Follow-The-Filings

Security · featured owners

MA Mastercard Incorporated

Financials CL A Equity as of 2026 Q2 among managers we track

  • 30 Owners
  • #11
  • Max 20.0%
  • Master 0.51%
  • $8.8B
  • 2 new 7 add 14 reduce 2 exits

Who owns this now

Largest portfolio weights among featured holders · max 20.0% (Chuck Akre - Akre Capital Management) · not free-float ownership

  1. Chuck Akre reduce 20.0%
  2. Dev Kantesaria reduce 17.6%
  3. Guy Spier 14.3%
  4. Altarock Partners add 9.3%
  5. Thomas Russo reduce 8.8%
  6. Triple Frond Partners 8.0%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Eric Mandelblatt - Soroban Capital Partners 2026 Q2 2.7% Add +1.9% 2,512,516 $1.3B history
Lewis Sanders - Sanders Capital 2026 Q2 1.2% Reduce −1.3% 2,330,359 $1.2B history
Bill Ackman - Pershing Square 2026 Q2 5.6% New 5.6% 2,124,646 $1.1B history
Chuck Akre - Akre Capital Management 2026 Q2 20.0% Reduce −12.8% 1,989,906 $1B history
Thomas Russo - Gardner Russo & Quinn 2026 Q2 8.8% Reduce −2.1% 1,522,395 $782M history
Terry Smith - Fundsmith 2026 Q2 4.7% New 4.7% 1,245,051 $639M history
Polen Capital Management 2026 Q2 5.1% Reduce −25.9% 1,141,958 $587M history
Dev Kantesaria - Valley Forge Capital Management 2026 Q2 17.6% Reduce −28.3% 1,065,934 $547M history
Altarock Partners 2026 Q2 9.3% Add +46.2% 764,507 $393M history
Vulcan Value Partners 2026 Q2 7.9% Add +31.3% 502,961 $258M history
John Armitage - Egerton Capital (UK) 2026 Q2 1.8% Reduce −20.9% 363,490 $187M history
Jensen Investment Management 2026 Q2 4.3% Reduce −29.2% 347,714 $179M history
Thomas Gayner - Markel Group 2026 Q2 0.81% Hold 207,540 $107M history
Ako Capital 2026 Q2 2.3% Add +22.1% 189,941 $98M history
Triple Frond Partners 2026 Q2 8.0% Hold 175,472 $90M history
Wallace Weitz - Weitz Investment Management 2026 Q2 5.2% Reduce −1.1% 145,350 $75M history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 0.07% Reduce −14.9% 100,993 $52M history
Gavin Baker - Atreides Management 2026 Q2 0.34% Add +88.8% 93,629 $48M history
Ron Baron - Bamco Inc. (Baron Capital) 2026 Q2 0.06% Reduce −0.1% 79,709 $41M history
Guy Spier - Aquamarine Zurich AG 2026 Q2 14.3% Hold 40,000 $21M history
George Soros - Soros Fund Management 2026 Q2 0.19% Hold 30,452 $16M history
Francois Rochon - Giverny Capital 2026 Q2 0.50% Add +2.7% 28,816 $15M history
Davidson Kempner Capital Management 2026 Q2 0.15% Reduce −61.5% 25,000 $13M history
Murray Stahl - Horizon Kinetics Asset Management 2026 Q2 0.10% Reduce −9.4% 17,681 $9M history
Don Yacktman - Yacktman Asset Management 2026 Q2 0.07% Hold 11,670 $6M history
Nehal Chopra - Ratan Capital Management 2026 Q2 0.51% Hold 3,100 $2M history
Arnold Van Den Berg - Van Den Berg Management I 2026 Q2 0.17% Reduce −2.2% 1,553 $798K history
Glenn Greenberg - Brave Warrior Advisors 2026 Q2 0.01% Add +177.7% 1,172 $602K history
Christopher Bloomstran - Semper Augustus Investments Group 2026 Q2 0.04% Hold 658 $338K history
Mairs & Power 2026 Q2 <0.01% Reduce −24.0% 395 $203K history
Farallon Capital Management exited 2026 Q2 last 2026 Q1 1.2% Exit −1.24 pp 435,071 $217M history
Stephen Mandel - Lone Pine Capital exited 2026 Q2 last 2026 Q1 0.23% Exit −0.23 pp 57,201 $29M history

SEC filings

Recent issuer filings from EDGAR · 12 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
10-Q
8-K 2.02,9.01
8-K 5.07
8-K 8.01,9.01
424B2
424B2
8-K 5.02,9.01
DEFA14A
8-K 5.02,9.01
8-K 2.02,9.01
10-Q
DEFA14A

Insider forms

Form 3 / 4 / 5 from EDGAR · 13 rows shown

Filed Form Detail Links
4 Period Sep 2, 2026
4 Period Aug 31, 2026
4 Period Aug 19, 2026
4 Period Aug 17, 2026
4 Period Aug 5, 2026 · 2 forms
4 Period Aug 3, 2026 · 3 forms
4 Period Jul 31, 2026
4 Period Jul 14, 2026
4 Period Jul 15, 2026
4 Period Jul 6, 2026
4 Period Jul 1, 2026 · 2 forms
4 Period Jun 21, 2026
4 Period Jun 16, 2026 · 9 forms

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets $18.96B $19.72B $23.56B
Total non-current assets * $23.49B $28.36B $30.6B
Total assets $42.45B $48.08B $54.16B
Total current liabilities $16.26B $19.22B $22.76B
Total non-current liabilities * $19.19B $22.35B $23.65B
Total equity $6.93B $6.48B $7.74B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations $11.98B $14.78B $17.65B
Cash from investing -$1.35B -$3.4B -$1.36B
Cash from financing -$9.49B -$10.84B -$14.18B
Net change in cash $1.27B $0.343B $2.44B

ownership over time

filing count by report period · click a bar for that quarter’s holders