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; 3,633 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, 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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| MainStreet Investment Advisors LLC | 4,864 | $1.74M | 0.16% | −324−6.2% | Reduced |
| Insight Wealth Strategies, LLC | 4,873 | $1.74M | 0.26% | +176+3.7% | Added |
| Beacon Financial Group | 4,821 | $1.75M | 0.23% | −32−0.7% | Reduced |
| Marshall Financial Group LLC | 4,891 | $1.75M | 0.72% | −313−6.0% | Reduced |
| First United Bank Trust | 4,895 | $1.75M | 0.69% | −145−2.9% | Reduced |
| Harfst & Associates, Inc. | 4,895 | $1.75M | 0.41% | +296+6.4% | Added |
| Miracle Mile Advisors, LLC | 4,926 | $1.76M | 0.08% | −1,297−20.8% | Reduced |
| McDaniel Terry & Co | 4,938 | $1.76M | 0.19% | −586−10.6% | Reduced |
| Winch Advisory Services, LLC | 4,979 | $1.78M | 0.62% | −147−2.9% | Reduced |
| Aevitas Wealth Management, Inc. | 4,987 | $1.78M | 1.09% | +82+1.7% | Added |
| Bourne Lent Asset Management Inc | 4,998 | $1.79M | 0.56% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 5,009 | $1.79M | 0.37% | +38+0.8% | Added |
| International Assets Investment Management, LLC | 5,018 | $1.79M | 0.32% | −114−2.2% | Reduced |
| Summit Financial, LLC | 5,017 | $1.79M | 0.14% | +263+5.5% | Added |
| Revolve Wealth Partners, LLC | 5,032 | $1.80M | 0.52% | +50+1.0% | Added |
| Bank Hapoalim BM | 5,036 | $1.80M | 0.19% | −745−12.9% | Reduced |
| Garrison Point Advisors, LLC | 5,036 | $1.80M | 1.26% | +32+0.6% | Added |
| Wealthspire Advisors, LLC | 5,063 | $1.81M | 0.04% | −5,052−49.9% | Reduced |
| Ledyard National Bank | 5,068 | $1.81M | 0.18% | −90−1.7% | Reduced |
| Pallas Capital Advisors LLC | 5,069 | $1.81M | 0.23% | −221−4.2% | Reduced |
| Sovereign Financial Group, Inc. | 5,094 | $1.82M | 0.67% | +33+0.7% | Added |
| Cornerstone Wealth Management, LLC | 5,094 | $1.82M | 0.18% | −139−2.7% | Reduced |
| Wedgewood Investors Inc | 5,095 | $1.82M | 2.20% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 5,094 | $1.82M | 0.08% | +370+7.8% | Added |
| Mather Group, LLC. | 5,104 | $1.82M | 0.04% | +416+8.9% | Added |
| West Branch Capital LLC | 5,109 | $1.83M | 0.87% | −275−5.1% | Reduced |
| Providence First Trust Co | 5,110 | $1.83M | 0.87% | −55−1.1% | Reduced |
| Audent Global Asset Management, LLC | 5,121 | $1.83M | 1.01% | −1,232−19.4% | Reduced |
| Howland Capital Management LLC | 5,122 | $1.83M | 0.10% | −143−2.7% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,130 | $1.83M | 0.14% | −190−3.6% | Reduced |
| Quadrant Capital Group LLC | 5,129 | $1.83M | 0.22% | +398+8.4% | Added |
| Carmichael Hill & Associates, Inc. | 5,154 | $1.84M | 0.93% | +3,900+311.0% | Added |
| Nicholas Hoffman & Company, LLC. | 5,163 | $1.84M | 0.07% | +3+0.1% | Added |
| PFG Advisors | 5,162 | $1.84M | 0.19% | +1,942+60.3% | Added |
| Orleans Capital Management Corp | 5,170 | $1.85M | 1.15% | −4,782−48.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,173 | $1.85M | 0.65% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,180 | $1.85M | 1.15% | −24−0.5% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,182 | $1.85M | 1.80% | +49+1.0% | Added |
| Moneta Group Investment Advisors LLC | 5,196 | $1.86M | 0.07% | −53−1.0% | Reduced |
| TrimTabs Asset Management, LLC | 5,204 | $1.86M | 0.62% | +135+2.7% | Added |
| Institutional & Family Asset Management, LLC | 5,223 | $1.87M | 0.29% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,232 | $1.87M | 0.12% | −23−0.4% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,251 | $1.88M | 0.34% | −73−1.4% | Reduced |
| Doyle Wealth Management | 5,268 | $1.88M | 0.14% | +35+0.7% | Added |
| DeDora Capital, Inc. | 5,279 | $1.89M | 0.76% | +62+1.2% | Added |
| Compagnie Lombard Odier SCmA | 5,280 | $1.89M | 0.04% | −465−8.1% | Reduced |
| Lee Johnson Capital Management, LLC | 5,283 | $1.89M | 1.68% | +1,299+32.6% | Added |
