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
- 3,782
- +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 |
|---|---|---|---|---|---|
| Consilio Wealth Advisors, LLC | 1,299 | $338.3K | 0.17% | +227+21.2% | Added |
| Prism Advisors, Inc. | 1,302 | $339.0K | 0.11% | +300+29.9% | Added |
| Phillips Financial Management, LLC | 1,306 | $340.0K | 0.03% | +115+9.7% | Added |
| Emerald Mutual Fund Advisers Trust | 1,307 | $340.3K | 0.02% | +108+9.0% | Added |
| GSB Wealth Management, LLC | 1,307 | $340.4K | 0.10% | −31−2.3% | Reduced |
| Callan Capital, LLC | 1,309 | $340.8K | 0.03% | +30+2.3% | Added |
| Wall Street Access Asset Management, LLC | 1,309 | $340.8K | 0.16% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 1,246 | $341.0K | 0.13% | −115−8.4% | Reduced |
| Waypoint Wealth Partners Inc. | 1,316 | $342.6K | 0.11% | +1,316 | New |
| Family Firm, Inc. | 1,318 | $343.1K | 0.09% | +2+0.2% | Added |
| Austin Asset Management Co Inc | 1,321 | $344.0K | 0.09% | −131−9.0% | Reduced |
| Gibson Capital, LLC | 1,322 | $344.2K | 0.08% | +137+11.6% | Added |
| Nabity-Jensen Investment Management Inc | 1,325 | $345.0K | 0.31% | +1,325 | New |
| Fortis Advisors, LLC | 1,328 | $345.7K | 0.25% | +40+3.1% | Added |
| Klingenstein Fields & Co LP | 1,332 | $346.8K | 0.02% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 1,332 | $346.8K | 0.23% | 00.0% | Unchanged |
| Twin Peaks Wealth Advisors, LLC | 1,339 | $348.6K | 0.22% | +1,339 | New |
| Analyst IMS Investment Management Services Ltd. | 1,340 | $349.0K | 0.02% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 1,341 | $349.1K | 0.09% | −20−1.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 1,341 | $349.3K | 0.30% | −18−1.3% | Reduced |
| Napatree Capital LLC | 1,345 | $350.2K | 0.35% | +1,345 | New |
| Hollow Brook Wealth Management LLC | 1,346 | $350.4K | 0.14% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 1,524 | $350.6K | 0.03% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 1,347 | $350.7K | 0.14% | +163+13.8% | Added |
| McAlister, Sweet & Associates, Inc. | 1,350 | $351.5K | 0.33% | −290−17.7% | Reduced |
| Kercheville Advisors, LLC | 1,350 | $351.5K | 0.20% | 00.0% | Unchanged |
| Orser Capital Management, LLC | 1,352 | $352.0K | 0.40% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 1,352 | $352.0K | 0.03% | −40−2.9% | Reduced |
| WestHill Financial Advisors, Inc. | 1,355 | $352.7K | 0.09% | −13−1.0% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,358 | $353.6K | 0.29% | −200−12.8% | Reduced |
| AJ Advisors, LLC | 1,360 | $354.1K | 0.22% | +182+15.4% | Added |
| May Barnhard Investments LLC | 1,365 | $355.5K | 0.18% | +1,365 | New |
| Defined Wealth Management, LLC | 1,368 | $356.2K | 0.27% | +21+1.6% | Added |
| Humankind Investments LLC | 1,369 | $356.4K | 0.11% | −79−5.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 1,369 | $356.4K | 0.10% | +12+0.9% | Added |
| DSC Advisors, L.P. | 1,369 | $356.4K | 0.60% | +87+6.8% | Added |
| Oak Harvest Investment Services | 1,371 | $357.0K | 0.07% | +81+6.3% | Added |
| Fusion Capital, LLC | 1,377 | $358.5K | 0.18% | +1+0.1% | Added |
| KG&L Capital Management,LLC | 1,377 | $358.6K | 0.15% | −1,440−51.1% | Reduced |
| Independent Investors Inc | 1,380 | $359.3K | 0.08% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 1,380 | $359.3K | 0.35% | +1,380 | New |
| Elite Life Management LLC | 1,381 | $359.4K | 2.15% | +1,381 | New |
| Benedetti & Gucer, Inc. | 1,382 | $359.8K | 0.19% | 00.0% | Unchanged |
| Covestor Ltd | 1,385 | $361.0K | 0.25% | +162+13.2% | Added |
| Merriman Wealth Management, LLC | 1,388 | $361.3K | 0.02% | +134+10.7% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,390 | $361.9K | 0.13% | +43+3.2% | Added |
| Clarus Wealth Advisors | 1,351 | $362.3K | 0.21% | +1,351 | New |
| Hallmark Capital Management Inc | 1,395 | $363.2K | 0.03% | +160+13.0% | Added |
| ERTS Wealth Advisors, LLC | 1,397 | $363.7K | 0.08% | −18−1.3% | Reduced |
