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 |
|---|---|---|---|---|---|
|
Bruderman Asset Management, LLC
Locust Valley, NY |
Aug 15, 2022 Q2 2022 |
8,531
shares
|
$2.63 Million
3.01% of portfolio
|
Q2 2022
Added 3.13%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
8,527
shares
|
$2.62 Million
0.53% of portfolio
|
Q1 2024
Reduced 0.11%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
8,517
shares
|
$2.62 Million
1.68% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Savoie Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,500
shares
|
$2.62 Million
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
8,494
shares
|
$2.61 Million
1.26% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
8,490
shares
|
$2.61 Million
0.3% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
8,486
shares
|
$2.61 Million
0.46% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
8,455
shares
|
$2.6 Million
1.56% of portfolio
|
Q3 2024
Added 11.25%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 31, 2024 Q3 2024 |
8,442
shares
|
$2.6 Million
1.2% of portfolio
|
Q1 2024
Added 0.9%
|
|
|
Triad Investment Management
|
Apr 12, 2024 Q1 2024 |
8,428
shares
|
$2.59 Million
3.02% of portfolio
|
Q1 2024
Reduced 12.58%
|
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Nov 22, 2024 Q3 2024 |
8,375
shares
|
$2.58 Million
0.92% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Bishop Rock Capital, L.P.
New York, NY |
Nov 13, 2023 Q3 2023 |
8,370
shares
|
$2.58 Million
8.59% of portfolio
|
Q3 2023
Reduced 61.68%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
8,367
shares
|
$2.57 Million
0.08% of portfolio
|
Q3 2024
Added 1.38%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
8,362
shares
|
$2.57 Million
0.7% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Meridian Financial Partners LLC
|
Oct 17, 2024 Q3 2024 |
8,347
shares
|
$2.57 Million
1.16% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
8,346
shares
|
$2.57 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
South Shore Capital Advisors
|
Oct 17, 2022 Q3 2022 |
8,344
shares
|
$2.57 Million
3.45% of portfolio
|
Q3 2022
Added 1.26%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
8,317
shares
|
$2.56 Million
0.08% of portfolio
|
Q3 2024
Added 45.0%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Oct 15, 2024 Q3 2024 |
8,301
shares
|
$2.55 Million
0.56% of portfolio
|
Q3 2024
New holding
|
|
|
Systematic Financial Management LP
Teaneck, NJ |
Nov 14, 2024 Q3 2024 |
8,300
shares
|
$2.55 Million
0.06% of portfolio
|
Q1 2020
Reduced 19.42%
|
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
8,270
shares
|
$2.54 Million
1.24% of portfolio
|
Q2 2022
Reduced 2.53%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
8,267
shares
|
$2.54 Million
0.47% of portfolio
|
Q3 2024
Added 6.95%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
8,263
shares
|
$2.54 Million
0.45% of portfolio
|
Q4 2022
Added 379.01%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
8,262
shares
|
$2.54 Million
0.32% of portfolio
|
Q3 2024
Reduced 30.64%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Nov 06, 2024 Q3 2024 |
8,238
shares
|
$2.53 Million
0.84% of portfolio
|
Q3 2024
Added 10.34%
|