Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionDiversified Portfolios, Inc.
Latest Disclosed Ownership1,784 shares
Latest Disclosed Value $ 539,196
Diversified Portfolios, Inc. reports 13.23% decrease in ownership of V / Visa Inc.

On May 6, 2026 - Diversified Portfolios, Inc. filed a 13F-HR form disclosing ownership of 1,784 shares of Visa Inc. (MX:V) valued at $539,196 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,056 shares of Visa Inc.. This represents a change in shares of -13.23% 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)
2026-05-06 2026-03-31 13F Visa Inc Cl A COM 92826C839 1,784 -272 -13.23 539 -25.24 0.0443
2026-02-09 2025-12-31 13F Visa Inc Cl A COM 92826C839 2,056 105 5.38 721 8.26 0.0600
2025-11-12 2025-09-30 13F Visa Inc Cl A COM 92826C839 1,951 222 12.84 666 8.47 0.0588
2025-08-11 2025-06-30 13F Visa Inc Cl A COM 92826C839 1,729 36 2.13 614 3.54 0.0586
2025-04-22 2025-03-31 13F Visa Inc Cl A COM 92826C839 1,693 -890 -34.46 593 -27.33 0.0624
2025-01-29 2024-12-31 13F Visa Inc Cl A COM 92826C839 2,583 73 2.91 816 18.26 0.0890
2024-11-06 2024-09-30 13F Visa Inc Cl A COM 92826C839 2,510 17 0.68 690 5.50 0.0776
2024-07-22 2024-06-30 13F Visa Inc Cl A COM 92826C839 2,493 -180 -6.73 654 -12.33 0.0862
2024-05-07 2024-03-31 13F Visa Inc Cl A COM 92826C839 2,673 -4 -0.15 746 7.03 0.1050
2024-01-30 2023-12-31 13F Visa Inc Cl A COM 92826C839 2,677 -9 -0.34 697 12.97 0.1097
2023-11-02 2023-09-30 13F Visa Inc Cl A COM 92826C839 2,686 -341 -11.27 618 -14.07 0.1165
2023-08-09 2023-06-30 13F Visa Inc Cl A COM 92826C839 3,027 0 0.00 719 5.28 0.1443
2023-05-02 2023-03-31 13F Visa Inc Cl A COM 92826C839 3,027 -205 -6.34 683 1.64 0.1519
2023-01-24 2022-12-31 13F Visa Inc Cl A COM 92826C839 3,232 0 0.00 671 16.90 0.1539
2022-11-07 2022-09-30 13F Visa Inc Cl A COM 92826C839 3,232 1,454 81.78 574 64.00 0.1545
2022-08-09 2022-06-30 13F Visa Inc Cl A COM 92826C839 1,778 -1,349 -43.14 350 -49.57 0.0997
2022-05-12 2022-03-31 13F Visa Inc Cl A COM 92826C839 3,127 -415 -11.72 694 -9.64 0.1664
2022-01-31 2021-12-31 13F Visa Inc Cl A COM 92826C839 3,542 0 0.00 768 -2.66 0.1847
2021-11-15 2021-09-30 13F Visa Inc Cl A COM 92826C839 3,542 -250 -6.59 789 -11.05 0.2182
2021-08-03 2021-06-30 13F Visa Inc Cl A COM 92826C839 3,792 2,000 111.61 887 134.04 0.3342
2021-05-04 2021-03-31 13F Visa Inc Cl A COM 92826C839 1,792 0 0.00 379 -3.32 0.1247
2021-02-09 2020-12-31 13F Visa Inc Cl A COM 92826C839 1,792 409 29.57 392 41.52 0.1402
2020-10-28 2020-09-30 13F Visa Inc Cl A COM 92826C839 1,383 0 0.00 277 3.75 0.1198
2020-08-04 2020-06-30 13F Visa Inc Cl A COM 92826C839 1,383 0 0.00 267 19.73 0.1277
2020-05-12 2020-03-31 13F Visa Inc Cl A COM 92826C839 1,383 0 0.00 223 -14.23 0.1237
2020-02-04 2019-12-31 13F Visa Inc Cl A COM 92826C839 1,383 0 0.00 260 9.24 0.1231
2019-11-12 2019-09-30 13F Visa Inc Cl A COM 92826C839 1,383 0 0.00 238 -0.83 0.1204
2019-08-13 2019-06-30 13F Visa Inc Cl A COM 92826C839 1,383 0 0.00 240 11.11 0.1319
2019-05-14 2019-03-31 13F Visa Inc Cl A COM 92826C839 1,383 1,383 216 0.1201
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.