Jeremy Grantham's V Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 3.04 M shares of Visa Inc. (V) worth $917.64 M, representing 2.35% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in V, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2024, adding 1.16 M shares. Largest reduction occurred in Q4 2013, reducing 2.52 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Visa (V) Holding Value Over Time
Track share changes against reported price movement
Quarterly Visa (V) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +386,559 | Add 14.59% | 3.04 M | $302.24 |
| Q4 2025 | +209,569 | Add 8.59% | 2.65 M | $350.71 |
| Q3 2025 | +13,920 | Add 0.57% | 2.44 M | $341.38 |
| Q2 2025 | -548,761 | Reduce 18.45% | 2.43 M | $355.05 |
| Q1 2025 | +17,900 | Add 0.61% | 2.97 M | $350.46 |
| Q4 2024 | +35,709 | Add 1.22% | 2.96 M | $316.04 |
| Q3 2024 | +1.16 M | Add 66.06% | 2.92 M | $274.95 |
| Q2 2024 | +108,271 | Add 6.56% | 1.76 M | $262.47 |
| Q1 2024 | +262,312 | Add 18.89% | 1.65 M | $279.08 |
| Q4 2023 | +57,263 | Add 4.30% | 1.39 M | $260.35 |
| Q3 2023 | +86,886 | Add 6.98% | 1.33 M | $230.01 |
| Q2 2023 | +52,634 | Add 4.42% | 1.24 M | $237.48 |
| Q1 2023 | -63,041 | Reduce 5.02% | 1.19 M | $225.46 |
| Q4 2022 | +2,227 | Add 0.18% | 1.25 M | $207.76 |
| Q3 2022 | -4,406 | Reduce 0.35% | 1.25 M | $177.65 |
| Q2 2022 | +8,303 | Add 0.66% | 1.26 M | $196.89 |
| Q1 2022 | +5,718 | Add 0.46% | 1.25 M | $221.77 |
| Q4 2021 | +407,710 | Add 48.81% | 1.24 M | $216.71 |
| Q3 2021 | -5,591 | Reduce 0.66% | 835,300 | $222.75 |
| Q2 2021 | +40,713 | Add 5.09% | 840,891 | $233.82 |
| Q1 2021 | +7,123 | Add 0.90% | 800,178 | $211.73 |
| Q4 2020 | -43,493 | Reduce 5.20% | 793,055 | $218.73 |
| Q3 2020 | +57,406 | Add 7.37% | 836,548 | $199.97 |
| Q2 2020 | +3,425 | Add 0.44% | 779,142 | $193.17 |
| Q1 2020 | +11,234 | Add 1.47% | 775,717 | $161.12 |
| Q4 2019 | +247,123 | Add 47.77% | 764,483 | $187.90 |
| Q3 2019 | +12,900 | Add 2.56% | 517,360 | $172.01 |
| Q2 2019 | -27,700 | Reduce 5.21% | 504,460 | $173.55 |
| Q1 2019 | -40,800 | Reduce 7.12% | 532,160 | $156.19 |
| Q4 2018 | -357,501 | Reduce 38.42% | 572,960 | $131.94 |
| Q3 2018 | -2,400 | Reduce 0.26% | 930,461 | $150.09 |
| Q2 2018 | +924,884 | Add 11594.38% | 932,861 | $132.45 |
| Q1 2018 | +5,577 | Add 232.38% | 7,977 | $119.59 |
| Q3 2017 | +2,400 | New Buy | 2,400 | $105.42 |
| Q3 2014 | -5,640 | Sold Out | 0 | $0.00 |
| Q2 2014 | -689,900 | Reduce 99.19% | 5,640 | $52.66 |
| Q1 2014 | -298,132 | Reduce 30.00% | 695,540 | $53.97 |
| Q4 2013 | -2.52 M | Reduce 71.71% | 993,672 | $55.67 |
| Q3 2013 | -2.05 M | Reduce 36.85% | 3.51 M | $47.77 |
| Q2 2013 | +5.56 M | Add 0.00% | 5.56 M | $45.69 |
Jeremy Grantham's Visa Investment FAQs
Jeremy Grantham first purchased Visa Inc. (V) in Q2 2013, acquiring 5,560,980 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Visa Inc. (V) for 41 quarters since Q2 2013.
Jeremy Grantham's largest addition to Visa Inc. (V) was in Q2 2013, adding 5,560,980 shares worth $254.07 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 3,036,116 shares of Visa Inc. (V), valued at approximately $917.64 M.
As of the Q1 2026 filing, Visa Inc. (V) represents approximately 2.35% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Visa Inc. (V) was 5,560,980 shares, as reported at the end of Q2 2013.