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 |
|---|---|---|---|---|---|
|
Rocky Mountain Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
28
shares
|
$9,744
0.01% of portfolio
|
Q1 2023
Reduced 17.65%
|
|
|
Longfellow Investment Management CO LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
28
shares
|
$9,744
0.0% of portfolio
|
Q4 2022
Added 16.67%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
26
shares
|
$9,048
0.77% of portfolio
|
Q4 2024
Reduced 99.91%
|
|
|
Cowen Prime Advisors LLC
|
Jul 31, 2023 Q2 2023 |
23
shares
|
$8,004
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
23
shares
|
$8,004
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
22
shares
|
$7,656
0.01% of portfolio
|
Q3 2024
Reduced 85.33%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
20
shares
|
$6,960
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
19
shares
|
$6,612
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
18
shares
|
$6,264
0.0% of portfolio
|
Q1 2023
Reduced 5.26%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
18
shares
|
$6,264
0.12% of portfolio
|
Q3 2024
Reduced 99.34%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
14
shares
|
$4,872
0.0% of portfolio
|
Q2 2023
Reduced 96.98%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Nov 04, 2024 Q3 2024 |
14
shares
|
$4,872
0.0% of portfolio
|
Q3 2024
Reduced 33.33%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
12
shares
|
$4,176
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Jan 31, 2025 Q4 2024 |
10
shares
|
$3,480
0.0% of portfolio
|
Q1 2024
Reduced 47.37%
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
10
shares
|
$3,480
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
9
shares
|
$3,132
0.08% of portfolio
|
Q3 2024
Reduced 99.93%
|
|
|
Fny Investment Advisers, LLC
|
Jan 13, 2025 Q4 2024 |
8
shares
|
$2,784
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Management, Inc.
Peoria, IL |
Nov 14, 2024 Q3 2024 |
8
shares
|
$2,784
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Hoey Investments, Inc
Coatesville, PA |
Oct 28, 2024 Q3 2024 |
6
shares
|
$2,088
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|