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 13 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, Q3 2022
Institutional positions in Mastercard Inc as of Sep 30, 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
- 2,556
- −5 vs. Q2 2022
- Shares held
- 730.1M
- −1.85M (−0.3%) vs. Q2 2022
- Total value
- $207.8B
- −$23.3B (−10.1%) vs. Q2 2022
- New holders
- 131
- 934 more added
- Sold out
- 136
- 1,115 more reduced
34 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Crew Capital Management, Ltd. | 1,113 | $316.0K | 0.43% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 1,103 | $316.0K | 0.00% | +36+3.4% | Added |
| Claret Asset Management Corp | 1,113 | $316.0K | 0.07% | +35+3.2% | Added |
| Harbour Investments, Inc. | 1,010 | $319.0K | 0.02% | 00.0% | Unchanged |
| NEIRG Wealth Management, LLC | 1,124 | $320.0K | 0.06% | −303−21.2% | Reduced |
| FinTrust Capital Advisors, LLC | 1,066 | $320.0K | 0.08% | −38−3.4% | Reduced |
| Cahaba Wealth Management, Inc. | 1,130 | $321.0K | 0.04% | +15+1.3% | Added |
| Vigilant Capital Management, LLC | 1,128 | $321.0K | 0.03% | +372+49.2% | Added |
| Lowe Brockenbrough & Co Inc | 1,134 | $322.0K | 0.03% | −126−10.0% | Reduced |
| Key Financial Inc | 1,134 | $322.0K | 0.15% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,132 | $322.0K | 0.05% | +322+39.8% | Added |
| Connective Portfolio Management, LLC | 1,135 | $323.0K | 1.04% | −1,135−50.0% | Reduced |
| Arcus Capital Partners, LLC | 1,141 | $324.0K | 0.14% | 00.0% | Unchanged |
| Quantamental Technologies LLC | 1,139 | $324.0K | 0.13% | +1,139 | New |
| SevenBridge Financial Group, LLC | 1,143 | $325.0K | 0.11% | +1,143 | New |
| Bedel Financial Consulting, Inc. | 1,008 | $328.0K | 0.09% | +200+24.8% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,158 | $329.0K | 0.15% | −20−1.7% | Reduced |
| Spotlight Asset Group, Inc. | 1,088 | $329.0K | 0.33% | +1,088 | New |
| Alpha Paradigm Partners, LLC | 1,158 | $329.0K | 0.14% | +1,158 | New |
| DFPG Investments, LLC | 1,092 | $330.0K | 0.14% | −145−11.7% | Reduced |
| Element Pointe Advisors, LLC | 1,160 | $330.0K | 0.19% | −55−4.5% | Reduced |
| OneAscent Financial Services LLC | 1,164 | $331.0K | 0.13% | −490−29.6% | Reduced |
| Seven Post Investment Office LP | 1,165 | $331.0K | 0.13% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,170 | $333.0K | 0.29% | +1,169+116,900.0% | Added |
| Wallace Capital Management Inc. | 1,175 | $334.0K | 0.06% | 00.0% | Unchanged |
| Albion Financial Group | 1,176 | $334.0K | 0.03% | +7+0.6% | Added |
| Mizuho Securities Co. Ltd. | 1,183 | $336.0K | 0.11% | +49+4.3% | Added |
| Citadel Investment Advisory, Inc. | 1,180 | $336.0K | 0.26% | −25−2.1% | Reduced |
| Financial Perspectives, Inc | 1,183 | $336.4K | 0.19% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,188 | $338.0K | 0.06% | +58+5.1% | Added |
| Plancorp, LLC | 1,194 | $340.0K | 0.02% | −901−43.0% | Reduced |
| Ausdal Financial Partners, Inc. | 1,196 | $340.0K | 0.05% | −173−12.6% | Reduced |
| Fox Run Management, L.L.C. | 1,200 | $341.0K | 0.13% | −404−25.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,199 | $341.0K | 0.10% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,198 | $341.0K | 0.36% | +17+1.4% | Added |
| Verus Capital Partners, LLC | 1,203 | $342.0K | 0.06% | −288−19.3% | Reduced |
| Merlin Capital LLC | 1,207 | $343.0K | 0.79% | −77−6.0% | Reduced |
| Integrity Advisory, LLC | 1,209 | $344.0K | 0.32% | +2+0.2% | Added |
| Beaumont Asset Management, L.L.C. | 1,210 | $344.0K | 0.27% | +1,210 | New |
| Conestoga Capital Advisors, LLC | 1,215 | $345.0K | 0.01% | 00.0% | Unchanged |
| Keystone Financial Group | 1,215 | $345.0K | 0.07% | +22+1.8% | Added |
| Arlington Partners LLC | 1,217 | $346.0K | 0.14% | −64−5.0% | Reduced |
| First Affirmative Financial Network | 1,217 | $346.0K | 0.44% | +572+88.7% | Added |
| Fort Pitt Capital Group, LLC | 1,221 | $347.0K | 0.02% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,219 | $347.0K | 0.14% | +128+11.7% | Added |
| Consilio Wealth Advisors, LLC | 1,221 | $347.0K | 0.27% | +168+16.0% | Added |
