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 |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
8,638
shares
|
$2.98 Million
0.59% of portfolio
|
Q4 2024
Added 110.43%
|
|
|
Geneva Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
8,622
shares
|
$2.98 Million
0.04% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Delta Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
8,615
shares
|
$2.97 Million
0.55% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
8,606
shares
|
$2.97 Million
0.35% of portfolio
|
Q4 2024
Added 1.37%
|
|
|
Selective Wealth Management, Inc.
|
Jan 15, 2025 Q4 2024 |
8,575
shares
|
$2.96 Million
1.1% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
8,573
shares
|
$2.96 Million
0.39% of portfolio
|
Q3 2023
Reduced 5.73%
|
|
|
Terra Nova Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
8,571
shares
|
$2.96 Million
2.17% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Figure 8 Investment Strategies LLC
Boise, ID |
Jan 29, 2025 Q4 2024 |
8,541
shares
|
$2.95 Million
2.65% of portfolio
|
Q4 2024
New holding
|
|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
8,531
shares
|
$2.94 Million
3.01% of portfolio
|
Q2 2022
Added 3.13%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
8,527
shares
|
$2.94 Million
0.58% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
8,517
shares
|
$2.94 Million
1.68% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,500
shares
|
$2.93 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
8,494
shares
|
$2.93 Million
1.26% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
8,478
shares
|
$2.93 Million
0.58% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
8,459
shares
|
$2.92 Million
0.01% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
8,442
shares
|
$2.91 Million
1.2% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
8,428
shares
|
$2.91 Million
3.02% of portfolio
|
Q1 2024
Reduced 12.58%
|
|
|
Meridian Financial Partners LLC
|
Jan 14, 2025 Q4 2024 |
8,394
shares
|
$2.9 Million
1.4% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Sentry Investment Management LLC
|
Feb 04, 2025 Q4 2024 |
8,378
shares
|
$2.89 Million
1.26% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
8,375
shares
|
$2.89 Million
0.92% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
8,370
shares
|
$2.89 Million
8.59% of portfolio
|
Q3 2023
Reduced 61.68%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
8,344
shares
|
$2.88 Million
3.45% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
8,337
shares
|
$2.88 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.47%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
8,301
shares
|
$2.87 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
8,300
shares
|
$2.86 Million
0.06% of portfolio
|
Q1 2020
Reduced 19.42%
|