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 $510 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
1,573
shares
|
$550,251
0.12% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Frederick Financial Consultants, LLC
Frederick, MD |
May 02, 2025 Q1 2025 |
1,573
shares
|
$550,251
0.4% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Fortis Advisors, LLC
King Of Prussia, PA |
Apr 17, 2025 Q1 2025 |
1,570
shares
|
$549,201
0.43% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
1,570
shares
|
$549,201
0.21% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Clarity Wealth Development LLC
Corvallis, OR |
May 12, 2025 Q1 2025 |
1,569
shares
|
$548,851
0.6% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Walkner Condon Financial Advisors LLC
|
Apr 22, 2025 Q1 2025 |
1,568
shares
|
$548,502
0.11% of portfolio
|
Q1 2025
Added 10.5%
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
1,567
shares
|
$548,152
0.24% of portfolio
|
Q1 2025
Added 5.03%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,567
shares
|
$548,152
0.09% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
1,566
shares
|
$547,802
0.14% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Wealth Management Nebraska
Norfolk, NE |
May 15, 2025 Q1 2025 |
1,566
shares
|
$547,802
0.08% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
May 13, 2025 Q1 2025 |
1,562
shares
|
$546,403
0.01% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
Cannon Wealth Management Services, LLC
Winston Salem, NC |
May 08, 2025 Q1 2025 |
1,561
shares
|
$546,053
0.49% of portfolio
|
Q1 2025
Reduced 7.36%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
1,555
shares
|
$543,954
0.21% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
Jul 17, 2025 Q2 2025 |
1,554
shares
|
$543,604
0.31% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
1,554
shares
|
$543,604
0.52% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Defined Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
1,552
shares
|
$542,905
0.36% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,552
shares
|
$542,905
0.09% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Cipher Capital LP
New York, NY |
May 15, 2024 Q1 2024 |
1,551
shares
|
$542,555
0.2% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
1,550
shares
|
$542,205
0.09% of portfolio
|
Q1 2025
Reduced 4.85%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jul 08, 2025 Q2 2025 |
1,544
shares
|
$540,106
0.13% of portfolio
|
Q2 2025
Added 12.78%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
1,539
shares
|
$538,357
0.11% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
May 12, 2025 Q1 2025 |
1,536
shares
|
$537,308
0.45% of portfolio
|
Q1 2025
Added 16.28%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
1,535
shares
|
$536,958
0.19% of portfolio
|
Q1 2024
Reduced 57.41%
|
|
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
Jul 17, 2025 Q2 2025 |
1,535
shares
|
$536,958
0.12% of portfolio
|
Q2 2025
Added 12.37%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
1,532
shares
|
$535,908
0.19% of portfolio
|
Q1 2025
Reduced 0.97%
|