Public record / Tickers / V

V — VISA INC.

Both disclosure regimes on one name: who in Congress filed about V, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
261
all PTR rows naming V
Members · 12m
11
13 buys · 6 sells · by trade date
Latest PTR
08-14
filed 2026-08-14
13F holders
500
top-500 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Nancy Pelosi · $1.0M–$5.0M

Sale · traded 2022-11-08 → filed 2022-11-30. Ranked over every V row by the provable lower bound, never a point estimate.

11 members · 13 buys / 6 sells

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

66 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

64 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 64 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING V · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning V
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2026-08-14Richard McCormick R–GA-7SaleTraded 07-30 +15d$1K–$15K
2026-08-05Tommy Tuberville R–ALSale · JT (jointly owned)Traded 2024-05-03 LATE·824d$1K–$15Kamendment pending
2026-07-21Alan Armstrong R–OKPurchaseTraded 03-27 LATE·116d$15K–$50K
2026-07-06Ro Khanna D–CA-17Purchase · DC (dependent-child-owned)Traded 06-02 +34d$1K–$15K
2026-05-27Jonathan L. Jackson D–IL-1Sale · JT (jointly owned)Traded 04-24 +33d$50K–$100K
Traded → filed dates on every rowEach row shows the trade date and the filing date; the gap between them is the disclosure lag.all 261 ↗

Members active in V

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-09-14
Members disclosing V in the trailing 12 months
MemberRowsNetNet disclosed flow for this ticker: purchases minus sales, computed as a net range on the disclosed amounts. A lower bound is provable, never a point.CommitteesNumber of committees the member sat on as of their latest trade date in the window, from the cc0-legislators roster snapshot. Context, never an allegation; jurisdiction overlap needs the sector join.
David J. Taylor R–OH-26$6.0K to $90.0K2
Lisa C. McClain R–MI-93−$29.0K to $13.0K2
Richard McCormick R–GA-72−$14.0K to $14.0K3
Alan Armstrong R–OK1$15.0K to $50.0K2
Byron Donalds R–FL-191$1.0K to $15.0K2
John Boozman R–AR1$1.0K to $15.0K6
Jonathan L. Jackson D–IL-11−$100K to −$50.0K2
Josh Gottheimer D–NJ-51−$15.0K to −$1.0K2

11 members in the window; the 8 most active shown · counts of disclosures, not dollars.

Congress ↔ notable managers · V

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
2 Alan Armstrong R–OK, Ro Khanna D–CA-17 $16K–$65K
Sellers
2 Richard McCormick R–GA-7, Tommy Tuberville R–AL $2K–$30K

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

new + add vs trim + exit, by shares · $ = reported value now, not the change · VISA INC

Merged timeline of congressional filings and notable-manager moves on V
DateWhoChangeSize
2026-08-14Richard McCormick CongressSale$1K–$15K
2026-08-05Tommy Tuberville CongressSale$1K–$15K
2026-07-21Alan Armstrong CongressPurchase$15K–$50K
2026-07-06Ro Khanna CongressPurchase$1K–$15K
2026-05-15TCI Fund Management 13Fadd+2,743,900 sh
2026-05-15Viking Global Investors 13Fadd+2,343,980 sh
2026-05-15ValueAct Holdings 13Fadd+598,000 sh
2026-05-15Coatue Management 13Fnew+718,753 sh
2026-05-15Gotham Asset Management 13Fadd+41,641 sh
2026-05-15Lone Pine Capital 13Fadd+77,558 sh
2026-05-15Fundsmith 13Ftrim−430,594 sh
2026-05-15Moore Capital Management 13Ftrim−37,691 sh
2026-05-15Bridgewater Associates 13Ftrim−511,325 sh
2026-05-15Berkshire Hathaway 13Fexit−8,297,460 sh
2026-05-14Baupost Group 13Fnew+701,355 sh
2026-05-01Markel Group 13Fadd+5,046 sh

