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 |
|---|---|---|---|---|---|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
5,761
shares
|
$2.02 Million
0.93% of portfolio
|
Q4 2024
Added 12.39%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Jan 24, 2025 Q4 2024 |
5,760
shares
|
$2.02 Million
0.52% of portfolio
|
Q4 2024
Added 2.09%
|
|
|
Fulcrum Capital LLC
|
Jan 13, 2025 Q4 2024 |
5,757
shares
|
$2.02 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
5,745
shares
|
$2.02 Million
0.29% of portfolio
|
Q4 2024
Added 80.66%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
5,743
shares
|
$2.02 Million
0.71% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
5,727
shares
|
$2.01 Million
1.89% of portfolio
|
Q3 2022
Added 0.47%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,719
shares
|
$2.01 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Knuff & CO LLC
Foster City, CA |
Feb 07, 2025 Q4 2024 |
5,714
shares
|
$2.01 Million
0.56% of portfolio
|
Q4 2024
Added 8.63%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,709
shares
|
$2.01 Million
0.35% of portfolio
|
Q4 2022
Added 4.79%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
5,707
shares
|
$2.01 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
5,700
shares
|
$2 Million
1.64% of portfolio
|
Q4 2022
Reduced 2.06%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Feb 05, 2025 Q4 2024 |
5,696
shares
|
$2 Million
0.15% of portfolio
|
Q4 2024
Added 2.3%
|
|
|
Aigen Investment Management, LP
|
Feb 06, 2025 Q4 2024 |
5,694
shares
|
$2 Million
0.34% of portfolio
|
Q4 2024
Added 20.53%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,687
shares
|
$2 Million
0.46% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
5,684
shares
|
$2 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Feb 12, 2025 Q4 2024 |
5,669
shares
|
$1.99 Million
0.17% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
5,640
shares
|
$1.98 Million
0.7% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
5,635
shares
|
$1.98 Million
1.06% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,628
shares
|
$1.98 Million
0.23% of portfolio
|
Q3 2024
Reduced 55.52%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
5,626
shares
|
$1.98 Million
0.64% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
5,621
shares
|
$1.98 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,621
shares
|
$1.98 Million
0.37% of portfolio
|
Q3 2024
Added 39.17%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,617
shares
|
$1.97 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
5,614
shares
|
$1.97 Million
0.2% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
5,612
shares
|
$1.97 Million
0.17% of portfolio
|
Q4 2024
Added 3.31%
|