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 |
|---|---|---|---|---|---|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
16,006
shares
|
$5 Million
1.14% of portfolio
|
Q3 2024
Added 3.1%
|
|
|
Rmr Wealth Builders
|
Jan 10, 2025 Q4 2024 |
15,885
shares
|
$4.97 Million
0.52% of portfolio
|
Q4 2024
Added 4.45%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Oct 31, 2024 Q3 2024 |
15,864
shares
|
$4.96 Million
1.32% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
William Allan, LLC
|
Nov 14, 2024 Q3 2024 |
15,831
shares
|
$4.95 Million
2.73% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
15,795
shares
|
$4.94 Million
0.27% of portfolio
|
Q4 2023
Reduced 2.18%
|
|
|
Alerus Financial Na
Grand Forks, ND |
Nov 14, 2024 Q3 2024 |
15,795
shares
|
$4.94 Million
0.33% of portfolio
|
Q3 2024
Reduced 66.87%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
15,734
shares
|
$4.92 Million
0.18% of portfolio
|
Q3 2024
Added 2.27%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
15,726
shares
|
$4.92 Million
0.47% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
15,705
shares
|
$4.91 Million
0.92% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
15,702
shares
|
$4.91 Million
0.7% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
15,660
shares
|
$4.9 Million
0.28% of portfolio
|
Q3 2024
Added 26.59%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Oct 11, 2024 Q3 2024 |
15,654
shares
|
$4.89 Million
1.22% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
15,637
shares
|
$4.89 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
15,628
shares
|
$4.89 Million
0.16% of portfolio
|
Q3 2024
Reduced 26.95%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
15,602
shares
|
$4.88 Million
0.33% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Accurate Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
15,592
shares
|
$4.87 Million
0.92% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
15,572
shares
|
$4.87 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.7%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
15,503
shares
|
$4.85 Million
1.92% of portfolio
|
Q3 2024
Reduced 0.96%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
15,480
shares
|
$4.84 Million
1.06% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 10, 2024 Q3 2024 |
15,468
shares
|
$4.84 Million
2.91% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Consolidated Planning Corp
Atlanta, GA |
Oct 31, 2024 Q3 2024 |
15,465
shares
|
$4.83 Million
0.7% of portfolio
|
Q3 2024
Added 21.63%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
15,451
shares
|
$4.83 Million
1.58% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
15,448
shares
|
$4.83 Million
0.45% of portfolio
|
Q3 2024
Added 1.4%
|
|
|
Security Asset Management
|
May 12, 2023 Q1 2023 |
15,446
shares
|
$4.83 Million
2.04% of portfolio
|
Q1 2023
Reduced 22.08%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
15,429
shares
|
$4.82 Million
1.07% of portfolio
|
Q3 2024
Added 1.05%
|