Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,786 institutions that hold shares in the stock, with a total of 1.46 Billion shares, which have been reported (via 13F filing form) to have a value of $513 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
730
shares
|
$256,857
0.02% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
730
shares
|
$256,857
0.09% of portfolio
|
Q4 2024
Reduced 52.29%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
729
shares
|
$256,505
0.22% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
729
shares
|
$256,505
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
728
shares
|
$256,154
0.09% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Apr 18, 2025 Q1 2025 |
728
shares
|
$256,154
0.12% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Valued Retirements, Inc.
Houston, TX |
May 07, 2025 Q1 2025 |
728
shares
|
$256,154
0.34% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
727
shares
|
$255,802
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
May 13, 2025 Q1 2025 |
727
shares
|
$255,802
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
727
shares
|
$255,802
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
724
shares
|
$254,746
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
723
shares
|
$254,394
0.05% of portfolio
|
Q1 2025
Reduced 4.24%
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
719
shares
|
$252,987
0.03% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
716
shares
|
$251,931
0.13% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
715
shares
|
$251,579
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
714
shares
|
$251,228
0.06% of portfolio
|
Q2 2025
Reduced 39.34%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
714
shares
|
$251,228
0.17% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
712
shares
|
$250,524
0.47% of portfolio
|
Q2 2022
Reduced 38.67%
|
|
|
Albert D Mason Inc
|
Apr 16, 2025 Q1 2025 |
711
shares
|
$250,172
0.2% of portfolio
|
Q1 2025
Reduced 1.39%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
710
shares
|
$249,820
0.06% of portfolio
|
Q2 2025
Reduced 8.97%
|
|
|
Humankind Investments LLC
|
May 14, 2025 Q1 2025 |
704
shares
|
$247,709
0.07% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 09, 2025 Q2 2025 |
703
shares
|
$247,357
0.19% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
700
shares
|
$246,302
0.03% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Highlander Partners, L.P.
|
May 05, 2025 Q1 2025 |
700
shares
|
$246,302
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
700
shares
|
$246,302
0.08% of portfolio
|
Q3 2023
Added 40.0%
|