Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,794 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 $516 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
May 05, 2025 Q1 2025 |
570
shares
|
$201,762
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
570
shares
|
$201,762
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
569
shares
|
$201,408
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
568
shares
|
$201,054
0.08% of portfolio
|
Q2 2025
Reduced 17.56%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
561
shares
|
$198,577
0.07% of portfolio
|
Q4 2024
Added 168.42%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
546
shares
|
$193,267
0.05% of portfolio
|
Q2 2022
Reduced 10.78%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
544
shares
|
$192,559
0.08% of portfolio
|
Q2 2025
Reduced 18.56%
|
|
|
Financial Connections Group, Inc.
|
Jul 24, 2025 Q2 2025 |
535
shares
|
$189,373
0.08% of portfolio
|
Q1 2025
Reduced 5.48%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
535
shares
|
$189,373
0.14% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
529
shares
|
$187,250
0.02% of portfolio
|
Q2 2023
Reduced 3.64%
|
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
528
shares
|
$186,896
0.14% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
515
shares
|
$182,294
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
514
shares
|
$181,940
0.09% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
511
shares
|
$180,878
0.05% of portfolio
|
Q2 2025
Added 38.48%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
509
shares
|
$180,170
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
504
shares
|
$178,400
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
500
shares
|
$176,985
0.16% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
489
shares
|
$173,091
0.07% of portfolio
|
Q2 2025
Added 16.43%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
478
shares
|
$169,197
0.04% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
471
shares
|
$166,719
0.07% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
471
shares
|
$166,719
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
467
shares
|
$165,303
0.04% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
464
shares
|
$164,242
0.05% of portfolio
|
Q4 2024
Added 75.76%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
460
shares
|
$162,826
0.11% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
459
shares
|
$162,472
0.04% of portfolio
|
Q1 2025
Added 6.74%
|