16 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

full holders view ↗
Top institutional holders of V for quarter 2026-03-31
#FilerValue ▾SecuritiesFlagsSrc
1BlackRock, Inc.$41.2B1
2VANGUARD CAPITAL MANAGEMENT LLC$32.3B1
3STATE STREET CORP$24.9B1
4MORGAN STANLEY$13.9B1
5FMR LLC$13.6B1
6GEODE CAPITAL MANAGEMENT, LLC$13.5B1
7VANGUARD PORTFOLIO MANAGEMENT LLC$11.4B1
8TCI Fund Management Ltd$9.2B1
9Capital World Investors$7.6B1
10Capital International Investors$7.2B1
11BANK OF AMERICA CORP /DE/$6.9B1
12ALLIANCEBERNSTEIN L.P.$6.4B1
13NORTHERN TRUST CORP$5.3B1
14GOLDMAN SACHS GROUP INC$4.9B1
15UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$4.2B1
16CHARLES SCHWAB INVESTMENT MANAGEMENT INC$4.1B1
17JPMORGAN CHASE & CO$4.1B1
18Legal & General Group Plc$3.8B1
19ROYAL BANK OF CANADA$3.8B1
20UBS Group AG$3.6B1
21Bank of New York Mellon Corp$3.6B1
22AMERIPRISE FINANCIAL INC$3.3B1
23WELLINGTON MANAGEMENT GROUP LLP$3.1B1
24VANGUARD FIDUCIARY TRUST CO$2.9B1
25Invesco Ltd.$2.9B1
26FRANKLIN RESOURCES INC$2.8B1
27DIMENSIONAL FUND ADVISORS LP$2.7B1
28DEUTSCHE BANK AG\$2.7B1
29BARCLAYS PLC$2.6B1
30WELLS FARGO & COMPANY/MN$2.5B1
31MASSACHUSETTS FINANCIAL SERVICES CO /MA/$2.3B1
32BROWN ADVISORY INC$2.3B1
33Fisher Asset Management, LLC$2.3B1
34Nuveen, LLC$2.2B1
35JENNISON ASSOCIATES LLC$2.1B1
36SCHRODER INVESTMENT MANAGEMENT GROUP$2.1B1
37HSBC HOLDINGS PLC$2.0B1
38Temasek Holdings (Private) Ltd$2.0B1
39Mitsubishi UFJ Asset Management Co., Ltd.$2.0B1
40Amundi$2.0B1
41Clearbridge Investments, LLC$2.0B1
42VIKING GLOBAL INVESTORS LP$1.9B1
43BANK OF MONTREAL /CAN/$1.9B1
44Ninety One UK Ltd$1.8B1
45Capital Research Global Investors$1.8B1
46RAYMOND JAMES FINANCIAL INC$1.7B1
47Swiss National Bank$1.5B1
48VICTORY CAPITAL MANAGEMENT INC$1.5B1
49Sanders Capital, LLC$1.5B1
50PRINCIPAL FINANCIAL GROUP INC$1.5B1
51Janus Henderson Group Ltd.$1.4B1
52ENVESTNET ASSET MANAGEMENT INC$1.3B1
53Egerton Capital (UK) LLP$1.2B1
54Sumitomo Mitsui Trust Group, Inc.$1.2B1
55PRIMECAP MANAGEMENT CO/CA/$1.2B1
56Vanguard Global Advisers, LLC$1.1B1
57National Pension Service$1.0B1
58STIFEL FINANCIAL CORP$991M1
59CIBC Bancorp USA Inc.$977M1
60CITIGROUP INC$962M1
61CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM$960M1
62TD ASSET MANAGEMENT INC$945M1
63Fundsmith LLP$938M1
64Grantham, Mayo, Van Otterloo & Co. LLC$918M1
65Soroban Capital Partners LP$895M1
66EDGEWOOD MANAGEMENT LLC$886M1
67LPL Financial LLC$885M1
68VANGUARD ASSET MANAGEMENT, Ltd$882M1
691832 Asset Management L.P.$855M1
70Swedbank AB$840M1
71SANDS CAPITAL MANAGEMENT, LLC$837M1
72POLEN CAPITAL MANAGEMENT LLC$739M1
73NORDEA INVESTMENT MANAGEMENT AB$732M1
74LAZARD ASSET MANAGEMENT LLC$730M1
75WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST$725M1
76Capital Wealth Planning, LLC$708M1
77ValueAct Holdings, L.P.$700M1
