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 |
|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 1,769 | $632.0K | 0.00% | +580+48.8% | 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 |
| Green Square Capital Advisors LLC | 1,751 | $626.0K | 0.10% | +150+9.4% | Added |
| 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 |
| Diligent Investors, LLC | 1,741 | $622.0K | 0.18% | −78−4.3% | Reduced |
| Columbia Advisory Partners LLC | 1,738 | $621.0K | 0.62% | +2+0.1% | Added |
| Bell Bank | 1,733 | $619.0K | 0.07% | −26−1.5% | Reduced |
| Five Oceans Advisors | 1,723 | $616.0K | 0.55% | +110+6.8% | Added |
| Clark Financial Services Group Inc | 1,712 | $612.0K | 0.45% | +88+5.4% | 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 |
| BerganKDV Wealth Management, LLC | 1,705 | $609.0K | 0.07% | +131+8.3% | Added |
| Concord Wealth Partners | 1,701 | $608.0K | 0.16% | −2−0.1% | Reduced |
| Dixon Hubard Feinour & Brown Inc | 1,696 | $606.0K | 0.06% | +1,696 | New |
| 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 |
| Cypress Wealth Services, LLC | 1,688 | $603.0K | 0.16% | +44+2.7% | Added |
| Northcape Capital Pty Ltd | 1,680 | $600.0K | 0.06% | +1,680 | New |
| 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 |
| Sweet Financial Partners, LLC | 1,663 | $594.0K | 0.16% | +1,663 | New |
| Resurgent Financial Advisors LLC | 1,656 | $592.0K | 0.38% | +562+51.4% | Added |
| DT Investment Partners, LLC | 1,656 | $592.0K | 0.08% | +718+76.5% | Added |
| Regent Peak Wealth Advisors LLC | 1,652 | $591.0K | 0.17% | +55+3.4% | Added |
| Partners Group Holding AG | 1,651 | $590.0K | 0.03% | −279−14.5% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,651 | $590.0K | 0.20% | +270+19.6% | Added |
| Sonora Investment Management Group, LLC | 1,650 | $590.0K | 0.07% | +270+19.6% | Added |
| Lombard Odier Asset Management (USA) Corp | 1,650 | $590.0K | 0.10% | +845+105.0% | Added |
| Tevis Investment Management | 1,644 | $588.0K | 0.53% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 1,640 | $586.0K | 0.21% | −154−8.6% | Reduced |
| Legacy Wealth Management, LLC | 1,631 | $582.9K | 0.30% | +1+0.1% | Added |
| Traphagen Investment Advisors LLC | 1,630 | $582.6K | 0.10% | +136+9.1% | Added |
| Community Bank, N.A. | 1,625 | $581.0K | 0.07% | −5−0.3% | Reduced |
| Sheets Smith Wealth Management | 1,625 | $581.0K | 0.08% | +678+71.6% | Added |
| Claro Advisors LLC | 1,612 | $579.0K | 0.21% | 00.0% | Unchanged |
| Oldfather Financial Services, LLC | 1,525 | $578.0K | 0.31% | −6−0.4% | Reduced |
| Capital Market Strategies LLC | 1,614 | $577.0K | 0.50% | −180−10.0% | Reduced |
| Moseley Investment Management Inc | 1,612 | $576.0K | 0.31% | 00.0% | Unchanged |
| Washington Trust Co | 1,609 | $575.0K | 0.02% | +10+0.6% | Added |
| Alaethes Wealth LLC | 1,603 | $573.0K | 0.36% | −2,517−61.1% | Reduced |
| Horst & Graben Wealth Management LLC | 1,603 | $573.0K | 0.14% | +2+0.1% | Added |
| Stonnington Group, LLC | 1,650 | $573.0K | 0.14% | +195+13.4% | Added |
| Webster Bank, N. A. | 1,601 | $572.0K | 0.07% | −115−6.7% | Reduced |
| IMS Capital Management | 1,599 | $571.0K | 0.30% | +69+4.5% | Added |
| Calton & Associates, Inc. | 1,597 | $570.0K | 0.17% | −63−3.8% | Reduced |
| M. Kraus & Co | 1,592 | $569.0K | 0.19% | −30−1.8% | Reduced |
| Firethorn Wealth Partners, LLC | 1,590 | $568.0K | 0.43% | +45+2.9% | Added |
| Essex LLC | 1,589 | $568.0K | 0.15% | +90+6.0% | Added |
| SP Asset Management | 1,586 | $567.0K | 0.06% | +13+0.8% | Added |
| Atwater Malick LLC | 1,578 | $564.0K | 0.27% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,579 | $564.0K | 0.43% | +236+17.6% | Added |
