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; 3,633 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, Q3 2021
Institutional positions in Mastercard Inc as of Sep 30, 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
- 2,455
- −6 vs. Q2 2021
- Shares held
- 733.1M
- −5.45M (−0.7%) vs. Q2 2021
- Total value
- $255.2B
- −$14.4B (−5.3%) vs. Q2 2021
- New holders
- 118
- 1,083 more added
- Sold out
- 124
- 874 more reduced
33 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $262.5B |
| Q4 2021 | 2,646 | $264.8B |
| Q3 2021 | 2,455 | $255.2B |
| Q2 2021 | 2,494 | $270.2B |
| Q1 2021 | 2,484 | $265.3B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Adams Chetwood Wealth Management LLC | 914 | $318.0K | 0.23% | 00.0% | Unchanged |
| Cooper Financial Group | 913 | $318.0K | 0.07% | +13+1.4% | Added |
| DCM Advisors, LLC | 914 | $318.0K | 0.12% | +34+3.9% | Added |
| Cutter & CO Brokerage, Inc. | 908 | $316.0K | 0.08% | +55+6.4% | Added |
| Woodward Diversified Capital, LLC | 903 | $314.0K | 0.20% | −3−0.3% | Reduced |
| United Bank | 905 | $314.0K | 0.04% | +30+3.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 900 | $313.0K | 0.03% | 00.0% | Unchanged |
| Lipe & Dalton | 900 | $313.0K | 0.16% | 00.0% | Unchanged |
| Constitution Capital LLC | 900 | $313.0K | 0.19% | 00.0% | Unchanged |
| Baystate Wealth Management LLC | 901 | $313.0K | 0.03% | +30+3.4% | Added |
| Zuckerman Investment Group, LLC | 896 | $312.0K | 0.05% | +39+4.6% | Added |
| Capital Advisors, Ltd. LLC | 895 | $311.0K | 0.06% | −12,793−93.5% | Reduced |
| Burns J W & Co Inc | 891 | $310.0K | 0.05% | +60+7.2% | Added |
| JFS Wealth Advisors, LLC | 893 | $310.0K | 0.03% | +747+511.6% | Added |
| Coho Partners, Ltd. | 888 | $309.0K | 0.01% | −84−8.6% | Reduced |
| Navalign, LLC | 888 | $309.0K | 0.13% | −3−0.3% | Reduced |
| Cabot Wealth Management Inc | 889 | $309.0K | 0.04% | +889 | New |
| Montis Financial, LLC | 891 | $307.0K | 0.26% | +70+8.5% | Added |
| Old North State Trust, LLC | 879 | $306.0K | 0.27% | +47+5.6% | Added |
| LVM Capital Management Ltd | 874 | $304.0K | 0.05% | +250+40.1% | Added |
| Oliver Luxxe Assets LLC | 872 | $303.0K | 0.08% | −122−12.3% | Reduced |
| Foster & Motley Inc | 869 | $302.0K | 0.03% | −82−8.6% | Reduced |
| Parthenon LLC | 868 | $302.0K | 0.05% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 866 | $301.0K | 0.04% | −13−1.5% | Reduced |
| Heck Capital Advisors, LLC | 860 | $299.0K | 0.06% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 860 | $299.0K | 0.10% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 839 | $298.0K | 0.18% | +1+0.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 853 | $297.0K | 0.02% | −618−42.0% | Reduced |
| Tranquilli Financial Advisor LLC | 853 | $297.0K | 0.22% | +11+1.3% | Added |
| Blue Barn Wealth, LLC | 853 | $297.0K | 0.26% | +853 | New |
| Hamel Associates, Inc. | 850 | $296.0K | 0.12% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 844 | $293.0K | 0.08% | +178+26.7% | Added |
| Founders Capital Management | 840 | $292.0K | 0.20% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 833 | $290.0K | 0.10% | +9+1.1% | Added |
| Portland Global Advisors LLC | 835 | $290.0K | 0.05% | +100+13.6% | Added |
| Everhart Financial Group, Inc. | 832 | $289.0K | 0.20% | +832 | New |
| Paces Ferry Wealth Advisors, LLC | 827 | $288.0K | 0.23% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 824 | $287.0K | 0.05% | +74+9.9% | Added |
| WFA of San Diego, LLC | 824 | $286.0K | 0.20% | +33+4.2% | Added |
| Smith Anglin Financial, LLC | 820 | $285.0K | 0.06% | +146+21.7% | Added |
| Rice Partnership, LLC | 817 | $284.0K | 0.09% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 811 | $282.0K | 0.03% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 812 | $282.0K | 0.13% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 804 | $280.0K | 0.08% | −400−33.2% | Reduced |
| Cary Street Partner Investment Advisory LLC | 805 | $280.0K | 0.09% | −2−0.2% | Reduced |
