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, Q2 2023
Institutional positions in Visa Inc. as of Jun 30, 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
- 3,494
- +87 vs. Q1 2023
- Shares held
- 1.54B
- −91.1M (−5.6%) vs. Q1 2023
- Total value
- $364.7B
- +$14.7B (+4.2%) vs. Q1 2023
- New holders
- 187
- 1,409 more added
- Sold out
- 100
- 1,503 more reduced
32 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Visa Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Monumental Financial Group Inc. | 5,417 | $1.29M | 0.87% | −195−3.5% | Reduced |
| Drive Wealth Management, LLC | 5,427 | $1.29M | 0.48% | +8+0.1% | Added |
| Xcel Wealth Management, LLC | 5,451 | $1.29M | 0.41% | −20−0.4% | Reduced |
| Corundum Group, Inc. | 5,457 | $1.30M | 0.65% | −3,121−36.4% | Reduced |
| Bill Few Associates, Inc. | 5,459 | $1.30M | 0.67% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 5,463 | $1.30M | 0.41% | +5,463 | New |
| Catalyst Financial Partners LLC | 5,475 | $1.30M | 0.46% | +876+19.0% | Added |
| QP Wealth Management, LLC | 5,484 | $1.30M | 2.07% | −469−7.9% | Reduced |
| Berkshire Asset Management LLC | 5,512 | $1.31M | 0.08% | −532−8.8% | Reduced |
| German American Bancorp, Inc. | 5,513 | $1.31M | 0.18% | −20.0% | Reduced |
| Ironwood Investment Counsel, LLC | 5,530 | $1.31M | 0.30% | −277−4.8% | Reduced |
| Herbst Group, LLC | 5,550 | $1.32M | 0.91% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 5,552 | $1.32M | 1.24% | −691−11.1% | Reduced |
| Lindenwold Advisors | 5,552 | $1.32M | 0.81% | −167−2.9% | Reduced |
| Allstate Corp | 5,567 | $1.32M | 0.08% | −6−0.1% | Reduced |
| WBH Advisory Inc | 5,568 | $1.32M | 0.16% | −424−7.1% | Reduced |
| Kozak & Associates, Inc. | 5,572 | $1.33M | 0.54% | +6+0.1% | Added |
| Tiemann Investment Advisors, LLC | 5,584 | $1.33M | 0.68% | −285−4.9% | Reduced |
| Smith Anglin Financial, LLC | 5,592 | $1.33M | 0.16% | −657−10.5% | Reduced |
| Everhart Financial Group, Inc. | 5,595 | $1.33M | 0.56% | +615+12.3% | Added |
| Ronald Blue Trust, Inc. | 5,896 | $1.33M | 0.02% | −1,990−25.2% | Reduced |
| Conway Capital Management, Inc. | 5,600 | $1.33M | 0.94% | 00.0% | Unchanged |
| Monte Financial Group, LLC | 5,609 | $1.33M | 0.65% | +155+2.8% | Added |
| Summit Asset Management, LLC | 5,614 | $1.33M | 0.35% | 00.0% | Unchanged |
| Mainstay Capital Management LLC | 5,617 | $1.33M | 0.24% | −25−0.4% | Reduced |
| Capital Insight Partners, LLC | 5,621 | $1.33M | 0.30% | −95−1.7% | Reduced |
| Gilbert & Cook, Inc. | 5,642 | $1.34M | 0.21% | −326−5.5% | Reduced |
| Jacobsen Capital Management | 5,644 | $1.34M | 0.69% | +66+1.2% | Added |
| Cadinha & Co LLC | 5,651 | $1.34M | 0.24% | +58+1.0% | Added |
| White Knight Strategic Wealth Advisors, LLC | 5,673 | $1.35M | 1.58% | −358−5.9% | Reduced |
