Guru Ownership Trend
Guru Analysis for Mastercard Incorporated (MA)
Mastercard Incorporated (MA), a key player in the Financials sector, continues to attract institutional attention.
As of Q1 2026, a total of 27 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $6.65 B.
Top institutional holders include Ken Fisher and Chuck Akre.
Notably, Dev Kantesaria has expressed high conviction in this stock, allocating 22.02% of their equity portfolio to it.
Institutional sentiment is currently Bearish. This is evidenced by a $2.19 B net outflow during the quarter.
Recent activity highlights Jeremy Grantham who dramatically increased their stake. Conversely, Steve Mandel reduced exposure by 40.6%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Mastercard Incorporated (MA)
Major holders include Ken Fisher ($2.2 B), Chuck Akre ($1.14 B), Tom Russo ($777.04 M). According to the latest reported data, 27 tracked investment managers collectively hold approximately 13.55 M shares.
According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $2.19 B, with 12 managers increasing positions and 13 managers reducing holdings.
During the most recent reporting period, 11 managers trimmed their positions, while 2 fully exited MA. The total reported sell value was $2.93 B.
Yes, 3 managers opened new positions in MA, and 9 increased their existing holdings. The total reported buy value was $735.31 M.
