Visa Inc.
CH ˙ SWX ˙ US92826C8394
SecurityCH:V / Visa Inc.
InstitutionWelch & Forbes Llc
Latest Disclosed Ownership719,551 shares
Latest Disclosed Value $ 217,477,101
Welch & Forbes Llc reports 0.85% decrease in ownership of V / Visa Inc.

On May 1, 2026 - Welch & Forbes Llc filed a 13F-HR form disclosing ownership of 719,551 shares of Visa Inc. (CH:V) valued at $217,477,101 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 725,722 shares of Visa Inc.. This represents a change in shares of -0.85% 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)
2026-05-01 2026-03-31 13F VISA COM CL A 92826C839 719,551 -6,171 -0.85 217,477 -14.55 2.8117
2026-02-10 2025-12-31 13F VISA COM CL A 92826C839 725,722 -1,495 -0.21 254,518 2.52 3.0835
2025-11-04 2025-09-30 13F VISA COM CL A 92826C839 727,217 -5,136 -0.70 248,258 -4.52 2.9899
2025-08-05 2025-06-30 13F VISA COM CL A 92826C839 732,353 -5,649 -0.77 260,022 0.53 3.2470
2025-05-02 2025-03-31 13F VISA COM CL A 92826C839 738,002 -6,748 -0.91 258,640 9.89 3.3839
2025-02-07 2024-12-31 13F VISA COM CL A 92826C839 744,750 -4,556 -0.61 235,371 14.25 3.0261
2024-11-04 2024-09-30 13F VISA COM CL A 92826C839 749,306 -2,320 -0.31 206,022 3.49 2.6219
2024-08-02 2024-06-30 13F VISA COM CL A 92826C839 751,626 -2,584 -0.34 199,077 -5.42 2.6566
2024-05-03 2024-03-31 13F VISA COM CL A 92826C839 754,210 -3,462 -0.46 210,485 6.70 2.8895
2024-02-06 2023-12-31 13F VISA COM CL A 92826C839 757,672 -4,295 -0.56 197,260 12.55 2.9796
2023-11-03 2023-09-30 13F VISA COM CL A 92826C839 761,967 -5,401 -0.70 175,260 -3.83 2.8978
2023-07-28 2023-06-30 13F VISA COM CL A 92826C839 767,368 -6,310 -0.82 182,235 4.47 2.8746
2023-04-14 2023-03-31 13F VISA COM CL A 92826C839 773,678 -1,778 -0.23 174,434 8.27 2.9538
2023-02-02 2022-12-31 13F VISA COM CL A 92826C839 775,456 -4,039 -0.52 161,109 16.34 2.8876
2022-10-31 2022-09-30 13F VISA COM CL A 92826C839 779,495 -1,299 -0.17 138,477 -9.92 2.7043
2022-07-22 2022-06-30 13F VISA COM CL A 92826C839 780,794 -910 -0.12 153,730 -11.32 2.8128
2022-04-25 2022-03-31 13F VISA COM CL A 92826C839 781,704 6,932 0.89 173,358 3.25 2.7312
2022-01-19 2021-12-31 13F VISA COM CL A 92826C839 774,772 4,609 0.60 167,901 -2.13 2.5135
2021-10-13 2021-09-30 13F VISA COM CL A 92826C839 770,163 2,176 0.28 171,554 -4.46 2.8510
2021-07-22 2021-06-30 13F VISA COM CL A 92826C839 767,987 7,085 0.93 179,571 11.46 3.0341
2021-04-14 2021-03-31 13F VISA COM CL A 92826C839 760,902 16,873 2.27 161,106 -1.00 2.9751
2021-01-20 2020-12-31 13F VISA COM CL A 92826C839 744,029 -5,900 -0.79 162,741 8.52 3.1836
2020-10-23 2020-09-30 13F VISA COM CL A 92826C839 749,929 -242 -0.03 149,963 3.49 3.2362
