Senator Investment Group LP: VISA (V): Quarterly 13F Position History
As of Q1 2026, Senator Investment Group LP reported 255,000 shares of VISA (V), worth $77.1M and representing 3.5% of its 13F equity book. Quarter-over-quarter share count change: + 255,000 (re-initiated) . The position first appeared in Q4 2016 and has been disclosed across 38 13F-HR filings in Pactolio's tracked window.
- 255,000Shares Held (Latest Filing)
- $77.1MReported Market Value (Latest Filing)
- 3.5%Portfolio Weight (% of 13F Equity Book)
- +255,000Quarter-over-Quarter Share Change
- +$77.1MQuarter-over-Quarter Value Change
- 2,750,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 38 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 255,000 | +255,000 | — | $77.1M | 3.5% | $302.2 |
| Q4 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2025 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2024 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2023 | 0 | 170,000 | -100.0% | $0 | 0.0% | — |
| Q2 2023 | 170,000 | +170,000 | — | $40.4M | 1.8% | $237.5 |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 422,500 | -100.0% | $0 | 0.0% | — |
| Q1 2022 | 422,500 | +72,500 | +20.7% | $93.7M | 2.9% | $221.8 |
| Q4 2021 | 350,000 | 50,000 | -12.5% | $75.8M | 1.5% | $216.7 |
| Q3 2021 | 400,000 | 250,000 | -38.5% | $89.1M | 1.5% | $222.8 |
| Q2 2021 | 650,000 | +130,000 | +25.0% | $152.0M | 2.9% | $233.8 |
| Q1 2021 | 520,000 | 0 | — | $110.1M | 2.3% | $211.7 |
| Q4 2020 | 520,000 | +60,000 | +13.0% | $113.7M | 2.1% | $218.7 |
| Q3 2020 | 460,000 | +110,000 | +31.4% | $92.0M | 2.7% | $200.0 |
| Q2 2020 | 350,000 | 100,000 | -22.2% | $67.6M | 2.3% | $193.2 |
| Q1 2020 | 450,000 | 50,000 | -10.0% | $72.5M | 2.6% | $161.1 |
| Q4 2019 | 500,000 | 489,698 | -49.5% | $94.0M | 2.6% | $187.9 |
| Q3 2019 | 989,698 | 10,302 | -1.0% | $170.2M | 4.3% | $172.0 |
| Q2 2019 | 1,000,000 | 175,000 | -14.9% | $173.6M | 3.2% | $173.6 |
| Q1 2019 | 1,175,000 | 75,000 | -6.0% | $183.5M | 4.1% | $156.2 |
| Q4 2018 | 1,250,000 | +1,250,000 | — | $164.9M | 4.6% | $131.9 |
| Q3 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2018 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2017 | 0 | 1,900,000 | -100.0% | $0 | 0.0% | — |
| Q3 2017 | 1,900,000 | 0 | — | $200.0M | 2.7% | $105.2 |
| Q2 2017 | 1,900,000 | 350,000 | -15.6% | $178.2M | 2.0% | $93.8 |
| Q1 2017 | 2,250,000 | 500,000 | -18.2% | $200.0M | 2.5% | $88.9 |
| Q4 2016 | 2,750,000 | — | — | $214.6M | 3.3% | $78.0 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Senator Investment Group LP first disclose a V position in 13F-HR filings?
Senator Investment Group LP first reported VISA (V) on its 13F-HR filing for the period ending 2016-12-31 (Q4 2016). The position has appeared on 38 reported quarters within Pactolio's tracked window.
What was Senator Investment Group LP's most recent quarter-over-quarter share-count change in V?
Between Q4 2025 and Q1 2026, Senator Investment Group LP added 255,000 shares of V (re-initiated), bringing the total reported position to 255,000 shares at a market value of $77.1M.
Does the implied price-per-share represent Senator Investment Group LP's cost basis in V?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.