Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,374 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 $492 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
1,825
shares
|
$623,785
0.52% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Cairn Investment Group, Inc.
|
Jan 23, 2025 Q4 2024 |
1,822
shares
|
$622,759
0.34% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
1,817
shares
|
$621,050
0.35% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
1,816
shares
|
$620,708
0.31% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
1,816
shares
|
$620,708
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
1,812
shares
|
$619,341
0.11% of portfolio
|
Q3 2024
Reduced 93.86%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
1,811
shares
|
$618,999
0.04% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
1,808
shares
|
$617,974
0.15% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
1,807
shares
|
$617,632
0.07% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jan 21, 2025 Q4 2024 |
1,805
shares
|
$616,949
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,803
shares
|
$616,265
0.05% of portfolio
|
Q4 2023
Reduced 3.58%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
1,794
shares
|
$613,189
0.43% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
1,793
shares
|
$612,847
0.02% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
1,782
shares
|
$609,087
0.02% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,782
shares
|
$609,087
0.14% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,781
shares
|
$608,745
0.09% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
1,778
shares
|
$607,720
0.15% of portfolio
|
Q3 2024
Reduced 19.95%
|
|
|
Hall Laurie J Trustee
|
Jan 16, 2025 Q4 2024 |
1,776
shares
|
$607,036
0.18% of portfolio
|
Q4 2023
Added 27.68%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
1,775
shares
|
$606,695
0.39% of portfolio
|
Q4 2023
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
1,774
shares
|
$606,353
0.08% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
1,768
shares
|
$604,302
0.67% of portfolio
|
Q4 2024
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
1,763
shares
|
$602,593
0.14% of portfolio
|
Q4 2024
Added 26.38%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
1,756
shares
|
$600,200
0.09% of portfolio
|
Q1 2023
Added 1.56%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,756
shares
|
$600,200
0.14% of portfolio
|
Q2 2022
Reduced 94.03%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
1,756
shares
|
$600,200
0.3% of portfolio
|
Q4 2024
Reduced 1.84%
|