Visa Inc.
V- Exchange
- NYSE
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001403161
In the last 90 days, Visa Inc. insiders filed 0 open-market purchases and 7 sales; 4,591 institutions reported holding it in 13F filings for Q2 2026, worth $512.0B in total; 17 superinvestors hold it, including TCI Fund Management and Viking Global Investors.
13F holders, Q4 2022
Institutional positions in Visa Inc. as of Dec 31, 2022. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 3,412
- +294 vs. Q3 2022
- Shares held
- 1.56B
- +7.51M (+0.5%) vs. Q3 2022
- Total value
- $325.1B
- +$48.2B (+17.4%) vs. Q3 2022
- New holders
- 388
- 1,289 more added
- Sold out
- 94
- 1,389 more reduced
66 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2022: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting V on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,591 | $512.0B |
| Q1 2026 | 4,488 | $442.9B |
| Q4 2025 | 4,621 | $523.0B |
| Q3 2025 | 4,320 | $503.9B |
| Q2 2025 | 4,352 | $534.6B |
| Q1 2025 | 4,289 | $534.6B |
| Q4 2024 | 4,293 | $481.4B |
| Q3 2024 | 3,878 | $417.7B |
| Q2 2024 | 3,840 | $400.1B |
| Q1 2024 | 3,859 | $424.2B |
| Q4 2023 | 3,782 | $394.4B |
| Q3 2023 | 3,523 | $349.8B |
| Q2 2023 | 3,495 | $364.7B |
| Q1 2023 | 3,440 | $350.2B |
| Q4 2022 | 3,412 | $325.1B |
| Q3 2022 | 3,184 | $278.4B |
| Q2 2022 | 3,244 | $305.2B |
| Q1 2022 | 3,307 | $344.1B |
| Q4 2021 | 3,289 | $337.1B |
| Q3 2021 | 3,063 | $351.8B |
| Q2 2021 | 3,055 | $372.6B |
| Q1 2021 | 3,028 | $339.1B |
Institutions, Q4 2022
Shares, value and share of portfolio for each institution holding Visa Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Baron Wealth Management LLC | 2,864 | $595.0K | 0.46% | +2,864 | New |
| Wedge Capital Management L L P | 2,869 | $596.0K | 0.01% | +24+0.8% | Added |
| Valmark Advisers, Inc. | 2,872 | $596.6K | 0.01% | −8−0.3% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,875 | $597.1K | 0.49% | −148−4.9% | Reduced |
| Truefg, LLC | 2,880 | $598.3K | 0.29% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 2,884 | $599.3K | 0.06% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,885 | $599.4K | 0.73% | −509−15.0% | Reduced |
| Red Lighthouse Investment Management, LLC | 2,889 | $600.2K | 0.30% | +2,889 | New |
| True North Advisors, LLC | 2,893 | $601.0K | 0.20% | +7+0.2% | Added |
| Palisades Hudson Asset Management, L.P. | 2,897 | $602.0K | 0.33% | +6+0.2% | Added |
| SOA Wealth Advisors, LLC. | 2,898 | $602.2K | 0.16% | +45+1.6% | Added |
| Curtis Advisory Group, LLC | 2,900 | $602.5K | 0.24% | −155−5.1% | Reduced |
| Lokken Investment Group LLC | 2,902 | $603.0K | 0.48% | +110+3.9% | Added |
| Vivaldi Capital Management, LLC | 2,759 | $603.1K | 0.15% | +541+24.4% | Added |
| Ellis Investment Partners, LLC | 2,905 | $603.5K | 0.16% | +6+0.2% | Added |
| Legacy Advisors, LLC | 2,910 | $604.6K | 0.11% | −1,796−38.2% | Reduced |
| Barr E S & Co | 2,915 | $605.6K | 0.05% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 2,917 | $606.1K | 0.08% | +267+10.1% | Added |
| Missouri Trust & Investment Co | 2,920 | $607.0K | 0.36% | −70−2.3% | Reduced |
| Primoris Wealth Advisors, LLC | 2,933 | $609.4K | 0.94% | +80+2.8% | Added |
