V fund manager activity
Visa Inc · NYSE. Reported by 49 tracked fund managers in their 13F filings, Q1 2013 to Q3 2026.
Q1 2026
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| AKO Capital | Trimmed | 1,186,931 | $358,738,000 | 7.02% | May 15, 2026 |
| Chuck Akre - Akre Capital Management | Trimmed | 1,638,798 | $495,310,308 | 8.10% | May 14, 2026 |
| AltaRock Partners | Trimmed | 498,677 | $150,720,137 | 3.65% | May 15, 2026 |
| Gavin Baker - Atreides Management | New | 71,641 | $21,652,776 | 0.53% | May 18, 2026 |
| Ron Baron - Baron Capital | Added | 180,092 | $54,431,006 | 0.16% | May 15, 2026 |
| Seth Klarman - Baupost Group | New | 701,355 | $211,978,000 | 4.14% | May 14, 2026 |
| Warren Buffett - Berkshire Hathaway | Sold out | — | — | 0.00% | May 15, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | Sold out | — | — | 0.00% | May 15, 2026 |
| William Von Mueffling - Cantillon Capital Management | Trimmed | 1,718,158 | $519,296,074 | 3.45% | May 7, 2026 |
| Philippe Laffont - Coatue Management | New | 718,753 | $217,235,907 | 0.75% | May 15, 2026 |
| Dodge & Cox Funds | No change | 859 | $259,624 | 0.00% | May 14, 2026 |
| John Armitage - Egerton Capital | Added | 4,110,970 | $1,242,499,573 | 13.8% | May 13, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 7,589,158 | $2,293,747,555 | 0.78% | May 5, 2026 |
| Terry Smith - Fundsmith | Trimmed | 3,104,090 | $938,180,162 | 7.31% | May 15, 2026 |
| Jeremy Grantham - GMO | Added | 3,036,116 | $917,636,392 | 2.35% | May 14, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 93,812 | $28,353,739 | 0.33% | May 13, 2026 |
| Francois Rochon - Giverny Capital | Trimmed | 396,357 | $119,794,940 | 4.39% | May 15, 2026 |
| Joel Greenblatt - Gotham Asset Management | Added | 146,317 | $44,222,850 | 0.14% | May 15, 2026 |
| Lindsell Train | Added | 10,300 | $3,113,072 | 0.10% | Apr 24, 2026 |
| Stephen Mandel - Lone Pine Capital | Added | 92,775 | $28,040,316 | 0.22% | May 15, 2026 |
| Mairs & Power Funds | Added | 840,917 | $254,159,034 | 2.60% | May 14, 2026 |
| Thomas Gayner - Markel Group | Added | 1,004,331 | $303,549,001 | 2.54% | May 1, 2026 |
| David Katz - Matrix Asset Advisors | No change | 1,149 | $347,368 | 0.03% | Apr 22, 2026 |
| Lee Ainslie - Maverick Capital | Added | 806,951 | $243,892,870 | 2.84% | May 15, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 717,260 | $216,784,662 | 0.29% | May 15, 2026 |
| Robert Olstein - Olstein Capital Management | Added | 11,750 | $3,551 | 0.78% | Apr 21, 2026 |
| Polen Capital Management | Trimmed | 2,445,760 | $739,206,345 | 5.11% | May 14, 2026 |
| Chris Hohn - TCI Fund Management | Added | 30,468,133 | $9,208,688,518 | 20.4% | May 15, 2026 |
| Torray Funds | Added | 19,800 | $5,984,354 | 0.88% | May 1, 2026 |
| Valley Forge Capital Management | Trimmed | 598,753 | $180,967,107 | 5.36% | May 15, 2026 |
| ValueAct Capital | Added | 2,316,250 | $700,063,400 | 12.3% | May 15, 2026 |
| Viking Global Investors | Added | 6,328,185 | $1,912,630,634 | 5.35% | May 15, 2026 |
| Vulcan Value Partners | Trimmed | 639,454 | $193,268,577 | 5.12% | May 11, 2026 |
| David Rolfe - Wedgewood Partners | Trimmed | 83,010 | $25,088,996 | 5.18% | May 15, 2026 |
