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 |
|---|---|---|---|---|---|
| Continental Investors Services, Inc. | 914 | $328.0K | 0.86% | +5+0.6% | Added |
| Prosperity Consulting Group, LLC | 924 | $330.0K | 0.25% | −32−3.3% | Reduced |
| Eads & Heald Wealth Management | 923 | $330.0K | 0.15% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 924 | $330.0K | 0.10% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 927 | $331.0K | 0.03% | −885−48.8% | Reduced |
| Peninsula Wealth, LLC | 927 | $331.0K | 0.09% | +127+15.9% | Added |
| GYL Financial Synergies, LLC | 929 | $332.0K | 0.08% | −226−19.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 929 | $332.0K | 0.10% | +69+8.0% | Added |
| Rappaport Reiches Capital Management, LLC | 932 | $333.1K | 0.18% | +932 | New |
| KCS Wealth Advisory | 938 | $335.0K | 0.15% | −11−1.2% | Reduced |
| Retirement Planning Co of New England, Inc. | 938 | $335.0K | 0.19% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 941 | $336.0K | 0.07% | +941 | New |
| Foundry Partners, LLC | 941 | $336.0K | 0.02% | +941 | New |
| Millennium Capital Advisors, LLC | 941 | $336.2K | 0.27% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 942 | $337.0K | 0.02% | −146−13.4% | Reduced |
| Full Sail Capital, LLC | 947 | $338.0K | 0.03% | −131−12.2% | Reduced |
| Naples Global Advisors, LLC | 951 | $340.0K | 0.04% | −230−19.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 950 | $340.0K | 0.21% | 00.0% | Unchanged |
| X-Square Capital, LLC | 952 | $340.0K | 0.18% | +94+11.0% | Added |
| Manchester Financial Inc | 952 | $340.0K | 0.12% | +952 | New |
| Oberweis Asset Management Inc | 954 | $341.0K | 0.07% | −50−5.0% | Reduced |
| CCG Wealth Management, LLC | 954 | $341.0K | 0.17% | +954 | New |
| Truvvo Partners LLC | 960 | $343.0K | 5.39% | +1+0.1% | Added |
| Goodman Advisory Group, LLC | 959 | $343.0K | 0.12% | +290+43.3% | Added |
| MBE Wealth Management, LLC | 963 | $344.0K | 0.20% | −13−1.3% | Reduced |
| Foster & Motley Inc | 965 | $345.0K | 0.03% | +27+2.9% | Added |
| Eagle Bay Advisors LLC | 971 | $346.0K | 0.28% | −222−18.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 973 | $347.0K | 0.19% | −51−5.0% | Reduced |
| Enhancing Capital LLC | 970 | $347.0K | 0.37% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 973 | $348.0K | 0.02% | +210+27.5% | Added |
| Woodstock Corp | 979 | $350.0K | 0.04% | −171−14.9% | Reduced |
| Acorn Financial Advisory Services Inc | 983 | $351.0K | 0.07% | +1+0.1% | Added |
| Sage Private Wealth Group, LLC | 994 | $355.0K | 0.35% | +11+1.1% | Added |
| MSH Capital Advisors LLC | 995 | $355.5K | 0.15% | +1+0.1% | Added |
| Fragasso Group Inc. | 997 | $356.0K | 0.04% | −103−9.4% | Reduced |
| Successful Portfolios LLC | 997 | $356.0K | 0.20% | +24+2.5% | Added |
| Ardevora Asset Management LLP | 1,000 | $357.0K | 0.00% | −228,100−99.6% | Reduced |
| Geneva Partners, LLC | 1,003 | $358.0K | 0.22% | −20−2.0% | Reduced |
| Lloyd Advisory Services, LLC. | 1,001 | $358.0K | 0.17% | +152+17.9% | Added |
| Magnus Financial Group LLC | 1,004 | $359.0K | 0.06% | +57+6.0% | Added |
| Meadow Creek Wealth Advisors LLC | 1,007 | $360.0K | 0.39% | −183−15.4% | Reduced |
| Tradition Wealth Management, LLC | 1,010 | $361.0K | 0.05% | −1,519−60.1% | Reduced |
| Duality Advisers, LP | 1,016 | $363.0K | 0.04% | +1,016 | New |
| Sage Mountain Advisors LLC | 1,025 | $366.0K | 0.06% | −370−26.5% | Reduced |
| Consolidated Capital Management, LLC | 1,025 | $366.0K | 0.17% | −44−4.1% | Reduced |
| Lee Danner & Bass Inc | 1,027 | $367.0K | 0.03% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,027 | $367.0K | 0.01% | +12+1.2% | Added |
| S.C. Financial Services, Inc. | 1,030 | $368.0K | 0.47% | +1+0.1% | Added |
| Raleigh Capital Management Inc. | 1,029 | $368.0K | 0.20% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,030 | $368.0K | 0.04% | +32+3.2% | Added |
