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 |
|---|---|---|---|---|---|
|
Guardian Investment Management
|
Jan 16, 2025 Q4 2024 |
9,280
shares
|
$3.2 Million
2.03% of portfolio
|
Q4 2024
Reduced 19.58%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
9,279
shares
|
$3.2 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
9,261
shares
|
$3.2 Million
0.52% of portfolio
|
Q3 2024
Reduced 27.23%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
9,255
shares
|
$3.19 Million
0.49% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Nov 13, 2024 Q3 2024 |
9,250
shares
|
$3.19 Million
1.5% of portfolio
|
Q3 2024
Added 23.33%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
9,237
shares
|
$3.19 Million
1.29% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
9,235
shares
|
$3.19 Million
1.24% of portfolio
|
Q1 2024
Reduced 15.3%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
9,233
shares
|
$3.19 Million
0.29% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
9,220
shares
|
$3.18 Million
0.54% of portfolio
|
Q3 2024
Added 2.74%
|
|
|
De Dora Capital, Inc.
|
Jan 30, 2025 Q4 2024 |
9,217
shares
|
$3.18 Million
0.84% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Nov 14, 2024 Q3 2024 |
9,207
shares
|
$3.18 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
9,206
shares
|
$3.18 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jan 23, 2025 Q4 2024 |
9,202
shares
|
$3.18 Million
1.76% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
9,199
shares
|
$3.18 Million
0.48% of portfolio
|
Q4 2024
Reduced 5.02%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
9,188
shares
|
$3.17 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
9,182
shares
|
$3.17 Million
0.23% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
9,174
shares
|
$3.17 Million
0.97% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,167
shares
|
$3.16 Million
0.31% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
9,151
shares
|
$3.16 Million
1.23% of portfolio
|
Q4 2022
Reduced 0.22%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,113
shares
|
$3.15 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Pictet Bank & Trust LTD
|
Jan 30, 2025 Q4 2024 |
9,110
shares
|
$3.14 Million
2.88% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
9,109
shares
|
$3.14 Million
0.64% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
9,101
shares
|
$3.14 Million
1.79% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
9,098
shares
|
$3.14 Million
0.52% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
9,051
shares
|
$3.12 Million
0.8% of portfolio
|
Q4 2024
Reduced 2.71%
|