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 |
|---|---|---|---|---|---|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
9,206
shares
|
$2.83 Million
0.6% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
9,194
shares
|
$2.83 Million
0.36% of portfolio
|
Q3 2024
Added 42.68%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
9,188
shares
|
$2.83 Million
1.25% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
9,182
shares
|
$2.83 Million
0.23% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Alaethes Wealth LLC
Glenbrook, NV |
Nov 14, 2024 Q3 2024 |
9,174
shares
|
$2.82 Million
0.97% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
9,167
shares
|
$2.82 Million
0.31% of portfolio
|
Q3 2024
Added 15.21%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
9,151
shares
|
$2.82 Million
1.23% of portfolio
|
Q4 2022
Reduced 0.22%
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
9,148
shares
|
$2.81 Million
1.06% of portfolio
|
Q3 2024
Added 7.99%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
9,147
shares
|
$2.81 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Nov 20, 2024 Q3 2024 |
9,137
shares
|
$2.81 Million
1.65% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Titan Global Capital Management Usa LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
9,113
shares
|
$2.8 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
9,109
shares
|
$2.8 Million
0.64% of portfolio
|
Q3 2024
Added 11.55%
|
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
9,105
shares
|
$2.8 Million
1.57% of portfolio
|
Q3 2024
Added 75.77%
|
|
|
Aafmaa Wealth Management & Trust LLC
|
Oct 16, 2024 Q3 2024 |
9,102
shares
|
$2.8 Million
1.12% of portfolio
|
Q3 2024
Added 4.77%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
9,082
shares
|
$2.79 Million
0.17% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Schear Investment Advisers, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
9,079
shares
|
$2.79 Million
1.6% of portfolio
|
Q3 2024
Added 10.5%
|
|
|
Selective Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
9,067
shares
|
$2.79 Million
1.04% of portfolio
|
Q3 2024
Reduced 7.78%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Oct 15, 2024 Q3 2024 |
9,064
shares
|
$2.79 Million
1.53% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
9,023
shares
|
$2.78 Million
0.45% of portfolio
|
Q3 2024
Added 13.96%
|
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
8,991
shares
|
$2.77 Million
1.06% of portfolio
|
Q4 2023
Added 14.35%
|
|
|
Ellsworth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,983
shares
|
$2.76 Million
0.65% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
8,937
shares
|
$2.75 Million
2.01% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
8,926
shares
|
$2.75 Million
0.16% of portfolio
|
Q3 2024
Added 58.21%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
8,894
shares
|
$2.74 Million
0.39% of portfolio
|
Q3 2024
Added 3.97%
|
|
|
Pictet Bank & Trust LTD
|
Oct 18, 2024 Q3 2024 |
8,885
shares
|
$2.73 Million
2.47% of portfolio
|
Q3 2024
Reduced 3.21%
|