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 |
|---|---|---|---|---|---|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
1,827
shares
|
$562,186
0.05% of portfolio
|
Q3 2024
Added 50.62%
|
|
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
Nov 14, 2024 Q3 2024 |
1,825
shares
|
$561,570
0.52% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
1,820
shares
|
$560,032
0.13% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
1,817
shares
|
$559,109
0.35% of portfolio
|
Q2 2024
Added 1.91%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
Nov 12, 2024 Q3 2024 |
1,816
shares
|
$558,801
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,815
shares
|
$558,493
0.27% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
1,812
shares
|
$557,570
0.11% of portfolio
|
Q3 2024
Reduced 93.86%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
1,811
shares
|
$557,262
0.04% of portfolio
|
Q2 2024
Reduced 0.98%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
1,807
shares
|
$556,031
0.07% of portfolio
|
Q2 2024
Reduced 2.69%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
1,803
shares
|
$554,801
0.05% of portfolio
|
Q4 2023
Reduced 3.58%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
1,797
shares
|
$552,954
0.27% of portfolio
|
Q3 2024
Reduced 20.17%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
1,797
shares
|
$552,954
0.38% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
1,794
shares
|
$552,031
0.43% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
1,791
shares
|
$551,108
0.23% of portfolio
|
Q3 2024
Reduced 77.05%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,786
shares
|
$549,570
0.02% of portfolio
|
Q3 2024
Added 17.73%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,782
shares
|
$548,339
0.14% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
1,781
shares
|
$548,031
0.09% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
1,778
shares
|
$547,108
0.15% of portfolio
|
Q3 2024
Reduced 19.95%
|
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
1,776
shares
|
$546,492
0.15% of portfolio
|
Q4 2023
Added 27.68%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
1,775
shares
|
$546,185
0.36% of portfolio
|
Q4 2023
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
1,774
shares
|
$545,877
0.08% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Wealthquest Corp
Cincinnati, OH |
Nov 21, 2024 Q3 2024 |
1,758
shares
|
$540,954
0.05% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Domani Wealth, LLC
|
Apr 18, 2023 Q1 2023 |
1,756
shares
|
$540,338
0.09% of portfolio
|
Q1 2023
Added 1.56%
|
|
|
Swarthmore Group Inc
|
Jul 20, 2022 Q2 2022 |
1,756
shares
|
$540,338
0.14% of portfolio
|
Q2 2022
Reduced 94.03%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
1,756
shares
|
$540,338
0.3% of portfolio
|
Q4 2024
Reduced 1.84%
|