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 |
|---|---|---|---|---|---|
| Bridgeworth, LLC | 1,871 | $444.3K | 0.05% | +328+21.3% | Added |
| Total Clarity Wealth Management, Inc. | 1,873 | $444.8K | 0.22% | +434+30.2% | Added |
| Monarch Capital Management Inc | 1,876 | $445.5K | 0.14% | 00.0% | Unchanged |
| Gitterman Wealth Management, LLC | 1,880 | $446.5K | 0.21% | +1,880 | New |
| Riverview Trust Co | 1,886 | $447.9K | 0.41% | −85−4.3% | Reduced |
| Nadler Financial Group, Inc. | 1,889 | $448.6K | 0.07% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 1,905 | $452.4K | 0.34% | −629−24.8% | Reduced |
| Jackson Creek Investment Advisors LLC | 1,907 | $453.0K | 0.18% | −2−0.1% | Reduced |
| Lee Financial Co | 1,910 | $453.6K | 0.08% | +180+10.4% | Added |
| Advisors Preferred, LLC | 1,907 | $453.8K | 0.11% | +1,907 | New |
| Sonoma Private Wealth LLC | 1,914 | $454.5K | 0.79% | +1,914 | New |
| Pensionmark Financial Group, LLC | 1,915 | $454.8K | 0.09% | +328+20.7% | Added |
| Dravo Bay LLC | 1,925 | $457.1K | 0.34% | +55+2.9% | Added |
| Edgestream Partners, L.P. | 1,926 | $457.4K | 0.04% | −9,415−83.0% | Reduced |
| West Oak Capital, LLC | 1,930 | $458.3K | 0.22% | 00.0% | Unchanged |
| Holistic Financial Partners | 1,936 | $459.8K | 0.32% | +32+1.7% | Added |
| Heck Capital Advisors, LLC | 1,939 | $460.5K | 0.08% | −48−2.4% | Reduced |
| Oder Investment Management, LLC | 1,940 | $460.7K | 0.50% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,945 | $461.9K | 0.09% | −467−19.4% | Reduced |
| Dover Advisors, LLC | 1,945 | $461.9K | 0.41% | +131+7.2% | Added |
| Cary Street Partners Asset Management LLC | 1,946 | $462.2K | 0.09% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,947 | $462.4K | 0.10% | −468−19.4% | Reduced |
| Scissortail Wealth Management, LLC | 1,924 | $464.6K | 0.38% | +51+2.7% | Added |
| Wall Street Access Asset Management, LLC | 1,959 | $465.2K | 0.27% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 1,961 | $465.7K | 0.17% | −136−6.5% | Reduced |
| Key Financial Inc | 1,962 | $465.9K | 0.15% | +170+9.5% | Added |
| Zimmermann Investment Management & Planning LLC | 1,962 | $466.0K | 0.22% | +214+12.2% | Added |
| Allen Operations LLC | 1,966 | $466.9K | 0.10% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 1,965 | $467.0K | 0.06% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,967 | $467.2K | 0.16% | +130+7.1% | Added |
| Mizuho Securities Co. Ltd. | 1,970 | $467.8K | 1.05% | −990−33.4% | Reduced |
| PCA Investment Advisory Services Inc. | 1,975 | $469.2K | 0.28% | +51+2.7% | Added |
| HT Partners LLC | 1,985 | $471.4K | 0.14% | −5−0.3% | Reduced |
| LCNB Corp | 1,993 | $473.3K | 0.20% | +474+31.2% | Added |
| Per Stirling Capital Management, LLC. | 1,994 | $473.6K | 0.10% | +56+2.9% | Added |
| Park Circle Co | 2,000 | $475.0K | 0.45% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 2,004 | $475.9K | 0.26% | +139+7.5% | Added |
| RKL Wealth Management LLC | 2,004 | $476.0K | 0.06% | −33−1.6% | Reduced |
| Crestmont Private Wealth LLC | 2,009 | $477.1K | 0.28% | +195+10.7% | Added |
| Alesco Advisors LLC | 2,013 | $478.0K | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 2,017 | $479.0K | 0.02% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 2,022 | $480.1K | 0.31% | +151+8.1% | Added |
| Vantage Financial Partners Ltd., Inc. | 2,025 | $480.9K | 0.27% | +150+8.0% | Added |
| Saxon Interests, Inc. | 2,034 | $483.1K | 0.26% | −23−1.1% | Reduced |
| McAdam, LLC | 2,036 | $483.5K | 0.04% | +183+9.9% | Added |
| SOL Capital Management CO | 2,039 | $484.0K | 0.07% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2,046 | $485.9K | 0.21% | −16−0.8% | Reduced |
| Creative Financial Designs Inc | 2,049 | $486.6K | 0.06% | +49+2.5% | Added |
| Unique Wealth, LLC | 2,057 | $488.5K | 0.21% | +424+26.0% | Added |
