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 |
|---|---|---|---|---|---|
| Gateway Wealth Partners, LLC | 2,612 | $620.3K | 0.11% | −137−5.0% | Reduced |
| Hamilton Capital, LLC | 2,618 | $621.7K | 0.04% | +273+11.6% | Added |
| Global Assets Advisory, LLC | 2,625 | $623.6K | 0.57% | −50−1.9% | Reduced |
| Ellis Investment Partners, LLC | 2,629 | $624.5K | 0.15% | −61−2.3% | Reduced |
| Summit Financial Group Inc | 2,638 | $626.5K | 0.24% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 2,646 | $628.5K | 0.07% | −350−11.7% | Reduced |
| Journey Strategic Wealth LLC | 2,651 | $629.5K | 0.03% | −1,454−35.4% | Reduced |
| Concord Asset Management, LLC | 2,654 | $630.4K | 0.22% | +303+12.9% | Added |
| New World Advisors LLC | 2,663 | $632.4K | 0.22% | +96+3.7% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,664 | $632.7K | 0.14% | 00.0% | Unchanged |
| Lavaca Capital LLC | 2,672 | $634.6K | 0.20% | −588−18.0% | Reduced |
| Clear Creek Financial Management, LLC | 2,679 | $636.2K | 0.11% | −21−0.8% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,684 | $637.4K | 0.51% | +44+1.7% | Added |
| Campion Asset Management LLC | 2,690 | $638.8K | 0.57% | 00.0% | Unchanged |
| Menora Mivtachim Holdings Ltd. | 2,700 | $641.2K | 0.01% | −5,300−66.3% | Reduced |
| Huber Capital Management LLC | 2,700 | $641.2K | 0.15% | 00.0% | Unchanged |
| E Fund Management Co., Ltd. | 2,703 | $642.0K | 0.05% | −324−10.7% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 2,708 | $643.1K | 0.04% | +144+5.6% | Added |
| WealthPlan Investment Management, LLC | 2,714 | $644.5K | 0.19% | −2,408−47.0% | Reduced |
| Convergence Investment Partners, LLC | 2,716 | $645.0K | 0.37% | −1,301−32.4% | Reduced |
| First Bank & Trust | 2,718 | $645.5K | 0.16% | −210−7.2% | Reduced |
| Ninepoint Partners LP | 2,727 | $647.6K | 0.08% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 2,730 | $648.3K | 0.14% | −44−1.6% | Reduced |
| Sentinus, LLC | 2,730 | $648.4K | 0.21% | −107−3.8% | Reduced |
| Quantum Financial Advisors, LLC | 2,760 | $655.5K | 0.19% | 00.0% | Unchanged |
| Vicus Capital | 2,763 | $656.2K | 0.07% | +46+1.7% | Added |
| Stewart & Patten Co LLC | 2,770 | $657.8K | 0.11% | −100−3.5% | Reduced |
| Red Wave Investments LLC | 2,770 | $657.8K | 0.27% | −44−1.6% | Reduced |
| Revisor Wealth Management LLC | 2,772 | $658.3K | 0.59% | +15+0.5% | Added |
| Wealth Advisors of Iowa, LLC | 2,777 | $659.4K | 0.48% | +2+0.1% | Added |
| Coastal Bridge Advisors, LLC | 2,780 | $660.1K | 0.16% | +117+4.4% | Added |
| ABLE Financial Group, LLC | 2,784 | $661.1K | 0.34% | +517+22.8% | Added |
| Wedge Capital Management L L P | 2,786 | $661.6K | 0.01% | −128−4.4% | Reduced |
| Lumature Wealth Partners, LLC | 2,790 | $662.6K | 0.39% | +38+1.4% | Added |
| Cahaba Wealth Management, Inc. | 2,796 | $664.1K | 0.07% | −432−13.4% | Reduced |
| Court Place Advisors, LLC | 2,806 | $666.5K | 0.23% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 2,813 | $668.0K | 0.17% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 2,821 | $670.0K | 0.27% | −253−8.2% | Reduced |
| Constellation Investimentos e Participacoes Ltda | 2,827 | $671.4K | 0.64% | −230−7.5% | Reduced |
| Fermata Advisors, LLC | 2,828 | $671.6K | 0.61% | +116+4.3% | Added |
| Klingman & Associates, LLC | 2,837 | $673.7K | 0.05% | +923+48.2% | Added |
| Marietta Investment Partners LLC | 2,838 | $674.0K | 0.17% | −450−13.7% | Reduced |
| Cable Hill Partners, LLC | 2,845 | $675.5K | 0.09% | −219−7.1% | Reduced |
| Marotta Asset Management | 2,846 | $675.9K | 0.15% | +2,846 | New |
| OneAscent Wealth Management LLC | 2,847 | $676.0K | 0.32% | +158+5.9% | Added |
| First Affirmative Financial Network | 2,849 | $676.5K | 0.68% | +243+9.3% | Added |
| Kanawha Capital Management LLC | 2,850 | $676.9K | 0.06% | −322−10.2% | Reduced |
| United Community Bank | 2,863 | $679.9K | 0.60% | +140+5.1% | Added |
| LWM Advisory Services, LLC | 2,876 | $681.8K | 0.72% | −99−3.3% | Reduced |
