Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,773 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 $526 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
110
shares
|
$39,353
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
1 North Wealth Services LLC
Annapolis, MD |
May 15, 2025 Q1 2025 |
109
shares
|
$38,995
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
103
shares
|
$36,849
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
98
shares
|
$35,060
0.02% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
96
shares
|
$34,344
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Vista Cima Wealth Management LLC
Surprise, AZ |
May 15, 2025 Q1 2025 |
91
shares
|
$32,556
0.28% of portfolio
|
Q1 2025
Added 720.88%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
90
shares
|
$32,198
0.01% of portfolio
|
Q3 2023
Reduced 25.62%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
90
shares
|
$32,198
0.03% of portfolio
|
Q1 2025
Added 83.67%
|
|
|
O'Brien Wealth Partners LLC
|
Jul 09, 2025 Q2 2025 |
89
shares
|
$31,840
0.01% of portfolio
|
Q2 2025
Reduced 42.58%
|
|
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
May 15, 2025 Q1 2025 |
87
shares
|
$31,125
0.07% of portfolio
|
Q2 2024
Reduced 71.66%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
84
shares
|
$30,051
0.02% of portfolio
|
Q3 2022
Reduced 70.42%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
84
shares
|
$30,051
0.01% of portfolio
|
Q4 2024
Reduced 17.65%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
May 07, 2025 Q1 2025 |
84
shares
|
$30,051
0.02% of portfolio
|
Q1 2024
Reduced 76.2%
|
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
80
shares
|
$28,620
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Von Borstel & Associates, Inc.
The Dalles, OR |
Apr 29, 2025 Q1 2025 |
79
shares
|
$28,263
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
78
shares
|
$27,905
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
May 13, 2025 Q1 2025 |
77
shares
|
$27,547
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
77
shares
|
$27,547
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
77
shares
|
$27,547
0.03% of portfolio
|
Q1 2025
Reduced 63.68%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
76
shares
|
$27,189
0.01% of portfolio
|
Q1 2025
Reduced 78.71%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
75
shares
|
$26,832
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
May 15, 2025 Q1 2025 |
75
shares
|
$26,832
0.03% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
74
shares
|
$26,474
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
71
shares
|
$25,400
0.01% of portfolio
|
Q4 2024
Reduced 81.84%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
69
shares
|
$24,685
0.0% of portfolio
|
Q1 2025
Reduced 94.62%
|