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 |
|---|---|---|---|---|---|
|
Planning Center, Inc.
|
Nov 12, 2024 Q3 2024 |
1,755
shares
|
$540,031
0.08% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
1,751
shares
|
$538,800
0.24% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Ellenbecker Investment Group
|
Oct 17, 2024 Q3 2024 |
1,750
shares
|
$538,492
0.09% of portfolio
|
Q3 2024
Reduced 24.08%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
1,749
shares
|
$538,184
0.01% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
1,745
shares
|
$536,953
0.22% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
1,743
shares
|
$536,338
0.41% of portfolio
|
Q3 2022
Reduced 0.63%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
1,743
shares
|
$536,338
0.19% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,731
shares
|
$532,646
0.05% of portfolio
|
Q3 2024
Reduced 67.33%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
1,731
shares
|
$532,646
0.2% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
1,727
shares
|
$531,415
0.16% of portfolio
|
Q2 2024
Reduced 68.11%
|
|
|
M. Kraus & CO
|
Oct 11, 2024 Q3 2024 |
1,720
shares
|
$529,261
0.15% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
1,719
shares
|
$528,953
0.28% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
1,716
shares
|
$528,030
0.08% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
1,711
shares
|
$526,491
0.31% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Aspireon Wealth Advisors
|
May 22, 2023 Q1 2023 |
1,701
shares
|
$523,414
0.21% of portfolio
|
Q4 2022
Reduced 0.23%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Oct 18, 2024 Q3 2024 |
1,700
shares
|
$523,106
0.03% of portfolio
|
Q4 2023
Reduced 17.76%
|
|
|
Menora Mivtachim Holdings Ltd.
|
Nov 14, 2024 Q3 2024 |
1,700
shares
|
$523,106
0.0% of portfolio
|
Q1 2024
Reduced 78.01%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
1,699
shares
|
$522,799
0.17% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Contravisory Investment Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,697
shares
|
$522,183
0.1% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
1,696
shares
|
$521,876
0.06% of portfolio
|
Q3 2022
Added 28.0%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
1,696
shares
|
$521,876
0.19% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
1,693
shares
|
$520,953
0.37% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Hofer & Associates. Inc
Thousand Oaks, CA |
Oct 21, 2024 Q3 2024 |
1,693
shares
|
$520,953
0.32% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,691
shares
|
$520,337
0.06% of portfolio
|
Q3 2024
Added 13.11%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
1,679
shares
|
$516,645
0.12% of portfolio
|
Q2 2023
Reduced 2.1%
|