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 |
|---|---|---|---|---|---|
|
Cherry Creek Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
14,985
shares
|
$4.68 Million
2.19% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
14,976
shares
|
$4.68 Million
0.81% of portfolio
|
Q3 2024
Reduced 16.94%
|
|
|
Beech Hill Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
14,962
shares
|
$4.68 Million
1.61% of portfolio
|
Q3 2024
Added 3.33%
|
|
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
Oct 09, 2024 Q3 2024 |
14,903
shares
|
$4.66 Million
0.85% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Oct 28, 2024 Q3 2024 |
14,880
shares
|
$4.65 Million
1.39% of portfolio
|
Q4 2023
Added 1.47%
|
|
|
Angeles Wealth Management, LLC
|
Oct 29, 2024 Q3 2024 |
14,864
shares
|
$4.65 Million
0.35% of portfolio
|
Q3 2024
Added 26.14%
|
|
|
United Asset Strategies, Inc.
Garden City, NY |
Oct 28, 2024 Q3 2024 |
14,847
shares
|
$4.64 Million
0.38% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
14,843
shares
|
$4.64 Million
0.76% of portfolio
|
Q3 2024
Added 2.02%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
14,826
shares
|
$4.63 Million
0.38% of portfolio
|
Q3 2024
Added 4.5%
|
|
|
Full Sail Capital, LLC
Oklahoma City, OK |
Nov 13, 2024 Q3 2024 |
14,812
shares
|
$4.63 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Ami Investment Management Inc
Kendallville, IN |
Oct 04, 2024 Q3 2024 |
14,750
shares
|
$4.61 Million
1.5% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
14,749
shares
|
$4.61 Million
0.92% of portfolio
|
Q3 2024
Reduced 1.17%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
14,745
shares
|
$4.61 Million
0.4% of portfolio
|
Q3 2024
Added 6.21%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
14,738
shares
|
$4.61 Million
0.99% of portfolio
|
Q1 2024
New holding
|
|
|
Accent Capital Management, LLC
Dayton, OH |
Nov 06, 2024 Q3 2024 |
14,683
shares
|
$4.59 Million
2.32% of portfolio
|
Q3 2024
Reduced 15.77%
|
|
|
Hbw Advisory Services LLC
|
Jan 10, 2025 Q4 2024 |
14,649
shares
|
$4.58 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
14,623
shares
|
$4.57 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
14,614
shares
|
$4.57 Million
0.68% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Leeward Financial Partners, LLC
|
Oct 29, 2024 Q3 2024 |
14,608
shares
|
$4.57 Million
1.53% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
14,584
shares
|
$4.56 Million
1.59% of portfolio
|
Q3 2024
Added 1.28%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
14,559
shares
|
$4.55 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
14,558
shares
|
$4.55 Million
1.48% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Northcape Wealth Management, LLC
Williamsville, NY |
Nov 06, 2024 Q3 2024 |
14,557
shares
|
$4.55 Million
1.31% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Jackson Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
14,512
shares
|
$4.54 Million
0.68% of portfolio
|
Q3 2024
Added 57.67%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
14,507
shares
|
$4.53 Million
1.66% of portfolio
|
Q3 2024
Reduced 2.91%
|