Skip to main content

Mastercard Inc

MA
Exchange
NYSE
Industry
Services-Business Services, NEC
SEC CIK
0001141391

In the last 90 days, Mastercard Inc insiders filed 0 open-market purchases and 13 sales; 3,633 institutions reported holding it in 13F filings for Q2 2026, worth $396.2B in total; 12 superinvestors hold it, including Pershing Square and Akre Capital Management.

13F holders, Q1 2021

Institutional positions in Mastercard Inc as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
2,484
No complete 13F data for Q4 2020
Shares held
745.5M
No complete 13F data for Q4 2020
Total value
$265.3B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting MA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 2,484 institutions
Q1 2021: 2,484 institutionsQ2 2021: 2,494 institutionsQ3 2021: 2,455 institutionsQ4 2021: 2,646 institutionsQ1 2022: 2,624 institutionsQ2 2022: 2,595 institutionsQ3 2022: 2,556 institutionsQ4 2022: 2,715 institutionsQ1 2023: 2,738 institutionsQ2 2023: 2,788 institutionsQ3 2023: 2,823 institutionsQ4 2023: 3,042 institutionsQ1 2024: 3,123 institutionsQ2 2024: 3,123 institutionsQ3 2024: 3,147 institutionsQ4 2024: 3,450 institutionsQ1 2025: 3,492 institutionsQ2 2025: 3,537 institutionsQ3 2025: 3,512 institutionsQ4 2025: 3,742 institutionsQ1 2026: 3,634 institutionsQ2 2026: 3,633 institutions
Value heldQ1 2021: $265.3B
Q1 2021: $265.3BQ2 2021: $270.2BQ3 2021: $255.2BQ4 2021: $264.8BQ1 2022: $262.5BQ2 2022: $231.2BQ3 2022: $207.8BQ4 2022: $253.3BQ1 2023: $263.3BQ2 2023: $282.6BQ3 2023: $283.0BQ4 2023: $305.0BQ1 2024: $343.5BQ2 2024: $314.8BQ3 2024: $351.6BQ4 2024: $422.8BQ1 2025: $438.3BQ2 2025: $448.2BQ3 2025: $445.2BQ4 2025: $450.8BQ1 2026: $383.8BQ2 2026: $396.2B
Institutions holding MA and their total value by quarter
QuarterHoldersValue
Q2 20263,633$396.2B
Q1 20263,634$383.8B
Q4 20253,742$450.8B
Q3 20253,512$445.2B
Q2 20253,537$448.2B
Q1 20253,492$438.3B
Q4 20243,450$422.8B
Q3 20243,147$351.6B
Q2 20243,123$314.8B
Q1 20243,123$343.5B
Q4 20233,042$305.0B
Q3 20232,823$283.0B
Q2 20232,788$282.6B
Q1 20232,738$263.3B
Q4 20222,715$253.3B
Q3 20222,556$207.8B
Q2 20222,595$231.2B
Q1 20222,624$262.5B
Q4 20212,646$264.8B
Q3 20212,455$255.2B
Q2 20212,494$270.2B
Q1 20212,484$265.3B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Mastercard Inc.

