Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionInsigneo Advisory Services, Llc
Latest Disclosed Ownership23,979 shares
Latest Disclosed Value $ 7,247,447
Insigneo Advisory Services, Llc reports 2.94% increase in ownership of V / Visa Inc.

On May 12, 2026 - Insigneo Advisory Services, Llc filed a 13F-HR form disclosing ownership of 23,979 shares of Visa Inc. (CH:V) valued at $7,247,447 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 23,294 shares of Visa Inc.. This represents a change in shares of 2.94% 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)
2026-05-12 2026-03-31 13F VISA COM CL A 92826C839 23,979 685 2.94 7,247 -11.29 0.5149
2026-02-12 2025-12-31 13F VISA COM CL A 92826C839 23,294 -1,170 -4.78 8,169 -2.18 0.5860
2025-11-12 2025-09-30 13F VISA COM CL A 92826C839 24,464 -566 -2.26 8,352 -6.02 0.5863
2025-08-12 2025-06-30 13F VISA COM CL A 92826C839 25,030 320 1.30 8,887 2.62 0.7633
2025-04-18 2025-03-31 13F VISA COM CL A 92826C839 24,710 397 1.63 8,660 12.70 0.8934
2025-02-13 2024-12-31 13F VISA COM CL A 92826C839 24,313 -801 -3.19 7,684 11.27 0.7935
2024-11-15 2024-09-30 13F VISA COM 92826C839 25,114 861 3.55 6,905 11.03 0.6963
2024-08-14 2024-06-30 13F VISA COM 92826C839 24,253 1,899 8.50 6,219 -0.30 0.7001
2024-05-15 2024-03-31 13F VISA COM 92826C839 22,354 1,609 7.76 6,238 15.52 0.7412
2024-02-14 2023-12-31 13F VISA COM 92826C839 20,745 2,091 11.21 5,401 25.87 0.7606
2023-11-14 2023-09-30 13F VISA COM 92826C839 18,654 262 1.42 4,291 -1.76 0.8734
2023-08-14 2023-06-30 13F VISA COM 92826C839 18,392 7,653 71.26 4,368 80.68 0.8372
2023-05-11 2023-03-31 13F VISA COM 92826C839 10,739 -507 -4.51 2,417 3.42 0.7699
2023-02-13 2022-12-31 13F VISA COM 92826C839 11,246 11,246 2,337 0.8850
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.