Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,673 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 $492 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Willis Johnson & Associates, Inc.
|
Feb 14, 2025 Q4 2024 |
940
shares
|
$314,683
0.02% of portfolio
|
Q4 2024
Reduced 33.29%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
939
shares
|
$314,349
0.06% of portfolio
|
Q2 2024
Added 0.86%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
939
shares
|
$314,349
0.13% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
938
shares
|
$314,014
0.06% of portfolio
|
Q4 2024
Added 23.58%
|
|
|
Power Wealth Management LLC
Roswell, GA |
Feb 13, 2025 Q4 2024 |
936
shares
|
$313,344
0.12% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
935
shares
|
$313,009
0.05% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Kera Capital Partners, Inc.
Sacramento, CA |
Jan 15, 2025 Q4 2024 |
935
shares
|
$313,009
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Affiance Financial, LLC
|
Jan 21, 2025 Q4 2024 |
931
shares
|
$311,670
0.07% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
930
shares
|
$311,336
0.68% of portfolio
|
Q1 2023
New holding
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Feb 07, 2025 Q4 2024 |
930
shares
|
$311,336
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
926
shares
|
$309,997
0.04% of portfolio
|
Q3 2024
Reduced 63.34%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
926
shares
|
$309,997
0.18% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Feb 14, 2025 Q4 2024 |
923
shares
|
$308,992
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Jan 13, 2025 Q4 2024 |
921
shares
|
$308,323
0.18% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Feb 13, 2025 Q4 2024 |
921
shares
|
$308,323
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
919
shares
|
$307,653
0.05% of portfolio
|
Q4 2024
Added 1.55%
|
|
|
Towerpoint Wealth, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
919
shares
|
$307,653
0.14% of portfolio
|
Q4 2024
Reduced 8.37%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
919
shares
|
$307,653
0.0% of portfolio
|
Q4 2024
Added 5.88%
|
|
|
Summit Wealth & Retirement Planning, Inc.
|
Jan 28, 2025 Q4 2024 |
918
shares
|
$307,318
0.09% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
918
shares
|
$307,318
0.17% of portfolio
|
Q3 2024
Reduced 56.31%
|
|
|
Bkm Wealth Management, LLC
Brookfield, WI |
Jan 31, 2025 Q4 2024 |
918
shares
|
$307,318
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
917
shares
|
$306,984
0.13% of portfolio
|
Q3 2023
New holding
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
915
shares
|
$306,314
0.1% of portfolio
|
Q4 2024
Added 2.01%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
914
shares
|
$305,979
0.1% of portfolio
|
Q3 2024
Reduced 14.1%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
909
shares
|
$304,305
0.15% of portfolio
|
Q4 2024
New holding
|