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 |
|---|---|---|---|---|---|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
7,828
shares
|
$2.41 Million
0.34% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
7,817
shares
|
$2.41 Million
0.87% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
7,811
shares
|
$2.4 Million
0.08% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Lafayette Investments, Inc.
|
Oct 22, 2024 Q3 2024 |
7,807
shares
|
$2.4 Million
0.46% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
7,783
shares
|
$2.39 Million
0.79% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
7,783
shares
|
$2.39 Million
0.47% of portfolio
|
Q3 2024
Added 9.96%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
7,778
shares
|
$2.39 Million
1.26% of portfolio
|
Q3 2024
Added 6.4%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
7,767
shares
|
$2.39 Million
0.54% of portfolio
|
Q4 2024
Added 9.7%
|
|
|
Milestone Resources Group LTD
|
Dec 09, 2024 Q3 2024 |
7,761
shares
|
$2.39 Million
0.07% of portfolio
|
Q3 2024
Reduced 97.54%
|
|
|
Ballast Advisors LLC
|
Oct 30, 2024 Q3 2024 |
7,748
shares
|
$2.38 Million
0.66% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
7,698
shares
|
$2.37 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.4%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
7,697
shares
|
$2.37 Million
0.03% of portfolio
|
Q3 2024
Reduced 89.61%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
7,695
shares
|
$2.37 Million
0.64% of portfolio
|
Q1 2023
Added 0.3%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
7,693
shares
|
$2.37 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Nov 13, 2024 Q3 2024 |
7,690
shares
|
$2.37 Million
0.27% of portfolio
|
Q3 2024
Added 369.19%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
7,673
shares
|
$2.36 Million
0.78% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
Nov 08, 2024 Q3 2024 |
7,671
shares
|
$2.36 Million
0.54% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
7,649
shares
|
$2.35 Million
0.28% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
7,646
shares
|
$2.35 Million
0.82% of portfolio
|
Q3 2024
Added 68.04%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Oct 17, 2024 Q3 2024 |
7,631
shares
|
$2.35 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
7,610
shares
|
$2.34 Million
0.51% of portfolio
|
Q1 2023
Added 55.05%
|
|
|
Srn Advisors, LLC
Huntingdon Valley, PA |
Oct 24, 2024 Q3 2024 |
7,607
shares
|
$2.34 Million
1.85% of portfolio
|
Q3 2024
Reduced 6.77%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
7,593
shares
|
$2.34 Million
0.19% of portfolio
|
Q3 2024
Reduced 44.95%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
7,589
shares
|
$2.34 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
7,567
shares
|
$2.33 Million
0.24% of portfolio
|
Q3 2024
Added 3.39%
|