V
Visa Inc-class A Shares
29 super-investors hold V worth a combined $17.73B. The largest position: Chris Hohn at 20.4% of their portfolio. This quarter the cohort logged 4 buys and 3 sells on the name. Cohort Conviction Score: 65 — ranked #15 of 724 scored stocks. Conviction easing: 1 fewer super-investor hold it than in 2025Q4.
Why super-investors own V
Chris Hohn anchors the cohort's $17.7B combined position, holding V at a commanding 20.4% of his portfolio — a $9.2B stake that alone dwarfs most peers' entire books. John Armitage (13.8%) and Jeffrey Ubben (12.3%) follow with similarly outsized allocations, signaling genuine high-conviction ownership rather than passive index exposure. Activity in 2026Q1 was mixed: Seth Klarman initiated a new position, while Ubben, Mandel, and Armitage added to existing stakes; Chuck Akre and Valley Forge trimmed, and Glenn Greenberg exited entirely. The owner count has held in a narrow 16–18 range for eight consecutive quarters, suggesting the cohort has reached a stable equilibrium on V — neither meaningfully expanding nor contracting its collective interest.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Sanctuary Advisors LLC Has $96.76 Million Stock Holdings in Visa Inc. $VMarketBeat ·
- Zilch Will Be Among First Issuers Enabling Agent PaymentsStock Titan ·
- How Visa’s New AI Financial Assistant At Visa (V) Has Changed Its Investment Storysimplywall.st ·
- Micron vs. SK Hynix: Which AI Memory Stock Is the Better Buy?The Motley Fool ·
- PriceSmart director Beatriz V Infante sells $156,784 in stockInvesting.com ·
- Baird Raises PT on Visa (V) StockYahoo Finance ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (29) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chris Hohn | 20.4% | 28q | $9.21B | 30,468,133 |
| 2 | Viking Global Investors | 5.3% | 38q | $1.91B | 6,328,185 |
| 3 | John Armitage | 13.8% | 27q | $1.24B | 4,110,970 |
| 4 | Polen Capital Management | 5.1% | 40q | $739M | 2,445,760 |
| 5 | Jeffrey Ubben et al | 12.3% | 7q | $700M | 2,316,250 |
| 6 | William Von Mueffling | 3.5% | 40q | $519M | 1,718,158 |
| 7 | Chuck Akre | 8.1% | 40q | $495M | 1,638,798 |
| 8 | AKO Capital | 7.0% | 38q | $359M | 1,186,931 |
| 9 | Terry Smith | 7.0% | 20q | $310M | 1,025,445 |
| 10 | Thomas Gayner | 2.5% | 40q | $304M | 1,004,331 |
| 11 | Mairs & Power Funds | 2.6% | 40q | $254M | 840,917 |
| 12 | Lee Ainslie | 2.8% | 32q | $244M | 806,951 |
| 13 | Bill Nygren | 0.3% | 40q | $217M | 717,260 |
| 14 | Seth Klarman | 4.1% | — 1q | $212M | 701,355 |
| 15 | Joel Greenblatt | 0.1% | 40q | $194M | 642,304 |
| 16 | Vulcan Value Partners | 5.1% | 40q | $193M | 639,454 |
| 17 | Valley Forge Capital Management | 5.4% | 38q | $181M | 598,753 |
| 18 | AltaRock Partners | 3.7% | 40q | $151M | 498,677 |
| 19 | Francois Rochon | 4.4% | 40q | $120M | 396,357 |
| 20 | Wallace Weitz | 5.6% | 39q | $80M | 265,330 |
| 21 | Thomas Russo | 0.3% | 40q | $28M | 93,812 |
| 22 | Stephen Mandel | 0.2% | 15q | $28M | 92,775 |
