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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
21,262
shares
|
$6.65 Million
0.72% of portfolio
|
Q3 2024
Reduced 13.8%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
21,239
shares
|
$6.64 Million
1.49% of portfolio
|
Q3 2024
Added 12.85%
|
|
|
Saber Capital Managment, LLC
Fuquay Varina, NC |
Nov 14, 2023 Q3 2023 |
21,183
shares
|
$6.62 Million
8.61% of portfolio
|
Q3 2023
Reduced 13.65%
|
|
|
Clio Asset Management LLC
Charlottesville, VA |
Oct 18, 2024 Q3 2024 |
21,101
shares
|
$6.6 Million
4.07% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
21,097
shares
|
$6.59 Million
0.65% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
21,075
shares
|
$6.59 Million
3.2% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
21,068
shares
|
$6.59 Million
2.63% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Wimmer Associates 1, LLC
Pasadena, CA |
Nov 14, 2024 Q3 2024 |
20,998
shares
|
$6.56 Million
2.87% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Spring Capital Management, LLC
|
Oct 22, 2024 Q3 2024 |
20,944
shares
|
$6.55 Million
3.92% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Cannell & Co.
New York, NY |
Feb 05, 2024 Q4 2023 |
20,935
shares
|
$6.54 Million
0.18% of portfolio
|
Q4 2023
Added 1.98%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
20,917
shares
|
$6.54 Million
0.79% of portfolio
|
Q3 2024
Reduced 28.48%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
20,814
shares
|
$6.51 Million
1.55% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ctc LLC
|
Nov 14, 2024 Q3 2024 |
20,761
shares
|
$6.49 Million
0.15% of portfolio
|
Q3 2024
Reduced 61.83%
|
|
|
Eagle Claw Capital Managment, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
20,692
shares
|
$6.47 Million
0.99% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,677
shares
|
$6.46 Million
0.28% of portfolio
|
Q3 2024
Reduced 18.1%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
20,627
shares
|
$6.45 Million
0.14% of portfolio
|
Q3 2024
Added 8.36%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
20,625
shares
|
$6.45 Million
1.74% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Team Hewins, LLC
Redwood City, CA |
Nov 12, 2024 Q3 2024 |
20,604
shares
|
$6.44 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
20,594
shares
|
$6.44 Million
2.41% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Blue Mar Capital Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
20,550
shares
|
$6.42 Million
11.59% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
20,537
shares
|
$6.42 Million
1.62% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
20,531
shares
|
$6.42 Million
0.9% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
20,511
shares
|
$6.41 Million
0.65% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
Chicago Trust CO Na
|
Oct 10, 2024 Q3 2024 |
20,496
shares
|
$6.41 Million
1.2% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
20,487
shares
|
$6.4 Million
0.42% of portfolio
|
Q4 2022
Added 2.56%
|