Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionGladstone Institutional Advisory LLC
Latest Disclosed Ownership22,561 shares
Latest Disclosed Value $ 6,818,894
Gladstone Institutional Advisory LLC reports 0.44% increase in ownership of V / Visa Inc.

On May 14, 2026 - Gladstone Institutional Advisory LLC filed a 13F-HR form disclosing ownership of 22,561 shares of Visa Inc. (MX:V) valued at $6,818,894 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 22,462 shares of Visa Inc.. This represents a change in shares of 0.44% 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)
2026-05-14 2026-03-31 13F VISA COM CL A 92826C839 22,561 99 0.44 6,819 -13.44 0.2526
2026-02-17 2025-12-31 13F VISA COM CL A 92826C839 22,462 1,245 5.87 7,878 8.75 0.2975
2025-10-22 2025-09-30 13F VISA COM CL A 92826C839 21,217 1,429 7.22 7,243 3.10 0.2789
2025-08-12 2025-06-30 13F VISA COM CL A 92826C839 19,788 748 3.93 7,026 5.29 0.2902
2025-05-15 2025-03-31 13F VISA COM CL A 92826C839 19,040 -273 -1.41 6,673 9.32 0.3110
2025-01-29 2024-12-31 13F VISA COM CL A 92826C839 19,313 -2,765 -12.52 6,104 0.54 0.2831
2024-10-28 2024-09-30 13F VISA COM CL A 92826C839 22,078 1,236 5.93 6,070 10.97 0.2964
2024-08-02 2024-06-30 13F VISA COM CL A 92826C839 20,842 1,787 9.38 5,470 2.88 0.2849
2024-05-14 2024-03-31 13F VISA COM CL A 92826C839 19,055 -6,339 -24.96 5,318 -19.57 0.2918
2024-02-09 2023-12-31 13F VISA COM CL A 92826C839 25,394 -953 -3.62 6,611 9.11 0.3708
2023-11-13 2023-09-30 13F VISA COM CL A 92826C839 26,347 945 3.72 6,060 0.45 0.3924
2023-08-10 2023-06-30 13F VISA COM CL A 92826C839 25,402 1,314 5.45 6,032 11.09 0.3677
2023-05-12 2023-03-31 13F VISA COM CL A 92826C839 24,088 -4,720 -16.38 5,431 -9.27 0.3517
2023-02-01 2022-12-31 13F VISA COM CL A 92826C839 28,808 1,502 5.50 5,985 23.38 0.4224
2023-01-30 2022-09-30 13F/A-1 VISA COM CL A 92826C839 27,306 -2,008 -6.85 4,851 -15.96 0.3792
2022-10-20 2022-09-30 13F VISA COM CL A 92826C839 27,306 -2,008 4,851 0.3792
2023-01-30 2022-06-30 13F/A-1 VISA COM CL A 92826C839 29,314 -4,387 -13.02 5,772 -22.77 0.4565
2022-08-15 2022-06-30 13F VISA COM CL A 92826C839 29,314 -4,387 5,772 0.4565
2023-01-30 2022-03-31 13F/A-1 VISA COM CL A 92826C839 33,701 5,535 19.65 7,474 22.44 0.5053
2022-05-04 2022-03-31 13F VISA COM CL A 92826C839 33,701 5,535 7,474 0.5053
2023-01-30 2021-12-31 13F/A-1 VISA COM CL A 92826C839 28,166 2,103 8.07 6,104 5.13 0.4729
2022-02-11 2021-12-31 13F VISA COM CL A 92826C839 28,166 2,103 6,104 0.4729
2023-01-30 2021-09-30 13F/A-1 VISA COM CL A 92826C839 26,063 9,230 54.83 5,806 47.51 0.5671
2021-11-15 2021-09-30 13F VISA COM CL A 92826C839 26,063 9,230 5,806 0.5671
2023-01-30 2021-06-30 13F/A-1 VISA COM CL A 92826C839 16,833 5,617 50.08 3,936 65.73 0.4676
2021-08-13 2021-06-30 13F VISA COM CL A 92826C839 16,833 5,617 3,936 0.4676
2023-01-30 2021-03-31 13F/A-1 VISA COM CL A 92826C839 11,216 3,150 39.05 2,375 34.64 0.3691
2021-05-17 2021-03-31 13F VISA COM CL A 92826C839 11,216 3,150 2,375 0.3691
2023-01-30 2020-12-31 13F/A-1 VISA COM CL A 92826C839 8,066 -763 -8.64 1,764 -0.11 0.3514
2021-02-16 2020-12-31 13F VISA COM CL A 92826C839 8,066 -763 1,764 0.3514
2023-01-30 2020-09-30 13F/A-1 VISA COM CL A 92826C839 8,829 -1,019 -10.35 1,766 -7.15 0.4218
2020-11-16 2020-09-30 13F VISA COM CL A 92826C839 8,829 -1,019 1,766 0.4218
2020-08-17 2020-06-30 13F VISA COM CL A 92826C839 9,848 -574 -5.51 1,902 13.28 0.4838
2020-05-14 2020-03-31 13F VISA COM CL A 92826C839 10,422 3,397 48.36 1,679 27.20 0.4332
2020-02-12 2019-12-31 13F VISA COM CL A 92826C839 7,025 1,474 26.55 1,320 38.36 0.3236
2019-11-13 2019-09-30 13F VISA COM CL A 92826C839 5,551 -9 -0.16 954 -1.14 0.2426
2019-08-14 2019-06-30 13F VISA COM CL A 92826C839 5,560 782 16.37 965 29.36 0.2940
2019-05-10 2019-03-31 13F VISA COM CL A 92826C839 4,778 -711 -12.95 746 3.04 0.2738
2019-02-13 2018-12-31 13F VISA COM CL A 92826C839 5,489 5,489 724 0.4217
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.