2020-07-15 2020-06-30 13F VISA COM CL A 92826C839 750,171 -6,277 -0.83 144,911 18.90 3.3944
2020-04-17 2020-03-31 13F VISA COM CL A 92826C839 756,448 -6,039 -0.79 121,879 -14.93 3.4042
2020-01-17 2019-12-31 13F VISA COM CL A 92826C839 762,487 -6,118 -0.80 143,272 8.37 3.1877
2019-10-11 2019-09-30 13F VISA COM CL A 92826C839 768,605 -8,579 -1.10 132,207 -1.98 3.1551
2019-07-12 2019-06-30 13F VISA COM CL A 92826C839 777,184 -16,882 -2.13 134,880 8.75 3.2835
2019-04-29 2019-03-31 13F VISA COM CL A 92826C839 794,066 -21,150 -2.59 124,025 15.31 3.1115
2019-02-05 2018-12-31 13F VISA COM CL A 92826C839 815,216 -11,798 -1.43 107,561 -13.35 3.0324
2018-10-17 2018-09-30 13F VISA COM CL A 92826C839 827,014 -9,147 -1.09 124,126 12.08 2.9586
2018-07-16 2018-06-30 13F VISA COM CL A 92826C839 836,161 -2,809 -0.33 110,750 10.36 2.8636
2018-04-12 2018-03-31 13F VISA COM CL A 92826C839 838,970 5,097 0.61 100,357 5.55 2.5861
2018-01-26 2017-12-31 13F VISA COM CL A 92826C839 833,873 -4,231 -0.50 95,077 7.79 2.5377
2017-11-13 2017-09-30 13F VISA COM CL A 92826C839 838,104 -7,411 -0.88 88,202 11.24 2.3216
2017-07-31 2017-06-30 13F VISA COM CL A 92826C839 845,515 18,873 2.28 79,293 7.93 2.2161
2017-07-31 2017-03-31 13F/A-1 VISA COM CL A 92826C839 826,642 59,154 7.71 73,464 22.69 2.1027
2017-04-27 2017-03-31 13F VISA COM CL A 92826C839 826,942 73,491
2017-02-07 2016-12-31 13F VISA COM CL A 92826C839 767,488 13,690 1.82 59,879 -3.95 1.7918
2016-11-02 2016-09-30 13F VISA COM CL A 92826C839 753,798 -8,413 -1.10 62,339 10.27 2.1556
2016-08-02 2016-06-30 13F VISA COM CL A 92826C839 762,211 18,323 2.46 56,534 -0.63 1.7228
2016-05-05 2016-03-31 13F VISA COM CL A 92826C839 743,888 12,577 1.72 56,892 0.32 1.7717
2016-01-27 2015-12-31 13F VISA COM CL A 92826C839 731,311 7,722 1.07 56,713 12.51 1.8197
2015-11-05 2015-09-30 13F VISA COM CL A 92826C839 723,589 5,874 0.82 50,405 4.59 1.6825
2015-08-11 2015-06-30 13F VISA COM CL A 92826C839 717,715 15,669 2.23 48,194 4.95 1.4995
2015-04-30 2015-03-31 13F VISA COM CL A 92826C839 702,046 702,046 0.00 45,921 1.3798
2015-01-27 2014-12-31 13F VISA COM CL A 92826C839 0 -174,186 -100.00 0 -100.00
2014-10-27 2014-09-30 13F VISA COM CL A 92826C839 174,186 1,509 0.87 37,167 2.15 1.1346
2014-07-31 2014-06-30 13F VISA COM CL A 92826C839 172,677 13,819 8.70 36,384 6.10 1.1484
2014-05-01 2014-03-31 13F VISA COM CL A 92826C839 158,858 3,903 2.52 34,291 -0.62 1.0861
2014-01-17 2013-12-31 13F VISA COM CL A 92826C839 154,955 -852 -0.55 34,505 15.89 1.0924
2013-10-31 2013-09-30 13F VISA COM CL A 92826C839 155,807 2,653 1.73 29,775 6.38 1.0023
2013-08-08 2013-06-30 13F VISA COM CL A 92826C839 153,154 153,154 27,988 1.0006
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.