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 |
|---|---|---|---|---|---|
| Buckhead Capital Management LLC | 33,630 | $7.58M | 1.79% | +469+1.4% | Added |
| Narwhal Capital Management | 33,562 | $7.57M | 0.95% | −5,699−14.5% | Reduced |
| NWK Group, Inc. | 33,379 | $7.53M | 4.89% | −205−0.6% | Reduced |
| Forge First Asset Management Inc. | 33,320 | $7.51M | 3.39% | −15,100−31.2% | Reduced |
| Apollon Wealth Management, LLC | 33,103 | $7.46M | 0.46% | −258−0.8% | Reduced |
| Clearstead Advisors, LLC | 33,064 | $7.45M | 0.54% | +3,611+12.3% | Added |
| Two Sigma Securities, LLC | 33,000 | $7.44M | 0.62% | +31,488+2,082.5% | Added |
| Rossmore Private Capital | 32,998 | $7.44M | 1.16% | −265−0.8% | Reduced |
| Nilsine Partners, LLC | 32,912 | $7.42M | 1.16% | +32,912 | New |
| Conning Inc. | 32,873 | $7.41M | 0.25% | −4,166−11.2% | Reduced |
| Cornerstone Wealth Group, LLC | 32,804 | $7.40M | 1.32% | −783−2.3% | Reduced |
| First Foundation Advisors | 32,764 | $7.39M | 0.34% | −3,926−10.7% | Reduced |
| Western Wealth Management, LLC | 32,746 | $7.38M | 0.69% | +390+1.2% | Added |
| Wisconsin Capital Management LLC | 32,711 | $7.38M | 5.03% | −900−2.7% | Reduced |
| Donaldson Capital Management, LLC | 32,566 | $7.34M | 0.35% | −7,148−18.0% | Reduced |
| Sitrin Capital Management LLC | 32,179 | $7.26M | 4.39% | −238−0.7% | Reduced |
| Prospera Financial Services Inc | 32,144 | $7.25M | 0.30% | +5,040+18.6% | Added |
| Caldwell Trust Co | 32,015 | $7.22M | 1.00% | −871−2.6% | Reduced |
| Axxcess Wealth Management, LLC | 32,014 | $7.22M | 0.57% | −644−2.0% | Reduced |
| Trust Co of Oklahoma | 31,901 | $7.19M | 2.81% | −354−1.1% | Reduced |
| Comerica Securities,inc. | 31,866 | $7.18M | 0.52% | −663−2.0% | Reduced |
| Sunbelt Securities, Inc. | 32,259 | $7.17M | 1.15% | −1,490−4.4% | Reduced |
| Woodstock Corp | 31,802 | $7.17M | 0.91% | +314+1.0% | Added |
| Empirical Finance, LLC | 31,795 | $7.17M | 0.67% | +2,176+7.3% | Added |
| Whitener Capital Management, Inc. | 31,589 | $7.12M | 2.98% | −210−0.7% | Reduced |
| Proequities, Inc. | 31,587 | $7.12M | 0.55% | −1,321−4.0% | Reduced |
| Valicenti Advisory Services Inc | 31,565 | $7.12M | 2.37% | +1,646+5.5% | Added |
| Stokes Capital Advisors, LLC | 31,554 | $7.11M | 2.42% | +156+0.5% | Added |
| Roundview Capital LLC | 31,510 | $7.10M | 0.74% | +389+1.2% | Added |
| Berger Financial Group, Inc | 31,473 | $7.10M | 0.85% | −416−1.3% | Reduced |
| Veriti Management LLC | 31,461 | $7.09M | 0.84% | +175+0.6% | Added |
| Family Capital Trust Co | 31,436 | $7.09M | 2.74% | −195−0.6% | Reduced |
| CFO4Life Group, LLC | 31,417 | $7.08M | 1.61% | +2,796+9.8% | Added |
| Matthews International Capital Management LLC | 31,399 | $7.08M | 0.71% | +31,399 | New |
| Thompson Investment Management, Inc. | 31,368 | $7.07M | 1.20% | +10,692+51.7% | Added |
| Telemus Capital, LLC | 31,325 | $7.06M | 0.62% | +1,868+6.3% | Added |
| Chronos Wealth Management, LLC | 31,256 | $7.05M | 5.29% | −168−0.5% | Reduced |
| AlphaStar Capital Management, LLC | 32,618 | $7.04M | 0.60% | +14,670+81.7% | Added |
| Diamant Asset Management, Inc. | 31,153 | $7.02M | 5.76% | −60−0.2% | Reduced |
| Chapman Investment Management, LLC | 31,074 | $7.01M | 5.76% | −1,071−3.3% | Reduced |
| Berkshire Bank | 31,059 | $7.00M | 2.08% | −1,020−3.2% | Reduced |
| Pitcairn Co | 31,041 | $7.00M | 0.64% | −30−0.1% | Reduced |
| Jump Financial, LLC | 30,877 | $6.96M | 0.28% | +119+0.4% | Added |
| Assetmark, Inc | 30,872 | $6.96M | 0.03% | +1,725+5.9% | Added |
| Sage Capital Advisors,llc | 30,845 | $6.95M | 2.65% | +3,974+14.8% | Added |
| Brookstone Capital Management | 29,748 | $6.95M | 0.14% | +4,207+16.5% | Added |
| Concentric Wealth Management, LLC | 30,797 | $6.94M | 2.30% | +46+0.1% | Added |
| Mitchell Capital Management Co | 30,781 | $6.94M | 1.72% | +677+2.2% | Added |
| Coastline Trust Co | 30,765 | $6.94M | 1.03% | +34+0.1% | Added |
| CFM Wealth Partners LLC | 30,737 | $6.93M | 1.92% | −138−0.4% | Reduced |
