Position in V
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$15,091,499
+$1,685,342 QoQ
Shares Held
43,987
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#1,027
of 4,491 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in V Over Time
Shares Held
Position Value (USD)
Position in Credit Services
Financial Services · as of Jun 30, 2026HERITAGE INVESTORS MANAGEMENT CORP holds $197,774,297 across 7 Credit Services names. V ranks #5 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MA |
Mastercard Inc
|
129,425 | $66,472,680 | |
| 2 | AXP |
American Express Co
|
152,142 | $51,462,031 | |
| 3 | SYF |
Synchrony Financial
|
390,079 | $29,665,507 | |
| 4 | COF |
Capital One Financial Corp
|
147,609 | $29,613,317 | |
| 5 | V |
Visa Inc.
This page
|
43,987 | $15,091,499 | |
| 6 | SLM |
SLM Corp
|
109,285 | $2,834,852 | |
| 7 | PYPL |
PayPal Holdings, Inc.
|
61,010 | $2,634,411 |
All Filings in V
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,091,499 | 43,987 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $13,406,157 | 44,356 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $15,453,685 | 44,064 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $14,025,938 | 41,086 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $14,426,036 | 40,631 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $14,661,143 | 41,834 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $13,588,455 | 42,996 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $11,649,631 | 42,370 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $10,787,254 | 41,099 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $11,463,769 | 41,077 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $10,912,570 | 41,915 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $9,812,226 | 42,660 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $10,279,084 | 43,284 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $9,881,911 | 43,830 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $9,323,230 | 44,875 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,806,296 | 43,942 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $8,708,641 | 44,231 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $9,713,969 | 43,802 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $9,516,169 | 43,912 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $9,621,909 | 43,196 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $9,666,820 | 41,343 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $8,743,602 | 41,296 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $8,707,641 | 39,810 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $7,139,528 | 35,703 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $6,595,596 | 34,144 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $5,335,972 | 33,118 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||