Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,900 institutions that hold shares in the stock, with a total of 1.47 Billion shares, which have been reported (via 13F filing form) to have a value of $509 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonoma Private Wealth LLC
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
2,497
shares
|
$864,461
1.09% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Facet Wealth, Inc.
|
Aug 01, 2025 Q2 2025 |
2,494
shares
|
$863,422
0.02% of portfolio
|
Q2 2025
Added 36.88%
|
|
|
Atlas Private Wealth Advisors
Matawan, NJ |
Aug 04, 2025 Q2 2025 |
2,492
shares
|
$862,730
0.12% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
2,491
shares
|
$862,384
0.53% of portfolio
|
Q2 2025
Reduced 3.6%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,489
shares
|
$861,691
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Jul 29, 2025 Q2 2025 |
2,485
shares
|
$860,307
0.57% of portfolio
|
Q2 2025
Added 2.22%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
2,483
shares
|
$859,614
0.95% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
2,482
shares
|
$859,268
0.17% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
2,479
shares
|
$858,229
0.14% of portfolio
|
Q2 2025
Reduced 9.62%
|
|
|
Volterra Technologies LP
New York, NY |
Aug 14, 2025 Q2 2025 |
2,472
shares
|
$855,806
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthedge Investment Advisors, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
2,467
shares
|
$854,075
0.37% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
2,462
shares
|
$852,344
0.12% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
2,461
shares
|
$851,998
0.13% of portfolio
|
Q2 2025
Added 1.48%
|
|
|
Heritage Financial Services, LLC
|
Jul 18, 2025 Q2 2025 |
2,450
shares
|
$848,190
0.09% of portfolio
|
Q2 2025
Added 171.32%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
2,450
shares
|
$848,190
0.23% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
Jul 23, 2025 Q2 2025 |
2,450
shares
|
$848,190
0.67% of portfolio
|
Q1 2025
Reduced 2.0%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
2,448
shares
|
$847,497
0.4% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jul 30, 2025 Q2 2025 |
2,447
shares
|
$847,151
0.55% of portfolio
|
Q2 2025
Reduced 1.69%
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,444
shares
|
$846,112
0.03% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
Hamilton Capital, LLC
Columbus, OH |
Aug 14, 2025 Q2 2025 |
2,444
shares
|
$846,112
0.05% of portfolio
|
Q2 2025
Added 7.52%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Aug 13, 2025 Q2 2025 |
2,442
shares
|
$845,420
0.65% of portfolio
|
Q2 2025
Added 93.66%
|
|
|
Mountain Pacific Investment Advisers Inc
|
Jul 18, 2025 Q2 2025 |
2,441
shares
|
$845,074
0.07% of portfolio
|
Q2 2025
Reduced 28.02%
|
|
|
Tandem Capital Management Corp
|
Jul 23, 2025 Q2 2025 |
2,437
shares
|
$843,689
0.49% of portfolio
|
Q4 2024
Reduced 8.79%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
2,437
shares
|
$843,689
0.08% of portfolio
|
Q2 2025
Reduced 49.89%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
2,434
shares
|
$842,650
0.41% of portfolio
|
Q2 2025
Added 1.76%
|