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 |
|---|---|---|---|---|---|
|
Widmann Financial Services, Inc.
|
May 14, 2025 Q1 2025 |
611
shares
|
$214,986
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
611
shares
|
$214,986
1.05% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
610
shares
|
$214,634
0.08% of portfolio
|
Q4 2021
Added 96.77%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
605
shares
|
$212,875
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
May 13, 2025 Q1 2025 |
605
shares
|
$212,875
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
603
shares
|
$212,171
0.1% of portfolio
|
Q2 2025
Reduced 66.01%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
603
shares
|
$212,171
0.14% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
603
shares
|
$212,171
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
600
shares
|
$211,116
0.13% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Adamsbrown Wealth Consultants LLC
|
Jul 08, 2025 Q2 2025 |
600
shares
|
$211,116
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
600
shares
|
$211,116
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Bosman Wealth Management, LLC
Redlands, CA |
Jul 17, 2025 Q2 2025 |
600
shares
|
$211,116
0.19% of portfolio
|
Q2 2025
Reduced 14.29%
|
|
|
Act Advisors, Llc.
|
Jul 14, 2025 Q2 2025 |
598
shares
|
$210,412
0.1% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
598
shares
|
$210,412
0.03% of portfolio
|
Q2 2022
Added 1.87%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
598
shares
|
$210,412
0.03% of portfolio
|
Q2 2023
Added 0.17%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
597
shares
|
$210,060
0.09% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Lauterbach Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
596
shares
|
$209,708
0.12% of portfolio
|
Q1 2025
Reduced 15.1%
|
|
|
Oldfather Financial Services, LLC
|
Jul 10, 2025 Q2 2025 |
595
shares
|
$209,356
0.07% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
594
shares
|
$209,004
0.13% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
E Cio, Inc.
Madison, WI |
Jun 06, 2025 Q1 2025 |
592
shares
|
$208,301
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Shore Haven Wealth Partners, LLC
|
May 06, 2025 Q1 2025 |
591
shares
|
$207,949
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Teramo Advisors, LLC
Naples, FL |
May 06, 2025 Q1 2025 |
591
shares
|
$207,949
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
590
shares
|
$207,597
0.0% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
590
shares
|
$207,597
0.11% of portfolio
|
Q2 2025
Reduced 16.43%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
590
shares
|
$207,597
0.14% of portfolio
|
Q2 2025
New holding
|