Pinnacle Associates Ltd

SEC CIK: 0000743127
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

V holding history

Visa Inc. in every 13F filed by Pinnacle Associates Ltd, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

V overview All 13F holders of V Full Q2 2026 holdings

Shares (Q2 2026): 177,218
Value: $60.8M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of V by Pinnacle Associates Ltd, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	177,218	$60.8M	0.7%	+849+0.5%	Added	Holders
Q1 2026	176,369	$53.3M	0.7%	+1,042+0.6%	Added	Holders
Q4 2025	175,327	$61.5M	0.8%	−7,455−4.1%	Reduced	Holders
Q3 2025	182,782	$62.4M	0.8%	−459−0.3%	Reduced	Holders
Q2 2025	183,241	$65.1M	0.9%	−571−0.3%	Reduced	Holders
Q1 2025	183,812	$64.4M	0.9%	−18,587−9.2%	Reduced	Holders
Q4 2024	202,399	$64.0M	0.9%	−8,390−4.0%	Reduced	Holders
Q3 2024	210,789	$54.9M	0.9%	+3,764+1.8%	Added	Holders
Q2 2024	207,025	$54.3M	0.9%	−1,527−0.7%	Reduced	Holders
Q1 2024	208,552	$58.2M	0.9%	−2,237−1.1%	Reduced	Holders
Q4 2023	210,789	$54.9M	0.9%	−729−0.3%	Reduced	Holders
Q3 2023	211,518	$48.7M	0.9%	−1,532−0.7%	Reduced	Holders
Q2 2023	213,050	$50.6M	0.9%	+17,531+9.0%	Added	Holders
Q1 2023	195,519	$44.1M	0.9%	−408−0.2%	Reduced	Holders
Q4 2022	195,927	$40.7M	0.9%	+901+0.5%	Added	Holders
Q3 2022	195,026	$34.6M	0.8%	+2,700+1.4%	Added	Holders
Q2 2022	192,326	$37.9M	0.8%	−4,320−2.2%	Reduced	Holders
Q1 2022	196,646	$43.6M	0.8%	+5,566+2.9%	Added	Holders
Q4 2021	191,080	$41.4M	0.7%	−358−0.2%	Reduced	Holders
Q3 2021	191,438	$42.6M	0.8%	−1,791−0.9%	Reduced	Holders
Q2 2021	193,229	$45.2M	0.8%	−3,311−1.7%	Reduced	Holders
Q1 2021	196,540	$41.6M	0.8%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.