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Livermore
ZHEN

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, Q4 2021

Institutional positions in Mastercard Inc as of Dec 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
2,646
+230 vs. Q3 2021
Shares held
738.9M
+7.29M (+1.0%) vs. Q3 2021
Total value
$264.8B
+$10.1B (+3.9%) vs. Q3 2021
New holders
366
1,119 more added
Sold out
136
826 more reduced

39 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2021: 2,646 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 heldQ4 2021: $264.8B
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, Q4 2021

Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q3 2021.

Institutions holding MA in Q4 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Northern Oak Wealth Management Inc4$1.00K0.00%00.0%Unchanged
Rinkey Investments4$1.00K0.00%+4New
Ford Financial Group, LLC3$1.00K0.00%+3New
McCarthy Grittinger Financial Group, LLC3$1.08K0.00%00.0%Unchanged
Ellis Investment Partners, LLC6$2.00K0.00%−7−53.8%Reduced
Disciplined Investments, LLC6$2.00K0.00%00.0%Unchanged
Horan Securities, Inc.5$2.00K0.00%+5New
TAP Consulting, LLC8$3.00K0.00%+8New
Berkshire Capital Holdings Inc10$4.00K0.00%00.0%Unchanged
TD Capital Management LLC10$4.00K0.00%00.0%Unchanged
Macroview Investment Management LLC15$5.00K0.01%+15New
Econ Financial Services Corp15$5.00K0.00%+15New
Goodwin Investment Advisory15$5.00K0.00%+15New
Longfellow Investment Management Co LLC16$6.00K0.00%+5+45.5%Added
Surevest, LLC17$6.00K0.00%+17New
Financial Avengers, Inc.20$7.00K0.00%00.0%Unchanged
Barnett & Company, Inc.20$7.00K0.00%+20New
Lake Point Wealth Management23$8.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.23$8.00K0.00%00.0%Unchanged
Advanced Research Investment Solutions, LLC25$8.00K0.00%+25New
Financial Connections Group, Inc.26$9.00K0.01%+26New
Andrew Hill Investment Advisors, Inc.30$10.0K0.01%+30New
USA Financial Portformulas Corp30$11.0K0.01%+1+3.4%Added
Level Financial Advisors, Inc.34$12.0K0.01%+34New
Carolina Wealth Advisors, LLC37$13.0K0.01%00.0%Unchanged
Stephenson National Bank & Trust35$13.0K0.01%+35New
Schubert & Co37$13.0K0.01%+37New
Atlas Capital Advisors LLC38$13.7K0.00%00.0%Unchanged
Delta Asset Management LLC40$14.0K0.00%00.0%Unchanged
Ritter Daniher Financial Advisory, LLC40$14.0K0.01%00.0%Unchanged
TSFG, LLC43$15.0K0.01%−33−43.4%Reduced
Riggs Asset Managment Co. Inc.43$15.0K0.00%00.0%Unchanged
Princeton Global Asset Management LLC44$16.0K0.00%00.0%Unchanged
Kozak & Associates, Inc.48$16.0K0.01%+10+26.3%Added
Cordasco Financial Network48$17.0K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.47$17.0K0.01%+2+4.4%Added
Regency Capital Management Inc.50$18.0K0.01%−3,526−98.6%Reduced
Cranbrook Wealth Management, LLC50$18.0K0.00%−23−31.5%Reduced
Robbins Farley LLC51$18.0K0.01%00.0%Unchanged
Essex Investment Management Co LLC50$18.0K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC50$18.0K0.01%00.0%Unchanged
Acima Private Wealth, LLC50$18.0K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.53$19.0K0.01%00.0%Unchanged