| Palisades Hudson Asset Management, L.P. | 2,873 | $682.0K | 0.35% | 00.0% | Unchanged |
| Gries Financial LLC | 2,873 | $682.3K | 0.19% | −51−1.7% | Reduced |
| JJJ Advisors Inc. | 2,876 | $683.0K | 0.19% | +262+10.0% | Added |
| Truefg, LLC | 2,880 | $683.9K | 0.29% | −3−0.1% | Reduced |
| LBMC Investment Advisors, LLC | 2,885 | $685.1K | 0.07% | 00.0% | Unchanged |
| Saiph Capital, LLC | 2,885 | $685.2K | 0.37% | −18−0.6% | Reduced |
| SOA Wealth Advisors, LLC. | 2,886 | $685.4K | 0.16% | −15−0.5% | Reduced |
| Red Lighthouse Investment Management, LLC | 2,889 | $686.1K | 0.31% | 00.0% | Unchanged |
| Verity & Verity, LLC | 2,897 | $688.0K | 0.08% | −886−23.4% | Reduced |
| Rock Creek Group, LP | 2,897 | $688.0K | 0.10% | −347−10.7% | Reduced |
| Baron Wealth Management LLC | 2,898 | $688.2K | 0.44% | +21+0.7% | Added |
| Madison Wealth Partners, Inc | 2,899 | $688.6K | 0.32% | 00.0% | Unchanged |
| Morton Capital Management LLC | 2,911 | $691.4K | 0.24% | −40−1.4% | Reduced |
| Fiduciary Alliance LLC | 2,911 | $691.4K | 0.15% | +1,081+59.1% | Added |
| State of Wyoming | 2,915 | $692.3K | 0.20% | −3,110−51.6% | Reduced |
| Hoese & Co LLP | 2,918 | $693.0K | 0.65% | −79−2.6% | Reduced |
| Hilltop Partners LLC | 2,920 | $693.4K | 0.29% | +2,920 | New |
| Arcataur Capital Management LLC | 2,921 | $693.7K | 0.28% | +2,921 | New |
| Kaizen Financial Strategies | 2,872 | $695.6K | 0.60% | −8−0.3% | Reduced |
| West Michigan Advisors, LLC | 2,935 | $697.0K | 0.28% | −7−0.2% | Reduced |
| Burton Enright Welch | 2,936 | $697.2K | 0.22% | −188−6.0% | Reduced |
| Transatlantique Private Wealth LLC | 2,940 | $698.2K | 0.36% | −124−4.0% | Reduced |
| Tranquilli Financial Advisor LLC | 2,961 | $703.2K | 0.50% | +97+3.4% | Added |
| Zuckerman Investment Group, LLC | 2,963 | $703.7K | 0.10% | −19−0.6% | Reduced |
| Indie Asset Partners, LLC | 2,967 | $704.6K | 0.77% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 2,970 | $705.3K | 0.25% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,971 | $705.6K | 0.34% | −97−3.2% | Reduced |
| Missouri Trust & Investment Co | 2,971 | $705.6K | 0.40% | +200+7.2% | Added |
| Sunflower Bank, N.A. | 2,978 | $707.2K | 0.16% | −134−4.3% | Reduced |
| Advisory Alpha, LLC | 2,978 | $707.3K | 0.04% | +15+0.5% | Added |
| Fairfield, Bush & Co. | 2,990 | $710.1K | 0.20% | −165−5.2% | Reduced |
| Knuff & Co LLC | 2,995 | $711.3K | 0.27% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 2,998 | $712.0K | 0.96% | +956+46.8% | Added |
| PMC FIG Opportunities LLC | 3,000 | $712.4K | 4.01% | −1,000−25.0% | Reduced |
| Versant Capital Management, Inc | 3,001 | $712.7K | 0.23% | −1,280−29.9% | Reduced |
| Marino, Stram & Associates LLC | 3,005 | $713.5K | 0.20% | +9+0.3% | Added |
| Diversified Portfolios, Inc. | 3,027 | $718.9K | 0.14% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 3,029 | $719.3K | 0.94% | +154+5.4% | Added |
| Eschler Asset Management LLP | 3,030 | $719.6K | 1.02% | +3,030 | New |
| 44 Wealth Management LLC | 3,031 | $719.9K | 0.25% | −13−0.4% | Reduced |
| Retirement Guys Formula LLC | 3,033 | $720.3K | 0.42% | +955+46.0% | Added |
| Valmark Advisers, Inc. | 3,036 | $721.0K | 0.01% | +93+3.2% | Added |
| Alyeska Investment Group, L.P. | 3,039 | $721.7K | 0.01% | −81,052−96.4% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 3,042 | $722.4K | 0.45% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 3,068 | $728.6K | 0.40% | −17−0.6% | Reduced |
| SG Americas Securities, LLC | 3,070 | $729.0K | 0.01% | −4,124−57.3% | Reduced |
| Jefferies Financial Group Inc. | 3,075 | $730.3K | 0.02% | +2,421+370.2% | Added |
| Annandale Capital, LLC | 3,084 | $732.0K | 0.21% | 00.0% | Unchanged |
| Masso Torrence Wealth Management Inc. | 3,099 | $735.9K | 0.53% | +48+1.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 3,100 | $736.2K | 0.08% | −500−13.9% | Reduced |
| Safeguard Investment Advisory Group, LLC | 3,113 | $739.0K | 0.31% | +202+6.9% | Added |