VISA INC (V)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
235
Reporting holders
$1.9B
Reported value
0.0%
Calls
0.0%
Puts
-4,366
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | $187.6M | 522,219 | 1.22% | 32q | -21.3%-$50.8M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $129.9M | 361,614 | 1.55% | 32q | HELD |
| Douglas Lane & Associates, LLC | $119.5M | 332,461 | 1.60% | 32q | -3.3%-$4.0M |
| EASTERN BANK | $114.1M | 317,425 | 1.73% | 32q | +1.8%+$2.0M |
| Quintet Private Bank (Europe) S.A. | $103.3M | 287,505 | 4.54% | 16q | +30.9%+$24.4M |
| MassMutual Private Wealth & Trust, FSB | $50.0M | 139,037 | 1.32% | 32q | -4.5%-$2.4M |
| ROCKLAND TRUST CO | $48.9M | 136,157 | 1.87% | 32q | -17.6%-$10.5M |
| Violich Capital Management, Inc. | $47.4M | 131,877 | 5.11% | 32q | -1.9%-$928.1K |
| AVITY INVESTMENT MANAGEMENT INC. | $47.3M | 131,689 | 2.96% | 32q | HELD |
| Farther Finance Advisors, LLC | $41.8M | 115,647 | 0.29% | 16q | +21.6%+$7.4M |
| Gradient Investments LLC | $40.7M | 113,339 | 0.58% | 32q | -17.2%-$8.5M |
| Venture Visionary Partners LLC | $40.7M | 113,196 | 1.06% | 28q | +2.2%+$894.7K |
| JIA INVESTMENT ALLIANCE PTE. LTD. | $38.3M | 106,700 | 3.30% | 15q | HELD |
| PARK NATIONAL CORP /OH/ | $33.8M | 93,933 | 0.92% | 32q | -2.4%-$844.1K |
| Norman Fields, Gottscho Capital Management, LLC | $33.2M | 92,517 | 10.11% | 32q | HELD |
| DUDLEY & SHANLEY, INC. | $30.3M | 84,419 | 4.82% | 20q | -12.9%-$4.5M |
| YHB Investment Advisors, Inc. | $29.7M | 82,693 | 1.87% | 32q | HELD |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | $27.5M | 76,398 | 0.63% | 32q | HELD |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | $23.9M | 66,561 | 4.02% | 32q | -3.0%-$751.0K |
| GAMMA Investing LLC | $23.9M | 66,520 | 0.81% | 12q | +10.0%+$2.2M |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | $23.9M | 66,468 | 1.58% | 32q | HELD |
| Overbrook Management Corp | $22.7M | 63,227 | 3.53% | 32q | -1.1%-$249.4K |
| Galvin, Gaustad & Stein, LLC | $19.8M | 54,979 | 1.49% | 24q | -3.1%-$638.9K |
| Valeo Financial Advisors, LLC | $19.4M | 53,982 | 0.41% | 32q | +0.9%+$164.6K |
| TOTH FINANCIAL ADVISORY CORP | $18.4M | 51,146 | 1.84% | 32q | HELD |
| AMERICAN NATIONAL BANK & TRUST | $17.3M | 48,166 | 1.59% | 32q | -5.4%-$981.7K |
| Wedmont Private Capital | $16.1M | 43,032 | 0.39% | 20q | +24.3%+$3.2M |
| Financial Enhancement Group LLC | $15.8M | 42,564 | 1.82% | 32q | +0.6%+$96.7K |
| Wealth Enhancement Trust Services, Inc. | $14.1M | 39,143 | 1.50% | 4q | -54.7%-$17.0M |
| CENTRAL BANK & TRUST CO | $13.8M | 38,283 | 1.96% | 32q | +1.9%+$262.7K |
| FIRST FINANCIAL BANK - TRUST DIVISION | $13.7M | 38,111 | 0.99% | 32q | +1.8%+$236.1K |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | $12.5M | 34,750 | 2.36% | 14q | HELD |
| Gouws Capital LLC | $12.0M | 33,477 | 5.69% | 20q | +0.5%+$62.5K |
