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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
444
shares
|
$157,162
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
439
shares
|
$155,392
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
439
shares
|
$155,392
0.03% of portfolio
|
Q4 2024
Added 25.43%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
437
shares
|
$154,684
0.19% of portfolio
|
Q3 2022
Reduced 9.71%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Feb 14, 2025 Q4 2024 |
434
shares
|
$153,622
0.03% of portfolio
|
Q4 2024
Reduced 4.41%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
431
shares
|
$152,561
0.06% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
422
shares
|
$149,375
0.06% of portfolio
|
Q1 2022
Reduced 8.66%
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
420
shares
|
$148,667
0.07% of portfolio
|
Q1 2025
Reduced 26.06%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
419
shares
|
$148,313
0.08% of portfolio
|
Q1 2025
Added 4.75%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
May 13, 2025 Q1 2025 |
417
shares
|
$147,605
0.05% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
406
shares
|
$143,711
0.06% of portfolio
|
Q4 2024
Reduced 12.88%
|
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
404
shares
|
$143,003
0.09% of portfolio
|
Q2 2022
Reduced 19.52%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
404
shares
|
$143,003
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
402
shares
|
$142,295
0.04% of portfolio
|
Q2 2025
Added 40.07%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
402
shares
|
$142,295
0.07% of portfolio
|
Q2 2024
Added 673.08%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
383
shares
|
$135,570
0.06% of portfolio
|
Q2 2023
Added 0.26%
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Jul 11, 2025 Q2 2025 |
383
shares
|
$135,570
0.01% of portfolio
|
Q2 2025
Added 139.38%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
381
shares
|
$134,862
0.07% of portfolio
|
Q4 2023
Added 22.9%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
353
shares
|
$124,951
0.01% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Gleason Group, Inc.
|
Jul 17, 2025 Q2 2025 |
352
shares
|
$124,597
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Apr 18, 2025 Q1 2025 |
351
shares
|
$124,243
0.06% of portfolio
|
Q1 2025
Reduced 22.35%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
350
shares
|
$123,889
0.04% of portfolio
|
Q2 2025
Added 44.63%
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
May 13, 2025 Q1 2025 |
345
shares
|
$122,119
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
344
shares
|
$121,765
0.13% of portfolio
|
Q1 2025
Added 3.3%
|
|
|
Carderock Capital Management Inc
|
Jul 10, 2025 Q2 2025 |
340
shares
|
$120,349
0.03% of portfolio
|
Q2 2025
New holding
|