Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,439 institutions that hold shares in the stock, with a total of 1.45 Billion shares, which have been reported (via 13F filing form) to have a value of $504 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
982
shares
|
$341,755
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
Feb 04, 2025 Q4 2024 |
981
shares
|
$341,407
0.2% of portfolio
|
Q4 2024
Reduced 9.75%
|
|
|
Ncp Inc.
La Quinta, CA |
Feb 04, 2025 Q4 2024 |
979
shares
|
$340,711
0.16% of portfolio
|
Q1 2024
Reduced 5.11%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
979
shares
|
$340,711
0.19% of portfolio
|
Q4 2024
Reduced 86.69%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
974
shares
|
$338,971
0.29% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
973
shares
|
$338,623
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
969
shares
|
$337,231
0.03% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Spinnaker Investment Group, LLC
|
Jan 17, 2025 Q4 2024 |
969
shares
|
$337,231
0.08% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
969
shares
|
$337,231
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Gitterman Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
969
shares
|
$337,231
0.11% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Life Steps Financial, Inc.
|
Feb 03, 2025 Q4 2024 |
964
shares
|
$335,491
0.23% of portfolio
|
Q2 2024
Reduced 3.98%
|
|
|
Phoenix Wealth Advisors
|
Jan 17, 2025 Q4 2024 |
964
shares
|
$335,491
0.13% of portfolio
|
Q4 2024
Added 3.43%
|
|
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
Oct 30, 2023 Q3 2023 |
964
shares
|
$335,491
0.36% of portfolio
|
Q3 2023
Reduced 17.61%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
963
shares
|
$335,143
0.38% of portfolio
|
Q4 2024
Reduced 40.33%
|
|
|
Rs Crum Inc.
|
Nov 13, 2024 Q3 2024 |
962
shares
|
$334,795
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jan 22, 2025 Q4 2024 |
960
shares
|
$334,099
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Vanguard Capital Wealth Advisors
|
Oct 25, 2024 Q3 2024 |
959
shares
|
$333,751
0.26% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
958
shares
|
$333,403
0.14% of portfolio
|
Q4 2024
Reduced 23.85%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
956
shares
|
$332,707
0.15% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Financial Harvest, LLC
Winter Park, FL |
Feb 03, 2025 Q4 2024 |
955
shares
|
$332,359
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
953
shares
|
$331,663
0.09% of portfolio
|
Q3 2024
Reduced 4.03%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jan 13, 2025 Q4 2024 |
952
shares
|
$331,315
0.21% of portfolio
|
Q4 2024
Reduced 2.16%
|
|
|
One River Asset Management, LLC
Stamford, CT |
Nov 08, 2024 Q3 2024 |
951
shares
|
$330,967
0.03% of portfolio
|
Q3 2024
Reduced 80.58%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
950
shares
|
$330,619
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
949
shares
|
$330,270
0.11% of portfolio
|
Q1 2023
New holding
|