| Wallace Weitz - Weitz Investment Management | Trimmed | 265,330 | $80,193,339 | 5.60% | May 14, 2026 |
| Yacktman Asset Management | No change | 732 | $221,240 | 0.00% | May 1, 2026 |
Q4 2025
| Manager | Activity | Shares | Value | % of portfolio | Filed |
|---|---|---|---|---|---|
| AKO Capital | Trimmed | 1,437,967 | $504,309,000 | 7.68% | Feb 17, 2026 |
| Chuck Akre - Akre Capital Management | Trimmed | 2,676,628 | $938,720,206 | 10.3% | Feb 13, 2026 |
| AltaRock Partners | Trimmed | 516,677 | $181,203,791 | 3.55% | Feb 13, 2026 |
| Ron Baron - Baron Capital | Trimmed | 177,148 | $62,127,575 | 0.17% | Feb 17, 2026 |
| Warren Buffett - Berkshire Hathaway | No change | 8,297,460 | $2,910,002,197 | 1.06% | Feb 17, 2026 |
| Glenn Greenberg - Brave Warrior Advisors | No change | 618 | $216,739 | 0.01% | Feb 17, 2026 |
| William Von Mueffling - Cantillon Capital Management | Added | 1,949,488 | $683,704,937 | 3.70% | Feb 11, 2026 |
| Dodge & Cox Funds | No change | 859 | $301,260 | 0.00% | Feb 13, 2026 |
| John Armitage - Egerton Capital | Added | 3,270,999 | $1,147,172,059 | 12.5% | Feb 11, 2026 |
| Ken Fisher - Fisher Asset Management | Added | 7,485,132 | $2,625,110,722 | 0.90% | Feb 9, 2026 |
| Terry Smith - Fundsmith | Trimmed | 3,534,684 | $1,239,649,026 | 7.24% | Feb 17, 2026 |
| Jeremy Grantham - GMO | Added | 2,649,557 | $929,226,576 | 2.38% | Feb 17, 2026 |
| Thomas Russo - Gardner Russo & Quinn | Trimmed | 108,818 | $38,163,561 | 0.41% | Feb 12, 2026 |
| Francois Rochon - Giverny Capital | Added | 407,345 | $142,859,965 | 4.77% | Feb 13, 2026 |
| Joel Greenblatt - Gotham Asset Management | Trimmed | 104,676 | $36,710,920 | 0.13% | Feb 17, 2026 |
| Lindsell Train | No change | 10,000 | $3,507,100 | 0.09% | Feb 11, 2026 |
| Stephen Mandel - Lone Pine Capital | New | 15,217 | $5,336,754 | 0.04% | Feb 17, 2026 |
| Mairs & Power Funds | Added | 802,518 | $281,450,966 | 2.71% | Feb 17, 2026 |
| Thomas Gayner - Markel Group | No change | 999,285 | $350,459,242 | 2.79% | Feb 6, 2026 |
| David Katz - Matrix Asset Advisors | Added | 1,149 | $402,954 | 0.04% | Jan 16, 2026 |
| Lee Ainslie - Maverick Capital | New | 776,863 | $272,453,623 | 2.93% | Feb 13, 2026 |
| Bill Nygren - Oakmark Funds | Trimmed | 735,344 | $257,892,494 | 0.33% | Feb 17, 2026 |
| Robert Olstein - Olstein Capital Management | No change | 6,000 | $2,104 | 0.43% | Feb 3, 2026 |
| Polen Capital Management | Trimmed | 3,375,342 | $1,183,766,189 | 5.06% | Feb 12, 2026 |
| Chris Hohn - TCI Fund Management | Trimmed | 27,724,233 | $9,723,165,755 | 18.1% | Feb 17, 2026 |
| Torray Funds | Trimmed | 19,633 | $6,885,492 | 0.99% | Jan 28, 2026 |
| Valley Forge Capital Management | Added | 916,410 | $321,394,151 | 7.29% | Feb 17, 2026 |
| ValueAct Capital | Added | 1,718,250 | $602,607,458 | 8.58% | Feb 17, 2026 |
| Viking Global Investors | Added | 3,984,205 | $1,397,300,536 | 3.71% | Feb 17, 2026 |
| Vulcan Value Partners | Trimmed | 727,685 | $255,183 | 4.60% | Mar 17, 2026 |
| David Rolfe - Wedgewood Partners | Trimmed | 87,151 | $30,564,667 | 5.71% | Feb 17, 2026 |
| Wallace Weitz - Weitz Investment Management | No change | 270,580 | $94,895,112 | 5.63% | Feb 12, 2026 |
| Yacktman Asset Management | No change | 732 | $256,720 | 0.00% | Feb 3, 2026 |