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NYSE · Financials

VISA INC V

Visa Inc. operates as a payment technology company in the United States and internationally. The company operates VisaNet, a transaction processing network that enables authorization, clearing, and settlement of payment transactions. It also offers credit, debit, and prepaid card products; tap to pay, tokenization, and click to pay services; Visa Direct, a platform which facilitates money movement, enabling clients to collect, hold, convert, and send funds across its network; and issuing solutions, such as airport lounge access, dining reservations, shopping experiences, event tickets, and seller offers.

Sources StockAnalysis company profile stockanalysis.com
Payments

Company profile

Business mix

  • The company operates VisaNet, a transaction processing network that enables authorization, clearing, and settlement of payment transactions.
  • It also offers credit, debit, and prepaid card products; tap to pay, tokenization, and click to pay services; Visa Direct, a platform which facilitates money movement, enabling clients to collect, hold, convert, and send funds across its network.
  • In addition, the company provides acceptance solutions, an omnichannel payment integration with e-commerce platforms.
  • It provides its services under the Visa, Visa Electron, V PAY, Interlink, and PLUS brands. The company serves consumers, sellers, financial institutions, and government entities.

Current key questions

  • Can asset growth, client flows, fee rates, credit quality, or spread income support durable earnings in credit services?
  • How sensitive are margins and returns to interest rates, market levels, funding costs, and regulation?
  • Do capital allocation, risk controls, and balance-sheet quality improve long-term per-share value?
Holders 25 Current sample portfolio
Public mentions 4 Videos / interviews / letters
Valuation snapshot
PE 28.21 FCF 3.48% Buyback 2.95%
2026-06-07

Current firm holders

Firm Weight Value Filing period
TCI Fund Management Chris Hohn 20.4% $9.2B 2026-03-31
Viking Global Investors Andreas Halvorsen 5.4% $1.9B 2026-03-31
Fundsmith Terry Smith 7.3% $938.2M 2026-03-31
Soroban Capital Partners Eric Mandelblatt 1.7% $895.0M 2026-03-31
Edgewood Management 5.7% $886.0M 2026-03-31
Sands Capital Management Frank Sands 3.3% $837.3M 2026-03-31
Polen Capital Management 5.1% $739.2M 2026-03-31
ValueAct Holdings 12.3% $700.1M 2026-03-31
Akre Capital Management Chuck Akre 8.1% $495.3M 2026-03-31
Alkeon Capital Management 0.7% $443.9M 2026-03-31
Markel Group Tom Gayner 2.5% $303.5M 2026-03-31
Coatue Management Philippe Laffont 0.7% $217.2M 2026-03-31
Oakmark / Harris Associates Bill Nygren 0.3% $216.8M 2026-03-31
Vulcan Value Partners C.T. Fitzpatrick 5.1% $193.3M 2026-03-31
Valley Forge Capital Management Dev Kantesaria 5.4% $181.0M 2026-03-31
Giverny Capital Francois Rochon 4.4% $119.8M 2026-03-31
Stockbridge Partners 2.5% $101.9M 2026-03-31
Weitz Investment Management Wallace Weitz 5.6% $80.2M 2026-03-31
Baron Capital Ron Baron 0.2% $54.4M 2026-03-31
Gotham Asset Management Joel Greenblatt 0.1% $44.2M 2026-03-31
Mar Vista Investment Partners 4.1% $41.4M 2026-03-31
Gardner Russo & Quinn Thomas Russo 0.3% $28.4M 2026-03-31
Lone Pine Capital Stephen Mandel 0.2% $28.0M 2026-03-31
Wedgewood Partners David Rolfe 5.2% $25.1M 2026-03-31
Baupost Group Seth Klarman 4.1% $211,978 2026-03-31

