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, 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 | 4,592 | $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, 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 |
|---|---|---|---|---|---|
| Houlihan Financial Resource Group, Ltd. | 12,116 | $3.15M | 1.53% | +174+1.5% | Added |
| Simmons Bank | 12,116 | $3.15M | 0.26% | +223+1.9% | Added |
| Edgestream Partners, L.P. | 12,128 | $3.16M | 0.23% | −14,494−54.4% | Reduced |
| WESPAC Advisors SoCal, LLC | 12,138 | $3.16M | 0.92% | −504−4.0% | Reduced |
| Rehmann Capital Advisory Group | 12,154 | $3.16M | 0.26% | +120+1.0% | Added |
| Enterprise Bank & Trust Co | 12,157 | $3.17M | 1.13% | +648+5.6% | Added |
| IMA Wealth, Inc. | 12,183 | $3.17M | 1.59% | −864−6.6% | Reduced |
| Cetera Trust Company, N.A | 12,186 | $3.17M | 1.98% | +12,186 | New |
| Windmill Hill Asset Management Ltd | 12,195 | $3.17M | 1.85% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 12,205 | $3.18M | 1.55% | +8+0.1% | Added |
| Wealth Alliance | 12,221 | $3.18M | 0.45% | +269+2.3% | Added |
| Triangle Securities Wealth Management | 12,242 | $3.19M | 0.99% | −184−1.5% | Reduced |
| Regatta Capital Group, LLC | 12,249 | $3.19M | 0.84% | +66+0.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 12,258 | $3.19M | 0.22% | +947+8.4% | Added |
| Bank Hapoalim BM | 12,270 | $3.19M | 0.44% | −497−3.9% | Reduced |
| Soltis Investment Advisors LLC | 12,276 | $3.20M | 0.36% | +10,443+569.7% | Added |
| EverSource Wealth Advisors, LLC | 12,279 | $3.20M | 0.29% | +736+6.4% | Added |
| Geneva Capital Management LLC | 12,286 | $3.20M | 0.06% | −616−4.8% | Reduced |
| Pacific Global Investment Management CO | 12,287 | $3.20M | 0.65% | −77−0.6% | Reduced |
| Charter Trust Co | 12,301 | $3.20M | 0.24% | +174+1.4% | Added |
| HighVista Strategies LLC | 12,327 | $3.21M | 1.16% | +3,600+41.3% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 12,328 | $3.21M | 1.74% | −60.0% | Reduced |
| Waterloo Capital, L.P. | 12,340 | $3.21M | 0.52% | +5,172+72.2% | Added |
| Beacon Financial Group | 12,342 | $3.21M | 0.39% | −1,233−9.1% | Reduced |
| PFG Investments, LLC | 12,362 | $3.22M | 0.60% | +867+7.5% | Added |
| Channing Global Advisors, LLC | 12,364 | $3.22M | 2.51% | +165+1.4% | Added |
| Fosun International Ltd | 12,421 | $3.23M | 0.66% | −24,558−66.4% | Reduced |
| Occidental Asset Management, LLC | 12,433 | $3.24M | 0.67% | +283+2.3% | Added |
| Duncker Streett & Co Inc | 12,435 | $3.24M | 0.68% | +245+2.0% | Added |
| TrinityPoint Wealth, LLC | 12,443 | $3.24M | 0.59% | −121−1.0% | Reduced |
| Intrepid Financial Planning Group LLC | 12,444 | $3.24M | 1.55% | −265−2.1% | Reduced |
| Arlington Partners LLC | 12,465 | $3.25M | 0.93% | −123−1.0% | Reduced |
| Forum Financial Management, LP | 12,468 | $3.25M | 0.06% | +392+3.2% | Added |
| Community Bank, N.A. | 12,480 | $3.25M | 0.42% | +160+1.3% | Added |
| Unique Wealth Strategies, LLC | 12,490 | $3.25M | 2.17% | +12,490 | New |
| Olstein Capital Management, L.P. | 12,500 | $3.25M | 0.55% | −8,500−40.5% | Reduced |
| Parkside Financial Bank & Trust | 12,529 | $3.26M | 0.59% | +1,476+13.4% | Added |
| Argus Investors' Counsel, Inc. | 12,536 | $3.26M | 2.10% | −20−0.2% | Reduced |
| Boyd Watterson Asset Management LLC | 12,564 | $3.27M | 1.29% | +444+3.7% | Added |
| Lederer & Associates Investment Counsel | 12,589 | $3.28M | 2.43% | −214−1.7% | Reduced |
| Gryphon Financial Partners LLC | 13,640 | $3.28M | 0.58% | +4,774+53.8% | Added |
| Virtu Financial LLC | 12,680 | $3.30M | 0.26% | +12,680 | New |
| Continuum Advisory, LLC | 12,721 | $3.31M | 0.47% | −22,238−63.6% | Reduced |
| Associated Banc-Corp | 12,753 | $3.32M | 0.12% | +189+1.5% | Added |
| Founders Financial Securities LLC | 12,769 | $3.32M | 0.37% | +821+6.9% | Added |
| RFG Advisory, LLC | 12,774 | $3.33M | 0.13% | +527+4.3% | Added |
| Cubic Asset Management, LLC | 12,781 | $3.33M | 0.85% | −125−1.0% | Reduced |
| TFG Advisers LLC | 12,841 | $3.34M | 1.40% | +90+0.7% | Added |
