Visa Inc.
MX ˙ BMV ˙ US92826C8394
SecurityMX:V / Visa Inc.
InstitutionESG Planning
Latest Disclosed Ownership7,568 shares
Latest Disclosed Value $ 2,287,207
ESG Planning reports 12.64% increase in ownership of V / Visa Inc.

On May 12, 2026 - ESG Planning filed a 13F-HR form disclosing ownership of 7,568 shares of Visa Inc. (MX:V) valued at $2,287,207 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 6,719 shares of Visa Inc.. This represents a change in shares of 12.64% 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 7,568 849 12.64 2,287 -2.93 0.9982
2026-02-04 2025-12-31 13F VISA COM CL A 92826C839 6,719 788 13.29 2,356 16.40 1.0143
2025-11-13 2025-09-30 13F VISA COM CL A 92826C839 5,931 986 19.94 2,025 15.33 0.9641
2025-08-13 2025-06-30 13F VISA COM CL A 92826C839 4,945 -151 -2.96 1,756 -1.74 0.9817
2025-05-02 2025-03-31 13F VISA COM CL A 92826C839 5,096 635 14.23 1,786 26.76 1.1839
2025-02-12 2024-12-31 13F VISA COM CL A 92826C839 4,461 -591 -11.70 1,410 1.44 1.0396
2024-11-08 2024-09-30 13F VISA COM CL A 92826C839 5,052 1,642 48.15 1,389 55.20 0.9107
2024-07-30 2024-06-30 13F VISA COM CL A 92826C839 3,410 2,008 143.22 895 128.90 0.8808
2024-05-01 2024-03-31 13F VISA COM CL A 92826C839 1,402 1,402 391 0.4600
2023-04-26 2023-03-31 13F VISA COM CL A 92826C839 0 -2,295 -100.00 0 -100.00
2023-02-03 2022-12-31 13F VISA COM CL A 92826C839 2,295 -4,109 -64.16 477 -58.32 0.5885
2022-11-09 2022-09-30 13F VISA COM CL A 92826C839 6,404 985 18.18 1,142 7.03 1.1702
2022-08-10 2022-06-30 13F VISA COM CL A 92826C839 5,419 522 10.66 1,067 -1.75 1.0843
2022-05-31 2022-03-31 13F VISA COM CL A 92826C839 4,897 4,897 1,086 1.0072
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.