| Financial Enhancement Group LLC | 30,028 | $6.92M | 1.34% | +8,430+39.0% | Added |
| Marietta Wealth Management, LLC | 30,648 | $6.91M | 1.47% | −1,634−5.1% | Reduced |
| Bell Asset Management Ltd | 30,615 | $6.90M | 1.26% | −23,952−43.9% | Reduced |
| HCR Wealth Advisors | 30,469 | $6.87M | 1.36% | −680−2.2% | Reduced |
| Harbour Capital Advisors, LLC | 30,448 | $6.87M | 2.08% | +1,225+4.2% | Added |
| Spinnaker Trust | 30,333 | $6.84M | 0.52% | −2,791−8.4% | Reduced |
| Cypress Asset Management Inc | 30,297 | $6.83M | 2.36% | −370−1.2% | Reduced |
| GPM Growth Investors, Inc. | 30,263 | $6.82M | 3.95% | +113+0.4% | Added |
| Wells Trecaso Financial Group, LLC | 30,207 | $6.81M | 3.15% | +175+0.6% | Added |
| Cyndeo Wealth Partners, LLC | 30,090 | $6.78M | 0.73% | +1,588+5.6% | Added |
| Farmers Trust Co | 30,077 | $6.78M | 1.50% | −199−0.7% | Reduced |
| Strategic Wealth Designers | 30,034 | $6.77M | 1.26% | +4,560+17.9% | Added |
| RNC Capital Management LLC | 29,877 | $6.74M | 0.38% | −1,742−5.5% | Reduced |
| Griffin Asset Management, Inc. | 29,697 | $6.70M | 0.94% | +378+1.3% | Added |
| Sequoia Financial Advisors, LLC | 29,589 | $6.67M | 0.15% | +1,104+3.9% | Added |
| Bancreek Capital Management, LP | 29,563 | $6.67M | 5.61% | +1,559+5.6% | Added |
| AAFMAA Wealth Management & Trust LLC | 29,515 | $6.65M | 5.34% | −383−1.3% | Reduced |
| L & S Advisors Inc | 29,484 | $6.65M | 0.93% | +29,484 | New |
| Capital Planning Advisors, LLC | 29,483 | $6.65M | 1.41% | −457−1.5% | Reduced |
| RPg Family Wealth Advisory, LLC | 29,482 | $6.65M | 3.65% | +2,195+8.0% | Added |
| Townsend Asset Management Corp | 29,466 | $6.64M | 3.44% | −539−1.8% | Reduced |
| Rothschild Investment Corp | 29,445 | $6.64M | 0.58% | +30.0% | Added |
| Sawgrass Asset Management LLC | 29,441 | $6.64M | 0.86% | −1,126−3.7% | Reduced |
| Azzad Asset Management Inc | 29,302 | $6.61M | 0.94% | +419+1.5% | Added |
| Cullinan Associates Inc | 29,291 | $6.60M | 0.39% | +1,758+6.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 29,257 | $6.60M | 0.29% | −3,684−11.2% | Reduced |
| Atlantic Trust, LLC | 29,234 | $6.59M | 2.10% | −561−1.9% | Reduced |
| Goelzer Investment Management, Inc. | 29,227 | $6.59M | 0.57% | −935−3.1% | Reduced |
| Waycross Partners, LLC | 29,179 | $6.58M | 1.91% | +3,588+14.0% | Added |
| Ritholtz Wealth Management | 29,128 | $6.57M | 0.33% | +2,716+10.3% | Added |
| Ellsworth Advisors, LLC | 29,105 | $6.56M | 2.31% | +402+1.4% | Added |
| Templeton & Phillips Capital Management, LLC | 29,046 | $6.55M | 6.86% | 00.0% | Unchanged |
| Builder Investment Group Inc | 28,946 | $6.53M | 2.85% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 28,915 | $6.52M | 1.65% | +531+1.9% | Added |
| Herold Advisors, Inc. | 28,896 | $6.51M | 2.25% | +639+2.3% | Added |
| Bristlecone Advisors, LLC | 28,882 | $6.51M | 0.71% | +29+0.1% | Added |
| Chickasaw Capital Management LLC | 28,869 | $6.51M | 0.35% | −1,125−3.8% | Reduced |
| Evergreen Capital Management LLC | 28,805 | $6.49M | 0.29% | +914+3.3% | Added |
| Gouws Capital LLC | 28,624 | $6.45M | 5.77% | +96+0.3% | Added |
| Transcend Wealth Collective, LLC | 28,617 | $6.45M | 0.67% | −1,794−5.9% | Reduced |
| Verdence Capital Advisors LLC | 28,546 | $6.44M | 0.78% | +12,352+76.3% | Added |
| Archford Capital Strategies, LLC | 28,138 | $6.42M | 1.34% | +355+1.3% | Added |
| Running Oak Capital LLC | 28,368 | $6.40M | 1.82% | +15,847+126.6% | Added |
| GHP Investment Advisors, Inc. | 28,358 | $6.39M | 0.41% | +1,558+5.8% | Added |
| Lorne Steinberg Wealth Management Inc. | 28,349 | $6.39M | 2.55% | −185−0.6% | Reduced |
| Howe & Rusling Inc | 28,332 | $6.39M | 0.76% | −8,512−23.1% | Reduced |
| Consolidated Investment Group LLC | 28,300 | $6.38M | 1.25% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 28,286 | $6.38M | 0.18% | +788+2.9% | Added |
| City Holding Co | 28,259 | $6.37M | 1.15% | −530−1.8% | Reduced |
| Petredis Investment Advisors LLC | 28,233 | $6.37M | 0.99% | +355+1.3% | Added |