Portfolio manager	Activity	Share change	% portfolio
Chuck AkreTier 1 Akre Capital Management Adding to Mastercard — long-time core.	Add 4.00%	+250K	17.80%
François RochonTier 1 Giverny Capital Adding to 17-year Mastercard position.	Add 6.00%	+12K	11.20%
Stephen MandelTier 1 Lone Pine Capital	Buy (new)	+96K	0.40%
Polen CapitalElite Polen Capital Management	Reduce 22.00%	-610K	5.20%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 6.00%	-96K	0.70%

Q3 2025(4 moves)

Portfolio manager	Activity	Share change	% portfolio
Chuck AkreTier 1 Akre Capital Management Akre core position add.	Add 5.00%	+180K	17.40%
François RochonTier 1 Giverny Capital Mastercard add.	Add 4.00%	+8K	10.60%
Terry SmithTier 1 Fundsmith	Sell (exit)	-28K	0.00%
Polen CapitalElite Polen Capital Management	Reduce 8.00%	-251K	5.10%

Q2 2025(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 34.00%	+320K	0.80%
Terry SmithTier 1 Fundsmith	Reduce 44.00%	-22K	0.10%
Polen CapitalElite Polen Capital Management	Reduce 7.00%	-219K	5.20%

Q1 2025(5 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 22.00%	+167K	0.70%
Chuck AkreTier 1 Akre Capital Management	Reduce 10.00%	-373K	17.60%
Terry SmithTier 1 Fundsmith	Reduce 23.00%	-15K	0.10%
Polen CapitalElite Polen Capital Management	Reduce 8.00%	-281K	5.50%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 9.00%	-166K	0.80%

Q4 2024(5 moves)

Portfolio manager	Activity	Share change	% portfolio
Chuck AkreTier 1 Akre Capital Management Mastercard core add.	Add 5.00%	+290K	17.50%
Terry SmithTier 1 Fundsmith Mastercard add.	Add 5.00%	+170K	9.60%
Joel GreenblattElite Gotham Asset Management	Reduce 8.00%	-68K	0.70%
Polen CapitalElite Polen Capital Management	Reduce 9.00%	-341K	5.00%
Tom SlaterElite Baillie Gifford (Long Term Global Growth)	Reduce 13.00%	-264K	0.70%

Q3 2024(6 moves)

Portfolio manager	Activity	Share change	% portfolio
Chuck AkreTier 1 Akre Capital Management Mastercard core.	Add 4.00%	+230K	17.00%
François RochonTier 1 Giverny Capital	Add 10.00%	+2K	0.50%
Joel GreenblattElite Gotham Asset Management	Add 16.00%	+117K	0.80%
Glenn Greenberg Brave Warrior Advisors	Buy (new)	+422	0.00%
Stephen MandelTier 1 Lone Pine Capital	Sell (exit)	-1.04M	0.00%
Polen CapitalElite Polen Capital Management	Reduce 10.00%	-407K	4.90%

Q1 2024(1 move)

Portfolio manager	Activity	Share change	% portfolio
Chuck AkreTier 1 Akre Capital Management Mastercard add.	Add 3.00%	+175K	16.50%

Insider activity

SEC Form 4 filings — when CEOs, CFOs, and 10%+ owners buy or sell their own stock.

Insider activity (Form 4)

0 buys · 1 sell from corporate insiders

Net: INSIDER SELLING

Insider	Action	Shares	Value	Date
Michael Miebach CEO 10b5-1 plan.	sell	8,500	$4.46M	Jan 18, 2026

Buyback program

Tracked SEC disclosures — how aggressively Mastercard Incorporated repurchases its own stock.

See full buyback dossier → 10-K source cited

ETF holders

Tracked US ETFs with MA in their top-10 holdings.

ETF	% Fund	AUM	Category
XLF Financial Select Sector SPDR Fund	6.20%	$52B	Sector
JEPI JPMorgan Equity Premium Income ETF	1.50%	$42B	Income

Latest news

Recent headlines for MA.

Hedge funds holding MA

6 superinvestors hold Mastercard as a top position. Sorted by % of portfolio.

Manager	% Portfolio
Chuck Akre Largest position. Held since 2010. Core compounder.	17.8%
François Rochon Top conviction. 17-year hold.	11.2%
Dev Kantesaria Other payment network.	11.2%
Terry Smith Payment network compounder.	9.8%
Polen Capital Payment network.	5.6%
Andreas Halvorsen The other payment network.	3.7%

Dividend tax by country

What will you keep of every $100 in MA dividend?

Your country of residenceCompany is domiciled inGross dividend (example)

Withholding rate

Domestic (no cross-border)

Tax withheld

$0.00

You'd receive

$1000.00

Of $1000 gross

Source & treaty reference

Treaty: Domestic — no cross-border withholding

Citation: IRC §§ 1441–1446 (withholding applies to foreign persons; US residents not subject to WHT on US-source dividends)

U.S. residents receiving U.S.-source dividends: no cross-border withholding; taxed on return at qualified (0/15/20%) or ordinary rates.

Estimates for educational purposes only. Tax rules change; consult a qualified tax professional for your specific situation. Dividend-tax treatment depends on holding period, account type (taxable vs. retirement), investor type (individual vs. pension vs. mutual fund), limitation-on-benefits tests, and other factors not modeled here.

Full dividend-tax rules for United States investors →

Get alerts when they buy or sell MA

One email per 13F filing — you'll know within hours if any tracked manager moves on MA.

Related smart-money signals

Derived from the same 13F filings

Same sector · Financials

Top conviction in this sector

All Financials names →

Same owners hold these

Tickers owned by ≥2 of MA's holders

Full overlap matrix →

Frequently asked questions

Who owns MA?

6 tracked superinvestors hold Mastercard (MA) as a top position based on the latest SEC 13F filings. Largest tracked holder: Chuck Akre at 17.8% of portfolio. Full ranking by % of portfolio shown in the table below.

How many hedge funds hold MA?

6 of HoldLens's tracked superinvestors hold MA according to the latest SEC 13F filings. The sum of conviction across those holders is 59% (sum of each manager's % of portfolio in MA).

Who is the biggest hedge-fund holder of MA?

Among HoldLens's tracked superinvestors, Chuck Akre holds the largest MA position at 17.8% of portfolio. Largest position. Held since 2010. Core compounder.

What sector is MA?

Mastercard (MA) is classified as Financials. Smart-money activity, insider trades (SEC Form 4), buybacks, short interest, congressional trades, and ETF ownership for MA are all aggregated on this page.

Data sourced from SEC 13F filings. MA ownership reflects publicly disclosed long positions only. Not investment advice.