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 |
|---|---|---|---|---|---|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
528
shares
|
$185,782
0.14% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
Briaud Financial Planning, Inc
College Station, TX |
May 09, 2025 Q1 2025 |
515
shares
|
$181,207
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 05, 2025 Q1 2025 |
514
shares
|
$180,856
0.09% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
511
shares
|
$179,800
0.05% of portfolio
|
Q2 2025
Added 38.48%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
509
shares
|
$179,096
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Rosel Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
504
shares
|
$177,337
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
May 07, 2025 Q1 2025 |
500
shares
|
$175,930
0.16% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
478
shares
|
$168,189
0.04% of portfolio
|
Q4 2024
Added 8.64%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
471
shares
|
$165,726
0.07% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
471
shares
|
$165,726
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
467
shares
|
$164,318
0.04% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
464
shares
|
$163,263
0.05% of portfolio
|
Q4 2024
Added 75.76%
|
|
|
Hara Capital LLC
Bellevue, WA |
Apr 30, 2025 Q1 2025 |
460
shares
|
$161,855
0.11% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
459
shares
|
$161,503
0.04% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
May 01, 2025 Q1 2025 |
444
shares
|
$156,225
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
439
shares
|
$154,466
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
439
shares
|
$154,466
0.03% of portfolio
|
Q4 2024
Added 25.43%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
437
shares
|
$153,762
0.19% of portfolio
|
Q3 2022
Reduced 9.71%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
434
shares
|
$152,707
0.03% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
431
shares
|
$151,651
0.06% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
422
shares
|
$148,484
0.06% of portfolio
|
Q1 2022
Reduced 8.66%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
420
shares
|
$147,781
0.06% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
420
shares
|
$147,781
0.07% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
419
shares
|
$147,429
0.08% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
417
shares
|
$146,725
0.05% of portfolio
|
Q3 2024
Added 0.24%
|