Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership29,937 shares
Latest Disclosed Value $ 9,048,201
Meridian Wealth Management, LLC reports 2.68% decrease in ownership of V / Visa Inc.

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 29,937 shares of Visa Inc. (MX:V) valued at $9,048,201 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 30,762 shares of Visa Inc.. This represents a change in shares of -2.68% 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 COM CL A 92826C839 29,937 -825 -2.68 9,048 -16.13 0.3119
2026-02-04 2025-12-31 13F VISA COM CL A 92826C839 30,762 2,971 10.69 10,789 13.71 0.3797
2025-11-04 2025-09-30 13F VISA COM CL A 92826C839 27,791 1,873 7.23 9,487 3.10 0.3636
2025-08-08 2025-06-30 13F VISA COM CL A 92826C839 25,918 316 1.23 9,202 2.56 0.3929
2025-05-12 2025-03-31 13F VISA COM CL A 92826C839 25,602 3,739 17.10 8,972 29.86 0.4344
2025-02-06 2024-12-31 13F VISA COM CL A 92826C839 21,863 1,186 5.74 6,909 21.53 0.3269
2024-11-12 2024-09-30 13F VISA COM CL A 92826C839 20,677 -4,571 -18.10 5,685 -14.20 0.2794
2024-08-08 2024-06-30 13F VISA COM CL A 92826C839 25,248 25,248 6,627 0.7921
2024-04-25 2024-03-31 13F VISA COM CL A 92826C839 0 -24,069 -100.00 0 -100.00
2024-02-08 2023-12-31 13F VISA COM CL A 92826C839 24,069 1,363 6.00 6,266 19.99 0.4001
2023-10-17 2023-09-30 13F VISA COM CL A 92826C839 22,706 -3,176 -12.27 5,223 -15.03 0.3200
2023-08-02 2023-06-30 13F VISA COM CL A 92826C839 25,882 6,666 34.69 6,147 41.87 0.5182
2023-05-15 2023-03-31 13F VISA COM CL A 92826C839 19,216 -398 -2.03 4,333 6.31 0.3779
2023-02-14 2022-12-31 13F VISA COM CL A 92826C839 19,614 -618 -3.05 4,075 13.38 0.3990
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 20,232 -4,523 -18.27 3,594 -26.26 0.3867
2022-08-05 2022-06-30 13F VISA COM CL A 92826C839 24,755 5,222 26.73 4,874 12.51 0.3987
2022-05-12 2022-03-31 13F VISA COM CL A 92826C839 19,533 -2,687 -12.09 4,332 -10.03 0.4734
2022-01-27 2021-12-31 13F VISA COM CL A 92826C839 22,220 -233 -1.04 4,815 -3.72 0.5142
2021-10-15 2021-09-30 13F VISA COM CL A 92826C839 22,453 660 3.03 5,001 -1.86 0.6169
2021-07-22 2021-06-30 13F VISA COM CL A 92826C839 21,793 3,038 16.20 5,096 28.33 0.6495
2021-05-07 2021-03-31 13F VISA COM CL A 92826C839 18,755 481 2.63 3,971 -0.65 0.5780
2021-01-19 2020-12-31 13F VISA COM CL A 92826C839 18,274 3,762 25.92 3,997 37.78 0.6343
2020-10-09 2020-09-30 13F VISA COM CL A 92826C839 14,512 -179 -1.22 2,901 2.26 0.7112
2020-07-15 2020-06-30 13F VISA COM CL A 92826C839 14,691 533 3.76 2,837 24.38 0.9495
2020-04-16 2020-03-31 13F VISA COM CL A 92826C839 14,158 -1,643 -10.40 2,281 -23.17 1.0105
2020-01-09 2019-12-31 13F VISA COM CL A 92826C839 15,801 386 2.50 2,969 11.95 1.4278
2019-11-08 2019-09-30 13F VISA COM CL A 92826C839 15,415 -196 -1.26 2,652 -90.21 1.2485
2019-07-19 2019-06-30 13F VISA COM CL A 92826C839 15,611 -51 -0.33 27,093 1,007.65 1.0965
2019-06-03 2019-03-31 13F/A-1 VISA COM CL A 92826C839 15,662 -2,919 -15.71 2,446 -0.24 1.1130
2019-05-15 2019-03-31 13F VISA COM CL A 92826C839 15,662 -2,919 24,462
2019-02-05 2018-12-31 13F VISA COM CL A 92826C839 18,581 2,604 16.30 2,452 2.25 1.4441
2018-10-19 2018-09-30 13F VISA COM CL A 92826C839 15,977 31 0.19 2,398 13.54 1.0309
2018-08-06 2018-06-30 13F VISA COM CL A 92826C839 15,946 4,206 35.83 2,112 50.43 0.9939
2018-05-08 2018-03-31 13F VISA COM CL A 92826C839 11,740 3,791 47.69 1,404 65.57 0.7003
2018-01-30 2017-12-31 13F VISA COM CL A 92826C839 7,949 161 2.07 848 3.41 0.5225
2017-10-31 2017-09-30 13F VISA COM CL A 92826C839 7,788 -133 -1.68 820 10.36 0.5198
2017-07-25 2017-06-30 13F VISA COM CL A 92826C839 7,921 149 1.92 743 7.53 0.4707
2017-05-17 2017-03-31 13F/A-1 VISA COM CL A 92826C839 7,772 7,772 691 0.4142
2017-05-15 2017-03-31 13F VISA INC COM CL A Common 92826C839 690,674 691
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.