78D. E. Shaw & Co., Inc.$692M1
79Bank Julius Baer & Co. Ltd, Zurich$690M1
80ROYAL LONDON ASSET MANAGEMENT LTD$677M1
81Holocene Advisors, LP$656M1
82BNP Paribas Asset Management Holding S.A.$653M1
83AVIVA PLC$646M1
84Universal- Beteiligungs- und Servicegesellschaft mbH$643M1
85WCM INVESTMENT MANAGEMENT, LLC$619M1
86Pictet Asset Management Holding SA$618M1
87DnB Asset Management AS$603M1
88Focus Partners Wealth$587M1
89Mawer Investment Management Ltd.$585M1
90Russell Investments Group, Ltd.$582M1
91MANUFACTURERS LIFE INSURANCE COMPANY, THE$573M1
92Boston Partners$572M1
93FIRST TRUST ADVISORS LP$565M1
94SEI INVESTMENTS CO$558M1
95BLAIR WILLIAM & CO/IL$558M1
96STOREBRAND ASSET MANAGEMENT AS$535M1
97DANSKE BANK A/S$529M1
98Sustainable Growth Advisers, LP$529M1
99CANTILLON CAPITAL MANAGEMENT LLC$519M1
100Corient Private Wealth LLC$512M1
101Qube Research & Technologies Ltd$501M1
102AKRE CAPITAL MANAGEMENT LLC$495M1
103Troy Asset Management Ltd$493M1
104Aberdeen Group plc$490M1
105NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$481M1
106Robeco Institutional Asset Management B.V.$479M1
107TRUIST FINANCIAL CORP$474M1
108SCOTIA CAPITAL INC.$469M1
109FIRST MANHATTAN CO. LLC.$468M1
110London & Capital Asset Management Ltd$468M1
111GENERATION INVESTMENT MANAGEMENT LLP$458M1
112MACKENZIE FINANCIAL CORP$455M1
113ADAGE CAPITAL PARTNERS GP, L.L.C.$450M1
114STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM$447M1
115ALKEON CAPITAL MANAGEMENT LLC$444M1
116AMF Tjanstepension AB$430M1
117HighTower Advisors, LLC$418M1
118VOYA INVESTMENT MANAGEMENT LLC$417M1
119Chevy Chase Trust Holdings, LLC$417M1
120Winslow Capital Management, LLC$410M1
121Rockefeller Capital Management L.P.$410M1
122Life Cycle Investment Partners Ltd$408M1
123AQR CAPITAL MANAGEMENT LLC$398M1
124MARSHFIELD ASSOCIATES$379M1
125DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$379M1
126Zurcher Kantonalbank (Zurich Cantonalbank)$378M1
127PROVIDENT TRUST CO$357M1
128Eurizon Capital SGR S.p.A.$355M1
129Local Pensions Partnership Investment Ltd$352M1
130TD Waterhouse Canada Inc.$351M1
131STATE FARM MUTUAL AUTOMOBILE INSURANCE CO$350M1
132Cerity Partners LLC$347M1
133Korea Investment CORP$345M1
134Baird Financial Group, Inc.$335M1
135PRUDENTIAL FINANCIAL INC$331M1
136APG Asset Management N.V.$321M1
137Mariner, LLC$320M1
138Allianz Asset Management GmbH$315M1
139Longview Partners (Guernsey) LTD$313M1
140FUNDSMITH INVESTMENT SERVICES LTD.$310M1
141Unisphere Establishment$310M1
142MARKEL GROUP INC.$304M1
143NATIONAL BANK OF CANADA /FI/$298M1
144PFA Pension, Forsikringsaktieselskab$296M1
145USS Investment Management Ltd$291M1
146COMGEST GLOBAL INVESTORS S.A.S.$290M1
147Skye Global Management LP$287M1
148KENSICO CAPITAL MANAGEMENT CORP$287M1
149CIBC WORLD MARKET INC.$286M1
150FIFTH THIRD BANCORP$283M1
