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, Q4 2023
Institutional positions in Visa Inc. as of Dec 31, 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
- 3,782
- +321 vs. Q3 2023
- Shares held
- 1.52B
- −1.81M (−0.1%) vs. Q3 2023
- Total value
- $394.4B
- +$45.4B (+13.0%) vs. Q3 2023
- New holders
- 427
- 1,527 more added
- Sold out
- 106
- 1,446 more reduced
62 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Visa Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Groesbeck Investment Management Corp | 4,289 | $1.12M | 1.55% | +25+0.6% | Added |
| Patron Partners Advisors, LLC | 4,295 | $1.12M | 0.74% | +42+1.0% | Added |
| Cim Investment Mangement Inc | 4,296 | $1.12M | 0.36% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 4,298 | $1.12M | 0.11% | −493−10.3% | Reduced |
| Alta Advisers Ltd | 4,300 | $1.12M | 0.60% | 00.0% | Unchanged |
| VELA Investment Management, LLC | 4,300 | $1.12M | 0.45% | +9+0.2% | Added |
| Michael B. Yongue | 4,302 | $1.12M | 1.00% | −9−0.2% | Reduced |
| First Interstate Bank | 4,302 | $1.12M | 0.08% | +148+3.6% | Added |
| Retirement Guys Formula LLC | 4,306 | $1.12M | 0.60% | +338+8.5% | Added |
| Matisse Capital | 4,327 | $1.13M | 0.60% | +17+0.4% | Added |
| Horizon Kinetics Asset Management LLC | 4,339 | $1.13M | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 4,349 | $1.13M | 0.18% | −25−0.6% | Reduced |
| Lazari Capital Management, Inc. | 4,362 | $1.14M | 0.65% | −29−0.7% | Reduced |
| RMR Capital Management, LLC | 4,362 | $1.14M | 1.30% | +4,362 | New |
| Wealth Management Partners, LLC | 4,366 | $1.14M | 0.63% | 00.0% | Unchanged |
| LGL Partners, LLC | 4,383 | $1.14M | 0.16% | 00.0% | Unchanged |
| IFG Advisory, LLC | 4,404 | $1.15M | 0.08% | +145+3.4% | Added |
| Cozad Asset Management Inc | 4,419 | $1.15M | 0.13% | +84+1.9% | Added |
| FirstPurpose Wealth LLC | 4,421 | $1.15M | 0.44% | +98+2.3% | Added |
| First National Bank | 4,421 | $1.15M | 0.91% | −60−1.3% | Reduced |
| Westbourne Investment Advisors, Inc. | 4,429 | $1.15M | 0.46% | −60−1.3% | Reduced |
| Kozak & Associates, Inc. | 4,349 | $1.15M | 0.37% | −763−14.9% | Reduced |
| Beese Fulmer Investment Management, Inc. | 4,431 | $1.15M | 0.12% | +38+0.9% | Added |
| Private Portfolio Partners LLC | 4,443 | $1.16M | 0.27% | +211+5.0% | Added |
| Outlook Wealth Advisors, LLC | 4,458 | $1.16M | 0.41% | −288−6.1% | Reduced |
| ISAM Funds (UK) Ltd | 4,475 | $1.17M | 0.83% | +4,475 | New |
| Hazlett, Burt & Watson, Inc. | 4,476 | $1.17M | 0.79% | −78−1.7% | Reduced |
| Elgethun Capital Management | 4,487 | $1.17M | 0.33% | +10.0% | Added |
| Peoples Financial Services Corp. | 4,487 | $1.17M | 0.51% | −9−0.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 4,493 | $1.17M | 0.54% | 00.0% | Unchanged |
| STAR Financial Bank | 4,496 | $1.17M | 1.07% | +285+6.8% | Added |
| Orion Capital Management LLC | 4,497 | $1.17M | 0.69% | −280−5.9% | Reduced |
| Satovsky Asset Management LLC | 4,499 | $1.17M | 0.36% | −137−3.0% | Reduced |
| Paulson Wealth Management Inc. | 4,501 | $1.17M | 0.38% | +1,170+35.1% | Added |
| CVA Family Office, LLC | 4,505 | $1.17M | 0.23% | −170−3.6% | Reduced |
| Watershed Private Wealth LLC | 4,506 | $1.17M | 0.65% | −220−4.7% | Reduced |
| Westover Capital Advisors, LLC | 4,525 | $1.18M | 0.38% | +61+1.4% | Added |
| Agate Pass Investment Management, LLC | 4,529 | $1.18M | 0.68% | −7−0.2% | Reduced |
| ORG Partners LLC | 4,533 | $1.18M | 0.20% | +157+3.6% | Added |
| Plancorp, LLC | 4,548 | $1.18M | 0.06% | +338+8.0% | Added |
| Rockingstone Advisors LLC | 4,552 | $1.19M | 0.66% | −916−16.8% | Reduced |
| Trust Co of the South | 4,554 | $1.19M | 0.31% | +4,554 | New |
| Newbridge Financial Services Group, Inc. | 4,560 | $1.19M | 0.58% | −436−8.7% | Reduced |
| Grey Street Capital, LLC | 4,562 | $1.19M | 0.57% | +334+7.9% | Added |
| Tilt Investment Management Holdings, PBC | 4,564 | $1.19M | 1.28% | −4,024−46.9% | Reduced |
| Private Advisory Group LLC | 4,568 | $1.19M | 0.21% | −749−14.1% | Reduced |
| W.H. Cornerstone Investments Inc. | 4,595 | $1.20M | 0.95% | +478+11.6% | Added |
