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 |
|---|---|---|---|---|---|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
3,365
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
3,363
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Added 184.04%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 14, 2024 Q3 2024 |
3,358
shares
|
$1.16 Million
0.32% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
3,355
shares
|
$1.16 Million
0.21% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
Madden Securities Corp
|
Jan 29, 2025 Q4 2024 |
3,354
shares
|
$1.16 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Clarus Group, Inc.
|
Jan 29, 2025 Q4 2024 |
3,353
shares
|
$1.16 Million
0.38% of portfolio
|
Q4 2024
Reduced 12.93%
|
|
|
Maren Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
3,352
shares
|
$1.16 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jan 29, 2025 Q4 2024 |
3,344
shares
|
$1.16 Million
0.83% of portfolio
|
Q4 2024
Added 12.18%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
3,342
shares
|
$1.16 Million
1.03% of portfolio
|
Q4 2024
Reduced 7.01%
|
|
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
Oct 08, 2024 Q3 2024 |
3,340
shares
|
$1.16 Million
0.15% of portfolio
|
Q3 2024
Reduced 13.78%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
3,339
shares
|
$1.15 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Bank Plus Wealth Management LLC
Jackson, MS |
Jan 22, 2025 Q4 2024 |
3,335
shares
|
$1.15 Million
0.79% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
Jul 18, 2023 Q2 2023 |
3,332
shares
|
$1.15 Million
0.76% of portfolio
|
Q2 2023
Added 9.61%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
3,330
shares
|
$1.15 Million
0.2% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
3,328
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
Added 107.87%
|
|
|
Tang Capital Management LLC
San Diego, CA |
Nov 14, 2024 Q3 2024 |
3,318
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2024
Added 216.3%
|
|
|
Next Level Private LLC
Harrison, NY |
Jan 22, 2025 Q4 2024 |
3,314
shares
|
$1.15 Million
0.45% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 12, 2024 Q3 2024 |
3,312
shares
|
$1.15 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
3,311
shares
|
$1.15 Million
0.22% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
3,311
shares
|
$1.15 Million
0.43% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Barr E S & CO
Lexington, KY |
Nov 14, 2024 Q3 2024 |
3,306
shares
|
$1.14 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Sante Capital Fund, LP
|
Nov 14, 2022 Q3 2022 |
3,305
shares
|
$1.14 Million
1.2% of portfolio
|
Q3 2022
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
3,305
shares
|
$1.14 Million
0.15% of portfolio
|
Q1 2023
Reduced 11.28%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,297
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.93%
|
|
|
Lvz, Inc.
|
Oct 24, 2024 Q3 2024 |
3,278
shares
|
$1.13 Million
0.12% of portfolio
|
Q3 2024
Added 11.99%
|