SEC 13F Intelligence

First Manhattan Co. LLC. / V

First Manhattan Co. LLC.’s Visa Inc Position

Does First Manhattan Co. LLC. own Visa Inc (V)? Yes — 1.55M shares worth $468M (+1.30% of its 13F portfolio) as of Q1 2026, up from 1.30M shares the prior filed quarter.

Position Value
$468M
Q1 2026
Shares
1.55M
% of Portfolio
+1.30%
Quarters Held
30
currently held

Position History V

Reported value by quarter
Q4 ’18: $49MQ4 ’18Q1 ’19: $68MQ2 ’19: $76MQ3 ’19: $73MQ4 ’19: $79MQ4 ’19Q1 ’20: $144MQ2 ’20: $202MQ3 ’20: $217MQ4 ’20: $265MQ4 ’20Q1 ’21: $262MQ2 ’21: $288MQ3 ’21: $271MQ4 ’21: $258MQ4 ’21Q1 ’22: $176MQ2 ’22: $155MQ3 ’22: $140MQ4 ’22: $172MQ4 ’22Q1 ’23: $245MQ2 ’23: $277MQ3 ’23: $259MQ4 ’23: $287MQ4 ’23Q1 ’24: $307MQ2 ’24: $290MQ3 ’24: $343MQ4 ’24: $399MQ4 ’24Q1 ’25: $455MQ2 ’25: $461MQ3 ’25: $440MQ4 ’25: $456MQ4 ’25Q1 ’26: $468Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.55M$468M+1.30%
Q4 20251.30M$456M+1.20%
Q3 20251.29M$440M+1.16%
Q2 20251.30M$461M+1.30%
Q1 20251.30M$455M+1.33%
Q4 20241.25M$399M+1.17%
Q3 20241.25M$343M+1.02%
Q2 20241.10M$290M+0.93%
Q1 20241.10M$307M+1.00%
Q4 20231.10M$287M+1.00%
Q3 20231.13M$259M+0.96%
Q2 20231.17M$277M+1.01%
Q1 20231.09M$245M+0.94%
Q4 2022828.3K$172M+0.63%
Q3 2022788.7K$140M+0.59%
Q2 2022788.9K$155M+0.63%
Q1 2022794.3K$176M+0.58%
Q4 20211.19M$258M+0.85%
Q3 20211.22M$271M+1.00%
Q2 20211.23M$288M+1.05%
Q1 20211.24M$262M+1.13%
Q4 20201.21M$265M+1.27%
Q3 20201.09M$217M+1.12%
Q2 20201.04M$202M+1.17%
Q1 2020893.3K$144M+0.93%
Q4 2019420.3K$79M+0.40%
Q3 2019426.1K$73M+0.40%
Q2 2019435.2K$76M+0.42%
Q1 2019436.7K$68M+0.39%
Q4 2018368.2K$49M+0.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See First Manhattan Co. LLC.’s full portfolio or all institutional holders of V.