Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership27,737 shares
Latest Disclosed Value $ 8,383,744
Belpointe Asset Management LLC reports 27.87% increase in ownership of V / Visa Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 27,737 shares of Visa Inc. (MX:V) valued at $8,383,744 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 21,691 shares of Visa Inc.. This represents a change in shares of 27.87% 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 COM 92826C839 27,737 6,046 27.87 8,384 10.20 0.3060
2026-01-27 2025-12-31 13F VISA COM 92826C839 21,691 -161 -0.74 7,608 1.98 0.2748
2025-11-03 2025-09-30 13F Visa COM 92826C839 21,852 1,640 8.11 7,460 3.94 0.2850
2025-07-22 2025-06-30 13F Visa COM 92826C839 20,212 672 3.44 7,176 4.79 0.2990
2025-05-20 2025-03-31 13F VISA INC CL A COM 92826C839 19,540 4,744 32.06 6,848 67.47 0.3563
2025-02-13 2024-12-31 13F VISA INC CL A COM 92826C839 14,796 -2,050 -12.17 4,089 -11.70 0.2463
2024-11-13 2024-09-30 13F V COM 92826C839 16,846 3,882 29.94 4,632 36.13 0.2778
2024-08-02 2024-06-30 13F VISA INC CL A COM 92826C839 12,964 -252 -1.91 3,403 -7.75 0.2373
2024-05-08 2024-03-31 13F VISA INC CL A COM 92826C839 13,216 1,940 17.20 3,688 25.66 0.2762
2024-02-13 2023-12-31 13F VISA COM 92826C839 11,276 -492 -4.18 2,936 8.46 0.2578
2023-11-15 2023-09-30 13F VISA COM 92826C839 11,768 3,276 38.58 2,707 34.23 0.2803
2023-08-15 2023-06-30 13F VISA COM CL A 92826C839 8,492 -13,735 -61.79 2,017 -59.77 0.2133
2023-05-15 2023-03-31 13F VISA COM CL A 92826C839 22,227 3,206 16.86 5,011 26.83 0.2706
2023-02-08 2022-12-31 13F VISA COM CL A 92826C839 19,021 671 3.66 3,952 21.23 0.2388
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 18,350 625 3.53 3,259 -6.65 0.2203
2022-08-02 2022-06-30 13F VISA COM CL A 92826C839 17,725 1,115 6.71 3,491 -5.21 0.2340
2022-04-28 2022-03-31 13F VISA COM CL A 92826C839 16,610 156 0.95 3,683 3.28 0.2232
2022-02-15 2021-12-31 13F VISA COM CL A 92826C839 16,454 264 1.63 3,566 -1.08 0.2223
2021-11-15 2021-09-30 13F VISA COM CL A 92826C839 16,190 1,686 11.62 3,605 6.31 0.2458
2021-08-09 2021-06-30 13F VISA COM CL A 92826C839 14,504 656 4.74 3,391 15.65 0.2440
2021-05-14 2021-03-31 13F VISA COM CL A 92826C839 13,848 280 2.06 2,932 -1.21 0.2510
2021-02-16 2020-12-31 13F VISA COM CL A 92826C839 13,568 297 2.24 2,968 11.83 0.2664
2020-11-13 2020-09-30 13F/A-1 VISA COM CL A 92826C839 13,271 651 5.16 2,654 8.90 0.2954
2020-11-13 2020-09-30 13F VISA COM CL A 92826C839 10,925 1,760
2020-07-20 2020-06-30 13F VISA COM CL A 92826C839 12,620 1,695 15.51 2,437 38.47 0.3155
2020-07-20 2020-03-31 13F VISA COM CL A 92826C839 10,925 -3,836 -25.99 1,760 -36.53 0.3082
2020-02-18 2019-12-31 13F VISA COM CL A 92826C839 14,761 571 4.02 2,773 13.60 0.3519
2020-01-16 2019-09-30 13F VISA COM CL A 92826C839 14,190 2,296 19.30 2,441 18.27 0.3948
2019-11-22 2019-06-30 13F VISA COM CL A 92826C839 11,894 -2,925 -19.74 2,064 -10.80 0.4060
2019-06-11 2019-03-31 13F VISA COM CL A 92826C839 14,819 3,727 33.60 2,314 58.06 0.4520
2019-03-06 2018-12-31 13F VISA COM CL A 92826C839 11,092 4,154 59.87 1,464 40.63 0.3710
2018-11-23 2018-09-30 13F VISA COM CL A 92826C839 6,938 4,500 184.58 1,041 222.29 0.1646
2018-08-06 2018-06-30 13F VISA COM CL A 92826C839 2,438 213 9.57 323 21.43 0.0902
2018-08-06 2018-03-31 13F VISA COM CL A 92826C839 2,225 -3,218 -59.12 266 -57.17 0.0775
2018-02-14 2017-12-31 13F VISA COM CL A 92826C839 5,443 2,436 81.01 621 96.52 0.1360
2017-11-16 2017-09-30 13F VISA COM CL A 92826C839 3,007 3,007 316 0.0739
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.