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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
2,715
shares
|
$938,901
0.3% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Lwm Advisory Services, LLC
Plantation, FL |
Nov 13, 2024 Q3 2024 |
2,705
shares
|
$935,443
0.57% of portfolio
|
Q3 2024
Added 54.57%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,696
shares
|
$932,330
0.09% of portfolio
|
Q4 2024
Added 17.42%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
2,687
shares
|
$929,218
0.12% of portfolio
|
N/A
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
2,685
shares
|
$928,526
0.06% of portfolio
|
Q3 2024
Added 13.48%
|
|
|
Permit Capital, LLC
West Conshohocken, PA |
Nov 13, 2024 Q3 2024 |
2,685
shares
|
$928,526
0.23% of portfolio
|
Q4 2023
Added 18.02%
|
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jan 22, 2025 Q4 2024 |
2,684
shares
|
$928,180
0.52% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Kaizen Financial Strategies
|
Nov 04, 2024 Q3 2024 |
2,680
shares
|
$926,797
0.44% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
2,675
shares
|
$925,068
0.36% of portfolio
|
Q4 2024
Added 49.36%
|
|
|
Convergence Investment Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,671
shares
|
$923,685
0.2% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
2,665
shares
|
$921,610
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
2,657
shares
|
$918,843
0.2% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Jan 13, 2025 Q4 2024 |
2,655
shares
|
$918,152
0.46% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Jan 22, 2025 Q4 2024 |
2,648
shares
|
$915,731
0.53% of portfolio
|
Q4 2024
Reduced 4.95%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
2,644
shares
|
$914,348
0.6% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
2,630
shares
|
$909,506
0.47% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
2,629
shares
|
$909,160
0.09% of portfolio
|
Q2 2024
Added 34.89%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
2,617
shares
|
$905,010
0.29% of portfolio
|
Q3 2023
Added 0.77%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
2,614
shares
|
$903,973
0.41% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,612
shares
|
$903,281
0.21% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
2,611
shares
|
$902,936
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jan 24, 2025 Q4 2024 |
2,609
shares
|
$902,244
0.3% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
2,608
shares
|
$901,898
0.21% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
2,608
shares
|
$901,898
0.05% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Wolff Financial Management LLC
|
Jan 21, 2025 Q4 2024 |
2,604
shares
|
$900,515
0.23% of portfolio
|
Q2 2024
Added 0.04%
|