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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, 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: 3,634 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 20263,634$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, 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
Steward Financial Group LLC181$65.0K0.06%+181New
Center for Financial Planning, Inc.187$67.0K0.01%+7+3.9%Added
Addison Advisors LLC186$67.0K0.04%+47+33.8%Added
HighMark Wealth Management LLC200$72.0K0.05%00.0%Unchanged
Hoey Investments, Inc200$72.0K0.02%+193+2,757.1%Added
PYA Waltman Capital, LLC200$72.0K0.04%+200New
Rosenberg Matthew Hamilton204$73.0K0.03%−42−17.1%Reduced
Sterling Investment Advisors, Ltd.212$76.0K0.02%−88−29.3%Reduced
Baldrige Asset Management LLC215$77.0K0.03%−34−13.7%Reduced
Cassady Schiller Wealth Management, LLC216$78.0K0.05%+216New
Financial Management Professionals, Inc.226$81.0K0.02%00.0%Unchanged
Brown, Lisle/Cummings, Inc.230$82.6K0.04%+230New
Gladius Capital Management LP232$84.0K0.03%+105+82.7%Added
Hanson & Doremus Investment Management239$86.0K0.02%00.0%Unchanged
Pacifica Partners Inc.239$89.0K0.06%−33−12.1%Reduced
Sageworth Trust Co250$90.0K0.01%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.251$90.0K0.03%00.0%Unchanged
Comprehensive Financial Consultants Institutional, Inc.245$90.0K0.06%+245New
Brewin Dolphin Wealth Management Ltd258$93.0K0.01%00.0%Unchanged
Clearview Wealth Advisors LLC258$93.0K0.06%+30+13.2%Added
PFG Private Wealth Management, LLC258$93.0K0.05%+36+16.2%Added
Shore Point Advisors, LLC265$95.0K0.08%+265New
Twin Lakes Capital Management, LLC271$97.0K0.05%+1+0.4%Added
SOA Wealth Advisors, LLC.282$101.0K0.02%+77+37.6%Added
Karlinski Andrew C280$101.0K0.18%+280New
Trust Co289$104.0K0.02%00.0%Unchanged
LSV Asset Management300$108.0K0.00%00.0%Unchanged
Cacti Asset Management LLC300$108.0K0.01%00.0%Unchanged
Aquire Wealth Advisors, LLC311$112.0K0.06%+311New
Amplius Wealth Advisors, LLC314$112.0K0.02%+314New
Corsicana & Co.314$113.0K0.07%−16−4.8%Reduced
Activest Wealth Management325$117.0K0.07%−28−7.9%Reduced
Geo Capital Gestora de Recursos Ltd326$117.0K0.06%+40+14.0%Added
Sound Income Strategies, LLC328$118.0K0.01%−5−1.5%Reduced
Proffitt & Goodson Inc330$119.0K0.02%00.0%Unchanged
Roble, Belko & Company, Inc333$120.0K0.02%00.0%Unchanged
Charter Oak Capital Management, LLC333$120.0K0.01%00.0%Unchanged
Godsey & Gibb Associates343$123.0K0.04%00.0%Unchanged
Bellevue Asset Management, LLC350$126.0K0.07%−300−46.2%Reduced
TD Ameritrade Investment Management, LLC352$126.0K0.00%+288+450.0%Added
Evolution Advisers, Inc.359$128.0K0.09%+359New
Column Capital Advisors, LLC365$131.0K0.03%−131−26.4%Reduced
Blume Capital Management, Inc.364$131.0K0.04%00.0%Unchanged
O'Dell Group, LLC372$134.0K0.04%00.0%Unchanged
AlphaMark Advisors, LLC378$136.0K0.05%+5+1.3%Added
Motco385$138.0K0.01%00.0%Unchanged
Endurance Wealth Management, Inc.386$139.0K0.01%+50+14.9%Added
