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 |
|---|---|---|---|---|---|
|
Steel Canyon Capital, LLC
Phoenix, AZ |
Nov 14, 2023 Q3 2023 |
15,070
shares
|
$5.2 Million
9.51% of portfolio
|
Q3 2023
Added 11.31%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
15,054
shares
|
$5.2 Million
0.17% of portfolio
|
Q3 2022
Added 1.7%
|
|
|
Capital Advisors Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
15,052
shares
|
$5.2 Million
0.86% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
15,041
shares
|
$5.19 Million
0.61% of portfolio
|
Q3 2022
Reduced 4.07%
|
|
|
Viking Fund Management LLC
|
Jan 17, 2025 Q4 2024 |
15,000
shares
|
$5.18 Million
0.78% of portfolio
|
Q4 2021
Added 66.67%
|
|
|
Value Star Asset Management (Hong Kong) LTD
Hong Kong, K3 |
Oct 16, 2024 Q3 2024 |
15,000
shares
|
$5.18 Million
15.46% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
14,976
shares
|
$5.17 Million
0.81% of portfolio
|
Q3 2024
Reduced 16.94%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
14,974
shares
|
$5.17 Million
2.14% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
14,970
shares
|
$5.17 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Cherry Creek Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
14,948
shares
|
$5.16 Million
2.41% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
14,911
shares
|
$5.15 Million
0.64% of portfolio
|
Q4 2024
Added 49.89%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
14,880
shares
|
$5.14 Million
1.39% of portfolio
|
Q4 2023
Added 1.47%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
14,827
shares
|
$5.12 Million
2.15% of portfolio
|
Q4 2024
Added 8.03%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
14,826
shares
|
$5.12 Million
0.38% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
14,812
shares
|
$5.11 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
Feb 05, 2025 Q4 2024 |
14,800
shares
|
$5.11 Million
3.8% of portfolio
|
Q4 2024
New holding
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
14,795
shares
|
$5.11 Million
0.27% of portfolio
|
Q4 2024
Added 94.95%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
14,750
shares
|
$5.09 Million
1.32% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
14,749
shares
|
$5.09 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
14,738
shares
|
$5.09 Million
0.99% of portfolio
|
Q1 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
14,736
shares
|
$5.09 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.34%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jan 16, 2025 Q4 2024 |
14,719
shares
|
$5.08 Million
3.24% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Brentview Investment Management LLC
Northfield, IL |
Jan 24, 2025 Q4 2024 |
14,709
shares
|
$5.08 Million
2.64% of portfolio
|
Q4 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
14,703
shares
|
$5.07 Million
0.4% of portfolio
|
Q4 2024
Added 5.53%
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
14,683
shares
|
$5.07 Million
2.32% of portfolio
|
Q3 2024
Reduced 15.77%
|