Recent trading changes over the last 2 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 13 Last 2 13F filing periods
Net reducers 15 Last 2 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $2.7B Estimated from net added shares
Reduction amount $6.6B Estimated from net reduced shares
Net share change / base shares -13.9% -10,127,573 / 72,715,953
Berkshire Hathaway Warren Buffett 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Sold out Shares -100.0% 13F value change -$2.9B
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 8,297,460 Last 2 periods -8,297,460 (-100.0%) Total shares 0 Value $0
Fundsmith Terry Smith 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -8.3% 13F value change -$76.1M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -12.2% 13F value change -$301.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 3,854,336 Last 2 periods -750,246 (-19.5%) Total shares 3,104,090 Value $938.2M
Coatue Management Philippe Laffont 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$217.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +718,753 (New) Total shares 718,753 Value $217.2M
Lone Pine Capital Stephen Mandel 1 filing periods
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 509.7% 13F value change +$22.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 15,217 Last 2 periods +77,558 (+509.7%) Total shares 92,775 Value $28.0M
Viking Global Investors Andreas Halvorsen 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 37.5% 13F value change +$408.3M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 58.8% 13F value change +$515.3M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 2,897,030 Last 2 periods +3,431,155 (+118.4%) Total shares 6,328,185 Value $1.9B
Bridgewater Associates Ray Dalio 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -20.6% 13F value change -$42.6M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -95.3% 13F value change -$180.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 675,954 Last 2 periods -650,782 (-96.3%) Total shares 25,172 Value $7.6M
TCI Fund Management Chris Hohn 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -1.2% 13F value change +$144.9M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 9.9% 13F value change -$514.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 28,057,351 Last 2 periods +2,410,782 (+8.6%) Total shares 30,468,133 Value $9.2B
Gotham Asset Management Joel Greenblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major reduction Shares -27.0% 13F value change -$12.2M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 39.8% 13F value change +$7.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 143,375 Last 2 periods +2,942 (+2.1%) Total shares 146,317 Value $44.2M
Giverny Capital Francois Rochon 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor increase Shares 0.4% 13F value change +$4.4M
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.7% 13F value change -$23.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 405,520 Last 2 periods -9,163 (-2.3%) Total shares 396,357 Value $119.8M
Oakmark / Harris Associates Bill Nygren 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.9% 13F value change -$681,690
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -2.5% 13F value change -$41.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 757,438 Last 2 periods -40,178 (-5.3%) Total shares 717,260 Value $216.8M
Baron Capital Ron Baron 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -0.2% 13F value change +$1.6M
13F 2026-03-31 Filed 2026-05-15
Minor increase Shares 1.7% 13F value change -$7.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 177,441 Last 2 periods +2,651 (+1.5%) Total shares 180,092 Value $54.4M
ValueAct Holdings 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 9.7% 13F value change +$68.1M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 34.8% 13F value change +$97.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,565,850 Last 2 periods +750,400 (+47.9%) Total shares 2,316,250 Value $700.1M
Valley Forge Capital Management Dev Kantesaria 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor increase Shares 0.5% 13F value change +$10.0M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -34.7% 13F value change -$140.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 912,017 Last 2 periods -313,264 (-34.3%) Total shares 598,753 Value $181.0M
Alkeon Capital Management 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-15
Unchanged Shares 0.0% 13F value change $0
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,468,618 Last 2 periods +0 (0.0%) Total shares 1,468,618 Value $443.9M
Stockbridge Partners 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$101.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +337,310 (New) Total shares 337,310 Value $101.9M
Soroban Capital Partners Eric Mandelblatt 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 46.9% 13F value change +$270.8M