| FLC Capital Advisors | 1,574 | $563.0K | 0.16% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 1,575 | $563.0K | 0.26% | +167+11.9% | Added |
| Islay Capital Management, LLC | 1,575 | $563.0K | 0.47% | +1,575 | New |
| Plante Moran Financial Advisors, LLC | 1,572 | $562.0K | 0.10% | −222−12.4% | Reduced |
| Beaton Management Co. Inc. | 1,572 | $562.0K | 0.35% | +202+14.7% | Added |
| UBP Investment Advisors SA | 1,580 | $560.0K | 0.22% | 00.0% | Unchanged |
| CPWM, LLC | 1,563 | $559.0K | 0.04% | +84+5.7% | Added |
| ERTS Wealth Advisors, LLC | 1,562 | $558.0K | 0.16% | −77−4.7% | Reduced |
| JT Stratford LLC | 1,552 | $555.0K | 0.16% | −68−4.2% | Reduced |
| Argus Investors' Counsel, Inc. | 1,544 | $552.0K | 0.35% | +113+7.9% | Added |
| Means Investment Co., Inc. | 1,539 | $550.0K | 0.10% | +14+0.9% | Added |
| Altus Wealth Group LLC | 1,532 | $548.0K | 0.45% | +22+1.5% | Added |
| Vigilare Wealth Management | 1,526 | $545.0K | 0.45% | −79−4.9% | Reduced |
| Confluence Wealth Services, Inc. | 1,526 | $545.0K | 0.20% | 00.0% | Unchanged |
| Hudock, Inc. | 1,515 | $541.0K | 0.15% | −25−1.6% | Reduced |
| REDW Wealth LLC | 1,512 | $540.0K | 0.16% | +20+1.3% | Added |
| First National Bank of Hutchinson | 1,510 | $540.0K | 0.31% | +1,510 | New |
| Ssi Investment Management LLC | 1,511 | $539.0K | 0.03% | −19−1.2% | Reduced |
| SignalPoint Asset Management, LLC | 1,504 | $538.0K | 0.17% | −44−2.8% | Reduced |
| Bridgeworth, LLC | 1,503 | $537.0K | 0.12% | +30+2.0% | Added |
| Silphium Asset Management Ltd | 1,500 | $536.1K | 0.64% | −200−11.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,500 | $536.0K | 0.01% | −139,486−98.9% | Reduced |
| Levin Capital Strategies, L.P. | 1,500 | $536.0K | 0.05% | 00.0% | Unchanged |
| Palisades Hudson Asset Management, L.P. | 1,500 | $536.0K | 0.25% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,500 | $536.0K | 0.11% | +1,500 | New |
| Titleist Asset Management, Ltd. | 1,497 | $535.0K | 0.11% | −352−19.0% | Reduced |
| L2 Asset Management, LLC | 1,493 | $534.0K | 0.33% | +240+19.2% | Added |
| Pinnacle Private Wealth, LLC | 1,493 | $533.0K | 0.17% | −784−34.4% | Reduced |
| Hemington Wealth Management | 1,491 | $533.0K | 0.18% | −37−2.4% | Reduced |
| Verity Asset Management, Inc. | 1,491 | $533.0K | 0.34% | +82+5.8% | Added |
| First Business Financial Services, Inc. | 1,489 | $532.0K | 0.06% | −15−1.0% | Reduced |
| Wedge Capital Management L L P | 1,488 | $532.0K | 0.01% | +38+2.6% | Added |
| CPR Investments Inc. | 1,488 | $532.0K | 0.44% | +141+10.5% | Added |
| Mairs & Power Inc | 1,469 | $525.0K | 0.01% | +31+2.2% | Added |
| SkyOak Wealth, LLC | 1,467 | $524.0K | 0.15% | −50−3.3% | Reduced |
| Cedrus LLC | 1,464 | $523.2K | 0.47% | +181+14.1% | Added |
| Sadoff Investment Management LLC | 1,461 | $522.0K | 0.03% | −499−25.5% | Reduced |
| MJP Associates Inc | 1,456 | $521.0K | 0.13% | +97+7.1% | Added |
| Rothschild Investment Corp | 1,455 | $520.0K | 0.04% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 1,453 | $519.0K | 0.15% | +6+0.4% | Added |
| OneAscent Wealth Management LLC | 1,451 | $519.0K | 0.26% | +1,451 | New |
| Lion Street Advisors, LLC | 1,449 | $518.0K | 0.27% | +16+1.1% | Added |
| Davy Global Fund Management Ltd | 1,437 | $514.0K | 0.08% | −31−2.1% | Reduced |
| Bell Rock Capital LLC | 1,483 | $513.0K | 0.48% | −719−32.7% | Reduced |
| Cardiff Park Advisors, LLC | 1,435 | $513.0K | 0.07% | +25+1.8% | Added |
| Icapital Wealth LLC | 1,465 | $512.1K | 0.21% | −3,805−72.2% | Reduced |