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; 3,634 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 |
|---|---|---|---|---|---|
| Accretive Wealth Partners, LLC | 2,399 | $682.0K | 0.52% | −50−2.0% | Reduced |
| Winthrop Advisory Group LLC | 2,400 | $682.0K | 0.15% | −4−0.2% | Reduced |
| RDA Financial Network | 2,397 | $682.0K | 0.37% | +169+7.6% | Added |
| Legal Advantage Investments, Inc. | 2,400 | $682.0K | 0.64% | +2,400 | New |
| Tributary Capital Management, LLC | 2,405 | $684.0K | 0.07% | −40−1.6% | Reduced |
| Invst, LLC | 2,349 | $685.0K | 0.12% | +32+1.4% | Added |
| Colonial Trust Advisors | 2,410 | $685.0K | 0.09% | +2,410 | New |
| Claro Advisors LLC | 2,173 | $686.0K | 0.27% | 00.0% | Unchanged |
| FirstPurpose Wealth LLC | 2,412 | $686.0K | 0.45% | +362+17.7% | Added |
| Great Valley Advisor Group, Inc. | 2,416 | $687.0K | 0.04% | −746−23.6% | Reduced |
| McGowan Group Asset Management, Inc. | 2,415 | $687.0K | 0.12% | −52−2.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 2,419 | $688.0K | 0.51% | −198−7.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 2,434 | $692.0K | 0.25% | +45+1.9% | Added |
| Aigen Investment Management, LP | 2,433 | $692.0K | 0.10% | +2,433 | New |
| Legacy Financial Advisors, Inc. | 2,436 | $693.0K | 0.17% | +73+3.1% | Added |
| Prio Wealth Limited Partnership | 2,438 | $693.2K | 0.03% | −11−0.4% | Reduced |
| Moloney Securities Asset Management, LLC | 2,442 | $694.0K | 0.17% | +24+1.0% | Added |
| UMA Financial Services, Inc. | 2,283 | $695.0K | 0.21% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,443 | $695.0K | 0.11% | +91+3.9% | Added |
| Great Diamond Partners, LLC | 2,462 | $700.0K | 0.24% | +40+1.7% | Added |
| Wedmont Private Capital | 2,468 | $702.0K | 0.14% | −1,590−39.2% | Reduced |
| Resources Management Corp | 2,471 | $703.0K | 0.12% | −264−9.7% | Reduced |
| StoneX Group Inc. | 2,474 | $703.3K | 0.10% | −243−8.9% | Reduced |
| NinePointTwo Capital | 2,478 | $704.0K | 0.28% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,481 | $705.0K | 0.14% | +28+1.1% | Added |
| Evanson Asset Management, LLC | 2,481 | $706.0K | 0.09% | 00.0% | Unchanged |
| Lee Financial Co | 2,484 | $706.0K | 0.13% | +6+0.2% | Added |
| Golden Green, Inc. | 2,497 | $710.0K | 0.77% | +1,427+133.4% | Added |
| CMT Capital Markets Trading GmbH | 2,500 | $711.0K | 0.30% | +2,500 | New |
| Regal Investment Advisors LLC | 2,529 | $719.0K | 0.08% | −23−0.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,531 | $720.0K | 0.26% | 00.0% | Unchanged |
| Trust Co | 2,535 | $721.0K | 0.16% | +2,299+974.2% | Added |
| Stevens Capital Management LP | 2,540 | $722.0K | 0.46% | −66−2.5% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,542 | $723.0K | 0.23% | +90+3.7% | Added |
| Clifford Swan Investment Counsel LLC | 2,549 | $725.0K | 0.03% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 2,549 | $725.0K | 0.08% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,548 | $725.0K | 0.55% | 00.0% | Unchanged |
| Seascape Capital Management | 2,549 | $725.0K | 0.50% | +23+0.9% | Added |
| Stiles Financial Services Inc | 2,556 | $727.0K | 0.44% | −175−6.4% | Reduced |
| Veracity Capital LLC | 2,566 | $729.0K | 0.40% | −61−2.3% | Reduced |
| Perigon Wealth Management, LLC | 2,566 | $730.0K | 0.06% | −205−7.4% | Reduced |
| Atlas Private Wealth Management | 2,575 | $732.0K | 0.53% | +122+5.0% | Added |
| KRS Capital Management, LLC | 2,578 | $733.0K | 1.10% | −55−2.1% | Reduced |
| Spirit of America Management Corp | 2,600 | $739.0K | 0.18% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,327 | $743.0K | 0.55% | −83−3.4% | Reduced |
| Gsa Capital Partners LLP | 2,612 | $743.0K | 0.10% | +1,874+253.9% | Added |
| PEAK6 Investments LLC | 2,615 | $743.0K | 0.03% | +2,608+37,257.1% | Added |
| Sandbox Financial Partners, LLC | 2,628 | $747.0K | 0.55% | −711−21.3% | Reduced |
| PAX Financial Group, LLC | 2,627 | $747.0K | 0.19% | +51+2.0% | Added |
