Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,939 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 Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
15,587
shares
|
$5.08 Million
0.78% of portfolio
|
Q3 2025
Reduced 0.62%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
15,566
shares
|
$5.07 Million
0.34% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Nov 06, 2025 Q3 2025 |
15,554
shares
|
$5.07 Million
0.38% of portfolio
|
Q3 2025
Reduced 15.34%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 07, 2025 Q3 2025 |
15,495
shares
|
$5.05 Million
0.93% of portfolio
|
Q3 2025
Added 8.48%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
15,457
shares
|
$5.04 Million
0.59% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
15,446
shares
|
$5.03 Million
2.04% of portfolio
|
Q1 2023
Reduced 22.08%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
15,445
shares
|
$5.03 Million
1.19% of portfolio
|
Q1 2025
Added 19.11%
|
|
|
William Allan, LLC
|
Oct 24, 2025 Q3 2025 |
15,419
shares
|
$5.02 Million
3.0% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Oak Asset Management, LLC
|
Jan 14, 2026 Q4 2025 |
15,416
shares
|
$5.02 Million
1.74% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
15,319
shares
|
$4.99 Million
1.38% of portfolio
|
Q4 2025
Reduced 5.52%
|
|
|
Insight Holdings Group, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
15,300
shares
|
$4.98 Million
0.52% of portfolio
|
Q2 2025
New holding
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
15,299
shares
|
$4.98 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
15,292
shares
|
$4.98 Million
2.24% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jan 13, 2026 Q4 2025 |
15,285
shares
|
$4.98 Million
0.67% of portfolio
|
Q4 2025
Reduced 1.52%
|
|
|
Wright Investors Service Inc
|
Oct 28, 2025 Q3 2025 |
15,282
shares
|
$4.98 Million
1.58% of portfolio
|
Q3 2025
Reduced 19.18%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
15,227
shares
|
$4.96 Million
0.19% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
15,222
shares
|
$4.96 Million
0.55% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
15,220
shares
|
$4.96 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Left Brain Wealth Management, LLC
Naperville, IL |
Nov 12, 2025 Q3 2025 |
15,218
shares
|
$4.96 Million
1.63% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
15,213
shares
|
$4.96 Million
0.43% of portfolio
|
Q4 2023
Added 7.03%
|
|
|
Rnc Capital Management LLC
|
Nov 14, 2025 Q3 2025 |
15,178
shares
|
$4.94 Million
0.26% of portfolio
|
Q3 2025
Reduced 28.2%
|
|
|
Clear Trail Advisors, LLC
Houston, TX |
Jan 09, 2026 Q4 2025 |
15,177
shares
|
$4.94 Million
1.23% of portfolio
|
Q4 2025
New holding
|
|
|
Jackson Square Partners, LLC
San Francisco, CA |
Nov 05, 2025 Q3 2025 |
15,167
shares
|
$4.94 Million
2.2% of portfolio
|
Q3 2025
Reduced 22.69%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
15,154
shares
|
$4.94 Million
0.16% of portfolio
|
Q4 2025
Reduced 3.64%
|
|
|
Wd Rutherford LLC
|
Oct 23, 2025 Q3 2025 |
15,072
shares
|
$4.91 Million
2.35% of portfolio
|
Q3 2025
Added 0.47%
|
|