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 |
|---|---|---|---|---|---|
| Walter & Keenan Financial Consulting Co | 2,072 | $740.0K | 0.25% | +10.0% | Added |
| Baskin Financial Services Inc. | 2,076 | $742.0K | 0.07% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,081 | $744.0K | 0.11% | −693−25.0% | Reduced |
| Avestar Capital, LLC | 2,081 | $744.0K | 0.14% | +455+28.0% | Added |
| Clare Market Investments LLC | 2,084 | $744.8K | 0.24% | −96−4.4% | Reduced |
| Private Capital Group, LLC | 2,085 | $745.0K | 0.17% | −21−1.0% | Reduced |
| Eudaimonia Partners, LLC | 2,088 | $746.0K | 0.13% | +2,088 | New |
| Bigelow Investment Advisors, LLC | 2,094 | $748.0K | 0.35% | +11+0.5% | Added |
| Baldwin Investment Management, LLC | 2,100 | $750.0K | 0.21% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 2,100 | $750.0K | 0.37% | 00.0% | Unchanged |
| Invst, LLC | 2,291 | $751.0K | 0.12% | −20−0.9% | Reduced |
| Atlas Brown,Inc. | 2,102 | $751.0K | 0.31% | +17+0.8% | Added |
| Great Valley Advisor Group, Inc. | 2,114 | $757.0K | 0.04% | +216+11.4% | Added |
| American Investment Services, Inc. | 2,120 | $758.0K | 0.17% | +3+0.1% | Added |
| St Germain D J Co Inc | 2,125 | $759.0K | 0.04% | 00.0% | Unchanged |
| E&G Advisors, LP | 2,123 | $759.0K | 0.21% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,129 | $761.0K | 0.17% | −121−5.4% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,100 | $764.0K | 0.38% | +2,100 | New |
| Ipswich Investment Management Co., Inc. | 2,147 | $767.0K | 0.19% | −250−10.4% | Reduced |
| Werlinich Asset Management, LLC | 2,148 | $767.7K | 0.58% | −157−6.8% | Reduced |
| Thrive Wealth Management, LLC | 2,150 | $768.0K | 0.23% | +275+14.7% | Added |
| Texas Capital Bancshares Inc | 2,153 | $770.0K | 0.47% | +209+10.8% | Added |
| Providence Wealth Advisors, LLC | 2,119 | $771.0K | 0.50% | +33+1.6% | Added |
| LBMC Investment Advisors, LLC | 2,164 | $773.0K | 0.07% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,163 | $773.0K | 0.20% | +69+3.3% | Added |
| StoneX Group Inc. | 2,168 | $774.7K | 0.06% | +707+48.4% | Added |
| Atticus Wealth Management, LLC | 2,179 | $778.0K | 0.28% | −100−4.4% | Reduced |
| Penobscot Wealth Management | 2,178 | $778.0K | 0.70% | +1,309+150.6% | Added |
| AlphaStar Capital Management, LLC | 2,180 | $779.0K | 0.06% | −251−10.3% | Reduced |
| Prudent Man Advisors, LLC | 2,194 | $784.0K | 0.32% | −110−4.8% | Reduced |
| Capital Investment Advisors, LLC | 2,196 | $785.0K | 0.02% | −10−0.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,202 | $787.0K | 0.34% | +226+11.4% | Added |
| TCI Wealth Advisors, Inc. | 2,205 | $788.0K | 0.12% | +39+1.8% | Added |
| Synergy Financial Management, LLC | 2,212 | $791.0K | 0.19% | +22+1.0% | Added |
| Vise Technologies, Inc. | 2,214 | $791.0K | 0.30% | +2,214 | New |
| Bessemer Securities LLC | 2,215 | $792.0K | 0.23% | 00.0% | Unchanged |
| Financial Architects, Inc | 2,223 | $794.0K | 0.11% | +84+3.9% | Added |
| PSI Advisors, LLC | 2,226 | $795.0K | 0.33% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,230 | $797.0K | 0.53% | −45−2.0% | Reduced |
| Lagoda Investment Management, L.P. | 2,239 | $800.0K | 0.43% | −300−11.8% | Reduced |
| Atlas Private Wealth Management | 2,242 | $801.0K | 0.47% | +52+2.4% | Added |
| Van Den Berg Management I, Inc | 2,240 | $801.0K | 0.18% | +694+44.9% | Added |
| White Knight Strategic Wealth Advisors, LLC | 2,246 | $803.0K | 0.87% | −363−13.9% | Reduced |
| Unio Capital LLC | 2,250 | $804.0K | 0.35% | −1,000−30.8% | Reduced |
| Biltmore Family Office, LLC | 2,259 | $807.0K | 0.17% | −496−18.0% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,282 | $810.0K | 0.27% | +117+5.4% | Added |
| Baker Avenue Asset Management, LP | 2,268 | $811.0K | 0.04% | −926−29.0% | Reduced |
| FRG Family Wealth Advisors LLC | 2,270 | $811.0K | 0.16% | 00.0% | Unchanged |
| Schnieders Capital Management LLC | 2,280 | $815.0K | 0.19% | −101−4.2% | Reduced |
