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 8 sales; 4,590 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, Q1 2023
Institutional positions in Visa Inc. as of Mar 31, 2023. 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
- 3,440
- +96 vs. Q4 2022
- Shares held
- 1.63B
- +66.9M (+4.3%) vs. Q4 2022
- Total value
- $350.2B
- +$25.3B (+7.8%) vs. Q4 2022
- New holders
- 208
- 1,382 more added
- Sold out
- 112
- 1,492 more reduced
68 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 4,590 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Visa Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 107,544 | $0 | 0.00% | +107,544 | New |
| Sofos Investments, Inc. | 677 | $331 | 0.01% | +469+225.5% | Added |
| Delos Wealth Advisors, LLC | 6 | $1.35K | 0.00% | −125−95.4% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 8 | $1.80K | 0.00% | +8 | New |
| Guardian Wealth Management, Inc. | 8 | $1.83K | 0.00% | 00.0% | Unchanged |
| Resources Management Corp | 196 | $2.00K | 0.00% | −8,482−97.7% | Reduced |
| James Investment Research Inc | 14 | $3.00K | 0.00% | −1−6.7% | Reduced |
| VitalStone Financial, LLC | 19 | $3.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 19 | $4.00K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 18 | $4.06K | 0.00% | −1−5.3% | Reduced |
| USA Financial Portformulas Corp | 19 | $4.28K | 0.01% | +19 | New |
| Nalls Sherbakoff Group, LLC | 22 | $4.89K | 0.00% | +22 | New |
| Thomas J. Herzfeld Advisors, Inc. | 22 | $4.96K | 0.00% | 00.0% | Unchanged |
| Cowen Prime Advisors LLC | 23 | $5.00K | 0.00% | +23 | New |
| Carolina Wealth Advisors, LLC | 23 | $5.19K | 0.00% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 25 | $5.69K | 0.01% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 28 | $6.00K | 0.00% | −6−17.6% | Reduced |
| Your Advocates Ltd., LLP | 27 | $6.09K | 0.00% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 28 | $6.31K | 0.00% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 34 | $7.67K | 0.00% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 39 | $8.68K | 0.00% | +39 | New |
| Cranbrook Wealth Management, LLC | 39 | $8.77K | 0.00% | 00.0% | Unchanged |
| Ranger Investment Management, L.P. | 39 | $8.79K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 39 | $8.79K | 0.01% | +39 | New |
| Hoertkorn Richard Charles | 46 | $10.4K | 0.01% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 46 | $10.4K | 0.02% | 00.0% | Unchanged |
| PayPay Securities Corp | 49 | $11.0K | 0.74% | −16−24.6% | Reduced |
| Belmont Capital, LLC | 54 | $12.2K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 63 | $14.2K | 0.01% | +42+200.0% | Added |
| Highline Wealth Partners LLC | 67 | $15.1K | 0.01% | +6+9.8% | Added |
| West Financial Advisors, LLC | 72 | $16.2K | 0.00% | 00.0% | Unchanged |
| Norwood Financial Corp | 75 | $16.9K | 0.03% | 00.0% | Unchanged |
| Johnson Midwest Financial, LLC | 80 | $18.0K | 0.03% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 84 | $18.9K | 0.02% | 00.0% | Unchanged |
| Financial Synergies Wealth Advisors, Inc. | 89 | $20.1K | 0.00% | +17+23.6% | Added |
| Disciplined Investments, LLC | 90 | $20.3K | 0.01% | −17−15.9% | Reduced |
| Private Ocean, LLC | 95 | $21.4K | 0.00% | −160−62.7% | Reduced |
| Legend Financial Advisors, Inc. | 100 | $22.5K | 0.02% | −292−74.5% | Reduced |
| Global Wealth Strategies & Associates | 100 | $22.5K | 0.01% | −25−20.0% | Reduced |
| Stephenson National Bank & Trust | 101 | $22.8K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 102 | $23.0K | 0.00% | −300−74.6% | Reduced |
| Clear Investment Research, LLC | 109 | $24.6K | 0.04% | −4−3.5% | Reduced |
| DecisionPoint Financial, LLC | 114 | $25.7K | 0.01% | +79+225.7% | Added |
| Grayhawk Investment Strategies Inc. | 87 | $27.0K | 0.01% | +21+31.8% | Added |
| GeoWealth Management, LLC | 128 | $28.0K | 0.00% | +2+1.6% | Added |