151Artisan Partners Limited Partnership$279M1
152CANADA PENSION PLAN INVESTMENT BOARD$278M1
153PUBLIC SECTOR PENSION INVESTMENT BOARD$276M1
154Asset Management One Co., Ltd.$275M1
155STATE OF WISCONSIN INVESTMENT BOARD$275M1
156US BANCORP \DE\$275M1
157KING LUTHER CAPITAL MANAGEMENT CORP$273M1
158Compagnie Lombard Odier SCmA$273M1
159FIL Ltd$269M1
160Quantinno Capital Management LP$269M1
161Squarepoint Ops LLC$267M1
162M&G Plc$264M1
163FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND$262M1
164B. Metzler seel. Sohn & Co. AG$261M1
165AMERICAN CENTURY COMPANIES INC$260M1
166Connor, Clark & Lunn Investment Management Ltd.$257M1
167ABN AMRO Bank N.V.$255M1
168MAIRS & POWER INC$254M1
169FARALLON CAPITAL MANAGEMENT, L.L.C.$254M1
170Vanguard Investments Australia, Ltd.$254M1
171Allspring Global Investments Holdings, LLC$253M1
172Cetera Investment Advisers$252M1
173Creative Planning$245M1
174Quilter Plc$244M1
175MAVERICK CAPITAL LTD$244M1
176NOMURA ASSET MANAGEMENT CO LTD$238M1
177LBP AM SA$236M1
178Foxhaven Asset Management, LP$231M1
179KLP KAPITALFORVALTNING AS$231M1
180Select Equity Group, L.P.$231M1
181Calamos Advisors LLC$230M1
182Point72 Asset Management, L.P.$229M1
183NewEdge Advisors, LLC$229M1
184Lansforsakringar Fondforvaltning AB (publ)$227M1
185Palestra Capital Management LLC$227M1
186Consulta Ltd$227M1
187UniSuper Management Pty Ltd$223M1
188Retirement Systems of Alabama$222M1
189Resona Asset Management Co.,Ltd.$220M1
190PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO$218M1
191WELCH & FORBES LLC$217M1
192COATUE MANAGEMENT LLC$217M1
193HARRIS ASSOCIATES L P$217M1
194JUPITER ASSET MANAGEMENT LTD$213M1
195COMMERCE BANK$210M1
196OSAIC HOLDINGS, INC.$208M1
197RENAISSANCE TECHNOLOGIES LLC$205M1
198TORONTO DOMINION BANK$204M1
199Magellan Asset Management Ltd$201M1
200Swiss Life Asset Management Ltd$199M1
201VOLORIDGE INVESTMENT MANAGEMENT, LLC$195M1
202CITADEL ADVISORS LLC$194M1
203MANNING & NAPIER ADVISORS LLC$193M1
204COMMONWEALTH EQUITY SERVICES, LLC$191M1
205Federation des caisses Desjardins du Quebec$190M1
206Man Group plc$188M1
207Bank Pictet & Cie (Europe) AG$187M1
208SEB Asset Management AB$181M1
209LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA$181M1
210Valley Forge Capital Management, LP$181M1
211Avantyr Capital Partners, LP$178M1
212BLS CAPITAL FONDSMAEGLERSELSKAB A/S$178M1
213Candriam S.C.A.$176M1
214NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$175M1
215State of New Jersey Common Pension Fund D$175M1
216CIBC Asset Management Inc$174M1
217BALYASNY ASSET MANAGEMENT L.P.$172M1
218Vontobel Holding Ltd.$171M1
219CONGRESS ASSET MANAGEMENT CO$170M1
220Railway Pension Investments Ltd$169M1
221TEACHER RETIREMENT SYSTEM OF TEXAS$169M1
222Erste Asset Management GmbH$164M1
223LOCUST WOOD CAPITAL ADVISERS, LLC$163M1
224Tredje AP-fonden$163M1