| Monticello Wealth Management, LLC | 5,674 | $1.35M | 0.14% | +303+5.6% | Added |
| Octavia Wealth Advisors, LLC | 5,691 | $1.35M | 0.27% | −428−7.0% | Reduced |
| Moseley Investment Management Inc | 5,699 | $1.35M | 0.79% | +257+4.7% | Added |
| Braun Stacey Associates Inc | 5,700 | $1.35M | 0.06% | −5,400−48.6% | Reduced |
| Opal Wealth Advisors, LLC | 5,710 | $1.36M | 0.68% | +2,312+68.0% | Added |
| Monument Capital Management | 5,714 | $1.36M | 0.43% | +106+1.9% | Added |
| Synergy Financial Management, LLC | 5,718 | $1.36M | 0.34% | −325−5.4% | Reduced |
| Barings LLC | 5,724 | $1.36M | 0.05% | −1,115−16.3% | Reduced |
| Archer Investment Corp | 5,724 | $1.36M | 0.48% | −42−0.7% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 5,726 | $1.36M | 0.39% | −13−0.2% | Reduced |
| Alera Investment Advisors, LLC | 5,752 | $1.37M | 0.29% | +261+4.8% | Added |
| Perennial Investment Advisors, LLC | 5,751 | $1.37M | 0.24% | +235+4.3% | Added |
| Circle Wealth Management, LLC | 5,753 | $1.37M | 0.18% | −22−0.4% | Reduced |
| Traphagen Investment Advisors LLC | 5,767 | $1.37M | 0.18% | +113+2.0% | Added |
| Harbour Investment Management LLC | 5,772 | $1.37M | 0.72% | +660+12.9% | Added |
| HF Advisory Group, LLC | 5,789 | $1.37M | 1.09% | −177−3.0% | Reduced |
| MONECO Advisors, LLC | 5,794 | $1.38M | 0.37% | −35−0.6% | Reduced |
| CM Wealth Advisors LLC | 5,848 | $1.38M | 0.45% | −18,132−75.6% | Reduced |
| Vigilare Wealth Management | 5,810 | $1.38M | 0.80% | +20.0% | Added |
| Riverpark Capital Management LLC | 5,815 | $1.38M | 2.45% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 5,834 | $1.39M | 0.33% | +15+0.3% | Added |
| Tealwood Asset Management Inc | 5,835 | $1.39M | 0.67% | −76−1.3% | Reduced |
| Profit Investment Management, LLC | 5,846 | $1.39M | 0.90% | −398−6.4% | Reduced |
| Investment Partners, Ltd. | 5,853 | $1.39M | 0.72% | −22−0.4% | Reduced |
| Waypoint Capital Advisors, LLC | 5,858 | $1.39M | 0.43% | +52+0.9% | Added |
| Beacon Financial Advisory LLC | 5,862 | $1.39M | 0.80% | +8+0.1% | Added |
| GraniteShares Advisors LLC | 5,865 | $1.39M | 1.26% | −379−6.1% | Reduced |
| Valley Brook Capital Group | 5,874 | $1.39M | 1.29% | −395−6.3% | Reduced |
| SRS Capital Advisors, Inc. | 5,881 | $1.40M | 0.18% | +131+2.3% | Added |
| Lafayette Investments, Inc. | 5,884 | $1.40M | 0.37% | +985+20.1% | Added |
| IVC Wealth Advisors LLC | 5,888 | $1.40M | 0.89% | +25+0.4% | Added |
| Financial Insights, Inc. | 5,898 | $1.40M | 0.51% | +1,309+28.5% | Added |
| Ledge Wealth Management, Inc. | 5,904 | $1.40M | 0.67% | −955−13.9% | Reduced |
| MSH Capital Advisors LLC | 5,908 | $1.40M | 0.51% | +3,328+129.0% | Added |
| Westmount Partners, LLC | 5,918 | $1.41M | 0.61% | −40−0.7% | Reduced |
