Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,255 institutions that hold shares in the stock, with a total of 1.44 Billion shares, which have been reported (via 13F filing form) to have a value of $450 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lester Murray Antman Dba Simply Rich
|
Oct 18, 2024 Q3 2024 |
23,572
shares
|
$7.37 Million
1.81% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
23,563
shares
|
$7.37 Million
1.83% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Milestones Administradora De Recursos Ltda.
Jaragua Do Sul, D5 |
Oct 25, 2024 Q3 2024 |
23,560
shares
|
$7.36 Million
2.58% of portfolio
|
Q3 2024
Added 26.94%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
23,464
shares
|
$7.33 Million
0.53% of portfolio
|
Q3 2024
Added 13.54%
|
|
|
Executive Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
23,456
shares
|
$7.33 Million
0.55% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
United Capital Management Of Ks, Inc.
|
Nov 04, 2024 Q3 2024 |
23,454
shares
|
$7.33 Million
1.6% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Agur Provident & Training Funds Management LTD
Tel Aviv, L3 |
Nov 14, 2024 Q3 2024 |
23,434
shares
|
$7.33 Million
1.92% of portfolio
|
Q1 2024
Reduced 14.21%
|
|
|
Gs Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
23,379
shares
|
$7.31 Million
2.87% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
23,298
shares
|
$7.28 Million
2.13% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
23,290
shares
|
$7.28 Million
0.41% of portfolio
|
Q3 2024
Reduced 3.73%
|
|
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
23,223
shares
|
$7.26 Million
0.78% of portfolio
|
Q3 2024
Reduced 3.83%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 05, 2024 Q3 2024 |
23,200
shares
|
$7.25 Million
2.01% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Amj Financial Wealth Management
Leesburg, VA |
Nov 12, 2024 Q3 2024 |
23,180
shares
|
$7.25 Million
1.86% of portfolio
|
Q3 2024
Reduced 27.7%
|
|
|
Biechele Royce Advisors
|
Oct 29, 2024 Q3 2024 |
23,141
shares
|
$7.23 Million
2.1% of portfolio
|
Q3 2024
Added 1770.74%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
23,093
shares
|
$7.22 Million
0.28% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
23,069
shares
|
$7.21 Million
0.65% of portfolio
|
Q3 2024
Reduced 12.93%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
23,064
shares
|
$7.21 Million
1.73% of portfolio
|
Q3 2024
Added 7.69%
|
|
|
Innovis Asset Management LLC
Chicago, IL |
Nov 09, 2023 Q3 2023 |
23,053
shares
|
$7.21 Million
2.04% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
23,012
shares
|
$7.19 Million
2.31% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
22,908
shares
|
$7.16 Million
0.22% of portfolio
|
Q3 2024
Reduced 35.35%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
22,833
shares
|
$7.14 Million
0.86% of portfolio
|
Q1 2024
Added 400.5%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
22,825
shares
|
$7.14 Million
0.32% of portfolio
|
Q2 2022
Added 10.47%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
22,825
shares
|
$7.14 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
22,787
shares
|
$7.12 Million
1.32% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
22,710
shares
|
$7.1 Million
0.63% of portfolio
|
Q3 2024
Added 800.83%
|