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 |
|---|---|---|---|---|---|
|
Souders Financial Advisors
|
Feb 06, 2025 Q4 2024 |
18,068
shares
|
$6.3 Million
0.86% of portfolio
|
Q4 2024
Reduced 17.82%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
18,034
shares
|
$6.29 Million
0.55% of portfolio
|
Q4 2024
Reduced 63.54%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
18,025
shares
|
$6.28 Million
1.0% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
18,014
shares
|
$6.28 Million
0.34% of portfolio
|
Q4 2024
Added 17.74%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,005
shares
|
$6.28 Million
0.63% of portfolio
|
Q2 2024
Added 949.24%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
17,936
shares
|
$6.25 Million
0.33% of portfolio
|
Q4 2024
Reduced 2.69%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
17,933
shares
|
$6.25 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
17,908
shares
|
$6.24 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Signet Investment Advisory Group, Inc.
|
Jan 29, 2025 Q4 2024 |
17,905
shares
|
$6.24 Million
2.89% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Fairbanks Capital Management, Inc.
Rancho Santa Fe, CA |
Feb 14, 2025 Q4 2024 |
17,892
shares
|
$6.24 Million
3.52% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jan 23, 2025 Q4 2024 |
17,828
shares
|
$6.21 Million
1.3% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Bretton Capital Management, LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
17,800
shares
|
$6.2 Million
5.41% of portfolio
|
Q3 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
17,797
shares
|
$6.2 Million
0.39% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
17,785
shares
|
$6.2 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
17,768
shares
|
$6.19 Million
2.07% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
17,758
shares
|
$6.19 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Berbice Capital Management LLC
Melville, NY |
Jan 21, 2025 Q4 2024 |
17,710
shares
|
$6.17 Million
4.49% of portfolio
|
Q4 2024
New holding
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
17,600
shares
|
$6.13 Million
0.78% of portfolio
|
Q2 2023
Reduced 30.29%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
17,576
shares
|
$6.13 Million
1.32% of portfolio
|
Q4 2024
Added 261.35%
|
|
|
Aragon Global Management, LP
Miami, FL |
Feb 14, 2025 Q4 2024 |
17,550
shares
|
$6.12 Million
2.06% of portfolio
|
Q4 2023
New holding
|
|
|
Value Partners Investments Inc.
|
Feb 21, 2025 Q4 2024 |
17,526
shares
|
$6.11 Million
3.23% of portfolio
|
Q4 2024
Reduced 75.61%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
17,464
shares
|
$6.09 Million
0.38% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
B & T Capital Management Dba Alpha Capital Management
|
Jan 15, 2025 Q4 2024 |
17,463
shares
|
$6.09 Million
1.09% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Feb 03, 2025 Q4 2024 |
17,441
shares
|
$6.08 Million
1.67% of portfolio
|
Q4 2024
Reduced 3.71%
|
|
|
Watchman Group, Inc.
Plano, TX |
Feb 12, 2025 Q4 2024 |
17,435
shares
|
$6.08 Million
1.7% of portfolio
|
Q4 2024
Reduced 1.5%
|