| 180 Wealth Advisors, LLC | 1,228 | $349.0K | 0.10% | −27−2.2% | Reduced |
| Rede Wealth, LLC | 1,228 | $349.0K | 0.21% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,232 | $350.0K | 0.04% | −112−8.3% | Reduced |
| Aj Wealth Strategies, LLC | 1,231 | $350.0K | 0.02% | −18−1.4% | Reduced |
| JT Stratford LLC | 1,234 | $351.0K | 0.12% | −66−5.1% | Reduced |
| Orion Capital Management LLC | 1,235 | $351.0K | 0.28% | +141+12.9% | Added |
| Global Assets Advisory, LLC | 1,073 | $352.0K | 0.36% | −428−28.5% | Reduced |
| McIlrath & Eck, LLC | 1,238 | $352.0K | 0.10% | −136−9.9% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,240 | $352.0K | 0.21% | −52−4.0% | Reduced |
| VisionPoint Advisory Group, LLC | 1,239 | $352.0K | 0.17% | +81+7.0% | Added |
| Vivaldi Capital Management, LLC | 1,195 | $352.0K | 0.10% | −32−2.6% | Reduced |
| Pitti Group Wealth Management, LLC | 1,243 | $353.0K | 0.49% | +6+0.5% | Added |
| Monument Capital Management | 1,241 | $353.0K | 0.13% | +401+47.7% | Added |
| Lantz Financial LLC | 1,246 | $354.0K | 0.18% | +7+0.6% | Added |
| RSM US Wealth Management LLC | 1,246 | $354.0K | 0.02% | +37+3.1% | Added |
| Alterna Wealth Management, Inc | 1,246 | $354.0K | 0.42% | +54+4.5% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,250 | $355.0K | 0.08% | −88−6.6% | Reduced |
| LaFleur & Godfrey LLC | 1,250 | $355.0K | 0.06% | 00.0% | Unchanged |
| Aristides Capital LLC | 1,250 | $355.0K | 0.30% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 1,249 | $355.0K | 0.34% | 00.0% | Unchanged |
| Sadoff Investment Management LLC | 1,252 | $356.0K | 0.03% | −72−5.4% | Reduced |
| Kingsbury Capital Investment Advisors LLC | 1,252 | $356.0K | 0.54% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 1,256 | $357.0K | 1.07% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,256 | $357.0K | 0.04% | +334+36.2% | Added |
| DCM Advisors, LLC | 1,258 | $357.7K | 0.18% | −1,483−54.1% | Reduced |
| Milestone Advisory Partners | 1,260 | $358.0K | 0.27% | 00.0% | Unchanged |
| First Command Bank | 1,261 | $359.0K | 0.05% | +149+13.4% | Added |
| First Command Financial Services, Inc. | 1,261 | $359.0K | 0.05% | +149+13.4% | Added |
| Cardiff Park Advisors, LLC | 1,269 | $361.0K | 0.06% | −47−3.6% | Reduced |
| Baker Avenue Asset Management, LP | 1,274 | $362.0K | 0.02% | −1,738−57.7% | Reduced |
| Almanack Investment Partners, LLC. | 1,272 | $362.0K | 0.07% | −715−36.0% | Reduced |
| Vicus Capital | 1,278 | $363.0K | 0.04% | +76+6.3% | Added |
| D'Orazio & Associates, Inc. | 1,281 | $364.0K | 0.11% | −96−7.0% | Reduced |
| Avenue 1 Advisors, LLC | 1,281 | $364.0K | 0.23% | −10−0.8% | Reduced |
| Sargent Bickham Lagudis LLC | 1,279 | $364.0K | 0.03% | +57+4.7% | Added |
| Mark Stevens | 1,280 | $364.0K | 0.05% | +80+6.7% | Added |
| MQS Management LLC | 1,279 | $364.0K | 0.24% | +1,279 | New |
| Steigerwald, Gordon & Koch Inc. | 1,284 | $365.0K | 0.07% | −136−9.6% | Reduced |
| Northwest Bancshares, Inc. | 1,294 | $368.0K | 0.09% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 1,297 | $369.0K | 0.01% | +502+63.1% | Added |
| Silphium Asset Management Ltd | 1,300 | $369.6K | 0.33% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,300 | $370.0K | 0.29% | −80−5.8% | Reduced |
| Accurate Wealth Management, LLC | 1,268 | $370.0K | 0.15% | +29+2.3% | Added |
| EPG Wealth Management LLC | 1,302 | $370.0K | 0.15% | +57+4.6% | Added |
| Grandview Asset Management LLC | 1,309 | $372.0K | 0.24% | +2+0.2% | Added |
| Sunflower Bank, N.A. | 1,307 | $372.0K | 0.08% | +60+4.8% | Added |
| SkyOak Wealth, LLC | 1,312 | $373.0K | 0.13% | 00.0% | Unchanged |
| Hudock, Inc. | 1,317 | $374.0K | 0.13% | +2+0.2% | Added |
| Fragasso Group Inc. | 1,319 | $375.0K | 0.05% | +341+34.9% | Added |
| NuWave Investment Management, LLC | 1,321 | $376.0K | 0.43% | +1,321 | New |
| Amplius Wealth Advisors, LLC | 1,322 | $376.0K | 0.07% | +1,322 | New |
| Nwam LLC | 1,330 | $378.0K | 0.04% | −421−24.0% | Reduced |
| Symphony Financial, Ltd. Co. | 1,322 | $379.0K | 0.12% | −20−1.5% | Reduced |
| Park National Corp | 1,336 | $380.0K | 0.02% | +78+6.2% | Added |