Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,606 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 $520 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lummis Asset Management, LP
Fort Worth, TX |
Jan 15, 2025 Q4 2024 |
227
shares
|
$80,314
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
224
shares
|
$79,253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
St. James Investment Advisors, LLC
Port Jefferson, NY |
Feb 08, 2023 Q4 2022 |
219
shares
|
$77,484
0.09% of portfolio
|
Q4 2022
Added 58.7%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
215
shares
|
$76,069
0.03% of portfolio
|
Q2 2024
Reduced 2.71%
|
|
|
Harvest Group Wealth Management, LLC
|
Apr 28, 2023 Q1 2023 |
212
shares
|
$75,007
0.03% of portfolio
|
Q2 2021
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
212
shares
|
$75,007
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
210
shares
|
$74,300
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
207
shares
|
$73,238
0.01% of portfolio
|
Q4 2024
Reduced 5.48%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
203
shares
|
$71,823
0.03% of portfolio
|
Q3 2024
Reduced 43.45%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
203
shares
|
$71,823
0.01% of portfolio
|
Q3 2022
Added 153.75%
|
|
|
Cordant, Inc.
Portland, OR |
Jan 14, 2025 Q4 2024 |
200
shares
|
$70,762
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
199
shares
|
$70,408
0.01% of portfolio
|
Q3 2024
Reduced 71.73%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
199
shares
|
$70,408
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
183
shares
|
$64,747
0.03% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 10, 2025 Q4 2024 |
181
shares
|
$64,039
0.02% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
178
shares
|
$62,978
0.03% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
175
shares
|
$61,916
0.05% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Battery Global Advisors, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
174
shares
|
$61,562
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Eukles Asset Management
|
Jan 29, 2025 Q4 2024 |
170
shares
|
$60,147
0.02% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
170
shares
|
$60,147
0.01% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Feb 14, 2025 Q4 2024 |
170
shares
|
$60,147
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
169
shares
|
$59,793
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
164
shares
|
$58,024
0.14% of portfolio
|
Q4 2024
Reduced 61.68%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Feb 05, 2025 Q4 2024 |
160
shares
|
$56,609
0.02% of portfolio
|
Q2 2024
Reduced 8.57%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Feb 14, 2025 Q4 2024 |
153
shares
|
$54,132
0.04% of portfolio
|
Q2 2024
Added 0.66%
|