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; 3,633 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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 1,191 | $426.0K | 0.15% | −5−0.4% | Reduced |
| Alterna Wealth Management, Inc | 1,192 | $426.0K | 0.36% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 1,191 | $426.0K | 0.11% | +29+2.5% | Added |
| Quantbot Technologies LP | 1,194 | $426.0K | 0.04% | +1,194 | New |
| Cottonwood Capital Advisors, LLC | 1,190 | $425.0K | 0.34% | +196+19.7% | Added |
| Financial Perspectives, Inc | 1,183 | $422.9K | 0.20% | +140+13.4% | Added |
| Citadel Investment Advisory, Inc. | 1,180 | $422.0K | 0.25% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 1,175 | $422.0K | 0.06% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 1,182 | $422.0K | 0.12% | +1,182 | New |
| Sargent Bickham Lagudis LLC | 1,178 | $421.0K | 0.03% | −2,894−71.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,178 | $421.0K | 0.14% | −30−2.5% | Reduced |
| MV Capital Management, Inc. | 1,177 | $421.0K | 0.06% | +61+5.5% | Added |
| Hallmark Capital Management Inc | 1,174 | $420.0K | 0.04% | −141−10.7% | Reduced |
| Cahaba Wealth Management, Inc. | 1,155 | $420.0K | 0.06% | +39+3.5% | Added |
| Capricorn Fund Managers Ltd | 1,175 | $420.0K | 0.10% | +1,175 | New |
| Vicus Capital | 1,171 | $419.0K | 0.04% | −38−3.1% | Reduced |
| Zuckerman Investment Group, LLC | 1,171 | $418.0K | 0.07% | +110+10.4% | Added |
| OneAscent Financial Services LLC | 1,170 | $418.0K | 0.30% | +376+47.4% | Added |
| Periscope Capital Inc. | 1,167 | $417.0K | 0.01% | −1,180−50.3% | Reduced |
| First Command Financial Services, Inc. | 1,167 | $417.0K | 0.06% | +85+7.9% | Added |
| First Command Bank | 1,167 | $417.0K | 0.06% | +104+9.8% | Added |
| Krane Funds Advisors LLC | 1,168 | $417.0K | 0.02% | +1,168 | New |
| Objective Capital Management, LLC | 1,165 | $416.0K | 0.32% | −18−1.5% | Reduced |
| Seven Post Investment Office LP | 1,165 | $416.0K | 0.13% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,163 | $416.0K | 0.40% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,162 | $415.0K | 0.15% | −310−21.1% | Reduced |
| Element Pointe Advisors, LLC | 1,160 | $415.0K | 0.14% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,146 | $410.0K | 0.28% | +74+6.9% | Added |
| David Loasby | 1,164 | $410.0K | 0.05% | +197+20.4% | Added |
| Golden Green, Inc. | 1,144 | $409.0K | 0.34% | −1,620−58.6% | Reduced |
| Ausdal Financial Partners, Inc. | 1,144 | $409.0K | 0.06% | −37−3.1% | Reduced |
| RWM Asset Management, LLC | 1,141 | $408.0K | 0.08% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 1,140 | $407.0K | 0.27% | +1,140 | New |
| Connective Portfolio Management, LLC | 1,135 | $406.0K | 0.90% | 00.0% | Unchanged |
| Pacitti Group Inc. | 1,136 | $406.0K | 0.27% | +25+2.3% | Added |
| Kalos Management, Inc. | 1,132 | $404.0K | 0.28% | +1,132 | New |
| Arlington Partners LLC | 1,125 | $402.0K | 0.11% | +44+4.1% | Added |
| Rock Creek Group, LP | 1,124 | $402.0K | 0.05% | +175+18.4% | Added |
| Castle Rock Wealth Management, LLC | 1,103 | $401.0K | 0.18% | −624−36.1% | Reduced |
| Key Financial Inc | 1,121 | $401.0K | 0.20% | +406+56.8% | Added |
| Willow Creek Wealth Management Inc. | 1,114 | $398.0K | 0.08% | −49−4.2% | Reduced |
| Nwam LLC | 1,113 | $398.0K | 0.03% | +205+22.6% | Added |
| HBW Advisory Services LLC | 1,111 | $397.0K | 0.14% | −20−1.8% | Reduced |
| BCS Wealth Management | 1,111 | $397.0K | 0.16% | −1−0.1% | Reduced |
| Westover Capital Advisors, LLC | 1,106 | $395.0K | 0.12% | +18+1.7% | Added |
| Fortis Advisors, LLC | 1,103 | $394.0K | 0.22% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 1,100 | $393.0K | 0.13% | 00.0% | Unchanged |
| Meristem Family Wealth, LLC | 1,095 | $391.0K | 0.04% | −732−40.1% | Reduced |
| Orion Capital Management LLC | 1,094 | $391.0K | 0.24% | +72+7.0% | Added |
