Security

V

Visa Inc. · COM CL A

CUSIP 92826C839 Equity holders as of 2026 Q1 (each manager’s latest book)

grid → activity → earnings →
owners 47
rank #8
master % 0.84%
max % 20.4%
tracked value $81.6B
qoq N 5 A 20 R 17

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Chris Hohn - Tci Fund Management Ltd 2026 Q1 20.4% Add +2.26 pp 30,468,133 $9.2B hist
John Armitage - Egerton Capital (UK) LLP 2026 Q2 14.1% Add +0.35 pp 4,264,651 $1.5B hist
Valueact Capital - Valueact Holdings, L.P. 2026 Q1 12.3% Add +3.68 pp 2,316,250 $700M hist
Chuck Akre - Akre Capital Management LLC 2026 Q1 8.1% Reduce -2.22 pp 1,638,798 $495M hist
Terry Smith - Fundsmith LLP 2026 Q1 7.3% Reduce +0.07 pp 3,104,090 $938M hist
Ako Capital LLP 2026 Q1 7.0% Reduce -0.66 pp 1,186,931 $359M hist
Wallace Weitz - Weitz Investment Management, Inc. 2026 Q1 5.6% Reduce -0.03 pp 265,330 $80M hist
Dev Kantesaria - Valley Forge Capital Management, LP 2026 Q1 5.4% Reduce -1.92 pp 598,753 $181M hist
Andreas Halvorsen - Viking Global Investors LP 2026 Q1 5.4% Add +1.64 pp 6,328,185 $1.9B hist
David Rolfe - Wedgewood Partners Inc. 2026 Q1 5.2% Reduce -0.53 pp 83,010 $25M hist
Vulcan Value Partners, LLC 2026 Q1 5.1% Reduce +0.44 pp 639,454 $193M hist
Polen Capital Management LLC 2026 Q1 5.1% Reduce +0.06 pp 2,445,760 $739M hist
Francois Rochon - Giverny Capital Inc. 2026 Q1 4.4% Reduce -0.38 pp 396,357 $120M hist
Seth Klarman - Baupost Group LLC/MA 2026 Q1 4.1% New 4.1% 701,355 $212M hist
Altarock Partners LP 2026 Q1 3.7% Reduce +0.10 pp 498,677 $151M hist
William Von Mueffling - Cantillon Capital Management LLC 2026 Q1 3.5% Reduce -0.25 pp 1,718,158 $519M hist
Senator Investment Group LP 2026 Q1 2.9% New 2.9% 210,000 $63M hist
Lee Ainslie - Maverick Capital Ltd 2026 Q1 2.8% Add -0.11 pp 806,951 $244M hist
Mairs & Power Inc. 2026 Q1 2.6% Add -0.11 pp 840,917 $254M hist
Lewis Sanders - Sanders Capital, LLC 2026 Q1 1.8% Add +0.41 pp 4,861,653 $1.5B hist
Eric Mandelblatt - Soroban Capital Partners LP 2026 Q1 1.7% Add -4.19 pp 2,961,240 $895M hist
Farallon Capital Management LLC 2026 Q1 1.5% Add +0.30 pp 840,710 $254M hist
Natixis Advisors, LLC 2026 Q1 1.0% Add -0.14 pp 2,482,513 $750M hist
Torray Investment Partners LLC 2026 Q1 0.9% Add -0.11 pp 19,800 $6M hist
Vanguard Group Inc. 2025 Q4 0.8% Add 0.00 pp 160,975,832 $56.5B hist
Robert Olstein - Olstein Capital Management, L.P. 2026 Q1 0.8% Exit -0.78 pp 11,750 $4M hist
Philippe Laffont - Coatue Management LLC 2026 Q1 0.8% New 0.8% 718,753 $217M hist
Senator Investment Group LP 2026 Q1 0.6% New 0.6% 45,000 $14M hist
Kentucky Trust Co. 2026 Q2 0.6% Add +0.03 pp 3,583 $1.2B hist
Gavin Baker - Atreides Management, LP 2026 Q1 0.4% New 0.4% 71,641 $22M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.4% Add +0.02 pp 2,289,753 $692M hist
Thomas Russo - Gardner Russo & Quinn LLC 2026 Q1 0.3% Reduce -0.08 pp 93,812 $28M hist
Renaissance Technologies LLC 2026 Q1 0.3% Add +0.20 pp 676,767 $205M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.3% Add +0.01 pp 759,133 $229M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.3% Reduce -0.04 pp 717,260 $217M hist
Two Sigma Investments, LP 2025 Q4 0.3% Exit -0.28 pp 573,459 $201M hist
Ancora Advisors LLC 2026 Q1 0.3% Add -0.02 pp 43,700 $13M hist
Stephen Mandel - Lone Pine Capital LLC 2026 Q1 0.2% Add +0.18 pp 92,775 $28M hist
Joel Greenblatt - Gotham Asset Management, LLC 2026 Q1 0.1% Add 0.00 pp 146,317 $44M hist
Lindsell Train - Lindsell Train Ltd 2026 Q2 0.1% Add +0.04 pp 10,500 $4M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.1% Reduce -0.13 pp 499,797 $151M hist
David Katz - Matrix Asset Advisors INC/NY 2026 Q2 0.0% Reduce 0.00 pp 1,120 $384M hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Reduce -0.21 pp 642,304 $194M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.0% Reduce -0.65 pp 25,172 $8M hist
Murray Stahl - Horizon Kinetics Asset Management LLC 2026 Q1 0.0% — 4,666 $1M hist
Dodge & Cox 2026 Q1 0.0% — 859 $260 hist
Don Yacktman - Yacktman Asset Management LP 2026 Q1 0.0% — 732 $221 hist

47 tracked managers · options excluded

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

line FY2023 FY2024 FY2025
Revenue $32.65B $35.93B $40B
Gross profit — — —
Gross margin — — —
Net income $17.27B $19.74B $20.06B
Net margin * 52.9% 55.0% 50.1%

Balance sheet

line FY2023 FY2024 FY2025
Total current assets $33.53B $34.03B $37.77B
Total non-current assets * $56.97B $60.48B $61.86B
Total assets $90.5B $94.51B $99.63B
Total current liabilities $23.1B $26.52B $35.05B
Total non-current liabilities * $28.67B $28.86B $26.67B
Total equity — — —

Cash flow

line FY2023 FY2024 FY2025
Cash from operations $20.76B $19.95B $23.06B
Cash from investing -$2.01B -$1.93B $708M
Cash from financing -$17.77B -$20.63B -$18.96B
Net change in cash $1.61B -$2.23B $5.22B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings · CIK 0001403161

ownership over time

filing count by report period · click a bar for that quarter’s holders