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 |
|---|---|---|---|---|---|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
2,665
shares
|
$820,047
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Custom Index Systems, LLC
New York, NY |
Oct 24, 2024 Q3 2024 |
2,659
shares
|
$818,200
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
2,657
shares
|
$817,585
0.2% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
2,644
shares
|
$813,585
0.6% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Oct 28, 2024 Q3 2024 |
2,630
shares
|
$809,277
0.47% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
2,629
shares
|
$808,969
0.08% of portfolio
|
Q2 2024
Added 34.89%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
2,628
shares
|
$808,661
0.36% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
Nov 14, 2024 Q3 2024 |
2,624
shares
|
$807,431
0.45% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Palogic Value Management, L.P.
Dallas, TX |
Nov 13, 2024 Q3 2024 |
2,617
shares
|
$805,277
0.29% of portfolio
|
Q3 2023
Added 0.77%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,612
shares
|
$803,738
0.21% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Omni Star Financial Group, Inc.
|
Oct 17, 2024 Q3 2024 |
2,611
shares
|
$803,430
0.57% of portfolio
|
Q3 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
2,608
shares
|
$802,507
0.05% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
2,606
shares
|
$801,892
0.36% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Wolff Financial Management LLC
|
Oct 24, 2024 Q3 2024 |
2,604
shares
|
$801,276
0.19% of portfolio
|
Q2 2024
Added 0.04%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,603
shares
|
$800,969
0.58% of portfolio
|
Q3 2024
Reduced 89.77%
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Oct 24, 2024 Q3 2024 |
2,595
shares
|
$798,507
0.06% of portfolio
|
Q3 2024
Added 19.92%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
2,594
shares
|
$798,199
0.32% of portfolio
|
Q4 2022
Added 4.01%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
2,594
shares
|
$798,199
0.36% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Ninepoint Partners LP
|
Nov 07, 2024 Q3 2024 |
2,589
shares
|
$796,661
0.11% of portfolio
|
Q3 2024
Reduced 10.69%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
2,589
shares
|
$796,661
0.08% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
2,588
shares
|
$796,353
0.08% of portfolio
|
Q2 2023
Added 4.02%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,587
shares
|
$796,045
0.29% of portfolio
|
Q4 2024
Added 69.2%
|
|
|
Fairfield, Bush & Co.
Darien, CT |
Nov 12, 2024 Q3 2024 |
2,584
shares
|
$795,122
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
2,579
shares
|
$793,584
0.39% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
2,575
shares
|
$792,353
0.1% of portfolio
|
Q3 2024
Added 3.75%
|