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, Q3 2023
Institutional positions in Visa Inc. as of Sep 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
- 3,522
- +61 vs. Q2 2023
- Shares held
- 1.52B
- −12.1M (−0.8%) vs. Q2 2023
- Total value
- $349.8B
- −$13.7B (−3.8%) vs. Q2 2023
- New holders
- 157
- 1,512 more added
- Sold out
- 96
- 1,415 more reduced
33 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Visa Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| IMA Wealth, Inc. | 13,047 | $3.00M | 0.78% | −110−0.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 12,971 | $2.98M | 0.75% | −864−6.2% | Reduced |
| Monetary Management Group Inc | 12,955 | $2.98M | 0.99% | −2,550−16.4% | Reduced |
| Nikulski Financial, Inc. | 12,928 | $2.97M | 1.23% | +499+4.0% | Added |
| Cubic Asset Management, LLC | 12,906 | $2.97M | 0.82% | −340−2.6% | Reduced |
| Geneva Capital Management LLC | 12,902 | $2.97M | 0.06% | −361−2.7% | Reduced |
| KB Financial Partners, LLC | 12,887 | $2.96M | 0.85% | +56+0.4% | Added |
| Leeward Financial Partners, LLC | 12,870 | $2.96M | 1.64% | +1,361+11.8% | Added |
| BlueCrest Capital Management Ltd | 12,859 | $2.96M | 0.46% | +7,864+157.4% | Added |
| Capital Advisors Wealth Management, LLC | 12,855 | $2.96M | 0.77% | +206+1.6% | Added |
| First National Bank Sioux Falls | 12,852 | $2.96M | 1.77% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 12,843 | $2.95M | 0.58% | +2,833+28.3% | Added |
| Gunn & Co Investment Management, Inc. | 12,829 | $2.95M | 2.60% | +12,829 | New |
| Lederer & Associates Investment Counsel | 12,803 | $2.94M | 2.34% | −85−0.7% | Reduced |
| BBR Partners, LLC | 12,781 | $2.94M | 0.33% | +13+0.1% | Added |
| Bank Hapoalim BM | 12,767 | $2.94M | 0.48% | −1,509−10.6% | Reduced |
| Prosperity Consulting Group, LLC | 12,752 | $2.93M | 1.35% | +924+7.8% | Added |
| TFG Advisers LLC | 12,751 | $2.93M | 1.38% | +892+7.5% | Added |
| RMR Wealth Builders | 12,725 | $2.93M | 0.47% | +2,085+19.6% | Added |
| Intrepid Financial Planning Group LLC | 12,709 | $2.92M | 1.51% | −460−3.5% | Reduced |
| KCS Wealth Advisory | 12,699 | $2.92M | 1.25% | −1,677−11.7% | Reduced |
| WESPAC Advisors SoCal, LLC | 12,642 | $2.91M | 0.98% | −10−0.1% | Reduced |
| Jackson Wealth Management, LLC | 12,637 | $2.91M | 0.42% | +312+2.5% | Added |
| Arlington Partners LLC | 12,588 | $2.90M | 1.19% | −2,934−18.9% | Reduced |
| Arlington Trust Co LLC | 12,588 | $2.90M | 1.19% | +12,588 | New |
| Advisor OS, LLC | 12,587 | $2.90M | 0.43% | +416+3.4% | Added |
| TrinityPoint Wealth, LLC | 12,564 | $2.89M | 0.58% | +321+2.6% | Added |
| Associated Banc-Corp | 12,564 | $2.89M | 0.11% | −26−0.2% | Reduced |
| Argus Investors' Counsel, Inc. | 12,556 | $2.89M | 2.08% | −34−0.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 12,537 | $2.88M | 0.02% | +11,564+1,188.5% | Added |
