Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionAppleton Partners Inc/ma
Latest Disclosed Ownership80,277 shares
Latest Disclosed Value $ 24,263
Appleton Partners Inc/ma reports 0.00% increase in ownership of V / Visa Inc.

On April 28, 2026 - Appleton Partners Inc/ma filed a 13F-HR form disclosing ownership of 80,277 shares of Visa Inc. (MX:V) valued at $24,263 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 80,275 shares of Visa Inc.. This represents a change in shares of 0.00% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-28 2026-03-31 13F VISA INC COM CL A CS 92826C839 80,277 2 0.00 24 -14.29 1.6925
2026-01-09 2025-12-31 13F VISA INC COM CL A CS 92826C839 80,275 209 0.26 28 3.70 1.8546
2025-11-05 2025-09-30 13F VISA CS 92826C839 80,066 -4,444 -5.26 27 -10.00 1.8344
2025-07-22 2025-06-30 13F VISA CS 92826C839 84,510 -2,459 -2.83 30 0.00 2.1232
2025-04-22 2025-03-31 13F VISA CS 92826C839 86,969 -2,402 -2.69 30 7.14 2.3554
2025-01-28 2024-12-31 13F VISA CS 92826C839 89,371 -5,786 -6.08 28 7.69 2.0877
2024-10-01 2024-09-30 13F VISA CS 92826C839 95,157 -1,697 -1.75 26 4.00 1.9249
2024-07-02 2024-06-30 13F VISA CS 92826C839 96,854 -1,250 -1.27 25 -7.41 1.9581
2024-04-01 2024-03-31 13F VISA CS 92826C839 98,104 -7,290 -6.92 27 0.00 2.1250
2024-01-02 2023-12-31 13F VISA CS 92826C839 105,394 -3,421 -3.14 27 8.00 2.2127
2023-10-03 2023-09-30 13F VISA CS 92826C839 108,815 -3,907 -3.47 25 -3.85 2.2246
2023-07-10 2023-06-30 13F VISA CS 92826C839 112,722 -1,850 -1.61 27 4.00 2.2601
2023-04-10 2023-03-31 13F VISA CS 92826C839 114,572 -574 -0.50 26 8.70 2.2976
2023-01-19 2022-12-31 13F VISA CS 92826C839 115,146 531 0.46 24 -99.89 2.2662
2022-10-27 2022-09-30 13F VISA CS 92826C839 114,615 -2,009 -1.72 20,361 -11.33 2.0368
2022-07-08 2022-06-30 13F VISA CS 92826C839 116,624 144 0.12 22,962 -11.11 2.1714
2022-04-05 2022-03-31 13F VISA CS 92826C839 116,480 -1,629 -1.38 25,832 0.93 2.1118
2022-02-03 2021-12-31 13F VISA CS 92826C839 118,109 -2,440 -2.02 25,595 -4.68 1.9267
2021-10-14 2021-09-30 13F VISA CS 92826C839 120,549 -326 -0.27 26,852 -4.99 2.2360
2021-07-07 2021-06-30 13F VISA CS 92826C839 120,875 -2,068 -1.68 28,263 8.57 2.4069
2021-04-19 2021-03-31 13F VISA INC COM CL A CS 92826C839 122,943 -356 -0.29 26,031 -3.48 2.4197
2021-01-19 2020-12-31 13F VISA INC COM CL A CS 92826C839 123,299 -528 -0.43 26,969 8.91 2.6552
2020-10-14 2020-09-30 13F VISA INC COM CL A COM 92826C839 123,827 -2,190 -1.74 24,762 1.72 2.7343
2020-08-14 2020-06-30 13F VISA INC COM CL A COM 92826C839 126,017 -4,127 -3.17 24,343 16.09 2.9150
2020-05-04 2020-03-31 13F VISA INC COM CL A COM 92826C839 130,144 -5,345 -3.94 20,969 -17.63 2.9056
