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; 4,591 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, 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 | 4,591 | $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, 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 |
|---|---|---|---|---|---|
| Levy Wealth Management Group, LLC | 934 | $210.6K | 0.06% | +934 | New |
| Virtus Investment Advisers, Inc. | 936 | $211.0K | 0.15% | +936 | New |
| Capstone Financial Advisors, Inc. | 940 | $212.0K | 0.02% | +940 | New |
| CSM Advisors, LLC | 940 | $212.0K | 0.02% | +940 | New |
| Crestone Asset Management LLC | 943 | $212.6K | 0.05% | +943 | New |
| Greenwood Capital Associates LLC | 943 | $212.6K | 0.03% | −702−42.7% | Reduced |
| St. Clair Advisors, LLC | 943 | $212.6K | 0.09% | +943 | New |
| J.Safra Asset Management Corp | 944 | $212.8K | 0.03% | 00.0% | Unchanged |
| McDonald Partners LLC | 944 | $212.8K | 0.07% | −23−2.4% | Reduced |
| F/M Investments LLC | 966 | $212.9K | 0.21% | +966 | New |
| Landaas & Co | 946 | $213.0K | 0.10% | +946 | New |
| Alpha Financial Partners, LLC | 946 | $213.3K | 0.24% | −40−4.1% | Reduced |
| Orin Green Financial, LLC | 949 | $214.0K | 0.12% | +949 | New |
| Campbell Wealth Management | 952 | $215.0K | 0.03% | −35−3.5% | Reduced |
| Highland Financial Advisors, LLC | 953 | $215.0K | 0.12% | +953 | New |
| Prism Advisors, Inc. | 954 | $215.1K | 0.07% | +954 | New |
| Mayport, LLC | 954 | $215.1K | 0.13% | +954 | New |
| Wealth Quarterback LLC | 955 | $215.3K | 0.18% | −25−2.6% | Reduced |
| James J. Burns & Company, LLC | 955 | $216.0K | 0.06% | +955 | New |
| Grace & White Inc | 960 | $216.4K | 0.04% | +960 | New |
| 4J Wealth Management LLC | 964 | $217.3K | 0.23% | −8−0.8% | Reduced |
| apricus wealth, LLC | 966 | $217.8K | 0.20% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 970 | $218.7K | 0.11% | −506−34.3% | Reduced |
| Cook Wealth Management Group LLC | 955 | $218.7K | 0.19% | −25−2.6% | Reduced |
| Old North State Trust, LLC | 972 | $219.0K | 0.15% | 00.0% | Unchanged |
| Hilton Capital Management, LLC | 1,056 | $219.4K | 0.03% | +1,056 | New |
| Towerpoint Wealth, LLC | 974 | $219.6K | 0.13% | +974 | New |
| JFS Wealth Advisors, LLC | 974 | $219.6K | 0.02% | −20−2.0% | Reduced |
| Retirement Income Solutions, Inc | 975 | $219.8K | 0.06% | +975 | New |
| Edge Wealth Management LLC | 980 | $221.0K | 0.05% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 979 | $221.0K | 0.07% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 983 | $221.4K | 0.06% | +983 | New |
| Lifeworks Advisors, LLC | 983 | $221.6K | 0.11% | +983 | New |
| Falcon Wealth Planning | 984 | $221.9K | 0.06% | +11+1.1% | Added |
| Sabal Trust CO | 991 | $223.4K | 0.02% | −788−44.3% | Reduced |
| Blue Square Asset Management, LLC | 993 | $223.9K | 0.15% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 995 | $224.0K | 0.28% | +339+51.7% | Added |
| Rowland & Co Investment Counsel | 994 | $224.3K | 0.05% | −181−15.4% | Reduced |
| Capital Financial Planning, LLC | 999 | $225.3K | 0.09% | +18+1.8% | Added |
| Merrion Investment Management Co, LLC | 1,000 | $225.5K | 0.22% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 1,000 | $225.5K | 0.02% | 00.0% | Unchanged |
| Botty Investors LLC | 1,000 | $225.5K | 0.10% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 1,000 | $225.5K | 0.11% | 00.0% | Unchanged |
| Bridge Advisory, LLC | 1,000 | $225.5K | 0.09% | +1,000 | New |
| Matrix Asset Advisors Inc | 1,001 | $225.7K | 0.03% | +1,001 | New |
| EdgeRock Capital LLC | 1,002 | $226.0K | 0.12% | +1,002 | New |
| Black Diamond Financial, LLC | 1,005 | $226.6K | 0.07% | 00.0% | Unchanged |
| Costello Asset Management, INC | 1,008 | $227.3K | 0.23% | 00.0% | Unchanged |
| Birch Hill Investment Advisors LLC | 1,012 | $228.2K | 0.01% | +5+0.5% | Added |
| Ten Capital Wealth Advisors, LLC | 1,013 | $228.4K | 0.07% | +73+7.8% | Added |
