Mastercard Incorporated
MX ˙ BMV ˙ US57636Q1040
SecurityMX:MA / Mastercard Incorporated
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership60,415 shares
Latest Disclosed Value $ 30,186,988
Atwood & Palmer Inc reports 0.99% increase in ownership of MA / Mastercard Incorporated

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 60,415 shares of Mastercard Incorporated (MX:MA) valued at $30,186,988 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 59,825 shares of Mastercard Incorporated. This represents a change in shares of 0.99% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F MASTERCARD COM 57636Q104 60,415 590 0.99 30,187 -11.61 1.7035
2026-01-28 2025-12-31 13F MASTERCARD COM 57636Q104 59,825 -593 -0.98 34,153 -0.62 1.9408
2025-10-15 2025-09-30 13F MASTERCARD COM 57636Q104 60,418 -165 -0.27 34,367 0.95 2.0187
2025-07-08 2025-06-30 13F MASTERCARD COM 57636Q104 60,583 -336 -0.55 34,044 1.96 2.1282
2025-04-15 2025-03-31 13F MASTERCARD COM 57636Q104 60,919 -3,002 -4.70 33,391 -0.80 2.3161
2025-01-16 2024-12-31 13F MASTERCARD COM 57636Q104 63,921 -233 -0.36 33,659 6.25 2.3064
2024-10-07 2024-09-30 13F MASTERCARD COM 57636Q104 64,154 628 0.99 31,679 13.04 2.1535
2024-07-10 2024-06-30 13F MASTERCARD COM 57636Q104 63,526 -262 -0.41 28,025 -8.77 2.1230
2024-04-10 2024-03-31 13F MASTERCARD COM 57636Q104 63,788 -282 -0.44 30,718 12.41 2.3308
2024-01-12 2023-12-31 13F MASTERCARD CL A 57636Q104 64,070 -583 -0.90 27,326 6.76 2.2080
2023-10-20 2023-09-30 13F MASTERCARD COM 57636Q104 64,653 -2,008 -3.01 25,597 -2.37 2.2437
2023-07-18 2023-06-30 13F MASTERCARD COM 57636Q104 66,661 267 0.40 26,218 8.66 2.3448
2023-04-21 2023-03-31 13F MASTERCARD COM 57636Q104 66,394 -40 -0.06 24,128 4.45 2.2685
2023-01-31 2022-12-31 13F MASTERCARD COM 57636Q104 66,434 308 0.47 23,101 22.86 2.0875
2022-10-12 2022-09-30 13F MASTERCARD COM 57636Q104 66,126 716 1.09 18,802 -8.89 1.8633
2022-07-21 2022-06-30 13F MASTERCARD COM 57636Q104 65,410 -13,900 -17.53 20,636 -27.19 2.0100
2022-04-29 2022-03-31 13F MASTERCARD COM 57636Q104 79,310 -1,830 -2.26 28,344 -2.78 2.4473
2022-01-24 2021-12-31 13F MASTERCARD COM 57636Q104 81,140 -208 -0.26 29,155 3.08 2.4402
2021-10-29 2021-09-30 13F/A-1 MASTERCARD COM 57636Q104 81,348 -194 -0.24 28,283 -4.99 2.5240
2021-10-19 2021-09-30 13F MASTERCARD COM 57636Q104 81,348 -194 28,283 2.5239
2021-07-26 2021-06-30 13F MASTERCARD COM 57636Q104 81,542 -17 -0.02 29,770 2.52 2.6749
2021-04-26 2021-03-31 13F MASTERCARD COM 57636Q104 81,559 -475 -0.58 29,039 -0.83 2.7943
2021-02-04 2020-12-31 13F MASTERCARD COM 57636Q104 82,034 -1,284 -1.54 29,281 3.92 3.1437
2020-10-28 2020-09-30 13F MASTERCARD COM 57636Q104 83,318 -477 -0.57 28,176 13.71 3.5481
