Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,900 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $509 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Swisspartners Ltd.
Vaduz, N2 |
Feb 14, 2023 Q4 2022 |
6,295
shares
|
$2.18 Million
1.67% of portfolio
|
Q4 2022
Reduced 65.44%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
6,285
shares
|
$2.18 Million
0.43% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Aug 14, 2025 Q2 2025 |
6,281
shares
|
$2.17 Million
1.15% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Titus Wealth Management
Larskpur, CA |
Nov 09, 2022 Q2 2022 |
6,279
shares
|
$2.17 Million
0.62% of portfolio
|
Q2 2022
Added 284.74%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Aug 14, 2025 Q2 2025 |
6,277
shares
|
$2.17 Million
0.73% of portfolio
|
Q2 2025
Reduced 3.09%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
6,261
shares
|
$2.17 Million
0.1% of portfolio
|
Q2 2025
Added 7.47%
|
|
|
Biltmore Family Office, LLC
|
Aug 01, 2025 Q2 2025 |
6,259
shares
|
$2.17 Million
0.39% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
6,253
shares
|
$2.16 Million
0.99% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Wilkins Investment Counsel Inc
|
Aug 07, 2025 Q2 2025 |
6,246
shares
|
$2.16 Million
0.32% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Aug 08, 2025 Q2 2025 |
6,244
shares
|
$2.16 Million
1.46% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
6,224
shares
|
$2.15 Million
0.09% of portfolio
|
Q2 2025
Reduced 18.09%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
6,221
shares
|
$2.15 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
6,218
shares
|
$2.15 Million
0.72% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
6,217
shares
|
$2.15 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2025 Q2 2025 |
6,212
shares
|
$2.15 Million
1.77% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 16, 2025 Q2 2025 |
6,193
shares
|
$2.14 Million
0.93% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Menard Financial Group LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
6,181
shares
|
$2.14 Million
1.35% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Crew Capital Management, Ltd.
|
Jul 14, 2025 Q2 2025 |
6,174
shares
|
$2.14 Million
1.78% of portfolio
|
Q2 2025
Added 51.58%
|
|
|
Ov Management LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
6,167
shares
|
$2.14 Million
1.83% of portfolio
|
Q2 2025
Reduced 61.46%
|
|
|
Traphagen Investment Advisors LLC
Oradell, NJ |
Jul 23, 2025 Q2 2025 |
6,153
shares
|
$2.13 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
6,151
shares
|
$2.13 Million
0.31% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
6,133
shares
|
$2.12 Million
0.22% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Apr 28, 2025 Q1 2025 |
6,122
shares
|
$2.12 Million
1.14% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,121
shares
|
$2.12 Million
1.12% of portfolio
|
Q3 2024
Added 34.79%
|
|
|
Legacy Wealth Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
6,115
shares
|
$2.12 Million
0.66% of portfolio
|
Q2 2025
Reduced 6.31%
|