Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,249 institutions that hold shares in the stock, with a total of 1.45 Billion shares, which have been reported (via 13F filing form) to have a value of $457 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
551
shares
|
$173,735
0.07% of portfolio
|
Q3 2024
Reduced 16.77%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
546
shares
|
$172,159
0.05% of portfolio
|
Q2 2022
Reduced 10.78%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
545
shares
|
$171,843
0.05% of portfolio
|
Q3 2024
Added 32.28%
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
535
shares
|
$168,690
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
529
shares
|
$166,798
0.02% of portfolio
|
Q2 2023
Reduced 3.64%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
528
shares
|
$166,483
0.11% of portfolio
|
Q4 2023
Added 1.93%
|
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Oct 29, 2024 Q3 2024 |
513
shares
|
$161,754
0.07% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
495
shares
|
$156,078
0.04% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
483
shares
|
$152,294
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Oct 15, 2024 Q3 2024 |
478
shares
|
$150,718
0.06% of portfolio
|
Q1 2024
Added 1.7%
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
469
shares
|
$147,880
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
467
shares
|
$147,249
0.05% of portfolio
|
Q2 2024
Reduced 19.06%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 02, 2024 Q3 2024 |
466
shares
|
$146,934
0.06% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
466
shares
|
$146,934
0.07% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Nov 14, 2024 Q3 2024 |
454
shares
|
$143,150
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
452
shares
|
$142,520
0.03% of portfolio
|
Q2 2024
Added 606.25%
|
|
|
Tacita Capital Inc
Toronto, A6 |
Nov 04, 2024 Q3 2024 |
445
shares
|
$140,312
0.09% of portfolio
|
Q4 2023
Added 28.99%
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
440
shares
|
$138,736
0.03% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
439
shares
|
$138,421
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
437
shares
|
$137,790
0.19% of portfolio
|
Q3 2022
Reduced 9.71%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
436
shares
|
$137,475
0.05% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
435
shares
|
$137,159
0.05% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
430
shares
|
$135,583
0.03% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
428
shares
|
$134,952
0.0% of portfolio
|
Q3 2024
Reduced 59.2%
|
|
|
Tradewinds Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
424
shares
|
$133,691
0.03% of portfolio
|
Q3 2024
Added 1.19%
|