Mastercard
MA
Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them
Managers holding
20
In their latest 13F (Q3 2026)
See who
Value held
$5.9bn
Combined value at quarter end
Last quarter
8 bought
9 sold or trimmed
Fund portfolios
8
Funds holding it
See which
Price at Q2 ’26 end
$513.60
+2.8% in the quarter
Share price change by quarter
+11.9%Q3 ’24
+6.6%Q4 ’24
+4.1%Q1 ’25
+2.5%Q2 ’25
+1.2%Q3 ’25
+0.4%Q4 ’25
-12.5%Q1 ’26
+2.8%Q2 ’26
Managers holding it, by quarter
17Q4 ’23
18Q1 ’24
17Q2 ’24
18Q3 ’24
18Q4 ’24
18Q1 ’25
18Q2 ’25
17Q3 ’25
18Q4 ’25
18Q1 ’26
20Q2 ’26
0Q3 ’26
Who holds it
| Akre Capital Management | 19.9%$1.0bn | Trimmed -13% |
| Valley Forge Capital Management | 17.6%$547m | Trimmed -28% |
| AltaRock Partners | 9.3%$393m | Added +46% |
| Gardner Russo & Quinn | 8.8%$782m | Trimmed -2.1% |
| Vulcan Value Partners | 7.9%$258m | Added +31% |
| Pershing Square | 5.6%$1.1bn | New |
| Weitz Investment Management | 5.2%$74.7m | Trimmed -1.1% |
| Polen Capital Management | 5.0%$587m | Trimmed -26% |
| Fundsmith | 4.7%$639m | New |
| Jensen Investment Management | 4.3%$179m | Trimmed -29% |
| AKO Capital | 2.3%$97.6m | Added +22% |
| Troy Asset Management | 2.0%$71.2m | Added +8.0% |
| Markel Group | 0.8%$107m | Unchanged |
| Giverny Capital | 0.5%$14.8m | Added +2.7% |
| Horizon Kinetics | 0.1%$9.1m | Trimmed -9.4% |
| Harris Associates (Oakmark) | 0.1%$51.9m | Trimmed -15% |
| Yacktman Asset Management | 0.1%$6.0m | Unchanged |
| Semper Augustus | 0.0%$338k | Unchanged |
| Brave Warrior Advisors | 0.0%$602k | Added +178% |
| Mairs & Power | 0.0%$203k | Trimmed -24% |
Directors buying and selling
How this works
| Bought or sold | ||||
|---|---|---|---|---|
| 16 Oct 2026 | Ling HaiChief Financial Officer | ▼ Sold | 4,317 | $2.7m |
| 12 Oct 2026 | Genachowski JuliusDirector | ▼ Sold | 370 | $218k |
| 9 Oct 2026 | Genachowski JuliusDirector | ▼ Sold | 370 | $216k |
| 9 Oct 2026 | Genachowski JuliusDirector | ▼ Sold | 1 | $1k |
| 2 Sep 2026 | Sachin J. MehraChief Business Officer | ▼ Sold | 3,266 | $1.9m |
| 31 Aug 2026 | Kirkpatrick Linda PistecchiaChief Services Officer | ▼ Sold | 923 | $548k |
| 20 Aug 2026 | Sachin J. MehraChief Business Officer | ▼ Sold | 1,000 | $572k |
| 19 Aug 2026 | Sachin J. MehraChief Business Officer | ▼ Sold | 1,280 | $738k |
| 19 Aug 2026 | Sachin J. MehraChief Business Officer | ▼ Sold | 1,168 | $672k |
| 19 Aug 2026 | Sachin J. MehraChief Business Officer | ▼ Sold | 1,150 | $661k |
| 19 Aug 2026 | Sachin J. MehraChief Business Officer | ▼ Sold | 966 | $554k |
| 19 Aug 2026 | Sachin J. MehraChief Business Officer | ▼ Sold | 840 | $489k |
| 19 Aug 2026 | Sachin J. MehraChief Business Officer | ▼ Sold | 732 | $425k |
| 19 Aug 2026 | Sachin J. MehraChief Business Officer | ▼ Sold | 628 | $363k |
| 19 Aug 2026 | Sachin J. MehraChief Business Officer | ▼ Sold | 400 | $232k |
| 19 Aug 2026 | Sachin J. MehraChief Business Officer | ▼ Sold | 160 | $93k |
| 19 Aug 2026 | Sachin J. MehraChief Business Officer | ▼ Sold | 120 | $69k |
| 17 Aug 2026 | Kirkpatrick Linda PistecchiaChief Services Officer | ▼ Sold | 1,191 | $673k |
| 5 Aug 2026 | Miebach MichaelPresident & CEO | ▼ Sold | 15,372 | $8.8m |
| 5 Aug 2026 | Sachin J. MehraChief Business Officer | ▼ Sold | 880 | $503k |
About the company
- Sector
- Financials · Services-Business Services, Nec
- Incorporated in
- Delaware
- Financial year ends
- 31 December
- SEC filings
- Annual reports and other filings on EDGAR
Revenue and profit
$8.3bn2013
$9.7bn2015
$12bn2017
$25bn2019
$30bn2021
$25bn2023
$33bn2025
| Year | Revenue | Net income |
|---|---|---|
| 2025 | $33bn | $15bn |
| 2024 | $28bn | $13bn |
| 2023 | $25bn | $11bn |
| 2022 | $22bn | $9.9bn |
| 2021 | $30bn | $8.7bn |
| 2020 | $24bn | – |
| 2019 | $25bn | – |
| 2018 | $22bn | – |
| 2017 | $12bn | – |
| 2016 | $11bn | – |
| 2015 | $9.7bn | – |
| 2014 | $9.5bn | – |
| 2013 | $8.3bn | $3.1bn |
In fund portfolios
| Akre Focus ETFAkre Capital Management | 14.2% |
| Vulcan Value Partners FundVulcan Value Partners | 6.6% |
| Weitz Large Cap Equity FundWeitz Investment Management | 5.0% |
| Jensen Quality Growth FundJensen Investment Management | 4.9% |
| Polen Global Growth FundPolen Capital Management | 4.8% |
| Weitz Partners Value FundWeitz Investment Management | 4.7% |
| Weitz Partners III Opportunity FundWeitz Investment Management | 4.6% |
| Fundsmith Equity ETFFundsmith | 4.0% |