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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
50,014
shares
|
$17.5 Million
0.28% of portfolio
|
Q1 2025
Reduced 13.6%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
50,010
shares
|
$17.5 Million
0.65% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
North Reef Capital Management LP
Laguna Beach, CA |
May 15, 2025 Q1 2025 |
50,000
shares
|
$17.5 Million
0.76% of portfolio
|
Q1 2025
New holding
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
49,924
shares
|
$17.5 Million
2.51% of portfolio
|
Q1 2025
Reduced 0.48%
|
|
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
May 12, 2025 Q1 2025 |
49,911
shares
|
$17.5 Million
6.94% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
49,416
shares
|
$17.3 Million
0.99% of portfolio
|
Q4 2024
Added 16.95%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
49,267
shares
|
$17.2 Million
1.9% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
49,069
shares
|
$17.2 Million
0.26% of portfolio
|
Q3 2022
Reduced 14.88%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
48,978
shares
|
$17.1 Million
2.11% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Traynor Capital Management, Inc.
|
May 12, 2025 Q1 2025 |
48,779
shares
|
$17.1 Million
1.46% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
48,688
shares
|
$17 Million
1.61% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
48,430
shares
|
$16.9 Million
1.47% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
48,317
shares
|
$16.9 Million
0.83% of portfolio
|
Q4 2022
Reduced 1.8%
|
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
May 14, 2025 Q1 2025 |
48,198
shares
|
$16.9 Million
4.28% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
48,136
shares
|
$16.8 Million
1.24% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Ledyard National Bank
|
Apr 22, 2025 Q1 2025 |
48,103
shares
|
$16.8 Million
1.71% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
48,057
shares
|
$16.8 Million
2.27% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
47,969
shares
|
$16.8 Million
1.45% of portfolio
|
Q1 2025
Added 5.85%
|
|
|
Benin Management Corp
|
Apr 10, 2025 Q1 2025 |
47,964
shares
|
$16.8 Million
4.81% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
May 05, 2025 Q1 2025 |
47,936
shares
|
$16.8 Million
1.18% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
47,850
shares
|
$16.7 Million
0.68% of portfolio
|
Q1 2025
Reduced 23.31%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
47,843
shares
|
$16.7 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
47,731
shares
|
$16.7 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
47,512
shares
|
$16.6 Million
1.0% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
47,426
shares
|
$16.6 Million
0.97% of portfolio
|
Q1 2025
Reduced 1.99%
|