| Evermay Wealth Management LLC | 2,282 | $816.0K | 0.14% | +1,060+86.7% | Added |
| RDA Financial Network | 2,286 | $817.0K | 0.34% | +112+5.2% | Added |
| Cedar Brook Financial Partners, LLC | 2,297 | $821.0K | 0.21% | +36+1.6% | Added |
| Covestor Ltd | 2,296 | $821.0K | 0.57% | +1,856+421.8% | Added |
| Lineweaver Wealth Advisors, LLC | 2,303 | $823.0K | 0.24% | −27−1.2% | Reduced |
| Insight Advisors, LLC | 2,312 | $826.0K | 0.25% | +840+57.1% | Added |
| Great Diamond Partners, LLC | 2,325 | $830.0K | 0.23% | −143−5.8% | Reduced |
| Capital Advisors, Ltd. LLC | 2,331 | $833.0K | 0.14% | +454+24.2% | Added |
| Trustcore Financial Services, LLC | 2,339 | $836.0K | 0.07% | +1,382+144.4% | Added |
| Stamos Capital Partners, L.P. | 2,340 | $836.0K | 0.28% | +2,340 | New |
| DGS Capital Management, LLC | 2,356 | $842.0K | 0.52% | +257+12.2% | Added |
| BancorpSouth Bank | 2,360 | $843.0K | 0.10% | −28−1.2% | Reduced |
| CWS Financial Advisors, LLC | 2,369 | $847.0K | 0.32% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 2,371 | $847.0K | 0.16% | +246+11.6% | Added |
| First Heartland Consultants, Inc. | 2,376 | $849.0K | 0.13% | +47+2.0% | Added |
| TCG Advisory Services, LLC | 2,376 | $849.0K | 0.23% | +92+4.0% | Added |
| Silver Oak Securities, Inc | 2,414 | $850.0K | 0.17% | +2,414 | New |
| Keebeck Alpha, LP | 2,386 | $853.0K | 0.26% | −345−12.6% | Reduced |
| Provident Trust Co | 2,390 | $854.0K | 0.02% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 2,390 | $854.0K | 0.21% | +33+1.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,393 | $855.0K | 0.52% | +80+3.5% | Added |
| New Millennium Group LLC | 2,396 | $856.0K | 0.61% | +1,499+167.1% | Added |
| Horiko Capital Management LLC | 2,410 | $861.0K | 0.41% | 00.0% | Unchanged |
| West Oak Capital, LLC | 2,415 | $863.0K | 0.39% | −87−3.5% | Reduced |
| Marks Group Wealth Management, Inc | 2,415 | $863.0K | 0.11% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 2,424 | $866.0K | 0.19% | +157+6.9% | Added |
| LifeSteps Financial, Inc. | 2,427 | $867.0K | 0.64% | −74−3.0% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,425 | $867.0K | 0.03% | 00.0% | Unchanged |
| NinePointTwo Capital | 2,429 | $868.0K | 0.23% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 2,431 | $869.0K | 0.14% | +2,431 | New |
| Caxton Corp | 2,438 | $871.0K | 1.08% | −31−1.3% | Reduced |
| Regent Investment Management LLC | 2,445 | $874.0K | 0.20% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 2,449 | $875.0K | 0.03% | −85−3.4% | Reduced |
| Value Partners Investments Inc. | 2,452 | $877.0K | 0.07% | +88+3.7% | Added |
| Evanson Asset Management, LLC | 2,459 | $879.0K | 0.09% | +23+0.9% | Added |
| Howard Financial Services, Ltd. | 2,460 | $879.0K | 0.26% | +1,433+139.5% | Added |
| Corundum Group, Inc. | 2,462 | $880.0K | 0.82% | +884+56.0% | Added |
| Lee Financial Co | 2,469 | $883.0K | 0.16% | +6+0.2% | Added |
| RFG Advisory, LLC | 2,470 | $883.0K | 0.06% | +15+0.6% | Added |
| Orrstown Financial Services Inc | 2,475 | $885.0K | 1.65% | −47−1.9% | Reduced |
| McGowan Group Asset Management, Inc. | 2,491 | $890.0K | 0.14% | −3−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 2,495 | $892.0K | 0.74% | +11+0.4% | Added |
| Tributary Capital Management, LLC | 2,500 | $893.0K | 0.07% | −60−2.3% | Reduced |
| Lumina Fund Management LLC | 2,500 | $893.0K | 0.36% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,508 | $896.0K | 0.19% | −15−0.6% | Reduced |
| Kanen Wealth Management LLC | 2,517 | $899.5K | 0.16% | +1,517+151.7% | Added |
| Blueshift Asset Management, LLC | 2,525 | $902.0K | 0.08% | −240−8.7% | Reduced |
| Seascape Capital Management | 2,524 | $902.0K | 0.47% | +24+1.0% | Added |
| Alpine Woods Capital Investors, LLC | 2,532 | $905.0K | 0.10% | −1,390−35.4% | Reduced |
| Private Capital Management LLC | 2,536 | $906.0K | 0.29% | +291+13.0% | Added |
| SkyView Investment Advisors, LLC | 2,595 | $908.0K | 0.21% | −3,931−60.2% | Reduced |