Truvestments Capital LLC53$19.0K0.01%00.0%Unchanged
Aspire Private Capital, LLC52$19.0K0.01%00.0%Unchanged
Stephens Consulting, LLC53$19.1K0.02%+53New
PrairieView Partners, LLC55$20.0K0.00%00.0%Unchanged
McDonald Partners LLC57$20.5K0.02%+57New
Absolute Capital Management, LLC57$20.5K0.02%+57New
Bellwether Advisors, LLC59$21.0K0.01%00.0%Unchanged
Halpern Financial, Inc.60$21.6K0.01%+50+500.0%Added
Graves-Light Private Wealth Management, Inc.65$23.0K0.00%00.0%Unchanged
True Link Financial Advisors, LLC64$23.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC69$25.0K0.01%00.0%Unchanged
Ulland Investment Advisors, LLC82$29.0K0.02%+82New
Focused Wealth Management, Inc82$30.0K0.00%00.0%Unchanged
Investors Research Corp87$31.0K0.01%00.0%Unchanged
Coastal Capital Group, Inc.85$31.0K0.01%00.0%Unchanged
Sittner & Nelson, LLC87$31.0K0.02%00.0%Unchanged
Investmark Advisory Group LLC88$31.0K0.03%+88New
Ogorek Anthony Joseph93$33.0K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC98$35.0K0.04%00.0%Unchanged
Glen Eagle Advisors, LLC100$35.9K0.01%00.0%Unchanged
Kelly Lawrence W & Associates Inc100$36.0K0.01%00.0%Unchanged
JCIC Asset Management Inc.100$36.0K0.01%00.0%Unchanged
AllSquare Wealth Management LLC100$36.0K0.02%00.0%Unchanged
Dixon Hughes Goodman Wealth Advisors LLC102$37.0K0.01%+102New
Central Bank & Trust Co105$38.0K0.01%00.0%Unchanged
RGT Wealth Advisors, LLC109$39.0K0.01%+109New
Western Pacific Wealth Management, LP110$39.0K0.03%+110New
Professional Financial Advisors, LLC117$42.0K0.02%−865−88.1%Reduced
Vestor Capital, LLC119$43.0K0.00%−24,989−99.5%Reduced
Retirement Group, LLC120$43.0K0.02%−1−0.8%Reduced
Syverson Strege & Co119$43.0K0.03%00.0%Unchanged
John W. Brooker & Co., CPAs126$45.0K0.02%00.0%Unchanged
WFA Asset Management Corp126$45.4K0.03%+126New
First Community Trust NA127$45.6K0.04%+127New
Tortoise Investment Management, LLC132$47.0K0.01%+55+71.4%Added
Avion Wealth134$48.0K0.01%00.0%Unchanged
Fred Alger Management, LLC135$49.0K0.00%00.0%Unchanged
Arcadia Investment Management Corp137$49.0K0.01%+15+12.3%Added
Rise Advisors, LLC138$49.4K0.05%+138New
Sugarloaf Wealth Management, LLC140$50.0K0.01%00.0%Unchanged
Valley National Advisers Inc147$53.0K0.01%−51−25.8%Reduced
Front Row Advisors LLC147$53.0K0.02%+16+12.2%Added
Avondale Wealth Management150$54.0K0.05%00.0%Unchanged
Clear Perspectives Financial Planning, LLC150$54.0K0.02%00.0%Unchanged
Blue Bell Private Wealth Management, LLC151$54.0K0.01%+151New
Widmann Financial Services, Inc.152$54.0K0.04%+152New
Estabrook Capital Management153$55.0K0.01%+153New
Maryland Capital Advisors Inc.155$56.0K0.05%+155New
Raffa Wealth Management, LLC162$58.2K0.02%00.0%Unchanged
HBC Financial Services, PLLC166$59.0K0.04%−4−2.4%Reduced
Larson Financial Group LLC165$59.0K0.01%+57+52.8%Added
DB Wealth Management Group, LLC167$60.0K0.04%00.0%Unchanged
Mascoma Wealth Management LLC171$61.0K0.02%00.0%Unchanged
CoreFirst Bank & Trust170$61.0K0.04%00.0%Unchanged
Core Alternative Capital175$63.0K0.01%+40+29.6%Added
Corbenic Partners LLC178$64.0K0.01%−44−19.8%Reduced
Providence Capital Advisors, LLC180$65.0K0.02%−396−68.8%Reduced