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 |
|---|---|---|---|---|---|
| Wedgewood Investors Inc | 5,095 | $1.82M | 2.20% | 00.0% | Unchanged |
| Sovereign Financial Group, Inc. | 5,094 | $1.82M | 0.67% | +33+0.7% | Added |
| Pallas Capital Advisors LLC | 5,069 | $1.81M | 0.23% | −221−4.2% | Reduced |
| Ledyard National Bank | 5,068 | $1.81M | 0.18% | −90−1.7% | Reduced |
| Wealthspire Advisors, LLC | 5,063 | $1.81M | 0.04% | −5,052−49.9% | Reduced |
| 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 |
| Revolve Wealth Partners, LLC | 5,032 | $1.80M | 0.52% | +50+1.0% | Added |
| Summit Financial, LLC | 5,017 | $1.79M | 0.14% | +263+5.5% | Added |
| International Assets Investment Management, LLC | 5,018 | $1.79M | 0.32% | −114−2.2% | Reduced |
| Procyon Private Wealth Partners, LLC | 5,009 | $1.79M | 0.37% | +38+0.8% | Added |
| Bourne Lent Asset Management Inc | 4,998 | $1.79M | 0.56% | 00.0% | Unchanged |
| Aevitas Wealth Management, Inc. | 4,987 | $1.78M | 1.09% | +82+1.7% | Added |
| Winch Advisory Services, LLC | 4,979 | $1.78M | 0.62% | −147−2.9% | Reduced |
| McDaniel Terry & Co | 4,938 | $1.76M | 0.19% | −586−10.6% | Reduced |
| Miracle Mile Advisors, LLC | 4,926 | $1.76M | 0.08% | −1,297−20.8% | 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 |
| Marshall Financial Group LLC | 4,891 | $1.75M | 0.72% | −313−6.0% | Reduced |
| Beacon Financial Group | 4,821 | $1.75M | 0.23% | −32−0.7% | Reduced |
| Insight Wealth Strategies, LLC | 4,873 | $1.74M | 0.26% | +176+3.7% | Added |
| MainStreet Investment Advisors LLC | 4,864 | $1.74M | 0.16% | −324−6.2% | Reduced |
| Modera Wealth Management, LLC | 4,861 | $1.74M | 0.08% | −5,902−54.8% | Reduced |
| Principle Wealth Partners LLC | 4,852 | $1.73M | 0.18% | +10+0.2% | Added |
| Redwood Investments, LLC | 4,844 | $1.73M | 0.16% | −5,519−53.3% | Reduced |
| Amica Retiree Medical Trust | 4,822 | $1.72M | 1.61% | −545−10.2% | Reduced |
| Mutual Advisors, LLC | 4,788 | $1.71M | 0.10% | +228+5.0% | Added |
| World Equity Group, Inc. | 4,787 | $1.71M | 0.37% | +4,787 | New |
| Fort Point Capital Partners LLC | 4,781 | $1.71M | 0.26% | +475+11.0% | Added |
| Missouri Trust & Investment Co | 4,779 | $1.71M | 1.00% | +113+2.4% | Added |
| Jacobsen Capital Management | 4,763 | $1.70M | 0.78% | +781+19.6% | Added |
| Essex Financial Services, Inc. | 4,744 | $1.70M | 0.16% | −1,557−24.7% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,738 | $1.69M | 0.18% | −277−5.5% | Reduced |
| Wambolt & Associates, LLC | 4,650 | $1.69M | 0.62% | +25+0.5% | Added |
| Empowered Funds, LLC | 4,737 | $1.69M | 0.19% | +1,627+52.3% | Added |
| My Legacy Advisors, LLC | 4,737 | $1.69M | 0.79% | +4,737 | New |
| Platform Technology Partners | 4,725 | $1.69M | 0.81% | −15−0.3% | Reduced |
| Benjamin Edwards Inc | 4,678 | $1.67M | 0.49% | +1,111+31.1% | Added |
| Cox Capital Mgt LLC | 4,667 | $1.67M | 1.05% | +117+2.6% | Added |
| Tectonic Advisors LLC | 4,666 | $1.67M | 0.29% | +266+6.0% | Added |
| Payden & Rygel | 4,660 | $1.67M | 0.08% | −900−16.2% | Reduced |
| Ropes Wealth Advisors LLC | 4,659 | $1.67M | 0.29% | −79−1.7% | Reduced |
| Chilton Capital Management LLC | 4,656 | $1.66M | 0.09% | 00.0% | Unchanged |
| Inverness Counsel LLC | 4,645 | $1.66M | 0.07% | −422−8.3% | Reduced |
| Peterson Financial Group, Inc. | 4,641 | $1.66M | 1.37% | +281+6.4% | Added |
| Sierra Capital LLC | 4,640 | $1.66M | 0.26% | −329−6.6% | Reduced |
| Chemistry Wealth Management LLC | 4,629 | $1.65M | 0.57% | +4,629 | New |
| Headinvest, LLC | 4,619 | $1.65M | 0.32% | +153+3.4% | Added |
| Cobblestone Capital Advisors LLC | 4,608 | $1.65M | 0.11% | 00.0% | Unchanged |
| Resources Investment Advisors, LLC. | 4,602 | $1.65M | 0.06% | +510+12.5% | Added |
| Laidlaw Wealth Management LLC | 4,596 | $1.64M | 0.27% | −200−4.2% | Reduced |