| Beaumont Financial Partners, LLC | 5,273 | $1.89M | 0.14% | −3,473−39.7% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,889 | $1.89M | 0.22% | +75+1.3% | Added |
| Main Street Financial Solutions, LLC | 5,307 | $1.90M | 0.28% | +13+0.2% | Added |
| Good Life Advisors, LLC | 5,311 | $1.90M | 0.24% | −107−2.0% | Reduced |
| Appleton Partners Inc | 5,314 | $1.90M | 0.16% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 5,328 | $1.90M | 0.32% | +647+13.8% | Added |
| Princeton Capital Management LLC | 5,337 | $1.91M | 0.59% | −113−2.1% | Reduced |
| Intact Investment Management Inc. | 5,350 | $1.91M | 0.05% | −1,250−18.9% | Reduced |
| Quantum Private Wealth, LLC | 5,403 | $1.93M | 0.83% | 00.0% | Unchanged |
| Capital Counsel LLC | 5,412 | $1.93M | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,416 | $1.94M | 0.22% | −1,309−19.5% | Reduced |
| Scott & Selber, Inc. | 5,451 | $1.95M | 0.75% | −67−1.2% | Reduced |
| LVW Advisors, LLC | 5,455 | $1.95M | 0.34% | +372+7.3% | Added |
| Kelman-Lazarov, Inc. | 5,466 | $1.95M | 0.65% | −28−0.5% | Reduced |
| Fieldpoint Private Securities, LLC | 5,509 | $1.97M | 0.41% | +524+10.5% | Added |
| Ayalon Holdings Ltd. | 5,522 | $1.97M | 0.67% | 00.0% | Unchanged |
| Heritage Wealth Management, LLC | 5,541 | $1.98M | 0.53% | +5,541 | New |
| Intelligent Financial Strategies | 5,544 | $1.98M | 1.93% | −545−9.0% | Reduced |
| First Bank & Trust | 5,582 | $1.99M | 0.61% | +1,179+26.8% | Added |
| Ritholtz Wealth Management | 5,601 | $2.00M | 0.14% | +980+21.2% | Added |
| Abbrea Capital, LLC | 5,605 | $2.00M | 0.28% | 00.0% | Unchanged |
| Brooktree Capital Management | 5,641 | $2.02M | 1.31% | −3,876−40.7% | Reduced |
| Inlet Private Wealth, LLC | 5,655 | $2.02M | 0.51% | 00.0% | Unchanged |
| Capital Financial Services, LLC | 5,660 | $2.02M | 2.38% | 00.0% | Unchanged |
| Seven Eight Capital, LP | 5,666 | $2.02M | 0.27% | +5,666 | New |
| Continuum Advisory, LLC | 5,595 | $2.03M | 0.39% | +2,760+97.4% | Added |
| Arjuna Capital | 5,749 | $2.06M | 0.86% | +8+0.1% | Added |
| Martin & Co Inc | 5,758 | $2.06M | 0.53% | −541−8.6% | Reduced |
| Eagle Strategies LLC | 5,774 | $2.06M | 0.81% | −380−6.2% | Reduced |
| Knuff & Co LLC | 5,776 | $2.06M | 0.75% | −228−3.8% | Reduced |
| We Are One Seven, LLC | 5,776 | $2.06M | 0.22% | −126−2.1% | Reduced |
| Merit Financial Group, LLC | 5,786 | $2.07M | 0.13% | +1,133+24.3% | Added |
| Optas, LLC | 5,787 | $2.07M | 0.68% | −5−0.1% | Reduced |
| Marion Wealth Management | 5,825 | $2.08M | 1.02% | +179+3.2% | Added |
| Donaldson Capital Management, LLC | 5,830 | $2.08M | 0.09% | +920+18.7% | Added |
| Atom Investors LP | 5,846 | $2.09M | 0.98% | −6,582−53.0% | Reduced |
| BTG Pactual Global Asset Management Ltd | 5,850 | $2.09M | 2.06% | −149−2.5% | Reduced |
| Independent Solutions Wealth Management, LLC | 5,856 | $2.09M | 0.53% | −208−3.4% | Reduced |
| Congress Wealth Management LLC | 5,859 | $2.09M | 0.05% | −2,844−32.7% | Reduced |
| Seeyond | 5,860 | $2.09M | 0.21% | +2,267+63.1% | Added |
| Farmers & Merchants Investments Inc | 5,865 | $2.10M | 0.08% | −31−0.5% | Reduced |
| Peapack Gladstone Financial Corp | 5,884 | $2.10M | 0.04% | +40+0.7% | Added |
| Jacobi Capital Management LLC | 5,901 | $2.11M | 0.25% | +346+6.2% | Added |
| Meridian Wealth Management, LLC | 5,920 | $2.12M | 0.23% | −1,578−21.0% | Reduced |
| Paloma Partners Management Co | 5,929 | $2.12M | 0.16% | −4,998−45.7% | Reduced |
| Paragon Advisors, LLC | 5,938 | $2.12M | 0.89% | +4,934+491.4% | Added |
| Bowling Portfolio Management LLC | 5,969 | $2.13M | 0.46% | −200−3.2% | Reduced |
| Transform Wealth, LLC | 5,976 | $2.13M | 0.24% | −413−6.5% | Reduced |
| Grove Bank & Trust | 5,984 | $2.14M | 0.42% | +849+16.5% | Added |
| United Bank | 6,007 | $2.15M | 1.14% | +1,541+34.5% | Added |
| Sander Capital Advisors Inc | 6,017 | $2.15M | 1.07% | +447+8.0% | Added |
| Gables Capital Management Inc. | 6,024 | $2.15M | 1.35% | 00.0% | Unchanged |
| Girard Partners Ltd. | 6,030 | $2.15M | 0.24% | −329−5.2% | Reduced |