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VISA INC
VISA INC. Institutional holdings reported to the SEC.

Institutional Holders (2015Q2)
Portfolio Summary: 1,350 Institutional holders with a total value of $120,855,173,302.
#
Manager Name
Shares
Value ($)
%
Options
Notes
51 US FINANCIAL ADVISORS, LLC 492 33,000 0.00%
52 First City Capital Management, Inc. 512 34,381 0.00%
53 Lenox Wealth Advisors, LLC 520 35,000 0.00%
54 Tower Research Capital LLC (TRC) 522 35,000 0.00%
55 Corbenic Partners LLC 536 36,000 0.00%
56 SIGNATUREFD, LLC 543 36,000 0.00%
57 Tarbox Family Office, Inc. 547 37,000 0.00%
58 WEALTHPLAN PARTNERS, LLC 551 37,000 0.00%
59 Capital Advisors, Ltd. LLC 596 40,000 0.00%
60 TAYLOR WEALTH MANAGEMENT PARTNERS 600 40,000 0.00%
61 AllSquare Wealth Management LLC 632 42,000 0.00%
62 KINGS POINT CAPITAL MANAGEMENT 644 43,000 0.00%
63 ROPES WEALTH ADVISORS LLC 656 44,000 0.00%
64 TRUST DEPARTMENT MB FINANCIAL BANK N A 676 45,000 0.00%
65 MOTCO 680 46,000 0.00%
66 DUNCKER STREETT & CO INC 680 46,000 0.00%
67 DAVIDSON INVESTMENT ADVISORS 742 49,000 0.00%
68 KELLY LAWRENCE W & ASSOCIATES INC/CA 780 52,000 0.00%
69 DEUTSCHE BANK AG\ 800 53,000 0.00% Put
70 JNBA Financial Advisors 796 53,000 0.00%
71 MARK SHEPTOFF FINANCIAL PLANNING, LLC 811 54,000 0.00%
72 Lombard Odier Transatlantic Ltd 800 54,000 0.00%
73 BANK OF AMERICA CORP /DE/ 800 54,000 0.00% Put
74 Tortoise Investment Management, LLC 812 55,000 0.00%
75 DUBUQUE BANK & TRUST CO 828 56,000 0.00%
76 Aris Wealth Services, Inc. 855 57,000 0.00%
77 Financial Advantage, Inc. 882 59,000 0.00%
78 Index Management Solutions, LLC 874 59,000 0.00%
79 YCG, LLC 876 59,000 0.00%
80 TCI Wealth Advisors, Inc. 904 61,000 0.00%
81 Perkins Coie Trust Co 968 65,000 0.00%
82 MassMutual Private Wealth & Trust, FSB 315 66,374 0.00%
83 FNY Managed Accounts LLC 1,000 67,150 0.00%
84 Hoxton Financial, Inc. 1,010 68,000 0.00%
85 RISK PARADIGM GROUP, LLC 1,016 68,224 0.00%
86 BRAVE ASSET MANAGEMENT INC 1,070 72,000 0.00%
87 Bouchey Financial Group Ltd 25,693 78,000 0.00%
88 West Oak Capital, LLC 1,168 78,431 0.00%
89 Sunbelt Securities, Inc. 1,208 81,117 0.00%
90 ADVANTAGE INVESTMENT MANAGEMENT, LLC 1,359 91,000 0.00%
91 AYALON INSURANCE COMP LTD. 1,400 95,000 0.00%
92 DELTA ASSET MANAGEMENT LLC/TN 1,503 101,000 0.00%
93 HAP Trading, LLC 125,600 104,000 0.00% Put
94 Klingman & Associates, LLC 1,572 106,000 0.00%
95 NEW YORK LIFE INVESTMENT MANAGEMENT LLC 1,600 107,000 0.00%
96 NEW YORK LIFE TRUST CO 1,642 110,000 0.00%
97 ADIRONDACK TRUST CO 1,640 110,000 0.00%
98 Waverly Advisors, LLC 1,696 114,000 0.00%
99 IMA Advisory Services, Inc. 1,720 115,000 0.00%
100 ENTERPRISE FINANCIAL SERVICES CORP 1,988 133,000 0.00%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.