Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,777 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 $527 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jfg Wealth Management, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
1,018
shares
|
$356,809
0.08% of portfolio
|
Q1 2025
Reduced 29.84%
|
|
|
Client First Investment Management LLC
West Bend, WI |
Jul 09, 2025 Q2 2025 |
1,015
shares
|
$355,757
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Fmfe Wealth Management, LLC
Syracuse, NY |
Aug 13, 2024 Q2 2024 |
1,015
shares
|
$355,757
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
May 12, 2025 Q1 2025 |
1,015
shares
|
$355,757
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Landaas & CO
Milwaukee, WI |
May 02, 2025 Q1 2025 |
1,014
shares
|
$355,407
0.1% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
1,012
shares
|
$354,706
0.13% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
May 07, 2025 Q1 2025 |
1,012
shares
|
$354,706
0.09% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
May 02, 2025 Q1 2025 |
1,011
shares
|
$354,355
0.09% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Bender Robert & Associates
|
Apr 18, 2025 Q1 2025 |
1,009
shares
|
$353,654
0.09% of portfolio
|
Q4 2024
Added 12.86%
|
|
|
21 West Wealth Management LLC
Tustin, CA |
Jul 08, 2025 Q2 2025 |
1,005
shares
|
$352,252
0.36% of portfolio
|
Q2 2025
New holding
|
|
|
Sara Bay Financial
|
Apr 11, 2025 Q1 2025 |
1,003
shares
|
$351,551
0.15% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
1,003
shares
|
$351,551
0.04% of portfolio
|
Q1 2025
Reduced 18.19%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
1,001
shares
|
$350,850
0.23% of portfolio
|
Q1 2025
Added 28.99%
|
|
|
Merrion Investment Management Co, LLC
|
Apr 21, 2025 Q1 2025 |
1,000
shares
|
$350,500
0.26% of portfolio
|
Q4 2022
Reduced 50.0%
|
|
|
Menora Mivtachim Holdings Ltd.
|
May 13, 2025 Q1 2025 |
1,000
shares
|
$350,500
0.0% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Arch Point Investors
Coral Gables, FL |
May 15, 2025 Q1 2025 |
1,000
shares
|
$350,500
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
999
shares
|
$350,149
0.18% of portfolio
|
Q4 2022
New holding
|
|
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
May 06, 2025 Q1 2025 |
999
shares
|
$350,149
0.22% of portfolio
|
Q1 2025
Added 1.83%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
998
shares
|
$349,799
0.06% of portfolio
|
Q1 2025
Reduced 82.47%
|
|
|
Hilltop Wealth Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
995
shares
|
$348,747
0.2% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
995
shares
|
$348,747
0.12% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Founders Capital Management, LLC
|
Jul 14, 2025 Q2 2025 |
995
shares
|
$348,747
0.06% of portfolio
|
Q3 2024
Reduced 24.85%
|
|
|
Defined Financial Planning LLC
San Rafael, CA |
Apr 15, 2025 Q1 2025 |
994
shares
|
$348,397
0.35% of portfolio
|
Q1 2025
Reduced 32.84%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
993
shares
|
$348,046
0.19% of portfolio
|
Q3 2023
Reduced 2.07%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
993
shares
|
$348,046
0.07% of portfolio
|
Q3 2023
Reduced 37.66%
|