225HUNTINGTON NATIONAL BANK$162M1
226FEDERATED HERMES, INC.$162M1
227CI INVESTMENTS INC.$161M1
228Steward Partners Investment Advisory, LLC$161M1
229Capital International, Inc./CA/$161M1
230WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$159M1
231CREDIT AGRICOLE S A$158M1
232Union Bancaire Privee, UBP SA$156M1
233Mirae Asset Global Investments Co., Ltd.$154M1
234MILLENNIUM MANAGEMENT LLC$151M1
235Hengistbury Investment Partners LLP$150M1
236MFF Capital Investments Ltd$150M1
237AGF MANAGEMENT LTD$149M1
238Sumitomo Mitsui DS Asset Management Company, Ltd$149M1
239WORLDQUANT MILLENNIUM ADVISORS LLC$148M1
240DAVENPORT & Co LLC$146M1
241Banque Transatlantique SA$145M1
242XPONANCE LLC$145M1
243ProShare Advisors LLC$145M1
244O'SHAUGHNESSY ASSET MANAGEMENT, LLC$144M1
245Boston Trust Walden Corp$144M1
246NISA INVESTMENT ADVISORS, LLC$143M1
247Stonehage Fleming Financial Services Holdings Ltd$142M1
248STATE OF MICHIGAN RETIREMENT SYSTEM$141M1
249Arizona State Retirement System$140M1
250Czech National Bank$138M1
251WESTFIELD CAPITAL MANAGEMENT CO LP$138M1
252DSM CAPITAL PARTNERS LLC$138M1
253James Hambro & Partners LLP$137M1
254WHITTIER TRUST CO$137M1
255MEITAV INVESTMENT HOUSE LTD$136M1
256Ninety One North America, Inc.$135M1
257JOHNSON INVESTMENT COUNSEL INC$134M1
258CAISSE DE DEPOT ET PLACEMENT DU QUEBEC$132M1
259Vident Advisory, LLC$129M1
260MML INVESTORS SERVICES, LLC$127M1
261Fiera Capital Corp$125M1
262Rafferty Asset Management, LLC$124M1
263Groupe la Francaise$122M1
264&PARTNERS$121M1
265Tidal Investments LLC$121M1
266Chicago Capital, LLC$121M1
267Giverny Capital Inc.$120M1
268Cryder Capital Partners LLP$120M1
269GATEWAY INVESTMENT ADVISERS LLC$119M1
270Daiwa Securities Group Inc.$119M1
271COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS$118M1
272Madison Asset Management, LLC$118M1
273Epoch Investment Partners, Inc.$118M1
274Dixon Mitchell Investment Counsel Inc.$116M1
275FERNBRIDGE CAPITAL MANAGEMENT LP$115M1
276NISSAY ASSET MANAGEMENT CORP /JAPAN$114M1
277MAI Capital Management$114M1
278LGT Group Foundation$112M1
279TWO SIGMA INVESTMENTS, LP$112M1
280Metropolis Capital Ltd$111M1
281BANQUE PICTET & CIE SA$111M1
282SCHARF INVESTMENTS, LLC$111M1
283SUMMITRY LLC$110M1
284Zurich Insurance Group Ltd/FI$110M1
285BANK OF NOVA SCOTIA$109M1
286D.A. DAVIDSON & CO.$109M1
287North Reef Capital Management LP$109M1
288BANCO BILBAO VIZCAYA ARGENTARIA, S.A.$108M1
289FACTORY MUTUAL INSURANCE CO$108M1
290FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$108M1
291Evelyn Partners Investment Management LLP$106M1
292CRAWFORD INVESTMENT COUNSEL INC$106M1
293Bowie Capital Management, LLC$105M1
294IFM Investors Pty Ltd$104M1
295Stockbridge Partners LLC$102M1
296Alfreton Capital LLP$102M1
297ASR Vermogensbeheer N.V.$101M1
298Hudson Way Capital Management LLC$101M1
