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 |
|---|---|---|---|---|---|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
2,225
shares
|
$780,841
0.12% of portfolio
|
Q1 2023
Added 90.99%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
2,222
shares
|
$779,788
0.16% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Charter Capital Management, Llc\De
Brookfield, WI |
Jul 15, 2025 Q2 2025 |
2,221
shares
|
$779,437
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
2,210
shares
|
$775,577
0.26% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
2,209
shares
|
$775,226
0.06% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
2,208
shares
|
$774,875
0.31% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 11, 2025 Q2 2025 |
2,208
shares
|
$774,875
0.01% of portfolio
|
Q2 2025
Reduced 60.6%
|
|
|
Veery Capital, LLC
|
Jul 07, 2025 Q2 2025 |
2,206
shares
|
$774,173
0.27% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
High Pines Wealth Management, LLC
Duxbury, MA |
Jan 12, 2024 Q4 2023 |
2,206
shares
|
$774,173
0.88% of portfolio
|
Q4 2023
Added 17.65%
|
|
|
Charles Schwab Trust CO
|
Jul 16, 2025 Q2 2025 |
2,201
shares
|
$772,418
0.06% of portfolio
|
Q2 2025
Reduced 45.44%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
2,201
shares
|
$772,418
0.29% of portfolio
|
Q2 2025
Reduced 6.06%
|
|
|
Birinyi Associates Inc
|
May 05, 2025 Q1 2025 |
2,200
shares
|
$772,068
0.25% of portfolio
|
Q4 2023
Reduced 2.22%
|
|
|
Aristotle Capital Management, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
2,200
shares
|
$772,068
0.0% of portfolio
|
Q3 2022
Reduced 2.44%
|
|
|
Palladiem, LLC
|
Dec 08, 2023 Q3 2023 |
2,192
shares
|
$769,260
0.57% of portfolio
|
Q3 2022
Reduced 0.68%
|
|
|
Fure Financial Corp
Bloomington, MN |
Nov 09, 2022 Q3 2022 |
2,192
shares
|
$769,260
0.32% of portfolio
|
Q1 2022
New holding
|
|
|
Merlin Capital LLC
|
May 13, 2024 Q1 2024 |
2,190
shares
|
$768,558
1.9% of portfolio
|
Q1 2024
Added 1.11%
|
|
|
Yelin Lapidot Holdings Management Ltd.
Tel Aviv, L3 |
Apr 28, 2025 Q1 2025 |
2,187
shares
|
$767,505
0.15% of portfolio
|
Q3 2023
New holding
|
|
|
Bourgeon Capital Management LLC
|
Jul 18, 2025 Q2 2025 |
2,186
shares
|
$767,154
0.16% of portfolio
|
Q2 2025
Reduced 36.44%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
2,182
shares
|
$765,751
0.3% of portfolio
|
Q2 2025
Added 20.02%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,178
shares
|
$764,347
0.05% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
2,178
shares
|
$764,347
0.34% of portfolio
|
Q2 2025
Added 178.52%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 09, 2025 Q2 2025 |
2,176
shares
|
$763,645
0.28% of portfolio
|
Q2 2025
Added 1.26%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
2,168
shares
|
$760,837
0.22% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,163
shares
|
$759,083
0.08% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 10, 2025 Q2 2025 |
2,163
shares
|
$759,083
0.09% of portfolio
|
Q2 2025
Added 2.37%
|