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 |
|---|---|---|---|---|---|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
810
shares
|
$289,785
0.06% of portfolio
|
Q1 2025
Added 20.72%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
807
shares
|
$288,712
0.06% of portfolio
|
Q1 2025
Reduced 40.92%
|
|
|
Instrumental Wealth, LLC
Tampa, FL |
Apr 28, 2025 Q1 2025 |
806
shares
|
$288,354
0.24% of portfolio
|
Q1 2025
Added 5.08%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
804
shares
|
$287,639
0.18% of portfolio
|
Q2 2025
Reduced 1.11%
|
|
|
Seros Financial, LLC
Tempe, AZ |
Apr 16, 2025 Q1 2025 |
803
shares
|
$287,281
0.21% of portfolio
|
Q1 2025
Reduced 8.02%
|
|
|
O Donnell Financial Services, LLC
|
May 05, 2025 Q1 2025 |
802
shares
|
$286,923
0.14% of portfolio
|
Q1 2025
Added 7.36%
|
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
May 15, 2025 Q1 2025 |
802
shares
|
$286,923
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
802
shares
|
$286,923
0.32% of portfolio
|
Q1 2025
Added 6.08%
|
|
|
Taylor & Morgan Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
801
shares
|
$286,565
0.2% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Legacy Wealth Management, Inc
|
Apr 24, 2025 Q1 2025 |
800
shares
|
$286,208
0.02% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Salzhauer Michael
|
Apr 23, 2025 Q1 2025 |
800
shares
|
$286,208
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Kanen Wealth Management LLC
Coral Springs, FL |
Jun 13, 2025 Q1 2025 |
800
shares
|
$286,208
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
800
shares
|
$286,208
0.05% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Joule Financial, LLC
|
Apr 11, 2025 Q1 2025 |
799
shares
|
$285,850
0.1% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Massachusetts Wealth Management
North Andover, MA |
Apr 16, 2025 Q1 2025 |
799
shares
|
$285,850
0.19% of portfolio
|
Q3 2024
Reduced 7.2%
|
|
|
Fruth Investment Management
|
Jul 11, 2025 Q2 2025 |
798
shares
|
$285,492
0.08% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Headland Capital, LLC
Mt. Pleasant, SC |
May 08, 2025 Q1 2025 |
798
shares
|
$285,492
0.09% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
First National Bank & Trust CO Of Newtown
|
Apr 30, 2025 Q1 2025 |
796
shares
|
$284,776
0.06% of portfolio
|
Q2 2024
Reduced 23.9%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
796
shares
|
$284,776
0.09% of portfolio
|
Q1 2025
Added 4.6%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
795
shares
|
$284,419
0.21% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Sgl Investment Advisors, Inc.
Missoula, MT |
May 09, 2025 Q1 2025 |
793
shares
|
$283,703
0.14% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Skyline Advisors, Inc.
Bellingham, WA |
Jul 11, 2025 Q2 2025 |
792
shares
|
$283,345
0.1% of portfolio
|
Q2 2025
Reduced 1.98%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
791
shares
|
$282,988
0.1% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
791
shares
|
$282,988
0.42% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
789
shares
|
$282,272
0.05% of portfolio
|
Q1 2025
Added 5.91%
|