| Stokes Capital Advisors, LLC | $11.8M | 32,753 | 2.58% | 32q | -0.6%-$66.1K |
| Coastline Trust Co | $11.5M | 32,026 | 1.07% | 32q | -3.8%-$454.2K |
| DLK Investment Management, LLC | $11.2M | 31,283 | 4.09% | 12q | -2.0%-$223.9K |
| SAPIENT CAPITAL LLC | $11.0M | 30,611 | 0.15% | 12q | -50.7%-$11.3M |
| CHICKASAW CAPITAL MANAGEMENT LLC | $10.3M | 28,718 | 0.37% | 32q | HELD |
| Brown Shipley& Co Ltd | $10.0M | 27,749 | 4.80% | 15q | -2.2%-$228.2K |
| MOODY NATIONAL BANK TRUST DIVISION | $9.9M | 27,509 | 0.82% | 32q | +9.2%+$830.1K |
| TILIA FIDUCIARY PARTNERS, INC. | $9.3M | 25,902 | 2.15% | 20q | +102.1%+$4.7M |
| CYPRESS ASSET MANAGEMENT INC/TX | $9.3M | 25,826 | 1.84% | 32q | -2.4%-$224.9K |
| SPRING CAPITAL MANAGEMENT, LLC | $8.7M | 24,101 | 4.16% | 20q | HELD |
| Pacifica Partners Inc. | $8.2M | 22,884 | 2.48% | 28q | -1.2%-$97.2K |
| Eastover Investment Advisors LLC | $8.0M | 22,221 | 3.10% | 21q | +0.9%+$74.4K |
| Apella Capital, LLC | $7.9M | 21,173 | 0.10% | 18q | +0.7%+$51.7K |
| ABLES, IANNONE, MOORE & ASSOCIATES, INC. | $7.6M | 21,272 | 3.96% | 12q | -4.5%-$356.5K |
| BENEDICT FINANCIAL ADVISORS INC | $7.4M | 20,634 | 1.47% | 32q | -3.1%-$238.6K |
| Decker Wealth Management LLC | $7.4M | 20,594 | 1.50% | 4q | +14.1%+$913.8K |
| Avidian Wealth Enterprises, LLC | $6.6M | 18,356 | 0.18% | 32q | HELD |
| Mirador Capital Partners LP | $6.6M | 18,326 | 0.77% | 32q | HELD |
| VISTA INVESTMENT PARTNERS LLC | $6.5M | 18,101 | 1.70% | 12q | -1.3%-$87.0K |
| Shelter Rock Management, LLC | $6.3M | 17,576 | 5.88% | 4q | -1.0%-$63.9K |
| Allen Mooney & Barnes Investment Advisors LLC | $6.1M | 17,072 | 0.91% | 19q | -2.5%-$155.2K |
| FINANCIAL MANAGEMENT NETWORK INC | $6.1M | 16,818 | 0.87% | 24q | -0.7%-$44.4K |
| Iowa State Bank | $5.9M | 16,439 | 1.00% | 25q | -3.3%-$200.1K |
| ANB BANK | $5.8M | 16,130 | 2.06% | 8q | -0.5%-$29.5K |
| Grove Bank & Trust | $5.7M | 15,997 | 0.57% | 32q | -1.1%-$63.2K |
| Deane Retirement Strategies, Inc. | $5.6M | 15,558 | 2.29% | 2q | -1.0%-$56.8K |
| Legacy Private Trust Co. | $5.4M | 14,901 | 0.29% | 32q | HELD |
| Bath Savings Trust Co | $5.2M | 14,579 | 0.54% | 32q | -9.1%-$527.5K |
| Cooper Financial Group | $5.2M | 14,543 | 0.42% | 29q | +13.9%+$638.2K |
| Montecito Bank & Trust | $5.2M | 14,361 | 0.78% | 31q | +0.6%+$30.9K |
| Everhart Financial Group, Inc. | $5.0M | 13,842 | 0.31% | 22q | +5.3%+$249.4K |
| Acropolis Investment Management, LLC | $4.9M | 13,564 | 0.20% | 32q | -51.8%-$5.2M |
| S.E.E.D. Planning Group LLC | $4.8M | 13,374 | 1.18% | 28q | -4.5%-$226.7K |
| Strong Retirement Solutions LLC | $4.6M | 12,924 | 2.61% | 4q | -4.4%-$215.6K |
| Central Pacific Bank - Trust Division | $4.4M | 12,243 | 0.46% | 11q | -2.9%-$129.7K |
| Capital Advisors Wealth Management, LLC | $4.4M | 12,158 | 0.49% | 23q | +0.8%+$34.5K |
| Global Wealth Strategies & Associates | $4.4M | 12,151 | 0.80% | 16q | +4.0%+$168.5K |
