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 |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
1,693
shares
|
$578,667
0.37% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Jan 23, 2025 Q4 2024 |
1,693
shares
|
$578,667
0.36% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Consilio Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,690
shares
|
$577,642
0.22% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
M. Kraus & CO
|
Jan 14, 2025 Q4 2024 |
1,683
shares
|
$575,249
0.18% of portfolio
|
Q4 2024
Reduced 2.15%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
1,679
shares
|
$573,882
0.12% of portfolio
|
Q2 2023
Reduced 2.1%
|
|
|
Intergy Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
1,677
shares
|
$573,198
0.2% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jan 13, 2025 Q4 2024 |
1,674
shares
|
$572,173
0.43% of portfolio
|
Q4 2022
New holding
|
|
|
Total Clarity Wealth Management, Inc.
|
Jan 23, 2025 Q4 2024 |
1,668
shares
|
$570,122
0.18% of portfolio
|
Q4 2024
Added 6.38%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
1,666
shares
|
$569,438
0.18% of portfolio
|
Q1 2024
Added 29.05%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
1,666
shares
|
$569,438
0.16% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
1,665
shares
|
$569,097
0.05% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,665
shares
|
$569,097
0.09% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
1,665
shares
|
$569,097
0.06% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,664
shares
|
$568,755
0.24% of portfolio
|
Q3 2024
Reduced 76.66%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
1,661
shares
|
$567,729
0.11% of portfolio
|
Q4 2024
Added 14.87%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
1,658
shares
|
$566,704
0.37% of portfolio
|
Q4 2024
Added 1558.0%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,656
shares
|
$566,020
0.13% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
1,652
shares
|
$564,653
0.04% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
1,650
shares
|
$563,970
0.33% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Sylvest Advisors, LLC
Dallas, TX |
Jan 24, 2025 Q4 2024 |
1,650
shares
|
$563,970
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
1,648
shares
|
$563,286
0.21% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Jan 23, 2025 Q4 2024 |
1,643
shares
|
$561,577
0.18% of portfolio
|
Q4 2024
Added 53.55%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
1,642
shares
|
$561,235
0.24% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
1,640
shares
|
$560,552
0.32% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,639
shares
|
$560,210
0.6% of portfolio
|
Q3 2023
New holding
|