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 |
|---|---|---|---|---|---|
| Castleview Partners, LLC | 5,485 | $1.43M | 1.00% | +1,188+27.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 5,500 | $1.43M | 0.21% | +2,000+57.1% | Added |
| Monumental Financial Group Inc. | 5,503 | $1.43M | 0.85% | −112−2.0% | Reduced |
| Menard Financial Group LLC | 5,504 | $1.43M | 1.78% | +140+2.6% | Added |
| Monte Financial Group, LLC | 5,511 | $1.43M | 0.67% | −51−0.9% | Reduced |
| Kovack Advisors, Inc. | 5,525 | $1.44M | 0.17% | +249+4.7% | Added |
| Peoples Bank | 5,528 | $1.44M | 1.15% | −296−5.1% | Reduced |
| Alera Investment Advisors, LLC | 5,558 | $1.45M | 0.19% | −19−0.3% | Reduced |
| Woodmont Investment Counsel LLC | 5,559 | $1.45M | 0.14% | +287+5.4% | Added |
| Hodges Capital Management Inc. | 5,561 | $1.45M | 0.08% | +1,213+27.9% | Added |
| Concord Asset Management, LLC | 5,562 | $1.45M | 0.43% | +2,095+60.4% | Added |
| Gold Investment Management Ltd. | 5,572 | $1.45M | 0.62% | +5,572 | New |
| Lindenwold Advisors | 5,574 | $1.45M | 0.82% | −10−0.2% | Reduced |
| Leisure Capital Management | 5,577 | $1.45M | 0.78% | −959−14.7% | Reduced |
| Conway Capital Management, Inc. | 5,600 | $1.46M | 0.94% | 00.0% | Unchanged |
| Adirondack Trust Co | 5,163 | $1.46M | 0.63% | −151−2.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 5,608 | $1.46M | 1.68% | −30−0.5% | Reduced |
| Cape Investment Advisory, Inc. | 5,609 | $1.46M | 0.71% | +139+2.5% | Added |
| Manchester Capital Management LLC | 5,611 | $1.46M | 0.20% | +408+7.8% | Added |
| Summit Asset Management, LLC | 5,615 | $1.46M | 0.35% | +10.0% | Added |
| Barings LLC | 5,615 | $1.46M | 0.05% | −69−1.2% | Reduced |
| Smith Anglin Financial, LLC | 5,626 | $1.46M | 0.17% | −4−0.1% | Reduced |
| Gilbert & Cook, Inc. | 5,629 | $1.47M | 0.21% | +158+2.9% | Added |
| Perennial Investment Advisors, LLC | 5,632 | $1.47M | 0.24% | −200−3.4% | Reduced |
| Archer Investment Corp | 5,638 | $1.47M | 0.47% | −97−1.7% | Reduced |
| Global Endowment Management, LP | 5,647 | $1.47M | 0.16% | +830+17.2% | Added |
| National Philanthropic Trust | 5,649 | $1.47M | 0.04% | +5,649 | New |
| One Wealth Advisors, LLC | 5,661 | $1.47M | 0.28% | +498+9.6% | Added |
| Eastover Investment Advisors LLC | 5,674 | $1.48M | 0.78% | +119+2.1% | Added |
| Guyasuta Investment Advisors Inc | 5,684 | $1.48M | 0.11% | −387−6.4% | Reduced |
| Grandview Asset Management LLC | 5,684 | $1.48M | 0.78% | +28+0.5% | Added |
| Xcel Wealth Management, LLC | 5,689 | $1.48M | 0.52% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 5,713 | $1.49M | 0.92% | −200−3.4% | Reduced |
| Sanders Morris Harris LLC | 5,685 | $1.49M | 0.73% | −3,533−38.3% | Reduced |
| Childress Capital Advisors, LLC | 5,714 | $1.49M | 0.44% | +173+3.1% | Added |
| Founders Financial Alliance, LLC | 5,715 | $1.49M | 0.58% | +268+4.9% | Added |
| Harbour Investment Management LLC | 5,721 | $1.49M | 0.78% | −69−1.2% | Reduced |
| Capital Insight Partners, LLC | 5,721 | $1.49M | 0.30% | −25−0.4% | Reduced |
| Twin Lakes Capital Management, LLC | 5,758 | $1.50M | 1.03% | −604−9.5% | Reduced |
| WealthPlan Investment Management, LLC | 5,759 | $1.50M | 0.24% | +195+3.5% | Added |
| Leo Wealth, LLC | 5,698 | $1.50M | 0.16% | +5,698 | New |
| Gerber Kawasaki Wealth & Investment Management | 5,776 | $1.50M | 0.09% | −412−6.7% | Reduced |
| Sovereign Financial Group, Inc. | 5,797 | $1.51M | 0.46% | +189+3.4% | Added |
| D'Orazio & Associates, Inc. | 5,805 | $1.51M | 0.27% | +290+5.3% | Added |
| Vigilare Wealth Management | 5,813 | $1.51M | 0.78% | +20.0% | Added |
| CORDA Investment Management, LLC. | 5,820 | $1.52M | 0.13% | −43−0.7% | Reduced |
| Carl P. Sherr & Co., LLC | 5,846 | $1.52M | 0.92% | −27−0.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 5,846 | $1.52M | 0.01% | −6,691−53.4% | Reduced |
| Cross Staff Investments Inc | 5,868 | $1.53M | 1.35% | +258+4.6% | Added |
