Visa Inc.
US ˙ NYSE ˙ US92826C8394

SecurityV / Visa Inc.
InstitutionRitholtz Wealth Management
Latest Disclosed Ownership67,868 shares
Latest Disclosed Value $ 20,512,351
Ritholtz Wealth Management reports 0.16% decrease in ownership of V / Visa Inc.

On April 20, 2026 - Ritholtz Wealth Management filed a 13F-HR form disclosing ownership of 67,868 shares of Visa Inc. (US:V) valued at $20,512,424 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 67,977 shares of Visa Inc.. This represents a change in shares of -0.16% during the quarter. The current value of the position is $21,201,963 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)
2026-04-20 2026-03-31 13F VISA COM CL A 92826C839 67,868 -109 -0.16 20,512 -13.96 0.3558
2026-01-23 2025-12-31 13F VISA COM CL A 92826C839 67,977 675 1.00 23,840 3.76 0.4352
2025-10-28 2025-09-30 13F VISA COM CL A 92826C839 67,302 2,016 3.09 22,976 -0.88 0.4467
2025-07-28 2025-06-30 13F VISA COM CL A 92826C839 65,286 3,991 6.51 23,180 7.90 0.5118
2025-04-17 2025-03-31 13F VISA COM CL A 92826C839 61,295 2,957 5.07 21,481 16.51 0.6417
2025-01-15 2024-12-31 13F VISA COM CL A 92826C839 58,338 766 1.33 18,437 16.48 0.5415
2024-10-10 2024-09-30 13F VISA COM CL A 92826C839 57,572 -1,333 -2.26 15,830 2.39 0.4771
2024-08-01 2024-06-30 13F VISA COM CL A 92826C839 58,905 -1,056 -1.76 15,461 -7.61 0.5101
2024-04-24 2024-03-31 13F VISA COM CL A 92826C839 59,961 837 1.42 16,734 8.71 0.5772
2024-01-18 2023-12-31 13F VISA COM CL A 92826C839 59,124 396 0.67 15,393 13.96 0.5971
2023-10-13 2023-09-30 13F VISA COM CL A 92826C839 58,728 4,279 7.86 13,508 4.46 0.6065
2023-07-17 2023-06-30 13F VISA COM CL A 92826C839 54,449 25,321 86.93 12,930 96.89 0.5817
2023-04-20 2023-03-31 13F VISA COM CL A 92826C839 29,128 2,716 10.28 6,567 19.68 0.3273
2023-01-19 2022-12-31 13F VISA COM CL A 92826C839 26,412 -8,586 -24.53 5,487 -11.74 0.3063
2022-10-19 2022-09-30 13F VISA COM CL A 92826C839 34,998 15,397 78.55 6,217 61.10 0.3301
2022-07-15 2022-06-30 13F VISA COM CL A 92826C839 19,601 3,156 19.19 3,859 5.81 0.2431
2022-04-14 2022-03-31 13F VISA COM CL A 92826C839 16,445 -1,240 -7.01 3,647 -4.83 0.2465
2022-01-18 2021-12-31 13F VISA COM CL A 92826C839 17,685 -513 -2.82 3,832 -5.48 0.2382
2021-10-14 2021-09-30 13F VISA COM CL A 92826C839 18,198 -852 -4.47 4,054 -8.98 0.2811
2021-07-20 2021-06-30 13F VISA COM CL A 92826C839 19,050 1,333 7.52 4,454 18.74 0.3208
2021-05-12 2021-03-31 13F VISA COM CL A 92826C839 17,717 7,275 69.67 3,751 64.23 0.3123
2021-01-19 2020-12-31 13F VISA COM CL A 92826C839 10,442 410 4.09 2,284 13.86 0.2186
2020-10-23 2020-09-30 13F VISA COM CL A 92826C839 10,032 1,366 15.76 2,006 19.83 0.2253
2020-07-15 2020-06-30 13F VISA COM CL A 92826C839 8,666 1,283 17.38 1,674 40.67 0.2156
2020-04-09 2020-03-31 13F VISA COM CL A 92826C839 7,383 1,662 29.05 1,190 10.70 0.1907
2020-01-17 2019-12-31 13F VISA COM CL A 92826C839 5,721 -700 -10.90 1,075 -2.63 0.1568
2019-10-17 2019-09-30 13F VISA COM CL A 92826C839 6,421 675 11.75 1,104 10.73 0.1793
2019-07-15 2019-06-30 13F VISA COM CL A 92826C839 5,746 -499 -7.99 997 2.26 0.1703
2019-04-12 2019-03-31 13F VISA COM CL A 92826C839 6,245 -2,119 -25.33 975 -11.68 0.1786
2019-01-18 2018-12-31 13F VISA COM CL A 92826C839 8,364 303 3.76 1,104 -8.76 0.2502
2018-10-12 2018-09-30 13F VISA COM CL A 92826C839 8,061 -2,887 -26.37 1,210 -16.55 0.3064
2018-07-12 2018-06-30 13F VISA COM CL A 92826C839 10,948 410 3.89 1,450 14.99 0.3940
2018-04-17 2018-03-31 13F VISA COM CL A 92826C839 10,538 127 1.22 1,261 6.23 0.3603
2018-01-23 2017-12-31 13F VISA COM CL A 92826C839 10,411 75 0.73 1,187 9.10 0.3517
2017-10-17 2017-09-30 13F VISA COM CL A 92826C839 10,336 800 8.39 1,088 21.70 0.4070
2017-08-04 2017-06-30 13F VISA COM CL A 92826C839 9,536 38 0.40 894 20.65 0.3752
2017-02-17 2016-12-31 13F VISA COM CL A 92826C839 9,498 9,498 741 0.3793
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.