Visa Inc.
US ˙ NYSE ˙ US92826C8394

SecurityV / Visa Inc.
InstitutionWealthspire Advisors, LLC
Latest Disclosed Ownership27,319 shares
Latest Disclosed Value $ 8,256,761
Wealthspire Advisors, LLC reports 24.44% decrease in ownership of V / Visa Inc.

On May 1, 2026 - Wealthspire Advisors, LLC filed a 13F-HR form disclosing ownership of 27,319 shares of Visa Inc. (US:V) valued at $8,256,895 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 36,157 shares of Visa Inc.. This represents a change in shares of -24.44% during the quarter. The current value of the position is $8,534,456 USD.

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)
2026-05-01 2026-03-31 13F VISA COM CL A 92826C839 27,319 -8,838 -24.44 8,257 -34.89 0.0648
2026-02-12 2025-12-31 13F VISA COM CL A 92826C839 36,157 12,789 54.73 12,681 58.96 0.1009
2025-11-14 2025-09-30 13F VISA COM CL A 92826C839 23,368 -2,889 -11.00 7,977 -14.43 0.0417
2025-08-11 2025-06-30 13F VISA COM CL A 92826C839 26,257 371 1.43 9,323 2.76 0.0524
2025-05-09 2025-03-31 13F VISA COM CL A 92826C839 25,886 1,537 6.31 9,072 17.89 0.0542
2025-02-04 2024-12-31 13F VISA COM CL A 92826C839 24,349 -2,146 -8.10 7,695 5.64 0.0765
2024-11-13 2024-09-30 13F VISA COM CL A 92826C839 26,495 841 3.28 7,285 8.18 0.0741
2024-08-08 2024-06-30 13F VISA COM CL A 92826C839 25,654 4,533 21.46 6,733 14.23 0.0862
2024-05-06 2024-03-31 13F VISA COM CL A 92826C839 21,121 -359 -1.67 5,894 5.40 0.0786
2024-02-07 2023-12-31 13F VISA COM CL A 92826C839 21,480 2,923 15.75 5,592 31.02 0.0794
2023-11-06 2023-09-30 13F VISA COM CL A 92826C839 18,557 782 4.40 4,268 1.11 0.0705
2023-08-01 2023-06-30 13F VISA COM CL A 92826C839 17,775 2,577 16.96 4,221 23.20 0.0690
2023-05-09 2023-03-31 13F VISA COM CL A 92826C839 15,198 -4,296 -22.04 3,427 -15.41 0.0588
2023-02-14 2022-12-31 13F VISA COM CL A 92826C839 19,494 4,416 29.29 4,050 51.18 0.0737
2022-11-14 2022-09-30 13F VISA COM CL A 92826C839 15,078 315 2.13 2,679 -7.84 0.0560
2022-08-09 2022-06-30 13F VISA COM CL A 92826C839 14,763 7,032 90.96 2,907 69.50 0.0608
2022-05-09 2022-03-31 13F VISA COM CL A 92826C839 7,731 -11,784 -60.38 1,715 -59.45 0.0386
2022-02-14 2021-12-31 13F VISA COM CL A 92826C839 19,515 -6,767 -25.75 4,229 -27.76 0.0936
2021-11-15 2021-09-30 13F VISA COM CL A 92826C839 26,282 14,986 132.67 5,854 121.66 0.1215
2021-08-13 2021-06-30 13F VISA COM CL A 92826C839 11,296 -32,411 -74.16 2,641 -71.46 0.0694
2021-05-17 2021-03-31 13F VISA COM CL A 92826C839 43,707 6,881 18.69 9,254 14.89 0.2196
2021-02-16 2020-12-31 13F VISA COM CL A 92826C839 36,826 8,679 30.83 8,055 43.10 0.2397
2020-11-16 2020-09-30 13F VISA COM CL A 92826C839 28,147 3,244 13.03 5,629 17.03 0.3347
2020-08-14 2020-06-30 13F VISA COM CL A 92826C839 24,903 -23,368 -48.41 4,810 -38.15 0.3350
2020-05-12 2020-03-31 13F VISA COM CL A 92826C839 48,271 35,887 289.79 7,777 234.21 0.3260
2020-02-14 2019-12-31 13F VISA COM CL A 92826C839 12,384 1,258 11.31 2,327 21.58 0.1695
2019-11-12 2019-09-30 13F VISA COM CL A 92826C839 11,126 6,674 149.91 1,914 147.61 0.1567
2019-08-13 2019-06-30 13F VISA COM CL A 92826C839 4,452 4,452 773 0.0673
2019-05-07 2019-03-31 13F VISA COM CL A 92826C839 0 -2,842 -100.00 0 -100.00
2019-02-14 2018-12-31 13F VISA COM CL A 92826C839 2,842 2,842 375 0.0361
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.