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 |
|---|---|---|---|---|---|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
13,560
shares
|
$4.24 Million
0.15% of portfolio
|
Q2 2022
Reduced 4.94%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
13,533
shares
|
$4.23 Million
1.73% of portfolio
|
Q3 2024
Reduced 10.13%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
13,531
shares
|
$4.23 Million
0.15% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
13,523
shares
|
$4.23 Million
1.31% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
13,418
shares
|
$4.19 Million
1.88% of portfolio
|
Q1 2024
Reduced 1.66%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
13,350
shares
|
$4.17 Million
0.23% of portfolio
|
Q3 2024
Added 5.93%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
13,339
shares
|
$4.17 Million
0.5% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Seven Eight Capital, LP
|
Nov 12, 2024 Q3 2024 |
13,333
shares
|
$4.17 Million
0.35% of portfolio
|
Q3 2024
Reduced 43.76%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
13,320
shares
|
$4.16 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
13,289
shares
|
$4.15 Million
2.51% of portfolio
|
Q3 2024
Reduced 92.22%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
13,281
shares
|
$4.15 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
13,276
shares
|
$4.15 Million
0.65% of portfolio
|
Q3 2024
Added 22.94%
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
13,266
shares
|
$4.15 Million
1.4% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Lynch Asset Management, Inc.
|
Oct 24, 2024 Q3 2024 |
13,200
shares
|
$4.13 Million
1.53% of portfolio
|
Q4 2023
Added 17.86%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
13,189
shares
|
$4.12 Million
0.7% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Manchester Financial Inc
|
Oct 24, 2024 Q3 2024 |
13,118
shares
|
$4.1 Million
0.83% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Oct 18, 2024 Q3 2024 |
13,114
shares
|
$4.1 Million
1.39% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
13,082
shares
|
$4.09 Million
1.0% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
J. Stern & Co. LLP
London, X0 |
Nov 13, 2024 Q3 2024 |
13,082
shares
|
$4.09 Million
0.38% of portfolio
|
Q3 2024
Added 20.6%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
13,073
shares
|
$4.09 Million
0.2% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
13,067
shares
|
$4.08 Million
1.47% of portfolio
|
Q2 2024
Added 3.64%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
13,039
shares
|
$4.08 Million
0.31% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
13,034
shares
|
$4.07 Million
0.13% of portfolio
|
Q3 2023
Reduced 0.16%
|
|
|
Ulland Investment Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
13,009
shares
|
$4.07 Million
2.62% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Cohen Investment Advisors LLC
|
Oct 07, 2024 Q3 2024 |
12,995
shares
|
$4.06 Million
2.18% of portfolio
|
Q3 2024
Added 10.09%
|