V · Company research
VISA Inc. (V): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
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Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| Tompkins Financial Corporation | 1005817 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 186 | 66835000 | — | — | — | Oct 5, 2026 | SEC_13F_HR |
| Orrstown Financial Services Inc | 826154 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7445 | 2675212 | — | — | — | Oct 14, 2026 | SEC_13F_HR |
| NICHOLS & PRATT ADVISERS LLP /MA | 1141781 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5218 | 1790244 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| CBIZ Investment Advisory Services, LLC | 1795934 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 92 | 27831 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Junto Capital Management LP | 1595880 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 461921 | 158480476 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARVEST INVESTMENTS, INC. | 1025038 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 990 | 339659 | — | — | — | Jul 17, 2026 | SEC_13F_DATASET |
| LYNX CAPITAL GROUP LTD /ADV | 1013287 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10138 | 3478486 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Investment Management Trust, LLC | 2131759 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2552 | 875707 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Bond & Devick Financial Network, Inc. | 1843495 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1094 | 375340 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Ledyard National Bank | 1310658 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43114 | 14791982 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| SNOWWATER INVESTMENT PARTNERS, LLC | 2075393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2324 | 797341 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Targeted Financial Services LLC | 1758288 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 779 | 267468 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| WRAPMANAGER INC | 1266014 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5566 | 1909639 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| OV Management LLC | 2010766 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 254 | 87145 | — | — | — | Aug 10, 2026 | SEC_13F_DATASET |
| Sun Financial Inc | 2067342 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1452 | 524594 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Palestra Capital Management LLC | 1568788 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 324572 | 111357407 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Settian Capital LP | 1911113 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 26700 | 9160503 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Lutz Financial Services LLC | 1737112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 634 | 217519 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Sage Mountain Advisors LLC | 1832274 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4455 | 1528424 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| MASECO LLP | 2074052 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 483 | 165469 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| PETTYJOHN, WOOD & WHITE, INC | 1128213 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8381 | 2875438 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Rodgers Brothers Inc. | 1397290 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1823 | 625453 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| George Kaiser Family Foundation | 1265376 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1645 | 564383 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| King Wealth Management Group | 1568235 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 72465 | 24862 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Valley Forge Capital Management, LP | 1697868 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 462978 | 158843122 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SCOPUS ASSET MANAGEMENT, L.P. | 1317583 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 171500 | 58839935 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| VIKING GLOBAL INVESTORS LP | 1103804 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6393604 | 2193581596 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NATIXIS ADVISORS, LLC | 1018331 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2690923 | 923229 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Bretton Capital Management, LLC | 2043671 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17800 | 6107002 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| HughesLittle Investment Management Ltd. | 2106035 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 167238 | 57377685 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Schneider Downs Wealth Management Advisors, LP | 1665359 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3031 | 1039906 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Capital Advantage, Inc. | 1628896 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3322 | 1139889 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Stenger Family Office, LLC | 2056106 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12287 | 4215386 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JIA INVESTMENT ALLIANCE PTE. LTD. | 1966595 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106700 | 36607703 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| High Probability Advisors, LLC | 2039415 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 828 | 284079 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| FOSTER & MOTLEY INC | 1163902 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23856 | 8185 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1860132 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1126 | 386319 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| SHEETS SMITH WEALTH MANAGEMENT | 1157436 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46343 | 15899807 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| RIVERBRIDGE PARTNERS LLC | 1112325 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 126874 | 43529137 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| MUFG Securities EMEA plc | 1597694 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 64963 | 22288156 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Applied Capital LLC/FL | 1965393 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 9392 | 3222301 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Security Financial Services, INC. | 1913590 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 804 | 275844 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| Prentice Wealth Management LLC | 1864229 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4890 | 1677710 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| DELTA FINANCIAL ADVISORS LLC | 1790295 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25220 | 8652738 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| RD Lewis Holdings, Inc. | 2046179 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10627 | 3869928 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| ACADEMY CAPITAL MANAGEMENT | 1031972 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2519 | 864244 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Souders Financial Advisors | 1811240 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10624 | 3644903 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Aegis Wealth Management LLC | 1628818 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 846 | 290254 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Alaska Wealth Advisors, LLC | 1731601 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 974 | 334324 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | 2026926 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1482 | 508459 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ELEVATION WEALTH PARTNERS, LLC | 1976256 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1068 | 366421 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| OneAscent Investment Solutions LLC | 1974438 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2490 | 854294 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Cohen Investment Advisors LLC | 1845081 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14040 | 4816984 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Morey & Quinn Wealth Partners, LLC | 2055521 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1717 | 589086 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| BLODGETT WEALTH ADVISORS, LLC | 1907826 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1835 | 629571 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Clarity Wealth Development LLC | 2048774 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1450 | 497631 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| MACQUARIE GROUP LTD | 1418333 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 138298 | 47448661 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Harber Asset Management LLC | 1387921 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 25750 | 8834567 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Wiser Wealth Management, Inc | 1573263 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1704 | 584625 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| GUARDIAN WEALTH ADVISORS, LLC / NC | 1901403 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21544 | 7391618 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Coronation Fund Managers Ltd. | 1594320 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 133316 | 45739386 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Schear Investment Advisers, LLC | 1962838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10107 | 3467611 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| DUDLEY CAPITAL MANAGEMENT, LLC | 1965760 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8442 | 2896366 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| Ellenbecker Investment Group | 1731497 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2041 | 700492 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| BIRINYI ASSOCIATES INC | 1079738 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2477 | 850 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| INTEGRAL INVESTMENT ADVISORS, INC. | 1902826 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8298 | 2846845 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| MEANS INVESTMENT CO., INC. | 701516 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 17035 | 5844491 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ENDEAVOR PRIVATE WEALTH, INC. | 1906023 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 268 | 91948 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Independent Family Office, LLC | 1756485 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 952 | 326622 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Balefire, LLC | 1750924 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2623 | 899972 | — | — | — | Jul 7, 2026 | SEC_13F_DATASET |
| AR ASSET MANAGEMENT INC | 1080166 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4185 | 1436 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| Heck Capital Advisors, LLC | 2046227 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1901 | 652215 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Whitener Capital Management, Inc. | 825217 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33425 | 11467986 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 2011215 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 876 | 300547 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| William Mack & Associates, Inc. | 2096700 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 898 | 308168 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Heartland Bank & Trust Co | 1866040 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6615 | 2269540 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Fiera Capital Corp | 1505817 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 246976 | 84734996 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| West Branch Capital LLC | 1738723 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 22041 | 7562034 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| Pinnacle West Asset Management, Inc. | 1975730 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5020 | 1722 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Daner Wealth Management, LLC | 1956649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1643 | 600467 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.