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 11 sales; 3,634 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: 3,634 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 20263,634$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
FRG Family Wealth Advisors LLC2,521$898.0K0.18%––
Ipswich Investment Management Co., Inc.2,524$899.0K0.25%––
Community Financial Services Group, LLC2,528$900.0K0.27%––
Prio Wealth Limited Partnership2,534$902.0K0.03%––
Robertson Stephens Wealth Management, LLC2,535$902.0K0.14%––
Seascape Capital Management2,545$906.0K0.50%––
BSW Wealth Partners2,543$906.0K0.26%––
Glassman Wealth Services2,548$907.0K0.19%––
Davis R M Inc2,549$908.0K0.02%––
RFG Advisory, LLC2,549$908.0K0.10%––
Atticus Wealth Management, LLC2,557$910.0K0.43%––
Heritage Wealth Management, LLC2,555$910.0K0.51%––
BBR Partners, LLC2,562$912.0K0.07%––
Weatherly Asset Management L. P.2,569$915.0K0.13%––
Adviser Investments LLC2,573$916.0K0.07%––
Zions Bancorporation, N.A.2,572$916.0K0.10%––
swisspartners Ltd.2,577$919.0K0.75%––
Bar Harbor Trust Services2,586$921.0K0.34%––
Bluefin Capital Management, LLC2,588$921.0K0.05%––
Professional Financial Advisors, LLC2,585$921.0K0.57%––
Laurel Wealth Advisors, Inc.2,600$926.0K0.14%––
Transcend Wealth Collective, LLC2,598$932.0K0.11%––
Tributary Capital Management, LLC2,620$933.0K0.07%––
Almanack Investment Partners, LLC.2,625$934.0K0.09%––
Jump Financial, LLC2,623$934.0K0.09%––
MidWestOne Financial Group, Inc.2,638$939.0K0.23%––
Donaldson Capital Management, LLC2,643$941.0K0.05%––
F3Logic, LLC2,643$942.0K0.13%––
Mine & Arao Wealth Creation & Management, LLC.2,647$942.0K0.63%––
Essex Financial Services, Inc.2,649$943.0K0.17%––
Minot Wealth Management LLC2,648$943.0K0.24%––
Verition Fund Management LLC2,660$947.0K0.02%––
Veracity Capital LLC2,658$947.0K0.44%––
Mather Group, LLC.2,681$955.0K0.03%––
Csenge Advisory Group2,515$956.0K0.10%––
Biltmore Family Office, LLC2,692$958.0K0.30%––
SeaCrest Wealth Management, LLC2,693$959.0K0.13%––
Buckley Wealth Management, LLC2,708$964.0K0.36%––
Asahi Life Asset Management Co., Ltd.2,711$965.0K0.13%––
Aurora Private Wealth, Inc.2,716$967.0K0.40%––
J. W. Coons Advisors, LLC2,706$969.0K0.35%––
J.W. Cole Advisors, Inc.2,736$974.0K0.09%––
Edge Capital Group, LLC2,739$975.0K0.08%––
Manchester Capital Management LLC2,750$979.0K0.15%––
Schneider Downs Wealth Management Advisors, LP2,750$979.0K0.24%––
AGF Investments LLC2,752$980.0K0.12%––
Pointe Capital Management LLC2,756$981.0K0.69%––
Evanson Asset Management, LLC2,760$983.0K0.15%––
CNB Bank2,762$984.0K0.68%––
Modera Wealth Management, LLC2,772$987.0K0.06%––
Capital Markets Trading UK LLP2,773$987.0K1.28%––
Money Concepts Capital Corp2,780$990.0K0.08%––
Bailard, Inc.2,790$993.0K0.04%––
9258 Wealth Management, LLC2,806$999.0K0.30%––
PFG Advisors2,809$1.00M0.13%––
Alaethes Wealth LLC2,820$1.00M0.93%––
West Oak Capital, LLC2,822$1.00M0.43%––
Renasant Bank2,827$1.01M0.81%––
Winthrop Advisory Group LLC2,830$1.01M0.25%––
Brighton Jones LLC2,845$1.01M0.06%––
Wealth Alliance2,844$1.01M0.28%––
Trust Co of Toledo NA2,855$1.02M0.18%––
Cito Capital Group, LLC2,865$1.02M0.50%––
Nations Financial Group Inc,2,870$1.02M0.23%––
Oakworth Capital, Inc.2,870$1.02M0.12%––
Aevitas Wealth Management, Inc.2,889$1.03M0.72%––
Prentiss Smith & Co Inc2,910$1.04M0.53%––
Forbes J M & Co LLP2,915$1.04M0.14%––
BFT Financial Group, LLC2,919$1.04M0.29%––
Aft, Forsyth & Sober, LLC2,925$1.04M0.43%––
BLB&B Advisors, LLC2,931$1.04M0.08%––
Global Retirement Partners, LLC2,944$1.05M0.12%––
Montecito Bank & Trust2,957$1.05M0.22%––
Proficio Capital Partners LLC2,953$1.05M0.14%––
Atlantic Trust, LLC2,960$1.05M0.78%––
Keel Point, LLC2,962$1.05M0.11%––
Symphony Financial, Ltd. Co.2,980$1.06M0.28%––
Barrett Asset Management, LLC2,987$1.06M0.05%––
Mitchell & Pahl Private Wealth, LLC2,988$1.06M0.83%––
Windsor Group LTD2,999$1.07M0.25%––
Quest Capital Management Inc3,024$1.08M0.23%––
Fort Washington Investment Advisors Inc3,032$1.08M0.01%––
United Bank3,034$1.08M0.76%––
Orrstown Financial Services Inc2,982$1.08M1.53%––
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.3,043$1.08M0.22%––
M&R Capital Management Inc3,046$1.08M0.27%––
Middleton & Co Inc3,054$1.09M0.12%––
Heritage Trust Co3,054$1.09M0.17%––
Culbertson A N & Co Inc3,061$1.09M0.24%––
Sullivan, Bruyette, Speros & Blaney, LLC3,077$1.10M0.05%––
Israel Discount Bank of New York3,083$1.10M0.85%––
Ellevest, Inc.3,090$1.10M0.13%––
Belpointe Asset Management LLC3,119$1.11M0.09%––
Red Wave Investments LLC3,131$1.11M0.46%––
KCM Investment Advisors LLC3,137$1.12M0.05%––
Mutual Advisors, LLC3,152$1.12M0.08%––
Wealthcare Advisory Partners LLC3,154$1.12M0.08%––
Good Life Advisors, LLC3,180$1.13M0.23%––
Plante Moran Financial Advisors, LLC3,171$1.13M0.31%––
First National Bank Sioux Falls3,172$1.13M2.01%––