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; 4,592 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
- 3,439
- +96 vs. Q4 2022
- Shares held
- 1.63B
- +66.9M (+4.3%) vs. Q4 2022
- Total value
- $350.1B
- +$25.3B (+7.8%) vs. Q4 2022
- New holders
- 208
- 1,381 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 | 4,592 | $512.0B |
| Q1 2026 | 4,487 | $442.9B |
| Q4 2025 | 4,620 | $523.0B |
| Q3 2025 | 4,319 | $503.9B |
| Q2 2025 | 4,351 | $534.6B |
| Q1 2025 | 4,288 | $534.6B |
| Q4 2024 | 4,292 | $481.4B |
| Q3 2024 | 3,877 | $417.7B |
| Q2 2024 | 3,839 | $400.1B |
| Q1 2024 | 3,858 | $424.2B |
| Q4 2023 | 3,781 | $394.4B |
| Q3 2023 | 3,522 | $349.8B |
| Q2 2023 | 3,494 | $364.7B |
| Q1 2023 | 3,439 | $350.1B |
| Q4 2022 | 3,411 | $325.1B |
| Q3 2022 | 3,183 | $278.4B |
| Q2 2022 | 3,243 | $305.2B |
| Q1 2022 | 3,306 | $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 |
|---|---|---|---|---|---|
| Ropes Wealth Advisors LLC | 8,230 | $1.86M | 0.34% | +145+1.8% | Added |
| Radnor Capital Management, LLC | 8,255 | $1.86M | 0.49% | +135+1.7% | Added |
| Legacy Private Trust Co. | 8,274 | $1.87M | 0.16% | −48−0.6% | Reduced |
| Trust Co | 8,279 | $1.87M | 0.28% | −121−1.4% | Reduced |
| Balboa Wealth Partners | 8,286 | $1.87M | 0.71% | +275+3.4% | Added |
| Dudley Capital Management, LLC | 8,287 | $1.87M | 1.31% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 8,295 | $1.87M | 1.51% | +14+0.2% | Added |
| Systematic Financial Management LP | 8,300 | $1.87M | 0.06% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 8,300 | $1.87M | 0.48% | +8,300 | New |
| Dynamic Technology Lab Private Ltd | 8,304 | $1.87M | 0.17% | −4,274−34.0% | Reduced |
| Audent Global Asset Management, LLC | 8,305 | $1.87M | 2.63% | −387−4.5% | Reduced |
| First Nebraska Trust Co | 8,309 | $1.87M | 0.24% | 00.0% | Unchanged |
| Lakeview Capital Partners, LLC | 8,137 | $1.88M | 0.58% | −11−0.1% | Reduced |
| Guardian Wealth Advisors, LLC | 8,352 | $1.88M | 0.33% | +449+5.7% | Added |
| DeDora Capital, Inc. | 8,353 | $1.88M | 0.80% | +26+0.3% | Added |
| Foresight Global Investors, Inc. | 8,356 | $1.88M | 1.35% | +8,356 | New |
| Vise Technologies, Inc. | 8,357 | $1.88M | 0.50% | +349+4.4% | Added |
| Private Harbour Investment Management & Counsel, LLC | 8,359 | $1.88M | 2.12% | −190−2.2% | Reduced |
| Derbend Asset Management | 8,385 | $1.89M | 1.42% | −934−10.0% | Reduced |
| Northwest Bancshares, Inc. | 8,389 | $1.89M | 0.36% | −309−3.6% | Reduced |
| Inscription Capital, LLC | 8,419 | $1.90M | 0.50% | +374+4.6% | Added |
| Tilt Investment Management Holdings, PBC | 8,588 | $1.90M | 1.41% | +1,108+14.8% | Added |
| Oakworth Capital, Inc. | 8,472 | $1.91M | 0.17% | −21−0.2% | Reduced |
| Alaethes Wealth LLC | 8,488 | $1.91M | 1.12% | +518+6.5% | Added |
| Regal Investment Advisors LLC | 8,488 | $1.91M | 0.17% | −1,778−17.3% | Reduced |
