Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,257 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 $443 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Nov 12, 2024 Q3 2024 |
4,882
shares
|
$1.5 Million
0.75% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
4,872
shares
|
$1.5 Million
0.22% of portfolio
|
N/A
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Nov 22, 2024 Q3 2024 |
4,869
shares
|
$1.5 Million
0.54% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
True North Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
4,864
shares
|
$1.5 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Mcia Inc
|
Nov 15, 2024 Q3 2024 |
4,850
shares
|
$1.49 Million
0.3% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Knoll Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,850
shares
|
$1.49 Million
0.66% of portfolio
|
Q1 2021
New holding
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
4,837
shares
|
$1.49 Million
0.57% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,815
shares
|
$1.48 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
4,814
shares
|
$1.48 Million
0.63% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
4,809
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
4,798
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
4,794
shares
|
$1.48 Million
0.91% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
4,790
shares
|
$1.47 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Nov 08, 2024 Q3 2024 |
4,789
shares
|
$1.47 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Mizuho Markets Americas LLC
|
Nov 06, 2024 Q3 2024 |
4,784
shares
|
$1.47 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jessup Wealth Management, Inc
Dayton, OH |
Oct 09, 2024 Q3 2024 |
4,781
shares
|
$1.47 Million
0.6% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
4,768
shares
|
$1.47 Million
0.29% of portfolio
|
Q3 2024
Added 2.71%
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
4,767
shares
|
$1.47 Million
0.51% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Apr 01, 2024 Q4 2023 |
4,764
shares
|
$1.47 Million
0.16% of portfolio
|
Q4 2023
Added 9.32%
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
4,750
shares
|
$1.46 Million
0.39% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Aft, Forsyth & Sober, LLC
|
Nov 14, 2024 Q3 2024 |
4,750
shares
|
$1.46 Million
0.43% of portfolio
|
Q1 2021
Added 97.92%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,749
shares
|
$1.46 Million
1.13% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Vigilare Wealth Management
|
Oct 29, 2024 Q3 2024 |
4,745
shares
|
$1.46 Million
0.54% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Nov 04, 2024 Q3 2024 |
4,741
shares
|
$1.46 Million
0.79% of portfolio
|
Q3 2024
Added 15.44%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
4,740
shares
|
$1.46 Million
0.08% of portfolio
|
Q3 2024
Reduced 5.63%
|