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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
7,332
shares
|
$2.26 Million
0.43% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Trust CO Of The South
Greensboro, NC |
Jan 02, 2025 Q4 2024 |
7,329
shares
|
$2.26 Million
0.47% of portfolio
|
Q4 2024
Added 40.0%
|
|
|
Covenant Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
7,319
shares
|
$2.25 Million
0.32% of portfolio
|
Q2 2024
Added 8.93%
|
|
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
7,318
shares
|
$2.25 Million
0.04% of portfolio
|
Q3 2024
Reduced 85.72%
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Oct 31, 2024 Q3 2024 |
7,253
shares
|
$2.23 Million
0.71% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Pavion Blue Capital, LLC
|
Oct 23, 2024 Q3 2024 |
7,234
shares
|
$2.23 Million
0.94% of portfolio
|
Q1 2024
Reduced 0.23%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
7,225
shares
|
$2.22 Million
0.67% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
7,224
shares
|
$2.22 Million
0.83% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
7,221
shares
|
$2.22 Million
0.03% of portfolio
|
Q3 2024
Added 5.97%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Nov 13, 2024 Q3 2024 |
7,220
shares
|
$2.22 Million
0.48% of portfolio
|
Q3 2024
Added 99.45%
|
|
|
Red Cedar Investment Management, LLC
|
Oct 30, 2024 Q3 2024 |
7,214
shares
|
$2.22 Million
0.25% of portfolio
|
Q2 2024
Reduced 25.81%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
7,208
shares
|
$2.22 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
7,188
shares
|
$2.21 Million
0.36% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Paces Ferry Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
7,166
shares
|
$2.21 Million
1.14% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,156
shares
|
$2.2 Million
0.35% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Stone Point Wealth LLC
|
Oct 31, 2024 Q3 2024 |
7,151
shares
|
$2.2 Million
0.64% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
7,150
shares
|
$2.2 Million
0.79% of portfolio
|
Q3 2024
Reduced 18.43%
|
|
|
Cape Ann Savings Bank
Gloucester, MA |
Oct 08, 2024 Q3 2024 |
7,147
shares
|
$2.2 Million
1.15% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
7,140
shares
|
$2.2 Million
0.38% of portfolio
|
Q3 2024
Added 63.42%
|
|
|
Autumn Glory Partners, LLC
|
Oct 24, 2024 Q3 2024 |
7,114
shares
|
$2.19 Million
0.76% of portfolio
|
Q3 2024
Added 40.98%
|
|
|
Hgk Asset Management Inc
|
Oct 31, 2024 Q3 2024 |
7,095
shares
|
$2.18 Million
0.37% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
7,072
shares
|
$2.18 Million
0.91% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Tremblant Capital Group
Stamford, CT |
Nov 14, 2024 Q3 2024 |
7,072
shares
|
$2.18 Million
0.23% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
7,063
shares
|
$2.17 Million
0.27% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
7,059
shares
|
$2.17 Million
0.33% of portfolio
|
Q3 2024
Reduced 81.06%
|