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 |
|---|---|---|---|---|---|
| Taurus Asset Management, LLC | 1,670 | $597.0K | 0.06% | −146−8.0% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 1,670 | $597.0K | 0.21% | −105−5.9% | Reduced |
| Northcape Capital Pty Ltd | 1,680 | $600.0K | 0.06% | +1,680 | New |
| Cypress Wealth Services, LLC | 1,688 | $603.0K | 0.16% | +44+2.7% | Added |
| Arvest Trust Co N A | 1,693 | $605.0K | 0.03% | +265+18.6% | Added |
| XTX Topco Ltd | 1,693 | $605.0K | 0.27% | +604+55.5% | Added |
| Dixon Hubard Feinour & Brown Inc | 1,696 | $606.0K | 0.06% | +1,696 | New |
| Concord Wealth Partners | 1,701 | $608.0K | 0.16% | −2−0.1% | Reduced |
| BerganKDV Wealth Management, LLC | 1,705 | $609.0K | 0.07% | +131+8.3% | Added |
| Brave Asset Management Inc | 1,709 | $611.0K | 0.21% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 1,709 | $611.0K | 0.23% | +120+7.6% | Added |
| Everhart Financial Group, Inc. | 1,711 | $611.0K | 0.35% | +484+39.4% | Added |
| Clark Financial Services Group Inc | 1,712 | $612.0K | 0.45% | +88+5.4% | Added |
| Five Oceans Advisors | 1,723 | $616.0K | 0.55% | +110+6.8% | Added |
| Bell Bank | 1,733 | $619.0K | 0.07% | −26−1.5% | Reduced |
| Columbia Advisory Partners LLC | 1,738 | $621.0K | 0.62% | +2+0.1% | Added |
| Diligent Investors, LLC | 1,741 | $622.0K | 0.18% | −78−4.3% | Reduced |
| Keudell/Morrison Wealth Management | 1,747 | $624.0K | 0.26% | −20−1.1% | Reduced |
| Disciplined Equity Management, Inc. | 1,746 | $624.0K | 0.63% | −1−0.1% | Reduced |
| Green Square Capital Advisors LLC | 1,751 | $626.0K | 0.10% | +150+9.4% | Added |
| Vigilant Capital Management, LLC | 1,756 | $628.0K | 0.05% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,757 | $628.0K | 0.12% | +187+11.9% | Added |
| Financial Engines Advisors L.L.C. | 1,769 | $632.0K | 0.00% | +580+48.8% | Added |
| Washington Trust Advisors, Inc. | 1,775 | $635.0K | 0.05% | −135−7.1% | Reduced |
| Clarity Wealth Advisors, LLC | 1,778 | $635.0K | 0.30% | +99+5.9% | Added |
| Darwin Advisors, LLC | 1,781 | $636.0K | 0.10% | +5+0.3% | Added |
| Crawford Investment Counsel Inc | 1,779 | $636.0K | 0.01% | +2+0.1% | Added |
| Boston Family Office LLC | 1,779 | $636.0K | 0.05% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 1,780 | $636.0K | 0.05% | +30+1.7% | Added |
| Total Clarity Wealth Management, Inc. | 1,784 | $638.0K | 0.35% | −7−0.4% | Reduced |
| WBH Advisory Inc | 1,695 | $642.0K | 0.08% | +300+21.5% | Added |
| TCWP LLC | 1,802 | $643.0K | 0.12% | −328−15.4% | Reduced |
| Americana Partners, LLC | 1,985 | $647.0K | 0.20% | +174+9.6% | Added |
| Radnor Capital Management, LLC | 1,814 | $648.0K | 0.16% | −75−4.0% | Reduced |
| Paragon Private Wealth Management, LLC | 1,798 | $648.0K | 0.63% | +105+6.2% | Added |
| Round Hill Asset Management | 1,820 | $650.0K | 0.34% | +1,820 | New |
| Verus Capital Partners, LLC | 1,872 | $650.0K | 0.10% | +1,872 | New |
| Capital Planning Advisors, LLC | 1,825 | $652.0K | 0.14% | −4−0.2% | Reduced |
| Journey Strategic Wealth LLC | 1,833 | $655.0K | 0.07% | +29+1.6% | Added |
| Wealth Architects, LLC | 1,840 | $658.0K | 0.11% | +118+6.9% | Added |
| Morse Asset Management, Inc | 1,845 | $659.0K | 0.16% | −125−6.3% | Reduced |
| Old Port Advisors | 1,812 | $659.0K | 0.22% | +34+1.9% | Added |
| Private Portfolio Partners LLC | 1,845 | $659.4K | 0.16% | +33+1.8% | Added |
| Baker Boyer National Bank | 1,850 | $661.0K | 0.32% | 00.0% | Unchanged |
| Valley Brook Capital Group | 1,855 | $662.0K | 0.57% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,850 | $666.0K | 0.83% | +230+14.2% | Added |
| M Holdings Securities, Inc. | 1,862 | $666.0K | 0.05% | +1,862 | New |
| Fortress Wealth Group, LLC | 1,865 | $667.0K | 0.52% | −6−0.3% | Reduced |
| First Commonwealth Financial Corp | 1,866 | $667.0K | 0.21% | −78−4.0% | Reduced |
