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, 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
- 2,623
- +5 vs. Q4 2021
- Shares held
- 738.0M
- −430.6K (−0.1%) vs. Q4 2021
- Total value
- $262.5B
- −$2.06B (−0.8%) vs. Q4 2021
- New holders
- 167
- 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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, Q1 2022
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Farmers & Merchants Trust Co of Long Beach | 3,846 | $1.37M | 0.36% | +264+7.4% | Added |
| Trust Investment Advisors | 3,872 | $1.38M | 1.13% | +51+1.3% | Added |
| Fort, L.P. | 3,904 | $1.40M | 0.53% | −225−5.4% | Reduced |
| Crescent Park Management, L.P. | 3,905 | $1.40M | 0.23% | +339+9.5% | Added |
| Westhampton Capital, LLC | 3,915 | $1.40M | 0.90% | +5+0.1% | Added |
| Strong Tower Advisory Services | 3,940 | $1.41M | 0.72% | +1,064+37.0% | Added |
| 4J Wealth Management LLC | 3,957 | $1.41M | 1.24% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 3,969 | $1.42M | 0.02% | +661+20.0% | Added |
| SeaBridge Investment Advisors LLC | 3,993 | $1.43M | 0.43% | +543+15.7% | Added |
| Relative Value Partners Group, LLC | 4,000 | $1.43M | 0.10% | +4,000 | New |
| Merrion Investment Management Co, LLC | 4,010 | $1.43M | 1.05% | −60−1.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 4,001 | $1.44M | 0.96% | −26,109−86.7% | Reduced |
| KC Investment Advisors, LLC | 4,032 | $1.44M | 1.00% | +394+10.8% | Added |
| Nations Financial Group Inc, | 4,037 | $1.44M | 0.17% | −785−16.3% | Reduced |
| NVWM, LLC | 4,037 | $1.44M | 0.46% | +243+6.4% | Added |
| M&R Capital Management Inc | 4,063 | $1.45M | 0.31% | +194+5.0% | Added |
| BNC Wealth Management, LLC | 4,068 | $1.45M | 0.72% | +57+1.4% | Added |
| Mission Wealth Management, LP | 4,076 | $1.46M | 0.07% | +308+8.2% | Added |
| KG&L Capital Management,LLC | 4,089 | $1.46M | 0.61% | −627−13.3% | Reduced |
| Deseret Mutual Benefit Administrators | 4,095 | $1.46M | 0.29% | −442−9.7% | Reduced |
| Brightworth | 4,093 | $1.46M | 0.15% | −38−0.9% | Reduced |
| Mystic Asset Management, Inc. | 4,105 | $1.47M | 0.79% | −5−0.1% | Reduced |
| Wealthcare Advisory Partners LLC | 4,118 | $1.47M | 0.09% | +372+9.9% | Added |
| Parsec Financial Management, Inc. | 4,122 | $1.47M | 0.06% | +162+4.1% | Added |
| AdvisorNet Financial, Inc | 4,128 | $1.48M | 0.09% | +503+13.9% | Added |
| Axxcess Wealth Management, LLC | 4,127 | $1.48M | 0.12% | +1,213+41.6% | Added |
| United Community Bank | 4,147 | $1.48M | 1.48% | +5+0.1% | Added |
| Oak Associates, Ltd | 4,149 | $1.48M | 0.09% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,150 | $1.48M | 0.22% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 4,157 | $1.49M | 0.13% | +1,022+32.6% | Added |
| SG Americas Securities, LLC | 4,159 | $1.49M | 0.01% | −23,421−84.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,159 | $1.49M | 0.31% | −117−2.7% | Reduced |
| Intellectus Partners, LLC | 4,169 | $1.49M | 0.44% | −235−5.3% | Reduced |
| Sheets Smith Investment Management | 4,171 | $1.49M | 1.83% | +2,332+126.8% | Added |
| Charles Schwab Trust Co | 4,175 | $1.49M | 0.26% | −2,395−36.5% | Reduced |
| Liberty Capital Management, Inc. | 4,175 | $1.49M | 0.44% | 00.0% | Unchanged |
| Alapocas Investment Partners, Inc. | 4,191 | $1.50M | 1.29% | −539−11.4% | Reduced |
| Cahill Financial Advisors Inc | 4,191 | $1.50M | 0.28% | −102−2.4% | Reduced |
| C WorldWide Group Holding A/S | 4,204 | $1.50M | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 4,207 | $1.50M | 0.06% | +1,274+43.4% | Added |
| Amussen Hunsaker Associates LLC | 4,204 | $1.50M | 0.35% | +218+5.5% | Added |
| BSW Wealth Partners | 4,213 | $1.51M | 0.38% | +382+10.0% | Added |
| KCM Investment Advisors LLC | 4,229 | $1.51M | 0.06% | −156−3.6% | Reduced |
| Israel Discount Bank of New York | 4,238 | $1.51M | 0.99% | +441+11.6% | Added |
| Bienville Capital Management, LLC | 4,254 | $1.52M | 0.76% | +500+13.3% | Added |
| Aua Capital Management, LLC | 4,284 | $1.53M | 0.82% | +71+1.7% | Added |
| Vident Investment Advisory, LLC | 4,285 | $1.53M | 0.04% | −3,848−47.3% | Reduced |