| Orion Capital Management LLC | 5,927 | $1.41M | 0.93% | −453−7.1% | Reduced |
| Onyx Bridge Wealth Group LLC | 5,944 | $1.41M | 0.34% | +853+16.8% | Added |
| EPG Wealth Management LLC | 5,959 | $1.42M | 0.42% | +252+4.4% | Added |
| Blueprint Investment Partners LLC | 5,960 | $1.42M | 0.51% | −3,105−34.3% | Reduced |
| Econ Financial Services Corp | 5,960 | $1.42M | 1.00% | +5,960 | New |
| AdvisorNet Financial, Inc | 5,962 | $1.42M | 0.12% | +138+2.4% | Added |
| Manhattan West Asset Management, LLC | 5,969 | $1.42M | 0.53% | +734+14.0% | Added |
| Bremer Bank National Association | 5,973 | $1.42M | 0.27% | −26−0.4% | Reduced |
| Manchester Capital Management LLC | 5,979 | $1.42M | 0.19% | −1,844−23.6% | Reduced |
| Harvest Volatility Management LLC | 5,991 | $1.42M | 0.29% | +103+1.7% | Added |
| Quent Capital, LLC | 5,993 | $1.42M | 0.22% | +92+1.6% | Added |
| Value Star Asset Management (Hong Kong) Ltd | 6,000 | $1.42M | 0.42% | −4,000−40.0% | Reduced |
| Legacy Advisors, LLC | 6,001 | $1.43M | 0.21% | +2,995+99.6% | Added |
| Advanced Portfolio Management, LLC | 6,021 | $1.43M | 1.31% | +6,021 | New |
| WealthPLAN Partners, LLC | 6,023 | $1.43M | 0.20% | −3,928−39.5% | Reduced |
| Emerald Advisers, LLC | 6,029 | $1.43M | 0.06% | −710−10.5% | Reduced |
| Guyasuta Investment Advisors Inc | 6,039 | $1.43M | 0.11% | +26+0.4% | Added |
| Accredited Investors Inc. | 6,050 | $1.44M | 0.10% | +4,597+316.4% | Added |
| Fulcrum Capital LLC | 6,095 | $1.45M | 0.38% | −1,776−22.6% | Reduced |
| First Commonwealth Financial Corp | 6,101 | $1.45M | 0.47% | −148−2.4% | Reduced |
| Northern Financial Advisors Inc | 6,120 | $1.45M | 1.28% | +104+1.7% | Added |
| United Bank | 6,138 | $1.46M | 0.18% | −270−4.2% | Reduced |
| Operose Advisors LLC | 6,140 | $1.46M | 0.66% | +87+1.4% | Added |
| Royal Fund Management, LLC | 6,144 | $1.46M | 0.21% | −149−2.4% | Reduced |
| TRUE Private Wealth Advisors | 6,166 | $1.46M | 0.22% | −19−0.3% | Reduced |
| Autumn Glory Partners, LLC | 6,170 | $1.47M | 1.07% | +6,170 | New |
| Etesian Wealth Advisors, Inc. | 6,182 | $1.47M | 0.96% | −73−1.2% | Reduced |
| Sovereign Financial Group, Inc. | 6,194 | $1.47M | 0.48% | +277+4.7% | Added |
| Enterprise Financial Services Corp | 6,208 | $1.47M | 0.94% | +149+2.5% | Added |
| Numerai GP LLC | 6,227 | $1.48M | 0.30% | +6,227 | New |
| Grandview Asset Management LLC | 6,227 | $1.48M | 1.44% | +548+9.6% | Added |
| Foresight Global Investors, Inc. | 6,231 | $1.48M | 0.80% | −2,125−25.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 6,233 | $1.48M | 0.43% | +35+0.6% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 6,068 | $1.48M | 0.78% | +174+3.0% | Added |
| Camarda Financial Advisors, LLC | 6,249 | $1.48M | 0.74% | +182+3.0% | Added |