| EFG Asset Management (North America) Corp. | 12,527 | $2.88M | 0.68% | +1,817+17.0% | Added |
| Cutler Group LP | 12,471 | $2.87M | 0.46% | +190+1.5% | Added |
| Triangle Securities Wealth Management | 12,426 | $2.86M | 1.02% | −10.0% | Reduced |
| Armor Investment Advisors, LLC | 12,424 | $2.86M | 1.69% | +357+3.0% | Added |
| Darwin Advisors, LLC | 12,418 | $2.86M | 0.77% | +407+3.4% | Added |
| Wedmont Private Capital | 12,134 | $2.84M | 0.29% | +1,111+10.1% | Added |
| Pacific Global Investment Management CO | 12,364 | $2.84M | 0.62% | −129−1.0% | Reduced |
| Vickerman Investment Advisors, Inc. | 12,353 | $2.84M | 1.16% | +788+6.8% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 12,334 | $2.84M | 1.73% | +601+5.1% | Added |
| Arkadios Wealth Advisors | 12,330 | $2.84M | 0.27% | +1,292+11.7% | Added |
| Jarislowsky, Fraser Ltd | 12,326 | $2.84M | 0.02% | −1,126−8.4% | Reduced |
| Community Bank, N.A. | 12,320 | $2.83M | 0.40% | +190+1.6% | Added |
| Stableford Capital II LLC | 12,238 | $2.83M | 1.30% | −182−1.5% | Reduced |
| Catalyst Capital Advisors LLC | 12,255 | $2.82M | 0.08% | +10,945+835.5% | Added |
| RFG Advisory, LLC | 12,247 | $2.82M | 0.13% | +3,863+46.1% | Added |
| Brighton Jones LLC | 12,200 | $2.81M | 0.14% | −822−6.3% | Reduced |
| Channing Global Advisors, LLC | 12,199 | $2.81M | 2.74% | +484+4.1% | Added |
| Peregrine Asset Advisers, Inc. | 12,197 | $2.81M | 1.46% | +12,197 | New |
| Windmill Hill Asset Management Ltd | 12,195 | $2.80M | 1.22% | −1,690−12.2% | Reduced |
| Duncker Streett & Co Inc | 12,190 | $2.80M | 0.65% | +17+0.1% | Added |
| Regatta Capital Group, LLC | 12,183 | $2.80M | 0.89% | −329−2.6% | Reduced |
| Occidental Asset Management, LLC | 12,150 | $2.79M | 0.65% | +157+1.3% | Added |
| Charter Trust Co | 12,127 | $2.79M | 0.22% | −1,453−10.7% | Reduced |
| Boyd Watterson Asset Management LLC | 12,120 | $2.79M | 1.22% | −41−0.3% | Reduced |
| Park Place Capital Corp | 12,111 | $2.79M | 0.82% | −1,528−11.2% | Reduced |
| Ameliora Wealth Management Ltd. | 12,099 | $2.78M | 1.65% | +191+1.6% | Added |
| Forum Financial Management, LP | 12,076 | $2.78M | 0.06% | +208+1.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 11,942 | $2.77M | 1.49% | −359,467−96.8% | Reduced |
| Bangor Savings Bank | 12,058 | $2.77M | 0.33% | −222−1.8% | Reduced |
| Rehmann Capital Advisory Group | 12,034 | $2.77M | 0.26% | −362−2.9% | Reduced |
| Private Trust Co NA | 12,000 | $2.76M | 0.36% | +1,475+14.0% | Added |
| B.O.S.S. Retirement Advisors, LLC | 11,960 | $2.75M | 0.59% | +1,166+10.8% | Added |
| Wealth Alliance | 11,952 | $2.75M | 0.43% | −1,404−10.5% | Reduced |
| Founders Financial Securities LLC | 11,948 | $2.75M | 0.36% | +649+5.7% | Added |
