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 |
|---|---|---|---|---|---|
|
Heritage Financial Services, LLC
|
May 14, 2025 Q1 2025 |
903
shares
|
$323,057
0.03% of portfolio
|
Q1 2025
Added 12.17%
|
|
|
Power Wealth Management LLC
Roswell, GA |
May 13, 2025 Q1 2025 |
903
shares
|
$323,057
0.13% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
Apr 24, 2025 Q1 2025 |
903
shares
|
$323,057
0.25% of portfolio
|
Q1 2025
Added 27.72%
|
|
|
Francis Financial, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
902
shares
|
$322,699
0.09% of portfolio
|
Q1 2025
Reduced 43.52%
|
|
|
Goepper Burkhardt LLC
|
May 06, 2025 Q1 2025 |
900
shares
|
$321,984
0.13% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Schulhoff & CO Inc
|
May 07, 2025 Q1 2025 |
900
shares
|
$321,984
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Grange Capital, LLC
Beaverton, OR |
May 02, 2025 Q1 2025 |
900
shares
|
$321,984
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
898
shares
|
$321,268
0.0% of portfolio
|
Q1 2025
Added 8.19%
|
|
|
Custos Family Office, LLC
Greenwood Village, CO |
Apr 25, 2025 Q1 2025 |
898
shares
|
$321,268
0.11% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
898
shares
|
$321,268
0.0% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
897
shares
|
$320,910
0.09% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
895
shares
|
$320,195
0.03% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
894
shares
|
$319,837
0.13% of portfolio
|
Q1 2025
Reduced 13.46%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
891
shares
|
$318,764
0.1% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Wincap Financial LLC
Boston, MA |
May 07, 2025 Q1 2025 |
891
shares
|
$318,764
0.3% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Eclectic Associates Inc
|
Apr 10, 2025 Q1 2025 |
890
shares
|
$318,406
0.09% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
887
shares
|
$317,333
0.06% of portfolio
|
Q4 2024
Added 19.22%
|
|
|
Three Cord True Wealth Management, LLC
Beaver, PA |
Apr 22, 2025 Q1 2025 |
884
shares
|
$316,259
0.27% of portfolio
|
Q1 2025
Added 4.74%
|
|
|
Mcdonald Partners LLC
|
May 15, 2025 Q1 2025 |
882
shares
|
$315,544
0.08% of portfolio
|
Q4 2024
Reduced 4.34%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
881
shares
|
$315,186
0.18% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Paul R. Ried Financial Group, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
877
shares
|
$313,755
0.21% of portfolio
|
Q1 2025
Added 1.04%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
873
shares
|
$312,324
0.04% of portfolio
|
Q1 2025
Reduced 94.71%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
873
shares
|
$312,324
0.15% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
873
shares
|
$312,324
0.28% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Trinity Financial Advisors LLC
|
Jul 03, 2025 Q2 2025 |
872
shares
|
$311,966
0.1% of portfolio
|
Q2 2025
Added 0.11%
|