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 |
|---|---|---|---|---|---|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
136
shares
|
$47,852
0.02% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
134
shares
|
$47,149
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
125
shares
|
$43,982
0.01% of portfolio
|
Q2 2024
Reduced 16.67%
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
May 02, 2025 Q1 2025 |
120
shares
|
$42,223
0.04% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
118
shares
|
$41,519
0.02% of portfolio
|
Q1 2025
Added 151.06%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
117
shares
|
$41,167
0.01% of portfolio
|
Q2 2024
Reduced 17.02%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
115
shares
|
$40,463
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
113
shares
|
$39,760
0.04% of portfolio
|
Q3 2024
Added 11.88%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
110
shares
|
$38,704
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
109
shares
|
$38,352
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
108
shares
|
$38,000
0.01% of portfolio
|
Q2 2025
Added 83.05%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Jul 21, 2025 Q2 2025 |
103
shares
|
$36,241
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
96
shares
|
$33,778
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
91
shares
|
$32,019
0.01% of portfolio
|
Q2 2025
Added 82.0%
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
91
shares
|
$32,019
0.28% of portfolio
|
Q1 2025
Added 720.88%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
90
shares
|
$31,667
0.01% of portfolio
|
Q3 2023
Reduced 25.62%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
90
shares
|
$31,667
0.03% of portfolio
|
Q1 2025
Added 83.67%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
89
shares
|
$31,315
0.01% of portfolio
|
Q2 2025
Reduced 42.58%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
87
shares
|
$30,611
0.07% of portfolio
|
Q2 2024
Reduced 71.66%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
84
shares
|
$29,556
0.02% of portfolio
|
Q3 2022
Reduced 70.42%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
84
shares
|
$29,556
0.01% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
84
shares
|
$29,556
0.02% of portfolio
|
Q1 2024
Reduced 76.2%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
80
shares
|
$28,148
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
79
shares
|
$27,796
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
78
shares
|
$27,445
0.02% of portfolio
|
Q2 2025
New holding
|