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 |
|---|---|---|---|---|---|
|
Idaho Trust Bank
Boise, ID |
May 14, 2025 Q1 2025 |
962
shares
|
$344,165
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
961
shares
|
$343,807
0.27% of portfolio
|
Q1 2025
Reduced 2.14%
|
|
|
Hurlow Wealth Management Group, Inc.
|
Jul 10, 2025 Q2 2025 |
959
shares
|
$343,091
0.1% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Dodge & Cox
San Francisco, CA |
May 14, 2025 Q1 2025 |
959
shares
|
$343,091
0.0% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
May 02, 2025 Q1 2025 |
959
shares
|
$343,091
0.23% of portfolio
|
Q1 2025
Added 5.97%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
958
shares
|
$342,734
0.14% of portfolio
|
Q1 2025
Reduced 7.97%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
958
shares
|
$342,734
0.14% of portfolio
|
Q1 2025
Added 27.73%
|
|
|
Prodigy Asset Management LLC
Omaha, NE |
Apr 30, 2025 Q1 2025 |
958
shares
|
$342,734
0.27% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
957
shares
|
$342,376
0.03% of portfolio
|
Q1 2025
Added 15.72%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
957
shares
|
$342,376
0.07% of portfolio
|
Q1 2025
Added 20.08%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
957
shares
|
$342,376
0.2% of portfolio
|
Q1 2025
Reduced 11.8%
|
|
|
Symphony Financial, Ltd. Co.
|
Apr 22, 2025 Q1 2025 |
952
shares
|
$340,587
0.19% of portfolio
|
Q1 2025
Reduced 91.39%
|
|
|
Ndvr, Inc.
Boston, MA |
May 15, 2025 Q1 2025 |
952
shares
|
$340,587
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Northwest Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
950
shares
|
$339,872
0.07% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Phoenix Wealth Advisors
|
May 14, 2025 Q1 2025 |
950
shares
|
$339,872
0.15% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Vanguard Capital Wealth Advisors
|
Jul 11, 2025 Q2 2025 |
950
shares
|
$339,872
0.34% of portfolio
|
Q2 2025
Added 4.63%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
949
shares
|
$339,514
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Aegis Wealth Management LLC
Bethesda, MD |
May 08, 2025 Q1 2025 |
948
shares
|
$339,156
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
943
shares
|
$337,367
0.07% of portfolio
|
Q1 2025
Added 58.75%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
943
shares
|
$337,367
0.12% of portfolio
|
Q1 2025
Reduced 1.05%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
942
shares
|
$337,009
0.17% of portfolio
|
Q1 2025
Reduced 9.86%
|
|
|
Life Pro Asset Management
|
Oct 09, 2024 Q3 2024 |
941
shares
|
$336,652
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Carlson Capital Management
|
Feb 10, 2025 Q4 2024 |
941
shares
|
$336,652
0.02% of portfolio
|
Q4 2024
Added 11.76%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
939
shares
|
$335,936
0.02% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Levy Wealth Management Group, LLC
|
Jul 25, 2024 Q2 2024 |
939
shares
|
$335,936
0.06% of portfolio
|
Q2 2024
Added 0.86%
|