Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,900 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 $509 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
743
shares
|
$257,226
0.14% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Bridge Advisory, LLC
|
Oct 01, 2024 Q3 2024 |
742
shares
|
$256,880
0.1% of portfolio
|
Q3 2024
Reduced 9.95%
|
|
|
Private Capital Management, LLC
Naples, FL |
Aug 14, 2025 Q2 2025 |
741
shares
|
$256,534
0.03% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
737
shares
|
$255,149
0.22% of portfolio
|
Q2 2025
Reduced 11.31%
|
|
|
Elser Financial Planning, Inc
Indianapolis, IN |
Jul 17, 2025 Q2 2025 |
735
shares
|
$254,457
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Donald Yacktman
Yacktman Asset Management LP
|
Aug 06, 2025 Q2 2025 |
732
shares
|
$253,418
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
Aug 08, 2025 Q2 2025 |
732
shares
|
$253,418
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
731
shares
|
$253,072
0.08% of portfolio
|
Q2 2025
Reduced 64.91%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
730
shares
|
$252,726
0.09% of portfolio
|
Q4 2024
Reduced 52.29%
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
729
shares
|
$252,379
0.22% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
728
shares
|
$252,033
0.09% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
727
shares
|
$251,687
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Dynamic Financial Group
Cedar Falls, IA |
Jul 25, 2025 Q2 2025 |
727
shares
|
$251,687
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Presper Financial Architects, LLC
Akron, OH |
Jul 17, 2025 Q2 2025 |
727
shares
|
$251,687
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Aug 13, 2025 Q2 2025 |
724
shares
|
$250,648
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
One Degree Advisors Inc
San Diego, CA |
Jul 24, 2025 Q2 2025 |
720
shares
|
$249,264
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Verus Financial Partners, Inc.
|
Jul 21, 2025 Q2 2025 |
719
shares
|
$248,917
0.03% of portfolio
|
Q2 2025
Added 13.95%
|
|
|
Ridgecrest Wealth Partners, LLC
|
Jul 15, 2025 Q2 2025 |
716
shares
|
$247,879
0.13% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Aug 05, 2025 Q2 2025 |
716
shares
|
$247,879
0.09% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
715
shares
|
$247,533
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
714
shares
|
$247,186
0.06% of portfolio
|
Q2 2025
Reduced 39.34%
|
|
|
Lakewood Asset Management LLC
Naperville, IL |
Jul 16, 2025 Q2 2025 |
714
shares
|
$247,186
0.17% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
712
shares
|
$246,494
0.47% of portfolio
|
Q2 2022
Reduced 38.67%
|
|
|
Golden Road Advisors LLC
Tampa, FL |
Aug 04, 2025 Q2 2025 |
711
shares
|
$246,148
0.17% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Southland Equity Partners LLC
Wildwood, MO |
Jul 14, 2025 Q2 2025 |
710
shares
|
$245,802
0.06% of portfolio
|
Q2 2025
Reduced 8.97%
|