03% of portfolio
|
Q3 2025
Added 48.91%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Nov 10, 2025 Q3 2025 |
136
shares
|
$44,302
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
129
shares
|
$42,021
0.01% of portfolio
|
Q3 2025
Added 344.83%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
126
shares
|
$41,044
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ckw Financial Group
|
Nov 12, 2025 Q3 2025 |
125
shares
|
$40,718
0.0% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Oct 27, 2025 Q3 2025 |
120
shares
|
$39,090
0.04% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Oct 17, 2025 Q3 2025 |
117
shares
|
$38,112
0.01% of portfolio
|
Q3 2025
Added 8.33%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
114
shares
|
$37,135
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
Nov 14, 2025 Q3 2025 |
114
shares
|
$37,135
0.12% of portfolio
|
Q3 2025
Reduced 99.23%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
110
shares
|
$35,832
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
110
shares
|
$35,832
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
Nov 13, 2025 Q3 2025 |
109
shares
|
$35,506
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
105
shares
|
$34,203
0.01% of portfolio
|
Q4 2025
Added 22.09%
|
|