Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,411 institutions that hold shares in the stock, with a total of 1.44 Billion shares, which have been reported (via 13F filing form) to have a value of $505 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
19,025
shares
|
$6.65 Million
0.1% of portfolio
|
Q4 2022
Added 12.65%
|
|
|
Kp Management LLC
Edina, MN |
Oct 24, 2024 Q3 2024 |
19,000
shares
|
$6.64 Million
1.68% of portfolio
|
Q4 2023
New holding
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
18,992
shares
|
$6.64 Million
1.59% of portfolio
|
Q4 2024
Reduced 1.48%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
18,957
shares
|
$6.62 Million
1.31% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
18,956
shares
|
$6.62 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
18,937
shares
|
$6.62 Million
0.13% of portfolio
|
Q4 2024
Added 50.69%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
18,933
shares
|
$6.62 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
18,913
shares
|
$6.61 Million
1.36% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
18,772
shares
|
$6.56 Million
1.25% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
18,764
shares
|
$6.56 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
18,749
shares
|
$6.55 Million
0.02% of portfolio
|
Q4 2022
Reduced 1.36%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
18,746
shares
|
$6.55 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
18,580
shares
|
$6.49 Million
0.37% of portfolio
|
Q4 2024
Added 3.21%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,579
shares
|
$6.49 Million
0.19% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
18,568
shares
|
$6.49 Million
0.7% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Sabal Trust CO
|
Feb 04, 2025 Q4 2024 |
18,550
shares
|
$6.48 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jan 31, 2025 Q4 2024 |
18,526
shares
|
$6.47 Million
4.24% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Jan 14, 2025 Q4 2024 |
18,523
shares
|
$6.47 Million
1.11% of portfolio
|
Q4 2024
Added 24.29%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
18,518
shares
|
$6.47 Million
1.78% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Jan 24, 2025 Q4 2024 |
18,509
shares
|
$6.47 Million
2.67% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
18,480
shares
|
$6.46 Million
3.21% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
18,456
shares
|
$6.45 Million
1.73% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
18,449
shares
|
$6.45 Million
0.89% of portfolio
|
Q3 2024
Reduced 27.45%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,438
shares
|
$6.44 Million
0.58% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
18,437
shares
|
$6.44 Million
0.48% of portfolio
|
Q3 2024
Added 6.47%
|