| DOLIVER ADVISORS, LP | $4.4M | 12,107 | 0.95% | 32q | -0.7%-$31.6K |
| Bell Asset Management Ltd | $4.3M | 11,932 | 1.55% | 32q | -54.5%-$5.1M |
| Roxbury Financial LLC | $4.2M | 11,681 | 3.25% | 8q | +5.2%+$207.7K |
| HF Advisory Group, LLC | $4.1M | 11,339 | 1.21% | 16q | -0.8%-$33.8K |
| Gallagher Capital Advisors, LLC | $4.0M | 11,049 | 2.13% | 8q | HELD |
| Castle Rock Wealth Management, LLC | $4.0M | 10,686 | 0.75% | 30q | -6.8%-$289.5K |
| BAKER TILLY WEALTH MANAGEMENT, LLC | $3.9M | 10,793 | 0.76% | 24q | -1.5%-$58.6K |
| STABLEFORD CAPITAL II LLC | $3.4M | 9,561 | 1.19% | 14q | -2.7%-$97.0K |
| Applied Capital LLC/FL | $3.4M | 9,428 | 1.35% | 16q | HELD |
| GoalVest Advisory LLC | $3.3M | 25,770 | 0.58% | 22q | +191.2%+$2.2M |
| COLTON GROOME FINANCIAL ADVISORS, LLC | $3.1M | 8,748 | 0.74% | 22q | -2.4%-$77.3K |
| Cox Capital Mgt LLC | $3.0M | 8,436 | 1.70% | 32q | HELD |
| PFW Advisors LLC | $3.0M | 8,402 | 0.90% | 14q | HELD |
| RFG - Bristol Wealth Advisors, LLC | $2.9M | 8,012 | 0.69% | 8q | -1.1%-$32.0K |
| Kennon-Green & Company, LLC | $2.8M | 7,756 | 2.14% | 16q | -16.3%-$541.5K |
| ARGUS INVESTORS' COUNSEL, INC. | $2.8M | 7,755 | 2.17% | 32q | -0.7%-$19.8K |
| Byrne Asset Management LLC | $2.7M | 7,544 | 1.52% | 20q | +2.9%+$76.6K |
| Davis Capital Management | $2.6M | 7,269 | 1.56% | 13q | -2.7%-$71.9K |
| Whalen Wealth Management Inc. | $2.6M | 7,206 | 1.11% | 9q | +3.2%+$79.4K |
| Ebert Capital Management Inc. | $2.6M | 7,102 | 2.22% | 4q | -1.0%-$25.5K |
| Adelphi Trust Co | $2.6M | 7,097 | 1.68% | 4q | -8.3%-$230.0K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $2.5M | 7,076 | 0.22% | 20q | +11.0%+$251.5K |
| VALLEY WEALTH MANAGERS, INC. | $2.5M | 7,073 | 0.14% | 21q | +1.4%+$36.3K |
| CoreCap Advisors, LLC | $2.5M | 7,071 | 0.07% | 19q | +12.8%+$288.6K |
| Meadowbrook Wealth Management, LLC | $2.4M | 6,682 | 2.52% | 5q | HELD |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | $2.4M | 6,627 | 1.71% | 4q | -14.7%-$411.9K |
| Monument Capital Management | $2.4M | 6,612 | 0.50% | 32q | +6.4%+$141.9K |
| Nautilus Advisors LLC | $2.3M | 6,418 | 1.40% | 8q | HELD |
| Versant Capital Management, Inc | $2.3M | 6,311 | 0.19% | 32q | +3.3%+$73.3K |
| ARMSTRONG HENRY H ASSOCIATES INC | $2.2M | 6,257 | 0.20% | 11q | HELD |
Showing the largest 100 of 246 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-30 | MAHON TULLIER KELLY | VICE CHAIR, CHF PPL & CORP AFF | Sold | 57,272 | $20.9M ×2 |
| 2026-04-29 | MCINERNEY RYAN | Chief Executive Officer | Sold | 31,455 | $10.7M |
| 2026-06-29 | MCINERNEY RYAN | Chief Executive Officer | Sold | 20,970 | $7.1M |
| 2026-08-21 | Taneja Rajat | PRESIDENT, TECHNOLOGY | Sold | 17,927 | $6.7M |
| 2026-07-01 | MCINERNEY RYAN | Chief Executive Officer | Sold | 10,490 | $3.6M ×2 |
| 2026-05-12 | Suh Chris | CHIEF FINANCIAL OFFICER | Sold | 10,639 | $3.5M |