| Tealwood Asset Management Inc | 5,881 | $1.53M | 0.73% | −74−1.2% | Reduced |
| Fortis Capital Management LLC | 5,885 | $1.53M | 0.39% | +632+12.0% | Added |
| First Financial Corp | 5,893 | $1.53M | 0.78% | +151+2.6% | Added |
| Mitchell McLeod Pugh & Williams Inc | 5,896 | $1.54M | 0.41% | 00.0% | Unchanged |
| Accredited Investors Inc. | 5,898 | $1.54M | 0.11% | +15+0.3% | Added |
| Westmount Partners, LLC | 5,903 | $1.54M | 0.63% | −135−2.2% | Reduced |
| Principal Street Partners, LLC | 5,904 | $1.54M | 0.37% | −110−1.8% | Reduced |
| Covenant Partners, LLC | 5,952 | $1.55M | 0.49% | −34−0.6% | Reduced |
| Ironwood Investment Counsel, LLC | 5,956 | $1.55M | 0.29% | +4+0.1% | Added |
| Caption Management, LLC | 5,960 | $1.55M | 0.17% | +5,960 | New |
| Maia Wealth LLC | 5,974 | $1.56M | 0.63% | +5,974 | New |
| Fulcrum Capital LLC | 6,000 | $1.56M | 0.40% | −72−1.2% | Reduced |
| Etesian Wealth Advisors, Inc. | 6,004 | $1.56M | 0.94% | −120−2.0% | Reduced |
| Valley Brook Capital Group | 6,008 | $1.56M | 1.36% | +8+0.1% | Added |
| Traphagen Investment Advisors LLC | 6,009 | $1.56M | 0.18% | +228+3.9% | Added |
| Opal Wealth Advisors, LLC | 6,022 | $1.57M | 0.62% | +94+1.6% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 6,033 | $1.57M | 0.69% | +1,625+36.9% | Added |
| Nebula Research & Development LLC | 6,049 | $1.57M | 0.47% | +6,049 | New |
| Three Seasons Wealth, LLC | 6,064 | $1.58M | 1.39% | −324−5.1% | Reduced |
| Orrstown Financial Services Inc | 6,086 | $1.58M | 1.27% | +6,086 | New |
| Global Financial Private Client, LLC | 6,092 | $1.59M | 0.74% | +1,223+25.1% | Added |
| Hennessy Advisors Inc | 6,100 | $1.59M | 0.08% | −900−12.9% | Reduced |
| Operose Advisors LLC | 6,101 | $1.59M | 0.64% | −20−0.3% | Reduced |
| Moseley Investment Management Inc | 6,103 | $1.59M | 0.88% | +414+7.3% | Added |
| Zuckerman Investment Group, LLC | 6,105 | $1.59M | 0.21% | +2,975+95.0% | Added |
| Monument Capital Management | 6,119 | $1.59M | 0.51% | +252+4.3% | Added |
| Claro Advisors LLC | 6,120 | $1.59M | 0.35% | +487+8.6% | Added |
| German American Bancorp, Inc. | 6,133 | $1.60M | 0.21% | −6−0.1% | Reduced |
| United Bank | 6,151 | $1.60M | 0.20% | 00.0% | Unchanged |
| Riverpark Capital Management LLC | 6,173 | $1.61M | 2.46% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 6,184 | $1.61M | 0.81% | +6,184 | New |
| First Command Advisory Services, Inc. | 6,208 | $1.62M | 0.02% | −10.0% | Reduced |
| Delta Financial Group, Inc. | 6,216 | $1.62M | 0.51% | −152−2.4% | Reduced |
| Bremer Bank National Association | 6,221 | $1.62M | 0.30% | −170−2.7% | Reduced |
| Eqis Capital Management, Inc. | 6,222 | $1.62M | 0.13% | +344+5.9% | Added |
| Davis Capital Management | 6,231 | $1.62M | 1.56% | +6,231 | New |
| Renasant Bank | 6,233 | $1.62M | 1.29% | −196−3.0% | Reduced |
| Octavia Wealth Advisors, LLC | 6,257 | $1.63M | 0.29% | −5−0.1% | Reduced |
| Dumont & Blake Investment Advisors LLC | 6,263 | $1.63M | 0.50% | −175−2.7% | Reduced |
| Goodman Advisory Group, LLC | 6,267 | $1.63M | 0.56% | +3,922+167.2% | Added |
| Perpetual Ltd | 6,292 | $1.64M | 0.02% | −2,052−24.6% | Reduced |
| Sky Investment Group LLC | 6,315 | $1.64M | 0.35% | +5+0.1% | Added |
| Dantai Capital Ltd | 6,330 | $1.65M | 2.08% | +2,630+71.1% | Added |
| Waypoint Capital Advisors, LLC | 6,348 | $1.65M | 0.48% | −17−0.3% | Reduced |
| OneAscent Financial Services LLC | 6,350 | $1.65M | 0.21% | +1,903+42.8% | Added |
| TRUE Private Wealth Advisors | 6,361 | $1.66M | 0.21% | −179−2.7% | Reduced |
| Lafayette Investments, Inc. | 6,364 | $1.66M | 0.41% | +68+1.1% | Added |
| Autumn Glory Partners, LLC | 6,353 | $1.66M | 0.94% | +146+2.4% | Added |
| Somerville Kurt F | 6,382 | $1.66M | 0.31% | −125−1.9% | Reduced |
| PFC Capital Group, Inc. | 6,385 | $1.66M | 0.99% | +6,385 | New |
| One Wealth Management Investment & Advisory Services, LLC | 6,399 | $1.67M | 0.74% | +6,399 | New |