Visa
V
Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them
Managers holding
26
In their latest 13F (Q3 2026)
See who
Value held
$19bn
Combined value at quarter end
Last quarter
10 bought
11 sold or trimmed
Fund portfolios
9
Funds holding it
See which
Price at Q3 ’26 end
$359.31
+4.7% in the quarter
Share price change by quarter
+14.9%Q4 ’24
+10.9%Q1 ’25
+1.3%Q2 ’25
-3.9%Q3 ’25
+2.7%Q4 ’25
-13.8%Q1 ’26
+13.5%Q2 ’26
+4.7%Q3 ’26
Managers holding it, by quarter
22Q4 ’23
23Q1 ’24
22Q2 ’24
24Q3 ’24
24Q4 ’24
25Q1 ’25
25Q2 ’25
25Q3 ’25
25Q4 ’25
24Q1 ’26
26Q2 ’26
1Q3 ’26
Who holds it
| TCI Fund Management | 19.8%$10bn | Added +0.1% |
| Troy Asset Management | 15.6%$560m | Added 0.0% |
| ValueAct | 14.1%$795m | Unchanged |
| AKO Capital | 7.9%$338m | Trimmed -17% |
| Akre Capital Management | 7.4%$381m | Trimmed -32% |
| AltaRock Partners | 6.8%$287m | Added +68% |
| Wedgewood Partners | 6.3%$30.6m | Added +7.4% |
| Weitz Investment Management | 6.3%$91.0m | Unchanged |
| Pershing Square | 5.8%$1.1bn | New |
| Polen Capital Management | 5.3%$619m | Trimmed -26% |
| Valley Forge Capital Management | 5.1%$159m | Trimmed -23% |
| Fundsmith | 5.1%$693m | Trimmed -35% |
| Vulcan Value Partners | 4.8%$159m | Trimmed -28% |
| Giverny Capital | 4.5%$134m | Trimmed -1.6% |
| Baupost Group | 4.4%$241m | Unchanged |
| Cantillon Capital Management | 4.3%$28.7m | Trimmed -95% |
| Mairs & Power | 2.7%$292m | Added +1.3% |
| Markel Group | 2.6%$348m | Added +1.0% |
| Dodge & Cox | 1.0%$1.9bn | Added +630555% |
| Gardner Russo & Quinn | 0.3%$29.9m | Trimmed -7.0% |
| Harris Associates (Oakmark) | 0.3%$244m | Trimmed -0.8% |
| Lindsell Train | 0.1%$3.6m | Added +1.9% |
| Matrix Asset Advisors | 0.0%$397k | Trimmed -1.3% |
| Horizon Kinetics | 0.0%$1.6m | Unchanged |
| Brave Warrior Advisors | 0.0%$212k | New |
| Yacktman Asset Management | 0.0%$251k | Unchanged |
Directors buying and selling
How this works
| Bought or sold | ||||
|---|---|---|---|---|
| 1 Oct 2026 | Mcinerney RyanChief Executive Officer | ▼ Sold | 5,875 | $2.1m |
| 9 Sep 2026 | Rottenberg Julie BGENERAL COUNSEL | ▼ Sold | 1,867 | $688k |
| 1 Sep 2026 | Mcinerney RyanChief Executive Officer | ▼ Sold | 5,875 | $2.2m |
| 31 Aug 2026 | Rottenberg Julie BGENERAL COUNSEL | ▼ Sold | 2,028 | $773k |
| 21 Aug 2026 | Taneja RajatPRESIDENT, TECHNOLOGY | ▼ Sold | 17,927 | $6.7m |
| 21 Aug 2026 | Mcinerney RyanChief Executive Officer | ▼ Sold | 5,875 | $2.2m |
| 30 Jul 2026 | Mahon Tullier KellyVICE CHAIR, CHF PPL & CORP AFF | ▼ Sold | 37,281 | $13.6m |
| 30 Jul 2026 | Mahon Tullier KellyVICE CHAIR, CHF PPL & CORP AFF | ▼ Sold | 19,991 | $7.3m |
About the company
- Sector
- Financials · Services-Business Services, Nec
- Incorporated in
- Delaware
- Financial year ends
- 30 September
- SEC filings
- Annual reports and other filings on EDGAR
Revenue and profit
$12bnSep ’13
$14bnSep ’15
$18bnSep ’17
$23bnSep ’19
$24bnSep ’21
$33bnSep ’23
$40bnSep ’25
| Year | Revenue | Net income |
|---|---|---|
| Year to Sep 2025 | $40bn | $20bn |
| Year to Sep 2024 | $36bn | $20bn |
| Year to Sep 2023 | $33bn | $17bn |
| Year to Sep 2022 | $29bn | $15bn |
| Year to Sep 2021 | $24bn | $12bn |
| Year to Sep 2020 | $22bn | $11bn |
| Year to Sep 2019 | $23bn | $12bn |
| Year to Sep 2018 | $21bn | $10bn |
| Year to Sep 2017 | $18bn | $6.7bn |
| Year to Sep 2016 | $15bn | $6.0bn |
| Year to Sep 2015 | $14bn | $6.3bn |
| Year to Sep 2014 | $13bn | $5.4bn |
| Year to Sep 2013 | $12bn | $5.0bn |
In fund portfolios
| Akre Focus ETFAkre Capital Management | 7.2% |
| Weitz Large Cap Equity FundWeitz Investment Management | 6.3% |
| Weitz Partners III Opportunity FundWeitz Investment Management | 5.7% |
| Weitz Partners Value FundWeitz Investment Management | 5.4% |
| Polen Global Growth FundPolen Capital Management | 5.1% |
| Fundsmith Equity ETFFundsmith | 4.0% |
| Vulcan Value Partners FundVulcan Value Partners | 2.9% |
| Mairs & Power Growth FundMairs & Power | 2.9% |
| Dodge & Cox Global Stock FundDodge & Cox | 0.8% |