Fintel reports that on April 22, 2026, BMO Capital initiated coverage of Mastercard (SWX:MA) with a Outperform recommendation.

What is the Fund Sentiment?

There are 3,694 funds or institutions reporting positions in Mastercard. This is an decrease of 1,441 owner(s) or 28.06% in the last quarter. Average portfolio weight of all funds dedicated to MA is 0.75%, an increase of 27.01%. Total shares owned by institutions decreased in the last three months by 7.24% to 841,379K shares.

What are Other Shareholders Doing?

J. Stern & Co. LLP holds 72,597K shares representing 8.20% ownership of the company. In its prior filing, the firm reported owning 135K shares , representing an increase of 99.81%. The firm increased its portfolio allocation in MA by 6.20% over the last quarter.

Mastercard Foundation Asset Management holds 65,235K shares representing 7.37% ownership of the company. In its prior filing, the firm reported owning 70,122K shares , representing a decrease of 7.49%. The firm decreased its portfolio allocation in MA by 0.57% over the last quarter.

Jpmorgan Chase holds 31,214K shares representing 3.53% ownership of the company. In its prior filing, the firm reported owning 31,405K shares , representing a decrease of 0.61%. The firm increased its portfolio allocation in MA by 4.53% over the last quarter.

Geode Capital Management holds 20,687K shares representing 2.34% ownership of the company. In its prior filing, the firm reported owning 20,337K shares , representing an increase of 1.69%. The firm decreased its portfolio allocation in MA by 1.23% over the last quarter.

Price T Rowe Associates holds 19,041K shares representing 2.15% ownership of the company. In its prior filing, the firm reported owning 19,884K shares , representing a decrease of 4.42%. The firm decreased its portfolio allocation in MA by 50.69% over the last quarter.