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Livermore
ZHEN

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, Q4 2022

Institutional positions in Mastercard Inc as of Dec 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
2,715
+216 vs. Q3 2022
Shares held
728.9M
+1.48M (+0.2%) vs. Q3 2022
Total value
$253.3B
+$46.3B (+22.4%) vs. Q3 2022
New holders
325
940 more added
Sold out
109
1,113 more reduced

57 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2022: 2,715 institutions
Q1 2021: 2,484 institutionsQ2 2021: 2,494 institutionsQ3 2021: 2,455 institutionsQ4 2021: 2,646 institutionsQ1 2022: 2,624 institutionsQ2 2022: 2,595 institutionsQ3 2022: 2,556 institutionsQ4 2022: 2,715 institutionsQ1 2023: 2,738 institutionsQ2 2023: 2,788 institutionsQ3 2023: 2,823 institutionsQ4 2023: 3,042 institutionsQ1 2024: 3,123 institutionsQ2 2024: 3,123 institutionsQ3 2024: 3,147 institutionsQ4 2024: 3,450 institutionsQ1 2025: 3,492 institutionsQ2 2025: 3,537 institutionsQ3 2025: 3,512 institutionsQ4 2025: 3,742 institutionsQ1 2026: 3,634 institutionsQ2 2026: 3,634 institutions
Value heldQ4 2022: $253.3B
Q1 2021: $265.3BQ2 2021: $270.2BQ3 2021: $255.2BQ4 2021: $264.8BQ1 2022: $262.5BQ2 2022: $231.2BQ3 2022: $207.8BQ4 2022: $253.3BQ1 2023: $263.3BQ2 2023: $282.6BQ3 2023: $283.0BQ4 2023: $305.0BQ1 2024: $343.5BQ2 2024: $314.8BQ3 2024: $351.6BQ4 2024: $422.8BQ1 2025: $438.3BQ2 2025: $448.2BQ3 2025: $445.2BQ4 2025: $450.8BQ1 2026: $383.8BQ2 2026: $396.2B
Institutions holding MA and their total value by quarter
QuarterHoldersValue
Q2 20263,634$396.2B
Q1 20263,634$383.8B
Q4 20253,742$450.8B
Q3 20253,512$445.2B
Q2 20253,537$448.2B
Q1 20253,492$438.3B
Q4 20243,450$422.8B
Q3 20243,147$351.6B
Q2 20243,123$314.8B
Q1 20243,123$343.5B
Q4 20233,042$305.0B
Q3 20232,823$283.0B
Q2 20232,788$282.6B
Q1 20232,738$263.3B
Q4 20222,715$253.3B
Q3 20222,556$207.8B
Q2 20222,595$231.2B
Q1 20222,624$262.5B
Q4 20212,646$264.8B
Q3 20212,455$255.2B
Q2 20212,494$270.2B
Q1 20212,484$265.3B

Institutions, Q4 2022

Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q3 2022.