O'Brien Wealth Partners LLC374$140.0K0.05%+18+5.1%Added
Ahrens Investment Partners LLC390$140.0K0.06%+390New
Prestige Wealth Management Group LLC396$142.0K0.03%−216−35.3%Reduced
Accel Wealth Management395$142.0K0.07%+213+117.0%Added
Pinnacle Holdings, LLC400$143.7K0.06%00.0%Unchanged
Spectrum Management Group, LLC400$144.0K0.02%−317−44.2%Reduced
Highlander Capital Management, LLC400$144.0K0.07%00.0%Unchanged
Pacific Center for Financial Services402$145.0K0.06%+179+80.3%Added
CenterStar Asset Management, LLC–$146.0K0.11%––
JJJ Advisors Inc.406$146.0K0.04%−14−3.3%Reduced
Bell Investment Advisors, Inc410$147.0K0.04%+91+28.5%Added
Hillsdale Investment Management Inc.412$148.0K0.01%−153−27.1%Reduced
Earnest Partners LLC413$148.0K0.00%00.0%Unchanged
Freedman Financial Associates, Inc.411$148.0K0.10%+313+319.4%Added
SJS Investment Consulting Inc.416$149.0K0.04%+416New
Global Wealth Management Investment Advisory, Inc.417$150.0K0.05%−95−18.6%Reduced
Private Ocean, LLC420$151.0K0.02%+10+2.4%Added
Newfound Research LLC422$152.0K0.18%+106+33.5%Added
Creative Financial Designs Inc425$153.0K0.02%−537−55.8%Reduced
West Paces Advisors Inc.434$155.9K0.05%+77+21.6%Added
Operose Advisors LLC435$156.0K0.13%+435New
Covestor Ltd440$158.0K0.22%+440New
Burleson & Company, LLC442$159.0K0.02%+1+0.2%Added
Ashburton (Jersey) Ltd445$160.0K0.07%00.0%Unchanged
Emfo, LLC444$160.0K0.14%00.0%Unchanged
Alpha Paradigm Partners, LLC451$162.0K0.07%−482−51.7%Reduced
Annapolis Financial Services, LLC450$162.0K0.05%−26−5.5%Reduced
Citizens National Bank Trust Department455$163.0K0.06%+455New
Seldon Capital LP454$163.0K0.10%+454New
GeoWealth Management, LLC456$164.0K0.01%+73+19.1%Added
Wolff Wiese Magana LLC460$165.0K0.11%−14−3.0%Reduced
Pin Oak Investment Advisors Inc464$167.0K0.17%00.0%Unchanged
Garde Capital, Inc.481$173.0K0.02%00.0%Unchanged
Thompson Siegel & Walmsley LLC484$174.0K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.484$174.0K0.09%00.0%Unchanged
Signet Financial Management, LLC497$179.0K0.03%+497New
Sandy Cove Advisors, LLC499$179.0K0.15%+499New
West Financial Advisors, LLC500$180.0K0.05%00.0%Unchanged
Equitec Proprietary Markets, LLC500$180.0K0.10%+500New
Acropolis Investment Management, LLC508$183.0K0.02%+5+1.0%Added
Delta Accumulation, LLC520$187.0K4.32%+520New
Beaird Harris Wealth Management, LLC540$194.0K0.07%+540New
Zullo Investment Group, Inc.545$196.0K0.10%+545New
Global Financial Private Client, LLC547$196.5K0.09%00.0%Unchanged
Versant Capital Management, Inc549$197.0K0.06%00.0%Unchanged
Simon Quick Advisors, LLC557$200.0K0.05%−186−25.0%Reduced
Bullseye Investment Management, LLC556$200.0K0.15%+556New
Wealthquest Corp562$201.0K0.03%−20−3.4%Reduced
Bluestein R H & Co560$201.0K0.01%+560New
Holistic Financial Partners558$201.0K0.12%+558New
Tennessee Valley Asset Management Partners559$201.0K0.07%+559New
Bank of New Hampshire560$201.0K0.05%+560New
Mount Vernon Associates Inc565$203.0K0.18%−115−16.9%Reduced