Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,396 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 $497 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
18,415
shares
|
$6.36 Million
0.82% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
18,399
shares
|
$6.35 Million
0.21% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
18,377
shares
|
$6.34 Million
0.52% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Trust Asset Management LLC
Houston, TX |
Jan 16, 2025 Q4 2024 |
18,376
shares
|
$6.34 Million
0.46% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
18,371
shares
|
$6.34 Million
2.17% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
18,352
shares
|
$6.33 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
18,332
shares
|
$6.33 Million
1.72% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
18,289
shares
|
$6.31 Million
0.88% of portfolio
|
Q3 2022
Added 0.83%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
18,271
shares
|
$6.31 Million
1.86% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
18,264
shares
|
$6.3 Million
0.49% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Trinity Legacy Partners, LLC
|
Feb 03, 2025 Q4 2024 |
18,256
shares
|
$6.3 Million
1.52% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Bright Rock Capital Management, LLC
|
Jan 14, 2025 Q4 2024 |
18,250
shares
|
$6.3 Million
1.25% of portfolio
|
Q4 2023
Added 265.0%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
18,249
shares
|
$6.3 Million
5.11% of portfolio
|
Q4 2023
Added 2.24%
|
|
|
Roberts Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
18,229
shares
|
$6.29 Million
1.9% of portfolio
|
Q4 2024
Reduced 0.43%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
18,192
shares
|
$6.28 Million
0.19% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
18,147
shares
|
$6.26 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
18,118
shares
|
$6.25 Million
0.73% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
18,095
shares
|
$6.25 Million
0.4% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
18,034
shares
|
$6.22 Million
0.55% of portfolio
|
Q4 2024
Reduced 63.54%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
18,026
shares
|
$6.22 Million
0.34% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
18,025
shares
|
$6.22 Million
1.0% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,005
shares
|
$6.21 Million
0.63% of portfolio
|
Q2 2024
Added 949.24%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
18,002
shares
|
$6.21 Million
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
17,956
shares
|
$6.2 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,944
shares
|
$6.19 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.51%
|