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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; 3,634 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 2022

Institutional positions in Mastercard Inc as of Mar 31, 2022. 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
2,624
+6 vs. Q4 2021
Shares held
738.0M
−429.3K (−0.1%) vs. Q4 2021
Total value
$262.5B
−$2.06B (−0.8%) vs. Q4 2021
New holders
168
1,082 more added
Sold out
162
1,022 more reduced

28 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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 holdersQ1 2022: 2,624 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 2022: $262.5B
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 2022

Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q4 2021.

Institutions holding MA in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
J.Safra Asset Management Corp24$00.00%+24New
CFS Investment Advisory Services, LLC122,581$00.00%+122,581New
Old North State Trust, LLC1$3750.30%−904−99.9%Reduced
Northern Oak Wealth Management Inc4$1.00K0.00%00.0%Unchanged
Ten Capital Wealth Advisors, LLC2$1.00K0.00%+2New
WR Wealth Planners, LLC3$1.07K0.00%+3New
Horan Securities, Inc.5$2.00K0.00%00.0%Unchanged
TCTC Holdings, LLC9$3.00K0.00%+9New
FNY Investment Advisers, LLC9$3.00K0.00%+9New
Ritter Daniher Financial Advisory, LLC15$5.00K0.00%−25−62.5%Reduced
USA Financial Portformulas Corp14$5.00K0.01%−16−53.3%Reduced
Macroview Investment Management LLC15$5.00K0.01%00.0%Unchanged
Econ Financial Services Corp15$5.00K0.00%00.0%Unchanged
Longfellow Investment Management Co LLC16$6.00K0.00%00.0%Unchanged
Surevest, LLC17$6.00K0.00%00.0%Unchanged
Financial Avengers, Inc.20$7.00K0.00%00.0%Unchanged
Westside Investment Management, Inc.23$8.00K0.00%00.0%Unchanged
Lake Point Wealth Management23$8.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC25$8.94K0.00%−13−34.2%Reduced
Financial Connections Group, Inc.26$9.00K0.01%00.0%Unchanged
IAG Wealth Partners, LLC27$10.0K0.00%+27New
Advanced Research Investment Solutions, LLC30$11.0K0.00%+5+20.0%Added
Capital Directions Investment Advisors, LLC32$11.0K0.00%+32New
Level Financial Advisors, Inc.34$12.0K0.01%00.0%Unchanged
Stephenson National Bank & Trust35$13.0K0.01%00.0%Unchanged
Carolina Wealth Advisors, LLC37$13.0K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.43$15.0K0.00%00.0%Unchanged
TSFG, LLC43$15.0K0.01%00.0%Unchanged
Dark Forest Capital Management LP44$15.0K0.00%+44New
McClarren Financial Advisors, Inc.45$16.0K0.01%−2−4.3%Reduced
Kozak & Associates, Inc.48$16.0K0.01%00.0%Unchanged
Princeton Global Asset Management LLC44$16.0K0.00%00.0%Unchanged
Harding Loevner LP52$17.0K0.00%−493,547−100.0%Reduced
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
Schubert & Co49$18.0K0.02%+12+32.4%Added
Disciplined Investments, LLC51$18.0K0.01%+45+750.0%Added
Stephens Consulting, LLC51$18.3K0.02%−2−3.8%Reduced
Stuart Chaussee & Associates, Inc.53$19.0K0.01%00.0%Unchanged
Aspire Private Capital, LLC52$19.0K0.01%00.0%Unchanged
Bellwether Advisors, LLC59$21.0K0.01%00.0%Unchanged
