Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership125,524 shares
Latest Disclosed Value $ 37,938,486
Gradient Investments LLC reports 0.56% increase in ownership of V / Visa Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 125,524 shares of Visa Inc. (MX:V) valued at $37,938,486 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 124,825 shares of Visa Inc.. This represents a change in shares of 0.56% 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)
2026-04-13 2026-03-31 13F VISA COM CL A 92826C839 125,524 699 0.56 37,938 -13.34 0.5877
2026-01-08 2025-12-31 13F VISA COM CL A 92826C839 124,825 -23,129 -15.63 43,777 -13.33 0.6949
2025-10-06 2025-09-30 13F VISA COM CL A 92826C839 147,954 2,831 1.95 50,509 -1.97 0.8433
2025-07-08 2025-06-30 13F VISA COM CL A 92826C839 145,123 -6,189 -4.09 51,526 -2.83 0.9420
2025-04-09 2025-03-31 13F VISA COM CL A 92826C839 151,312 2,599 1.75 53,029 12.83 1.0697
2025-01-21 2024-12-31 13F VISA COM CL A 92826C839 148,713 27,686 22.88 46,999 41.24 0.9517
2024-10-15 2024-09-30 13F VISA COM CL A 92826C839 121,027 40,020 49.40 33,276 56.51 0.6934
2024-07-18 2024-06-30 13F VISA COM CL A 92826C839 81,007 12,404 18.08 21,262 11.05 0.4775
2024-04-23 2024-03-31 13F VISA COM CL A 92826C839 68,603 -1,849 -2.62 19,146 4.38 0.4440
2024-01-18 2023-12-31 13F VISA COM CL A 92826C839 70,452 2,093 3.06 18,342 16.66 0.4436
2023-10-27 2023-09-30 13F VISA COM CL A 92826C839 68,359 5,331 8.46 15,723 5.05 0.4150
2023-07-11 2023-06-30 13F VISA COM CL A 92826C839 63,028 3,946 6.68 14,968 12.36 0.3854
2023-04-17 2023-03-31 13F VISA COM CL A 92826C839 59,082 5,635 10.54 13,321 19.96 0.3632
2023-01-10 2022-12-31 13F VISA COM CL A 92826C839 53,447 -3,104 -5.49 11,104 10.53 0.3500
2022-10-14 2022-09-30 13F VISA COM CL A 92826C839 56,551 -11,059 -16.36 10,046 -24.53 0.3073
2022-07-11 2022-06-30 13F VISA COM CL A 92826C839 67,610 -14,186 -17.34 13,312 -26.62 0.3886
2022-05-26 2022-03-31 13F VISA COM CL A 92826C839 81,796 -1,116 -1.35 18,140 0.96 0.4660
2022-01-12 2021-12-31 13F VISA COM CL A 92826C839 82,912 14,674 21.50 17,968 18.21 0.4555
2021-10-18 2021-09-30 13F VISA COM CL A 92826C839 68,238 8,500 14.23 15,200 8.82 0.4259
2021-07-12 2021-06-30 13F VISA COM CL A 92826C839 59,738 2,214 3.85 13,968 14.69 0.4087
2021-04-21 2021-03-31 13F VISA COM CL A 92826C839 57,524 22,176 62.74 12,179 72.31 0.3960
2021-01-08 2020-12-31 13F VISA COM CL A 92826C839 35,348 -308 -0.86 7,068 -0.87 0.3000
2020-10-06 2020-09-30 13F VISA COM CL A 92826C839 35,656 2,061 6.13 7,130 9.86 0.2995
2020-07-10 2020-06-30 13F VISA COM CL A 92826C839 33,595 1,753 5.51 6,490 26.51 0.2959
2020-04-07 2020-03-31 13F VISA COM CL A 92826C839 31,842 6,122 23.80 5,130 6.15 0.2764
2020-01-15 2019-12-31 13F VISA COM CL A 92826C839 25,720 -18 -0.07 4,833 9.17 0.2152
2019-10-10 2019-09-30 13F VISA COM CL A 92826C839 25,738 4,102 18.96 4,427 17.90 0.2169
2019-07-16 2019-06-30 13F VISA COM CL A 92826C839 21,636 11,543 114.37 3,755 138.26 0.1928
2019-04-11 2019-03-31 13F VISA COM CL A 92826C839 10,093 -303 -2.91 1,576 14.87 0.1019
2019-01-18 2018-12-31 13F VISA COM CL A 92826C839 10,396 -2,515 -19.48 1,372 -29.21 0.0823
2018-10-11 2018-09-30 13F VISA COM CL A 92826C839 12,911 2,326 21.97 1,938 38.23 0.0994
2018-08-09 2018-06-30 13F VISA COM CL A 92826C839 10,585 1,498 16.49 1,402 28.98 0.0749
2018-04-10 2018-03-31 13F VISA COM CL A 92826C839 9,087 776 9.34 1,087 14.66 0.0588
2018-02-07 2017-12-31 13F VISA COM CL A 92826C839 8,311 1,176 16.48 948 26.23 0.0548
2017-10-16 2017-09-30 13F VISA COM CL A 92826C839 7,135 23 0.32 751 12.59 0.0480
2017-07-19 2017-06-30 13F VISA COM CL A 92826C839 7,112 251 3.66 667 9.34 0.0468
2017-04-11 2017-03-31 13F VISA COM CL A 92826C839 6,861 -315 -4.39 610 8.93 0.0467
2017-01-17 2016-12-31 13F VISA COM CL A 92826C839 7,176 -206 -2.79 560 -8.20 0.0491
2016-10-11 2016-09-30 13F VISA COM CL A 92826C839 7,382 58 0.79 610 12.34 0.0599
2016-07-14 2016-06-30 13F VISA COM CL A 92826C839 7,324 -302 -3.96 543 -6.86 0.0588
2016-04-13 2016-03-31 13F VISA COM CL A 92826C839 7,626 -764 -9.11 583 -10.45 0.0720
2016-01-19 2015-12-31 13F VISA COM CL A 92826C839 8,390 -530 -5.94 651 4.83 0.0868
2015-10-14 2015-09-30 13F VISA COM CL A 92826C839 8,920 -2,179 -19.63 621 -16.64 0.0881
2015-08-25 2015-06-30 13F VISA COM CL A 92826C839 11,099 2,235 25.21 745 28.45 0.1020
2015-04-10 2015-03-31 13F VISA COM CL A 92826C839 8,864 6,547 282.56 580 -4.45 0.0867
2015-01-15 2014-12-31 13F VISA COM CL A 92826C839 2,317 -238 -9.32 607 11.38 0.1000
2014-10-14 2014-09-30 13F VISA COM CL A 92826C839 2,555 389 17.96 545 16.45 0.0985
2014-04-11 2014-03-31 13F VISA COM CL A 92826C839 2,166 615 39.65 468 35.65 0.1083
2014-01-13 2013-12-31 13F VISA COM CL A 92826C839 1,551 621 66.77 345 93.82 0.0918
2013-10-15 2013-09-30 13F VISA COM CL A 92826C839 930 418 81.64 178 89.36 0.0561
2013-07-19 2013-06-30 13F VISA COM CL A 92826C839 512 512 94 0.0353
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.