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 |
---|---|---|---|---|---|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
530
shares
|
$183,486
0.05% of portfolio
|
Q2 2025
Added 14.22%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
529
shares
|
$183,139
0.02% of portfolio
|
Q2 2023
Reduced 3.64%
|
|
Ifs Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
528
shares
|
$182,793
0.14% of portfolio
|
Q4 2023
Added 1.93%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Aug 08, 2025 Q2 2025 |
514
shares
|
$177,946
0.08% of portfolio
|
Q4 2024
Added 0.19%
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
511
shares
|
$176,908
0.05% of portfolio
|
Q2 2025
Added 38.48%
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
503
shares
|
$174,138
0.13% of portfolio
|
Q2 2025
Added 82.25%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Aug 04, 2025 Q2 2025 |
501
shares
|
$173,446
0.03% of portfolio
|
Q2 2025
Added 69.26%
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
489
shares
|
$169,291
0.07% of portfolio
|
Q2 2025
Added 16.43%
|
|
Morgan Rosel Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
481
shares
|
$166,522
0.05% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
467
shares
|
$161,675
0.04% of portfolio
|
Q1 2025
Added 3.32%
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
460
shares
|
$159,252
0.1% of portfolio
|
Q4 2024
Reduced 14.02%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
446
shares
|
$154,405
0.04% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
446
shares
|
$154,405
0.1% of portfolio
|
Q2 2025
Reduced 12.38%
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
444
shares
|
$153,712
0.04% of portfolio
|
Q4 2024
New holding
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Aug 08, 2025 Q2 2025 |
443
shares
|
$153,366
0.06% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
Financial Gravity Companies, Inc.
Lakeway, TX |
Aug 08, 2025 Q2 2025 |
440
shares
|
$152,328
0.03% of portfolio
|
Q2 2025
Added 1.38%
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
439
shares
|
$151,981
0.04% of portfolio
|
Q3 2024
Added 0.69%
|
|
Newfound Research LLC
|
Oct 13, 2022 Q3 2022 |
437
shares
|
$151,289
0.19% of portfolio
|
Q3 2022
Reduced 9.71%
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
436
shares
|
$150,943
0.01% of portfolio
|
Q2 2025
Added 50.87%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
428
shares
|
$148,173
0.05% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
424
shares
|
$146,788
0.06% of portfolio
|
Q2 2025
Added 0.95%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
422
shares
|
$146,096
0.06% of portfolio
|
Q1 2022
Reduced 8.66%
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
417
shares
|
$144,365
0.05% of portfolio
|
Q3 2024
Added 0.24%
|
|
Morse Asset Management, Inc
Darien, CT |
Aug 15, 2025 Q2 2025 |
416
shares
|
$144,019
0.03% of portfolio
|
Q2 2025
Added 27.61%
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
406
shares
|
$140,557
0.06% of portfolio
|
Q4 2024
Reduced 12.88%
|