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 |
|---|---|---|---|---|---|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
1,530
shares
|
$470,796
0.07% of portfolio
|
Q3 2024
Reduced 14.04%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
1,530
shares
|
$470,796
0.13% of portfolio
|
Q2 2024
New holding
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
1,530
shares
|
$470,796
0.12% of portfolio
|
Q3 2024
Added 14.09%
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
1,523
shares
|
$468,642
0.17% of portfolio
|
Q3 2024
Added 11.01%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
1,523
shares
|
$468,642
0.06% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Milestone Advisory Partners
|
Nov 08, 2023 Q3 2023 |
1,514
shares
|
$465,872
0.29% of portfolio
|
Q1 2022
Added 8.14%
|
|
|
Klr Investment Advisors, LLC
Providence, RI |
Apr 23, 2024 Q1 2024 |
1,514
shares
|
$465,872
0.3% of portfolio
|
Q4 2023
Added 12.07%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
1,513
shares
|
$465,565
0.11% of portfolio
|
Q3 2024
Added 88.89%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
1,512
shares
|
$465,257
0.06% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Abacus Planning Group, Inc.
|
Oct 02, 2024 Q3 2024 |
1,508
shares
|
$464,026
0.08% of portfolio
|
Q3 2024
Added 29.0%
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
1,507
shares
|
$463,718
0.25% of portfolio
|
Q3 2024
Reduced 59.31%
|
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
1,506
shares
|
$463,411
0.07% of portfolio
|
Q3 2024
Reduced 24.28%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,504
shares
|
$462,795
0.1% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,500
shares
|
$461,564
0.03% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Echo45 Advisors LLC
|
Oct 25, 2024 Q3 2024 |
1,500
shares
|
$461,564
0.29% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Oct 08, 2024 Q3 2024 |
1,499
shares
|
$461,257
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Seldon Capital LP
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
1,496
shares
|
$460,334
0.33% of portfolio
|
Q4 2021
New holding
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
1,494
shares
|
$459,718
0.21% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,493
shares
|
$459,411
0.07% of portfolio
|
Q3 2022
Reduced 3.99%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,493
shares
|
$459,411
0.31% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
1,488
shares
|
$457,872
0.73% of portfolio
|
Q3 2024
Reduced 5.76%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,487
shares
|
$457,564
0.22% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
1,478
shares
|
$454,795
0.15% of portfolio
|
Q3 2024
Reduced 17.8%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
1,477
shares
|
$454,487
0.27% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Oct 11, 2024 Q3 2024 |
1,475
shares
|
$453,872
0.2% of portfolio
|
Q3 2024
Added 28.37%
|