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 |
|---|---|---|---|---|---|
|
Tilia Fiduciary Partners, Inc.
|
Jan 10, 2025 Q4 2024 |
11,639
shares
|
$3.58 Million
2.55% of portfolio
|
Q4 2024
Added 3.49%
|
|
|
Koa Wealth Management, LLC
Encinitas, CA |
Nov 06, 2024 Q3 2024 |
11,628
shares
|
$3.58 Million
2.47% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Glynn Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
11,620
shares
|
$3.58 Million
0.88% of portfolio
|
Q3 2024
Reduced 41.9%
|
|
|
Lederer & Associates Investment Counsel
Long Beach, CA |
Oct 24, 2024 Q3 2024 |
11,602
shares
|
$3.57 Million
2.24% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Scientech Research LLC
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
11,577
shares
|
$3.56 Million
0.63% of portfolio
|
Q3 2024
Added 135.93%
|
|
|
Bbr Partners, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,562
shares
|
$3.56 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Compton Wealth Advisory Group, LLC
|
Oct 10, 2024 Q3 2024 |
11,548
shares
|
$3.55 Million
0.81% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Guardian Investment Management
|
Oct 10, 2024 Q3 2024 |
11,540
shares
|
$3.55 Million
2.55% of portfolio
|
Q3 2024
Reduced 66.49%
|
|
|
Atlas Private Wealth Management
|
Apr 15, 2024 Q1 2024 |
11,535
shares
|
$3.55 Million
1.42% of portfolio
|
Q1 2024
Added 7.5%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
11,519
shares
|
$3.54 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
11,502
shares
|
$3.54 Million
0.57% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Brasada Capital Management, LP
Houston, TX |
Nov 14, 2024 Q3 2024 |
11,479
shares
|
$3.53 Million
0.6% of portfolio
|
Q3 2024
Added 5.8%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
11,476
shares
|
$3.53 Million
2.23% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
11,454
shares
|
$3.52 Million
0.38% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
180 Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
11,437
shares
|
$3.52 Million
0.5% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
American Investment Services, Inc.
|
Nov 14, 2024 Q3 2024 |
11,419
shares
|
$3.51 Million
0.54% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
11,346
shares
|
$3.49 Million
0.26% of portfolio
|
Q3 2024
Reduced 10.48%
|
|
|
Sterling Investment Management, LLC
|
Oct 18, 2024 Q3 2024 |
11,338
shares
|
$3.49 Million
2.45% of portfolio
|
Q3 2024
Added 40.53%
|
|
|
Navalign, LLC
|
Oct 31, 2024 Q3 2024 |
11,294
shares
|
$3.48 Million
0.92% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Martin Capital Advisors, LLP
|
Oct 11, 2024 Q3 2024 |
11,221
shares
|
$3.45 Million
2.2% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Oct 25, 2024 Q3 2024 |
11,206
shares
|
$3.45 Million
0.9% of portfolio
|
Q2 2024
Added 20.82%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
11,204
shares
|
$3.45 Million
1.09% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Fosun International LTD
|
Nov 14, 2024 Q3 2024 |
11,201
shares
|
$3.45 Million
2.92% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Lindsell Train LTD
London, X0 |
Oct 17, 2024 Q3 2024 |
11,200
shares
|
$3.45 Million
0.08% of portfolio
|
Q3 2024
Added 45.45%
|
|
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
Nov 08, 2024 Q3 2024 |
11,164
shares
|
$3.44 Million
1.03% of portfolio
|
Q3 2024
Reduced 0.52%
|