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding MA in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Sound Income Strategies, LLC210$74.8K0.01%––
Pacific Center for Financial Services223$79.0K0.04%––
Newfound Research LLC225$80.0K0.19%––
Thomas J. Herzfeld Advisors, Inc.231$82.0K0.04%––
Geo Capital Gestora de Recursos Ltd234$83.0K0.05%––
Hanson & Doremus Investment Management239$85.0K0.02%––
Capital Advisory Group Advisory Services, LLC245$87.0K0.03%––
Sageworth Trust Co250$89.0K0.01%––
Sterling Investment Advisors, Ltd.256$91.0K0.03%––
Clearview Wealth Advisors LLC256$91.0K0.06%––
Sage Financial Management Group, Inc.268$95.0K0.07%––
Wealthcare Capital Management LLC271$96.0K0.01%––
Center for Financial Planning, Inc.269$96.0K0.03%––
Twin Lakes Capital Management, LLC270$96.0K0.06%––
Corbenic Partners LLC278$99.0K0.03%––
JNBA Financial Advisors280$100.0K0.01%––
Liberty Wealth Management LLC311$100.0K0.05%––
Accel Wealth Management285$101.0K0.08%––
Endurance Wealth Management, Inc.286$102.0K0.01%––
Green Harvest Asset Management LLC282$102.0K0.03%––
Kelly Financial Services LLC287$102.2K0.06%––
Trust Co289$103.0K0.07%––
Cacti Asset Management LLC300$107.0K0.01%––
Highlander Capital Management, LLC300$107.0K0.06%––
Human Investing LLC308$110.0K0.03%––
Activest Wealth Management313$111.0K0.09%––
Ninety One SA (PTY) Ltd324$116.0K0.04%––
Proffitt & Goodson Inc330$117.0K0.02%––
Roble, Belko & Company, Inc333$119.0K0.03%––
Charter Oak Capital Management, LLC333$119.0K0.02%––
Tfo-TDC, LLC341$121.0K0.04%––
Meridian Wealth Partners, LLC346$123.0K0.04%––
Towarzystwo Funduszy Inwestycyjnych Pzu SA350$124.6K0.18%––
Blume Capital Management, Inc.364$130.0K0.05%––
Lunia Capital LP370$132.0K38.71%––
AlphaMark Advisors, LLC373$133.0K0.05%––
Independence Bank of Kentucky375$134.0K0.07%––
Lloyd Advisory Services, LLC.376$134.0K0.07%––
Hillsdale Investment Management Inc.385$137.0K0.01%––
SG3 Management, LLC400$142.0K0.05%––
Providence Capital Advisors, LLC400$142.0K0.05%––
Evolution Wealth Advisors, LLC407$145.0K0.03%––
Earnest Partners LLC413$147.0K0.00%––
Motco421$150.0K0.01%––
Stephens Investment Management Group LLC430$153.0K0.00%––
Garde Capital, Inc.434$155.0K0.02%––
Burleson & Company, LLC441$157.0K0.03%––
Global Wealth Management Investment Advisory, Inc.440$157.0K0.06%––
Ashburton (Jersey) Ltd445$158.0K0.08%––
Annapolis Financial Services, LLC460$164.0K0.06%––
Salem Investment Counselors Inc463$165.0K0.01%––
Column Capital Advisors, LLC469$167.0K0.04%––
Summit Wealth Group, LLC474$169.0K0.27%––
Lumature Wealth Partners, LLC476$169.0K0.09%––
Thompson Siegel & Walmsley LLC484$172.0K0.00%––
Jackson, Grant Investment Advisers, Inc.484$172.0K0.08%––
Wolff Wiese Magana LLC489$174.0K0.14%––
MCF Advisors LLC500$178.0K0.02%––
West Financial Advisors, LLC500$178.0K0.06%––
Manchester Financial Inc502$179.0K0.08%––
Allred Capital Management, LLC503$179.1K0.08%––
Sun Life Financial INC512$182.0K0.02%––
JJJ Advisors Inc.524$187.0K0.07%––
Private Ocean, LLC540$192.0K0.03%––
Lenox Wealth Advisors, LLC549$195.0K0.03%––
Global Financial Private Client, LLC547$198.7K0.14%––
L2 Asset Management, LLC564$201.0K0.21%––
Opal Wealth Advisors, LLC564$201.0K0.22%––
Lountzis Asset Management, LLC565$201.2K0.13%––
Burke & Herbert Bank & Trust Co568$202.0K0.14%––
Nadler Financial Group, Inc.566$202.0K0.04%––
Roberts Glore & Co Inc571$203.0K0.06%––
Colony Family Offices, LLC575$205.0K0.16%––
Simon Quick Advisors, LLC575$205.0K0.06%––
Retirement Group, LLC576$205.0K0.09%––
Golden State Equity Partners578$206.0K0.12%––
Pure Financial Advisors, Inc.584$208.0K0.02%––
Maven Securities LTD583$208.0K0.02%––
Cornell Pochily Investment Advisors, Inc.585$208.0K0.10%––
Capital Advisors Wealth Management, LLC583$208.0K0.09%––
Annex Advisory Services, LLC590$210.0K0.02%––
Black Diamond Financial, LLC590$210.0K0.09%––
Planning Directions Inc592$211.0K0.17%––
Strategic Wealth Partners, Ltd.594$211.0K0.08%––
Legacy Wealth Planning, LLC592$211.0K0.27%––
Legacy Bridge, LLC595$212.0K0.14%––
Prestige Wealth Management Group LLC593$212.0K0.06%––
Successful Portfolios LLC597$213.0K0.14%––
Clear Creek Financial Management, LLC547$213.0K0.43%––
Monticello Wealth Management, LLC597$213.0K0.02%––
Northstar Asset Management Inc600$213.6K0.07%––
Heathbridge Capital Management Ltd.600$214.0K0.06%––
KFA Private Wealth Group, LLC600$214.0K0.12%––
West Paces Advisors Inc.607$216.1K0.09%––
Leverage Partners Absolute Return Fund SPC610$217.0K0.17%––
Shay Capital LLC609$217.0K0.06%––
Crewe Advisors LLC609$217.0K0.05%––
Safeguard Investment Advisory Group, LLC609$217.0K0.19%––
DRW Securities, LLC615$219.0K0.08%––
Stelac Advisory Services LLC614$219.0K0.08%––