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
- 2,624
- +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.
| 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 |
|---|---|---|---|---|---|
| Nadler Financial Group, Inc. | 580 | $207.0K | 0.03% | +4+0.7% | Added |
| LaFleur & Godfrey LLC | 580 | $207.0K | 0.03% | +580 | New |
| BTR Capital Management Inc | 582 | $208.0K | 0.03% | −9−1.5% | Reduced |
| Peterson Wealth Advisors, LLC | 581 | $208.0K | 0.06% | 00.0% | Unchanged |
| Norris Perne & French LLP | 585 | $209.0K | 0.02% | 00.0% | Unchanged |
| Insight Folios Inc | 589 | $210.0K | 0.09% | −35−5.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 588 | $210.0K | 0.14% | +588 | New |
| First Affirmative Financial Network | 590 | $211.0K | 0.20% | +590 | New |
| Apeiron RIA LLC | 609 | $213.0K | 0.10% | −22−3.5% | Reduced |
| West Chester Capital Advisors, Inc | 600 | $214.0K | 0.16% | 00.0% | Unchanged |
| Heathbridge Capital Management Ltd. | 600 | $214.0K | 0.07% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 600 | $214.0K | 0.15% | 00.0% | Unchanged |
| Hamilton Wealth, LLC | 600 | $214.0K | 0.09% | +3+0.5% | Added |
| Hofer & Associates. Inc | 599 | $214.0K | 0.19% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 602 | $215.0K | 0.09% | −55−8.4% | Reduced |
| Flynn Zito Capital Management, LLC | 603 | $215.0K | 0.18% | 00.0% | Unchanged |
| Crewe Advisors LLC | 601 | $215.0K | 0.04% | +20+3.4% | Added |
| KFA Private Wealth Group, LLC | 602 | $215.0K | 0.11% | +26+4.5% | Added |
| Fusion Family Wealth LLC | 602 | $215.0K | 0.03% | +602 | New |
| SJS Investment Consulting Inc. | 607 | $217.0K | 0.07% | +191+45.9% | Added |
| Riverview Trust Co | 608 | $217.0K | 0.16% | +608 | New |
| West Michigan Advisors, LLC | 607 | $217.0K | 0.16% | +607 | New |
| Old Mission Investment Co LLC | 609 | $217.6K | 0.08% | +9+1.5% | Added |
| Roberts Glore & Co Inc | 609 | $218.0K | 0.06% | +15+2.5% | Added |
| Paragon Capital Management LLC | 611 | $218.0K | 0.11% | +611 | New |
| KB Financial Partners, LLC | 614 | $219.0K | 0.06% | +35+6.0% | Added |
| Cooper/Haims Advisors, LLC | 616 | $220.0K | 0.14% | −100−14.0% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 616 | $220.0K | 0.09% | −32−4.9% | Reduced |
| Zhang Financial LLC | 617 | $221.0K | 0.04% | −25−3.9% | Reduced |
| Planning Directions Inc | 620 | $222.0K | 0.16% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 622 | $222.0K | 0.06% | +622 | New |
| Bellecapital International Ltd. | 624 | $223.0K | 0.07% | −66−9.6% | Reduced |
| Townsend Asset Management Corp | 625 | $223.0K | 0.11% | −46−6.9% | Reduced |
| M. Kulyk & Associates, LLC | 623 | $223.0K | 0.06% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 624 | $223.0K | 0.04% | +6+1.0% | Added |
| Capstone Financial Advisors, Inc. | 623 | $223.0K | 0.02% | +623 | New |
| Wealth Advisory Solutions, LLC | 623 | $223.0K | 0.05% | +623 | New |
| Smith Anglin Financial, LLC | 626 | $224.0K | 0.05% | −100−13.8% | Reduced |
| WNY Asset Management, LLC | 625 | $224.0K | 0.07% | −60−8.8% | Reduced |
| Greenwich Wealth Management LLC | 630 | $225.0K | 0.02% | +630 | New |
| Westwood Holdings Group Inc. | 632 | $226.0K | 0.00% | −9−1.4% | Reduced |
| Northstar Group, Inc. | 634 | $226.0K | 0.05% | +8+1.3% | Added |
| Founders Financial Alliance, LLC | 634 | $227.0K | 0.10% | −10−1.6% | Reduced |
| Vista Wealth Management Group, LLC | 638 | $228.0K | 0.03% | −40−5.9% | Reduced |
| F/M Investments LLC | 638 | $228.0K | 0.18% | 00.0% | Unchanged |
| RNC Capital Management LLC | 640 | $229.0K | 0.01% | −13−2.0% | Reduced |
| Garner Asset Management Corp | 640 | $229.0K | 0.09% | 00.0% | Unchanged |
| McAdam, LLC | 641 | $229.0K | 0.02% | +641 | New |
| Salem Investment Counselors Inc | 642 | $230.0K | 0.01% | −25−3.7% | Reduced |
