Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership1,309 shares
Latest Disclosed Value $ 395,633
Atwood & Palmer Inc reports 0.31% increase in ownership of V / Visa Inc.

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 1,309 shares of Visa Inc. (MX:V) valued at $395,633 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 1,305 shares of Visa Inc.. This represents a change in shares of 0.31% 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)
2026-04-15 2026-03-31 13F VISA COM 92826C839 1,309 4 0.31 396 -13.57 0.0223
2026-01-28 2025-12-31 13F VISA COM 92826C839 1,305 0 0.00 458 2.70 0.0260
2025-10-15 2025-09-30 13F VISA COM 92826C839 1,305 -77 -5.57 446 -9.18 0.0262
2025-07-08 2025-06-30 13F VISA COM 92826C839 1,382 0 0.00 491 1.24 0.0307
2025-04-15 2025-03-31 13F VISA COM 92826C839 1,382 762 122.90 484 148.21 0.0336
2025-01-16 2024-12-31 13F VISA COM 92826C839 620 13 2.14 196 17.47 0.0134
2024-10-07 2024-09-30 13F VISA COM 92826C839 607 3 0.50 167 5.06 0.0113
2024-07-10 2024-06-30 13F VISA COM 92826C839 604 -150 -19.89 159 -24.76 0.0120
2024-04-10 2024-03-31 13F VISA COM 92826C839 754 29 4.00 210 11.70 0.0160
2024-01-12 2023-12-31 13F VISA COM CL A 92826C839 725 0 0.00 189 13.25 0.0153
2023-10-20 2023-09-30 13F VISA COM 92826C839 725 0 0.00 167 -3.49 0.0146
2023-07-18 2023-06-30 13F VISA COM 92826C839 725 525 262.50 172 282.22 0.0154
2023-04-21 2023-03-31 13F VISA COM 92826C839 200 0 0.00 45 9.76 0.0042
2023-01-31 2022-12-31 13F VISA COM 92826C839 200 0 0.00 42 13.89 0.0038
2022-10-12 2022-09-30 13F VISA COM 92826C839 200 0 0.00 36 -7.69 0.0036
2022-07-21 2022-06-30 13F VISA COM 92826C839 200 -39 -16.32 39 -26.42 0.0038
2022-04-29 2022-03-31 13F VISA COM 92826C839 239 -353 -59.63 53 -58.59 0.0046
2022-01-24 2021-12-31 13F VISA COM 92826C839 592 0 0.00 128 -3.03 0.0107
2021-10-29 2021-09-30 13F/A-1 VISA COM 92826C839 592 85 16.77 132 10.92 0.0118
2021-10-19 2021-09-30 13F VISA COM 92826C839 592 85 132 0.0118
2021-07-26 2021-06-30 13F VISA COM 92826C839 507 39 8.33 119 20.20 0.0107
2021-04-26 2021-03-31 13F VISA COM 92826C839 468 0 0.00 99 -2.94 0.0095
2021-02-04 2020-12-31 13F VISA COM 92826C839 468 0 0.00 102 8.51 0.0110
2020-10-28 2020-09-30 13F VISA COM 92826C839 468 0 0.00 94 4.44 0.0118
2020-07-24 2020-06-30 13F VISA COM 92826C839 468 0 0.00 90 20.00 0.0122
2020-04-20 2020-03-31 13F VISA COM 92826C839 468 200 74.63 75 50.00 0.0118
2020-02-05 2019-12-31 13F VISA COM 92826C839 268 0 0.00 50 8.70 0.0064
2019-10-21 2019-09-30 13F VISA COM 92826C839 268 0 0.00 46 -2.13 0.0062
2019-07-17 2019-06-30 13F VISA COM 92826C839 268 -60 -18.29 47 -7.84 0.0063
2019-04-23 2019-03-31 13F VISA COM 92826C839 328 0 0.00 51 18.60 0.0072
2019-02-01 2018-12-31 13F VISA COM 92826C839 328 60 22.39 43 7.50 0.0068
2018-10-29 2018-09-30 13F VISA COM 92826C839 268 0 0.00 40 14.29 0.0052
2018-07-19 2018-06-30 13F VISA COM 92826C839 268 0 0.00 35 9.38 0.0048
2018-04-30 2018-03-31 13F VISA COM 92826C839 268 0 0.00 32 3.23 0.0046
2018-02-08 2017-12-31 13F VISA COM 92826C839 268 0 0.00 31 10.71 0.0043
2017-10-16 2017-09-30 13F VISA COM 92826C839 268 -160 -37.38 28 -30.00 0.0041
2017-08-08 2017-06-30 13F VISA COM CL A 92826C839 428 0 0.00 40 5.26 0.0063
2017-04-28 2017-03-31 13F VISA COM 92826C839 428 0 0.00 38 15.15 0.0061
2017-02-06 2016-12-31 13F VISA COM 92826C839 428 0 0.00 33 -5.71 0.0059
2016-11-08 2016-09-30 13F VISA COM 92826C839 428 0 0.00 35 9.38 0.0064
2016-07-21 2016-06-30 13F VISA COM 92826C839 428 0 0.00 32 -3.03 0.0058
2016-04-28 2016-03-31 13F VISA COM 92826C839 428 0 0.00 33 0.00 0.0059
2016-01-28 2015-12-31 13F VISA COM 92826C839 428 0 0.00 33 10.00 0.0063
2015-11-12 2015-09-30 13F VISA COM 92826C839 428 0 0.00 30 3.45 0.0059
2015-07-31 2015-06-30 13F VISA COM 92826C839 428 152 55.07 29 61.11 0.0052
2015-05-05 2015-03-31 13F VISA COM 92826C839 276 207 300.00 18 -5.26 0.0032
2015-02-17 2014-12-31 13F VISA COM 92826C839 69 0 0.00 19 26.67 0.0035
2014-12-02 2014-09-30 13F/A-1 VISA COM 92826C839 69 69 15 0.0028
2014-11-12 2014-09-30 13F VISA COM 92826C839 69 69 15 0.0027
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.