Jeremy Grantham's MA Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 950,785 shares of Mastercard Incorporated (MA) worth $475.07 M, representing 1.22% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 35 quarters.
Based on 13F filings, Jeremy Grantham has maintained a strategic position in MA, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2026, adding 948,352 shares. Largest reduction occurred in Q3 2013, reducing 1.85 M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Mastercard Incorporated (MA) Holding Value Over Time
Track share changes against reported price movement
Quarterly Mastercard Incorporated (MA) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +948,352 | Add 38978.71% | 950,785 | $499.66 |
| Q3 2025 | +131 | Add 5.69% | 2,433 | $568.81 |
| Q2 2025 | -121 | Reduce 4.99% | 2,302 | $561.94 |
| Q1 2025 | -35 | Reduce 1.42% | 2,423 | $548.12 |
| Q4 2024 | -105 | Reduce 4.10% | 2,458 | $526.53 |
| Q3 2024 | +2,563 | New Buy | 2,563 | $493.80 |
| Q1 2020 | -504,091 | Sold Out | 0 | $0.00 |
| Q4 2019 | +126,776 | Add 33.60% | 504,091 | $298.59 |
| Q3 2019 | +6,945 | Add 1.88% | 377,315 | $271.57 |
| Q2 2019 | -24,826 | Reduce 6.28% | 370,370 | $264.53 |
| Q1 2019 | -72,037 | Reduce 15.42% | 395,196 | $235.45 |
| Q4 2018 | -183,733 | Reduce 28.22% | 467,233 | $188.65 |
| Q3 2018 | -64,674 | Reduce 9.04% | 650,966 | $222.61 |
| Q2 2018 | -429,145 | Reduce 37.49% | 715,640 | $196.52 |
| Q1 2018 | +151,300 | Add 15.23% | 1.14 M | $175.16 |
| Q4 2017 | -6,549 | Reduce 0.65% | 993,485 | $151.36 |
| Q3 2017 | -61,374 | Reduce 5.78% | 1 M | $141.20 |
| Q2 2017 | +27,529 | Add 2.66% | 1.06 M | $121.45 |
| Q1 2017 | -29,698 | Reduce 2.79% | 1.03 M | $112.47 |
| Q4 2016 | -38,907 | Reduce 3.53% | 1.06 M | $103.25 |
| Q3 2016 | +444,386 | Add 67.53% | 1.1 M | $101.77 |
| Q2 2016 | +118,149 | Add 21.88% | 658,098 | $88.06 |
| Q1 2016 | -28,335 | Reduce 4.99% | 539,949 | $94.50 |
| Q4 2015 | -101,681 | Reduce 15.18% | 568,284 | $97.36 |
| Q3 2015 | -586,616 | Reduce 46.68% | 669,965 | $90.12 |
| Q2 2015 | -1.35 M | Reduce 51.75% | 1.26 M | $93.48 |
| Q1 2015 | -119,188 | Reduce 4.38% | 2.6 M | $86.39 |
| Q4 2014 | -416,149 | Reduce 13.26% | 2.72 M | $86.16 |
| Q3 2014 | +290,000 | Add 10.18% | 3.14 M | $73.92 |
| Q2 2014 | +845,197 | Add 42.17% | 2.85 M | $73.47 |
| Q1 2014 | -416,989 | Reduce 17.22% | 2 M | $74.70 |
| Q4 2013 | -648,480 | Reduce 21.13% | 2.42 M | $83.55 |
| Q3 2013 | -1.85 M | Reduce 37.56% | 3.07 M | $67.28 |
| Q2 2013 | +4.92 M | Add 0.00% | 4.92 M | $57.45 |
Jeremy Grantham's Mastercard Incorporated Investment FAQs
Jeremy Grantham first purchased Mastercard Incorporated (MA) in Q2 2013, acquiring 4,916,490 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Mastercard Incorporated (MA) for 35 quarters since Q2 2013.
Jeremy Grantham's largest addition to Mastercard Incorporated (MA) was in Q2 2013, adding 4,916,490 shares worth $282.45 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 950,785 shares of Mastercard Incorporated (MA), valued at approximately $475.07 M.
As of the Q1 2026 filing, Mastercard Incorporated (MA) represents approximately 1.22% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in Mastercard Incorporated (MA) was 4,916,490 shares, as reported at the end of Q2 2013.