299HARDING LOEVNER LP$100M1
300L1 Capital International Pty Ltd$99.8M1
301Woodline Partners LP$99.6M1
302MERCER GLOBAL ADVISORS INC /ADV$99.6M1
303PANAGORA ASSET MANAGEMENT INC$98.7M1
304Mirova US LLC$98.5M1
305GLENMEDE TRUST CO NA$97.9M1
306JANE STREET GROUP, LLC$97.6M1
307EP Wealth Advisors, LLC$97.1M1
308Sanctuary Advisors, LLC$96.8M1
309Davis Asset Management, L.P.$96.7M1
310SUSQUEHANNA INTERNATIONAL GROUP, LLP$96.6M1
311PARNASSUS INVESTMENTS, LLC$96.3M1
312Beacon Pointe Advisors, LLC$95.5M1
313EASTERN BANK$94.7M1
314Cornerstone Investment Partners, LLC$94.6M1
315GCQ FUNDS MANAGEMENT PTY Ltd$92.9M1
316Pinnacle Financial Partners, Inc.$92.2M1
317AE Wealth Management LLC$91.3M1
318WATERS PARKERSON & CO., LLC$90.9M1
319DAVIS R M INC$90.4M1
320ASSETMARK, INC$90.4M1
321OPPENHEIMER ASSET MANAGEMENT INC.$90.0M1
322Aviso Financial Inc.$89.9M1
323Aware Super Pty Ltd as trustee of Aware Super$88.5M1
324Varma Mutual Pension Insurance Co$88.1M1
325Pathstone Holdings, LLC$87.8M1
326SurgoCap Partners LP$87.2M1
327Vanguard Personalized Indexing Management, LLC$86.7M1
328BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp$86.3M1
329FLPUTNAM INVESTMENT MANAGEMENT CO$86.2M1
330COUNTRY TRUST BANK$85.3M1
331QRG CAPITAL MANAGEMENT, INC.$84.7M1
332UNITED CAPITAL FINANCIAL ADVISORS, LLC$84.6M1
333M&T BANK CORP$83.2M1
334Utah Retirement Systems$82.7M1
335GUGGENHEIM CAPITAL LLC$81.9M1
336Silvant Capital Management LLC$81.9M1
337CWM, LLC$81.5M1
338BLI - Banque de Luxembourg Investments$81.4M1
339United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund$81.2M1
340LONDON CO OF VIRGINIA$80.9M1
341Sequoia Financial Advisors, LLC$80.3M1
342WEITZ INVESTMENT MANAGEMENT, INC.$80.2M1
343Capital International Sarl$80.0M1
344Norinchukin Bank, The$78.4M1
345HOMESTEAD ADVISERS CORP$77.5M1
346Midwest Trust Co$77.4M1
347Kestra Advisory Services, LLC$76.8M1
348Raiffeisen Bank International AG$76.5M1
349Lido Advisors, LLC$76.1M1
350NEW YORK LIFE INVESTMENT MANAGEMENT LLC$75.6M1
351NEOS Investment Management LLC$74.8M1
352Rakuten Investment Management, Inc.$74.8M1
353Vinva Investment Management Ltd$74.7M1
354Anomaly Capital Management, LP$74.1M1
355Curi Capital, LLC$73.9M1
356Provident Investment Management, Inc.$72.4M1
357Bronte Capital Management Pty Ltd.$72.3M1
358Banco Santander, S.A.$72.2M1
359ABN AMRO INVESTMENT SOLUTIONS$71.9M1
360NewEdge Wealth, LLC$71.1M1
361PRUDENTIAL PLC$70.8M1
362Annex Advisory Services, LLC$70.6M1
363Gladstone Capital Management LLP$68.9M1
364Aptus Capital Advisors, LLC$68.8M1
365MACQUARIE GROUP LTD$68.8M1
366Andra AP-fonden$68.6M1
367Quintet Private Bank (Europe) S.A.$68.5M1
368Bristol Gate Capital Partners Inc.$68.3M1
369Nan Shan Life Insurance Co., Ltd.$68.3M1
370Sather Financial Group Inc$67.7M1
371Two Creeks Capital Management, LP$66.7M1