| Mountain Pacific Investment Advisers Inc | 806 | $280.0K | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 790 | $279.0K | 0.01% | +790 | New |
| GSB Wealth Management, LLC | 800 | $278.0K | 0.14% | −124−13.4% | Reduced |
| Orgel Wealth Management, LLC | 801 | $278.0K | 0.03% | 00.0% | Unchanged |
| Cypress Capital, LLC | 801 | $278.0K | 0.04% | +801 | New |
| Austin Private Wealth, LLC | 798 | $277.0K | 0.06% | 00.0% | Unchanged |
| GenTrust, LLC | 798 | $277.0K | 0.02% | +166+26.3% | Added |
| PRW Wealth Management LLC | 794 | $276.0K | 0.14% | +794 | New |
| Symphony Financial, Ltd. Co. | 779 | $275.0K | 0.10% | −729−48.3% | Reduced |
| Arlington Partners LLC | 792 | $275.0K | 0.08% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 790 | $275.0K | 0.12% | +34+4.5% | Added |
| Capital Investment Services of America, Inc. | 790 | $275.0K | 0.03% | 00.0% | Unchanged |
| DHJJ Financial Advisors, Ltd. | 787 | $274.0K | 0.14% | −5−0.6% | Reduced |
| WSFS Capital Management, LLC | 786 | $273.0K | 0.12% | +100+14.6% | Added |
| Independent Wealth Network Inc. | 830 | $273.0K | 0.18% | +830 | New |
| Pinnacle Bancorp, Inc. | 782 | $272.0K | 0.11% | −1−0.1% | Reduced |
| Philadelphia Trust Co | 783 | $272.0K | 0.02% | +783 | New |
| Benin Management CORP | 775 | $270.0K | 0.09% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 777 | $270.0K | 0.00% | +777 | New |
| Capital Advisors Inc | 773 | $269.0K | 0.01% | +49+6.8% | Added |
| Benedetti & Gucer, Inc. | 769 | $267.0K | 0.20% | −45−5.5% | Reduced |
| Genesee Capital Advisors, LLC | 767 | $267.0K | 0.13% | +767 | New |
| Unigestion Holding SA | 754 | $266.0K | 0.01% | −1,145−60.3% | Reduced |
| Maven Securities LTD | 765 | $266.0K | 0.03% | −358−31.9% | Reduced |
| Pekin Hardy Strauss, Inc. | 765 | $266.0K | 0.04% | +15+2.0% | Added |
| Salvus Wealth Management, LLC | 766 | $266.0K | 0.22% | +196+34.4% | Added |
| Frisch Financial Group, Inc. | 763 | $265.0K | 0.09% | +1+0.1% | Added |
| Clear Creek Financial Management, LLC | 760 | $264.0K | 0.04% | −100−11.6% | Reduced |
| Joel Isaacson & Co., LLC | 754 | $262.0K | 0.02% | +16+2.2% | Added |
| Naples Global Advisors, LLC | 751 | $261.0K | 0.03% | −8−1.1% | Reduced |
| Covey Capital Advisors, LLC | 750 | $261.0K | 0.21% | – | – |
| Independence Bank of Kentucky | 752 | $261.0K | 0.11% | +377+100.5% | Added |
| Trellis Advisors, LLC | 748 | $260.0K | 0.13% | −3−0.4% | Reduced |
| Hoylecohen, LLC | 747 | $260.0K | 0.02% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 749 | $260.0K | 0.19% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 746 | $259.0K | 0.04% | −42−5.3% | Reduced |
| Simon Quick Advisors, LLC | 743 | $258.0K | 0.07% | +157+26.8% | Added |
| First Financial Corp | 739 | $257.0K | 0.17% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 737 | $256.0K | 0.12% | +1+0.1% | Added |
| Wellspring Financial Advisors, LLC | 736 | $256.0K | 0.08% | +2+0.3% | Added |
| BTR Capital Management Inc | 732 | $255.0K | 0.03% | −104−12.4% | Reduced |
| Callahan Advisors, LLC | 721 | $251.0K | 0.03% | −1,225−62.9% | Reduced |
| LS Investment Advisors, LLC | 720 | $250.0K | 0.03% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 718 | $250.0K | 0.13% | +32+4.7% | Added |
| Selective Wealth Management, Inc. | 720 | $250.0K | 0.13% | +150+26.3% | Added |
| X-Square Capital, LLC | 727 | $250.0K | 0.13% | +727 | New |
| Spectrum Management Group, LLC | 717 | $249.0K | 0.04% | −6,972−90.7% | Reduced |
| Harbor Group, Inc. | 716 | $249.0K | 0.16% | −69−8.8% | Reduced |
| Key Financial Inc | 715 | $249.0K | 0.14% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 717 | $249.0K | 0.02% | +40+5.9% | Added |
| Ellsworth Advisors, LLC | 712 | $248.0K | 0.11% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 710 | $247.0K | 0.16% | −90−11.3% | Reduced |
| JNBA Financial Advisors | 710 | $247.0K | 0.03% | +7+1.0% | Added |
| Berkshire Asset Management LLC | 710 | $247.0K | 0.02% | +10+1.4% | Added |
| Lloyd Advisory Services, LLC. | 709 | $246.0K | 0.13% | +293+70.4% | Added |