Graves-Light Private Wealth Management, Inc.65$23.0K0.00%00.0%Unchanged
Marquette Asset Management, LLC69$25.0K0.01%00.0%Unchanged
Cordasco Financial Network71$25.0K0.02%+23+47.9%Added
Greenwood Capital Associates LLC72$26.0K0.01%−18,501−99.6%Reduced
Focused Wealth Management, Inc82$29.0K0.00%00.0%Unchanged
Investors Research Corp87$31.0K0.01%00.0%Unchanged
Sittner & Nelson, LLC87$31.0K0.02%00.0%Unchanged
PrairieView Partners, LLC87$31.0K0.00%+32+58.2%Added
Cordant, Inc.89$32.0K0.02%+89New
Ogorek Anthony Joseph93$33.0K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC98$35.0K0.04%00.0%Unchanged
Professional Financial Advisors, LLC100$36.0K0.02%−17−14.5%Reduced
Dixon Hughes Goodman Wealth Advisors LLC102$36.0K0.01%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 LLC103$37.0K0.02%+3+3.0%Added
Central Bank & Trust Co105$38.0K0.01%00.0%Unchanged
Coastal Capital Group, Inc.106$38.0K0.01%+21+24.7%Added
Ulland Investment Advisors, LLC107$38.0K0.03%+25+30.5%Added
Western Pacific Wealth Management, LP110$39.0K0.03%00.0%Unchanged
Altshuler Shaham Ltd112$40.0K0.00%+112New
Syverson Strege & Co119$43.0K0.05%00.0%Unchanged
Retirement Group, LLC120$43.0K0.02%00.0%Unchanged
Joseph P. Lucia & Associates, LLC124$44.0K0.03%+124New
First Community Trust NA127$45.0K0.04%00.0%Unchanged
John W. Brooker & Co., CPAs126$45.0K0.02%00.0%Unchanged
WFA Asset Management Corp127$45.2K0.03%+1+0.8%Added
American National Bank129$46.0K0.01%+129New
Tortoise Investment Management, LLC132$47.0K0.01%00.0%Unchanged
Avion Wealth134$48.0K0.01%00.0%Unchanged
Arcadia Investment Management Corp137$49.0K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC140$50.0K0.01%00.0%Unchanged
Clearview Wealth Advisors LLC146$52.0K0.03%−112−43.4%Reduced
Blue Bell Private Wealth Management, LLC151$54.0K0.02%00.0%Unchanged
Clear Perspectives Financial Planning, LLC150$54.0K0.02%00.0%Unchanged
Rise Advisors, LLC150$54.0K0.05%+12+8.7%Added
Estabrook Capital Management153$54.7K0.01%00.0%Unchanged
Maryland Capital Advisors Inc.155$55.0K0.05%00.0%Unchanged
Larson Financial Group LLC158$56.0K0.01%−7−4.2%Reduced
Front Row Advisors LLC157$56.0K0.02%+10+6.8%Added
HBC Financial Services, PLLC166$57.0K0.04%00.0%Unchanged
Raffa Wealth Management, LLC162$57.9K0.02%00.0%Unchanged
Sumitomo Mitsui Financial Group, Inc.159$58.0K0.00%−1,153−87.9%Reduced
Rational Advisors LLC163$59.0K0.00%−8,337−98.1%Reduced
DB Wealth Management Group, LLC167$60.0K0.04%00.0%Unchanged
CoreFirst Bank & Trust170$61.0K0.04%00.0%Unchanged
Baldrige Asset Management LLC175$63.0K0.03%−40−18.6%Reduced
Providence Capital Advisors, LLC180$64.0K0.02%00.0%Unchanged
Steward Financial Group LLC181$64.0K0.06%00.0%Unchanged
Addison Advisors LLC181$65.0K0.04%−5−2.7%Reduced
Center for Financial Planning, Inc.187$67.0K0.01%00.0%Unchanged
Corbenic Partners LLC192$69.0K0.01%+14+7.9%Added
LSV Asset Management200$71.0K0.00%−100−33.3%Reduced
PYA Waltman Capital, LLC200$71.0K0.03%00.0%Unchanged
HighMark Wealth Management LLC200$71.0K0.05%00.0%Unchanged
Valley National Advisers Inc198$71.0K0.01%+51+34.7%Added
Siena Capital LLC200$71.0K0.04%+200New
SOA Wealth Advisors, LLC.205$73.0K0.02%−77−27.3%Reduced