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 |
|---|---|---|---|---|---|
|
Lockerman Financial Group, Inc.
|
Jan 16, 2025 Q4 2024 |
1,436
shares
|
$490,824
0.81% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
1,436
shares
|
$490,824
0.13% of portfolio
|
Q1 2024
Reduced 1.37%
|
|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Jan 16, 2025 Q4 2024 |
1,435
shares
|
$490,483
0.07% of portfolio
|
Q4 2024
Reduced 14.43%
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Oct 22, 2024 Q3 2024 |
1,435
shares
|
$490,483
0.62% of portfolio
|
Q3 2024
Added 9.54%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Jan 17, 2025 Q4 2024 |
1,434
shares
|
$490,141
0.14% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
1,433
shares
|
$489,799
0.13% of portfolio
|
Q4 2024
Added 11.09%
|
|
|
M.E. Allison & Co., Inc.
San Antonio, TX |
Jan 16, 2025 Q4 2024 |
1,431
shares
|
$489,115
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
1,428
shares
|
$488,090
0.11% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Dsc Advisors, L.P.
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,426
shares
|
$487,406
4.06% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
1,426
shares
|
$487,406
0.23% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
1,424
shares
|
$486,723
0.04% of portfolio
|
Q3 2024
Reduced 73.18%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
1,420
shares
|
$485,356
0.14% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Walkner Condon Financial Advisors LLC
|
Jan 29, 2025 Q4 2024 |
1,419
shares
|
$485,014
0.09% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
1,414
shares
|
$483,305
0.02% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
1,412
shares
|
$482,621
0.09% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Pathway Financial Advisors LLC
|
Jan 30, 2025 Q4 2024 |
1,411
shares
|
$482,279
0.11% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
1,409
shares
|
$481,596
0.03% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
1,409
shares
|
$481,596
0.2% of portfolio
|
Q3 2024
Added 17.32%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
1,408
shares
|
$481,254
0.04% of portfolio
|
Q4 2024
Reduced 25.23%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jan 23, 2025 Q4 2024 |
1,404
shares
|
$479,887
0.2% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
West Hill Financial Advisors, Inc.
|
Jan 31, 2025 Q4 2024 |
1,403
shares
|
$479,545
0.1% of portfolio
|
Q4 2024
Reduced 3.31%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Jan 13, 2025 Q4 2024 |
1,402
shares
|
$479,203
0.3% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Oct 30, 2024 Q3 2024 |
1,400
shares
|
$478,520
0.09% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jan 31, 2025 Q4 2024 |
1,400
shares
|
$478,520
0.2% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,399
shares
|
$478,178
0.16% of portfolio
|
Q3 2024
Added 0.07%
|