Manning & Napier Group’s MA Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2015
+2.25 M Shares
Current Position
398,259 Shares
$226.53 M Value

Manning & Napier Group's MA Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 398,259 shares of Mastercard Incorporated (MA) worth $226.53 M, representing 2.89% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Manning & Napier Group has maintained a long-term strategic position in MA, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 2.25 M shares. Largest reduction occurred in Q2 2017, reducing 1.61 M shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's Mastercard Incorporated (MA) Holding Value Over Time

Track share changes against reported price movement

Quarterly Mastercard Incorporated (MA) Trades by Manning & Napier Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +6,980 Add 0.00% 6,970 $57.39
Q3 2013 +19,830 Add 284.51% 26,800 $67.28
Q4 2013 +69,000 Add 257.46% 95,800 $83.54
Q1 2014 -9,810 Reduce 10.24% 85,990 $74.69
Q2 2014 +2.17 M Add 2525.70% 2.26 M $73.47
Q3 2014 +709,759 Add 31.44% 2.97 M $73.92
Q4 2014 -95,303 Reduce 3.21% 2.87 M $86.16
Q1 2015 +342,453 Add 11.92% 3.21 M $86.39
Q2 2015 +2.25 M Add 70.14% 5.47 M $93.48
Q3 2015 -145,020 Reduce 2.65% 5.32 M $90.12
Q4 2015 -495,621 Reduce 9.31% 4.83 M $97.36
Q1 2016 -135,506 Reduce 2.81% 4.69 M $94.50
Q2 2016 -209,474 Reduce 4.46% 4.48 M $88.06
Q3 2016 -286,012 Reduce 6.38% 4.2 M $101.77
Q4 2016 -269,487 Reduce 6.42% 3.93 M $103.25
Q1 2017 -704,246 Reduce 17.93% 3.22 M $112.47
Q2 2017 -1.61 M Reduce 50.05% 1.61 M $121.45
Q3 2017 -130,808 Reduce 8.12% 1.48 M $141.20
Q4 2017 +1.34 M Add 0.00% 1.34 M $151.36
Q1 2018 -167,602 Reduce 12.49% 1.17 M $175.16
Q2 2018 -12,460 Reduce 1.06% 1.16 M $196.52
Q3 2018 -30,084 Reduce 2.59% 1.13 M $222.61
Q4 2018 +40,428 Add 3.57% 1.17 M $188.65
Q1 2019 -79,741 Reduce 6.80% 1.09 M $235.45
Q2 2019 -55,329 Reduce 5.06% 1.04 M $264.53
Q3 2019 -188,580 Reduce 18.18% 848,479 $271.57
Q4 2019 -24,770 Reduce 2.92% 823,709 $298.59
Q1 2020 +202,477 Add 24.58% 1.03 M $241.56
Q2 2020 -44,551 Reduce 4.34% 981,635 $295.70
Q3 2020 -147,808 Reduce 15.06% 833,827 $338.17
Q4 2020 -160,266 Reduce 19.22% 673,561 $356.94
Q1 2021 +20,746 Add 3.08% 694,307 $356.05
Q2 2021 -10,073 Reduce 1.45% 684,234 $365.09
Q3 2021 +2,000 Add 0.29% 686,234 $347.68
Q4 2021 +37,015 Add 5.39% 723,249 $359.32
Q1 2022 -14,870 Reduce 2.06% 708,379 $357.38
Q2 2022 -27,367 Reduce 3.86% 681,012 $315.48
Q3 2022 -13,802 Reduce 2.03% 667,210 $284.34
Q4 2022 -13,164 Reduce 1.97% 654,046 $347.73
Q1 2023 -4,782 Reduce 0.73% 649,264 $363.41
Q2 2023 -3,472 Reduce 0.53% 645,792 $393.30
Q3 2023 -13,404 Reduce 2.08% 632,388 $395.91
Q4 2023 -10,354 Reduce 1.64% 622,034 $426.51
Q1 2024 -19,978 Reduce 3.21% 602,056 $481.57
Q2 2024 +587,250 Add 0.00% 587,249 $441.16
Q3 2024 -4,862 Reduce 0.83% 582,387 $493.80
Q4 2024 -34,619 Reduce 5.94% 547,768 $526.57
Q1 2025 -106,272 Reduce 19.40% 441,496 $548.12
Q2 2025 -24,272 Reduce 5.50% 417,224 $561.94
Q3 2025 -18,965 Reduce 4.55% 398,259 $568.81

Manning & Napier Group's Mastercard Incorporated Investment FAQs

Manning & Napier Group first purchased Mastercard Incorporated (MA) in Q2 2013, acquiring 6,970 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held Mastercard Incorporated (MA) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group's largest addition to Mastercard Incorporated (MA) was in Q2 2015, adding 5,469,570 shares worth $511.29 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 398,259 shares of Mastercard Incorporated (MA), valued at approximately $226.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Mastercard Incorporated (MA) represents approximately 2.89% of Manning & Napier Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group's peak holding in Mastercard Incorporated (MA) was 5,469,570 shares, as reported at the end of Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.