| Gratus Capital LLC | 1,014 | $228.6K | 0.02% | −170−14.4% | Reduced |
| Compass Financial Advisors LLC | 1,015 | $228.8K | 0.29% | −10−1.0% | Reduced |
| Horst & Graben Wealth Management LLC | 1,015 | $229.0K | 0.06% | +1+0.1% | Added |
| Aletheian Wealth Advisors LLC | 1,016 | $229.1K | 0.20% | +1,016 | New |
| Asset Management Corp | 1,019 | $229.7K | 0.18% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 1,020 | $230.0K | 0.16% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 1,022 | $230.4K | 0.17% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 1,022 | $230.4K | 0.04% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 1,022 | $230.5K | 0.17% | −101−9.0% | Reduced |
| Oarsman Capital, Inc. | 1,024 | $230.9K | 0.11% | +1,024 | New |
| Brooks, Moore & Associates, Inc. | 1,023 | $231.0K | 0.17% | +60+6.2% | Added |
| Green Alpha Advisors, LLC | 1,025 | $231.1K | 0.16% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 1,026 | $231.3K | 0.05% | +23+2.3% | Added |
| Abacus Planning Group, Inc. | 1,029 | $232.0K | 0.06% | 00.0% | Unchanged |
| Joule Financial, LLC | 1,033 | $232.9K | 0.13% | 00.0% | Unchanged |
| First National Advisers, LLC | 1,035 | $233.0K | 0.26% | +1,035 | New |
| Ahrens Investment Partners LLC | 1,034 | $233.0K | 0.12% | −4−0.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 1,034 | $233.1K | 0.07% | +1,034 | New |
| Unconventional Investor, LLC | 1,035 | $233.4K | 0.22% | 00.0% | Unchanged |
| Goodman Financial Corp | 1,037 | $233.8K | 0.07% | +1,037 | New |
| Trevian Wealth Management LLC | 1,039 | $234.0K | 0.22% | +2+0.2% | Added |
| Eclectic Associates Inc | 1,038 | $234.0K | 0.12% | +1,038 | New |
| Key Client Fiduciary Advisors, LLC | 1,039 | $234.3K | 0.15% | −44−4.1% | Reduced |
| Rodgers Brothers Inc. | 1,040 | $234.5K | 0.05% | +1,040 | New |
| LifeSteps Financial, Inc. | 1,042 | $234.9K | 0.25% | −416−28.5% | Reduced |
| RAM Investment Partners, LLC | 1,043 | $235.2K | 0.13% | −3−0.3% | Reduced |
| DSC Advisors, L.P. | 1,045 | $235.6K | 0.45% | −309−22.8% | Reduced |
| First National Bank & Trust Co of Newtown | 1,046 | $235.8K | 0.05% | 00.0% | Unchanged |
| Founders Capital Management | 1,050 | $237.0K | 0.18% | −200−16.0% | Reduced |
| SBB Research Group LLC | 1,053 | $237.4K | 0.33% | +2+0.2% | Added |
| Petrus Trust Company, LTA | 1,054 | $237.6K | 0.03% | −1,204−53.3% | Reduced |
| Triad Financial Advisors, Inc. | 1,054 | $237.6K | 0.10% | −2−0.2% | Reduced |
| WESPAC Advisors, LLC | 1,056 | $238.1K | 0.22% | +1,056 | New |
| Powers Advisory Group, LLC | 1,057 | $238.3K | 0.17% | +1+0.1% | Added |
| Consilio Wealth Advisors, LLC | 1,057 | $238.3K | 0.13% | +75+7.6% | Added |
| Sara-Bay Financial | 1,058 | $238.5K | 0.12% | 00.0% | Unchanged |
| Weaver Consulting Group | 1,063 | $239.7K | 0.11% | −122−10.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,065 | $240.1K | 0.06% | +1,065 | New |
| Cherrydale Wealth Management, LLC | 1,065 | $240.2K | 0.18% | +78+7.9% | Added |
| Neumann Capital Management, LLC | 1,070 | $241.2K | 0.11% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 1,072 | $241.7K | 0.01% | −4,233−79.8% | Reduced |
| Orser Capital Management, LLC | 1,072 | $241.7K | 0.28% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 1,073 | $241.9K | 0.15% | −15−1.4% | Reduced |
| CJM Wealth Advisers, Ltd. | 1,074 | $242.2K | 0.14% | 00.0% | Unchanged |
| Academy Capital Management Inc | 1,080 | $243.0K | 0.05% | −100−8.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 1,079 | $243.3K | 0.08% | 00.0% | Unchanged |
| Marco Investment Management LLC | 1,079 | $243.3K | 0.03% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,081 | $243.7K | 0.15% | +25+2.4% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 1,067 | $243.9K | 0.17% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 1,090 | $245.8K | 0.11% | 00.0% | Unchanged |