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 |
|---|---|---|---|---|---|
|
Kp Management LLC
Edina, MN |
Oct 24, 2024 Q3 2024 |
19,000
shares
|
$5.94 Million
1.68% of portfolio
|
Q4 2023
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
18,957
shares
|
$5.93 Million
1.31% of portfolio
|
Q3 2024
Reduced 17.93%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
18,956
shares
|
$5.93 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
18,933
shares
|
$5.92 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
18,915
shares
|
$5.91 Million
0.4% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
18,913
shares
|
$5.91 Million
1.36% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
18,772
shares
|
$5.87 Million
1.25% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
18,764
shares
|
$5.87 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
18,749
shares
|
$5.86 Million
0.02% of portfolio
|
Q4 2022
Reduced 1.36%
|
|
|
Bath Savings Trust CO
|
Jan 07, 2025 Q4 2024 |
18,746
shares
|
$5.86 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
18,579
shares
|
$5.81 Million
0.19% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
18,528
shares
|
$5.79 Million
1.56% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
18,515
shares
|
$5.79 Million
3.72% of portfolio
|
Q3 2024
Added 1.36%
|
|
|
Hotaling Investment Management, LLC
Wayne, PA |
Feb 14, 2023 Q4 2022 |
18,456
shares
|
$5.77 Million
1.73% of portfolio
|
Q4 2022
Reduced 0.26%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
18,449
shares
|
$5.77 Million
0.89% of portfolio
|
Q3 2024
Reduced 27.45%
|
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
18,438
shares
|
$5.76 Million
0.58% of portfolio
|
Q3 2023
Reduced 1.07%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
18,437
shares
|
$5.76 Million
0.48% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
18,432
shares
|
$5.76 Million
0.31% of portfolio
|
Q3 2024
Added 11.97%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
18,420
shares
|
$5.76 Million
2.93% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
18,399
shares
|
$5.75 Million
0.21% of portfolio
|
Q3 2024
Reduced 36.27%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Oct 16, 2024 Q3 2024 |
18,384
shares
|
$5.75 Million
1.53% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Trust Asset Management LLC
Houston, TX |
Nov 13, 2024 Q3 2024 |
18,376
shares
|
$5.74 Million
0.4% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Brick & Kyle, Associates
Newtown, PA |
Nov 14, 2024 Q3 2024 |
18,371
shares
|
$5.74 Million
2.17% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Baldwin Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
18,352
shares
|
$5.74 Million
1.3% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
18,337
shares
|
$5.73 Million
0.02% of portfolio
|
Q3 2024
Added 9.3%
|