| Biltmore Family Office, LLC | 8,493 | $1.91M | 0.40% | −1,502−15.0% | Reduced |
| Deane Retirement Strategies, Inc. | 8,509 | $1.92M | 1.06% | +51+0.6% | Added |
| Exchange Traded Concepts, LLC | 8,537 | $1.92M | 0.05% | +857+11.2% | Added |
| Virtue Capital Management, LLC | 8,444 | $1.93M | 0.32% | −331−3.8% | Reduced |
| Peninsula Wealth, LLC | 8,563 | $1.93M | 0.56% | −332−3.7% | Reduced |
| DAGCO, Inc. | 8,569 | $1.93M | 1.04% | −227−2.6% | Reduced |
| Corundum Group, Inc. | 8,578 | $1.93M | 0.91% | +1,810+26.7% | Added |
| Abundance Wealth Counselors | 8,595 | $1.94M | 0.49% | −271−3.1% | Reduced |
| RFG Advisory, LLC | 8,596 | $1.94M | 0.09% | +322+3.9% | Added |
| Platform Technology Partners | 8,614 | $1.94M | 0.96% | −491−5.4% | Reduced |
| HPC Germany GmbH & Co. KG | 8,645 | $1.95M | 2.46% | 00.0% | Unchanged |
| PCJ Investment Counsel Ltd. | 8,650 | $1.95M | 0.77% | +8,650 | New |
| WealthTrust Asset Management, LLC | 8,657 | $1.95M | 1.86% | −285−3.2% | Reduced |
| Systematic Alpha Investments, LLC | 8,673 | $1.96M | 0.10% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 8,683 | $1.96M | 0.31% | +138+1.6% | Added |
| Geneos Wealth Management Inc. | 8,724 | $1.97M | 0.12% | −3,468−28.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 8,743 | $1.97M | 0.14% | −606−6.5% | Reduced |
| Emfo, LLC | 8,746 | $1.97M | 1.87% | +400+4.8% | Added |
| Baker Avenue Asset Management, LP | 8,753 | $1.97M | 0.11% | −6,781−43.7% | Reduced |
| Gryphon Financial Partners LLC | 8,768 | $1.98M | 0.46% | −166−1.9% | Reduced |
| Callahan Advisors, LLC | 8,770 | $1.98M | 0.26% | +100+1.2% | Added |
| First Heartland Consultants, Inc. | 8,784 | $1.98M | 0.30% | −248−2.7% | Reduced |
| Indiana Trust & Investment Management CO | 8,791 | $1.98M | 1.07% | +338+4.0% | Added |
| Tilia Fiduciary Partners, Inc. | 8,832 | $1.99M | 1.90% | −229−2.5% | Reduced |
| Wesbanco Bank Inc | 8,843 | $1.99M | 0.09% | +168+1.9% | Added |
| Alterity Financial Group, LLC | 8,853 | $2.00M | 2.92% | +57+0.6% | Added |
| Thomas White International Ltd | 8,854 | $2.00M | 0.42% | +1,645+22.8% | Added |
| Private Advisory Group LLC | 8,913 | $2.01M | 0.43% | +718+8.8% | Added |
| SkyOak Wealth, LLC | 8,918 | $2.01M | 0.61% | +299+3.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 8,919 | $2.01M | 0.41% | +435+5.1% | Added |
| Terra Nova Asset Management LLC | 8,946 | $2.02M | 1.98% | +160+1.8% | Added |
| Intellectus Partners, LLC | 8,969 | $2.02M | 0.64% | −151−1.7% | Reduced |
| Trustmark National Bank Trust Department | 8,985 | $2.03M | 0.18% | +2,502+38.6% | Added |
| Paradigm Asset Management Co LLC | 8,990 | $2.03M | 0.56% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 8,993 | $2.03M | 1.18% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 8,999 | $2.03M | 1.47% | −97−1.1% | Reduced |
| Hall Capital Management Co Inc | 9,007 | $2.03M | 1.20% | +600+7.1% | Added |
| Coastal Investment Advisors, Inc. | 9,012 | $2.03M | 0.49% | −265−2.9% | Reduced |
