Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,789 institutions that hold shares in the stock, with a total of 1.46 Billion shares, which have been reported (via 13F filing form) to have a value of $510 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
71,064
shares
|
$24.9 Million
2.39% of portfolio
|
Q1 2025
Reduced 1.56%
|
|
Nicola Wealth Management Ltd.
Vancouver, A1 |
Jun 06, 2025 Q1 2025 |
71,000
shares
|
$24.8 Million
2.56% of portfolio
|
Q1 2025
Reduced 13.41%
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
70,774
shares
|
$24.8 Million
3.32% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
70,643
shares
|
$24.7 Million
1.3% of portfolio
|
Q1 2025
Reduced 5.88%
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
70,278
shares
|
$24.6 Million
0.6% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
70,141
shares
|
$24.5 Million
4.68% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
69,942
shares
|
$24.5 Million
3.84% of portfolio
|
Q3 2023
Reduced 18.02%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
69,902
shares
|
$24.5 Million
0.59% of portfolio
|
Q1 2025
Added 9.15%
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
69,820
shares
|
$24.4 Million
0.5% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
Schaper Benz & Wise Investment Counsel Inc
|
Apr 17, 2025 Q1 2025 |
69,659
shares
|
$24.4 Million
2.04% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
Trust CO Of Virginia
|
Jul 11, 2025 Q2 2025 |
69,613
shares
|
$24.4 Million
2.21% of portfolio
|
Q2 2025
Reduced 3.01%
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
69,269
shares
|
$24.2 Million
0.49% of portfolio
|
Q1 2025
Added 0.45%
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 14, 2025 Q1 2025 |
69,189
shares
|
$24.2 Million
0.78% of portfolio
|
Q4 2024
Added 0.02%
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
69,148
shares
|
$24.2 Million
0.96% of portfolio
|
Q2 2022
Added 8.25%
|
|
Heirloom Wealth Management
Greenwood Village, CO |
Apr 24, 2025 Q1 2025 |
69,023
shares
|
$24.1 Million
7.34% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
68,987
shares
|
$24.1 Million
1.47% of portfolio
|
Q1 2025
Added 15.98%
|
|
Lmcg Investments, LLC
Boston, MA |
Apr 10, 2025 Q1 2025 |
68,671
shares
|
$24 Million
1.62% of portfolio
|
Q1 2025
Reduced 2.77%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
68,660
shares
|
$24 Million
0.9% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
68,473
shares
|
$24 Million
1.72% of portfolio
|
Q1 2025
Added 0.23%
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
68,090
shares
|
$23.8 Million
0.24% of portfolio
|
Q1 2025
Added 6.99%
|
|
Ithaka Group LLC
Bethesda, MD |
May 09, 2025 Q1 2025 |
68,035
shares
|
$23.8 Million
4.92% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
L1 Capital International Pty LTD
Sydney Nsw 2000, C3 |
May 15, 2025 Q1 2025 |
68,029
shares
|
$23.8 Million
6.56% of portfolio
|
Q1 2025
Added 2.99%
|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
67,835
shares
|
$23.7 Million
1.63% of portfolio
|
Q2 2025
Added 0.15%
|
|
Makena Capital Management LLC
Menlo Park, CA |
May 13, 2025 Q1 2025 |
67,589
shares
|
$23.6 Million
2.6% of portfolio
|
Q1 2025
Added 45.85%
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
67,527
shares
|
$23.6 Million
0.56% of portfolio
|
Q1 2025
Added 5.93%
|