Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionPerennial Advisors, LLC
Latest Disclosed Ownership38,569 shares
Latest Disclosed Value $ 11,657,034
Perennial Advisors, LLC reports 1.80% increase in ownership of V / Visa Inc.

On April 13, 2026 - Perennial Advisors, LLC filed a 13F-HR form disclosing ownership of 38,569 shares of Visa Inc. (MX:V) valued at $11,657,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 37,886 shares of Visa Inc.. This represents a change in shares of 1.80% 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 38,569 683 1.80 11,657 -12.27 1.9850
2026-01-12 2025-12-31 13F VISA COM CL A 92826C839 37,886 885 2.39 13,287 5.19 2.2278
2025-10-14 2025-09-30 13F VISA COM CL A 92826C839 37,001 -21 -0.06 12,631 -3.90 2.1877
2025-07-15 2025-06-30 13F VISA COM CL A 92826C839 37,022 -1,128 -2.96 13,145 -1.69 2.4419
2025-04-14 2025-03-31 13F VISA COM CL A 92826C839 38,150 -369 -0.96 13,370 9.83 2.6670
2025-02-21 2024-12-31 13F VISA COM CL A 92826C839 38,519 142 0.37 12,174 20.86 2.6496
2024-07-23 2024-06-30 13F VISA COM CL A 92826C839 38,377 584 1.55 10,073 -4.50 2.2578
2024-04-10 2024-03-31 13F VISA COM CL A 92826C839 37,793 -329 -0.86 10,547 6.27 2.4531
2024-01-25 2023-12-31 13F VISA COM CL A 92826C839 38,122 -344 -0.89 9,925 12.18 2.4388
2023-10-17 2023-09-30 13F VISA COM CL A 92826C839 38,466 1 0.00 8,848 -3.14 2.3861
2023-08-01 2023-06-30 13F VISA COM CL A 92826C839 38,465 -375 -0.97 9,135 4.32 2.3286
2023-05-12 2023-03-31 13F VISA COM CL A 92826C839 38,840 1,700 4.58 8,757 13.48 2.5057
2023-01-31 2022-12-31 13F VISA COM CL A 92826C839 37,140 -448 -1.19 7,716 15.54 2.4528
2022-11-09 2022-09-30 13F VISA COM CL A 92826C839 37,588 137 0.37 6,678 -9.44 2.1897
2022-08-09 2022-06-30 13F VISA COM CL A 92826C839 37,451 330 0.89 7,374 -10.42 2.2942
2022-04-27 2022-03-31 13F VISA COM CL A 92826C839 37,121 1,571 4.42 8,232 6.85 2.1844
2022-02-08 2021-12-31 13F VISA COM CL A 92826C839 35,550 1,205 3.51 7,704 0.71 2.0761
2021-11-08 2021-09-30 13F VISA COM CL A 92826C839 34,345 1,085 3.26 7,650 -1.63 2.2531
2021-08-13 2021-06-30 13F VISA COM CL A 92826C839 33,260 155 0.47 7,777 10.96 2.2575
2021-05-17 2021-03-31 13F VISA COM CL A 92826C839 33,105 -25 -0.08 7,009 -3.27 2.2050
2021-02-12 2020-12-31 13F VISA COM CL A 92826C839 33,130 313 0.95 7,246 10.42 2.5523
2020-11-16 2020-09-30 13F VISA COM CL A 92826C839 32,817 205 0.63 6,562 4.16 2.6855
2020-08-14 2020-06-30 13F VISA COM CL A 92826C839 32,612 847 2.67 6,300 23.09 2.6786
2020-05-19 2020-03-31 13F/A-1 VISA COM CL A 92826C839 31,765 38 0.12 5,118 -14.14 2.8512
2020-05-19 2020-03-31 13F VISA COM CL A 92826C839 27,369 -4,358 2,135 1,772,681.6065
2020-01-23 2019-12-31 13F VISA COM CL A 92826C839 31,727 -603 -1.87 5,961 7.19 2.8624
2019-11-05 2019-09-30 13F VISA COM CL A 92826C839 32,330 309 0.96 5,561 0.07 2.8812
2019-07-18 2019-06-30 13F VISA COM CL A 92826C839 32,021 271 0.85 5,557 12.06 2.9586
2019-04-30 2019-03-31 13F VISA COM CL A 92826C839 31,750 550 1.76 4,959 20.45 2.8198
2019-01-29 2018-12-31 13F VISA COM CL A 92826C839 31,200 380 1.23 4,117 -11.00 2.6655
2018-11-05 2018-09-30 13F VISA COM CL A 92826C839 30,820 -483 -1.54 4,626 11.58 2.6626
2018-08-10 2018-06-30 13F VISA COM CL A 92826C839 31,303 181 0.58 4,146 11.36 2.5561
2018-04-24 2018-03-31 13F VISA COM CL A 92826C839 31,122 -1,028 -3.20 3,723 1.55 2.3499
2018-01-29 2017-12-31 13F VISA COM CL A 92826C839 32,150 337 1.06 3,666 9.50 2.2759
2017-10-30 2017-09-30 13F VISA COM CL A 92826C839 31,813 1,109 3.61 3,348 16.29 2.2652
2017-07-31 2017-06-30 13F VISA COM CL A 92826C839 30,704 1,737 6.00 2,879 11.85 2.0893
2017-04-27 2017-03-31 13F VISA COM CL A 92826C839 28,967 1,598 5.84 2,574 20.56 1.9815
2017-04-27 2016-12-31 13F/A-2 VISA COM CL A 92826C839 27,369 27,369 2,135 1.7727
2017-04-27 2016-12-31 13F/A-1 VISA COM CL A 92826C839 27,369 0 2,135 1.8875
2017-02-10 2016-12-31 13F VISA COM CL A 92826C839 34,799 2,715 1.7169
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.