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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
15,712
shares
|
$5.48 Million
0.37% of portfolio
|
Q4 2024
Reduced 48.36%
|
|
|
Rockbridge Capital Management LLC
Alexandria, VA |
Feb 14, 2025 Q4 2024 |
15,698
shares
|
$5.47 Million
2.82% of portfolio
|
Q4 2024
New holding
|
|
|
Terra Alpha Investments LLC
Washington, DC |
Feb 10, 2025 Q4 2024 |
15,675
shares
|
$5.46 Million
5.02% of portfolio
|
Q4 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
15,667
shares
|
$5.46 Million
1.91% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Feb 11, 2025 Q4 2024 |
15,632
shares
|
$5.45 Million
1.39% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
15,603
shares
|
$5.44 Million
1.24% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Invesco, LLC
Des Plaines, IL |
Jan 23, 2025 Q4 2024 |
15,571
shares
|
$5.43 Million
1.96% of portfolio
|
Q4 2024
Added 2.27%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
15,567
shares
|
$5.43 Million
2.46% of portfolio
|
Q4 2024
Added 2.95%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
15,480
shares
|
$5.4 Million
1.06% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Jan 23, 2025 Q4 2024 |
15,478
shares
|
$5.39 Million
1.78% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
15,462
shares
|
$5.39 Million
0.16% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
15,446
shares
|
$5.38 Million
2.04% of portfolio
|
Q1 2023
Reduced 22.08%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
15,304
shares
|
$5.33 Million
0.45% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
15,299
shares
|
$5.33 Million
1.31% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
15,284
shares
|
$5.33 Million
1.05% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Jag Capital Management, LLC
|
Feb 06, 2025 Q4 2024 |
15,283
shares
|
$5.33 Million
0.68% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Feb 10, 2025 Q4 2024 |
15,280
shares
|
$5.33 Million
1.82% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Jan 22, 2025 Q4 2024 |
15,270
shares
|
$5.32 Million
0.45% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Ov Management LLC
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
15,261
shares
|
$5.32 Million
2.24% of portfolio
|
Q4 2024
Added 6.91%
|
|
|
Naviter Wealth, LLC
|
Feb 07, 2025 Q4 2024 |
15,251
shares
|
$5.32 Million
0.59% of portfolio
|
Q4 2024
Added 30.36%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
15,249
shares
|
$5.31 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Avestar Capital, LLC
|
Jan 29, 2025 Q4 2024 |
15,234
shares
|
$5.31 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,222
shares
|
$5.31 Million
0.55% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
15,220
shares
|
$5.3 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
15,213
shares
|
$5.3 Million
0.43% of portfolio
|
Q4 2023
Added 7.03%
|