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 |
|---|---|---|---|---|---|
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
Oct 03, 2024 Q3 2024 |
1,677
shares
|
$516,029
0.07% of portfolio
|
Q3 2024
Added 21.35%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Nov 04, 2024 Q3 2024 |
1,674
shares
|
$515,106
0.37% of portfolio
|
Q4 2022
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,672
shares
|
$514,491
0.19% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
1,666
shares
|
$512,644
0.17% of portfolio
|
Q1 2024
Added 29.05%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
1,665
shares
|
$512,337
0.05% of portfolio
|
Q3 2024
Added 21.8%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,665
shares
|
$512,337
0.09% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
1,665
shares
|
$512,337
0.06% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
1,664
shares
|
$512,029
0.24% of portfolio
|
Q3 2024
Reduced 76.66%
|
|
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
Jan 07, 2025 Q4 2024 |
1,658
shares
|
$510,183
0.37% of portfolio
|
Q4 2024
Added 1558.0%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Oct 15, 2024 Q3 2024 |
1,658
shares
|
$510,183
0.44% of portfolio
|
Q3 2024
Added 30.14%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,656
shares
|
$509,567
0.13% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
1,656
shares
|
$509,567
0.13% of portfolio
|
Q3 2024
Added 3.18%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
1,652
shares
|
$508,336
0.04% of portfolio
|
Q2 2024
Added 4.42%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
1,650
shares
|
$507,721
0.3% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Pullen Investment Management, LLC
Bradenton, FL |
Oct 24, 2024 Q3 2024 |
1,650
shares
|
$507,721
0.33% of portfolio
|
Q3 2024
Added 1.79%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
1,648
shares
|
$507,106
0.21% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
1,642
shares
|
$505,259
0.24% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
1,640
shares
|
$504,644
0.32% of portfolio
|
Q3 2024
Reduced 8.58%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,639
shares
|
$504,336
0.6% of portfolio
|
Q3 2023
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
1,636
shares
|
$503,413
0.12% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Consilio Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
1,630
shares
|
$501,567
0.18% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,627
shares
|
$500,644
0.08% of portfolio
|
Q3 2024
Added 17.39%
|
|
|
Nova R Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
1,626
shares
|
$500,336
0.23% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
1,625
shares
|
$500,028
0.07% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
1,622
shares
|
$499,105
0.1% of portfolio
|
Q3 2024
Reduced 2.99%
|