| J. W. Coons Advisors, LLC | 2,636 | $750.0K | 0.28% | +110+4.4% | Added |
| Tabor Asset Management, LP | 2,641 | $751.0K | 0.53% | −1,091−29.2% | Reduced |
| Spearhead Capital Advisors, LLC | 2,646 | $752.0K | 0.81% | +123+4.9% | Added |
| Capital Investment Advisors, LLC | 2,653 | $754.0K | 0.03% | +376+16.5% | Added |
| Demars Financial Group, LLC | 2,658 | $756.0K | 0.45% | −10,216−79.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 2,665 | $758.0K | 0.56% | +4+0.2% | Added |
| Glassman Wealth Services | 2,682 | $762.0K | 0.16% | −122−4.4% | Reduced |
| RMR Wealth Builders | 2,678 | $762.0K | 0.19% | −68−2.5% | Reduced |
| Coronation Fund Managers Ltd. | 2,684 | $763.0K | 0.04% | −57−2.1% | Reduced |
| Culbertson A N & Co Inc | 2,687 | $764.0K | 0.18% | −615−18.6% | Reduced |
| SC&H Financial Advisors, Inc. | 2,700 | $768.0K | 0.38% | −341−11.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,700 | $768.0K | 0.04% | +226+9.1% | Added |
| Trust Co of Toledo NA | 2,703 | $769.0K | 0.15% | 00.0% | Unchanged |
| Camden Capital, LLC | 2,710 | $771.0K | 0.18% | +205+8.2% | Added |
| Sweet Financial Partners, LLC | 2,716 | $772.0K | 0.25% | +742+37.6% | Added |
| Robertson Stephens Wealth Management, LLC | 2,744 | $780.0K | 0.09% | −56−2.0% | Reduced |
| Brand Asset Management Group, Inc. | 2,747 | $781.0K | 0.43% | −48−1.7% | Reduced |
| Brown Miller Wealth Management, LLC | 2,749 | $781.0K | 0.55% | +84+3.2% | Added |
| Brandywine Managers, LLC | 2,750 | $782.0K | 2.57% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,756 | $784.0K | 0.63% | 00.0% | Unchanged |
| First Pacific Advisors, LP | 2,760 | $785.0K | 0.01% | −115−4.0% | Reduced |
| Parkside Financial Bank & Trust | 2,772 | $788.0K | 0.25% | +138+5.2% | Added |
| Castleview Partners, LLC | 2,772 | $788.0K | 0.75% | +1,098+65.6% | Added |
| Buckley Wealth Management, LLC | 2,774 | $789.0K | 0.29% | −40−1.4% | Reduced |
| Permit Capital, LLC | 2,775 | $789.0K | 0.27% | 00.0% | Unchanged |
| Epic Trust Investment Advisors, LLC | 2,795 | $795.0K | 1.10% | +2,795 | New |
| Keel Point, LLC | 2,806 | $798.0K | 0.14% | −19−0.7% | Reduced |
| Arden Trust Co | 2,822 | $802.0K | 0.20% | +194+7.4% | Added |
| Vise Technologies, Inc. | 2,820 | $802.0K | 0.30% | +195+7.4% | Added |
| Forbes J M & Co LLP | 2,826 | $804.0K | 0.13% | −56−1.9% | Reduced |
| Angeles Wealth Management, LLC | 2,828 | $804.0K | 0.16% | +156+5.8% | Added |
| Wealth Alliance Advisory Group, LLC | 2,827 | $804.0K | 0.35% | +291+11.5% | Added |
| Sustainable Insight Capital Management, LLC | 2,831 | $805.0K | 0.94% | −472−14.3% | Reduced |
| Boothbay Fund Management, LLC | 2,841 | $808.0K | 0.03% | +2,841 | New |
| Sompo Asset Management Co., Ltd. | 2,850 | $810.0K | 0.21% | −60−2.1% | Reduced |
| Prentiss Smith & Co Inc | 2,855 | $812.0K | 0.72% | 00.0% | Unchanged |
| Dorchester Wealth Management Co | 2,858 | $813.0K | 0.18% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 2,862 | $814.0K | 0.14% | −23−0.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,867 | $815.0K | 0.20% | −487−14.5% | Reduced |
| Sonen Capital LLC | 2,879 | $819.0K | 1.33% | −862−23.0% | Reduced |
| Heritage Trust Co | 2,885 | $821.0K | 0.14% | +64+2.3% | Added |
| CVA Family Office, LLC | 2,896 | $823.0K | 0.22% | −110−3.7% | Reduced |
| Johnson Financial Group, Inc. | 2,560 | $826.0K | 0.08% | −154−5.7% | Reduced |
| Highland Private Wealth Management | 2,909 | $827.0K | 0.13% | +10.0% | Added |
| SeaCrest Wealth Management, LLC | 2,911 | $828.0K | 0.13% | +62+2.2% | Added |
| H. L. Ormond & Company, LLC | 2,919 | $830.0K | 1.33% | +681+30.4% | Added |
| Meridian Wealth Advisors, LLC | 2,924 | $831.0K | 0.23% | −53−1.8% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,925 | $832.0K | 0.40% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 2,929 | $833.0K | 0.08% | −61−2.0% | Reduced |
| Financial Consulate, Inc | 2,944 | $837.0K | 0.35% | +57+2.0% | Added |
| Mayflower Financial Advisors, LLC | 2,950 | $839.0K | 0.14% | +77+2.7% | Added |