AAPL vs V
Apple Inc. · Visa
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 12 tracked superinvestors, 1 hold both AAPL and V (8% of the combined holder base), led by David Rolfe (10.2% AAPL · 8.4% V). AAPL appears in 3 tracked portfolios; V in 10, so V is the more widely held of the two among tracked managers.
AAPL is a Technology holding while V sits in Financials — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, AAPL’s ConvictionScore reads −20 (slight selling) against V’s −14 (slight selling); V shows the stronger net-accumulation reading of the pair.
Among the 1 manager holding both, 1 size AAPL larger and 0 size V larger — a lean toward AAPL. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds AAPL only, who holds V only, and who holds both.
Of 1 shared manager, 1 weight AAPL heavier and 0 weight V heavier.
- Warren Buffett22.4%
- Joel Greenblatt3.8%
- David Rolfe10.2 / 8.4%
- Chuck Akre14.2%
- Dev Kantesaria12.8%
- Chris Hohn11.8%
- François Rochon9.8%
- Glenn Greenberg9.4%
- Polen Capital7.8%
- William von Mueffling6.1%
- Andreas Halvorsen5.8%
- +1 more
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
Frequently asked questions
Which has more hedge-fund owners: AAPL or V?
AAPL (Apple Inc.) is held by 3 tracked superinvestors; V (Visa) is held by 10. V has 7 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both AAPL and V?
1 tracked superinvestor holds both AAPL and V based on the latest SEC 13F filings. Largest dual-holder: David Rolfe (10.2% AAPL · 8.4% V). Full overlap table below.
What is the overlap between AAPL and V institutional ownership?
Across 12 unique tracked holders: 2 hold only AAPL (17%), 1 hold both (8%), 9 hold only V (75%). The full Venn split + per-manager position % is on this page.
Among managers holding both AAPL and V, which do they prefer?
Of 1 managers holding both, 1 weight AAPL higher and 0 weight V higher in their portfolios. AAPL is the preferred conviction position for the majority. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.