Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,794 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 $516 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
31,561
shares
|
$11.2 Million
1.75% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
31,544
shares
|
$11.2 Million
1.54% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
31,535
shares
|
$11.2 Million
0.24% of portfolio
|
Q2 2020
Reduced 14.45%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
May 07, 2025 Q1 2025 |
31,505
shares
|
$11.2 Million
2.88% of portfolio
|
Q2 2023
Reduced 21.37%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
31,493
shares
|
$11.1 Million
0.89% of portfolio
|
Q1 2025
Reduced 6.13%
|
|
|
Mechanics Bank Trust Department
|
Jul 14, 2025 Q2 2025 |
31,479
shares
|
$11.1 Million
1.63% of portfolio
|
Q2 2025
Reduced 5.41%
|
|
|
Meridiem Capital Partners LP
Dallas, TX |
May 15, 2025 Q1 2025 |
31,412
shares
|
$11.1 Million
1.15% of portfolio
|
Q1 2025
Reduced 42.46%
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
31,387
shares
|
$11.1 Million
1.82% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
31,385
shares
|
$11.1 Million
0.68% of portfolio
|
Q4 2023
Reduced 0.63%
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
31,355
shares
|
$11.1 Million
0.53% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
31,327
shares
|
$11.1 Million
0.2% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
31,182
shares
|
$11 Million
0.93% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Gpm Growth Investors, Inc.
|
May 02, 2025 Q1 2025 |
31,164
shares
|
$11 Million
4.98% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Twin Capital Management Inc
|
May 05, 2025 Q1 2025 |
30,986
shares
|
$11 Million
1.31% of portfolio
|
Q1 2025
Added 27.4%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
30,963
shares
|
$11 Million
0.25% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Franklin, Parlapiano, Turner & Welch, LLC
|
Apr 25, 2025 Q1 2025 |
30,859
shares
|
$10.9 Million
2.92% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
30,809
shares
|
$10.9 Million
0.71% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
30,792
shares
|
$10.9 Million
0.6% of portfolio
|
Q3 2023
Added 2.27%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
30,787
shares
|
$10.9 Million
3.37% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
30,759
shares
|
$10.9 Million
1.18% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Jul 09, 2025 Q2 2025 |
30,685
shares
|
$10.9 Million
4.12% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Chronos Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
30,636
shares
|
$10.8 Million
5.74% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
30,607
shares
|
$10.8 Million
1.73% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
May 13, 2025 Q1 2025 |
30,505
shares
|
$10.8 Million
1.24% of portfolio
|
Q1 2025
Added 19.58%
|
|
|
Blue Grotto Capital, LLC
Atlanta, GA |
May 14, 2025 Q1 2025 |
30,490
shares
|
$10.8 Million
1.93% of portfolio
|
Q1 2025
Added 103.27%
|