VISA INC. (V) — Institutional Holders, Q2 2026 (page 34)
4,609 institutional investment managers reported a V position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $512.1B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 3,301 to 3,400. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
V 13F holders ranked 3,301–3,400 of 4,609
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 3301 | Atlas Legacy Advisors#3301 · 2,151 sh | 2,151 | $727.5K | 0.11% | +61.6% |
| 3302 | Godfrey Financial Associates#3302 · 2,115 sh | 2,115 | $725.8K | 0.56% | -5.3% |
| 3303 | VISTA CAPITAL PARTNERS#3303 · 2,115 sh | 2,115 | $725.6K | 0.06% | -6.6% |
| 3304 | Wealth Dimensions Group, Ltd.#3304 · 2,111 sh | 2,111 | $724.4K | 0.13% | +23.4% |
| 3305 | RiverGlades Family Offices#3305 · 2,111 sh | 2,111 | $724.3K | 0.33% | +104.0% |
| 3306 | PRINCETON CAPITAL MANAGEMENT#3306 · 2,108 sh | 2,108 | $723.3K | — | -3.2% |
| 3307 | Narus Financial Partners#3307 · 2,103 sh | 2,103 | $721.6K | — | -5.1% |
| 3308 | EMERALD ADVISERS#3308 · 2,095 sh | 2,095 | $718.8K | 0.02% | -1.3% |
| 3309 | Guardian Capital#3309 · 2,094 sh | 2,094 | $718.4K | 0.59% | -35.6% |
| 3310 | Mission Financial Group#3310 · 2,089 sh | 2,089 | $716.8K | — | — |
| 3311 | Coyle Financial Counsel#3311 · 2,089 sh | 2,089 | $716.7K | 0.13% | +28.3% |
| 3312 | TWIN PEAKS WEALTH ADVISORS#3312 · 2,087 sh | 2,087 | $716.0K | 0.16% | +17.8% |
| 3313 | CTC Alternative Strategies, Ltd.#3313 · 2,080 sh | 2,080 | $713.6K | 1.03% | +106.3% |
| 3314 | BlueSpruce Investments#3314 · 2,077 sh | 2,077 | $712.6K | 0.11% | New |
| 3315 | MANE GLOBAL CAPITAL MANAGEMENT#3315 · 2,075 sh | 2,075 | $711.9K | 0.06% | -98.2% |
| 3316 | Sonoma Allocations#3316 · 2,015 sh | 2,015 | $711.5K | 0.22% | -6.0% |
| 3317 | Quantessence Capital#3317 · 2,073 sh | 2,073 | $711.2K | 2.09% | New |
| 3318 | FreeGulliver#3318 · 2,069 sh | 2,069 | $709.7K | 0.25% | -2.6% |
| 3319 | Kellett Wealth Advisors#3319 · 2,068 sh | 2,068 | $709.5K | — | -0.5% |
| 3320 | BXM Wealth#3320 · 2,067 sh | 2,067 | $709.2K | 0.39% | +71.5% |
| 3321 | Fermata Advisors#3321 · 2,056 sh | 2,056 | $705.3K | — | +0.2% |
| 3322 | Juno Financial Group#3322 · 2,055 sh | 2,055 | $705.1K | — | +2.8% |
| 3323 | INVENIO WEALTH PARTNERS#3323 · 2,050 sh | 2,050 | $703.3K | — | +3.5% |
| 3324 | Ellenbecker Investment Group#3324 · 2,041 sh | 2,041 | $700.5K | 0.08% | -14.4% |
| 3325 | PENSION & WEALTH MANAGEMENT ADVISORS#3325 · 2,040 sh | 2,040 | $700.3K | — | +139.4% |
| 3326 | Westhampton Capital#3326 · 2,039 sh | 2,039 | $699.6K | 0.29% | +7.2% |
| 3327 | Laurel Wealth Advisors#3327 · 2,036 sh | 2,036 | $698.5K | — | -4.8% |
| 3328 | Center for Financial Planning#3328 · 2,035 sh | 2,035 | $698.0K | — | +1.5% |
| 3329 | Schrum Private Wealth Management#3329 · 2,230 sh | 2,230 | $698.0K | 0.72% | -67.3% |
| 3330 | Apeiron RIA#3330 · 2,033 sh | 2,033 | $697.5K | — | -1.0% |
