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; 4,591 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, 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
- 3,495
- +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
- 1,504 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 | 4,591 | $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, 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 |
|---|---|---|---|---|---|
| Kelly Financial Services LLC | 910 | $216.0K | 0.10% | +31+3.5% | Added |
| Dempze Nancy E | 914 | $217.1K | 0.19% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 914 | $217.1K | 0.11% | +305+50.1% | Added |
| Bridge Advisory, LLC | 917 | $217.7K | 0.08% | −83−8.3% | Reduced |
| SWS Partners | 920 | $218.4K | 0.08% | +920 | New |
| Taylor & Morgan Wealth Management, LLC | 923 | $219.1K | 0.18% | +1+0.1% | Added |
| Carmel Capital Partners, LLC | 923 | $219.3K | 0.11% | −438−32.2% | Reduced |
| Financial Management Professionals, Inc. | 926 | $220.0K | 0.04% | +46+5.2% | Added |
| Wealth Quarterback LLC | 927 | $220.2K | 0.15% | −28−2.9% | Reduced |
| Levy Wealth Management Group, LLC | 930 | $220.8K | 0.07% | −4−0.4% | Reduced |
| Essex Private Wealth Management, LLC | 930 | $220.9K | 0.76% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 933 | $221.0K | 0.03% | +120+14.8% | Added |
| Exeter Financial, LLC | 920 | $221.3K | 0.11% | +1+0.1% | Added |
| Private Ocean, LLC | 935 | $222.0K | 0.03% | +840+884.2% | Added |
| VisionPoint Advisory Group, LLC | 935 | $222.1K | 0.09% | −1,818−66.0% | Reduced |
| Tompkins Financial Corp | 943 | $223.9K | 0.04% | −625−39.9% | Reduced |
| Crestone Asset Management LLC | 943 | $223.9K | 0.05% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 944 | $224.2K | 0.03% | 00.0% | Unchanged |
| McDonald Partners LLC | 944 | $224.2K | 0.07% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 945 | $224.4K | 0.14% | +945 | New |
| Corton Capital Inc. | 947 | $224.9K | 0.11% | −1,403−59.7% | Reduced |
| Landaas & Co | 946 | $225.0K | 0.10% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 948 | $225.0K | 0.25% | +50+5.6% | Added |
| Cook Wealth Management Group LLC | 960 | $225.1K | 0.17% | +5+0.5% | Added |
| Affinity Investment Advisors, LLC | 948 | $225.1K | 0.13% | +26+2.8% | Added |
| Orin Green Financial, LLC | 949 | $225.4K | 0.12% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 951 | $225.8K | 0.19% | −3,446−78.4% | Reduced |
| James J. Burns & Company, LLC | 949 | $226.0K | 0.06% | −6−0.6% | Reduced |
| Campbell Wealth Management | 952 | $226.0K | 0.03% | 00.0% | Unchanged |
| Highland Financial Advisors, LLC | 953 | $226.0K | 0.12% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 953 | $226.3K | 0.03% | +10+1.1% | Added |
| Legacy Capital Group California, Inc. | 953 | $226.3K | 0.09% | +953 | New |
| First National Advisers, LLC | 957 | $227.0K | 0.21% | −78−7.5% | Reduced |
| Vanguard Capital Wealth Advisors | 957 | $227.2K | 0.21% | +56+6.2% | Added |
| Walkner Condon Financial Advisors LLC | 958 | $227.5K | 0.06% | −25−2.5% | Reduced |
| Grace & White Inc | 960 | $228.0K | 0.04% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 960 | $228.0K | 0.03% | +45+4.9% | Added |
| Horan Securities, Inc. | 960 | $228.1K | 0.10% | +51+5.6% | Added |
| Eclectic Associates Inc | 963 | $228.6K | 0.11% | −75−7.2% | Reduced |
| 4J Wealth Management LLC | 964 | $228.9K | 0.22% | 00.0% | Unchanged |
| Wealthspan Partners, LLC | 965 | $229.1K | 0.18% | −152−13.6% | Reduced |
| Montz Harcus Wealth Management LLC | 965 | $229.2K | 0.19% | +965 | New |
| Private Management Group Inc | 966 | $229.4K | 0.01% | +966 | New |
| Waypoint Wealth Partners Inc. | 970 | $230.4K | 0.08% | −239−19.8% | Reduced |
| Lifeworks Advisors, LLC | 972 | $230.8K | 0.10% | −11−1.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 972 | $230.8K | 0.08% | −207−17.6% | Reduced |
| Old North State Trust, LLC | 972 | $231.0K | 0.17% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 973 | $231.1K | 0.00% | +973 | New |
