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 |
|---|---|---|---|---|---|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
589
shares
|
$207,245
0.18% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
588
shares
|
$206,893
0.02% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
588
shares
|
$206,893
0.3% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Spectrum Wealth Advisory Group, LLC
|
May 15, 2025 Q1 2025 |
586
shares
|
$206,189
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
West Bancorporation Inc
|
Apr 25, 2025 Q1 2025 |
585
shares
|
$205,838
0.14% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Tacita Capital Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
584
shares
|
$205,486
0.17% of portfolio
|
Q4 2024
Added 31.24%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
583
shares
|
$205,134
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
May 12, 2025 Q1 2025 |
582
shares
|
$204,782
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
581
shares
|
$204,430
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Beta Wealth Group, Inc.
|
May 08, 2025 Q1 2025 |
579
shares
|
$203,726
0.1% of portfolio
|
Q1 2025
Reduced 28.78%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
578
shares
|
$203,375
0.05% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Shanker Valleau Wealth Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
576
shares
|
$202,671
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Clarus Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
576
shares
|
$202,671
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Market Street Wealth Management Advisors LLC
|
Jul 09, 2025 Q2 2025 |
574
shares
|
$201,967
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
574
shares
|
$201,967
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Altus Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
571
shares
|
$200,912
0.1% of portfolio
|
Q2 2025
Reduced 17.37%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
571
shares
|
$200,912
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
570
shares
|
$200,560
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
570
shares
|
$200,560
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
561
shares
|
$197,393
0.07% of portfolio
|
Q4 2024
Added 168.42%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
546
shares
|
$192,115
0.05% of portfolio
|
Q2 2022
Reduced 10.78%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
544
shares
|
$191,411
0.08% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
535
shares
|
$188,245
0.08% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
535
shares
|
$188,245
0.14% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
529
shares
|
$186,133
0.02% of portfolio
|
Q2 2023
Reduced 3.64%
|