Institutional Ownership Visa Inc. (V)
This table provides information about the institutional ownership of Visa Inc. (V). We have compiled data on the 4,257 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 $443 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Oct 10, 2024 Q3 2024 |
12,135
shares
|
$3.73 Million
0.19% of portfolio
|
Q3 2024
Reduced 69.22%
|
|
|
Baker Tilly Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12,117
shares
|
$3.73 Million
1.54% of portfolio
|
Q4 2024
Added 5.22%
|
|
|
Forge First Asset Management Inc.
Toronto, Ontario, Z4 |
Nov 08, 2024 Q3 2024 |
12,100
shares
|
$3.72 Million
1.82% of portfolio
|
Q3 2024
Reduced 41.82%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
12,087
shares
|
$3.72 Million
0.2% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Sterling Investment Counsel, LLC
|
Oct 22, 2024 Q3 2024 |
12,038
shares
|
$3.7 Million
1.18% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
12,013
shares
|
$3.7 Million
0.9% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
12,001
shares
|
$3.69 Million
1.69% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
11,970
shares
|
$3.68 Million
0.72% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
11,934
shares
|
$3.67 Million
1.38% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Nov 14, 2024 Q3 2024 |
11,886
shares
|
$3.66 Million
0.77% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Stableford Capital Ii LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
11,877
shares
|
$3.65 Million
1.29% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
11,875
shares
|
$3.65 Million
1.25% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Arjuna Capital
|
Nov 05, 2024 Q3 2024 |
11,874
shares
|
$3.65 Million
0.87% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
11,870
shares
|
$3.65 Million
0.57% of portfolio
|
Q3 2024
Added 95.13%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
11,867
shares
|
$3.65 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Fernwood Investment Management, LLC
Quincy, MA |
Oct 29, 2024 Q3 2024 |
11,827
shares
|
$3.64 Million
1.07% of portfolio
|
Q3 2024
Reduced 9.29%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Nov 01, 2024 Q3 2024 |
11,812
shares
|
$3.63 Million
1.34% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
11,793
shares
|
$3.63 Million
0.56% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Marshall Financial Group LLC
|
Oct 16, 2024 Q3 2024 |
11,779
shares
|
$3.62 Million
0.79% of portfolio
|
Q3 2024
Added 15.58%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
11,774
shares
|
$3.62 Million
0.27% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
11,751
shares
|
$3.62 Million
1.39% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
11,731
shares
|
$3.61 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.85%
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
11,714
shares
|
$3.6 Million
0.51% of portfolio
|
Q3 2024
Added 3.87%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
11,701
shares
|
$3.6 Million
2.19% of portfolio
|
Q3 2023
Reduced 68.5%
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
11,699
shares
|
$3.6 Million
0.45% of portfolio
|
Q3 2024
Added 0.54%
|