372KEYBANK NATIONAL ASSOCIATION/OH$66.4M1
373IEQ CAPITAL, LLC$65.8M1
374Hyperion Asset Management Ltd$64.9M1
375WHITTIER TRUST CO OF NEVADA INC$64.5M1
376Crossmark Global Holdings, Inc.$64.2M1
377RWA WEALTH PARTNERS, LLC$63.8M1
378Senator Investment Group LP$63.5M1
379BOWEN HANES & CO INC$63.3M1
380STOCK YARDS BANK & TRUST CO$63.1M1
381OP Asset Management Ltd$62.2M1
382BCV Asset Management Inc.$61.8M1
383Vest Financial, LLC$61.3M1
384Badgley Phelps Wealth Managers, LLC$60.6M1
385SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC$60.4M1
386KESTRA PRIVATE WEALTH SERVICES, LLC$59.9M1
387Empowered Funds, LLC$59.8M1
388ZWJ INVESTMENT COUNSEL INC$59.8M1
389Cresset Asset Management, LLC$59.7M1
390MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.$59.5M1
391Private Advisor Group, LLC$59.1M1
392Wealthfront Advisers LLC$59.0M1
393Mill Capital Management, LLC$58.8M1
394HB Wealth Management, LLC$58.7M1
395GFI Investment Counsel Ltd.$58.7M1
396SCOPUS ASSET MANAGEMENT, L.P.$58.6M1
397Dundas Partners LLP$58.6M1
398OREGON PUBLIC EMPLOYEES RETIREMENT FUND$58.2M1
399Advisors Asset Management, Inc.$58.1M1
400MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC$57.8M1
401LGT Fund Management Co Ltd.$57.7M1
402HM PAYSON & CO$57.7M1
403NOMURA HOLDINGS INC$56.7M1
404AIA Group Ltd$56.7M1
405MOGY JOEL R INVESTMENT COUNSEL INC$55.9M1
406Destination Wealth Management$55.8M1
407CAISSE DES DEPOTS ET CONSIGNATIONS$55.8M1
408Carnegie Investment Counsel$55.5M1
409LOS ANGELES CAPITAL MANAGEMENT LLC$55.0M1
410HOWLAND CAPITAL MANAGEMENT LLC$54.5M1
411COMPASS CAPITAL MANAGEMENT, INC$54.5M1
412BAMCO INC /NY/$54.4M1
413Investment Management Corp of Ontario$54.0M1
414OPPENHEIMER & CO INC$53.9M1
415Elo Mutual Pension Insurance Co$53.7M1
416Avalon Trust Co$53.4M1
417PINNACLE ASSOCIATES LTD$53.3M1
418MARSICO CAPITAL MANAGEMENT LLC$51.1M1
419HughesLittle Investment Management Ltd.$50.5M1
420CORTLAND ASSOCIATES INC/MO$49.6M1
421Blackstone Inc.$49.5M1
422Illinois Municipal Retirement Fund$49.2M1
423OAK ASSOCIATES LTD /OH/$48.2M1
424ROCKLAND TRUST CO$47.8M1
425Saratoga Research & Investment Management$47.3M1
426Aristotle Atlantic Partners, LLC$47.2M1
427SouthState Bank Corp$47.1M1
428SMITH CHAS P & ASSOCIATES PA CPAS$46.8M1
429CASTLEARK MANAGEMENT LLC$46.5M1
430Marathon Asset Management Ltd$46.3M1
431Wilkinson Global Asset Management LLC$46.3M1
432BAILARD, INC.$46.2M1
433NS Partners Ltd$46.0M1
434TOKIO MARINE ASSET MANAGEMENT CO LTD$45.9M1
435Rokos Capital Management LLP$45.9M1
436KCM INVESTMENT ADVISORS LLC$45.8M1
437Guinness Asset Management LTD$45.4M1
438UMB Bank, n.a.$45.4M1
439WESTWOOD HOLDINGS GROUP INC$45.4M1
440Venator Management LLC$45.1M1
441EDMOND DE ROTHSCHILD HOLDING S.A.$45.0M1
442DOCK STREET ASSET MANAGEMENT INC$45.0M1
443Ironvine Capital Partners, LLC$44.6M1
444Atria Investments, Inc$44.4M1