| Red Wave Investments LLC | 4,574 | $1.64M | 0.58% | +1,395+43.9% | Added |
| Global Retirement Partners, LLC | 4,793 | $1.63M | 0.13% | +1,663+53.1% | Added |
| Pegasus Partners Ltd. | 4,567 | $1.63M | 0.29% | +199+4.6% | Added |
| Visionary Wealth Advisors | 4,549 | $1.63M | 0.13% | +1,850+68.5% | Added |
| Stonebridge Financial Planning Group, LLC | 4,536 | $1.62M | 0.91% | −124−2.7% | Reduced |
| Patron Partners Advisors, LLC | 4,534 | $1.62M | 1.11% | +104+2.3% | Added |
| Money Concepts Capital Corp | 4,522 | $1.62M | 0.09% | +2,049+82.9% | Added |
| Segment Wealth Management, LLC | 4,513 | $1.61M | 0.17% | +6+0.1% | Added |
| Security National Bank | 4,500 | $1.61M | 0.37% | −160−3.4% | Reduced |
| GraniteShares Advisors LLC | 4,483 | $1.60M | 0.87% | −194−4.1% | Reduced |
| New Century Advisors, LLC | 4,460 | $1.59M | 1.35% | +340+8.3% | Added |
| Clark Capital Management Group, Inc. | 4,454 | $1.59M | 0.02% | −64,098−93.5% | Reduced |
| Wealth Alliance | 4,433 | $1.58M | 0.32% | +1,326+42.7% | Added |
| Smith, Moore & Co. | 4,419 | $1.58M | 0.22% | +35+0.8% | Added |
| Arbor Capital Management Inc | 4,305 | $1.57M | 1.21% | −121−2.7% | Reduced |
| Elevated Capital Advisors, LLC | 4,399 | $1.57M | 0.52% | +4,399 | New |
| S&CO Inc | 4,394 | $1.57M | 0.11% | +1,023+30.3% | Added |
| VeraBank, N.A. | 4,380 | $1.56M | 0.81% | −150−3.3% | Reduced |
| Bard Financial Services, Inc. | 4,370 | $1.56M | 0.13% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 4,363 | $1.56M | 0.88% | +4,363 | New |
| EP Wealth Advisors, LLC | 4,348 | $1.55M | 0.03% | −597−12.1% | Reduced |
| Strengthening Families & Communities, LLC | 4,338 | $1.55M | 0.96% | +385+9.7% | Added |
| Principal Street Partners, LLC | 4,327 | $1.55M | 0.35% | −973−18.4% | Reduced |
| Crestline Management, LP | 4,328 | $1.55M | 0.19% | +4,328 | New |
| Vident Investment Advisory, LLC | 4,285 | $1.53M | 0.04% | −3,848−47.3% | Reduced |
| Aua Capital Management, LLC | 4,284 | $1.53M | 0.82% | +71+1.7% | Added |
| Bienville Capital Management, LLC | 4,254 | $1.52M | 0.76% | +500+13.3% | Added |
| Israel Discount Bank of New York | 4,238 | $1.51M | 0.99% | +441+11.6% | Added |
| KCM Investment Advisors LLC | 4,229 | $1.51M | 0.06% | −156−3.6% | Reduced |
| BSW Wealth Partners | 4,213 | $1.51M | 0.38% | +382+10.0% | Added |
| Amussen Hunsaker Associates LLC | 4,204 | $1.50M | 0.35% | +218+5.5% | Added |
| Engineers Gate Manager LP | 4,207 | $1.50M | 0.06% | +1,274+43.4% | Added |
| C WorldWide Group Holding A/S | 4,204 | $1.50M | 0.02% | 00.0% | Unchanged |
| Alapocas Investment Partners, Inc. | 4,191 | $1.50M | 1.29% | −539−11.4% | Reduced |
| Cahill Financial Advisors Inc | 4,191 | $1.50M | 0.28% | −102−2.4% | Reduced |
| Charles Schwab Trust Co | 4,175 | $1.49M | 0.26% | −2,395−36.5% | Reduced |
| Liberty Capital Management, Inc. | 4,175 | $1.49M | 0.44% | 00.0% | Unchanged |
| Sheets Smith Investment Management | 4,171 | $1.49M | 1.83% | +2,332+126.8% | Added |
| Intellectus Partners, LLC | 4,169 | $1.49M | 0.44% | −235−5.3% | Reduced |
| SG Americas Securities, LLC | 4,159 | $1.49M | 0.01% | −23,421−84.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,159 | $1.49M | 0.31% | −117−2.7% | Reduced |
| Transcend Wealth Collective, LLC | 4,157 | $1.49M | 0.13% | +1,022+32.6% | Added |
| Oak Associates, Ltd | 4,149 | $1.48M | 0.09% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,150 | $1.48M | 0.22% | 00.0% | Unchanged |
| United Community Bank | 4,147 | $1.48M | 1.48% | +5+0.1% | Added |
| AdvisorNet Financial, Inc | 4,128 | $1.48M | 0.09% | +503+13.9% | Added |
| Axxcess Wealth Management, LLC | 4,127 | $1.48M | 0.12% | +1,213+41.6% | Added |
| Parsec Financial Management, Inc. | 4,122 | $1.47M | 0.06% | +162+4.1% | Added |
| Wealthcare Advisory Partners LLC | 4,118 | $1.47M | 0.09% | +372+9.9% | Added |