Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,470 institutions that hold shares in the stock, with a total of 1.45 Billion shares, which have been reported (via 13F filing form) to have a value of $509 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
26,704
shares
|
$9.38 Million
1.15% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Settian Capital LP
|
Feb 11, 2025 Q4 2024 |
26,700
shares
|
$9.38 Million
6.28% of portfolio
|
Q4 2022
Added 9.43%
|
|
|
Live Oak Private Wealth LLC
|
Jan 28, 2025 Q4 2024 |
26,681
shares
|
$9.37 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Jan 28, 2025 Q4 2024 |
26,676
shares
|
$9.37 Million
1.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
26,659
shares
|
$9.36 Million
0.95% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Boit C F David
Boston, MA |
Jan 24, 2025 Q4 2024 |
26,630
shares
|
$9.35 Million
4.29% of portfolio
|
Q4 2023
Added 11.28%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
26,526
shares
|
$9.32 Million
0.65% of portfolio
|
Q4 2024
Reduced 24.45%
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
26,507
shares
|
$9.31 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
26,495
shares
|
$9.31 Million
0.29% of portfolio
|
Q2 2024
Added 61.22%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
26,429
shares
|
$9.28 Million
0.44% of portfolio
|
Q3 2024
Reduced 7.62%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
26,415
shares
|
$9.28 Million
1.34% of portfolio
|
Q2 2022
Reduced 9.19%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
26,385
shares
|
$9.27 Million
1.24% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Delta Financial Advisors LLC
|
Feb 04, 2025 Q4 2024 |
26,358
shares
|
$9.26 Million
3.14% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Jan 13, 2025 Q4 2024 |
26,262
shares
|
$9.22 Million
5.94% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Mc Hugh Group, LLC
Bratenahl, OH |
Jan 27, 2025 Q4 2024 |
26,261
shares
|
$9.22 Million
6.19% of portfolio
|
Q4 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
26,260
shares
|
$9.22 Million
0.7% of portfolio
|
Q4 2024
Reduced 99.34%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
26,226
shares
|
$9.21 Million
1.77% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Frg Family Wealth Advisors LLC
|
Nov 15, 2024 Q3 2024 |
26,153
shares
|
$9.19 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
26,072
shares
|
$9.16 Million
1.12% of portfolio
|
Q4 2024
Added 4.48%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 27, 2025 Q4 2024 |
26,066
shares
|
$9.16 Million
1.74% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Double Line ETF Adviser LP
Tampa, FL |
Nov 14, 2024 Q3 2024 |
26,031
shares
|
$9.14 Million
1.74% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Eagle Capital Management, LLC
|
Jan 17, 2025 Q4 2024 |
26,008
shares
|
$9.13 Million
3.32% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Symmetry Investments LP
|
Nov 14, 2024 Q3 2024 |
26,000
shares
|
$9.13 Million
1.0% of portfolio
|
Q3 2024
Reduced 36.99%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
25,966
shares
|
$9.12 Million
1.93% of portfolio
|
Q4 2024
Added 1.08%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Feb 03, 2025 Q4 2024 |
25,806
shares
|
$9.06 Million
2.11% of portfolio
|
Q4 2024
Added 49.54%
|