| Fairview Capital Investment Management, LLC | 2,059 | $489.0K | 0.03% | 00.0% | Unchanged |
| JTC Employer Solutions Trusteee Ltd | 2,067 | $490.0K | 0.05% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 2,066 | $490.6K | 0.18% | +540+35.4% | Added |
| Hartford Funds Management Co LLC | 2,067 | $490.8K | 0.05% | +248+13.6% | Added |
| Source Financial Advisors LLC | 2,069 | $491.3K | 0.16% | +823+66.1% | Added |
| Clifford Group, LLC | 2,069 | $491.3K | 0.53% | +55+2.7% | Added |
| Cassia Capital Partners, LLC | 2,069 | $491.3K | 0.39% | +2,069 | New |
| Lane & Associates LLC | 2,071 | $491.8K | 0.39% | +41+2.0% | Added |
| Smithbridge Asset Management Inc | 2,071 | $492.0K | 0.12% | −754−26.7% | Reduced |
| Sound Income Strategies, LLC | 2,075 | $492.8K | 0.05% | +426+25.8% | Added |
| Omnia Family Wealth, LLC | 2,082 | $494.4K | 0.34% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,091 | $496.6K | 0.20% | −79−3.6% | Reduced |
| Acorn Financial Advisory Services Inc | 2,091 | $496.6K | 0.09% | +23+1.1% | Added |
| JFG Wealth Management, LLC | 2,095 | $497.5K | 0.15% | +2,095 | New |
| Verum Partners LLC | 2,097 | $498.1K | 0.45% | +2,097 | New |
| Avenue 1 Advisors, LLC | 2,100 | $498.7K | 0.24% | +122+6.2% | Added |
| Engrave Wealth Partners LLC | 2,101 | $499.0K | 0.16% | −8−0.4% | Reduced |
| BlackDiamond Wealth Management Inc. | 2,107 | $502.9K | 0.42% | +160+8.2% | Added |
| Granite Bay Wealth Management, LLC | 2,121 | $504.0K | 0.47% | +52+2.5% | Added |
| Security National Bank of Sioux City Iowa | 2,131 | $506.1K | 0.38% | +2,131 | New |
| Vista Wealth Management Group, LLC | 2,132 | $506.2K | 0.05% | −534−20.0% | Reduced |
| Advisor Resource Council | 2,133 | $506.5K | 0.30% | −5,088−70.5% | Reduced |
| Collective Family Office LLC | 2,134 | $506.8K | 0.20% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 2,145 | $509.4K | 0.07% | +16+0.8% | Added |
| Apriem Advisors | 2,146 | $509.6K | 0.08% | −308−12.6% | Reduced |
| Truepoint, Inc. | 2,149 | $510.3K | 0.02% | +13+0.6% | Added |
| CMT Capital Markets Trading GmbH | 2,150 | $511.0K | 0.21% | +2,150 | New |
| Merlin Capital LLC | 2,157 | $512.2K | 1.74% | −46−2.1% | Reduced |
| Well Done, LLC | 2,162 | $513.4K | 0.11% | −704−24.6% | Reduced |
| UMA Financial Services, Inc. | 2,159 | $513.7K | 0.13% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 2,165 | $514.0K | 0.34% | +10.0% | Added |
| Drake & Associates, LLC | 2,174 | $516.3K | 0.23% | +388+21.7% | Added |
| Investmark Advisory Group LLC | 2,177 | $517.0K | 0.34% | +5+0.2% | Added |
| New Vernon Investment Management LLC | 2,180 | $517.7K | 0.84% | 00.0% | Unchanged |
| Lincoln Capital LLC | 2,187 | $519.4K | 0.13% | +10+0.5% | Added |
| CFS Investment Advisory Services, LLC | 2,189 | $520.0K | 0.07% | −7−0.3% | Reduced |
| Rollins Financial | 2,190 | $520.1K | 0.14% | +2,190 | New |
| NEIRG Wealth Management, LLC | 2,192 | $520.5K | 0.10% | −10.0% | Reduced |
| Palladiem, LLC | 2,192 | $520.6K | 0.54% | 00.0% | Unchanged |
| First PREMIER Bank | 2,193 | $521.0K | 0.15% | +31+1.4% | Added |
| Laurel Wealth Advisors LLC | 2,195 | $521.3K | 0.11% | +29+1.3% | Added |
| Aristotle Capital Management, LLC | 2,200 | $522.5K | 0.00% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 2,200 | $522.5K | 0.06% | +314+16.6% | Added |
| McGuire Investment Group, LLC | 2,201 | $522.7K | 0.10% | 00.0% | Unchanged |
| Values Added Financial LLC | 2,201 | $522.7K | 0.49% | +2,201 | New |
| Milestone Asset Management, LLC | 2,201 | $522.7K | 0.23% | −72−3.2% | Reduced |
| PFW Advisors LLC | 2,178 | $522.8K | 0.17% | +2,178 | New |
| Advisory Resource Group | 2,204 | $523.4K | 0.14% | −10.0% | Reduced |
| Nixon Peabody Trust Co | 2,212 | $525.3K | 0.43% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 2,215 | $526.0K | 0.38% | +8+0.4% | Added |
| Silverlake Wealth Management LLC | 2,217 | $526.5K | 0.29% | 00.0% | Unchanged |