Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,789 institutions that hold shares in the stock, with a total of 1.46 Billion shares, which have been reported (via 13F filing form) to have a value of $512 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Values Added Financial LLC
Washington, DC |
Apr 28, 2025 Q1 2025 |
2,458
shares
|
$864,871
0.48% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,450
shares
|
$862,057
0.09% of portfolio
|
Q2 2025
Added 171.32%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
2,450
shares
|
$862,057
0.27% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
May 13, 2025 Q1 2025 |
2,450
shares
|
$862,057
0.69% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
2,447
shares
|
$861,001
0.18% of portfolio
|
Q1 2025
Added 4.62%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
2,445
shares
|
$860,297
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,444
shares
|
$859,945
0.03% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
2,444
shares
|
$859,945
0.44% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
2,441
shares
|
$858,890
0.07% of portfolio
|
Q2 2025
Reduced 28.02%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Apr 23, 2025 Q1 2025 |
2,441
shares
|
$858,890
0.21% of portfolio
|
Q1 2025
Added 19.31%
|
|
|
Tandem Capital Management Corp
|
Apr 22, 2025 Q1 2025 |
2,437
shares
|
$857,482
0.53% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Sage Private Wealth Group, LLC
|
May 02, 2025 Q1 2025 |
2,431
shares
|
$855,371
0.64% of portfolio
|
Q1 2025
Added 2.57%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
2,429
shares
|
$854,667
0.27% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Jun 27, 2025 Q1 2025 |
2,428
shares
|
$854,316
0.59% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Consilium Wealth Advisory, LLC
|
Jul 21, 2025 Q2 2025 |
2,427
shares
|
$853,964
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
2,425
shares
|
$853,260
0.13% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Michels Family Financial, LLC
Fort Worth, TX |
Jul 16, 2025 Q2 2025 |
2,425
shares
|
$853,260
0.73% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
2,422
shares
|
$852,204
0.69% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Apr 17, 2025 Q1 2025 |
2,420
shares
|
$851,501
0.12% of portfolio
|
Q1 2025
Added 9.6%
|
|
|
Capital Management Associates, Inc
Minneapolis, MN |
Apr 29, 2025 Q1 2025 |
2,418
shares
|
$850,797
0.19% of portfolio
|
Q1 2025
Added 93.75%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
2,414
shares
|
$849,390
0.22% of portfolio
|
Q1 2025
Reduced 16.87%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Apr 15, 2025 Q1 2025 |
2,413
shares
|
$849,038
0.57% of portfolio
|
Q1 2025
Added 4.5%
|
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,410
shares
|
$847,982
0.07% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
2,403
shares
|
$845,519
0.07% of portfolio
|
Q1 2025
Added 13.24%
|
|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
2,399
shares
|
$844,112
0.18% of portfolio
|
Q4 2023
Added 4.9%
|