V
Visa Inc-class A Shares
31 of the 83 super-investors we track hold V, worth a combined $21.26B per their latest 13F filings. The largest position: Chris Hohn at 19.8% of their portfolio. This quarter the cohort logged 4 buys and 5 sells on the name. Conviction score: 64 of 100 (how strongly the cohort backs it) — ranked #18 of 742 stocks. The stock is up 7.2x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction rising: 1 more super-investor hold it than in 2026Q1.
Held through it: Valley Forge Capital Management (38q straight), AltaRock Partners (46q straight), Triple Frond Partners (36q straight) and 30 more. All multibaggers the cohort held →
Why super-investors own V
V is held by 31 super-investors in our cohort, with a combined position value of $21.3B. The highest-conviction owner is Chris Hohn at 19.8% of their portfolio. Cohort ownership has grown from 28 to 30 over the last four quarters — net interest is rising. This quarter the cohort registered 2 new positions, 2 added, 5 trimmed.
AI-synthesized from 13F filings. Not investment advice.
In the news
all news →- Visa Inc. $V Stock Position Boosted by Provident Trust Co.MarketBeat ·
- (IVQ.DB.V) Market Dynamics and Trading SignalsStock Traders Daily ·
- What Visa (V)'s Cybersecurity, Stablecoin and Market Reentry Moves Mean For Shareholderssimplywall.st ·
- TSMC vs. ASML: Which Semiconductor Giant Is the Better Stock Buy?The Globe and Mail ·
- Van ECK Associates Corp Lowers Stock Holdings in Visa Inc. $VMarketBeat ·
- Behavioral Patterns of V and Institutional FlowsStock Traders Daily ·
Headlines via Google News. Links open in a new tab.
Cohort owners over time
2016Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (31) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Chris Hohn | 19.8% | 29q | $10.46B | 30,494,133 |
| 2 | Viking Global Investors | 6.3% | 39q | $2.19B | 6,393,604 |
| 3 | Dodge & Cox Funds | 1.0% | 40q | $1.86B | 5,417,326 |
| 4 | John Armitage | 14.1% | 27q | $1.46B | 4,264,651 |
| 5 | Jeffrey Ubben et al | 14.1% | 8q | $795M | 2,316,250 |
| 6 | Polen Capital Management | 5.3% | 40q | $619M | 1,805,617 |
| 7 | Chuck Akre | 7.5% | 40q | $381M | 1,110,881 |
| 8 | Thomas Gayner | 2.6% | 40q | $348M | 1,013,912 |
| 9 | AKO Capital | 7.9% | 39q | $338M | 985,126 |
| 10 | Mairs & Power Funds | 2.7% | 40q | $292M | 852,050 |
| 11 | AltaRock Partners | 6.8% | 40q | $287M | 836,470 |
| 12 | Chase Coleman | 1.1% | 28q | $274M | 798,697 |
| 13 | Joel Greenblatt | 0.2% | 40q | $269M | 784,375 |
| 14 | Lee Ainslie | 2.3% | 33q | $258M | 752,252 |
| 15 | Bill Nygren | 0.3% | 40q | $244M | 711,659 |
| 16 | Seth Klarman | 4.4% | 2q | $241M | 701,355 |
| 17 | Terry Smith | 5.2% | 21q | $233M | 680,492 |
| 18 | Vulcan Value Partners | 4.8% | 40q | $159M | 463,268 |
| 19 | Valley Forge Capital Management | 5.1% | 39q | $159M | 462,978 |
| 20 | Francois Rochon | 4.5% | 40q | $134M | 389,900 |
| 21 | Wallace Weitz | 6.3% | 40q | $91M | 265,330 |
| 22 | Stephen Mandel | 0.3% | 15q | $57M | 165,960 |
| 23 | David Rolfe | 6.3% | 40q | $31M | 89,188 |
| 24 | Thomas Russo | 0.3% | 40q | $30M | 87,256 |
| 25 | William Von Mueffling | 4.3% | 40q | $29M | 83,643 |
| 26 | Torray Funds | 1.0% | 40q | $8M | 22,017 |
| 27 | Lindsell Train | 0.1% | 25q | $4M | 10,500 |
| 28 | Robert Olstein | 0.8% | 40q | $4M | 11,750 |
| 29 | David Katz | <0.1% | 14q | $384K | 1,120 |
| 30 | Yacktman Asset Management | <0.1% | 9q | $251K | 732 |