| Lindbrook Capital, LLC | 9,021 | $2.03M | 0.24% | +624+7.4% | Added |
| Blueprint Investment Partners LLC | 9,065 | $2.04M | 0.47% | −373−4.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 9,072 | $2.05M | 1.24% | −384−4.1% | Reduced |
| Legacy Financial Advisors, Inc. | 9,091 | $2.05M | 0.42% | +1,268+16.2% | Added |
| Evergreen Wealth Management, LLC | 9,118 | $2.06M | 1.83% | +127+1.4% | Added |
| Silicon Hills Wealth Management, LLC | 9,151 | $2.06M | 1.24% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 9,179 | $2.07M | 1.48% | −1,005−9.9% | Reduced |
| Optiver Holding B.V. | 9,181 | $2.07M | 0.10% | −69,176−88.3% | Reduced |
| Roof Eidam & Maycock | 9,185 | $2.07M | 0.76% | +119+1.3% | Added |
| Stamos Capital Partners, L.P. | 9,250 | $2.09M | 0.54% | +4,440+92.3% | Added |
| NorthRock Partners, LLC | 9,252 | $2.09M | 0.22% | −1,385−13.0% | Reduced |
| Compass Wealth Management LLC | 9,263 | $2.09M | 0.66% | −106−1.1% | Reduced |
| Sage Mountain Advisors LLC | 9,269 | $2.09M | 0.34% | +2,868+44.8% | Added |
| Hudson Canyon Capital Management | 9,271 | $2.09M | 1.75% | −54−0.6% | Reduced |
| Elite Wealth Management, Inc. | 9,278 | $2.09M | 0.92% | −71−0.8% | Reduced |
| Lipe & Dalton | 9,353 | $2.11M | 1.21% | −149−1.6% | Reduced |
| Triad Investment Management | 9,451 | $2.13M | 3.10% | +263+2.9% | Added |
| Okabena Investment Services Inc | 9,463 | $2.13M | 1.52% | −664−6.6% | Reduced |
| Sweet Financial Partners, LLC | 9,504 | $2.14M | 0.59% | +1,189+14.3% | Added |
| Thrive Wealth Management, LLC | 9,523 | $2.15M | 0.55% | +635+7.1% | Added |
| Fidelis Capital Partners, LLC | 9,271 | $2.15M | 0.91% | +5,342+136.0% | Added |
| Executive Wealth Group LLC | 9,638 | $2.17M | 1.54% | +20.0% | Added |
| Summit Financial, LLC | 9,674 | $2.18M | 0.19% | −96−1.0% | Reduced |
| My Legacy Advisors, LLC | 9,636 | $2.18M | 0.94% | −1,011−9.5% | Reduced |
| Allen Capital Group, LLC | 9,678 | $2.18M | 0.42% | +9,678 | New |
| Stonebridge Financial Planning Group, LLC | 9,686 | $2.18M | 1.41% | −132−1.3% | Reduced |
| Harbert Fund Advisors, Inc. | 9,750 | $2.20M | 1.57% | +3,250+50.0% | Added |
| ForthRight Wealth Management, LLC | 9,753 | $2.20M | 1.01% | 00.0% | Unchanged |
| Harbor Advisory Corp | 9,770 | $2.20M | 0.84% | −247−2.5% | Reduced |
| Smith, Moore & Co. | 9,774 | $2.20M | 0.30% | +164+1.7% | Added |
| Sander Capital Advisors Inc | 9,809 | $2.21M | 1.34% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 9,821 | $2.21M | 0.73% | −4,825−32.9% | Reduced |
| Marshall Financial Group LLC | 9,824 | $2.21M | 0.79% | −701−6.7% | Reduced |
| Darwin Advisors, LLC | 9,514 | $2.22M | 0.60% | +7,071+289.4% | Added |
| PFG Investments, LLC | 9,853 | $2.22M | 0.45% | +9,853 | New |
| Arbor Trust Wealth Advisors, LLC | 9,855 | $2.22M | 1.46% | −15−0.2% | Reduced |
| Applied Capital LLC | 9,870 | $2.23M | 2.21% | −441−4.3% | Reduced |