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 8 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
- 3,781
- +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
- 1,526 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 |
|---|---|---|---|---|---|
| Williamson Legacy Group, LLC | 7,544 | $1.96M | 1.82% | +7,544 | New |
| Beacon Financial Advisory LLC | 7,553 | $1.97M | 0.95% | −16−0.2% | Reduced |
| First Trust Investment Solutions L.P. | 7,577 | $1.97M | 0.41% | +7,577 | New |
| Fluent Financial, LLC | 7,593 | $1.98M | 1.17% | −1,963−20.5% | Reduced |
| Midwest Professional Planners, LTD. | 7,607 | $1.98M | 0.79% | +481+6.7% | Added |
| Apexium Financial, LP | 7,611 | $1.98M | 0.14% | +3,889+104.5% | Added |
| Fortune Financial Advisors, LLC | 7,613 | $1.98M | 1.38% | +326+4.5% | Added |
| First Personal Financial Services | 7,655 | $1.99M | 0.48% | −74−1.0% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 7,657 | $1.99M | 2.29% | −551−6.7% | Reduced |
| Catalyst Financial Partners LLC | 7,665 | $2.00M | 0.56% | +395+5.4% | Added |
| Harvey Investment Co LLC | 7,669 | $2.00M | 0.24% | 00.0% | Unchanged |
| Lindsell Train LtdSuperinvestorLindsell Train | 7,700 | $2.01M | 0.04% | +400+5.5% | Added |
| Steward Partners Investment Solutions, LLC | 7,708 | $2.01M | 0.84% | +7,708 | New |
| Menora Mivtachim Holdings Ltd. | 7,730 | $2.01M | 0.02% | +5,030+186.3% | Added |
| Constitution Capital LLC | 7,735 | $2.01M | 1.22% | +415+5.7% | Added |
| Cape Ann Savings Bank | 7,379 | $2.02M | 1.33% | +81+1.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7,766 | $2.02M | 0.40% | −50−0.6% | Reduced |
| Tranquility Partners, LLC | 7,770 | $2.02M | 0.85% | −356−4.4% | Reduced |
| Kathleen S. Wright Associates Inc. | 7,717 | $2.03M | 1.03% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 7,791 | $2.03M | 0.62% | −168−2.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 7,800 | $2.03M | 0.52% | −5,647−42.0% | Reduced |
| Icon Advisers Inc | 7,850 | $2.04M | 0.47% | 00.0% | Unchanged |
| Ballast Advisors LLC | 7,862 | $2.05M | 0.76% | +177+2.3% | Added |
| Northstar Asset Management LLC | 7,877 | $2.05M | 0.54% | 00.0% | Unchanged |
| US Asset Management LLC | 7,880 | $2.05M | 2.03% | +7,880 | New |
| J. Stern & Co. LLP | 7,510 | $2.05M | 0.37% | +7,510 | New |
| HF Advisory Group, LLC | 7,899 | $2.06M | 1.31% | +1,280+19.3% | Added |
| Gray Wealth Management Inc. | 7,901 | $2.06M | 1.00% | +222+2.9% | Added |
| Good Life Advisors, LLC | 7,901 | $2.06M | 0.20% | −5,678−41.8% | Reduced |
| Cooper Financial Group | 7,926 | $2.06M | 0.38% | +476+6.4% | Added |
| Resources Management Corp | 7,947 | $2.07M | 0.31% | −83−1.0% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 7,949 | $2.07M | 0.99% | +445+5.9% | Added |
| Arbor Capital Management Inc | 8,035 | $2.07M | 1.56% | −274−3.3% | Reduced |
| Buckingham Strategic Partners | 7,964 | $2.07M | 0.10% | +845+11.9% | Added |
| Stonebrook Private Inc. | 7,967 | $2.07M | 0.69% | +7,967 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 7,995 | $2.08M | 0.01% | −7,931−49.8% | Reduced |
| Snider Financial Group | 8,008 | $2.08M | 0.96% | +398+5.2% | Added |
| Benchmark Investment Advisors LLC | 8,016 | $2.09M | 1.93% | −2,924−26.7% | Reduced |
| Commonwealth Retirement Investments LLC | 8,028 | $2.09M | 1.11% | +8,028 | New |
| Second Line Capital, LLC | 8,030 | $2.09M | 0.84% | +8,030 | New |
| 9258 Wealth Management, LLC | 8,043 | $2.09M | 0.37% | +1,387+20.8% | Added |
| Emfo, LLC | 8,046 | $2.09M | 1.95% | −700−8.0% | Reduced |
| Portfolio Design Labs, LLC | 8,069 | $2.10M | 0.80% | +8,069 | New |
| Brown, Lisle/Cummings, Inc. | 8,087 | $2.11M | 0.78% | −51−0.6% | Reduced |
| First Heartland Consultants, Inc. | 8,135 | $2.12M | 0.26% | −390−4.6% | Reduced |
| Derbend Asset Management | 8,157 | $2.12M | 1.23% | +29+0.4% | Added |
| Ellsworth Advisors, LLC | 8,187 | $2.13M | 0.67% | −20,093−71.1% | Reduced |
| Colton Groome Financial Advisors, LLC | 8,217 | $2.14M | 0.93% | +1,217+17.4% | Added |
