Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,606 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 $520 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Advisory Corp
|
Jan 29, 2025 Q4 2024 |
9,336
shares
|
$3.3 Million
0.97% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
9,318
shares
|
$3.3 Million
0.36% of portfolio
|
Q4 2024
Added 6.39%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Feb 13, 2025 Q4 2024 |
9,313
shares
|
$3.3 Million
1.12% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
9,280
shares
|
$3.28 Million
2.03% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
9,279
shares
|
$3.28 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
9,255
shares
|
$3.27 Million
0.59% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
9,235
shares
|
$3.27 Million
1.24% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
9,233
shares
|
$3.27 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Feb 13, 2025 Q4 2024 |
9,229
shares
|
$3.27 Million
1.11% of portfolio
|
Q4 2024
Added 65.81%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
9,217
shares
|
$3.26 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
9,207
shares
|
$3.26 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Feb 05, 2025 Q4 2024 |
9,202
shares
|
$3.26 Million
0.27% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
9,202
shares
|
$3.26 Million
1.76% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
9,199
shares
|
$3.25 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
9,197
shares
|
$3.25 Million
0.38% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
9,189
shares
|
$3.25 Million
0.23% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
9,188
shares
|
$3.25 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
9,151
shares
|
$3.24 Million
1.23% of portfolio
|
Q4 2022
Reduced 0.22%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
9,110
shares
|
$3.22 Million
2.88% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
9,101
shares
|
$3.22 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
9,098
shares
|
$3.22 Million
0.52% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Rd Lewis Holdings, Inc.
Maitland, FL |
Feb 10, 2025 Q4 2024 |
9,076
shares
|
$3.21 Million
3.47% of portfolio
|
Q4 2024
New holding
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
9,051
shares
|
$3.2 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jan 31, 2025 Q4 2024 |
9,000
shares
|
$3.18 Million
0.37% of portfolio
|
Q4 2024
Reduced 83.06%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
8,991
shares
|
$3.18 Million
1.06% of portfolio
|
Q4 2023
Added 14.35%
|