Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionEverett Harris & Co /ca/
Latest Disclosed Ownership13,531 shares
Latest Disclosed Value $ 4,089,535
Everett Harris & Co /ca/ reports 3.75% decrease in ownership of V / Visa Inc.

On May 8, 2026 - Everett Harris & Co /ca/ filed a 13F-HR form disclosing ownership of 13,531 shares of Visa Inc. (MX:V) valued at $4,089,535 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 14,058 shares of Visa Inc.. This represents a change in shares of -3.75% 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)
2026-05-08 2026-03-31 13F Visa Inc - COM 92826C839 13,531 -527 -3.75 4,090 -17.06 0.0526
2026-02-11 2025-12-31 13F Visa Inc - COM 92826C839 14,058 47 0.34 4,930 3.09 0.0596
2025-11-03 2025-09-30 13F Visa Inc - COM 92826C839 14,011 -257 -1.80 4,783 -5.59 0.0590
2025-08-08 2025-06-30 13F Visa Inc - COM 92826C839 14,268 -518 -3.50 5,066 -2.24 0.0650
2025-05-12 2025-03-31 13F Visa Inc - COM 92826C839 14,786 -309 -2.05 5,182 8.62 0.0665
2025-01-24 2024-12-31 13F VISA COM CL A 92826C839 15,095 -58 -0.38 4,771 14.50 0.0602
2024-10-18 2024-09-30 13F VISA COM CL A 92826C839 15,153 -129 -0.84 4,166 3.86 0.0517
2024-08-02 2024-06-30 13F VISA COM CL A 92826C839 15,282 546 3.71 4,011 -2.46 0.0513
2024-04-19 2024-03-31 13F VISA COM CL A 92826C839 14,736 -1,520 -9.35 4,113 -2.84 0.0545
2024-01-18 2023-12-31 13F VISA COM CL A 92826C839 16,256 -1 -0.01 4,232 13.19 0.0605
2023-10-24 2023-09-30 13F VISA COM CL A 92826C839 16,257 -217 -1.32 3,739 -4.42 0.0583
2023-07-27 2023-06-30 13F VISA COM CL A 92826C839 16,474 141 0.86 3,912 6.25 0.0594
2023-04-25 2023-03-31 13F VISA COM CL A 92826C839 16,333 16 0.10 3,682 8.61 0.0597
2023-01-20 2022-12-31 13F VISA COM CL A 92826C839 16,317 51 0.31 3,390 17.30 0.0583
2022-10-21 2022-09-30 13F VISA COM CL A 92826C839 16,266 -63,098 -79.50 2,890 -81.51 0.0532
2022-07-22 2022-06-30 13F VISA COM CL A 92826C839 79,364 -42 -0.05 15,626 -11.27 0.2703
2022-04-22 2022-03-31 13F VISA COM CL A 92826C839 79,406 112 0.14 17,610 2.48 0.2504
2022-02-02 2021-12-31 13F VISA COM CL A 92826C839 79,294 -370 -0.46 17,184 -3.16 0.2384
2021-11-03 2021-09-30 13F VISA COM CL A 92826C839 79,664 -2,040 -2.50 17,745 -7.11 0.2805
2021-07-29 2021-06-30 13F VISA COM CL A 92826C839 81,704 -198 -0.24 19,104 10.17 0.3056
2021-05-13 2021-03-31 13F VISA COM CL A 92826C839 81,902 -10,285 -11.16 17,341 -14.00 0.3008
2021-02-04 2020-12-31 13F VISA COM CL A 92826C839 92,187 2,756 3.08 20,164 12.75 0.3566
2020-11-03 2020-09-30 13F VISA COM CL A 92826C839 89,431 1,470 1.67 17,884 5.26 0.3493
2020-07-29 2020-06-30 13F VISA COM CL A 92826C839 87,961 30,943 54.27 16,991 84.95 0.3748
2020-04-29 2020-03-31 13F VISA COM CL A 92826C839 57,018 55,210 3,053.65 9,187 2,602.06 0.2366
2020-01-27 2019-12-31 13F Visa Inc - COM 92826C839 1,808 0 0.00 340 9.32 0.0077
2019-11-06 2019-09-30 13F Visa Inc - COM 92826C839 1,808 146 8.78 311 7.99 0.0077
2019-08-13 2019-06-30 13F Visa Inc - COM 92826C839 1,662 264 18.88 288 32.11 0.0072
2019-05-13 2019-03-31 13F Visa Inc - COM 92826C839 1,398 1,398 218 0.0057
2019-02-13 2018-12-31 13F Visa Inc - COM 92826C839 0 -1,398 -100.00 0 -100.00
2018-11-14 2018-09-30 13F Visa Inc - COM 92826C839 1,398 1,398 210 0.0053
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.