Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionCSM Advisors, LLC
Latest Disclosed Ownership61,502 shares
Latest Disclosed Value $ 18,590
CSM Advisors, LLC reports 282.48% increase in ownership of V / Visa Inc.

On May 15, 2026 - CSM Advisors, LLC filed a 13F-HR form disclosing ownership of 61,502 shares of Visa Inc. (MX:V) valued at $18,590 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 16,080 shares of Visa Inc.. This represents a change in shares of 282.48% 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)
2026-05-15 2026-03-31 13F VISA CLASS A 92826C839 61,502 45,422 282.48 19 260.00 0.4568
2026-02-11 2025-12-31 13F VISA CLASS A 92826C839 16,080 2,742 20.56 6 25.00 0.1532
2025-11-14 2025-09-30 13F VISA CLASS A 92826C839 13,338 11,988 888.00 5 0.1273
2025-08-07 2025-06-30 13F VISA CLASS A 92826C839 1,350 25 1.89 0 0.0140
2025-05-14 2025-03-31 13F VISA CLASS A 92826C839 1,325 -5 -0.38 0 0.0254
2025-02-14 2024-12-31 13F/A-1 VISA CLASS A 92826C839 1,330 316 31.16 0 0.0196
2025-02-14 2024-12-31 13F VISA CLASS A 92826C839 1,330 316 0 0.0278
2024-11-14 2024-09-30 13F VISA CLASS A 92826C839 1,014 164 19.29 0 0.0180
2024-08-14 2024-06-30 13F VISA CLASS A 92826C839 850 -45 -5.03 0 0.0157
2024-05-15 2024-03-31 13F VISA CLASS A 92826C839 895 0 0.00 0 0.0165
2024-02-14 2023-12-31 13F VISA CLASS A 92826C839 895 0 0.00 0 0.0168
2023-11-13 2023-09-30 13F VISA CLASS A 92826C839 895 0 0.00 0 0.0178
2023-08-14 2023-06-30 13F VISA COMMON 92826C839 895 -45 -4.79 0 0.0161
2023-05-15 2023-03-31 13F VISA CLASS A 92826C839 940 940 0 0.0183
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.