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 |
|---|---|---|---|---|---|
|
Youngs Advisory Group, Inc.
|
Nov 07, 2024 Q3 2024 |
1,240
shares
|
$423,832
0.14% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Nov 05, 2024 Q3 2024 |
1,233
shares
|
$421,439
0.15% of portfolio
|
Q3 2024
Added 17.32%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
1,229
shares
|
$420,072
0.1% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
1,227
shares
|
$419,388
0.15% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
1,226
shares
|
$419,046
0.05% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,223
shares
|
$418,021
0.08% of portfolio
|
Q2 2023
Added 20.73%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
1,220
shares
|
$416,996
0.21% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,217
shares
|
$415,970
0.0% of portfolio
|
Q3 2024
Added 8.27%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
1,215
shares
|
$415,287
0.16% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Measured Wealth Private Client Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,212
shares
|
$414,261
0.12% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,212
shares
|
$414,261
0.04% of portfolio
|
Q2 2024
Added 41.75%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
1,211
shares
|
$413,919
0.07% of portfolio
|
Q3 2024
Added 25.49%
|
|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
1,207
shares
|
$412,552
0.19% of portfolio
|
Q4 2024
Added 7.19%
|
|
|
Inceptionr LLC
Lafayette, CA |
Nov 08, 2024 Q3 2024 |
1,207
shares
|
$412,552
0.08% of portfolio
|
Q3 2024
Reduced 82.42%
|
|
|
Stanley Laman Group, Ltd.
Berwyn, PA |
Jan 29, 2025 Q4 2024 |
1,202
shares
|
$410,843
0.06% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Next Level Wealth Planning, LLC
Meridian, ID |
Jan 30, 2025 Q4 2024 |
1,201
shares
|
$410,501
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
1,200
shares
|
$410,160
0.13% of portfolio
|
Q3 2021
Reduced 6.25%
|
|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,200
shares
|
$410,160
0.3% of portfolio
|
Q4 2023
Reduced 10.31%
|
|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
1,200
shares
|
$410,160
0.03% of portfolio
|
Q3 2024
Reduced 15.19%
|
|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
1,199
shares
|
$409,818
0.2% of portfolio
|
Q2 2024
Added 1.27%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,197
shares
|
$409,134
0.14% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
1,196
shares
|
$408,792
0.31% of portfolio
|
Q3 2024
Reduced 22.64%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
1,196
shares
|
$408,792
0.02% of portfolio
|
Q3 2024
Reduced 45.74%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
1,195
shares
|
$408,451
0.15% of portfolio
|
Q3 2024
Reduced 2.85%
|
|
|
Destiny Wealth Partners, LLC
|
Jan 23, 2025 Q4 2024 |
1,194
shares
|
$408,109
0.07% of portfolio
|
Q4 2024
Added 12.75%
|