| FinTrust Capital Advisors, LLC | 1,033 | $369.0K | 0.09% | −35−3.3% | Reduced |
| American Financial Advisors, LLC | 1,032 | $369.0K | 0.05% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 1,035 | $370.0K | 0.28% | −366−26.1% | Reduced |
| Consilio Wealth Advisors, LLC | 1,034 | $370.0K | 0.29% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 1,042 | $372.0K | 0.18% | −75−6.7% | Reduced |
| Select Asset Management & Trust | 1,040 | $372.0K | 0.32% | −53−4.8% | Reduced |
| Tower Bridge Advisors | 1,046 | $373.8K | 0.02% | +1,046 | New |
| Spectrum Wealth Advisory Group, LLC | 1,047 | $374.0K | 0.36% | +1+0.1% | Added |
| Sage Rhino Capital LLC | 1,047 | $374.0K | 0.11% | +11+1.1% | Added |
| MBL Wealth, LLC | 1,050 | $375.0K | 0.09% | +1,050 | New |
| Campbell Wealth Management | 1,063 | $380.0K | 0.05% | +1+0.1% | Added |
| NBT Bank N A | 1,068 | $382.0K | 0.05% | −85−7.4% | Reduced |
| Vivaldi Capital Management, LLC | 1,148 | $382.0K | 0.10% | +2+0.2% | Added |
| Aprio Wealth Management, LLC | 1,070 | $382.0K | 0.15% | −10−0.9% | Reduced |
| Redwood Financial Network Corp | 1,069 | $382.0K | 0.35% | +1,069 | New |
| D'Orazio & Associates, Inc. | 1,073 | $383.0K | 0.09% | +25+2.4% | Added |
| Tranquilli Financial Advisor LLC | 1,074 | $384.0K | 0.27% | +114+11.9% | Added |
| Fernwood Investment Management, LLC | 1,079 | $386.0K | 0.14% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,083 | $387.0K | 0.07% | −60−5.2% | Reduced |
| ZWJ Investment Counsel Inc | 1,085 | $388.0K | 0.02% | −164−13.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,085 | $388.0K | 0.20% | −55−4.8% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 1,087 | $388.0K | 0.43% | +1,087 | New |
| HBK Investments L P | 1,091 | $390.0K | 0.01% | +1,091 | New |
| Meristem Family Wealth, LLC | 1,095 | $391.0K | 0.04% | −732−40.1% | Reduced |
| Orion Capital Management LLC | 1,094 | $391.0K | 0.24% | +72+7.0% | Added |
| Prism Advisors, Inc. | 1,100 | $393.0K | 0.13% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 1,103 | $394.0K | 0.22% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,106 | $395.0K | 0.12% | +18+1.7% | Added |
| HBW Advisory Services LLC | 1,111 | $397.0K | 0.14% | −20−1.8% | Reduced |
| BCS Wealth Management | 1,111 | $397.0K | 0.16% | −1−0.1% | Reduced |
| Willow Creek Wealth Management Inc. | 1,114 | $398.0K | 0.08% | −49−4.2% | Reduced |
| Nwam LLC | 1,113 | $398.0K | 0.03% | +205+22.6% | Added |
| Castle Rock Wealth Management, LLC | 1,103 | $401.0K | 0.18% | −624−36.1% | Reduced |
| Key Financial Inc | 1,121 | $401.0K | 0.20% | +406+56.8% | Added |
| Arlington Partners LLC | 1,125 | $402.0K | 0.11% | +44+4.1% | Added |
| Rock Creek Group, LP | 1,124 | $402.0K | 0.05% | +175+18.4% | Added |
| Kalos Management, Inc. | 1,132 | $404.0K | 0.28% | +1,132 | New |
| Connective Portfolio Management, LLC | 1,135 | $406.0K | 0.90% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,136 | $406.0K | 0.27% | +25+2.3% | Added |
| Retirement Guys Formula LLC | 1,140 | $407.0K | 0.27% | +1,140 | New |
| RWM Asset Management, LLC | 1,141 | $408.0K | 0.08% | 00.0% | Unchanged |
| Golden Green, Inc. | 1,144 | $409.0K | 0.34% | −1,620−58.6% | Reduced |
| Ausdal Financial Partners, Inc. | 1,144 | $409.0K | 0.06% | −37−3.1% | Reduced |
| Blue Barn Wealth, LLC | 1,146 | $410.0K | 0.28% | +74+6.9% | Added |
| David Loasby | 1,164 | $410.0K | 0.05% | +197+20.4% | Added |
| Arcus Capital Partners, LLC | 1,162 | $415.0K | 0.15% | −310−21.1% | Reduced |
| Element Pointe Advisors, LLC | 1,160 | $415.0K | 0.14% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,165 | $416.0K | 0.32% | −18−1.5% | Reduced |
| Seven Post Investment Office LP | 1,165 | $416.0K | 0.13% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,163 | $416.0K | 0.40% | 00.0% | Unchanged |