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 |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 28, 2024 Q3 2024 |
1,425
shares
|
$438,486
0.18% of portfolio
|
Q1 2023
Added 1.79%
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
1,424
shares
|
$438,179
0.04% of portfolio
|
Q3 2024
Reduced 73.18%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
1,423
shares
|
$437,871
0.33% of portfolio
|
Q3 2024
Added 64.51%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
1,421
shares
|
$437,255
0.12% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
1,420
shares
|
$436,948
0.02% of portfolio
|
Q4 2023
Reduced 36.04%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
1,417
shares
|
$436,025
0.21% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
Oct 09, 2024 Q3 2024 |
1,416
shares
|
$435,717
0.27% of portfolio
|
Q3 2024
Reduced 1.12%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
1,412
shares
|
$434,486
0.08% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,411
shares
|
$434,178
0.1% of portfolio
|
Q3 2024
Added 13.61%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
1,409
shares
|
$433,563
0.03% of portfolio
|
Q3 2024
Reduced 8.33%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Oct 28, 2024 Q3 2024 |
1,409
shares
|
$433,563
0.2% of portfolio
|
Q3 2024
Added 17.32%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,406
shares
|
$432,640
0.04% of portfolio
|
Q3 2024
Reduced 3.43%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Oct 07, 2024 Q3 2024 |
1,406
shares
|
$432,640
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Martin Investment Management, LLC
Palm Beach Gardens, FL |
Oct 30, 2024 Q3 2024 |
1,400
shares
|
$430,794
0.09% of portfolio
|
Q3 2023
Reduced 1.13%
|
|
|
Westshore Wealth, LLC
|
Nov 12, 2024 Q3 2024 |
1,399
shares
|
$430,486
0.16% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
1,395
shares
|
$429,255
0.11% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Falcon Wealth Planning
|
Oct 30, 2024 Q3 2024 |
1,393
shares
|
$428,640
0.05% of portfolio
|
Q3 2024
Added 5.69%
|
|
|
Erts Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,393
shares
|
$428,640
0.07% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Nov 14, 2024 Q3 2024 |
1,392
shares
|
$428,332
0.32% of portfolio
|
Q3 2024
Added 123.79%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
1,389
shares
|
$427,409
0.01% of portfolio
|
Q3 2024
Reduced 99.05%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
1,389
shares
|
$427,409
0.06% of portfolio
|
Q1 2023
Reduced 1.77%
|
|
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
Oct 23, 2024 Q3 2024 |
1,388
shares
|
$427,101
0.09% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,387
shares
|
$426,793
0.19% of portfolio
|
Q3 2024
Reduced 1.0%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Nov 12, 2024 Q3 2024 |
1,386
shares
|
$426,486
0.27% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Elite Life Management LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
1,385
shares
|
$426,178
1.24% of portfolio
|
Q3 2024
Added 2.59%
|