Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,638 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 $521 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lindsell Train LTD
London, X0 |
Jan 21, 2025 Q4 2024 |
11,200
shares
|
$3.98 Million
0.11% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Feb 14, 2025 Q4 2024 |
11,195
shares
|
$3.98 Million
0.56% of portfolio
|
Q4 2024
Added 103.21%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
11,178
shares
|
$3.97 Million
0.23% of portfolio
|
Q4 2024
Added 3.87%
|
|
|
Navalign, LLC
|
Feb 18, 2025 Q4 2024 |
11,137
shares
|
$3.96 Million
1.05% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
11,136
shares
|
$3.96 Million
0.66% of portfolio
|
Q1 2023
Reduced 1.33%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
11,129
shares
|
$3.95 Million
2.33% of portfolio
|
Q4 2024
Added 31.63%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Feb 13, 2025 Q4 2024 |
11,120
shares
|
$3.95 Million
0.86% of portfolio
|
Q4 2024
Added 54.02%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
11,086
shares
|
$3.94 Million
1.59% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
11,059
shares
|
$3.93 Million
0.56% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
11,057
shares
|
$3.93 Million
0.6% of portfolio
|
Q4 2024
Reduced 40.07%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jan 16, 2025 Q4 2024 |
11,050
shares
|
$3.93 Million
2.1% of portfolio
|
Q4 2023
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
11,049
shares
|
$3.92 Million
0.33% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Wills Financial Group, Inc.
|
Feb 14, 2025 Q4 2024 |
11,049
shares
|
$3.92 Million
1.63% of portfolio
|
Q4 2024
Added 79.16%
|
|
|
Geller Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,044
shares
|
$3.92 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
11,039
shares
|
$3.92 Million
0.39% of portfolio
|
Q4 2024
Reduced 12.0%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
11,034
shares
|
$3.92 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Feb 04, 2025 Q4 2024 |
11,017
shares
|
$3.91 Million
1.12% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Enterprise Bank & Trust CO
|
Jan 13, 2025 Q4 2024 |
10,997
shares
|
$3.91 Million
1.15% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
10,995
shares
|
$3.91 Million
0.05% of portfolio
|
Q4 2024
Reduced 59.92%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
10,992
shares
|
$3.9 Million
0.41% of portfolio
|
Q4 2024
Reduced 6.3%
|
|
|
Canton Hathaway, LLC
|
Feb 04, 2025 Q4 2024 |
10,966
shares
|
$3.9 Million
0.87% of portfolio
|
Q1 2024
Added 0.69%
|
|
|
Harfst & Associates, Inc.
|
Feb 04, 2025 Q4 2024 |
10,958
shares
|
$3.89 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
10,948
shares
|
$3.89 Million
3.33% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
10,936
shares
|
$3.88 Million
0.42% of portfolio
|
Q4 2024
Added 108.82%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
10,934
shares
|
$3.88 Million
0.5% of portfolio
|
Q4 2024
Reduced 18.03%
|