2020-07-24 2020-06-30 13F MASTERCARD COM 57636Q104 83,795 -330 -0.39 24,778 21.93 3.3491
2020-04-20 2020-03-31 13F MASTERCARD COM 57636Q104 84,125 277 0.33 20,321 -18.83 3.1915
2020-02-05 2019-12-31 13F MASTERCARD COM 57636Q104 83,848 -2,773 -3.20 25,036 6.43 3.2180
2019-10-21 2019-09-30 13F MASTERCARD COM 57636Q104 86,621 -3,902 -4.31 23,524 -1.76 3.1703
2019-07-17 2019-06-30 13F MASTERCARD COM 57636Q104 90,523 -5,228 -5.46 23,946 6.21 3.2341
2019-04-23 2019-03-31 13F MASTERCARD COM 57636Q104 95,751 -205 -0.21 22,545 24.54 3.1920
2019-02-01 2018-12-31 13F MASTERCARD COM 57636Q104 95,956 -63,579 -39.85 18,102 -49.03 2.8758
2018-10-29 2018-09-30 13F MASTERCARD COM 57636Q104 159,535 -533 -0.33 35,514 12.90 4.6352
2018-07-19 2018-06-30 13F MASTERCARD COM 57636Q104 160,068 -2,963 -1.82 31,456 10.15 4.3171
2018-04-30 2018-03-31 13F MASTERCARD COM 57636Q104 163,031 -6,326 -3.74 28,557 11.40 4.0708
2018-02-08 2017-12-31 13F MASTERCARD COM 57636Q104 169,357 -819 -0.48 25,634 6.68 3.5961
2017-10-16 2017-09-30 13F MASTERCARD COM 57636Q104 170,176 -13,078 -7.14 24,029 7.97 3.4790
2017-08-08 2017-06-30 13F MASTERCARD CL A 57636Q104 183,254 302 0.17 22,256 8.16 3.4916
2017-04-28 2017-03-31 13F MASTERCARD COM 57636Q104 182,952 -7,929 -4.15 20,577 4.41 3.2891
2017-02-06 2016-12-31 13F MASTERCARD COM 57636Q104 190,881 978 0.51 19,708 1.98 3.5456
2016-11-08 2016-09-30 13F MASTERCARD COM 57636Q104 189,903 -1,348 -0.70 19,326 14.75 3.5102
2016-07-21 2016-06-30 13F MASTERCARD COM 57636Q104 191,251 2,389 1.26 16,842 -5.63 3.0440
2016-04-28 2016-03-31 13F MASTERCARD COM 57636Q104 188,862 21,222 12.66 17,847 9.35 3.1729
2016-01-28 2015-12-31 13F MASTERCARD COM 57636Q104 167,640 1,490 0.90 16,321 9.00 3.0983
2015-11-12 2015-09-30 13F MASTERCARD COM 57636Q104 166,150 26,608 19.07 14,973 14.79 2.9228
2015-07-31 2015-06-30 13F MASTERCARD COM 57636Q104 139,542 511 0.37 13,044 8.60 2.3449
2015-05-05 2015-03-31 13F MASTERCARD COM 57636Q104 139,031 -2,825 -1.99 12,011 -1.73 2.1437
2015-02-17 2014-12-31 13F MASTERCARD COM 57636Q104 141,856 -74 -0.05 12,223 18.43 2.2815
2014-12-02 2014-09-30 13F/A-1 MASTERCARD COM 57636Q104 141,930 38,251 36.89 10,321 35.50 1.9494
2014-11-12 2014-09-30 13F MASTERCARD COM 57636Q104 141,930 38,251 10,321 1.8908
2014-08-11 2014-06-30 13F MASTERCARD COM 57636Q104 103,679 -35,697 -25.61 7,617 -26.84 2.0320
2014-04-11 2014-03-31 13F Mastercard COM 57636Q104 139,376 126,084 948.57 10,411 -6.25 2.4355
2014-01-17 2013-12-31 13F Mastercard COM 57636Q104 13,292 692 5.49 11,105 31.00 2.7399
2013-10-09 2013-09-30 13F Mastercard COM 57636Q104 12,600 135 1.08 8,477 18.38 2.3392
2013-07-18 2013-06-30 13F Mastercard COM 57636Q104 12,465 12,465 7,161 1.9370
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.