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 |
|---|---|---|---|---|---|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
18,456
shares
|
$6.43 Million
1.73% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,438
shares
|
$6.43 Million
0.58% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
18,437
shares
|
$6.43 Million
0.48% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Feb 14, 2025 Q4 2024 |
18,420
shares
|
$6.42 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
18,415
shares
|
$6.42 Million
0.82% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
18,399
shares
|
$6.41 Million
1.09% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
18,384
shares
|
$6.41 Million
1.88% of portfolio
|
Q4 2024
Reduced 20.29%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
18,377
shares
|
$6.4 Million
0.52% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
18,376
shares
|
$6.4 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
18,371
shares
|
$6.4 Million
2.17% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
18,332
shares
|
$6.39 Million
1.72% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
18,289
shares
|
$6.37 Million
0.88% of portfolio
|
Q3 2022
Added 0.83%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Feb 12, 2025 Q4 2024 |
18,277
shares
|
$6.37 Million
3.93% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
18,271
shares
|
$6.37 Million
1.86% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
18,256
shares
|
$6.36 Million
1.52% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Bright Rock Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,250
shares
|
$6.36 Million
1.25% of portfolio
|
Q4 2023
Added 265.0%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
18,249
shares
|
$6.36 Million
5.11% of portfolio
|
Q4 2023
Added 2.24%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,229
shares
|
$6.35 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
18,196
shares
|
$6.34 Million
1.32% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
18,192
shares
|
$6.34 Million
0.19% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
18,147
shares
|
$6.32 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
18,137
shares
|
$6.32 Million
0.52% of portfolio
|
Q4 2024
Added 7.02%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
18,118
shares
|
$6.31 Million
0.73% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
18,095
shares
|
$6.31 Million
0.4% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Baldwin Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
18,086
shares
|
$6.3 Million
1.56% of portfolio
|
Q4 2024
Reduced 1.45%
|