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 |
|---|---|---|---|---|---|
|
Edgemoor Investment Advisors, Inc.
|
May 05, 2025 Q1 2025 |
61,882
shares
|
$21.6 Million
2.05% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Weiss Asset Management LP
Boston, MA |
May 15, 2025 Q1 2025 |
61,801
shares
|
$21.6 Million
0.62% of portfolio
|
Q1 2025
Added 673.19%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
61,760
shares
|
$21.6 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
61,563
shares
|
$21.5 Million
0.34% of portfolio
|
Q1 2025
Reduced 4.46%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
61,561
shares
|
$21.5 Million
2.02% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Osher Van De Voorde Investment Management
|
Jul 11, 2025 Q2 2025 |
61,305
shares
|
$21.4 Million
5.45% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
61,295
shares
|
$21.4 Million
0.65% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
May 13, 2025 Q1 2025 |
61,175
shares
|
$21.4 Million
0.38% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Brightworth
|
Oct 28, 2022 Q3 2022 |
61,078
shares
|
$21.4 Million
1.16% of portfolio
|
Q3 2022
Reduced 0.34%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
May 07, 2025 Q1 2025 |
60,863
shares
|
$21.3 Million
2.23% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
60,770
shares
|
$21.3 Million
2.82% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
60,580
shares
|
$21.2 Million
0.94% of portfolio
|
Q1 2025
Added 44.65%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
60,250
shares
|
$21.1 Million
0.45% of portfolio
|
Q1 2025
Reduced 59.34%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
60,020
shares
|
$21 Million
0.41% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
59,810
shares
|
$20.9 Million
2.13% of portfolio
|
Q2 2025
Reduced 6.75%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
59,744
shares
|
$20.9 Million
0.63% of portfolio
|
Q1 2025
Added 20.28%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
59,684
shares
|
$20.9 Million
0.42% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
59,630
shares
|
$20.9 Million
0.28% of portfolio
|
Q2 2024
Added 5.76%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
59,030
shares
|
$20.6 Million
0.32% of portfolio
|
Q1 2025
Added 13.26%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
58,650
shares
|
$20.5 Million
1.76% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
58,632
shares
|
$20.5 Million
5.97% of portfolio
|
Q1 2025
Reduced 2.15%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
58,528
shares
|
$20.5 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Rothschild & CO Wealth Management Uk LTD
|
May 06, 2025 Q1 2025 |
58,428
shares
|
$20.4 Million
0.37% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
58,360
shares
|
$20.4 Million
0.71% of portfolio
|
Q1 2025
Added 70.63%
|
|
|
Nexus Investment Management Ulc
|
Apr 07, 2025 Q1 2025 |
58,236
shares
|
$20.4 Million
3.4% of portfolio
|
Q1 2025
Added 5.55%
|