Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionMONECO Advisors, LLC
Latest Disclosed Ownership8,933 shares
Latest Disclosed Value $ 2,699,913
MONECO Advisors, LLC reports 2.48% increase in ownership of V / Visa Inc.

On May 7, 2026 - MONECO Advisors, LLC filed a 13F-HR form disclosing ownership of 8,933 shares of Visa Inc. (MX:V) valued at $2,699,913 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 8,717 shares of Visa Inc.. This represents a change in shares of 2.48% 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)
2026-05-07 2026-03-31 13F VISA COM CL A 92826C839 8,933 216 2.48 2,700 -11.71 0.2094
2026-02-04 2025-12-31 13F VISA COM CL A 92826C839 8,717 125 1.45 3,057 4.23 0.2427
2025-11-05 2025-09-30 13F VISA COM CL A 92826C839 8,592 228 2.73 2,933 -1.21 0.2449
2025-08-13 2025-06-30 13F VISA COM CL A 92826C839 8,364 -4 -0.05 2,969 1.26 0.2763
2025-08-15 2025-03-31 13F/A-1 VISA COM CL A 92826C839 8,368 -514 -5.79 2,933 4.49 0.3037
2025-05-08 2025-03-31 13F VISA COM CL A 92826C839 8,522 -452 2,987 0.3071
2025-08-15 2024-12-31 13F/A-1 VISA COM CL A 92826C839 8,882 -608 -6.41 2,807 7.55 0.2962
2025-02-04 2024-12-31 13F VISA COM CL A 92826C839 8,974 -516 2,836 0.2990
2024-10-25 2024-09-30 13F VISA COM CL A 92826C839 9,490 2,365 33.19 2,609 39.52 0.3248
2024-07-19 2024-06-30 13F VISA COM CL A 92826C839 7,125 -164 -2.25 1,870 -8.06 0.2748
2024-07-19 2024-03-31 13F/A-1 VISA COM CL A 92826C839 7,289 347 5.00 2,034 12.56 0.3229
2024-04-25 2024-03-31 13F VISA COM CL A 92826C839 7,271 329 2,029 0.3286
2024-03-13 2023-12-31 13F/A-1 VISA COM CL A 92826C839 6,942 1,111 19.05 1,807 34.75 0.3444
2024-02-05 2023-12-31 13F VISA COM CL A 92826C839 6,927 1,111 1,803 0.3435
2024-03-13 2023-09-30 13F/A-1 VISA COM CL A 92826C839 5,831 37 0.64 1,341 -2.54 0.3639
2023-11-06 2023-09-30 13F VISA COM CL A 92826C839 5,816 37 1,338 0.3724
2024-03-13 2023-06-30 13F/A-1 VISA COM CL A 92826C839 5,794 -35 -0.60 1,376 4.72 0.3745
2023-08-03 2023-06-30 13F VISA COM CL A 92826C839 5,779 -50 1,372 0.3767
2023-05-12 2023-03-31 13F VISA COM CL A 92826C839 5,829 1,256 27.47 1,314 38.32 0.3865
2023-01-30 2022-12-31 13F VISA COM CL A 92826C839 4,573 283 6.60 950 24.67 0.3433
2022-11-02 2022-09-30 13F VISA COM CL A 92826C839 4,290 14 0.33 762 -9.50 0.3049
2022-08-10 2022-06-30 13F VISA COM CL A 92826C839 4,276 140 3.38 842 -8.18 0.3268
2022-05-09 2022-03-31 13F VISA COM CL A 92826C839 4,136 85 2.10 917 -2.24 0.3369
2022-02-08 2021-12-31 13F VISA COM CL A 92826C839 4,051 250 6.58 938 10.74 0.3524
2021-11-03 2021-09-30 13F VISA COM CL A 92826C839 3,801 1,329 53.76 847 46.54 0.3342
2021-08-10 2021-06-30 13F VISA COM CL A 92826C839 2,472 2 0.08 578 10.52 0.2660
2021-05-17 2021-03-31 13F VISA COM CL A 92826C839 2,470 52 2.15 523 3.36 0.2542
2021-01-22 2020-12-31 13F VISA COM CL A 92826C839 2,418 2 0.08 506 4.76 0.2792
2020-10-20 2020-09-30 13F VISA COM CL A 92826C839 2,416 316 15.05 483 18.97 0.3079
2020-07-31 2020-06-30 13F VISA COM CL A 92826C839 2,100 310 17.32 406 40.97 0.3179
2020-05-11 2020-03-31 13F VISA COM CL A 92826C839 1,790 118 7.06 288 -15.79 0.2947
2020-01-21 2019-12-31 13F VISA COM CL A 92826C839 1,672 119 7.66 342 28.09 0.2433
2019-10-31 2019-09-30 13F VISA COM CL A 92826C839 1,553 114 7.92 267 6.80 0.2076
2019-07-24 2019-06-30 13F VISA COM CL A 92826C839 1,439 -578 -28.66 250 -20.63 0.2010
2019-04-26 2019-03-31 13F VISA COM CL A 92826C839 2,017 2,017 315 0.2550
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.