| Northwest Bancshares, Inc. | 8,222 | $2.14M | 0.39% | −173−2.1% | Reduced |
| Verus Capital Partners, LLC | 8,298 | $2.16M | 0.26% | −368−4.2% | Reduced |
| Systematic Financial Management LP | 8,300 | $2.16M | 0.06% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 8,308 | $2.16M | 0.05% | +10.0% | Added |
| Cypress Capital Management LLC (WY) | 8,312 | $2.16M | 2.37% | −245−2.9% | Reduced |
| Meridian Financial Partners LLC | 8,101 | $2.17M | 2.23% | +236+3.0% | Added |
| Sculati Wealth Management, LLC | 8,352 | $2.17M | 1.01% | +257+3.2% | Added |
| Dudley Capital Management, LLC | 8,367 | $2.18M | 1.40% | 00.0% | Unchanged |
| Inscription Capital, LLC | 8,368 | $2.18M | 0.60% | +1,809+27.6% | Added |
| DRW Securities, LLC | 8,366 | $2.18M | 0.07% | −7,407−47.0% | Reduced |
| Altman Advisors, Inc. | 8,378 | $2.18M | 1.14% | −1,249−13.0% | Reduced |
| Consolidated Planning Corp | 8,405 | $2.19M | 0.41% | +785+10.3% | Added |
| SRN Advisors, LLC | 8,436 | $2.20M | 1.97% | +757+9.9% | Added |
| PDS Planning, Inc | 8,436 | $2.20M | 0.25% | +571+7.3% | Added |
| Regal Investment Advisors LLC | 8,465 | $2.20M | 0.17% | +79+0.9% | Added |
| Mark Sheptoff Financial Planning, LLC | 8,484 | $2.21M | 1.33% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 8,486 | $2.21M | 0.57% | +146+1.8% | Added |
| CNB Bank | 8,485 | $2.21M | 1.19% | +568+7.2% | Added |
| Savoie Capital LLC | 8,500 | $2.21M | 0.51% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 8,536 | $2.22M | 0.58% | −466−5.2% | Reduced |
| Summit X, LLC | 8,555 | $2.23M | 0.63% | +492+6.1% | Added |
| First Nebraska Trust Co | 8,559 | $2.23M | 0.26% | +265+3.2% | Added |
| DCM Advisors, LLC | 8,579 | $2.23M | 0.80% | +1,927+29.0% | Added |
| Indiana Trust & Investment Management CO | 8,611 | $2.24M | 1.01% | −55−0.6% | Reduced |
| Joseph Group Capital Management | 8,616 | $2.24M | 1.30% | +216+2.6% | Added |
| Deane Retirement Strategies, Inc. | 8,617 | $2.24M | 1.22% | −11−0.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 8,651 | $2.25M | 0.44% | +3,281+61.1% | Added |
| Verition Fund Management LLC | 8,666 | $2.26M | 0.02% | −10,429−54.6% | Reduced |
| Systematic Alpha Investments, LLC | 8,673 | $2.26M | 0.10% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 8,675 | $2.26M | 0.44% | +961+12.5% | Added |
| Fort Point Capital Partners LLC | 8,736 | $2.27M | 0.35% | +16+0.2% | Added |
| Laidlaw Wealth Management LLC | 8,742 | $2.28M | 0.83% | −2,825−24.4% | Reduced |
| Terra Nova Asset Management LLC | 8,783 | $2.29M | 2.00% | −405−4.4% | Reduced |
| Callahan Advisors, LLC | 8,794 | $2.29M | 0.27% | +49+0.6% | Added |
| ForthRight Wealth Management, LLC | 8,797 | $2.29M | 0.89% | −956−9.8% | Reduced |
| Bell Bank | 8,834 | $2.30M | 0.22% | −154−1.7% | Reduced |
| Alaethes Wealth LLC | 8,843 | $2.30M | 1.09% | +37+0.4% | Added |
| Winthrop Advisory Group LLC | 8,853 | $2.30M | 0.36% | +2,289+34.9% | Added |
| Oakworth Capital, Inc. | 8,868 | $2.31M | 0.19% | +341+4.0% | Added |
| Vise Technologies, Inc. | 8,883 | $2.31M | 0.50% | −94−1.0% | Reduced |
| Legacy Private Trust Co. | 8,935 | $2.33M | 0.18% | −81−0.9% | Reduced |
| Columbia Trust Co 01012016 | 8,991 | $2.34M | 1.06% | +1,128+14.3% | Added |
| Byrne Asset Management LLC | 9,042 | $2.34M | 1.79% | −132−1.4% | Reduced |
| Kathmere Capital Management, LLC | 9,008 | $2.35M | 0.30% | −215−2.3% | Reduced |
| Lipe & Dalton | 9,028 | $2.35M | 1.28% | −100−1.1% | Reduced |
| Weaver Capital Management LLC | 9,029 | $2.35M | 0.95% | +9,029 | New |
| S&CO Inc | 9,057 | $2.36M | 0.18% | +100+1.1% | Added |
| Greenup Street Wealth Management LLC | 9,106 | $2.37M | 0.66% | −2,176−19.3% | Reduced |
| Fiduciary Family Office, LLC | 9,109 | $2.37M | 1.04% | +9,109 | New |
| Great Diamond Partners, LLC | 9,123 | $2.38M | 0.59% | −39−0.4% | Reduced |
| RDST Capital LLC | 9,125 | $2.38M | 0.76% | −670−6.8% | Reduced |
| Boomfish Wealth Group, LLC | 9,173 | $2.39M | 1.72% | +9,173 | New |