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 10 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
- 2,623
- +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 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 2,700 | $964.0K | 0.21% | −750−21.7% | Reduced |
| Veracity Capital LLC | 2,673 | $955.0K | 0.40% | +40+1.5% | Added |
| J. W. Coons Advisors, LLC | 2,660 | $955.0K | 0.28% | +183+7.4% | Added |
| Stokes Family Office, LLC | 2,663 | $952.0K | 0.13% | +155+6.2% | Added |
| SC&H Financial Advisors, Inc. | 2,661 | $951.0K | 0.45% | −10−0.4% | Reduced |
| Intrepid Capital Management Inc | 2,662 | $951.0K | 0.57% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 2,658 | $950.0K | 0.56% | +3+0.1% | Added |
| Davis R M Inc | 2,639 | $943.0K | 0.02% | +332+14.4% | Added |
| Loveless Wealth Management LLC | 2,636 | $942.0K | 0.53% | +90+3.5% | Added |
| KRS Capital Management, LLC | 2,633 | $941.0K | 1.02% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,633 | $941.0K | 0.59% | +42+1.6% | Added |
| Newman Dignan & Sheerar, Inc. | 2,626 | $938.0K | 0.29% | +5+0.2% | Added |
| Legacy Advisors, LLC | 2,625 | $938.0K | 0.18% | +2,625 | New |
| Excalibur Management Corp | 2,613 | $934.0K | 0.40% | −34−1.3% | Reduced |
| F3Logic, LLC | 2,610 | $932.0K | 0.14% | −87−3.2% | Reduced |
| Spirit of America Management Corp | 2,600 | $929.0K | 0.18% | −500−16.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,582 | $923.0K | 0.05% | −972−27.3% | Reduced |
| Childress Capital Advisors, LLC | 2,588 | $923.0K | 0.32% | +534+26.0% | Added |
| Parkside Financial Bank & Trust | 2,568 | $917.0K | 0.25% | −3,273−56.0% | Reduced |
| Cadinha & Co LLC | 2,562 | $916.0K | 0.13% | −125−4.7% | Reduced |
| Financial Consulate, Inc | 2,562 | $916.0K | 0.35% | +20+0.8% | Added |
| Regal Investment Advisors LLC | 2,557 | $914.0K | 0.08% | −22−0.9% | Reduced |
| Marcum Wealth, LLC | 2,550 | $911.0K | 0.13% | +105+4.3% | Added |
| SkyView Investment Advisors, LLC | 2,595 | $908.0K | 0.21% | −3,931−60.2% | Reduced |
| Private Capital Management LLC | 2,536 | $906.0K | 0.29% | +291+13.0% | Added |
| Alpine Woods Capital Investors, LLC | 2,532 | $905.0K | 0.10% | −1,390−35.4% | Reduced |
| 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 |
| Kanen Wealth Management LLC | 2,517 | $899.5K | 0.16% | +1,517+151.7% | Added |
| Winthrop Advisory Group LLC | 2,508 | $896.0K | 0.19% | −15−0.6% | Reduced |
| 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 |
| Alliance Wealth Advisors, LLC | 2,495 | $892.0K | 0.74% | +11+0.4% | Added |
| McGowan Group Asset Management, Inc. | 2,491 | $890.0K | 0.14% | −3−0.1% | Reduced |
| Orrstown Financial Services Inc | 2,475 | $885.0K | 1.65% | −47−1.9% | Reduced |
| 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 |
| Corundum Group, Inc. | 2,462 | $880.0K | 0.82% | +884+56.0% | 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 |
| Value Partners Investments Inc. | 2,452 | $877.0K | 0.07% | +88+3.7% | Added |
| Prio Wealth Limited Partnership | 2,449 | $875.0K | 0.03% | −85−3.4% | Reduced |
| Regent Investment Management LLC | 2,445 | $874.0K | 0.20% | 00.0% | Unchanged |