| Freedom Day Solutions, LLC | 644 | $230.0K | 0.10% | +6+0.9% | Added |
| Cheviot Value Management, LLC | 650 | $232.0K | 0.05% | −12−1.8% | Reduced |
| Tandem Capital Management Corp | 664 | $233.0K | 0.16% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 654 | $234.0K | 0.16% | 00.0% | Unchanged |
| Bickling Financial Services, Inc. | 654 | $234.0K | 0.12% | +1+0.2% | Added |
| GW Henssler & Associates Ltd | 656 | $234.0K | 0.01% | +36+5.8% | Added |
| Soltis Investment Advisors LLC | 656 | $234.0K | 0.03% | +69+11.8% | Added |
| Morton Capital Management LLC | 657 | $234.8K | 0.10% | 00.0% | Unchanged |
| Cornell Pochily Investment Advisors, Inc. | 660 | $236.0K | 0.09% | +75+12.8% | Added |
| Weaver Consulting Group | 665 | $238.0K | 0.12% | −14−2.1% | Reduced |
| Horan Capital Advisors, LLC. | 666 | $238.0K | 0.10% | 00.0% | Unchanged |
| San Luis Wealth Advisors LLC | 662 | $238.0K | 0.12% | −3−0.5% | Reduced |
| Colonial River Wealth Management, LLC | 668 | $239.0K | 0.14% | −178−21.0% | Reduced |
| Philadelphia Trust Co | 671 | $240.0K | 0.02% | +671 | New |
| JFS Wealth Advisors, LLC | 676 | $242.0K | 0.02% | −70−9.4% | Reduced |
| Annex Advisory Services, LLC | 681 | $243.0K | 0.02% | 00.0% | Unchanged |
| Lenox Wealth Advisors, LLC | 690 | $243.0K | 0.03% | +9+1.3% | Added |
| First National Bank | 681 | $243.0K | 0.22% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 686 | $245.0K | 0.01% | −18−2.6% | Reduced |
| Vectors Research Management, LLC | 689 | $246.0K | 0.05% | 00.0% | Unchanged |
| HNP Capital LLC | 689 | $246.0K | 0.06% | 00.0% | Unchanged |
| Aire Advisors, LLC | 689 | $246.0K | 0.09% | +689 | New |
| Hoylecohen, LLC | 691 | $247.0K | 0.02% | +1+0.1% | Added |
| Benedetti & Gucer, Inc. | 694 | $248.0K | 0.17% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 695 | $248.0K | 0.10% | +19+2.8% | Added |
| Capital Advisors Inc | 693 | $248.0K | 0.01% | +22+3.3% | Added |
| MCF Advisors LLC | 697 | $249.0K | 0.02% | +697 | New |
| Gerber Kawasaki Wealth & Investment Management | 702 | $250.0K | 0.02% | −199−22.1% | Reduced |
| Monograph Wealth Advisors, LLC | 699 | $250.0K | 0.06% | +81+13.1% | Added |
| Harbor Group, Inc. | 703 | $251.0K | 0.16% | −13−1.8% | Reduced |
| Monticello Wealth Management, LLC | 703 | $251.0K | 0.02% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 702 | $251.0K | 0.11% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 702 | $251.0K | 0.12% | +60+9.3% | Added |
| Frisch Financial Group, Inc. | 704 | $252.0K | 0.08% | +1+0.1% | Added |
| Atlantic Union Bankshares Corp | 706 | $253.0K | 0.02% | +30+4.4% | Added |
| JNBA Financial Advisors | 710 | $254.0K | 0.03% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 714 | $255.0K | 0.05% | −149−17.3% | Reduced |
| Wellspring Financial Advisors, LLC | 713 | $255.0K | 0.08% | +1+0.1% | Added |
| Cassia Capital Partners, LLC | 713 | $255.0K | 0.20% | +17+2.4% | Added |
| Clean Yield Group | 714 | $255.0K | 0.09% | +61+9.3% | Added |
| KLCM Advisors, Inc. | 715 | $256.0K | 0.05% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 717 | $256.0K | 0.01% | +717 | New |
| DCM Advisors, LLC | 720 | $257.0K | 0.09% | −248−25.6% | Reduced |
| Cooper Financial Group | 719 | $257.0K | 0.10% | −3−0.4% | Reduced |
| FFT Wealth Management LLC | 721 | $258.0K | 0.02% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 724 | $259.0K | 0.13% | +6+0.8% | Added |
| Outlook Wealth Advisors, LLC | 727 | $260.0K | 0.09% | +37+5.4% | Added |
| Harvest Volatility Management LLC | 729 | $261.0K | 0.03% | +729 | New |
| Alera Investment Advisors, LLC | 730 | $261.0K | 0.06% | +730 | New |
| Octavia Wealth Advisors, LLC | 732 | $262.0K | 0.06% | −267−26.7% | Reduced |
| Ossiam | 732 | $262.0K | 0.01% | −181−19.8% | Reduced |