| 3331 | American National Bank of Texas#3331 · 2,033 sh | 2,033 | $697.5K | — | +12.6% |
| 3332 | Westover Capital Advisors#3332 · 2,027 sh | 2,027 | $695.4K | — | -12.2% |
| 3333 | WealthSpring Partners#3333 · 2,023 sh | 2,023 | $694.2K | — | +42.9% |
| 3334 | Mason & Associates#3334 · 2,022 sh | 2,022 | $693.9K | 0.11% | +7.0% |
| 3335 | FJ Capital Management#3335 · 2,020 sh | 2,020 | $693.0K | 0.09% | 0.0% |
| 3336 | Inspire Advisors#3336 · 2,011 sh | 2,011 | $689.9K | 0.05% | -7.2% |
| 3337 | Evanson Financial#3337 · 2,006 sh | 2,006 | $688.2K | — | — |
| 3338 | Ring Mountain Capital#3338 · 2,005 sh | 2,005 | $687.8K | — | +1.5% |
| 3339 | Murphy, Middleton, Hinkle & Parker#3339 · 2,004 sh | 2,004 | $687.6K | — | 0.0% |
| 3340 | City State Bank#3340 · 2,004 sh | 2,004 | $687.6K | — | -4.3% |
| 3341 | SILVERLAKE WEALTH MANAGEMENT#3341 · 2,003 sh | 2,003 | $687.3K | — | +2.7% |
| 3342 | Clear Retirement Advice#3342 · 2,003 sh | 2,003 | $687.2K | — | 0.0% |
| 3343 | Peck Wealth Management#3343 · 2,003 sh | 2,003 | $687.2K | 0.58% | 0.0% |
| 3344 | JNBA Financial Advisors#3344 · 2,002 sh | 2,002 | $686.9K | 0.05% | +1.4% |
| 3345 | Lombard Odier Asset Management (USA)#3345 · 2,000 sh | 2,000 | $686.2K | 0.09% | -9.1% |
| 3346 | Warther Private Wealth#3346 · 2,000 sh | 2,000 | $686.2K | 0.15% | 0.0% |
| 3347 | Birnam Oak Advisors#3347 · 2,000 sh | 2,000 | $686.2K | 0.11% | 0.0% |
| 3348 | Osbon Capital Management#3348 · 1,999 sh | 1,999 | $686.1K | 0.54% | -7.5% |
| 3349 | COHEN & STEERS#3349 · 2,000 sh | 2,000 | $686.0K | <0.01% | +33.3% |
| 3350 | MAINSAIL ASSET MANAGEMENT#3350 · 1,913 sh | 1,913 | $686.0K | — | +12.2% |
| 3351 | CYPRESS FINANCIAL PLANNING#3351 · 1,998 sh | 1,998 | $685.5K | — | +15.2% |
| 3352 | Gilman Hill Asset Management#3352 · 1,993 sh | 1,993 | $683.9K | — | +4.9% |
| 3353 | Banco BTG Pactual S.A.#3353 · 1,993 sh | 1,993 | $683.8K | 0.06% | +182.3% |
| 3354 | COOPER/HAIMS ADVISORS#3354 · 1,992 sh | 1,992 | $683.5K | 0.29% | +7.9% |
| 3355 | SMITH SHELLNUT WILSON#3355 · 1,991 sh | 1,991 | $683.1K | — | +6.2% |
| 3356 | BlueChip Wealth Advisors#3356 · 1,990 sh | 1,990 | $682.7K | 0.26% | -0.3% |
| 3357 | High Point Wealth Management#3357 · 1,989 sh | 1,989 | $682.5K | 0.56% | -7.8% |
| 3358 | Warwick Investment Management#3358 · 1,988 sh | 1,988 | $682.2K | — | +11.9% |
| 3359 | Lincoln Capital#3359 · 1,988 sh | 1,988 | $682.1K | — | 0.0% |
| 3360 | Manske Wealth Management#3360 · 1,982 sh | 1,982 | $680.0K | — | +2.9% |
| 3361 | Western Pacific Wealth Management#3361 · 1,979 sh | 1,979 | $679.0K | — | 0.0% |
| 3362 | CONSILIO WEALTH ADVISORS#3362 · 1,966 sh | 1,966 | $674.6K | 0.16% | +4.7% |
| 3363 | BCS Wealth Management#3363 · 1,965 sh | 1,965 | $674.2K | 0.12% | +16.0% |
| 3364 | Financial Planning Hawaii#3364 · 1,964 sh | 1,964 | $674.0K | — | -17.3% |
| 3365 | J. Derek Lewis & Associates#3365 · 1,960 sh | 1,960 | $672.5K | 0.13% | -20.2% |
