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 |
---|---|---|---|---|---|
Disciplined Investors, L.L.C.
Waco, TX |
Aug 06, 2025 Q2 2025 |
1,693
shares
|
$586,116
0.47% of portfolio
|
Q1 2025
Added 0.06%
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
1,690
shares
|
$585,078
0.3% of portfolio
|
Q2 2025
Added 0.54%
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 25, 2025 Q2 2025 |
1,690
shares
|
$585,078
0.25% of portfolio
|
Q2 2025
Added 0.48%
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
1,689
shares
|
$584,731
0.29% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
Cairn Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
1,682
shares
|
$582,308
0.31% of portfolio
|
Q2 2025
Reduced 10.63%
|
|
Trail Ridge Investment Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,677
shares
|
$580,577
0.3% of portfolio
|
Q2 2025
Reduced 4.99%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 14, 2025 Q2 2025 |
1,674
shares
|
$579,538
0.44% of portfolio
|
Q4 2022
New holding
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
1,672
shares
|
$578,846
0.48% of portfolio
|
Q2 2025
Reduced 3.91%
|
|
Aj Advisors, LLC
Nashville, TN |
Aug 08, 2025 Q2 2025 |
1,671
shares
|
$578,500
0.26% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Aug 06, 2025 Q2 2025 |
1,671
shares
|
$578,500
0.18% of portfolio
|
Q2 2025
Reduced 3.24%
|
|
M. Kraus & CO
|
Jul 24, 2025 Q2 2025 |
1,668
shares
|
$577,461
0.19% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
Spectrum Planning & Advisory Services Inc.
|
Jul 15, 2025 Q2 2025 |
1,667
shares
|
$577,115
0.44% of portfolio
|
Q2 2025
Added 168.87%
|
|
Parthenon LLC
|
Jul 29, 2025 Q2 2025 |
1,663
shares
|
$575,730
0.07% of portfolio
|
Q2 2025
Added 2.84%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
1,663
shares
|
$575,730
0.07% of portfolio
|
Q1 2025
Added 1.59%
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
1,658
shares
|
$573,999
0.12% of portfolio
|
Q2 2025
Added 4.08%
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Jul 30, 2025 Q2 2025 |
1,657
shares
|
$573,653
0.45% of portfolio
|
Q2 2025
Added 7.88%
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
1,656
shares
|
$573,307
0.07% of portfolio
|
Q2 2025
Added 6.7%
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
1,654
shares
|
$572,614
0.05% of portfolio
|
Q1 2025
Added 0.06%
|
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
Jul 24, 2025 Q2 2025 |
1,646
shares
|
$569,845
0.13% of portfolio
|
Q2 2025
Added 7.86%
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 23, 2025 Q2 2025 |
1,646
shares
|
$569,845
0.27% of portfolio
|
Q2 2025
Added 15.35%
|
|
Nova R Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
1,645
shares
|
$569,499
0.29% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,641
shares
|
$568,114
0.05% of portfolio
|
Q2 2025
Reduced 4.59%
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,639
shares
|
$567,421
0.6% of portfolio
|
Q3 2023
New holding
|
|
Mfa Wealth Services
Thousand Oaks, CA |
Jul 23, 2025 Q2 2025 |
1,630
shares
|
$564,306
0.43% of portfolio
|
Q2 2025
Reduced 2.98%
|
|
Cherrydale Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
1,627
shares
|
$563,267
0.2% of portfolio
|
Q2 2025
Added 7.04%
|