Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,194 institutions that hold shares in the stock, with a total of 1.48 Billion shares, which have been reported (via 13F filing form) to have a value of $417 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Taylor & Morgan Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
798
shares
|
$224,940
0.15% of portfolio
|
Q3 2024
Reduced 6.56%
|
|
|
Fruth Investment Management
|
Oct 11, 2024 Q3 2024 |
798
shares
|
$224,940
0.06% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
Oct 23, 2024 Q3 2024 |
798
shares
|
$224,940
0.11% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 14, 2024 Q2 2024 |
797
shares
|
$224,658
0.04% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 04, 2024 Q3 2024 |
797
shares
|
$224,658
0.03% of portfolio
|
Q2 2024
Added 10.24%
|
|
|
First National Bank & Trust CO Of Newtown
|
Jul 23, 2024 Q2 2024 |
796
shares
|
$224,376
0.04% of portfolio
|
Q2 2024
Reduced 23.9%
|
|
|
International Private Wealth Advisors LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
796
shares
|
$224,376
0.35% of portfolio
|
Q2 2024
Reduced 5.69%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2024 Q2 2024 |
795
shares
|
$224,094
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Beta Wealth Group, Inc.
|
Aug 12, 2024 Q2 2024 |
794
shares
|
$223,812
0.11% of portfolio
|
Q2 2024
Added 8.77%
|
|
|
Total Investment Management Inc
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
794
shares
|
$223,812
0.03% of portfolio
|
Q2 2024
Added 8.47%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
791
shares
|
$222,967
0.04% of portfolio
|
Q2 2024
Added 1.15%
|
|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
789
shares
|
$222,403
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Hms Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
788
shares
|
$222,121
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Power Wealth Management LLC
Roswell, GA |
Aug 13, 2024 Q2 2024 |
788
shares
|
$222,121
0.1% of portfolio
|
Q2 2024
Added 2.47%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
786
shares
|
$221,557
0.2% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
|
Invictus Private Wealth, LLC
Denver, CO |
Aug 02, 2024 Q2 2024 |
785
shares
|
$221,275
0.02% of portfolio
|
Q2 2024
Reduced 12.87%
|
|
|
Jackson Thornton Asset Management, LLC
|
Aug 14, 2024 Q2 2024 |
784
shares
|
$220,993
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Planning LLC
|
Oct 16, 2024 Q3 2024 |
783
shares
|
$220,712
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
782
shares
|
$220,430
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
First Community Trust Na
|
Oct 02, 2024 Q3 2024 |
781
shares
|
$220,148
0.18% of portfolio
|
Q2 2024
Added 20.15%
|
|
|
Humankind Investments LLC
|
Aug 12, 2024 Q2 2024 |
780
shares
|
$219,866
0.06% of portfolio
|
Q2 2024
Reduced 41.13%
|
|
|
Apricus Wealth, LLC
Beaufort, SC |
Oct 23, 2024 Q3 2024 |
779
shares
|
$219,584
0.14% of portfolio
|
Q2 2024
Reduced 1.77%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Oct 09, 2024 Q3 2024 |
779
shares
|
$219,584
0.06% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Rpg Investment Advisory, LLC
|
Aug 07, 2024 Q2 2024 |
777
shares
|
$219,020
0.03% of portfolio
|
Q2 2024
Reduced 9.12%
|
|
|
Asset Advisors Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
777
shares
|
$219,020
0.02% of portfolio
|
Q2 2024
Added 6.88%
|