Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,385 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 $498 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Nov 07, 2024 Q3 2024 |
6,157
shares
|
$2.13 Million
0.94% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
6,135
shares
|
$2.12 Million
0.53% of portfolio
|
Q3 2024
Added 35.13%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
6,121
shares
|
$2.11 Million
0.14% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,121
shares
|
$2.11 Million
1.12% of portfolio
|
Q3 2024
Added 34.79%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
6,114
shares
|
$2.11 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Cross Staff Investments Inc
|
Jan 24, 2025 Q4 2024 |
6,113
shares
|
$2.11 Million
1.5% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Jan 30, 2025 Q4 2024 |
6,104
shares
|
$2.11 Million
0.97% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
6,094
shares
|
$2.1 Million
0.9% of portfolio
|
Q2 2024
Reduced 8.61%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
6,040
shares
|
$2.08 Million
1.09% of portfolio
|
Q4 2024
Reduced 6.43%
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
6,035
shares
|
$2.08 Million
1.26% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
6,032
shares
|
$2.08 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
6,027
shares
|
$2.08 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
6,009
shares
|
$2.07 Million
1.37% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,006
shares
|
$2.07 Million
0.46% of portfolio
|
Q2 2022
Added 17.03%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jan 17, 2025 Q4 2024 |
6,000
shares
|
$2.07 Million
0.84% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,988
shares
|
$2.07 Million
0.53% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
5,986
shares
|
$2.07 Million
0.31% of portfolio
|
Q4 2024
Added 53.06%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
5,970
shares
|
$2.06 Million
0.79% of portfolio
|
Q4 2024
Added 16.81%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Nov 12, 2024 Q3 2024 |
5,955
shares
|
$2.06 Million
0.89% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Howard Wealth Management, LLC
Madison, CT |
Jan 30, 2025 Q4 2024 |
5,952
shares
|
$2.05 Million
1.02% of portfolio
|
Q4 2024
Added 77.99%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
5,948
shares
|
$2.05 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
5,944
shares
|
$2.05 Million
0.29% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Jan 15, 2025 Q4 2024 |
5,943
shares
|
$2.05 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Conway Capital Management, Inc.
Burbank, CA |
Jan 17, 2025 Q4 2024 |
5,935
shares
|
$2.05 Million
0.83% of portfolio
|
Q2 2024
Added 1.45%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
5,934
shares
|
$2.05 Million
0.75% of portfolio
|
Q4 2024
Added 7.4%
|