| 31 | Glenn Greenberg | <0.1% | 5q | $212K | 618 |
- 1Chris Hohnport19.8%val$10.46B30,494,133 sh·29q held
- 2Viking Global Investorsport6.3%val$2.19B6,393,604 sh·39q held
- 3Dodge & Cox Fundsport1.0%val$1.86B5,417,326 sh·40q held
- 4John Armitageport14.1%val$1.46B4,264,651 sh·27q held
- 5Jeffrey Ubben et alport14.1%val$795M2,316,250 sh·8q held
- 6Polen Capital Managementport5.3%val$619M1,805,617 sh·40q held
- 7Chuck Akreport7.5%val$381M1,110,881 sh·40q held
- 8Thomas Gaynerport2.6%val$348M1,013,912 sh·40q held
- 9AKO Capitalport7.9%val$338M985,126 sh·39q held
- 10Mairs & Power Fundsport2.7%val$292M852,050 sh·40q held
- 11AltaRock Partnersport6.8%val$287M836,470 sh·40q held
- 12Chase Colemanport1.1%val$274M798,697 sh·28q held
- 13Joel Greenblattport0.2%val$269M784,375 sh·40q held
- 14Lee Ainslieport2.3%val$258M752,252 sh·33q held
- 15Bill Nygrenport0.3%val$244M711,659 sh·40q held
- 16Seth Klarmanport4.4%val$241M701,355 sh·2q held
- 17Terry Smithport5.2%val$233M680,492 sh·21q held
- 18Vulcan Value Partnersport4.8%val$159M463,268 sh·40q held
- 19Valley Forge Capital Managementport5.1%val$159M462,978 sh·39q held
- 20Francois Rochonport4.5%val$134M389,900 sh·40q held
- 21Wallace Weitzport6.3%val$91M265,330 sh·40q held
- 22Stephen Mandelport0.3%val$57M165,960 sh·15q held
- 23David Rolfeport6.3%val$31M89,188 sh·40q held
- 24Thomas Russoport0.3%val$30M87,256 sh·40q held
- 25William Von Muefflingport4.3%val$29M83,643 sh·40q held
- 26Torray Fundsport1.0%val$8M22,017 sh·40q held
- 27Lindsell Trainport0.1%val$4M10,500 sh·25q held
- 28Robert Olsteinport0.8%val$4M11,750 sh·40q held
- 29David Katzport<0.1%val$384K1,120 sh·14q held
- 30Yacktman Asset Managementport<0.1%val$251K732 sh·9q held
- 31Glenn Greenbergport<0.1%val$212K618 sh·5q held
Owners of V also hold
Congress is trading V
Congress tracker →- Richard Dean McCormicksold$1,001 - $15,000 · 2026-07-30
- Rohit Khannabought$15,001 - $50,000 · 2026-07-20
- Rohit Khannabought$1,001 - $15,000 · 2026-07-08
- Rohit Khannabought$1,001 - $15,000 · 2026-06-02
- Michael T. McCaulbought$15,001 - $50,000 · 2026-04-27
- David J. Taylorbought$1,001 - $15,000 · 2026-04-27
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (9)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| AltaRock Partners | ADD | 6.8% | +68% | $287M | Aug 17, 2026 |
| Chuck Akre | TRIM | 7.5% | -32% | $381M | Aug 14, 2026 |
| Chase Coleman | NEW | 1.1% | +100% | $274M | Aug 14, 2026 |
| Glenn Greenberg | NEW | <0.1% | +100% | $212K | Aug 14, 2026 |
| Stephen Mandel | ADD | 0.3% | +79% | $57M | Aug 14, 2026 |
| Terry Smith | TRIM | 5.2% | -34% | $233M | Aug 14, 2026 |
| Valley Forge Capital Management | TRIM | 5.1% | -23% | $159M | Aug 14, 2026 |
| Vulcan Value Partners | TRIM | 4.8% | -28% | $159M | Aug 10, 2026 |
| William Von Mueffling | TRIM | 4.3% | -95% | $29M | Jul 29, 2026 |
- ADDAltaRock Partners6.8%Δ +68%·$287M·filed Aug 17, 2026
- TRIMChuck Akre7.5%Δ -32%·$381M·filed Aug 14, 2026
- NEWChase Coleman1.1%Δ +100%·$274M·filed Aug 14, 2026
- NEWGlenn Greenberg<0.1%Δ +100%·$212K·filed Aug 14, 2026
- ADDStephen Mandel0.3%Δ +79%·$57M·filed Aug 14, 2026
- TRIMTerry Smith5.2%Δ -34%·$233M·filed Aug 14, 2026
- TRIMValley Forge Capital Management5.1%Δ -23%·$159M·filed Aug 14, 2026
- TRIMVulcan Value Partners4.8%Δ -28%·$159M·filed Aug 10, 2026
- TRIMWilliam Von Mueffling4.3%Δ -95%·$29M·filed Jul 29, 2026
Long US equity 13F-HR filings only. CUSIP 92826C839. Not investment advice.