| 2026-09-01 | MCINERNEY RYAN | Chief Executive Officer | Sold | 5,875 | $2.2M |
| 2026-08-21 | MCINERNEY RYAN | Chief Executive Officer | Sold | 5,875 | $2.2M |
| 2026-10-01 | MCINERNEY RYAN | Chief Executive Officer | Sold | 5,875 | $2.1M |
| 2026-08-31 | ROTTENBERG JULIE B | GENERAL COUNSEL | Sold | 2,028 | $773.4K |
| 2026-07-02 | ROTTENBERG JULIE B | GENERAL COUNSEL | Sold | 2,027 | $729.7K |
| 2026-09-09 | ROTTENBERG JULIE B | GENERAL COUNSEL | Sold | 1,867 | $687.7K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 235 | $1.9B | 5,255,422 | 6 | 69 | 91 | 0.0% |
| Q2 2026 | 4,601 | $566.8B | 1,607,298,877 | 251 | 1,848 | 1,569 | 2.6% |
| Q1 2026 | 4,464 | $465.8B | 1,485,845,558 | 137 | 1,749 | 1,695 | 2.1% |
| Q4 2025 | 4,615 | $542.8B | 1,509,887,454 | 134 | 1,554 | 1,653 | 2.1% |
| Q3 2025 | 4,332 | $522.1B | 1,499,205,316 | 120 | 1,567 | 1,549 | 2.0% |
| Q2 2025 | 4,367 | $549.8B | 1,518,761,633 | 170 | 1,582 | 1,637 | 2.0% |
| Q1 2025 | 4,304 | $546.9B | 1,528,419,216 | 165 | 1,459 | 1,760 | 2.2% |
| Q4 2024 | 4,308 | $495.5B | 1,530,449,983 | 190 | 1,420 | 1,413 | 2.5% |
| Q3 2024 | 3,880 | $429.4B | 1,531,694,747 | 158 | 1,495 | 1,341 | 1.9% |
| Q2 2024 | 3,842 | $411.9B | 1,541,474,242 | 113 | 1,613 | 1,214 | 1.6% |
| Q1 2024 | 3,861 | $464.7B | 1,638,606,915 | 162 | 1,461 | 1,333 | 1.7% |
| Q4 2023 | 3,792 | $419.6B | 1,578,569,176 | 147 | 1,315 | 1,266 | 2.0% |
| Q3 2023 | 3,525 | $365.6B | 1,553,957,804 | 113 | 1,295 | 1,216 | 2.0% |
| Q2 2023 | 3,507 | $374.1B | 1,540,938,091 | 147 | 1,230 | 1,330 | 1.9% |
| Q1 2023 | 3,445 | $369.4B | 1,613,477,845 | 152 | 1,186 | 1,338 | 2.0% |
| Q4 2022 | 3,414 | $338.1B | 1,586,606,613 | 191 | 1,115 | 1,226 | 2.4% |
| Q3 2022 | 3,183 | $287.4B | 1,570,454,611 | 92 | 1,176 | 1,183 | 2.7% |
| Q2 2022 | 3,245 | $313.9B | 1,549,865,374 | 106 | 1,228 | 1,221 | 2.7% |
| Q1 2022 | 3,315 | $353.5B | 1,553,098,621 | 146 | 1,355 | 1,153 | 2.6% |
| Q4 2021 | 3,300 | $356.4B | 1,564,329,270 | 116 | 1,324 | 1,016 | 4.9% |
| Q3 2021 | 3,064 | $363.7B | 1,578,066,112 | 113 | 1,326 | 944 | 3.3% |
| Q2 2021 | 3,059 | $383.9B | 1,595,648,830 | 118 | 1,229 | 962 | 2.8% |
| Q1 2021 | 3,035 | $350.8B | 1,602,863,305 | 122 | 1,333 | 1,000 | 3.3% |
| Q4 2020 | 3,035 | $368.2B | 1,610,521,501 | 138 | 1,225 | 904 | 3.9% |
| Q3 2020 | 2,786 | $328.3B | 1,590,742,005 | 125 | 1,109 | 964 | 3.1% |
| Q2 2020 | 2,733 | $316.2B | 1,595,324,383 | 186 | 1,163 | 921 | 2.5% |
| Q1 2020 | 2,644 | $267.6B | 1,621,423,461 | 145 | 1,062 | 1,069 | 2.7% |
| Q4 2019 | 2,681 | $317.2B | 1,644,842,053 | 107 | 867 | 931 | 2.5% |
| Q3 2019 | 2,444 | $286.9B | 1,627,134,720 | 106 | 876 | 952 | 2.4% |
| Q2 2019 | 2,399 | $291.4B | 1,636,182,163 | 113 | 860 | 924 | 2.6% |
| Q1 2019 | 2,372 | $260.7B | 1,641,862,731 | 141 | 872 | 863 | 1.6% |
| Q4 2018 | 2,297 | $223.8B | 1,661,882,480 | 17 | 38 | 28 | 2.0% |