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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 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
MONECO Advisors, LLC520$203.0K0.08%+520New
Burke & Herbert Bank & Trust Co568$204.0K0.12%+568New
Brave Warrior Advisors, LLC569$204.0K0.01%+569New
Wealth Effects LLC569$204.0K0.08%+569New
Financial Advisory Partners, LLC571$205.2K0.07%+571New
Fountainhead AM, LLC574$206.0K0.09%−36−5.9%Reduced
KFA Private Wealth Group, LLC576$207.0K0.10%−26−4.3%Reduced
Legacy Bridge, LLC575$207.0K0.11%00.0%Unchanged
Royal Fund Management, LLC577$207.0K0.03%00.0%Unchanged
Vaughan David Investments LLC575$207.0K0.01%+575New
Nadler Financial Group, Inc.576$207.0K0.03%+576New
Epic Trust Investment Advisors, LLC576$207.0K0.30%+576New
KB Financial Partners, LLC579$208.0K0.06%−636−52.3%Reduced
Sand Hill Global Advisors, LLC579$208.0K0.01%+579New
Deuterium Capital Management, LLC580$208.0K0.31%+580New
Carmel Capital Partners, LLC579$208.0K0.16%+579New
Crewe Advisors LLC581$209.0K0.04%−14−2.4%Reduced
Peterson Wealth Advisors, LLC581$209.0K0.06%+581New
Onyx Bridge Wealth Group LLC564$209.0K0.07%+564New
Highview Capital Management LLC581$209.0K0.14%+581New
Norris Perne & French LLP585$210.0K0.02%−37−5.9%Reduced
IFG Advisory, LLC586$210.0K0.02%−16−2.7%Reduced
Cornell Pochily Investment Advisors, Inc.585$210.0K0.08%00.0%Unchanged
Perfromance Wealth Partners, LLC584$210.0K0.01%+584New
Kelly Financial Services LLC585$210.1K0.10%+175+42.7%Added
Soltis Investment Advisors LLC587$211.0K0.03%−28−4.6%Reduced
Tower View Investment Management & Research LLC587$211.0K0.11%+263+81.2%Added
BTR Capital Management Inc591$212.0K0.02%−141−19.3%Reduced
Ti-Trust, Inc590$212.0K0.19%+590New
Roberts Glore & Co Inc594$213.0K0.06%+594New
Hamilton Wealth, LLC597$215.0K0.10%+597New
Hofer & Associates. Inc599$215.0K0.19%+599New
Old Mission Investment Co LLC600$215.6K0.08%−90−13.0%Reduced
Shufro Rose & Co LLC601$216.0K0.02%−50−7.7%Reduced
West Chester Capital Advisors, Inc600$216.0K0.15%00.0%Unchanged
Heathbridge Capital Management Ltd.600$216.0K0.06%00.0%Unchanged
Hayden Royal, LLC602$216.0K0.51%+18+3.1%Added
RE Dickinson Investment Advisors, LLC600$216.0K0.16%+600New
Patriot Investment Management Inc.605$217.0K0.02%+605New
Flynn Zito Capital Management, LLC603$217.0K0.18%+603New
Harvest Investment Services, LLC609$219.0K0.09%−359−37.1%Reduced
Congress Park Capital LLC609$219.0K0.11%+609New
Ridgewood Investments LLC615$221.0K0.14%00.0%Unchanged
Financial Enhancement Group LLC618$222.0K0.04%00.0%Unchanged
Monograph Wealth Advisors, LLC618$222.0K0.06%+618New
Planning Directions Inc620$223.0K0.15%+1+0.2%Added
GW Henssler & Associates Ltd620$223.0K0.01%+620New
Insight Folios Inc624$224.0K0.10%+624New
M. Kulyk & Associates, LLC623$224.0K0.06%+623New
