Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,513 institutions that hold shares in the stock, with a total of 1.46 Billion shares, which have been reported (via 13F filing form) to have a value of $513 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bnc Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,183
shares
|
$2.17 Million
0.67% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Bowman & CO S.C.
|
Jan 15, 2025 Q4 2024 |
6,169
shares
|
$2.17 Million
1.02% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
6,167
shares
|
$2.17 Million
0.76% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
6,166
shares
|
$2.17 Million
0.52% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
First Command Advisory Services, Inc.
|
Feb 05, 2025 Q4 2024 |
6,138
shares
|
$2.16 Million
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
6,121
shares
|
$2.15 Million
0.14% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,121
shares
|
$2.15 Million
1.12% of portfolio
|
Q3 2024
Added 34.79%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
6,113
shares
|
$2.15 Million
1.5% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
6,104
shares
|
$2.15 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
6,094
shares
|
$2.14 Million
0.9% of portfolio
|
Q2 2024
Reduced 8.61%
|
|
|
First National Advisers, LLC
Omaha, NE |
Feb 10, 2025 Q4 2024 |
6,091
shares
|
$2.14 Million
0.32% of portfolio
|
Q4 2024
Added 22.06%
|
|
|
Biltmore Family Office, LLC
|
Feb 12, 2025 Q4 2024 |
6,070
shares
|
$2.13 Million
0.34% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
6,040
shares
|
$2.12 Million
1.09% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
6,035
shares
|
$2.12 Million
1.26% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
6,032
shares
|
$2.12 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
6,027
shares
|
$2.12 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Feb 11, 2025 Q4 2024 |
6,024
shares
|
$2.12 Million
1.68% of portfolio
|
Q4 2024
Reduced 11.37%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,006
shares
|
$2.11 Million
0.46% of portfolio
|
Q2 2022
Added 17.03%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
6,000
shares
|
$2.11 Million
0.84% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Feb 06, 2025 Q4 2024 |
5,990
shares
|
$2.11 Million
1.17% of portfolio
|
Q4 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
5,986
shares
|
$2.1 Million
0.31% of portfolio
|
Q4 2024
Added 53.06%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
5,970
shares
|
$2.1 Million
0.79% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
5,964
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Added 111.64%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
5,952
shares
|
$2.09 Million
1.02% of portfolio
|
Q4 2024
Added 77.99%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
5,943
shares
|
$2.09 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.1%
|