Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionPlancorp, LLC
Latest Disclosed Ownership5,038 shares
Latest Disclosed Value $ 1,533,309
Plancorp, LLC reports 7.34% decrease in ownership of V / Visa Inc.

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 5,038 shares of Visa Inc. (MX:V) valued at $1,533,309 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 5,437 shares of Visa Inc.. This represents a change in shares of -7.34% 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)
2026-04-14 2026-03-31 13F VISA COM CL A 92826C839 5,038 -399 -7.34 1,533 -19.57 0.0436
2026-02-05 2025-12-31 13F VISA COM CL A 92826C839 5,437 99 1.85 1,907 4.61 0.0576
2025-10-15 2025-09-30 13F VISA COM CL A 92826C839 5,338 -1,070 -16.70 1,822 -19.91 0.0572
2025-07-16 2025-06-30 13F VISA COM CL A 92826C839 6,408 -112 -1.72 2,275 -0.39 0.0788
2025-05-15 2025-03-31 13F VISA COM CL A 92826C839 6,520 1,094 20.16 2,285 33.26 0.0906
2025-02-11 2024-12-31 13F VISA COM CL A 92826C839 5,426 525 10.71 1,715 27.25 0.0704
2024-11-12 2024-09-30 13F VISA COM CL A 92826C839 4,901 23 0.47 1,348 5.23 0.0550
2024-08-09 2024-06-30 13F VISA COM CL A 92826C839 4,878 29 0.60 1,280 -5.40 0.0555
2024-05-15 2024-03-31 13F VISA COM CL A 92826C839 4,849 301 6.62 1,353 14.27 0.0588
2024-02-09 2023-12-31 13F VISA COM CL A 92826C839 4,548 338 8.03 1,184 22.31 0.0567
2023-11-08 2023-09-30 13F VISA COM CL A 92826C839 4,210 578 15.91 968 12.30 0.0518
2023-07-26 2023-06-30 13F VISA COM CL A 92826C839 3,632 137 3.92 863 9.53 0.0465
2023-05-11 2023-03-31 13F VISA COM CL A 92826C839 3,495 320 10.08 788 19.42 0.0443
2023-02-14 2022-12-31 13F VISA COM CL A 92826C839 3,175 -449 -12.39 660 2.33 0.0389
2022-11-10 2022-09-30 13F VISA COM CL A 92826C839 3,624 62 1.74 644 -8.13 0.0430
2022-08-04 2022-06-30 13F VISA COM CL A 92826C839 3,562 170 5.01 701 -6.78 0.0442
2022-05-13 2022-03-31 13F VISA COM CL A 92826C839 3,392 -20 -0.59 752 1.76 0.0489
2022-02-11 2021-12-31 13F VISA COM CL A 92826C839 3,412 -87 -2.49 739 -5.13 0.0468
2021-11-15 2021-09-30 13F VISA COM CL A 92826C839 3,499 310 9.72 779 4.42 0.0538
2021-08-13 2021-06-30 13F VISA COM CL A 92826C839 3,189 4 0.13 746 10.68 0.0585
2021-05-14 2021-03-31 13F VISA COM CL A 92826C839 3,185 247 8.41 674 4.82 0.1485
2021-02-09 2020-12-31 13F VISA COM CL A 92826C839 2,938 96 3.38 643 13.20 0.1584
2020-11-16 2020-09-30 13F VISA COM CL A 92826C839 2,842 173 6.48 568 10.08 0.1724
2020-08-11 2020-06-30 13F VISA COM CL A 92826C839 2,669 21 0.79 516 20.84 0.1555
2020-05-14 2020-03-31 13F VISA COM CL A 92826C839 2,648 -777 -22.69 427 -33.70 0.1653
2020-02-03 2019-12-31 13F VISA COM CL A 92826C839 3,425 456 15.36 644 26.03 0.1973
2019-11-12 2019-09-30 13F VISA COM CL A 92826C839 2,969 491 19.81 511 18.84 0.1950
2019-08-13 2019-06-30 13F VISA COM CL A 92826C839 2,478 54 2.23 430 13.46 0.1703
2019-05-14 2019-03-31 13F VISA COM CL A 92826C839 2,424 366 17.78 379 39.34 0.1435
2019-02-14 2018-12-31 13F VISA COM CL A 92826C839 2,058 -8 -0.39 272 -12.26 0.1234
2018-11-13 2018-09-30 13F VISA COM CL A 92826C839 2,066 0 0.00 310 13.14 0.1220
2018-08-14 2018-06-30 13F VISA COM CL A 92826C839 2,066 -97 -4.48 274 6.20 0.1095
2018-04-16 2018-03-31 13F VISA COM CL A 92826C839 2,163 -474 -17.97 258 -14.00 0.0825
2018-01-19 2017-12-31 13F VISA COM CL A 92826C839 2,637 -78 -2.87 300 4.90 0.0979
2017-10-11 2017-09-30 13F VISA COM CL A 92826C839 2,715 0 0.00 286 12.60 0.0845
2017-07-25 2017-06-30 13F VISA COM CL A 92826C839 2,715 159 6.22 254 12.39 0.0755
2017-05-12 2017-03-31 13F VISA COM CL A 92826C839 2,556 -75 -2.85 226 10.78 0.0660
2017-02-14 2016-12-31 13F VISA COM CL A 92826C839 2,631 2,631 204 0.0581
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.