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 |
|---|---|---|---|---|---|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
18,332
shares
|
$5.73 Million
1.55% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Dupree Financial Group, LLC
Lexington, KY |
Oct 22, 2024 Q3 2024 |
18,309
shares
|
$5.72 Million
2.02% of portfolio
|
Q3 2024
New holding
|
|
|
Roberts Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
18,308
shares
|
$5.72 Million
1.72% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
18,289
shares
|
$5.72 Million
0.88% of portfolio
|
Q3 2022
Added 0.83%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 13, 2024 Q3 2024 |
18,264
shares
|
$5.71 Million
0.49% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Bright Rock Capital Management, LLC
|
Oct 03, 2024 Q3 2024 |
18,250
shares
|
$5.7 Million
1.03% of portfolio
|
Q4 2023
Added 265.0%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
18,249
shares
|
$5.7 Million
5.11% of portfolio
|
Q4 2023
Added 2.24%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
18,241
shares
|
$5.7 Million
1.18% of portfolio
|
Q3 2024
Reduced 1.28%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
18,192
shares
|
$5.69 Million
0.19% of portfolio
|
Q4 2024
Reduced 22.35%
|
|
|
Physicians Financial Services, Inc.
Raleigh, NC |
Oct 31, 2024 Q3 2024 |
18,113
shares
|
$5.66 Million
1.56% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
18,105
shares
|
$5.66 Million
1.0% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
18,066
shares
|
$5.65 Million
1.16% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
18,026
shares
|
$5.63 Million
0.34% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
18,025
shares
|
$5.63 Million
1.0% of portfolio
|
Q4 2022
Added 0.87%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,005
shares
|
$5.63 Million
0.63% of portfolio
|
Q2 2024
Added 949.24%
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
18,002
shares
|
$5.63 Million
0.33% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
18,002
shares
|
$5.63 Million
0.13% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
17,973
shares
|
$5.62 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Strategic Global Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
17,956
shares
|
$5.61 Million
0.98% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,944
shares
|
$5.61 Million
0.74% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Thompson Siegel & Walmsley LLC
|
Nov 12, 2024 Q3 2024 |
17,940
shares
|
$5.61 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.49%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
17,931
shares
|
$5.61 Million
0.69% of portfolio
|
Q3 2024
Reduced 16.34%
|
|
|
Roi Financial Advisors, LLC
Beaverton, OR |
Nov 05, 2024 Q3 2024 |
17,922
shares
|
$5.6 Million
3.4% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
17,921
shares
|
$5.6 Million
0.99% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
Signet Investment Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
17,857
shares
|
$5.58 Million
2.46% of portfolio
|
Q3 2024
Reduced 4.75%
|