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 |
|---|---|---|---|---|---|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
12,256
shares
|
$4.23 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
12,247
shares
|
$4.23 Million
0.51% of portfolio
|
Q3 2024
Added 5.03%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
12,236
shares
|
$4.22 Million
0.23% of portfolio
|
Q4 2022
Added 0.18%
|
|
|
Annandale Capital, LLC
Dallas, TX |
Nov 12, 2024 Q3 2024 |
12,178
shares
|
$4.2 Million
0.47% of portfolio
|
Q3 2024
Added 165.66%
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
12,159
shares
|
$4.2 Million
0.43% of portfolio
|
Q4 2022
Reduced 28.28%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
12,156
shares
|
$4.2 Million
0.28% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12,117
shares
|
$4.18 Million
1.54% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
Nov 08, 2024 Q3 2024 |
12,100
shares
|
$4.18 Million
1.82% of portfolio
|
Q3 2024
Reduced 41.82%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
12,090
shares
|
$4.17 Million
1.44% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
12,087
shares
|
$4.17 Million
0.2% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
12,023
shares
|
$4.15 Million
0.66% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
12,011
shares
|
$4.15 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
12,001
shares
|
$4.14 Million
1.69% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Keudell
|
Jan 23, 2025 Q4 2024 |
11,991
shares
|
$4.14 Million
1.02% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
11,971
shares
|
$4.13 Million
0.59% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
11,970
shares
|
$4.13 Million
0.72% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
11,931
shares
|
$4.12 Million
0.92% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
11,910
shares
|
$4.11 Million
1.14% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Little House Capital LLC
Braintree, MA |
Jan 30, 2025 Q4 2024 |
11,892
shares
|
$4.1 Million
1.08% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
11,886
shares
|
$4.1 Million
0.77% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
11,878
shares
|
$4.1 Million
1.56% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
11,875
shares
|
$4.1 Million
1.25% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
11,874
shares
|
$4.1 Million
0.87% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
11,827
shares
|
$4.08 Million
1.07% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
11,812
shares
|
$4.08 Million
1.34% of portfolio
|
Q3 2024
Reduced 1.59%
|