Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership20,296 shares
Latest Disclosed Value $ 6,134,332
LVW Advisors, LLC reports 0.95% increase in ownership of V / Visa Inc.

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 20,296 shares of Visa Inc. (MX:V) valued at $6,134,332 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 20,105 shares of Visa Inc.. This represents a change in shares of 0.95% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-20 2026-03-31 13F VISA COM CL A 92826C839 20,296 191 0.95 6,134 -12.99 0.5844
2026-01-14 2025-12-31 13F VISA COM CL A 92826C839 20,105 -294 -1.44 7,051 1.25 0.7147
2025-10-20 2025-09-30 13F VISA COM CL A 92826C839 20,399 -744 -3.52 6,964 -7.23 0.7111
2025-07-17 2025-06-30 13F VISA COM CL A 92826C839 21,143 1,193 5.98 7,507 7.37 0.8190
2025-04-09 2025-03-31 13F VISA COM CL A 92826C839 19,950 114 0.57 6,992 11.53 0.8360
2025-01-16 2024-12-31 13F VISA COM CL A 92826C839 19,836 533 2.76 6,269 18.11 0.7548
2024-10-09 2024-09-30 13F VISA COM CL A 92826C839 19,303 178 0.93 5,307 5.74 0.6756
2024-07-15 2024-06-30 13F VISA COM CL A 92826C839 19,125 128 0.67 5,020 -5.32 0.7338
2024-04-18 2024-03-31 13F VISA COM CL A 92826C839 18,997 97 0.51 5,302 7.74 0.8972
2024-01-16 2023-12-31 13F VISA COM CL A 92826C839 18,900 -1,276 -6.32 4,921 6.03 0.9219
2023-10-11 2023-09-30 13F VISA COM CL A 92826C839 20,176 -1,501 -6.92 4,641 -9.85 0.9577
2023-07-14 2023-06-30 13F VISA COM CL A 92826C839 21,677 -2,201 -9.22 5,148 -4.38 0.9902
2023-05-03 2023-03-31 13F VISA COM CL A 92826C839 23,878 289 1.23 5,384 9.86 1.0524
2023-01-19 2022-12-31 13F VISA COM CL A 92826C839 23,589 -368 -1.54 4,901 15.13 0.9968
2022-10-14 2022-09-30 13F VISA COM CL A 92826C839 23,957 335 1.42 4,256 -8.49 0.9511
2022-07-22 2022-06-30 13F VISA COM CL A 92826C839 23,622 -1,211 -4.88 4,651 -15.56 0.9459
2022-05-02 2022-03-31 13F VISA COM CL A 92826C839 24,833 -13 -0.05 5,508 2.30 0.9314
2022-01-26 2021-12-31 13F VISA COM CL A 92826C839 24,846 -356 -1.41 5,384 -4.10 0.9173
2021-11-02 2021-09-30 13F VISA COM CL A 92826C839 25,202 91 0.36 5,614 -4.39 0.9670
2021-07-15 2021-06-30 13F VISA COM CL A 92826C839 25,111 83 0.33 5,872 10.81 1.0422
2021-04-19 2021-03-31 13F VISA COM CL A 92826C839 25,028 1,511 6.43 5,299 3.01 1.0177
2021-02-04 2020-12-31 13F VISA COM CL A 92826C839 23,517 4,097 21.10 5,144 32.44 1.0318
2020-10-29 2020-09-30 13F VISA COM CL A 92826C839 19,420 6,583 51.28 3,884 56.61 0.8560
2020-08-11 2020-06-30 13F VISA COM CL A 92826C839 12,837 1,000 8.45 2,480 30.05 0.5985
2020-04-23 2020-03-31 13F VISA COM CL A 92826C839 11,837 869 7.92 1,907 -7.47 0.5076
2020-02-10 2019-12-31 13F VISA COM CL A 92826C839 10,968 345 3.25 2,061 12.81 0.4666
2019-10-22 2019-09-30 13F VISA COM CL A 92826C839 10,623 -77 -0.72 1,827 -1.62 0.4527
2019-08-14 2019-06-30 13F VISA COM CL A 92826C839 10,700 500 4.90 1,857 16.57 0.5134
2019-05-03 2019-03-31 13F VISA COM CL A 92826C839 10,200 5,951 140.06 1,593 183.96 0.4245
2019-02-05 2018-12-31 13F VISA COM CL A 92826C839 4,249 2,001 89.01 561 66.47 0.1894
2018-11-02 2018-09-30 13F VISA COM CL A 92826C839 2,248 0 0.00 337 13.09 0.0946
2018-07-31 2018-06-30 13F VISA COM CL A 92826C839 2,248 -48 -2.09 298 8.36 0.0945
2018-04-20 2018-03-31 13F VISA COM CL A 92826C839 2,296 318 16.08 275 21.68 0.0854
2018-02-12 2017-12-31 13F VISA COM CL A 92826C839 1,978 0 0.00 226 8.65 0.0660
2017-11-09 2017-09-30 13F VISA COM CL A 92826C839 1,978 1,978 208 0.0826
2017-08-10 2017-06-30 13F VISA COM CL A 92826C839 0 -2,597 -100.00 0 -100.00
2017-05-11 2017-03-31 13F VISA COM CL A 92826C839 2,597 -1,265 -32.76 231 -23.26 0.0828
2017-02-10 2016-12-31 13F VISA COM CL A 92826C839 3,862 304 8.54 301 2.38 0.1052
2016-11-14 2016-09-30 13F VISA COM CL A 92826C839 3,558 355 11.08 294 23.53 0.0964
2016-08-11 2016-06-30 13F VISA COM CL A 92826C839 3,203 -458 -12.51 238 -15.00 0.0894
2016-05-11 2016-03-31 13F VISA COM CL A 92826C839 3,661 -632 -14.72 280 -15.92 0.0895
2016-02-16 2015-12-31 13F VISA COM CL A 92826C839 4,293 1,307 43.77 333 60.10 0.1304
2016-02-16 2015-09-30 13F/A-1 VISA COM CL A 92826C839 2,986 2,986 208 0.0959
2015-11-13 2015-09-30 13F VISA COM CL A 92826C839 2,986 208
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.