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 |
|---|---|---|---|---|---|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
27,359
shares
|
$9.68 Million
1.15% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
27,342
shares
|
$9.68 Million
1.81% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Osprey Private Wealth LLC
New York, NY |
Jul 07, 2025 Q2 2025 |
27,320
shares
|
$9.67 Million
5.34% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Te Ahumairangi Investment Management LTD
Wellington Central, Q2 |
May 14, 2025 Q1 2025 |
27,281
shares
|
$9.66 Million
2.02% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
27,272
shares
|
$9.65 Million
0.84% of portfolio
|
Q1 2025
Added 72.4%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
27,252
shares
|
$9.65 Million
0.42% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Trust CO Of Oklahoma
|
Jul 07, 2025 Q2 2025 |
27,127
shares
|
$9.6 Million
3.13% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Clio Asset Management LLC
Charlottesville, VA |
Jul 14, 2025 Q2 2025 |
27,083
shares
|
$9.59 Million
7.54% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Live Oak Private Wealth LLC
|
Apr 22, 2025 Q1 2025 |
26,940
shares
|
$9.54 Million
1.59% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
26,922
shares
|
$9.53 Million
3.69% of portfolio
|
Q2 2025
New holding
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
26,900
shares
|
$9.52 Million
2.08% of portfolio
|
Q2 2022
Reduced 8.18%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
26,863
shares
|
$9.51 Million
2.29% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
May 15, 2025 Q1 2025 |
26,762
shares
|
$9.47 Million
7.21% of portfolio
|
Q1 2025
Reduced 9.63%
|
|
|
Settian Capital LP
|
May 05, 2025 Q1 2025 |
26,700
shares
|
$9.45 Million
7.61% of portfolio
|
Q4 2022
Added 9.43%
|
|
|
Sumitomo Life Insurance CO
|
May 02, 2025 Q1 2025 |
26,649
shares
|
$9.43 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Boit C F David
Boston, MA |
Apr 08, 2025 Q1 2025 |
26,630
shares
|
$9.43 Million
4.76% of portfolio
|
Q4 2023
Added 11.28%
|
|
|
Slate Stone Wealth, LLC
|
May 08, 2025 Q1 2025 |
26,620
shares
|
$9.42 Million
0.94% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
May 12, 2025 Q1 2025 |
26,601
shares
|
$9.42 Million
0.45% of portfolio
|
Q1 2025
Added 43.17%
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
26,560
shares
|
$9.4 Million
1.37% of portfolio
|
Q2 2025
Reduced 4.31%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
26,547
shares
|
$9.4 Million
1.73% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
26,495
shares
|
$9.38 Million
0.29% of portfolio
|
Q2 2024
Added 61.22%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
26,415
shares
|
$9.35 Million
1.34% of portfolio
|
Q2 2022
Reduced 9.19%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
26,408
shares
|
$9.35 Million
0.76% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
26,406
shares
|
$9.35 Million
4.06% of portfolio
|
Q1 2025
Reduced 1.54%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
26,390
shares
|
$9.34 Million
3.52% of portfolio
|
Q1 2025
Added 0.12%
|