| HBK Investments L P | 1,091 | $390.0K | 0.01% | +1,091 | New |
| ZWJ Investment Counsel Inc | 1,085 | $388.0K | 0.02% | −164−13.1% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 1,085 | $388.0K | 0.20% | −55−4.8% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 1,087 | $388.0K | 0.43% | +1,087 | New |
| Claret Asset Management Corp | 1,083 | $387.0K | 0.07% | −60−5.2% | Reduced |
| Fernwood Investment Management, LLC | 1,079 | $386.0K | 0.14% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 1,074 | $384.0K | 0.27% | +114+11.9% | Added |
| D'Orazio & Associates, Inc. | 1,073 | $383.0K | 0.09% | +25+2.4% | Added |
| NBT Bank N A | 1,068 | $382.0K | 0.05% | −85−7.4% | Reduced |
| Vivaldi Capital Management, LLC | 1,148 | $382.0K | 0.10% | +2+0.2% | Added |
| Aprio Wealth Management, LLC | 1,070 | $382.0K | 0.15% | −10−0.9% | Reduced |
| Redwood Financial Network Corp | 1,069 | $382.0K | 0.35% | +1,069 | New |
| Campbell Wealth Management | 1,063 | $380.0K | 0.05% | +1+0.1% | Added |
| MBL Wealth, LLC | 1,050 | $375.0K | 0.09% | +1,050 | New |
| Spectrum Wealth Advisory Group, LLC | 1,047 | $374.0K | 0.36% | +1+0.1% | Added |
| Sage Rhino Capital LLC | 1,047 | $374.0K | 0.11% | +11+1.1% | Added |
| Tower Bridge Advisors | 1,046 | $373.8K | 0.02% | +1,046 | New |
| Camelot Portfolios, LLC | 1,042 | $372.0K | 0.18% | −75−6.7% | Reduced |
| Select Asset Management & Trust | 1,040 | $372.0K | 0.32% | −53−4.8% | Reduced |
| Delphia (USA) Inc. | 1,035 | $370.0K | 0.28% | −366−26.1% | Reduced |
| Consilio Wealth Advisors, LLC | 1,034 | $370.0K | 0.29% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,033 | $369.0K | 0.09% | −35−3.3% | Reduced |
| American Financial Advisors, LLC | 1,032 | $369.0K | 0.05% | 00.0% | Unchanged |
| S.C. Financial Services, Inc. | 1,030 | $368.0K | 0.47% | +1+0.1% | Added |
| Raleigh Capital Management Inc. | 1,029 | $368.0K | 0.20% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 1,030 | $368.0K | 0.04% | +32+3.2% | Added |
| Lee Danner & Bass Inc | 1,027 | $367.0K | 0.03% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 1,027 | $367.0K | 0.01% | +12+1.2% | Added |
| Sage Mountain Advisors LLC | 1,025 | $366.0K | 0.06% | −370−26.5% | Reduced |
| Consolidated Capital Management, LLC | 1,025 | $366.0K | 0.17% | −44−4.1% | Reduced |
| Duality Advisers, LP | 1,016 | $363.0K | 0.04% | +1,016 | New |
| Tradition Wealth Management, LLC | 1,010 | $361.0K | 0.05% | −1,519−60.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,007 | $360.0K | 0.39% | −183−15.4% | Reduced |
| Magnus Financial Group LLC | 1,004 | $359.0K | 0.06% | +57+6.0% | Added |
| Geneva Partners, LLC | 1,003 | $358.0K | 0.22% | −20−2.0% | Reduced |
| Lloyd Advisory Services, LLC. | 1,001 | $358.0K | 0.17% | +152+17.9% | Added |
| Ardevora Asset Management LLP | 1,000 | $357.0K | 0.00% | −228,100−99.6% | Reduced |
| Fragasso Group Inc. | 997 | $356.0K | 0.04% | −103−9.4% | Reduced |
| Successful Portfolios LLC | 997 | $356.0K | 0.20% | +24+2.5% | Added |
| MSH Capital Advisors LLC | 995 | $355.5K | 0.15% | +1+0.1% | Added |
| Sage Private Wealth Group, LLC | 994 | $355.0K | 0.35% | +11+1.1% | Added |
| Acorn Financial Advisory Services Inc | 983 | $351.0K | 0.07% | +1+0.1% | Added |
| Woodstock Corp | 979 | $350.0K | 0.04% | −171−14.9% | Reduced |
| Berkshire Asset Management LLC | 973 | $348.0K | 0.02% | +210+27.5% | Added |
| Fortitude Advisory Group L.L.C. | 973 | $347.0K | 0.19% | −51−5.0% | Reduced |
| Enhancing Capital LLC | 970 | $347.0K | 0.37% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 971 | $346.0K | 0.28% | −222−18.6% | Reduced |
| Foster & Motley Inc | 965 | $345.0K | 0.03% | +27+2.9% | Added |
| MBE Wealth Management, LLC | 963 | $344.0K | 0.20% | −13−1.3% | Reduced |
| Truvvo Partners LLC | 960 | $343.0K | 5.39% | +1+0.1% | Added |
| Goodman Advisory Group, LLC | 959 | $343.0K | 0.12% | +290+43.3% | Added |