| Horiko Capital Management LLC | 4,600 | $1.20M | 0.43% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 4,604 | $1.20M | 1.05% | +4,604 | New |
| Pacific Center for Financial Services | 4,607 | $1.20M | 0.38% | +216+4.9% | Added |
| Prentice Wealth Management LLC | 4,611 | $1.20M | 0.47% | +201+4.6% | Added |
| Wesbanco Bank Inc | 4,611 | $1.20M | 0.07% | −3,315−41.8% | Reduced |
| Bowman & Co S.C. | 4,616 | $1.20M | 0.84% | +342+8.0% | Added |
| Centerpoint Advisors, LLC | 4,627 | $1.21M | 0.47% | −13−0.3% | Reduced |
| Prudent Man Advisors, LLC | 4,632 | $1.21M | 0.45% | −48−1.0% | Reduced |
| Caitlin John, LLC | 4,637 | $1.21M | 0.99% | +4,637 | New |
| Mountain Pacific Investment Advisers Inc | 4,641 | $1.21M | 0.07% | +688+17.4% | Added |
| AlphaQ Advisors LLC | 4,645 | $1.21M | 0.84% | −2,660−36.4% | Reduced |
| Salomon & Ludwin, LLC | 5,261 | $1.21M | 0.13% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 4,648 | $1.21M | 1.05% | +4,648 | New |
| Three Bridge Wealth Advisors, LLC | 4,652 | $1.21M | 0.42% | −175−3.6% | Reduced |
| Rogco, LP | 4,654 | $1.21M | 0.53% | +1,757+60.6% | Added |
| Corundum Group, Inc. | 4,656 | $1.21M | 0.61% | −68−1.4% | Reduced |
| Roberts Glore & Co Inc | 4,656 | $1.21M | 0.38% | −15−0.3% | Reduced |
| Greenfield Savings Bank | 4,659 | $1.21M | 0.70% | +88+1.9% | Added |
| Pacific Sage Partners, LLC | 4,659 | $1.21M | 0.33% | +43+0.9% | Added |
| Mountain Capital Investment Advisors, Inc | 4,620 | $1.21M | 0.41% | +445+10.7% | Added |
| Buckley Wealth Management, LLC | 4,668 | $1.22M | 0.42% | −55−1.2% | Reduced |
| S.A. Mason LLC | 4,679 | $1.22M | 0.82% | −74−1.6% | Reduced |
| Carmignac Gestion | 4,681 | $1.22M | 0.02% | +134+2.9% | Added |
| Visionary Wealth Advisors | 4,685 | $1.22M | 0.09% | +177+3.9% | Added |
| First Financial Bankshares Inc | 4,692 | $1.22M | 0.03% | +4,692 | New |
| Monograph Wealth Advisors, LLC | 4,692 | $1.22M | 0.22% | +180+4.0% | Added |
| Strategy Asset Managers LLC | 4,710 | $1.23M | 0.29% | +46+1.0% | Added |
| Strategic Investment Advisors | 4,720 | $1.23M | 0.18% | −956−16.8% | Reduced |
| JT Stratford LLC | 4,721 | $1.23M | 0.28% | −3,751−44.3% | Reduced |
| Nicolet Bankshares Inc | 4,723 | $1.23M | 0.33% | +150+3.3% | Added |
| Monterey Private Wealth, Inc. | 4,723 | $1.23M | 0.56% | +345+7.9% | Added |
| Copperleaf Capital, LLC | 4,727 | $1.23M | 1.25% | −150−3.1% | Reduced |
| St. Johns Investment Management Company, LLC | 4,729 | $1.23M | 0.63% | +396+9.1% | Added |
| Astoria Portfolio Advisors LLC. | 4,454 | $1.23M | 0.50% | +490+12.4% | Added |
| Elevated Capital Advisors, LLC | 4,736 | $1.23M | 0.39% | +161+3.5% | Added |
| Aft, Forsyth & Sober, LLC | 4,750 | $1.24M | 0.48% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 4,754 | $1.24M | 0.30% | −241−4.8% | Reduced |
| Baker Avenue Asset Management, LP | 4,756 | $1.24M | 0.05% | +365+8.3% | Added |
| Roman Butler Fullerton & Co | 4,622 | $1.24M | 0.48% | −63−1.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 4,763 | $1.24M | 0.58% | +6+0.1% | Added |
| Willow Creek Wealth Management Inc. | 4,764 | $1.24M | 0.16% | +406+9.3% | Added |
| Glassman Wealth Services | 4,769 | $1.24M | 0.18% | −27−0.6% | Reduced |
| First National Bank of Hutchinson | 4,770 | $1.24M | 0.89% | −35−0.7% | Reduced |
| Werba Rubin Papier Wealth Management | 4,778 | $1.24M | 0.42% | +810+20.4% | Added |
| Aviso Wealth Management | 4,786 | $1.25M | 0.90% | +4,786 | New |
| Plato Investment Management Ltd | 4,786 | $1.25M | 1.53% | +4,786 | New |
| Clifford Swan Investment Counsel LLC | 4,800 | $1.25M | 0.05% | −173−3.5% | Reduced |
| Intact Investment Management Inc. | 4,800 | $1.25M | 0.05% | 00.0% | Unchanged |
| Knoll Capital Management, LLC | 4,850 | $1.25M | 1.04% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 4,821 | $1.26M | 1.19% | +4,821 | New |
| Jacobsen Capital Management | 4,827 | $1.26M | 0.64% | −642−11.7% | Reduced |
| Trust Investment Advisors | 4,829 | $1.26M | 0.98% | −70−1.4% | Reduced |
| Pure Financial Advisors, Inc. | 4,835 | $1.26M | 0.04% | +388+8.7% | Added |