VISA INC

$V
13F holders
4,408
Net 13F flow · Q
Insider buys · 90d
0
Insider net · 90d
Congress · 90d
3trades
Convergence

Institutional holders

Top 10 of 4,408 · Source: 13F-HR
01
State Street
02
Axa S.a.
03
Litman Gregory Wealth Management LLC
04
Banyan Capital Management, Inc.
05
Xponance, Inc.
06
State Farm Mutual Automobile Insurance Co.
07
Staley Capital Advisers Inc.
08
ARS Investment Partners, LLC
09
ProShare Advisors LLC
10
US Bancorp De

Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.

See all 4,408 13F holders · Pro →

Smart Money · top-200 alpha cohort

84 holders · Q1 2026
Top-200 Cohort Floods Into $V: 52 Initiated, 3 Added in Q1 2026

Fifty-two of the top-200 alpha cohort initiated positions in $V in Q1 2026, joining 3 managers who added to existing stakes — against just 2 trims and 2 exits. The net holder count reached 88. Explore Capital Management led conviction additions, lifting its weight from 1.08% to 6.77% (+5.69pp); Settian Capital LP and Generation Investment Management LLP both entered fresh at 5.65% and 4.10% respectively.

Among the initiations, Coatue Management opened at 0.75%, BNP Paribas at 1.66%, and Eastover Investment Advisors at 2.70%. Cypress Capital Group, an existing holder, added +1.84pp to reach 2.20%. On the other side, Stelac Advisory Services trimmed sharply from 2.54% to 0.55% (-1.99pp), and Capital Markets Trading UK cut from 1.60% to 0.35% (-1.25pp).

The cohort's average position weight sits at 0.94%, with a range of 0.00% to 7.46% (Provident Trust Co., which itself edged down -0.59pp from 8.05%). The distribution is wide and bottom-heavy: most of the 52 initiations landed below 1.00%, suggesting breadth rather than concentrated conviction from new entrants.

Mountain Hill Investment Partners exited after carrying an 18.22% weight last quarter — a position size that was already an outlier in this cohort — leaving a structural gap at the top of the weight table that the wave of small initiations does not come close to filling.

01
R.m.sincerbeaux Capital Management LLC
9.74% ↓ 1.1pp
α +14.2pts
02
Explore Capital Management, LLC
6.77% ↑ +5.7pp
α +15.5pts
03
Blue Grotto Capital, LLC
4.55% NEW
α +12.7pts
04
Generation Investment Management LLP
4.10% NEW
α +11.9pts
05
Costello Asset Management, INC
2.67% held
α +14.3pts
06
Cypress Capital Group
2.20% ↑ +1.8pp
α +12.6pts
07
Delta Financial Advisors LLC
2.01% NEW
α +18.1pts
08
Bolthouse Investments, LLC
1.99% NEW
α +13.6pts
09
Legacy Wealth Management, LLC / MS
1.78% NEW
α +14.9pts
10
Terra Nova Asset Management LLC
1.68% NEW
α +11.1pts
11
Corsicana & Co.
1.63% held
α +20.0pts
12
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund
1.53% ↑ +1.4pp
α +13.4pts
13
Erste Asset Management GmbH
1.52% NEW
α +33.4pts
14
Goodnow Investment Group, LLC
1.45% NEW
α +14.1pts
15
Beverly Hills Private Wealth, LLC
1.37% NEW
α +10.4pts
16
Vista Investment Partners LLC
1.28% held
α +10.8pts
17
Pittenger & Anderson Inc.
1.25% NEW
α +21.3pts
18
Stamos Capital Partners, L.P.
1.25% NEW
α +10.2pts
19
Aigen Investment Management, LP
1.17% NEW
α +50.5pts
20
Platinum Investment Management Ltd.
1.14% NEW
α +25.6pts
21
RiverPark Advisors, LLC
1.13% held
α +21.5pts
22
Venture Visionary Partners LLC
1.06% NEW
α +10.3pts
23
ProVise Management Group, LLC
1.05% NEW
α +11.2pts
24
Svb Wealth LLC
1.04% held
α +29.6pts
25
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.87% ↑ +0.5pp
α +27.5pts
26
Citigroup Inc.
0.85% NEW
α +26.3pts
27
Banque Pictet & Cie SA
0.79% NEW
α +10.3pts
28
Voloridge Investment Management, LLC
0.78% ↑ +0.5pp
α +15.5pts
29
Coatue Management LLC Philippe Laffont
0.75% NEW
α +34.1pts
30
Independent Solutions Wealth Management, LLC
0.70% NEW
α +19.1pts
31
Choate Investment Advisors
0.62% NEW
α +13.8pts
32
Connor, Clark & Lunn Investment Management Ltd.
0.59% held
α +12.3pts
33
Condor Capital Management
0.59% NEW
α +23.6pts
34
Banco Santander, S.A.
0.58% held
α +12.6pts
35
Wellington Management Group LLP
0.58% held
α +10.5pts
36
Courier Capital LLC
0.57% NEW
α +14.9pts
37
Stelac Advisory Services LLC
0.55% ↓ 2.0pp
α +13.4pts
38
Nisa Investment Advisors, LLC
0.53% held
α +16.6pts
39
Hamel Associates, Inc.
0.49% NEW
α +12.3pts
40
WINTON GROUP Ltd
0.48% NEW
α +27.0pts
41
Linscomb Wealth, Inc.
0.48% NEW
α +32.6pts
42
Sulzberger Capital Advisors, Inc.
0.47% NEW
α +15.0pts
43
Gentry Private Wealth, LLC
0.46% held
α +22.9pts
44
Oxford Asset Management LLP
0.44% NEW
α +10.3pts
45
Rokos Capital Management LLP
0.42% NEW
α +12.2pts
46
Johnson Financial Group, Inc.
0.37% held
α +14.7pts
47
Legend Financial Advisors, Inc.
0.36% held
α +12.3pts
48
Principal Securities, Inc.
0.36% held
α +21.3pts
49
Capital Markets Trading UK LLP
0.35% ↓ 1.3pp
α +19.5pts
50
Fulton Bank, N.a.
0.34% NEW
α +23.8pts
51
MFA Wealth Services
0.33% NEW
α +16.2pts
52
GM Advisory Group, LLC
0.31% held
α +16.5pts
53
Bradley Foster & Sargent INC
0.30% NEW
α +11.1pts
54
Caption Management, LLC
0.25% NEW
α +15.5pts
55
Echo45 Advisors LLC
0.24% held
α +17.2pts
56
Tandem Wealth Advisors LLC
0.21% held
α +14.1pts
57
CV Advisors LLC
0.19% held
α +29.1pts
58
Narus Financial Partners, LLC
0.18% held
α +11.1pts
59
Elefante Mark B
0.17% held
α +10.8pts
60
Seldon Capital LP
0.17% held
α +20.5pts
61
Merrion Investment Management Co, LLC
0.16% held
α +16.0pts
62
Endeavor Private Wealth, Inc.
0.16% held
α +13.5pts
63
Fiduciary Alliance LLC
0.15% held
α +16.8pts
64
One Plus One Wealth Management, LLC
0.14% held
α +21.1pts
65
LM Advisors LLC
0.13% held
α +15.5pts
66
TRUE Private Wealth Advisors
0.12% NEW
α +23.4pts
67
ELCO Management Co., LLC
0.12% NEW
α +10.8pts
68
Focused Wealth Management, Inc
0.11% NEW
α +19.2pts
69
Resolute Advisors LLC
0.10% NEW
α +53.0pts
70
RFG Advisory, LLC
0.10% held
α +16.2pts
71
NerdWallet Wealth Partners, LLC
0.09% held
α +11.3pts
72
Walkner Condon Financial Advisors LLC
0.08% held
α +23.7pts
73
Sara-Bay Financial
0.08% held
α +22.0pts
74
Fruth Investment Management
0.06% held
α +79.5pts
75
Freemont Management S.A.
0.05% held
α +20.1pts
76
JTC Employer Solutions Trustee Ltd
0.04% held
α +22.6pts
77
New Age Alpha Advisors, LLC
0.03% held
α +10.8pts
78
Shufro Rose & Co. LLC
0.03% held
α +32.3pts
79
Impact Partnership Wealth, LLC
0.03% held
α +10.3pts
80
Greenwich Wealth Management LLC
0.03% held
α +12.7pts
81
Mountain Hill Investment Partners Corp.
0.02% ↓ 18.2pp
α +15.0pts
82
Truepoint, Inc.
0.01% held
α +21.4pts
83
Bellevue Group AG
0.01% held
α +12.2pts
84
Knightsbridge Asset Management, LLC
0.00% held
α +24.2pts

Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.

Insider activity · last 90 days

13 transactions · 5 filers
02 Jan 2026
Mcinerney Ryan
▼ SOLD
10,485
$349.18
S
11 Dec 2025
Rottenberg Julie B
▼ SOLD
2,027
$345.00
S
11 Dec 2025
Mcinerney Ryan
▼ SOLD
10,485
$340.07
S
02 Dec 2025
Fabara Paul D
▼ SOLD
7,556
$331.45
S
02 Dec 2025
Taneja Rajat
▼ SOLD
23,743
$330.14
S
21 Nov 2025
Fabara Paul D
▼ SOLD
2,172
$325.93
S
21 Nov 2025
Taneja Rajat
▼ SOLD
6,305
$330.00
S
04 Nov 2025
Carney Lloyd
▼ SOLD
900
$336.48
S
03 Nov 2025
Mcinerney Ryan
▼ SOLD
10,485
$341.00
S
01 Oct 2025
Mcinerney Ryan
▼ SOLD
10,485
$342.30
S
02 Sep 2025
Mcinerney Ryan
▼ SOLD
10,485
$348.57
S
18 Aug 2025
Rottenberg Julie B
▼ SOLD
2,027
$344.02
S

Transaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.

Congress trades · last 90 days

37 disclosures · STOCK Act
House · Illinois · Traded Apr 24
SOLD
$50K–$100K
May 28STOCK
House · Ohio · Traded Apr 27
BOUGHT
$1K–$15K
May 8STOCK
House · New Jersey · Traded Feb 18
SOLD
$1K–$15K
Mar 17STOCK
House · Wisconsin · Traded Feb 19
BOUGHT
$50K–$100K
Mar 9STOCK
House · Ohio · Traded Feb 26
BOUGHT
$1K–$15K
Mar 6STOCK
House · Ohio · Traded Feb 9
BOUGHT
$1K–$15K
Feb 20STOCK
Senate · Arkansas · Traded Jan 15
BOUGHT
$1K–$15K
Feb 15STOCK
House · Ohio · Traded Jan 16
BOUGHT
$1K–$15K
Feb 2STOCK
Senate · Alabama · Traded Nov 7
BOUGHT
$1K–$15K
Jan 26STOCK
Senate · Alabama · Traded Apr 14
BOUGHT
$1K–$15K
Jan 26STOCK
See full $V Congress history →

Convergence · Pattern Engine ships in v1.1

30-day window
In development

Convergence detection for $V lands with the Pattern Engine.

Once the Pattern Engine ships, this section will surface every active convergence event involving $V — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.

Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 08:01 UTC.