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 |
|---|---|---|---|---|---|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
6,214
shares
|
$1.91 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
6,190
shares
|
$1.9 Million
0.83% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
6,188
shares
|
$1.9 Million
0.44% of portfolio
|
Q3 2024
Reduced 31.32%
|
|
|
Wills Financial Group, Inc.
|
Nov 14, 2024 Q3 2024 |
6,167
shares
|
$1.9 Million
0.76% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Glass Wealth Management CO LLC
San Antonio, TX |
Nov 07, 2024 Q3 2024 |
6,157
shares
|
$1.89 Million
0.94% of portfolio
|
Q3 2024
Added 16.83%
|
|
|
Monument Capital Management
|
Oct 15, 2024 Q3 2024 |
6,153
shares
|
$1.89 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Buckley Wealth Management, LLC
|
Oct 18, 2024 Q3 2024 |
6,135
shares
|
$1.89 Million
0.53% of portfolio
|
Q3 2024
Added 35.13%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
6,121
shares
|
$1.88 Million
0.14% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
6,121
shares
|
$1.88 Million
1.12% of portfolio
|
Q3 2024
Added 34.79%
|
|
|
Lodestone Wealth Management LLC
Spokane, WA |
Oct 29, 2024 Q3 2024 |
6,118
shares
|
$1.88 Million
0.84% of portfolio
|
Q3 2024
Reduced 16.92%
|
|
|
First Command Advisory Services, Inc.
|
Oct 25, 2024 Q3 2024 |
6,114
shares
|
$1.88 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
6,101
shares
|
$1.88 Million
0.87% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
6,094
shares
|
$1.88 Million
0.9% of portfolio
|
Q2 2024
Reduced 8.61%
|
|
|
Grandview Asset Management LLC
|
Oct 04, 2024 Q3 2024 |
6,046
shares
|
$1.86 Million
0.95% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
6,034
shares
|
$1.86 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Somerville Kurt F
|
Nov 12, 2024 Q3 2024 |
6,032
shares
|
$1.86 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
6,027
shares
|
$1.85 Million
0.32% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Amica Retiree Medical Trust
|
Nov 12, 2024 Q3 2024 |
6,009
shares
|
$1.85 Million
1.37% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,006
shares
|
$1.85 Million
0.46% of portfolio
|
Q2 2022
Added 17.03%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
5,988
shares
|
$1.84 Million
0.53% of portfolio
|
Q3 2024
Added 12.47%
|
|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
5,987
shares
|
$1.84 Million
0.72% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
5,986
shares
|
$1.84 Million
0.31% of portfolio
|
Q4 2024
Added 53.06%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
5,956
shares
|
$1.83 Million
0.18% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Foresight Global Investors, Inc.
Purchase, NY |
Nov 12, 2024 Q3 2024 |
5,955
shares
|
$1.83 Million
0.89% of portfolio
|
Q3 2024
Added 7.2%
|
|
|
Sandbox Financial Partners, LLC
Bethesda, MD |
Oct 07, 2024 Q3 2024 |
5,949
shares
|
$1.83 Million
0.59% of portfolio
|
Q3 2024
Reduced 2.81%
|