| SS&H Financial Advisors, Inc. | 1,866 | $667.0K | 0.26% | +1,866 | New |
| Exane Derivatives | 1,875 | $670.1K | 0.19% | −203−9.8% | Reduced |
| FirstPurpose Wealth LLC | 1,879 | $672.0K | 0.52% | +178+10.5% | Added |
| Founders Financial Securities LLC | 1,881 | $672.0K | 0.12% | +203+12.1% | Added |
| Absher Wealth Management, LLC | 1,894 | $677.0K | 0.12% | +4+0.2% | Added |
| BancFirst Trust & Investment Management | 1,897 | $678.0K | 0.43% | +1,897 | New |
| Paradigm Asset Management Co LLC | 1,899 | $678.7K | 0.18% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 1,900 | $679.0K | 0.51% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,903 | $680.0K | 0.58% | −63−3.2% | Reduced |
| McLean Asset Management Corp | 1,902 | $680.0K | 0.50% | +73+4.0% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,855 | $681.0K | 0.19% | −390−17.4% | Reduced |
| TFC Financial Management | 1,907 | $682.0K | 0.19% | +99+5.5% | Added |
| Intersect Capital LLC | 1,909 | $682.0K | 0.13% | +348+22.3% | Added |
| Wealth Management Associates, Inc. | 1,913 | $683.6K | 0.39% | −30−1.5% | Reduced |
| Sutton Wealth Advisors Inc. | 1,914 | $684.0K | 0.24% | +19+1.0% | Added |
| Family Legacy, Inc. | 1,922 | $687.0K | 0.29% | +158+9.0% | Added |
| swisspartners Ltd. | 1,927 | $688.0K | 0.54% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 1,928 | $689.0K | 0.32% | −33−1.7% | Reduced |
| TFG Advisers LLC | 1,937 | $692.0K | 0.32% | +35+1.8% | Added |
| Meridian Wealth Advisors, LLC | 1,936 | $692.0K | 0.16% | +932+92.8% | Added |
| Detalus Advisors, LLC | 1,939 | $693.0K | 0.37% | −215−10.0% | Reduced |
| PDS Planning, Inc | 1,945 | $695.0K | 0.12% | +349+21.9% | Added |
| Valmark Advisers, Inc. | 1,946 | $696.0K | 0.01% | −218−10.1% | Reduced |
| Arnhold LLC | 1,947 | $696.0K | 0.08% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 1,954 | $698.0K | 0.19% | +3+0.2% | Added |
| Boenning & Scattergood, Inc. | 1,953 | $698.0K | 0.11% | +72+3.8% | Added |
| IMA Wealth, Inc. | 1,959 | $700.0K | 0.16% | −1,756−47.3% | Reduced |
| Lake Street Financial LLC | 1,967 | $703.0K | 0.13% | −104−5.0% | Reduced |
| Field & Main Bank | 1,973 | $705.0K | 0.43% | +5+0.3% | Added |
| Kore Private Wealth LLC | 1,974 | $705.0K | 0.09% | +141+7.7% | Added |
| Bulltick Wealth Management, LLC | 1,973 | $705.1K | 0.16% | +296+17.7% | Added |
| Minot Wealth Management LLC | 1,976 | $706.0K | 0.15% | +50+2.6% | Added |
| Commons Capital, LLC | 1,984 | $709.0K | 0.77% | +102+5.4% | Added |
| Convergence Investment Partners, LLC | 1,990 | $711.0K | 0.37% | +445+28.8% | Added |
| Mendel Money Management | 1,989 | $711.0K | 0.35% | +1,989 | New |
| Howard Wealth Management, LLC | 1,995 | $712.0K | 0.39% | 00.0% | Unchanged |
| Grand Central Investment Group | 2,001 | $715.0K | 0.85% | −165−7.6% | Reduced |
| Van Strum & Towne Inc. | 2,000 | $715.0K | 0.27% | 00.0% | Unchanged |
| Becker Capital Management Inc | 2,011 | $719.0K | 0.03% | −10−0.5% | Reduced |
| Nova R Wealth, Inc. | 2,015 | $720.0K | 0.62% | −5−0.2% | Reduced |
| Halbert Hargrove Global Advisors, LLC | 2,013 | $720.0K | 0.05% | +8+0.4% | Added |
| Aberdeen Wealth Management LLC | 2,027 | $724.0K | 0.49% | 00.0% | Unchanged |
| Financial Management Network Inc | 1,986 | $729.0K | 0.37% | +1+0.1% | Added |
| Baldwin Brothers Inc | 2,046 | $731.0K | 0.08% | +225+12.4% | Added |
| Almanack Investment Partners, LLC. | 2,047 | $732.0K | 0.06% | −406−16.6% | Reduced |
| UMA Financial Services, Inc. | 1,987 | $732.0K | 0.19% | −10−0.5% | Reduced |
| Avalon Investment & Advisory | 2,052 | $733.0K | 0.02% | +20+1.0% | Added |
| Waterfront Wealth Inc. | 2,079 | $734.0K | 0.26% | 00.0% | Unchanged |
| Cahill Wealth Management, LLC | 2,061 | $736.0K | 0.55% | +2,061 | New |
| Quent Capital, LLC | 2,062 | $737.0K | 0.14% | +774+60.1% | Added |
| Plancorp, LLC | 2,064 | $738.0K | 0.05% | −54−2.5% | Reduced |