| VisionPoint Advisory Group, LLC | 2,666 | $610.2K | 0.25% | −24−0.9% | Reduced |
| Phillips Wealth Planners LLC | 2,669 | $610.9K | 1.07% | +2,669 | New |
| Laraway Financial Inc | 2,950 | $612.9K | 0.64% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 2,965 | $616.0K | 0.10% | +380+14.7% | Added |
| Mizuho Securities Co. Ltd. | 2,970 | $617.0K | 1.72% | −5,367−64.4% | Reduced |
| LWM Advisory Services, LLC | 2,883 | $617.2K | 0.68% | −2,230−43.6% | Reduced |
| Vicus Capital | 2,972 | $617.5K | 0.07% | −247−7.7% | Reduced |
| Optimum Investment Advisors | 2,981 | $619.3K | 0.34% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 2,987 | $620.8K | 0.38% | +29+1.0% | Added |
| Provence Wealth Management Group | 3,008 | $624.9K | 0.51% | +3,008 | New |
| OneAscent Wealth Management LLC | 3,006 | $625.0K | 0.29% | −104−3.3% | Reduced |
| Wealth Enhancement & Preservation of GA, LLC | 3,010 | $625.3K | 1.02% | +764+34.0% | Added |
| Bowman & Co S.C. | 3,014 | $626.2K | 0.49% | +289+10.6% | Added |
| Cedrus LLC | 3,014 | $626.2K | 0.50% | +98+3.4% | Added |
| Global Assets Advisory, LLC | 3,014 | $626.3K | 0.66% | +16+0.5% | Added |
| Hamel Associates, Inc. | 3,015 | $626.4K | 0.22% | −80−2.6% | Reduced |
| BMS Financial Advisors, LLC | 3,015 | $626.4K | 0.42% | −58−1.9% | Reduced |
| Integrated Investment Consultants, LLC | 3,017 | $626.8K | 0.21% | +567+23.1% | Added |
| Marino, Stram & Associates LLC | 3,018 | $627.0K | 0.20% | +11+0.4% | Added |
| West Paces Advisors Inc. | 3,021 | $627.6K | 0.20% | +27+0.9% | Added |
| Sargent Investment Group, LLC | 3,031 | $629.7K | 0.20% | −750−19.8% | Reduced |
| Beirne Wealth Consulting Services, LLC | 2,646 | $631.8K | 0.31% | +1,053+66.1% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,042 | $632.0K | 0.40% | 00.0% | Unchanged |
| Eqis Capital Management, Inc. | 3,044 | $632.4K | 0.07% | −747−19.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 3,048 | $633.3K | 0.15% | +523+20.7% | Added |
| 360 Financial, Inc. | 3,570 | $634.1K | 0.41% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 3,054 | $634.5K | 0.12% | −160−5.0% | Reduced |
| Masso Torrence Wealth Management Inc. | 3,057 | $635.1K | 0.51% | −24−0.8% | Reduced |
| MTM Investment Management, LLC | 3,058 | $635.4K | 0.33% | +255+9.1% | Added |
| Pacific Capital Wealth Advisors, Inc | 3,066 | $637.0K | 0.16% | −1,455−32.2% | Reduced |
| Burton Enright Welch | 3,069 | $637.6K | 0.27% | −60−1.9% | Reduced |
| Spears Abacus Advisors LLC | 3,074 | $638.7K | 0.06% | +1,408+84.5% | Added |
| First Bank & Trust | 3,076 | $639.0K | 0.18% | +13+0.4% | Added |
| Norway Savings Bank | 3,076 | $639.1K | 0.33% | +105+3.5% | Added |
| State of Wyoming | 3,077 | $639.3K | 0.21% | −1,320−30.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 3,077 | $639.3K | 0.33% | +338+12.3% | Added |
| ICA Group Wealth Management, LLC | 3,064 | $641.0K | 0.15% | −8,483−73.5% | Reduced |
| Annandale Capital, LLC | 3,084 | $641.0K | 0.21% | 00.0% | Unchanged |
| West Family Investments, Inc. | 3,086 | $641.1K | 0.22% | −2,445−44.2% | Reduced |
| Heartwood Wealth Advisors LLC | 3,115 | $647.2K | 0.10% | +327+11.7% | Added |
