Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,189 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 $420 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Enzi Wealth
Austin, TX |
Oct 15, 2024 Q3 2024 |
737
shares
|
$207,745
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
736
shares
|
$207,463
0.17% of portfolio
|
Q2 2024
Reduced 7.3%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 03, 2024 Q1 2024 |
731
shares
|
$206,054
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Wheelhouse Advisory Group LLC
St. Louis, MO |
Oct 29, 2024 Q3 2024 |
730
shares
|
$205,772
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Oct 24, 2024 Q3 2024 |
729
shares
|
$205,490
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Oct 15, 2024 Q3 2024 |
724
shares
|
$204,081
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Rational Advisors LLC
Huntington, NY |
Jul 25, 2024 Q2 2024 |
723
shares
|
$203,799
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
University Of Texas
|
Sep 17, 2024 Q2 2024 |
716
shares
|
$201,826
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
712
shares
|
$200,698
0.47% of portfolio
|
Q2 2022
Reduced 38.67%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
708
shares
|
$199,571
0.07% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
704
shares
|
$198,443
0.02% of portfolio
|
Q2 2024
Reduced 24.54%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
700
shares
|
$197,316
0.08% of portfolio
|
Q3 2023
Added 40.0%
|
|
|
Clean Yield Group
|
Oct 07, 2024 Q3 2024 |
679
shares
|
$191,396
0.06% of portfolio
|
Q3 2024
Added 25.28%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Aug 13, 2024 Q2 2024 |
675
shares
|
$190,269
0.09% of portfolio
|
Q2 2024
Reduced 1.89%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
672
shares
|
$189,423
0.11% of portfolio
|
Q2 2024
Reduced 84.17%
|
|
|
Rowland & CO Investment Counsel
Atlanta, GA |
Oct 23, 2024 Q3 2024 |
664
shares
|
$187,168
0.04% of portfolio
|
Q3 2024
Reduced 21.42%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
663
shares
|
$186,886
0.11% of portfolio
|
Q1 2024
Reduced 4.33%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Aug 12, 2024 Q2 2024 |
661
shares
|
$186,322
0.09% of portfolio
|
Q2 2024
Reduced 5.84%
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
656
shares
|
$184,913
0.24% of portfolio
|
Q3 2023
Reduced 0.3%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
654
shares
|
$184,349
0.09% of portfolio
|
Q3 2024
Reduced 26.68%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
652
shares
|
$183,785
0.04% of portfolio
|
Q2 2024
Reduced 1.21%
|
|
|
Widmann Financial Services, Inc.
|
Aug 14, 2024 Q2 2024 |
633
shares
|
$178,430
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 14, 2024 Q2 2024 |
622
shares
|
$175,329
0.15% of portfolio
|
Q2 2024
Reduced 34.18%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
619
shares
|
$174,483
0.1% of portfolio
|
Q3 2024
Reduced 15.78%
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
610
shares
|
$171,946
0.08% of portfolio
|
Q4 2021
Added 96.77%
|