2020-01-13 2019-12-31 13F VISA INC COM CL A COM 92826C839 135,489 -525 -0.39 25,458 8.81 2.7965
2019-11-04 2019-09-30 13F VISA INC COM CL A COM 92826C839 136,014 142 0.10 23,396 -0.78 2.8245
2019-07-25 2019-06-30 13F VISA INC COM CL A COM 92826C839 135,872 -1,965 -1.43 23,581 9.53 2.9145
2019-04-17 2019-03-31 13F VISA INC COM CL A COM 92826C839 137,837 -1,907 -1.36 21,529 16.76 2.8536
2019-01-17 2018-12-31 13F VISA INC COM CL A COM 92826C839 139,744 -1,390 -0.98 18,438 -12.96 2.7608
2018-10-09 2018-09-30 13F VISA INC COM CL A COM 92826C839 141,134 -2,071 -1.45 21,183 11.68 2.8204
2018-08-08 2018-06-30 13F VISA INC COM CL A COM 92826C839 143,205 127 0.09 18,968 10.83 2.7158
2018-04-11 2018-03-31 13F VISA INC COM CL A COM 92826C839 143,078 -283 -0.20 17,115 4.70 2.5970
2018-01-12 2017-12-31 13F VISA INC COM CL A COM 92826C839 143,361 -567 -0.39 16,346 7.92 2.5353
2017-10-12 2017-09-30 13F VISA INC COM CL A COM 92826C839 143,928 -2,201 -1.51 15,147 10.53 2.5518
2017-07-11 2017-06-30 13F VISA INC COM CL A COM 92826C839 146,129 -2,461 -1.66 13,704 3.78 2.3033
2017-05-01 2017-03-31 13F VISA INC COM CL A COM 92826C839 148,590 -14,569 -8.93 13,205 3.73 2.4296
2017-02-13 2016-12-31 13F VISA INC COM CL A COM 92826C839 163,159 -10,435 -6.01 12,730 -11.33 2.5728
2016-11-03 2016-09-30 13F VISA INC COM CL A COM 92826C839 173,594 -7,721 -4.26 14,356 6.75 2.7046
2016-08-03 2016-06-30 13F VISA INC COM CL A COM 92826C839 181,315 -5,100 -2.74 13,448 -5.67 2.7487
2016-04-21 2016-03-31 13F VISA INC COM CL A COM 92826C839 186,415 -1,464 -0.78 14,257 -2.15 2.8176
2016-01-22 2015-12-31 13F VISA INC COM CL A COM 92826C839 187,879 2,026 1.09 14,570 12.54 2.8736
2015-10-15 2015-09-30 13F VISA INC COM CL A COM 92826C839 185,853 -1,413 -0.75 12,947 2.96 2.9433
2015-07-15 2015-06-30 13F VISA INC COM CL A COM 92826C839 187,266 -7,470 -3.84 12,575 -1.28 2.8166
2015-04-30 2015-03-31 13F VISA INC COM CL A COM 92826C839 194,736 194,736 0.00 12,738 2.8728
2015-02-04 2014-12-31 13F VISA INC COM CL A COM 92826C839 0 -51,739 -100.00 0 -100.00
2014-11-06 2014-09-30 13F VISA INC COM CL A COM 92826C839 51,739 -137 -0.26 11,040 1.00 2.5777
2014-07-23 2014-06-30 13F VISA INC COM CL A COM 92826C839 51,876 -924 -1.75 10,931 -4.09 2.5559
2014-04-30 2014-03-31 13F VISA INC COM CL A COM 92826C839 52,800 -4,211 -7.39 11,397 -10.22 2.6968
2014-02-13 2013-12-31 13F VISA INC COM CL A COMMON STOCK 92826C839 57,011 -63 -0.11 12,695 16.39 3.0437
2013-10-22 2013-09-30 13F VISA COMMON STOCK 92826C839 57,074 -5,532 -8.84 10,907 -99.90 2.9237
2013-08-13 2013-06-30 13F VISA COMMON STOCK 92826C839 62,606 62,606 11,441,246 3.2987
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.