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 |
|---|---|---|---|---|---|
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
Aug 08, 2025 Q2 2025 |
1,223
shares
|
$423,402
0.24% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 24, 2025 Q2 2025 |
1,217
shares
|
$421,325
0.91% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Mbm Wealth Consultants, LLC
Chesterfield, MO |
Aug 13, 2025 Q2 2025 |
1,214
shares
|
$420,286
0.12% of portfolio
|
Q1 2025
Reduced 15.34%
|
|
|
Jackson Thornton Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
1,212
shares
|
$419,594
0.05% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
1,212
shares
|
$419,594
0.04% of portfolio
|
Q2 2024
Added 41.75%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
1,212
shares
|
$419,594
0.06% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
1,211
shares
|
$419,248
0.2% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Syverson Strege & CO
West Des Moines, IA |
Aug 04, 2025 Q2 2025 |
1,211
shares
|
$419,248
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
1,209
shares
|
$418,555
0.19% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Keb Asset Management, LLC
Springfield, IL |
Jul 21, 2025 Q2 2025 |
1,209
shares
|
$418,555
0.12% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Jul 24, 2025 Q2 2025 |
1,207
shares
|
$417,863
0.17% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Legacy Solutions, LLC
Kennett Square, PA |
Jul 15, 2025 Q2 2025 |
1,205
shares
|
$417,171
0.41% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Aimz Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,204
shares
|
$416,824
0.14% of portfolio
|
Q1 2025
Added 10.05%
|
|
|
Carter Financial Group, Inc.
Barrington, IL |
Aug 22, 2025 Q2 2025 |
1,203
shares
|
$416,478
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,200
shares
|
$415,440
0.14% of portfolio
|
Q3 2021
Reduced 6.25%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
1,200
shares
|
$415,440
0.39% of portfolio
|
Q4 2023
Reduced 10.31%
|
|
|
Momentous Wealth Management, Inc.
Vancouver, WA |
Aug 13, 2025 Q2 2025 |
1,198
shares
|
$414,747
0.27% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,195
shares
|
$413,709
0.01% of portfolio
|
Q2 2025
Reduced 39.52%
|
|
|
Burr Financial Services, LLC
Pleasant Hill, CA |
Jul 09, 2025 Q2 2025 |
1,195
shares
|
$413,709
0.36% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Youngs Advisory Group, Inc.
|
Jul 16, 2025 Q2 2025 |
1,194
shares
|
$413,362
0.16% of portfolio
|
Q2 2025
Reduced 16.09%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
1,194
shares
|
$413,362
0.17% of portfolio
|
Q2 2025
Added 771.53%
|
|
|
Reynolds Investment Management, Inc.
|
Jul 27, 2022 Q2 2022 |
1,193
shares
|
$413,016
0.08% of portfolio
|
Q2 2022
Added 0.08%
|
|
|
Life Steps Financial, Inc.
|
Jul 23, 2025 Q2 2025 |
1,190
shares
|
$411,978
0.29% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
O'Rourke & Company, Inc
Boston, MA |
Jul 18, 2025 Q2 2025 |
1,189
shares
|
$411,631
0.2% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Texas Capital Bancshares Inc
|
Aug 13, 2025 Q2 2025 |
1,187
shares
|
$410,939
0.15% of portfolio
|
Q2 2025
Added 0.08%
|