Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,385 institutions that hold shares in the stock, with a total of 1.44 Billion shares, which have been reported (via 13F filing form) to have a value of $498 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,989
shares
|
$1.38 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
3,978
shares
|
$1.38 Million
0.56% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
3,977
shares
|
$1.38 Million
0.6% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
3,973
shares
|
$1.37 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
3,971
shares
|
$1.37 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Parisi Gray Wealth Management
|
Jan 13, 2025 Q4 2024 |
3,970
shares
|
$1.37 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.78%
|
|
|
Tobam
|
Jan 28, 2025 Q4 2024 |
3,967
shares
|
$1.37 Million
0.38% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,967
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
First Bank & Trust
|
Feb 03, 2025 Q4 2024 |
3,961
shares
|
$1.37 Million
0.25% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
3,947
shares
|
$1.36 Million
0.11% of portfolio
|
Q3 2024
Added 40.26%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,945
shares
|
$1.36 Million
0.22% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
3,935
shares
|
$1.36 Million
0.36% of portfolio
|
Q3 2024
Added 293.5%
|
|
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
Jan 30, 2025 Q4 2024 |
3,935
shares
|
$1.36 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
3,930
shares
|
$1.36 Million
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
3,929
shares
|
$1.36 Million
0.31% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
3,926
shares
|
$1.36 Million
0.18% of portfolio
|
Q4 2024
Reduced 32.01%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Jan 24, 2025 Q4 2024 |
3,925
shares
|
$1.36 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,914
shares
|
$1.35 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
3,914
shares
|
$1.35 Million
0.42% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
Mokan Wealth Management Inc.
Overland Park, KS |
Jan 30, 2025 Q4 2024 |
3,914
shares
|
$1.35 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
3,910
shares
|
$1.35 Million
0.58% of portfolio
|
Q4 2024
Reduced 3.93%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
3,905
shares
|
$1.35 Million
0.71% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,901
shares
|
$1.35 Million
0.11% of portfolio
|
Q2 2023
Added 8.03%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
3,896
shares
|
$1.35 Million
0.12% of portfolio
|
Q3 2022
Reduced 6.57%
|
|
|
Acima Private Wealth, LLC
Richmond, VA |
Nov 12, 2024 Q3 2024 |
3,895
shares
|
$1.35 Million
0.36% of portfolio
|
Q2 2024
Reduced 0.33%
|