| 3366 | Intergy Private Wealth#3366 · 1,959 sh | 1,959 | $672.2K | — | -11.6% |
| 3367 | Coastwise Capital Group#3367 · 1,958 sh | 1,958 | $671.6K | 0.39% | -3.3% |
| 3368 | Global Strategic Investment Solutions#3368 · 1,957 sh | 1,957 | $671.6K | — | +1.8% |
| 3369 | CoreFirst Bank#3369 · 1,950 sh | 1,950 | $669.0K | 0.33% | 0.0% |
| 3370 | Guardian Partners#3370 · 1,945 sh | 1,945 | $667.3K | — | -10.5% |
| 3371 | Truepoint#3371 · 1,941 sh | 1,941 | $665.9K | 0.01% | +3.9% |
| 3372 | Hixon Zuercher#3372 · 1,941 sh | 1,941 | $665.9K | — | +13.0% |
| 3373 | Maridea Wealth Management#3373 · 1,938 sh | 1,938 | $664.9K | 0.07% | +156.0% |
| 3374 | Garde Capital#3374 · 1,935 sh | 1,935 | $663.7K | 0.03% | -0.8% |
| 3375 | Verity Asset Management#3375 · 1,932 sh | 1,932 | $662.9K | 0.25% | -2.9% |
| 3376 | Caerus Investment Advisors#3376 · 1,932 sh | 1,932 | $662.9K | 0.22% | +25.0% |
| 3377 | Worth Asset Management#3377 · 1,923 sh | 1,923 | $659.8K | — | +4.7% |
| 3378 | Sunbeam Capital Management#3378 · 1,922 sh | 1,922 | $659.3K | 0.30% | +4.6% |
| 3379 | Ipsen Advisor Group#3379 · 1,915 sh | 1,915 | $657.1K | 0.42% | +0.2% |
| 3380 | Maple Capital Management#3380 · 1,913 sh | 1,913 | $656.5K | 0.04% | -9.3% |
| 3381 | Mowery & Schoenfeld Wealth Management#3381 · 1,913 sh | 1,913 | $656.5K | — | 0.0% |
| 3382 | Haven Private#3382 · 1,913 sh | 1,913 | $656.3K | — | -5.2% |
| 3383 | Permanent Capital Management#3383 · 1,913 sh | 1,913 | $656.3K | 0.09% | -16.7% |
| 3384 | Volterra Technologies#3384 · 1,912 sh | 1,912 | $656.0K | 0.09% | New |
| 3385 | DEFINED WEALTH MANAGEMENT#3385 · 1,909 sh | 1,909 | $655.0K | — | +15.6% |
| 3386 | Hoxton Planning & Management#3386 · 1,905 sh | 1,905 | $653.6K | — | +1.9% |
| 3387 | HEARTLAND ADVISORS#3387 · 1,905 sh | 1,905 | $653.6K | 0.03% | 0.0% |
| 3388 | WELLINGTON-ALTUS USA#3388 · 2,160 sh | 2,160 | $652.8K | 0.47% | -0.5% |
| 3389 | ERn Financial#3389 · 1,902 sh | 1,902 | $652.5K | — | +44.0% |
| 3390 | Heck Capital Advisors#3390 · 1,901 sh | 1,901 | $652.2K | — | +0.6% |
| 3391 | Kingsman Wealth Management#3391 · 1,900 sh | 1,900 | $652.0K | — | -12.8% |
| 3392 | NovaPoint Capital#3392 · 1,899 sh | 1,899 | $651.4K | — | New |
| 3393 | PENNINGTON PARTNERS#3393 · 1,898 sh | 1,898 | $651.1K | 0.21% | +11.6% |
| 3394 | Hudock#3394 · 1,892 sh | 1,892 | $649.4K | — | +0.6% |
| 3395 | Pullen Investment Management#3395 · 1,892 sh | 1,892 | $649.1K | — | +0.6% |
| 3396 | Abacus Planning Group#3396 · 1,891 sh | 1,891 | $648.7K | 0.08% | +5.2% |
| 3397 | Rice Partnership#3397 · 1,889 sh | 1,889 | $648.1K | 0.08% | -0.5% |
| 3398 | UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT#3398 · 1,883 sh | 1,883 | $646.0K | 0.07% | +161.9% |
| 3399 | LeConte Wealth Management#3399 · 1,882 sh | 1,882 | $645.7K | — | +18.1% |
| 3400 | Clifford Group#3400 · 1,878 sh | 1,878 | $644.2K | 0.45% | -0.3% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.