| 23 | David Rolfe | 5.2% | 40q | $25M | 83,010 |
| 24 | Torray Funds | 0.9% | 40q | $6M | 19,800 |
| 25 | Robert Olstein | 0.8% | 40q | $4M | 11,750 |
| 26 | Lindsell Train | 0.1% | 24q | $3M | 10,300 |
| 27 | David Katz | <0.1% | 13q | $347K | 1,149 |
| 28 | Dodge & Cox Funds | 0.0% | 40q | $260K | 859 |
| 29 | Yacktman Asset Management | <0.1% | 8q | $221K | 732 |
- 1Chris Hohnport20.4%val$9.21B30,468,133 sh·28q held
- 2Viking Global Investorsport5.3%val$1.91B6,328,185 sh·38q held
- 3John Armitageport13.8%val$1.24B4,110,970 sh·27q held
- 4Polen Capital Managementport5.1%val$739M2,445,760 sh·40q held
- 5Jeffrey Ubben et alport12.3%val$700M2,316,250 sh·7q held
- 6William Von Muefflingport3.5%val$519M1,718,158 sh·40q held
- 7Chuck Akreport8.1%val$495M1,638,798 sh·40q held
- 8AKO Capitalport7.0%val$359M1,186,931 sh·38q held
- 9Terry Smithport7.0%val$310M1,025,445 sh·20q held
- 10Thomas Gaynerport2.5%val$304M1,004,331 sh·40q held
- 11Mairs & Power Fundsport2.6%val$254M840,917 sh·40q held
- 12Lee Ainslieport2.8%val$244M806,951 sh·32q held
- 13Bill Nygrenport0.3%val$217M717,260 sh·40q held
- 14Seth Klarmanport4.1%val$212M701,355 sh·—1q held
- 15Joel Greenblattport0.1%val$194M642,304 sh·40q held
- 16Vulcan Value Partnersport5.1%val$193M639,454 sh·40q held
- 17Valley Forge Capital Managementport5.4%val$181M598,753 sh·38q held
- 18AltaRock Partnersport3.7%val$151M498,677 sh·40q held
- 19Francois Rochonport4.4%val$120M396,357 sh·40q held
- 20Wallace Weitzport5.6%val$80M265,330 sh·39q held
- 21Thomas Russoport0.3%val$28M93,812 sh·40q held
- 22Stephen Mandelport0.2%val$28M92,775 sh·15q held
- 23David Rolfeport5.2%val$25M83,010 sh·40q held
- 24Torray Fundsport0.9%val$6M19,800 sh·40q held
- 25Robert Olsteinport0.8%val$4M11,750 sh·40q held
- 26Lindsell Trainport0.1%val$3M10,300 sh·24q held
- 27David Katzport<0.1%val$347K1,149 sh·13q held
- 28Dodge & Cox Fundsport0.0%val$260K859 sh·40q held
- 29Yacktman Asset Managementport<0.1%val$221K732 sh·8q held
Owners of V also hold
Recent activity (7)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Glenn Greenberg | EXIT | <0.1% | -100% | $0 | May 15, 2026 |
| Jeffrey Ubben et al | ADD | 12.3% | +35% | $700M | May 15, 2026 |
| Stephen Mandel | ADD | 0.2% | +510% | $28M | May 15, 2026 |
| Valley Forge Capital Management | TRIM | 5.4% | -35% | $181M | May 15, 2026 |
| Seth Klarman | NEW | 4.1% | +100% | $212M | May 14, 2026 |
| Chuck Akre | TRIM | 8.1% | -39% | $495M | May 14, 2026 |
| John Armitage | ADD | 13.8% | +26% | $1.24B | May 13, 2026 |
- EXITGlenn Greenberg<0.1%Δ -100%·$0·filed May 15, 2026
- ADDJeffrey Ubben et al12.3%Δ +35%·$700M·filed May 15, 2026
- ADDStephen Mandel0.2%Δ +510%·$28M·filed May 15, 2026
- TRIMValley Forge Capital Management5.4%Δ -35%·$181M·filed May 15, 2026
- NEWSeth Klarman4.1%Δ +100%·$212M·filed May 14, 2026
- TRIMChuck Akre8.1%Δ -39%·$495M·filed May 14, 2026
- ADDJohn Armitage13.8%Δ +26%·$1.24B·filed May 13, 2026
Long US equity 13F-HR filings only. CUSIP 92826C839. Not investment advice.