| First National Bank Sioux Falls | 12,852 | $3.35M | 1.72% | 00.0% | Unchanged |
| WBI Investments | 12,873 | $3.35M | 0.67% | +5,636+77.9% | Added |
| BBR Partners, LLC | 12,891 | $3.36M | 0.34% | +110+0.9% | Added |
| Norden Group LLC | 12,912 | $3.36M | 0.59% | −1,430−10.0% | Reduced |
| Wolff Wiese Magana LLC | 12,927 | $3.37M | 3.20% | −1,261−8.9% | Reduced |
| Wellington Shields & Co., LLC | 12,935 | $3.37M | 1.24% | −575−4.3% | Reduced |
| Jackson Wealth Management, LLC | 12,970 | $3.38M | 0.44% | +333+2.6% | Added |
| Y.D. More Investments Ltd | 12,975 | $3.38M | 0.69% | +1,089+9.2% | Added |
| Lindbrook Capital, LLC | 13,014 | $3.39M | 0.34% | +1,535+13.4% | Added |
| Capital Advisors Wealth Management, LLC | 13,024 | $3.39M | 0.77% | +169+1.3% | Added |
| Leeward Financial Partners, LLC | 13,043 | $3.40M | 1.64% | +173+1.3% | Added |
| Nikulski Financial, Inc. | 13,048 | $3.40M | 1.24% | +120+0.9% | Added |
| Centiva Capital, LP | 13,062 | $3.40M | 0.21% | −22,840−63.6% | Reduced |
| Steel Peak Wealth Management LLC | 13,113 | $3.41M | 0.20% | −372−2.8% | Reduced |
| Arkadios Wealth Advisors | 13,133 | $3.42M | 0.29% | +803+6.5% | Added |
| Brighton Jones LLC | 13,142 | $3.42M | 0.14% | +942+7.7% | Added |
| Andrew Hill Investment Advisors, Inc. | 13,163 | $3.43M | 3.57% | +13,163 | New |
| Sweet Financial Partners, LLC | 13,176 | $3.43M | 0.82% | +1,339+11.3% | Added |
| Certified Advisory Corp | 13,193 | $3.43M | 0.52% | −15,608−54.2% | Reduced |
| Clear Rock Advisors, LLC | 12,432 | $3.44M | 1.55% | +12,432 | New |
| Lynch Asset Management, Inc. | 13,200 | $3.44M | 1.97% | +2,000+17.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,202 | $3.44M | 0.54% | −121−0.9% | Reduced |
| JB Capital LLC | 13,224 | $3.44M | 0.25% | −6,777−33.9% | Reduced |
| Brasada Capital Management, LP | 13,266 | $3.45M | 0.68% | −64−0.5% | Reduced |
| RMR Wealth Builders | 13,295 | $3.46M | 0.49% | +570+4.5% | Added |
| Stoneridge Investment Partners LLC | 13,301 | $3.46M | 1.46% | −31−0.2% | Reduced |
| Accuvest Global Advisors | 13,302 | $3.46M | 3.69% | −255−1.9% | Reduced |
| Personal Cfo Solutions, LLC | 13,309 | $3.47M | 0.60% | +2,319+21.1% | Added |
| Ulland Investment Advisors, LLC | 13,328 | $3.47M | 3.50% | −196−1.4% | Reduced |
| Manchester Financial Inc | 13,334 | $3.47M | 0.97% | +55+0.4% | Added |
| Excalibur Management Corp | 13,340 | $3.47M | 1.63% | −874−6.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 13,386 | $3.49M | 0.84% | +415+3.2% | Added |
| Catalyst Capital Advisors LLC | 13,410 | $3.49M | 0.09% | +1,155+9.4% | Added |
| Redwood Investment Management, LLC | 13,545 | $3.53M | 0.32% | −5,048−27.2% | Reduced |
| Invesco, LLC | 13,576 | $3.53M | 1.64% | −74−0.5% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 13,600 | $3.54M | 1.23% | −1,700−11.1% | Reduced |
| Pictet Bank & Trust Ltd | 13,601 | $3.54M | 3.59% | −2,230−14.1% | Reduced |
| KMG Fiduciary Partners, LLC | 13,607 | $3.54M | 0.41% | +523+4.0% | Added |
| 1st Source Bank | 13,627 | $3.55M | 0.21% | −101−0.7% | Reduced |
| Quadcap Wealth Management, LLC | 13,628 | $3.55M | 0.92% | +13,628 | New |
| Aries Wealth Management | 13,637 | $3.55M | 1.27% | −150−1.1% | Reduced |
| Private Capital Management LLC | 13,643 | $3.55M | 0.86% | −208−1.5% | Reduced |
| Solstein Capital, LLC | 13,645 | $3.55M | 2.63% | +20.0% | Added |
| Richard Bernstein Advisors LLC | 13,652 | $3.55M | 0.08% | +8+0.1% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 13,698 | $3.57M | 1.82% | −584−4.1% | Reduced |
| Little House Capital LLC | 13,779 | $3.59M | 1.31% | +652+5.0% | Added |
| Robbins Farley LLC | 13,824 | $3.60M | 2.26% | −892−6.1% | Reduced |
| Buckhead Capital Management LLC | 13,827 | $3.60M | 1.33% | +108+0.8% | Added |
| Prosperity Consulting Group, LLC | 13,877 | $3.61M | 1.21% | +1,125+8.8% | Added |
| Wedmont Private Capital | 13,803 | $3.62M | 0.30% | +1,669+13.8% | Added |
| Northcape Capital Pty Ltd | 13,953 | $3.63M | 0.43% | −1,613−10.4% | Reduced |
| Institute for Wealth Management, LLC. | 13,956 | $3.63M | 0.59% | −23−0.2% | Reduced |