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 |
|---|---|---|---|---|---|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
5,746
shares
|
$1.99 Million
0.64% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
5,745
shares
|
$1.99 Million
0.29% of portfolio
|
Q4 2024
Added 80.66%
|
|
|
Keystone Investors Pte LTD
Singapore, U0 |
Nov 13, 2024 Q3 2024 |
5,742
shares
|
$1.99 Million
0.12% of portfolio
|
Q3 2024
Reduced 16.69%
|
|
|
Sbk Financial, Inc.
Richmond, VA |
Jan 30, 2023 Q4 2022 |
5,727
shares
|
$1.98 Million
1.89% of portfolio
|
Q3 2022
Added 0.47%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,719
shares
|
$1.98 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Lehman & Derafelo Financial Resources LLC
|
Jan 20, 2023 Q4 2022 |
5,709
shares
|
$1.97 Million
0.35% of portfolio
|
Q4 2022
Added 4.79%
|
|
|
Capital Financial Services, LLC
|
Jan 23, 2023 Q4 2022 |
5,700
shares
|
$1.97 Million
1.64% of portfolio
|
Q4 2022
Reduced 2.06%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
5,687
shares
|
$1.97 Million
0.46% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Morningstar Investment Management LLC
Chicago, IL |
Feb 03, 2025 Q4 2024 |
5,684
shares
|
$1.97 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
5,640
shares
|
$1.95 Million
0.7% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
5,635
shares
|
$1.95 Million
1.06% of portfolio
|
Q4 2024
Reduced 24.31%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
5,628
shares
|
$1.95 Million
0.23% of portfolio
|
Q3 2024
Reduced 55.52%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jan 27, 2025 Q4 2024 |
5,621
shares
|
$1.94 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
5,621
shares
|
$1.94 Million
0.37% of portfolio
|
Q3 2024
Added 39.17%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
5,617
shares
|
$1.94 Million
0.22% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
5,614
shares
|
$1.94 Million
0.2% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Enhancing Capital LLC
|
Oct 11, 2022 Q3 2022 |
5,604
shares
|
$1.94 Million
1.28% of portfolio
|
Q2 2022
Reduced 0.2%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
5,602
shares
|
$1.94 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
5,593
shares
|
$1.93 Million
0.17% of portfolio
|
Q4 2024
Reduced 5.4%
|
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
5,583
shares
|
$1.93 Million
0.29% of portfolio
|
Q3 2023
Reduced 24.14%
|
|
|
Rockingstone Advisors LLC
Great Barrington, MA |
Jan 14, 2025 Q4 2024 |
5,583
shares
|
$1.93 Million
0.78% of portfolio
|
Q4 2024
Added 18.74%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
5,580
shares
|
$1.93 Million
0.04% of portfolio
|
Q3 2024
Added 40.2%
|
|
|
Corda Investment Management, Llc.
Houston, TX |
Oct 29, 2024 Q3 2024 |
5,568
shares
|
$1.93 Million
0.12% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
5,566
shares
|
$1.92 Million
0.66% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Jan 30, 2025 Q4 2024 |
5,556
shares
|
$1.92 Million
1.43% of portfolio
|
Q4 2024
Added 16.99%
|