Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,646 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 $511 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tamar Securities, LLC
|
Jan 22, 2025 Q4 2024 |
59,529
shares
|
$20.7 Million
2.6% of portfolio
|
Q4 2024
Reduced 0.48%
|
|
|
Highland Capital Management, LLC
|
Jan 23, 2025 Q4 2024 |
59,482
shares
|
$20.7 Million
1.09% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
59,450
shares
|
$20.7 Million
0.89% of portfolio
|
Q4 2024
Added 2.76%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Feb 13, 2025 Q4 2024 |
59,406
shares
|
$20.7 Million
2.42% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
59,392
shares
|
$20.7 Million
3.67% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
59,304
shares
|
$20.7 Million
6.33% of portfolio
|
Q4 2024
Added 100.34%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
59,116
shares
|
$20.6 Million
1.62% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
58,997
shares
|
$20.6 Million
4.01% of portfolio
|
Q4 2024
Reduced 7.32%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
58,858
shares
|
$20.5 Million
0.4% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
58,499
shares
|
$20.4 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
58,338
shares
|
$20.3 Million
0.55% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
58,153
shares
|
$20.3 Million
1.45% of portfolio
|
Q2 2024
Reduced 1.71%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
58,052
shares
|
$20.2 Million
1.92% of portfolio
|
Q2 2024
Added 0.9%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
57,999
shares
|
$20.2 Million
0.59% of portfolio
|
Q4 2024
Added 4.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
57,887
shares
|
$20.2 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
57,718
shares
|
$20.1 Million
0.37% of portfolio
|
Q4 2024
Added 15.45%
|
|
|
Criteria Caixa, S.A.U.
Barcelona, U3 |
Feb 14, 2025 Q4 2024 |
57,678
shares
|
$20.1 Million
2.6% of portfolio
|
Q4 2024
New holding
|
|
|
Wesleyan Assurance Society
Birmingham, X0 |
Feb 14, 2025 Q4 2024 |
57,630
shares
|
$20.1 Million
1.39% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
57,515
shares
|
$20 Million
1.21% of portfolio
|
Q1 2023
Reduced 0.03%
|
|
|
Groupama Asset Managment
Paris, I0 |
Feb 12, 2025 Q4 2024 |
57,335
shares
|
$20 Million
0.37% of portfolio
|
Q4 2024
Reduced 18.4%
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
57,200
shares
|
$19.9 Million
2.9% of portfolio
|
Q4 2024
Added 3.57%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
57,063
shares
|
$19.9 Million
3.41% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jan 15, 2025 Q4 2024 |
56,923
shares
|
$19.8 Million
2.06% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
56,838
shares
|
$19.8 Million
2.12% of portfolio
|
Q4 2024
New holding
|
|
|
R.M.Sincerbeaux Capital Management LLC
|
Feb 13, 2025 Q4 2024 |
56,669
shares
|
$19.8 Million
10.79% of portfolio
|
Q4 2024
Reduced 4.87%
|