MA · News · 20260813N

Institutional Stake Change

Mastercard Inc · 2026-08-13 · Importance 17 · Surprise 24

Pershing Square, Bill Ackman’s investment firm, added Mastercard to its portfolio in the first half of 2026. Mastercard was one of six new holdings announced on August 13, alongside Netflix, Visa, Alcon, Intercontinental Exchange, and S&P Global. The reporting did not disclose the size or purchase value of Pershing Square’s Mastercard position, but characterized the move as part of the firm’s largest portfolio overhaul in years.

Key facts

• Bill Ackman unveiled six new holdings including Mastercard. source
• Bill Ackman repurchased shares in Mastercard in his recent set of purchases that also included Netflix, Visa, Alcon, Intercontinental Exchange, and S&P Global. source
• Mastercard was one of five other companies added by Pershing Square in the first half of 2026 alongside Netflix, Visa, S&P Global, Intercontinental Exchange, and Alcon AG. source
• Mastercard (MA) rose about 0.1% Thursday morning after Pershing Square revealed a new position. source