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 |
|---|---|---|---|---|---|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
621
shares
|
$214,990
0.05% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
621
shares
|
$214,990
0.04% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Defender Capital, Llc.
|
Jul 25, 2025 Q2 2025 |
620
shares
|
$214,644
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
620
shares
|
$214,644
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Valtinson Bruner Financial Planning LLC
|
Aug 06, 2025 Q2 2025 |
620
shares
|
$214,644
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
620
shares
|
$214,644
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
620
shares
|
$214,644
0.2% of portfolio
|
Q2 2025
Reduced 70.59%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
620
shares
|
$214,644
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Aug 06, 2025 Q2 2025 |
619
shares
|
$214,297
0.1% of portfolio
|
Q2 2025
Reduced 54.42%
|
|
|
Glenn Greenberg
Brave Warrior Advisors, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
618
shares
|
$213,951
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wrenne Financial Planning LLC
Lexington, KY |
Aug 13, 2025 Q2 2025 |
617
shares
|
$213,605
0.1% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
616
shares
|
$213,259
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wilsey Asset Management Inc
|
Jul 15, 2025 Q2 2025 |
615
shares
|
$212,913
0.04% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Aug 13, 2025 Q2 2025 |
613
shares
|
$212,220
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Standard Family Office LLC
Sioux Falls, SD |
Aug 13, 2025 Q2 2025 |
612
shares
|
$211,874
0.25% of portfolio
|
Q1 2025
Reduced 42.86%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
612
shares
|
$211,874
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Apr 09, 2025 Q1 2025 |
611
shares
|
$211,528
1.05% of portfolio
|
Q4 2024
Added 6.08%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Aug 07, 2025 Q2 2025 |
611
shares
|
$211,528
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Astra Wealth Partners LLC
Jersey City, NJ |
Aug 05, 2025 Q2 2025 |
611
shares
|
$211,528
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
May 11, 2023 Q1 2023 |
610
shares
|
$211,182
0.08% of portfolio
|
Q4 2021
Added 96.77%
|
|
|
Security Financial Services, Inc.
|
Aug 08, 2025 Q2 2025 |
604
shares
|
$209,104
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Daner Wealth Management, LLC
Alpharetta, GA |
Aug 13, 2025 Q2 2025 |
604
shares
|
$209,104
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Iams Wealth Management, LLC
Omaha, NE |
Jul 14, 2025 Q2 2025 |
603
shares
|
$208,758
0.1% of portfolio
|
Q2 2025
Reduced 66.01%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
603
shares
|
$208,758
0.14% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
603
shares
|
$208,758
0.09% of portfolio
|
Q2 2025
New holding
|