| Westshore Wealth, LLC | 1,397 | $363.8K | 0.17% | −48−3.3% | Reduced |
| Forge First Asset Management Inc. | 1,398 | $364.3K | 0.18% | −21,970−94.0% | Reduced |
| BEAM Asset Management, LLC | 1,400 | $364.4K | 0.23% | −1−0.1% | Reduced |
| Saturna Capital CORP | 1,400 | $364.5K | 0.01% | −108−7.2% | Reduced |
| Martin Investment Management, LLC | 1,400 | $364.5K | 0.11% | 00.0% | Unchanged |
| Solano Wealth Management, Inc. | 1,405 | $365.8K | 0.22% | +1,405 | New |
| Gateway Advisory, LLC | 1,412 | $367.6K | 0.07% | +194+15.9% | Added |
| Gilman Hill Asset Management, LLC | 1,412 | $367.6K | 0.07% | +222+18.7% | Added |
| Dean Investment Associates, LLC | 1,418 | $369.2K | 0.05% | −44−3.0% | Reduced |
| Index Fund Advisors, Inc. | 1,420 | $369.7K | 0.02% | −800−36.0% | Reduced |
| Creative Capital Management Investments LLC | 1,425 | $371.0K | 0.21% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 1,433 | $373.1K | 0.13% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,437 | $374.2K | 0.25% | +235+19.6% | Added |
| First City Capital Management, Inc. | 1,440 | $374.9K | 0.22% | +176+13.9% | Added |
| Lee Financial Group Hawaii, Inc. | 1,445 | $376.3K | 0.32% | +2+0.1% | Added |
| Meridian Wealth Partners, LLC | 1,450 | $377.4K | 0.07% | +57+4.1% | Added |
| Precedent Wealth Partners, LLC | 1,453 | $378.4K | 0.19% | +1,453 | New |
| Peddock Capital Advisors, LLC | 1,455 | $378.8K | 0.12% | −50−3.3% | Reduced |
| High Net Worth Advisory Group LLC | 1,456 | $379.1K | 0.14% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 1,457 | $379.4K | 0.07% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,492 | $381.1K | 0.12% | +158+11.8% | Added |
| LJI Wealth Management, LLC | 1,464 | $381.2K | 0.10% | −1−0.1% | Reduced |
| Northwest Investment Counselors, LLC | 1,467 | $382.0K | 0.10% | +69+4.9% | Added |
| Fortem Financial Group, LLC | 1,469 | $382.5K | 0.19% | +226+18.2% | Added |
| Schwartz Investment Counsel Inc | 1,470 | $382.7K | 0.01% | 00.0% | Unchanged |
| Presilium Private Wealth, LLC | 1,470 | $382.7K | 0.11% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 1,472 | $383.2K | 0.31% | +125+9.3% | Added |
| Canvas Wealth Advisors, LLC | 1,452 | $383.6K | 0.14% | −47−3.1% | Reduced |
| Cim, LLC | 1,352 | $383.6K | 0.06% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 1,482 | $385.8K | 0.11% | +1,482 | New |
| Hirtle Callaghan & Co LLC | 1,483 | $386.1K | 0.02% | +151+11.3% | Added |
| Green Harvest Asset Management LLC | 1,487 | $387.1K | 0.01% | −23−1.5% | Reduced |
| Verum Partners LLC | 1,489 | $387.8K | 0.15% | −16−1.1% | Reduced |
| Paradigm Asset Management Co LLC | 1,490 | $387.9K | 0.10% | 00.0% | Unchanged |
| Platte River Wealth Advisors, LLC | 1,490 | $387.9K | 0.13% | −78−5.0% | Reduced |
| Weybosset Research & Management LLC | 1,490 | $387.9K | 0.14% | 00.0% | Unchanged |
| HT Partners LLC | 1,491 | $388.2K | 0.15% | −310−17.2% | Reduced |
| Seldon Capital LP | 1,496 | $389.5K | 0.30% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 1,497 | $389.7K | 0.08% | +195+15.0% | Added |
| Modern Wealth Management, LLC | 1,497 | $389.7K | 0.05% | +1,497 | New |
| BOCHK Asset Management Ltd | 1,500 | $390.4K | 0.24% | +1,500 | New |
| Bouchey Financial Group Ltd | 1,504 | $391.7K | 0.04% | +37+2.5% | Added |
| Advisors Management Group Inc | 1,505 | $392.0K | 0.11% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 1,506 | $392.1K | 0.28% | +1,506 | New |
| Gladius Capital Management LP | 1,507 | $392.3K | 0.25% | −22,615−93.8% | Reduced |
| Mason Investment Advisory Services, Inc. | 1,510 | $393.1K | 0.03% | +6+0.4% | Added |
| KLR Investment Advisors, LLC | 1,514 | $394.2K | 0.28% | +163+12.1% | Added |
| United Bank | 1,524 | $396.8K | 0.22% | −106−6.5% | Reduced |
| JBR Co Financial Management Inc | 1,526 | $397.3K | 0.37% | +1,526 | New |
| Crestmont Private Wealth LLC | 1,527 | $397.6K | 0.20% | −87−5.4% | Reduced |
| Roanoke Asset Management Corp | 1,530 | $398.0K | 0.15% | 00.0% | Unchanged |