SEC 13F Intelligence

Schwartz Investment Counsel Inc / MA

Schwartz Investment Counsel Inc’s Mastercard Incorporated Position

Does Schwartz Investment Counsel Inc own Mastercard Incorporated (MA)? Yes183.5K shares worth $92M (+3.26% of its 13F portfolio) as of Q1 2026, down from 227.5K shares the prior filed quarter.

Position Value
$92M
Q1 2026
Shares
183.5K
% of Portfolio
+3.26%
Quarters Held
30
currently held

Position History MA

Reported value by quarter
Q4 ’18: $29MQ4 ’18Q1 ’19: $37MQ2 ’19: $41MQ3 ’19: $42MQ4 ’19: $46MQ4 ’19Q1 ’20: $38MQ2 ’20: $47MQ3 ’20: $54MQ4 ’20: $58MQ4 ’20Q1 ’21: $57MQ2 ’21: $59MQ3 ’21: $56MQ4 ’21: $57MQ4 ’21Q1 ’22: $57MQ2 ’22: $49MQ3 ’22: $68MQ4 ’22: $84MQ4 ’22Q1 ’23: $88MQ2 ’23: $96MQ3 ’23: $96MQ4 ’23: $104MQ4 ’23Q1 ’24: $117MQ2 ’24: $107MQ3 ’24: $120MQ4 ’24: $128MQ4 ’24Q1 ’25: $133MQ2 ’25: $131MQ3 ’25: $129MQ4 ’25: $130MQ4 ’25Q1 ’26: $92Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026183.5K$92M+3.26%
Q4 2025227.5K$130M+4.54%
Q3 2025227.6K$129M+4.34%
Q2 2025232.6K$131M+4.31%
Q1 2025242.6K$133M+4.57%
Q4 2024242.6K$128M+4.60%
Q3 2024242.6K$120M+4.26%
Q2 2024242.6K$107M+3.96%
Q1 2024243.3K$117M+4.27%
Q4 2023243.3K$104M+4.05%
Q3 2023243.3K$96M+4.11%
Q2 2023243.3K$96M+4.04%
Q1 2023243.3K$88M+3.87%
Q4 2022240.3K$84M+3.79%
Q3 2022240.3K$68M+3.51%
Q2 2022155.5K$49M+2.38%
Q1 2022159.0K$57M+2.39%
Q4 2021159.7K$57M+2.23%
Q3 2021160.9K$56M+2.30%
Q2 2021160.9K$59M+2.37%
Q1 2021161.2K$57M+2.49%
Q4 2020161.4K$58M+2.61%
Q3 2020160.7K$54M+2.74%
Q2 2020159.2K$47M+2.55%
Q1 2020156.7K$38M+2.52%
Q4 2019155.7K$46M+2.20%
Q3 2019155.7K$42M+2.15%
Q2 2019155.7K$41M+2.11%
Q1 2019155.7K$37M+1.96%
Q4 2018155.6K$29M+1.81%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Schwartz Investment Counsel Inc’s full portfolio or all institutional holders of MA.