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 |
---|---|---|---|---|---|
Wealth Plan Investment Management, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
2,038
shares
|
$627,112
0.06% of portfolio
|
Q3 2024
Reduced 67.85%
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
2,034
shares
|
$625,882
0.25% of portfolio
|
Q2 2024
Added 103.6%
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
2,030
shares
|
$624,651
0.2% of portfolio
|
Q2 2024
Added 5.13%
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
2,026
shares
|
$623,420
0.1% of portfolio
|
Q2 2024
New holding
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
2,026
shares
|
$623,420
0.35% of portfolio
|
Q3 2024
Added 6.58%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
2,020
shares
|
$621,574
0.46% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
2,019
shares
|
$621,266
0.18% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
2,019
shares
|
$621,266
0.21% of portfolio
|
Q1 2024
Added 0.75%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
2,012
shares
|
$619,112
0.04% of portfolio
|
Q4 2023
Added 4.25%
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
2,009
shares
|
$618,189
0.02% of portfolio
|
Q3 2024
Added 7.78%
|
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
Oct 17, 2024 Q3 2024 |
2,006
shares
|
$617,266
0.44% of portfolio
|
Q3 2024
Reduced 73.68%
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Nov 12, 2024 Q3 2024 |
2,005
shares
|
$616,958
0.03% of portfolio
|
Q3 2024
Reduced 77.54%
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,005
shares
|
$616,958
0.05% of portfolio
|
Q3 2024
Reduced 29.23%
|
|
Worth Asset Management, LLC
|
Jan 08, 2025 Q4 2024 |
2,003
shares
|
$616,343
0.36% of portfolio
|
Q4 2024
Added 4.11%
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
2,003
shares
|
$616,343
0.05% of portfolio
|
Q3 2024
Reduced 18.18%
|
|
Verity & Verity, LLC
Beaufort, SC |
Nov 07, 2024 Q3 2024 |
2,003
shares
|
$616,343
0.05% of portfolio
|
Q2 2024
Added 27.01%
|
|
Freemont Management S.A.
|
Nov 05, 2024 Q3 2024 |
2,000
shares
|
$615,420
0.29% of portfolio
|
Q3 2024
Added 9.89%
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,999
shares
|
$615,112
0.12% of portfolio
|
Q3 2024
Added 1.06%
|
|
Epic Trust Investment Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,999
shares
|
$615,112
0.62% of portfolio
|
Q2 2024
Reduced 2.58%
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2024 Q3 2024 |
1,997
shares
|
$614,496
0.14% of portfolio
|
Q3 2024
Reduced 42.22%
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Oct 25, 2024 Q3 2024 |
1,995
shares
|
$613,881
0.39% of portfolio
|
Q2 2024
Reduced 10.82%
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
1,993
shares
|
$613,266
0.19% of portfolio
|
Q4 2022
New holding
|
|
Hamilton Capital, LLC
Columbus, OH |
Nov 15, 2024 Q3 2024 |
1,992
shares
|
$612,958
0.04% of portfolio
|
Q3 2024
Added 0.76%
|
|
Hixon Zuercher, LLC
|
Oct 30, 2024 Q3 2024 |
1,991
shares
|
$612,650
0.21% of portfolio
|
Q3 2024
Added 3.64%
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,990
shares
|
$612,342
0.21% of portfolio
|
Q3 2024
Reduced 14.22%
|