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 |
|---|---|---|---|---|---|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,751
shares
|
$598,491
0.24% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
1,751
shares
|
$598,491
0.55% of portfolio
|
Q4 2024
Added 103.13%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,749
shares
|
$597,808
0.01% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
1,749
shares
|
$597,808
0.47% of portfolio
|
Q4 2024
Reduced 2.67%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,743
shares
|
$595,757
0.19% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
1,743
shares
|
$595,757
0.32% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Planning Center, Inc.
|
Jan 22, 2025 Q4 2024 |
1,742
shares
|
$595,415
0.1% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
1,737
shares
|
$593,706
0.41% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
1,736
shares
|
$593,364
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,731
shares
|
$591,655
0.05% of portfolio
|
Q3 2024
Reduced 67.33%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
1,731
shares
|
$591,655
0.35% of portfolio
|
Q4 2024
Reduced 11.59%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
1,731
shares
|
$591,655
0.2% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jan 23, 2025 Q4 2024 |
1,731
shares
|
$591,655
0.35% of portfolio
|
Q4 2024
Added 8.32%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
1,727
shares
|
$590,288
0.16% of portfolio
|
Q2 2024
Reduced 68.11%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,716
shares
|
$586,528
0.08% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
1,711
shares
|
$584,819
0.31% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Cvfg LLC
Shelbyville, IN |
Jan 15, 2025 Q4 2024 |
1,704
shares
|
$582,427
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
1,701
shares
|
$581,401
0.21% of portfolio
|
Q4 2022
Reduced 0.23%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
1,701
shares
|
$581,401
0.06% of portfolio
|
Q4 2024
Reduced 16.54%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
1,700
shares
|
$581,060
0.04% of portfolio
|
Q4 2023
Reduced 17.76%
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
1,700
shares
|
$581,060
0.29% of portfolio
|
Q4 2024
Added 10.39%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
1,700
shares
|
$581,060
0.0% of portfolio
|
Q1 2024
Reduced 78.01%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
1,700
shares
|
$581,060
0.53% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
1,699
shares
|
$580,718
0.17% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,696
shares
|
$579,692
0.06% of portfolio
|
Q3 2022
Added 28.0%
|