Institutions holding MA in Q4 2022
InstitutionSharesValue% of portfolioChange in sharesAction
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
First Command Advisory Services, Inc.20$00.00%+20New
Tfo-TDC, LLC2$2690.00%+2New
WR Wealth Planners, LLC2$6950.00%00.0%Unchanged
PEAK6 Investments LLC3$1.03K0.00%−2,612−99.9%Reduced
DecisionPoint Financial, LLC6$2.09K0.00%+6New
Ten Capital Wealth Advisors, LLC7$2.43K0.00%−38−84.4%Reduced
Westside Investment Management, Inc.11$3.00K0.00%00.0%Unchanged
TD Capital Management LLC10$3.51K0.00%00.0%Unchanged
True Wealth Design, LLC12$4.17K0.00%+12New
TCTC Holdings, LLC15$5.22K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.15$5.22K0.00%00.0%Unchanged
Horan Securities, Inc.15$5.23K0.00%+10+200.0%Added
Macroview Investment Management LLC15$5.25K0.01%00.0%Unchanged
McElhenny Sheffield Capital Management, LLC16$5.56K0.00%+16New
Longfellow Investment Management Co LLC18$6.26K0.00%+2+12.5%Added
JDM Financial Group LLC20$7.00K0.01%+20New
Financial Avengers, Inc.20$7.03K0.01%00.0%Unchanged
Morgan Dempsey Capital Management LLC21$7.30K0.00%00.0%Unchanged
Delos Wealth Advisors, LLC22$7.67K0.01%00.0%Unchanged
Sit Investment Associates Inc22$8.00K0.00%+22New
Atlas Capital Advisors LLC25$8.69K0.00%00.0%Unchanged
Belmont Capital, LLC27$9.00K0.01%00.0%Unchanged
Live Oak Investment Partners–$9.04K0.01%–New
Highline Wealth Partners LLC28$9.74K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$9.74K0.00%+28New
Sanctuary Wealth Management, L.L.C.28$9.74K0.01%+28New
Tanglewood Legacy Advisors, LLC31$10.7K0.01%+31New
PrairieView Partners, LLC32$11.0K0.00%00.0%Unchanged
VitalStone Financial, LLC31$11.0K0.01%+31New
Capital Directions Investment Advisors, LLC32$11.1K0.00%+32Added
PayPay Securities Corp33$11.5K0.77%+33New
Studio Investment Management LLC35$12.2K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC37$13.0K0.01%00.0%Unchanged
Affiance Financial, LLC40$13.9K0.01%+40New
Red Cedar Capital, LLC40$14.0K0.01%00.0%Unchanged
Princeton Global Asset Management LLC44$15.0K0.00%00.0%Unchanged
TSFG, LLC43$15.0K0.01%00.0%Unchanged
Robbins Farley LLC44$15.3K0.01%+8+22.2%Added
Kraematon Investment Advisors, Inc46$16.0K0.02%+46New
Essex Investment Management Co LLC50$17.0K0.00%00.0%Unchanged
Boulder Wealth Advisors, LLC50$17.0K0.02%+50New
Acima Private Wealth, LLC50$17.4K0.01%00.0%Unchanged
Lowe Wealth Advisors, LLC50$17.4K0.01%00.0%Unchanged
Kozak & Associates, Inc.52$18.0K0.01%+1+2.0%Added
Hoese & Co LLP50$18.0K0.02%00.0%Unchanged
Aspire Private Capital, LLC52$18.1K0.01%00.0%Unchanged
One Wealth Advisors, LLC52$18.1K0.00%+52New
Stuart Chaussee & Associates, Inc.53$18.4K0.01%00.0%Unchanged
Disciplined Investments, LLC56$19.5K0.01%+11+24.4%Added
Freedom Wealth Alliance, LLC57$19.8K0.03%+57New
Financial Freedom, LLC58$20.2K0.01%+58New
Corrado Advisors, LLC65$22.6K0.02%+65New
Stephens Consulting, LLC69$24.0K0.02%00.0%Unchanged
Tobam72$25.0K0.00%−164−69.5%Reduced
Financial Connections Group, Inc.74$25.0K0.02%+74New
Global Wealth Strategies & Associates72$25.0K0.01%+72New
Riggs Asset Managment Co. Inc.73$25.4K0.01%00.0%Unchanged
Delta Asset Management LLC76$26.4K0.00%+76New
Birch Capital Management, LLC77$26.7K0.02%00.0%Unchanged
Coston, McIsaac & Partners80$27.0K0.01%00.0%Unchanged
Granite FO LLC76$27.1K0.02%+76New
Truvestments Capital LLC78$27.3K0.02%+25+47.2%Added
EWG Elevate Inc.79$27.5K0.01%+79New
Clearview Wealth Advisors LLC79$27.5K0.02%−16−16.8%Reduced
SJS Investment Consulting Inc.81$28.2K0.01%−231−74.0%Reduced
Financial Synergies Wealth Advisors, Inc.82$28.3K0.00%+1+1.2%Added
Sofos Investments, Inc.348$28.4K0.30%−7,036−95.3%Reduced
Ulland Investment Advisors, LLC82$29.0K0.03%00.0%Unchanged
My Personal CFO, LLC84$29.2K0.03%+84New
Focused Wealth Management, Inc85$29.4K0.01%+3+3.7%Added
First Personal Financial Services86$29.9K0.01%−52−37.7%Reduced
Coastal Capital Group, Inc.106$30.1K0.01%00.0%Unchanged
Sittner & Nelson, LLC87$30.3K0.02%00.0%Unchanged
Grayhawk Investment Strategies Inc.6,476$32.0K0.02%+6,411+9,863.1%Added
Central Bank & Trust Co97$33.7K0.01%+13+15.5%Added
AlphaMark Advisors, LLC98$34.0K0.02%−30−23.4%Reduced
Rocky Mountain Advisers, LLC98$34.0K0.02%00.0%Unchanged
Legend Financial Advisors, Inc.100$34.8K0.03%00.0%Unchanged
JCIC Asset Management Inc.100$35.0K0.02%00.0%Unchanged
AllSquare Wealth Management LLC103$35.8K0.02%00.0%Unchanged
Investors Research Corp107$37.2K0.01%00.0%Unchanged
RFP Financial Group LLC112$38.9K0.02%+112New
Migdal Insurance & Financial Holdings Ltd.114$40.0K0.00%+24+26.7%Added
Ruedi Wealth Management, Inc.117$40.7K0.03%+117New
Grey Fox Wealth Advisors, LLC117$40.7K0.03%+117New
Syverson Strege & Co120$41.7K0.02%00.0%Unchanged
Retirement Group, LLC120$42.0K0.02%+120New
Osterweis Capital Management Inc121$42.1K0.00%−58−32.4%Reduced
Avion Wealth158$44.0K0.01%00.0%Unchanged
First Community Trust NA127$44.0K0.05%00.0%Unchanged
Front Row Advisors LLC127$44.0K0.02%+12+10.4%Added
WFA Asset Management Corp127$44.2K0.03%00.0%Unchanged
Schubert & Co134$46.6K0.04%+77+135.1%Added
Wellington Shields & Co., LLC140$48.7K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC140$48.7K0.01%00.0%Unchanged
QVR LLC146$50.8K0.08%−844−85.3%Reduced
Clear Perspectives Financial Planning, LLC150$52.2K0.03%00.0%Unchanged
WJ Interests, LLC150$52.2K0.04%+150New
Estabrook Capital Management153$53.2K0.01%00.0%Unchanged