Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,786 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 $513 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
May 16, 2025 Q1 2025 |
26,339
shares
|
$9.27 Million
2.83% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
May 14, 2025 Q1 2025 |
26,212
shares
|
$9.22 Million
2.84% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
26,204
shares
|
$9.22 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
26,158
shares
|
$9.2 Million
0.23% of portfolio
|
Q1 2025
Added 13.83%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
26,153
shares
|
$9.2 Million
2.55% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
26,151
shares
|
$9.2 Million
0.53% of portfolio
|
Q1 2025
Added 15.45%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
26,120
shares
|
$9.19 Million
0.32% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
25,909
shares
|
$9.12 Million
0.13% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
25,886
shares
|
$9.11 Million
0.05% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Frg Family Wealth Advisors LLC
|
May 15, 2025 Q1 2025 |
25,863
shares
|
$9.1 Million
1.81% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Barometer Capital Management Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
25,844
shares
|
$9.09 Million
3.37% of portfolio
|
Q1 2025
Added 153.87%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
25,823
shares
|
$9.09 Million
2.41% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Hamilton Point Investment Advisors, LLC
|
May 06, 2025 Q1 2025 |
25,777
shares
|
$9.07 Million
1.65% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
25,744
shares
|
$9.06 Million
0.3% of portfolio
|
Q1 2025
Added 2.34%
|
|
|
Paradigm Financial Partners, LLC
|
Jul 17, 2025 Q2 2025 |
25,705
shares
|
$9.04 Million
1.02% of portfolio
|
Q2 2025
Reduced 3.89%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
25,691
shares
|
$9.04 Million
1.52% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
25,683
shares
|
$9.04 Million
0.17% of portfolio
|
Q2 2025
Added 369.52%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
25,674
shares
|
$9.03 Million
0.52% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
25,630
shares
|
$9.02 Million
3.02% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Intrust Bank Na
Wichita, KS |
May 09, 2025 Q1 2025 |
25,630
shares
|
$9.02 Million
0.9% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
25,602
shares
|
$9.01 Million
0.44% of portfolio
|
Q1 2025
Added 17.1%
|
|
|
Herold Advisors, Inc.
|
May 13, 2025 Q1 2025 |
25,582
shares
|
$9 Million
2.04% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Shorepath Capital Management LLC
Evanston, IL |
Apr 14, 2025 Q1 2025 |
25,375
shares
|
$8.93 Million
6.71% of portfolio
|
Q1 2025
Reduced 3.38%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
25,353
shares
|
$8.92 Million
0.09% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
25,348
shares
|
$8.92 Million
1.62% of portfolio
|
Q2 2025
Added 3.63%
|