Wintrust Investments LLC626$225.0K0.02%−10−1.6%Reduced
Northstar Group, Inc.626$225.0K0.05%00.0%Unchanged
USAdvisors Wealth Management, LLC628$226.0K0.09%+628New
Apeiron RIA LLC631$227.0K0.09%+631New
Traynor Capital Management, Inc.636$228.0K0.03%+636New
Polaris Wealth Advisory Group, LLC637$229.0K0.01%−53−7.7%Reduced
Freedom Day Solutions, LLC638$229.0K0.09%00.0%Unchanged
F/M Investments LLC638$229.0K0.17%00.0%Unchanged
Tufton Capital Management640$229.0K0.04%+640New
Capital One Financial Corp640$230.0K0.03%−9−1.4%Reduced
Westwood Holdings Group Inc.641$230.0K0.00%−1−0.2%Reduced
Garner Asset Management Corp640$230.0K0.10%00.0%Unchanged
Baltimore-Washington Financial Advisors, Inc.642$230.0K0.02%+642New
Zhang Financial LLC642$231.0K0.04%−36−5.3%Reduced
Tiemann Investment Advisors, LLC642$231.0K0.10%00.0%Unchanged
Founders Financial Alliance, LLC644$231.0K0.09%+10+1.6%Added
Krilogy Financial LLC644$231.0K0.02%+644New
Benchmark Financial Wealth Advisors, LLC648$233.0K0.10%−6−0.9%Reduced
Berkshire Bank648$233.0K0.05%+648New
Clean Yield Group653$235.0K0.08%00.0%Unchanged
Wagner Wealth Management, LLC654$235.0K0.18%00.0%Unchanged
RNC Capital Management LLC653$235.0K0.01%+65+11.1%Added
Bickling Financial Services, Inc.653$235.0K0.11%+653New
Independence Bank of Kentucky657$236.0K0.10%−95−12.6%Reduced
Morton Capital Management LLC657$236.1K0.10%+657New
Endowment Wealth Management, Inc.661$237.0K0.24%+661New
Cheviot Value Management, LLC662$238.0K0.06%−7−1.0%Reduced
San Luis Wealth Advisors LLC665$239.0K0.24%−913−57.9%Reduced
Horan Capital Advisors, LLC.666$239.0K0.09%00.0%Unchanged
Tandem Capital Management Corp664$239.0K0.14%+664New
GenTrust, LLC612$240.0K0.02%−186−23.3%Reduced
Salem Investment Counselors Inc667$240.0K0.01%+172+34.7%Added
NewEdge Wealth, LLC667$240.0K0.01%+667New
Goodman Advisory Group, LLC669$240.0K0.08%+669New
Capital Advisors Inc671$241.0K0.01%−102−13.2%Reduced
Townsend Asset Management Corp671$241.0K0.12%−12−1.8%Reduced
Atlantic Union Bankshares Corp676$243.0K0.02%−41−5.7%Reduced
Somerset Trust Co677$243.0K0.09%+39+6.1%Added
Berkeley Capital Partners, LLC676$243.0K0.10%+50+8.0%Added
Vista Wealth Management Group, LLC678$244.0K0.04%−146−17.7%Reduced
First National Bank681$244.0K0.21%00.0%Unchanged
Weaver Consulting Group679$244.0K0.12%00.0%Unchanged
Sargent Investment Group, LLC681$245.0K0.06%00.0%Unchanged
Lenox Wealth Advisors, LLC681$245.0K0.03%+30+4.6%Added
Annex Advisory Services, LLC681$245.0K0.02%+681New
WNY Asset Management, LLC685$246.0K0.07%+685New
Hoylecohen, LLC690$248.0K0.02%−57−7.6%Reduced
Bellecapital International Ltd.690$248.0K0.07%00.0%Unchanged
Vectors Research Management, LLC689$248.0K0.05%00.0%Unchanged
HNP Capital LLC689$248.0K0.06%00.0%Unchanged
Outlook Wealth Advisors, LLC690$248.0K0.07%+5+0.7%Added