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 |
|---|---|---|---|---|---|
|
Signal Point Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
4,001
shares
|
$1.23 Million
0.28% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$1.23 Million
0.19% of portfolio
|
Q4 2021
New holding
|
|
|
Ascendant Capital Management, LLC
Los Angeles, CA |
May 15, 2023 Q1 2023 |
4,000
shares
|
$1.23 Million
1.2% of portfolio
|
Q1 2023
Reduced 11.11%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
3,992
shares
|
$1.23 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
3,990
shares
|
$1.23 Million
0.29% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,989
shares
|
$1.23 Million
0.69% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
3,978
shares
|
$1.22 Million
0.56% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Riverwater Partners LLC
|
Oct 22, 2024 Q3 2024 |
3,977
shares
|
$1.22 Million
0.6% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
3,973
shares
|
$1.22 Million
0.21% of portfolio
|
Q3 2024
Reduced 5.25%
|
|
|
Tectonic Advisors LLC
Plano, TX |
Oct 23, 2024 Q3 2024 |
3,971
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
3,971
shares
|
$1.22 Million
0.17% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,968
shares
|
$1.22 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.49%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
3,967
shares
|
$1.22 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
3,960
shares
|
$1.22 Million
0.49% of portfolio
|
Q1 2024
Added 21.4%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
3,947
shares
|
$1.21 Million
0.11% of portfolio
|
Q3 2024
Added 40.26%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
3,945
shares
|
$1.21 Million
0.22% of portfolio
|
Q3 2024
Reduced 13.85%
|
|
|
Mitchell & Pahl Private Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
3,937
shares
|
$1.21 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Goldstream Capital Management LTD
|
Nov 14, 2024 Q3 2024 |
3,935
shares
|
$1.21 Million
0.36% of portfolio
|
Q3 2024
Added 293.5%
|
|
|
Bluesphere Advisors, LLC
East Norriton, PA |
Oct 21, 2024 Q3 2024 |
3,931
shares
|
$1.21 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Oct 23, 2024 Q3 2024 |
3,921
shares
|
$1.21 Million
0.32% of portfolio
|
Q3 2024
Reduced 86.49%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,914
shares
|
$1.2 Million
0.31% of portfolio
|
Q3 2024
Reduced 4.33%
|
|
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
Jan 08, 2025 Q4 2024 |
3,914
shares
|
$1.2 Million
0.42% of portfolio
|
Q4 2024
Added 1.64%
|
|
|
First National Bank Of Hutchinson
|
Oct 22, 2024 Q3 2024 |
3,905
shares
|
$1.2 Million
0.71% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
3,902
shares
|
$1.2 Million
0.26% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
3,901
shares
|
$1.2 Million
0.11% of portfolio
|
Q2 2023
Added 8.03%
|