| Graham Capital Wealth Management, LLC | 133 | $30.0K | 0.04% | +133 | New |
| Retirement Group, LLC | 133 | $30.0K | 0.01% | +31+30.4% | Added |
| Blue Bell Private Wealth Management, LLC | 136 | $30.7K | 0.01% | −10−6.8% | Reduced |
| McClarren Financial Advisors, Inc. | 153 | $32.0K | 0.03% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 142 | $32.0K | 0.01% | 00.0% | Unchanged |
| Financial Freedom, LLC | 148 | $33.3K | 0.02% | −5−3.3% | Reduced |
| CKW Financial Group | 150 | $34.0K | 0.01% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 151 | $34.0K | 0.02% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 155 | $35.0K | 0.02% | +155 | New |
| Cedar Mountain Advisors, LLC | 157 | $35.4K | 0.01% | −32−16.9% | Reduced |
| Disciplina Capital Management LLC | 162 | $36.4K | 0.01% | −18−10.0% | Reduced |
| JDM Financial Group LLC | 166 | $37.3K | 0.03% | +26+18.6% | Added |
| Rise Advisors, LLC | 167 | $37.7K | 0.03% | +5+3.1% | Added |
| AlphaMark Advisors, LLC | 175 | $39.0K | 0.02% | 00.0% | Unchanged |
| Morgan Dempsey Capital Management LLC | 175 | $39.5K | 0.01% | −25−12.5% | Reduced |
| Eukles Asset Management | 176 | $39.7K | 0.02% | 00.0% | Unchanged |
| Syverson Strege & Co | 177 | $39.8K | 0.02% | +1+0.6% | Added |
| Kalos Management, Inc. | 177 | $39.9K | 0.08% | +177 | New |
| Ritter Daniher Financial Advisory LLC | 179 | $40.4K | 0.02% | 00.0% | Unchanged |
| Essex Investment Management Co LLC | 199 | $44.9K | 0.01% | 00.0% | Unchanged |
| Avion Wealth | 219 | $45.0K | 0.01% | +10+4.8% | Added |
| Atwood & Palmer Inc | 200 | $45.1K | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 200 | $45.1K | 0.04% | 00.0% | Unchanged |
| TD Capital Management LLC | 202 | $45.5K | 0.01% | +1+0.5% | Added |
| Bourgeon Capital Management LLC | 206 | $46.4K | 0.01% | −38−15.6% | Reduced |
| Harvest Group Wealth Management, LLC | 212 | $47.8K | 0.03% | 00.0% | Unchanged |
| NewSquare Capital LLC | 213 | $48.0K | 0.01% | +117+121.9% | Added |
| Ogorek Anthony Joseph | 225 | $50.0K | 0.02% | +225 | New |
| HWG Holdings LP | 228 | $51.4K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 230 | $51.9K | 0.01% | +200+666.7% | Added |
| Stephens Consulting, LLC | 242 | $54.5K | 0.03% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 245 | $55.0K | 0.02% | +38+18.4% | Added |
| Truvestments Capital LLC | 268 | $60.4K | 0.03% | −71−20.9% | Reduced |
| Investors Research Corp | 281 | $63.4K | 0.02% | 00.0% | Unchanged |
| Natixis | 282 | $63.6K | 0.00% | −255−47.5% | Reduced |
| Activest Wealth Management | 285 | $63.6K | 0.04% | −14,352−98.1% | Reduced |
| Schubert & Co | 287 | $64.7K | 0.06% | −5−1.7% | Reduced |
| GW&K Investment Management, LLC | 294 | $66.0K | 0.00% | +294 | New |
| Roble, Belko & Company, Inc | 295 | $67.0K | 0.01% | −16−5.1% | Reduced |
| Lam Group, Inc. | 300 | $67.6K | 0.07% | 00.0% | Unchanged |
| Sageworth Trust Co | 302 | $68.1K | 0.01% | +302 | New |
| Quarry LP | 306 | $69.0K | 0.04% | +306 | New |
| Evolution Advisers, Inc. | 310 | $69.0K | 0.05% | 00.0% | Unchanged |
| BIT Capital GmbH | 311 | $70.1K | 0.01% | +55+21.5% | Added |
| Sturgeon Ventures LLP | 312 | $70.3K | 0.11% | +312 | New |
| Mendota Financial Group, LLC | 320 | $71.0K | 0.07% | 00.0% | Unchanged |
| Mach-1 Financial Group, Inc. | 338 | $76.2K | 0.48% | −9,459−96.5% | Reduced |
| Ayalon Holdings Ltd. | 342 | $77.0K | 0.03% | −5,505−94.2% | Reduced |
| Cyrus J. Lawrence, LLC | 340 | $77.0K | 0.02% | −4−1.2% | Reduced |
| Islay Capital Management, LLC | 350 | $78.9K | 0.08% | −84−19.4% | Reduced |
| Clean Yield Group | 362 | $81.6K | 0.03% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 363 | $81.8K | 0.04% | −1,255−77.6% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 48,416 | $85.7K | 1.98% | +64+0.1% | Added |
| Gleason Group, Inc. | 381 | $85.9K | 0.02% | +1+0.3% | Added |
| DB Wealth Management Group, LLC | 382 | $86.2K | 0.05% | 00.0% | Unchanged |