| Principal Street Partners, LLC | 4,327 | $1.55M | 0.35% | −973−18.4% | Reduced |
| Crestline Management, LP | 4,328 | $1.55M | 0.19% | +4,328 | New |
| Strengthening Families & Communities, LLC | 4,338 | $1.55M | 0.96% | +385+9.7% | Added |
| EP Wealth Advisors, LLC | 4,348 | $1.55M | 0.03% | −597−12.1% | Reduced |
| GoalVest Advisory LLC | 4,363 | $1.56M | 0.88% | +4,363 | New |
| Bard Financial Services, Inc. | 4,370 | $1.56M | 0.13% | 00.0% | Unchanged |
| VeraBank, N.A. | 4,380 | $1.56M | 0.81% | −150−3.3% | Reduced |
| S&CO Inc | 4,394 | $1.57M | 0.11% | +1,023+30.3% | Added |
| Elevated Capital Advisors, LLC | 4,399 | $1.57M | 0.52% | +4,399 | New |
| Arbor Capital Management Inc | 4,305 | $1.57M | 1.21% | −121−2.7% | Reduced |
| Smith, Moore & Co. | 4,419 | $1.58M | 0.22% | +35+0.8% | Added |
| Wealth Alliance | 4,433 | $1.58M | 0.32% | +1,326+42.7% | Added |
| Clark Capital Management Group, Inc. | 4,454 | $1.59M | 0.02% | −64,098−93.5% | Reduced |
| New Century Advisors, LLC | 4,460 | $1.59M | 1.35% | +340+8.3% | Added |
| GraniteShares Advisors LLC | 4,483 | $1.60M | 0.87% | −194−4.1% | Reduced |
| Security National Bank | 4,500 | $1.61M | 0.37% | −160−3.4% | Reduced |
| Segment Wealth Management, LLC | 4,513 | $1.61M | 0.17% | +6+0.1% | Added |
| Money Concepts Capital Corp | 4,522 | $1.62M | 0.09% | +2,049+82.9% | Added |
| Patron Partners Advisors, LLC | 4,534 | $1.62M | 1.11% | +104+2.3% | Added |
| Stonebridge Financial Planning Group, LLC | 4,536 | $1.62M | 0.91% | −124−2.7% | Reduced |
| Visionary Wealth Advisors | 4,549 | $1.63M | 0.13% | +1,850+68.5% | Added |
| Pegasus Partners Ltd. | 4,567 | $1.63M | 0.29% | +199+4.6% | Added |
| Global Retirement Partners, LLC | 4,793 | $1.63M | 0.13% | +1,663+53.1% | Added |
| Red Wave Investments LLC | 4,574 | $1.64M | 0.58% | +1,395+43.9% | Added |
| Laidlaw Wealth Management LLC | 4,596 | $1.64M | 0.27% | −200−4.2% | Reduced |
| Resources Investment Advisors, LLC. | 4,602 | $1.65M | 0.06% | +510+12.5% | Added |
| Cobblestone Capital Advisors LLC | 4,608 | $1.65M | 0.11% | 00.0% | Unchanged |
| Headinvest, LLC | 4,619 | $1.65M | 0.32% | +153+3.4% | Added |
| Chemistry Wealth Management LLC | 4,629 | $1.65M | 0.57% | +4,629 | New |
| Sierra Capital LLC | 4,640 | $1.66M | 0.26% | −329−6.6% | Reduced |
| Peterson Financial Group, Inc. | 4,641 | $1.66M | 1.37% | +281+6.4% | Added |
| Inverness Counsel LLC | 4,645 | $1.66M | 0.07% | −422−8.3% | Reduced |
| Chilton Capital Management LLC | 4,656 | $1.66M | 0.09% | 00.0% | Unchanged |
| Payden & Rygel | 4,660 | $1.67M | 0.08% | −900−16.2% | Reduced |
| Ropes Wealth Advisors LLC | 4,659 | $1.67M | 0.29% | −79−1.7% | Reduced |
| Cox Capital Mgt LLC | 4,667 | $1.67M | 1.05% | +117+2.6% | Added |
| Tectonic Advisors LLC | 4,666 | $1.67M | 0.29% | +266+6.0% | Added |
| Benjamin Edwards Inc | 4,678 | $1.67M | 0.49% | +1,111+31.1% | Added |
| Platform Technology Partners | 4,725 | $1.69M | 0.81% | −15−0.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,738 | $1.69M | 0.18% | −277−5.5% | Reduced |
| Wambolt & Associates, LLC | 4,650 | $1.69M | 0.62% | +25+0.5% | Added |
| Empowered Funds, LLC | 4,737 | $1.69M | 0.19% | +1,627+52.3% | Added |
| My Legacy Advisors, LLC | 4,737 | $1.69M | 0.79% | +4,737 | New |
| Essex Financial Services, Inc. | 4,744 | $1.70M | 0.16% | −1,557−24.7% | Reduced |
| Jacobsen Capital Management | 4,763 | $1.70M | 0.78% | +781+19.6% | Added |
| Missouri Trust & Investment Co | 4,779 | $1.71M | 1.00% | +113+2.4% | Added |
| Fort Point Capital Partners LLC | 4,781 | $1.71M | 0.26% | +475+11.0% | Added |
| World Equity Group, Inc. | 4,787 | $1.71M | 0.37% | +4,787 | New |
| Mutual Advisors, LLC | 4,788 | $1.71M | 0.10% | +228+5.0% | Added |
| Amica Retiree Medical Trust | 4,822 | $1.72M | 1.61% | −545−10.2% | Reduced |
| Redwood Investments, LLC | 4,844 | $1.73M | 0.16% | −5,519−53.3% | Reduced |
| Principle Wealth Partners LLC | 4,852 | $1.73M | 0.18% | +10+0.2% | Added |
| Modera Wealth Management, LLC | 4,861 | $1.74M | 0.08% | −5,902−54.8% | Reduced |