V - VISA INC
This page shows which of the focused investors we track hold V and how their positions changed, so you can see how much conviction the group has in the stock.
In Q1 2026 it was held by 28 managers with an aggregate reported value of $18.16B, which is 1.66% of the combined portfolio.
As of Q1 2026, 28 tracked institutional managers held V (VISA INC) with an aggregate reported value of $18.16B — 1.66% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q1 2026
- Ticker
- V
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Chris Hohn - TCI Fund Management | 20.39% | Add +9.9% | 30,468,133 | $9.21B |
| 2 | Viking Global Investors - Viking Global Investors | 5.35% | Add +58.8% | 6,328,185 | $1.91B |
| 3 | John Armitage - Egerton Capital | 13.79% | Add +25.7% | 4,110,970 | $1.24B |
| 4 | Terry Smith - Fundsmith | 7.31% | Reduce -12.2% | 3,104,090 | $938.18M |
| 5 | Polen Capital Management - Polen Capital Management | 5.11% | Reduce -27.5% | 2,445,760 | $739.21M |
| 6 | ValueAct Capital - ValueAct Capital | 12.26% | Add +34.8% | 2,316,250 | $700.06M |
| 7 | William Von Mueffling - Cantillon Capital Management | 3.45% | Reduce -11.9% | 1,718,158 | $519.3M |
| 8 | Chuck Akre - Akre Capital Management | 8.10% | Reduce -38.8% | 1,638,798 | $495.31M |
| 9 | AKO Capital - AKO Capital | 7.02% | Reduce -17.5% | 1,186,931 | $358.74M |
| 10 | Thomas Gayner - Markel Asset Management | 2.54% | Add +0.5% | 1,004,331 | $303.55M |
| 11 | Mairs & Power Growth Fund - Mairs & Power Growth Fund | 2.60% | Add +4.8% | 840,917 | $254.16M |
| 12 | Lee Ainslie - Maverick Capital | 2.84% | Add +3.9% | 806,951 | $243.89M |
| 13 | Bill Nygren - Oakmark Funds | 0.29% | Reduce -2.5% | 717,260 | $216.78M |
| 14 | Seth Klarman - Baupost Group | 4.14% | New | 701,355 | $211.98M |
| 15 | Vulcan Value Partners - Vulcan Value Partners | 5.12% | Reduce -12.1% | 639,454 | $193.27M |
| 16 | Valley Forge Capital Management - Valley Forge Capital Management | 5.36% | Reduce -34.7% | 598,753 | $180.97M |
| 17 | AltaRock Partners - AltaRock Partners | 3.65% | Reduce -3.5% | 498,677 | $150.72M |
| 18 | Francois Rochon - Giverny Capital | 4.39% | Reduce -2.7% | 396,357 | $119.79M |
| 19 | Wallace Weitz - Weitz Investment Management | 5.60% | Reduce -1.9% | 265,330 | $80.19M |
| 20 | Thomas Russo - Gardner Russo & Quinn | 0.33% | Reduce -13.8% | 93,812 | $28.35M |
| 21 | Stephen Mandel - Lone Pine Capital | 0.22% | Add +509.7% | 92,775 | $28.04M |
| 22 | David Rolfe - Wedgewood Partners | 5.18% | Reduce -4.8% | 83,010 | $25.09M |
| 23 | Torray Funds - Torray Funds | 0.88% | Add +0.8% | 19,800 | $5.98M |
| 24 | Robert Olstein - Olstein Capital Management | 0.78% | Add +95.8% | 11,750 | $3.55M |
| 25 | Lindsell Train - Lindsell Train | 0.10% | Add +3.0% | 10,300 | $3.11M |
| 26 | David Katz - Matrix Asset Advisors | 0.03% | - | 1,149 | $347.37K |
| 27 | Dodge & Cox - Dodge & Cox | 0.00% | - | 859 | $259.62K |
| 28 | Yacktman Asset Management - Yacktman Asset Management | 0.00% | - | 732 | $221.24K |
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