13F 2026-03-31 Filed 2026-05-15
Major increase Shares 19.2% 13F value change +$46.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 1,691,441 Last 2 periods +1,269,799 (+75.1%) Total shares 2,961,240 Value $895.0M
Wedgewood Partners David Rolfe 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -2.2% 13F value change +$140,711
13F 2026-03-31 Filed 2026-05-15
Minor reduction Shares -4.8% 13F value change -$5.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 89,120 Last 2 periods -6,110 (-6.9%) Total shares 83,010 Value $25.1M
Baupost Group Seth Klarman 1 filing periods
13F 2026-03-31 Filed 2026-05-14
New Shares - 13F value change +$211,978
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 0 Last 2 periods +701,355 (New) Total shares 701,355 Value $211,978
Akre Capital Management Chuck Akre 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Minor reduction Shares -10.0% 13F value change -$76.5M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -38.8% 13F value change -$443.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 2,973,760 Last 2 periods -1,334,962 (-44.9%) Total shares 1,638,798 Value $495.3M
Polen Capital Management 2 filing periods
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -22.2% 13F value change -$297.9M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -27.5% 13F value change -$444.6M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 4,340,224 Last 2 periods -1,894,464 (-43.6%) Total shares 2,445,760 Value $739.2M
Weitz Investment Management Wallace Weitz 2 filing periods
13F 2025-12-31 Filed 2026-02-12
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-14
Minor reduction Shares -1.9% 13F value change -$14.7M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 270,580 Last 2 periods -5,250 (-1.9%) Total shares 265,330 Value $80.2M
Edgewood Management 2 filing periods
13F 2025-12-31 Filed 2026-02-12
Major reduction Shares -27.8% 13F value change -$447.9M
13F 2026-03-31 Filed 2026-05-14
Major reduction Shares -20.2% 13F value change -$402.1M
Settlement As of 13F 2026-03-31 · Filed 2026-05-14
Base shares 5,085,109 Last 2 periods -2,153,762 (-42.4%) Total shares 2,931,347 Value $886.0M
Gardner Russo & Quinn Thomas Russo 2 filing periods
13F 2025-12-31 Filed 2026-02-12
Minor reduction Shares -11.0% 13F value change -$3.6M
13F 2026-03-31 Filed 2026-05-13
Minor reduction Shares -13.8% 13F value change -$9.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 122,264 Last 2 periods -28,452 (-23.3%) Total shares 93,812 Value $28.4M
Mar Vista Investment Partners 2 filing periods
13F 2025-12-31 Filed 2026-02-17
Major increase Shares 22.2% 13F value change +$9.5M
13F 2026-03-31 Filed 2026-05-13
Minor increase Shares 3.5% 13F value change -$5.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-13
Base shares 108,414 Last 2 periods +28,726 (+26.5%) Total shares 137,140 Value $41.4M
Vulcan Value Partners C.T. Fitzpatrick 2 filing periods
13F 2025-12-31 Filed 2026-02-09
Minor reduction Shares -3.2% 13F value change -$1.5M
13F 2026-03-31 Filed 2026-05-11
Minor reduction Shares -12.1% 13F value change -$61.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-11
Base shares 751,516 Last 2 periods -112,062 (-14.9%) Total shares 639,454 Value $193.3M
Sands Capital Management Frank Sands 2 filing periods
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -23.3% 13F value change -$291.0M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -10.3% 13F value change -$246.4M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 4,027,033 Last 2 periods -1,256,602 (-31.2%) Total shares 2,770,431 Value $837.3M
Markel Group Tom Gayner 2 filing periods
13F 2025-12-31 Filed 2026-02-06
Unchanged Shares 0.0% 13F value change $0
13F 2026-03-31 Filed 2026-05-01
Minor increase Shares 0.5% 13F value change -$46.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-01
Base shares 999,285 Last 2 periods +5,046 (+0.5%) Total shares 1,004,331 Value $303.5M
GQG Partners Rajiv Jain 2 filing periods
13F 2025-09-30 Filed 2025-11-13
Minor reduction Shares -13.5% 13F value change -$181.3M
13F 2025-12-31 Filed 2026-02-13
Major reduction Shares -99.7% 13F value change -$891.4M
Settlement As of 13F 2025-12-31 · Filed 2026-02-13
Base shares 3,029,600 Last 2 periods -3,021,293 (-99.7%) Total shares 8,307 Value $2.9M
Lindsell Train Nick Train 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$3.9M
13F 2025-06-30 Filed 2025-08-08
Minor reduction Shares -10.7% 13F value change -$374,652
Settlement As of 13F 2025-06-30 · Filed 2025-08-08
Base shares 0 Last 2 periods +10,000 (New) Total shares 10,000 Value $3.6M

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Giverny Capital Annual Letter 2024

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Fundsmith Equity Fund 2022 Semi-Annual Letter

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Mentioned by firms

Polen Capital Management Sequoia Fund Giverny Capital Francois Rochon Fundsmith Terry Smith