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 |
|---|---|---|---|---|---|
|
Icw Investment Advisors LLC
Scottsdale, AZ |
Nov 12, 2024 Q3 2024 |
16,162
shares
|
$5.58 Million
1.9% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
16,137
shares
|
$5.57 Million
0.82% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
16,118
shares
|
$5.56 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Jan 16, 2025 Q4 2024 |
16,104
shares
|
$5.56 Million
1.8% of portfolio
|
Q4 2024
Added 9.18%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
16,101
shares
|
$5.56 Million
0.12% of portfolio
|
Q3 2024
Reduced 7.54%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
16,006
shares
|
$5.52 Million
1.14% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Aaron Wealth Advisors LLC
|
Jan 15, 2025 Q4 2024 |
16,001
shares
|
$5.52 Million
0.59% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
15,980
shares
|
$5.52 Million
0.26% of portfolio
|
Q4 2024
Added 19.7%
|
|
|
Angeles Wealth Management, LLC
|
Jan 28, 2025 Q4 2024 |
15,928
shares
|
$5.5 Million
0.42% of portfolio
|
Q4 2024
Added 7.16%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
15,885
shares
|
$5.48 Million
0.52% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
William Allan, LLC
|
Jan 28, 2025 Q4 2024 |
15,868
shares
|
$5.48 Million
3.21% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
15,864
shares
|
$5.48 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jan 21, 2025 Q4 2024 |
15,829
shares
|
$5.46 Million
1.4% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
15,822
shares
|
$5.46 Million
0.29% of portfolio
|
Q4 2024
Added 1.61%
|
|
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
Feb 05, 2025 Q4 2024 |
15,810
shares
|
$5.46 Million
2.54% of portfolio
|
Q4 2024
Reduced 32.89%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,795
shares
|
$5.45 Million
0.27% of portfolio
|
Q4 2023
Reduced 2.18%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
15,795
shares
|
$5.45 Million
0.33% of portfolio
|
Q3 2024
Reduced 66.87%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
15,740
shares
|
$5.43 Million
0.49% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
15,734
shares
|
$5.43 Million
1.65% of portfolio
|
Q4 2024
Reduced 5.36%
|
|
|
Wd Rutherford LLC
|
Jan 30, 2025 Q4 2024 |
15,728
shares
|
$5.43 Million
2.38% of portfolio
|
Q4 2024
Reduced 1.93%
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
15,723
shares
|
$5.43 Million
0.91% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
15,712
shares
|
$5.42 Million
0.37% of portfolio
|
Q4 2024
Reduced 48.36%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jan 30, 2025 Q4 2024 |
15,667
shares
|
$5.41 Million
1.91% of portfolio
|
Q4 2024
Added 7.43%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
15,660
shares
|
$5.41 Million
0.28% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,628
shares
|
$5.39 Million
0.16% of portfolio
|
Q3 2024
Reduced 26.95%
|