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 |
|---|---|---|---|---|---|
|
Mbb Public Markets I LLC
Chicago, IL |
May 16, 2025 Q1 2025 |
936
shares
|
$334,863
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Optima Capital LLC
Portland, OR |
Jun 12, 2025 Q1 2025 |
936
shares
|
$334,863
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ti Trust, Inc
|
Apr 23, 2025 Q1 2025 |
935
shares
|
$334,505
0.22% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Essex Private Wealth Management, LLC
Topsfield, MA |
Oct 24, 2024 Q3 2024 |
930
shares
|
$332,716
0.68% of portfolio
|
Q1 2023
New holding
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
May 06, 2025 Q1 2025 |
929
shares
|
$332,359
0.07% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Vista Capital Partners, Inc.
|
May 05, 2025 Q1 2025 |
924
shares
|
$330,570
0.01% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Bank Ozk
|
May 13, 2025 Q1 2025 |
923
shares
|
$330,212
0.14% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
923
shares
|
$330,212
0.07% of portfolio
|
Q1 2025
Reduced 4.65%
|
|
|
Pacific Global Investment Management CO
|
Apr 24, 2025 Q1 2025 |
923
shares
|
$330,212
0.49% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
922
shares
|
$329,854
0.11% of portfolio
|
Q1 2025
Added 21.96%
|
|
|
Highland Financial Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
921
shares
|
$329,496
0.12% of portfolio
|
Q1 2025
Reduced 43.7%
|
|
|
Johnson & White Wealth Management, LLC
York, PA |
Apr 10, 2025 Q1 2025 |
921
shares
|
$329,496
0.18% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
921
shares
|
$329,496
0.33% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
917
shares
|
$328,065
0.14% of portfolio
|
Q3 2023
New holding
|
|
|
Vci Wealth Management LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
917
shares
|
$328,065
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Elco Management Co., LLC
New York, NY |
May 01, 2025 Q1 2025 |
914
shares
|
$326,992
0.18% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
914
shares
|
$326,992
0.1% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
913
shares
|
$326,634
0.04% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Oak Harvest Investment Services
|
May 14, 2025 Q1 2025 |
911
shares
|
$325,919
0.05% of portfolio
|
Q1 2025
Reduced 10.77%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
910
shares
|
$325,561
0.02% of portfolio
|
Q1 2025
Reduced 6.09%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
909
shares
|
$325,203
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Keynote Financial Services LLC
Vernon, CT |
May 09, 2025 Q1 2025 |
908
shares
|
$324,846
0.23% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Bell & Brown Wealth Advisors, LLC
|
May 07, 2025 Q1 2025 |
907
shares
|
$324,488
0.12% of portfolio
|
Q1 2025
Added 6.21%
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Jul 08, 2025 Q2 2025 |
907
shares
|
$324,488
0.21% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
May 08, 2025 Q1 2025 |
904
shares
|
$323,415
0.24% of portfolio
|
Q1 2023
New holding
|