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 |
|---|---|---|---|---|---|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
3,811
shares
|
$1.32 Million
0.22% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
3,804
shares
|
$1.32 Million
0.4% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
3,803
shares
|
$1.32 Million
0.53% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
3,803
shares
|
$1.32 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
3,802
shares
|
$1.31 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.09%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
3,800
shares
|
$1.31 Million
0.37% of portfolio
|
Q4 2023
Reduced 89.3%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
3,796
shares
|
$1.31 Million
0.08% of portfolio
|
Q3 2022
Reduced 9.01%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
3,794
shares
|
$1.31 Million
0.28% of portfolio
|
Q4 2024
Added 2.18%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
3,788
shares
|
$1.31 Million
0.2% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
3,788
shares
|
$1.31 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
3,787
shares
|
$1.31 Million
1.04% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Waterfront Wealth Inc.
|
Feb 03, 2025 Q4 2024 |
3,783
shares
|
$1.31 Million
0.31% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Nov 12, 2024 Q3 2024 |
3,777
shares
|
$1.31 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jan 16, 2025 Q4 2024 |
3,765
shares
|
$1.3 Million
0.99% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
3,763
shares
|
$1.3 Million
0.58% of portfolio
|
Q4 2024
Reduced 4.42%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
3,763
shares
|
$1.3 Million
0.13% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
3,762
shares
|
$1.3 Million
0.15% of portfolio
|
Q4 2024
Added 10.48%
|
|
|
Paradigm Capital Management, LLC
Reno, NV |
Nov 14, 2024 Q3 2024 |
3,759
shares
|
$1.3 Million
0.99% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Jan 22, 2025 Q4 2024 |
3,753
shares
|
$1.3 Million
0.39% of portfolio
|
Q4 2024
Reduced 4.28%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
3,744
shares
|
$1.29 Million
0.17% of portfolio
|
Q3 2024
Added 6.3%
|
|
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
Nov 07, 2024 Q3 2024 |
3,744
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,744
shares
|
$1.29 Million
0.06% of portfolio
|
Q3 2022
Reduced 26.67%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jan 16, 2025 Q4 2024 |
3,741
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2024
Reduced 9.66%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
3,735
shares
|
$1.29 Million
0.2% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,729
shares
|
$1.29 Million
0.36% of portfolio
|
Q4 2024
Added 0.46%
|