V Visa Inc.
Visa Inc. (V) Institutional Ownership
What the institutions did with V last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended September 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 361.6K | 20.0% |
| EASTERN BANK | 317.4K | 17.5% |
| MassMutual Private Wealth & Trust, FSB | 139.0K | 7.7% |
| ROCKLAND TRUST CO | 136.2K | 7.5% |
| Violich Capital Management, Inc. | 131.9K | 7.3% |
| JIA INVESTMENT ALLIANCE PTE. LTD. | 106.7K | 5.9% |
| PARK NATIONAL CORP /OH/ | 93.9K | 5.2% |
| Norman Fields, Gottscho Capital Management, LLC | 92.5K | 5.1% |
| NEVILLE RODIE & SHAW INC | 89.1K | 4.9% |
| FIRST FINANCIAL BANK - TRUST DIVISION | 38.1K | 2.1% |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 34.8K | 1.9% |
| CX Institutional | 33.3K | 1.8% |
| Coastline Trust Co | 32.0K | 1.8% |
| GoalVest Advisory LLC | 25.8K | 1.4% |
| Eastover Investment Advisors LLC | 22.2K | 1.2% |
| Lakehouse Capital Pty Ltd | 19.8K | 1.1% |
| Montecito Bank & Trust | 14.4K | 0.8% |
| Central Pacific Bank - Trust Division | 12.2K | 0.7% |
| Global Wealth Strategies & Associates | 12.2K | 0.7% |
| DOLIVER ADVISORS, LP | 12.1K | 0.7% |
| Roxbury Financial LLC | 11.7K | 0.6% |
| BAKER TILLY WEALTH MANAGEMENT, LLC | 10.8K | 0.6% |
| Kennon-Green & Company, LLC | 7.8K | 0.4% |
| Adelphi Trust Co | 7.1K | 0.4% |
| Versant Capital Management, Inc | 6.3K | 0.3% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| CX Institutional | Reduced | 93.9K | 33.3K | -60.5K |
| ROCKLAND TRUST CO | Reduced | 165.3K | 136.2K | -29.1K |
| GoalVest Advisory LLC | Increased | 8.9K | 25.8K | +16.9K |
| MassMutual Private Wealth & Trust, FSB | Reduced | 145.6K | 139.0K | -6.6K |
| NEVILLE RODIE & SHAW INC | Reduced | 95.2K | 89.1K | -6.1K |
| EASTERN BANK | Increased | 311.7K | 317.4K | +5.7K |
| Violich Capital Management, Inc. | Reduced | 134.5K | 131.9K | -2.6K |
| PARK NATIONAL CORP /OH/ | Reduced | 96.3K | 93.9K | -2.3K |
| Kennon-Green & Company, LLC | Reduced | 9.3K | 7.8K | -1.5K |
| Coastline Trust Co | Reduced | 33.3K | 32.0K | -1.3K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Increased | 360.5K | 361.6K | +1.1K |
| FIRST FINANCIAL BANK - TRUST DIVISION | Increased | 37.5K | 38.1K | +657 |
| Adelphi Trust Co | Reduced | 7.7K | 7.1K | -640 |
| Roxbury Financial LLC | Increased | 11.1K | 11.7K | +573 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | New | 0 | 567 | +567 |
| Global Wealth Strategies & Associates | Increased | 11.7K | 12.2K | +469 |
| Central Pacific Bank - Trust Division | Reduced | 12.6K | 12.2K | -361 |
| ACIMA PRIVATE WEALTH, LLC | Reduced | 3.8K | 3.5K | -298 |
| BURKETT FINANCIAL SERVICES, LLC | Increased | 304 | 574 | +270 |
| Eastover Investment Advisors LLC | Increased | 22.0K | 22.2K | +207 |
| Versant Capital Management, Inc | Increased | 6.1K | 6.3K | +204 |
| ARGENT CAPITAL MANAGEMENT LLC | Reduced | 4.5K | 4.3K | -175 |
| Marathon Mission, Inc. | Increased | 616 | 788 | +172 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | Reduced | 11.0K | 10.8K | -163 |
| Stonebridge Financial Group, LLC | Increased | 2.3K | 2.5K | +120 |
| DOLIVER ADVISORS, LP | Reduced | 12.2K | 12.1K | -88 |
| Montecito Bank & Trust | Increased | 14.3K | 14.4K | +86 |
| Box Hill Private Wealth LLC | Reduced | 1.4K | 1.3K | -77 |
| COLLECTIVE FAMILY OFFICE LLC | Reduced | 1.5K | 1.4K | -64 |
| Heartwood Wealth Advisors LLC | Reduced | 3.7K | 3.7K | -56 |
| Boltwood Capital Management | Increased | 705 | 760 | +55 |
| Noble Wealth Management PBC | Reduced | 942 | 896 | -46 |
| PRIVATE CLIENT SERVICES, LLC | Reduced | 2.3K | 2.3K | -40 |
| CapWealth Advisors, LLC | Increased | 840 | 862 | +22 |
| Norman Fields, Gottscho Capital Management, LLC | Reduced | 92.5K | 92.5K | -16 |
| First Citizens Financial Corp | Reduced | 3.6K | 3.5K | -15 |
| Planning Strategies Inc. | Increased | 96 | 110 | +14 |
| Olistico Wealth, LLC | Reduced | 3.1K | 3.1K | -8 |
| Parrish Capital LLC | Increased | 617 | 619 | +2 |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.