| JFS Wealth Advisors, LLC | 974 | $231.3K | 0.02% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 979 | $232.0K | 0.06% | 00.0% | Unchanged |
| Clare Market Investments LLC | 979 | $232.5K | 0.09% | −407−29.4% | Reduced |
| Prosperity Wealth Management, Inc. | 980 | $232.7K | 0.15% | −639−39.5% | Reduced |
| Edge Wealth Management LLC | 980 | $232.7K | 0.05% | 00.0% | Unchanged |
| Ratio Wealth Group | 981 | $233.0K | 0.06% | +981 | New |
| Thrive Capital Management, LLC | 981 | $233.0K | 0.13% | +981 | New |
| Matrix Asset Advisors Inc | 982 | $233.2K | 0.03% | −19−1.9% | Reduced |
| Fortem Financial Group, LLC | 986 | $234.2K | 0.14% | +986 | New |
| Van Cleef Asset Management,Inc | 990 | $235.1K | 0.04% | +990 | New |
| Alley Investment Management Company, LLC | 992 | $235.6K | 0.04% | −30−2.9% | Reduced |
| Joule Financial, LLC | 994 | $236.1K | 0.12% | −39−3.8% | Reduced |
| Sterling Financial Group, Inc. | 995 | $236.3K | 0.16% | +4+0.4% | Added |
| Vance Wealth, Inc. | 995 | $236.3K | 0.11% | +98+10.9% | Added |
| Merrion Investment Management Co, LLC | 1,000 | $237.5K | 0.20% | 00.0% | Unchanged |
| Botty Investors LLC | 1,000 | $237.5K | 0.09% | 00.0% | Unchanged |
| BigSur Wealth Management LLC | 1,000 | $237.5K | 0.11% | 00.0% | Unchanged |
| Capital Financial Planning, LLC | 1,001 | $237.7K | 0.09% | +2+0.2% | Added |
| Texas Capital Bancshares Inc | 1,002 | $238.0K | 0.13% | −79−7.3% | Reduced |
| Prism Advisors, Inc. | 1,002 | $238.0K | 0.08% | +48+5.0% | Added |
| Calton & Associates, Inc. | 1,003 | $238.2K | 0.11% | +1,003 | New |
| Black Diamond Financial, LLC | 1,005 | $238.7K | 0.07% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 1,006 | $239.1K | 0.06% | +12+1.2% | Added |
| Costello Asset Management, INC | 1,008 | $239.4K | 0.20% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 1,008 | $239.4K | 0.19% | +1,008 | New |
| Colonial River Wealth Management, LLC | 1,012 | $240.3K | 0.16% | −244−19.4% | Reduced |
| F/M Investments LLC | 1,049 | $240.5K | 0.18% | +83+8.6% | Added |
| Blue Square Asset Management, LLC | 1,014 | $240.8K | 0.17% | +21+2.1% | Added |
| Horst & Graben Wealth Management LLC | 1,016 | $241.0K | 0.06% | +1+0.1% | Added |
| Mascoma Wealth Management LLC | 1,008 | $241.2K | 0.07% | −213−17.4% | Reduced |
| C M Bidwell & Associates Ltd | 1,020 | $242.2K | 0.18% | +482+89.6% | Added |
| ELCO Management Co., LLC | 1,022 | $242.7K | 0.18% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 1,023 | $243.0K | 0.17% | 00.0% | Unchanged |
| Towerpoint Wealth, LLC | 1,024 | $243.2K | 0.14% | +50+5.1% | Added |
| Green Alpha Advisors, LLC | 1,025 | $243.4K | 0.16% | 00.0% | Unchanged |
| Unconventional Investor, LLC | 1,035 | $245.8K | 0.22% | 00.0% | Unchanged |
| Brio Consultants, LLC | 1,036 | $246.0K | 0.04% | −64−5.8% | Reduced |
| Bell Investment Advisors, Inc | 1,038 | $246.5K | 0.05% | +12+1.2% | Added |
| Clarity Financial LLC | 1,038 | $246.5K | 0.04% | +1,038 | New |
| RIA Advisory Group LLC | 1,039 | $246.7K | 0.11% | −81−7.2% | Reduced |
| LifeSteps Financial, Inc. | 1,042 | $247.5K | 0.24% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,045 | $248.1K | 0.11% | +21+2.1% | Added |
| First National Bank & Trust Co of Newtown | 1,046 | $248.4K | 0.05% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 1,047 | $248.7K | 0.07% | +149+16.6% | Added |
| RAM Investment Partners, LLC | 1,051 | $249.6K | 0.10% | +8+0.8% | Added |
| Abacus Planning Group, Inc. | 1,051 | $249.7K | 0.06% | +22+2.1% | Added |
| Triad Financial Advisors, Inc. | 1,053 | $250.1K | 0.10% | −1−0.1% | Reduced |
| Pacific Sun Financial Corp | 1,111 | $250.5K | 0.17% | +1,111 | New |
| SBB Research Group LLC | 1,055 | $250.5K | 0.45% | +2+0.2% | Added |
| Sara-Bay Financial | 1,058 | $251.3K | 0.12% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 1,058 | $251.3K | 0.17% | +1+0.1% | Added |
| Integris Wealth Management, LLC | 1,059 | $251.4K | 0.09% | −163−13.3% | Reduced |