| Gables Capital Management Inc. | 11,903 | $2.74M | 1.91% | 00.0% | Unchanged |
| Golden State Equity Partners | 11,902 | $2.74M | 0.76% | +575+5.1% | Added |
| Simmons Bank | 11,893 | $2.74M | 0.24% | −446−3.6% | Reduced |
| Cypress Capital, LLC | 11,891 | $2.74M | 0.80% | −15−0.1% | Reduced |
| Triasima Portfolio Management inc. | 11,889 | $2.73M | 0.25% | +5,575+88.3% | Added |
| Y.D. More Investments Ltd | 11,886 | $2.73M | 0.56% | −3,902−24.7% | Reduced |
| Navalign, LLC | 11,873 | $2.73M | 1.04% | +794+7.2% | Added |
| Kinsale Capital Group, Inc. | 11,862 | $2.73M | 1.55% | +3,341+39.2% | Added |
| Sweet Financial Partners, LLC | 11,837 | $2.72M | 0.72% | +337+2.9% | Added |
| Cohen Investment Advisors LLC | 11,804 | $2.72M | 2.18% | −592−4.8% | Reduced |
| Edentree Asset Management Ltd | 11,800 | $2.71M | 1.06% | +5,400+84.4% | Added |
| Omers Administration Corp | 11,782 | $2.71M | 0.04% | −25,286−68.2% | Reduced |
| Belpointe Asset Management LLC | 11,768 | $2.71M | 0.28% | +3,276+38.6% | Added |
| TCWP LLC | 11,766 | $2.71M | 2.06% | +6+0.1% | Added |
| V-Square Quantitative Management LLC | 11,709 | $2.69M | 1.19% | +2,027+20.9% | Added |
| V Wealth Advisors LLC | 11,701 | $2.69M | 2.18% | −25,449−68.5% | Reduced |
| Keudell/Morrison Wealth Management | 11,688 | $2.69M | 0.82% | −86−0.7% | Reduced |
| Canandaigua National Bank & Trust Co | 11,632 | $2.68M | 0.43% | −360−3.0% | Reduced |
| Selective Wealth Management, Inc. | 11,525 | $2.66M | 1.46% | −808−6.6% | Reduced |
| Gordian Capital Singapore Pte Ltd | 11,571 | $2.66M | 2.87% | +3,839+49.7% | Added |
| Harfst & Associates, Inc. | 11,571 | $2.66M | 0.75% | −74−0.6% | Reduced |
| Laidlaw Wealth Management LLC | 11,567 | $2.66M | 0.88% | −9,045−43.9% | Reduced |
| Tsai Capital Corp | 11,546 | $2.66M | 2.54% | +53+0.5% | Added |
| EverSource Wealth Advisors, LLC | 11,543 | $2.65M | 0.28% | −41−0.4% | Reduced |
| Old Mission Investment Co LLC | 11,533 | $2.65M | 1.03% | +9+0.1% | Added |
| Canton Hathaway, LLC | 11,516 | $2.65M | 0.84% | +700+6.5% | Added |
| Enterprise Bank & Trust Co | 11,509 | $2.65M | 1.09% | −52−0.4% | Reduced |
| Marcum Wealth, LLC | 11,503 | $2.65M | 0.32% | +2,413+26.5% | Added |
| PFG Investments, LLC | 11,495 | $2.64M | 0.50% | +990+9.4% | Added |
| Lindbrook Capital, LLC | 11,479 | $2.64M | 0.30% | −2,020−15.0% | Reduced |
| Eads & Heald Wealth Management | 11,471 | $2.64M | 1.38% | −358−3.0% | Reduced |
| WealthShield Partners, LLC | 11,451 | $2.63M | 0.40% | −1,953−14.6% | Reduced |
| Sterling Investment Counsel, LLC | 11,422 | $2.63M | 1.51% | +85+0.7% | Added |
| American Investment Services, Inc. | 11,376 | $2.62M | 0.56% | −276−2.4% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 11,311 | $2.60M | 0.19% | +717+6.8% | Added |
| XTX Topco Ltd | 11,304 | $2.60M | 0.44% | +11,304 | New |