| Sunflower Bank, N.A. | 3,121 | $648.0K | 0.14% | −181−5.5% | Reduced |
| Inspirion Wealth Advisors, LLC | 3,119 | $648.0K | 0.14% | −25−0.8% | Reduced |
| Madison Wealth Partners, Inc | 3,122 | $648.6K | 0.38% | +25+0.8% | Added |
| Penn Davis McFarland Inc | 3,133 | $651.0K | 0.13% | −17−0.5% | Reduced |
| Hoese & Co LLP | 3,004 | $652.0K | 0.69% | −10−0.3% | Reduced |
| Wealth Architects, LLC | 3,150 | $654.5K | 0.12% | −126−3.8% | Reduced |
| Rock Creek Group, LP | 3,163 | $657.1K | 0.08% | +514+19.4% | Added |
| REDW Wealth LLC | 3,167 | $658.0K | 0.23% | −264−7.7% | Reduced |
| Kanawha Capital Management LLC | 3,172 | $659.0K | 0.06% | +400+14.4% | Added |
| Cardiff Park Advisors, LLC | 3,173 | $659.2K | 0.09% | −406−11.3% | Reduced |
| Plancorp, LLC | 3,175 | $659.6K | 0.04% | −449−12.4% | Reduced |
| Fairfield, Bush & Co. | 3,175 | $659.6K | 0.44% | +190+6.4% | Added |
| SNS Financial Group, LLC | 3,177 | $660.1K | 0.09% | +175+5.8% | Added |
| Morton Capital Management LLC | 3,187 | $662.1K | 0.26% | +76+2.4% | Added |
| Traverso Chambers Private Wealth Management, LLC | 3,188 | $662.3K | 0.19% | −54−1.7% | Reduced |
| Wealth Management Associates, Inc. | 3,198 | $664.5K | 0.44% | −338−9.6% | Reduced |
| Kearns & Associates LLC | 3,200 | $664.8K | 0.70% | +3,200 | New |
| North Star Investment Management Corp. | 3,207 | $666.3K | 0.06% | +56+1.8% | Added |
| Blodgett Wealth Advisors, LLC | 3,210 | $666.9K | 0.81% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 3,222 | $669.4K | 0.43% | −3,407−51.4% | Reduced |
| Diversified Portfolios, Inc. | 3,232 | $671.4K | 0.15% | 00.0% | Unchanged |
| Front Barnett Associates LLC | 3,240 | $673.0K | 0.09% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 3,240 | $673.2K | 0.24% | +91+2.9% | Added |
| Green Harvest Asset Management LLC | 3,242 | $673.6K | 0.03% | +3,242 | New |
| KRS Capital Management, LLC | 3,242 | $673.6K | 0.92% | +10.0% | Added |
| Mendel Capital Management LLC | 3,246 | $674.3K | 0.70% | −230−6.6% | Reduced |
| BDO Wealth Advisors, LLC | 3,261 | $677.5K | 0.08% | −54−1.6% | Reduced |
| Gladius Capital Management LP | 3,263 | $677.9K | 0.21% | −17,357−84.2% | Reduced |
| Kaizen Financial Strategies | 3,039 | $677.9K | 0.67% | −627−17.1% | Reduced |
| Indie Asset Partners, LLC | 3,268 | $679.0K | 0.74% | −23−0.7% | Reduced |
| Lavaca Capital LLC | 3,282 | $680.9K | 0.27% | +1,348+69.7% | Added |
| PBMares Wealth Management LLC | 3,283 | $682.2K | 0.28% | −490−13.0% | Reduced |
| Detalus Advisors, LLC | 3,287 | $683.0K | 0.33% | +16+0.5% | Added |
| Marietta Investment Partners LLC | 3,288 | $683.1K | 0.19% | +145+4.6% | Added |
| Worth Financial Advisory Group, LLC | 3,298 | $685.2K | 0.80% | +3,298 | New |
| Concord Wealth Partners | 3,299 | $685.4K | 0.21% | −1,058−24.3% | Reduced |
| Beacon Investment Advisory Services, Inc. | 3,307 | $687.1K | 0.04% | −200−5.7% | Reduced |
| Ackerman Capital Advisors, LLC | 3,318 | $689.3K | 0.19% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 3,320 | $689.7K | 0.12% | +339+11.4% | Added |
| Perennial Investment Advisors, LLC | 3,327 | $691.4K | 0.28% | +89+2.7% | Added |