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 |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,637
shares
|
$1.26 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Round Hill Asset Management
Pasadena, CA |
Nov 12, 2024 Q3 2024 |
3,636
shares
|
$1.26 Million
0.68% of portfolio
|
Q2 2024
Reduced 2.68%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
3,634
shares
|
$1.26 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
3,633
shares
|
$1.26 Million
0.59% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Pflug Koory, LLC
|
Jan 21, 2025 Q4 2024 |
3,626
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
3,625
shares
|
$1.25 Million
0.89% of portfolio
|
Q4 2024
Added 44.71%
|
|
|
Oakwell Private Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,612
shares
|
$1.25 Million
0.29% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jan 23, 2025 Q4 2024 |
3,612
shares
|
$1.25 Million
0.31% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Marino, Stram & Associates LLC
|
Jan 17, 2025 Q4 2024 |
3,609
shares
|
$1.25 Million
0.26% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
3,609
shares
|
$1.25 Million
0.64% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Bourgeon Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
3,605
shares
|
$1.25 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
3,605
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jan 30, 2025 Q4 2024 |
3,604
shares
|
$1.25 Million
0.38% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Mc Lean Asset Management Corp
|
Jan 22, 2025 Q4 2024 |
3,596
shares
|
$1.24 Million
0.34% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
Greatmark Investment Partners, Inc.
|
Oct 31, 2024 Q3 2024 |
3,594
shares
|
$1.24 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Cassia Capital Partners, LLC
Winston Salem, NC |
Jan 27, 2025 Q4 2024 |
3,589
shares
|
$1.24 Million
0.72% of portfolio
|
Q4 2024
Added 32.78%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,589
shares
|
$1.24 Million
0.12% of portfolio
|
Q3 2024
Added 5.4%
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Oct 28, 2024 Q3 2024 |
3,588
shares
|
$1.24 Million
0.23% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
3,584
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Added 12.78%
|
|
|
Harbor Group, Inc.
|
Jan 14, 2025 Q4 2024 |
3,579
shares
|
$1.24 Million
0.26% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Madison Wealth Partners, Inc
|
Oct 24, 2024 Q3 2024 |
3,579
shares
|
$1.24 Million
0.3% of portfolio
|
Q3 2024
Added 25.49%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 29, 2025 Q4 2024 |
3,577
shares
|
$1.24 Million
0.63% of portfolio
|
Q4 2024
Reduced 2.0%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
3,575
shares
|
$1.24 Million
0.62% of portfolio
|
Q4 2024
Added 108.45%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jan 23, 2025 Q4 2024 |
3,557
shares
|
$1.23 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jan 22, 2025 Q4 2024 |
3,546
shares
|
$1.23 Million
0.7% of portfolio
|
Q4 2024
Added 6.61%
|