| Caxton Corp | 2,438 | $871.0K | 1.08% | −31−1.3% | Reduced |
| AdvisorShares Investments LLC | 2,431 | $869.0K | 0.14% | +2,431 | New |
| NinePointTwo Capital | 2,429 | $868.0K | 0.23% | 00.0% | Unchanged |
| 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 |
| Legacy Financial Advisors, Inc. | 2,424 | $866.0K | 0.19% | +157+6.9% | Added |
| 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 |
| Horiko Capital Management LLC | 2,410 | $861.0K | 0.41% | 00.0% | Unchanged |
| New Millennium Group LLC | 2,396 | $856.0K | 0.61% | +1,499+167.1% | Added |
| Cerro Pacific Wealth Advisors LLC | 2,393 | $855.0K | 0.52% | +80+3.5% | Added |
| 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 |
| Keebeck Alpha, LP | 2,386 | $853.0K | 0.26% | −345−12.6% | Reduced |
| Silver Oak Securities, Inc | 2,414 | $850.0K | 0.17% | +2,414 | New |
| 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 |
| 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 |
| BancorpSouth Bank | 2,360 | $843.0K | 0.10% | −28−1.2% | Reduced |
| DGS Capital Management, LLC | 2,356 | $842.0K | 0.52% | +257+12.2% | 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 |
| Capital Advisors, Ltd. LLC | 2,331 | $833.0K | 0.14% | +454+24.2% | Added |
| Great Diamond Partners, LLC | 2,325 | $830.0K | 0.23% | −143−5.8% | Reduced |
| Insight Advisors, LLC | 2,312 | $826.0K | 0.25% | +840+57.1% | Added |
| Lineweaver Wealth Advisors, LLC | 2,303 | $823.0K | 0.24% | −27−1.2% | Reduced |
| 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 |
| RDA Financial Network | 2,286 | $817.0K | 0.34% | +112+5.2% | Added |
| Evermay Wealth Management LLC | 2,282 | $816.0K | 0.14% | +1,060+86.7% | Added |
| Schnieders Capital Management LLC | 2,280 | $815.0K | 0.19% | −101−4.2% | Reduced |
| 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 |
| Relyea Zuckerberg Hanson LLC | 2,282 | $810.0K | 0.27% | +117+5.4% | Added |
| Biltmore Family Office, LLC | 2,259 | $807.0K | 0.17% | −496−18.0% | Reduced |
| Unio Capital LLC | 2,250 | $804.0K | 0.35% | −1,000−30.8% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,246 | $803.0K | 0.87% | −363−13.9% | 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 |
| Lagoda Investment Management, L.P. | 2,239 | $800.0K | 0.43% | −300−11.8% | Reduced |
| Solstein Capital, LLC | 2,230 | $797.0K | 0.53% | −45−2.0% | Reduced |
| PSI Advisors, LLC | 2,226 | $795.0K | 0.33% | 00.0% | Unchanged |
| Financial Architects, Inc | 2,223 | $794.0K | 0.11% | +84+3.9% | Added |
| Bessemer Securities LLC | 2,215 | $792.0K | 0.23% | 00.0% | Unchanged |
| 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 |
| TCI Wealth Advisors, Inc. | 2,205 | $788.0K | 0.12% | +39+1.8% | Added |
| Wealth Alliance Advisory Group, LLC | 2,202 | $787.0K | 0.34% | +226+11.4% | Added |
| Capital Investment Advisors, LLC | 2,196 | $785.0K | 0.02% | −10−0.5% | Reduced |
| Prudent Man Advisors, LLC | 2,194 | $784.0K | 0.32% | −110−4.8% | Reduced |
| AlphaStar Capital Management, LLC | 2,180 | $779.0K | 0.06% | −251−10.3% | Reduced |
| 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 |
| StoneX Group Inc. | 2,168 | $774.7K | 0.06% | +707+48.4% | 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 |