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 |
|---|---|---|---|---|---|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
4,790
shares
|
$1.66 Million
0.21% of portfolio
|
Q2 2025
Reduced 5.37%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
4,790
shares
|
$1.66 Million
0.41% of portfolio
|
Q2 2025
Added 4.22%
|
|
|
Jgp Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
4,783
shares
|
$1.66 Million
0.21% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
Aug 05, 2025 Q2 2025 |
4,782
shares
|
$1.66 Million
1.77% of portfolio
|
Q2 2025
Added 10.13%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
4,770
shares
|
$1.65 Million
2.03% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
Jul 16, 2025 Q2 2025 |
4,767
shares
|
$1.65 Million
0.16% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Jul 23, 2025 Q2 2025 |
4,737
shares
|
$1.64 Million
1.39% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Alteri Wealth LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
4,737
shares
|
$1.64 Million
0.65% of portfolio
|
Q2 2025
Reduced 7.19%
|
|
|
Clark Financial Services Group Inc
Chesterfield, MO |
Aug 12, 2025 Q2 2025 |
4,734
shares
|
$1.64 Million
1.06% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
4,728
shares
|
$1.64 Million
0.17% of portfolio
|
N/A
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
4,724
shares
|
$1.64 Million
0.7% of portfolio
|
Q2 2025
Added 19.38%
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
4,708
shares
|
$1.63 Million
0.84% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
4,705
shares
|
$1.63 Million
1.0% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Stewart Asset Management, LLC
|
Feb 08, 2023 Q4 2022 |
4,704
shares
|
$1.63 Million
0.75% of portfolio
|
Q3 2022
New holding
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
4,699
shares
|
$1.63 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
4,696
shares
|
$1.63 Million
0.17% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
4,696
shares
|
$1.63 Million
0.31% of portfolio
|
Q2 2025
Reduced 71.23%
|
|
|
Roman Butler Fullerton & CO
|
Jul 30, 2025 Q2 2025 |
4,691
shares
|
$1.62 Million
0.52% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Buckley Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
4,684
shares
|
$1.62 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,682
shares
|
$1.62 Million
0.45% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
4,674
shares
|
$1.62 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
4,673
shares
|
$1.62 Million
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 28, 2025 Q2 2025 |
4,669
shares
|
$1.62 Million
0.31% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Mitchell Sinkler & Starr
|
Jul 25, 2025 Q2 2025 |
4,658
shares
|
$1.61 Million
0.8% of portfolio
|
Q2 2025
Added 3.9%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 19, 2025 Q2 2025 |
4,653
shares
|
$1.61 Million
0.19% of portfolio
|
Q2 2025
Reduced 83.29%
|