445CAPITAL ADVISORS INC/OK$44.3M1
446Allworth Financial LP$44.2M1
447Gotham Asset Management, LLC$44.2M1
448Waverly Advisors, LLC$43.9M1
449Generali Asset Management SPA SGR$43.9M1
450OSTERWEIS CAPITAL MANAGEMENT INC$43.5M1
451NORTH STAR ASSET MANAGEMENT INC$43.3M1
452RIVERBRIDGE PARTNERS LLC$42.8M1
453Suncoast Equity Management$42.8M1
454FIDUCIARY TRUST CO$42.3M1
455Sterling Capital Management LLC$42.2M1
456Northwest & Ethical Investments L.P.$42.0M1
457Private Wealth Partners, LLC$41.8M1
458Avanza Fonder AB$40.9M1
459Covea Finance$40.8M1
460Maytus Capital Management, LLC$40.6M1
461REGIONS FINANCIAL CORP$40.4M1
462Callan Family Office, LLC$40.0M1
463Dana Investment Advisors, Inc.$39.9M1
464Banque Cantonale Vaudoise$39.8M1
465AVITY INVESTMENT MANAGEMENT INC.$39.8M1
466Cornerstone Capital, Inc.$39.7M1
467Blue Grotto Capital, LLC$39.5M1
468DNCA FINANCE$39.4M1
469Dakota Wealth Management$39.2M1
470Voleon Capital Management LP$38.9M1
471Jain Global LLC$38.8M1
472Modera Wealth Management, LLC$38.7M1
473HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND$38.7M1
474HANCOCK WHITNEY CORP$38.7M1
475Mitsubishi UFJ Trust & Banking Corp$38.6M1
476Equitable Holdings, Inc.$38.4M1
477ABSHER WEALTH MANAGEMENT, LLC$38.3M1
478CIDEL ASSET MANAGEMENT INC$38.2M1
479Envestnet Portfolio Solutions, Inc.$38.1M1
480Gradient Investments LLC$37.9M1
481Polar Capital Holdings Plc$37.7M1
482Coronation Fund Managers Ltd.$37.7M1
483Orion Porfolio Solutions, LLC$37.4M1
484Nippon Life Global Investors Americas, Inc.$37.4M1
485Perigon Wealth Management, LLC$37.2M1
486CAPITAL INTERNATIONAL LTD /CA/$37.0M1
487Chesley Taft & Associates LLC$37.0M1
488STEPHENS INC /AR/$37.0M1
489First American Bank$36.7M1
490BENJAMIN EDWARDS INC$36.6M1
491Trajan Wealth LLC$36.6M1
492Smith Salley Wealth Management$36.5M1
493OSTRUM ASSET MANAGEMENT$36.4M1
494CHILTON CAPITAL MANAGEMENT LLC$36.3M1
495Engineers Gate Manager LP$35.8M1
496World Investment Advisors$35.8M1
497Cander Asset Management LP$35.7M1
498COMMUNITY TRUST & INVESTMENT CO$35.5M1
499Port Capital LLC$35.3M1
500ALPS ADVISORS INC$35.2M1
Truncated by Public Filings. The published aggregate ranks the top 500 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)13 buy / 6 sell
Congress net ($ bound)−$148K to $175K
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on V

RETAINED WINDOW · ACTIVE HITS
Signal hits naming V
KindRuleHits
FIRST FILINGfirst disclosure of this ticker by this member within the corpus — era-scoped: coverage begins 2014-01-03, so an earlier first disclosure cannot be seen and is not claimed against2 hits

Every rule, with its definition →

Planned modules for V · financials and macro

Financials — as filed PLANNED

V's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: V on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing