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, 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.
| 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, Q4 2022
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Halbert Hargrove Global Advisors, LLC | 2,064 | $717.8K | 0.05% | −20−1.0% | Reduced |
| Capital Markets Trading UK LLP | 2,077 | $722.0K | 1.91% | +2,077 | New |
| Park Place Capital Corp | 2,076 | $722.0K | 0.20% | +2,076 | New |
| Aptus Capital Advisors, LLC | 2,080 | $723.3K | 0.02% | −14,080−87.1% | Reduced |
| Richard W. Paul & Associates, LLC | 2,080 | $723.4K | 0.36% | +2,080 | New |
| Synergy Financial Management, LLC | 2,097 | $729.2K | 0.19% | +59+2.9% | Added |
| Howard Financial Services, Ltd. | 2,100 | $730.3K | 0.19% | −32−1.5% | Reduced |
| Atlas Brown,Inc. | 2,102 | $730.9K | 0.36% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 2,103 | $731.3K | 0.56% | +593+39.3% | Added |
| Canal Capital Management, LLC | 2,104 | $731.5K | 0.18% | +151+7.7% | Added |
| PSI Advisors, LLC | 2,109 | $733.4K | 0.39% | −86−3.9% | Reduced |
| Marks Group Wealth Management, Inc | 2,113 | $734.8K | 0.10% | 00.0% | Unchanged |
| Van Den Berg Management I, Inc | 2,124 | $738.6K | 0.28% | −53−2.4% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,126 | $739.0K | 1.01% | −95−4.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,134 | $741.9K | 0.21% | +2,134 | New |
| Sandbox Financial Partners, LLC | 2,140 | $744.1K | 0.51% | −488−18.6% | Reduced |
| FRG Family Wealth Advisors LLC | 2,140 | $744.1K | 0.18% | −90−4.0% | Reduced |
| Perennial Investment Advisors, LLC | 2,148 | $747.0K | 0.30% | +27+1.3% | Added |
| KG&L Capital Management,LLC | 2,150 | $747.5K | 0.43% | −1,008−31.9% | Reduced |
| FFT Wealth Management LLC | 2,150 | $747.6K | 0.10% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 2,154 | $749.0K | 0.66% | 00.0% | Unchanged |
| Financial Architects, Inc | 2,157 | $750.1K | 0.12% | −175−7.5% | Reduced |
| Capital Planning Advisors, LLC | 2,165 | $752.8K | 0.18% | +351+19.3% | Added |
| Texas Capital Bancshares Inc | 2,166 | $753.2K | 0.53% | +13+0.6% | Added |
| Legacy Trust | 2,167 | $753.5K | 0.23% | +2,167 | New |
| Community Bank, N.A. | 2,175 | $756.3K | 0.11% | +346+18.9% | Added |
| First Capital Advisors Group, LLC. | 2,176 | $756.8K | 0.51% | −60−2.7% | Reduced |
| Professional Financial Advisors, LLC | 2,181 | $758.6K | 0.51% | +4+0.2% | Added |
| Avestar Capital, LLC | 2,182 | $758.7K | 0.16% | +613+39.1% | Added |
| Cedar Brook Financial Partners, LLC | 2,191 | $761.8K | 0.21% | +51+2.4% | Added |
| Cahill Wealth Management, LLC | 2,061 | $764.3K | 0.56% | 00.0% | Unchanged |
| Alta Advisers Ltd | 2,200 | $765.0K | 0.46% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,206 | $767.1K | 0.11% | −822−27.1% | Reduced |
| Bessemer Securities LLC | 2,215 | $770.0K | 0.35% | 00.0% | Unchanged |
| Grant/GrossMendelsohn, LLC | 2,100 | $772.1K | 0.40% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,221 | $772.3K | 0.16% | +25+1.1% | Added |
| Lavaca Capital LLC | 2,227 | $773.0K | 0.31% | +2,227 | New |
| Green Square Capital Advisors LLC | 2,224 | $773.4K | 0.11% | −24−1.1% | Reduced |
| Redwood Investments, LLC | 2,224 | $773.4K | 0.10% | −21−0.9% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,226 | $774.0K | 0.22% | +2,226 | New |
| Green Harvest Asset Management LLC | 2,234 | $776.8K | 0.04% | +2,234 | New |
| Dorchester Wealth Management Co | 2,239 | $778.7K | 0.18% | −619−21.7% | Reduced |
| Waterfront Wealth Inc. | 2,084 | $779.5K | 0.27% | +5+0.2% | Added |
| BerganKDV Wealth Management, LLC | 2,242 | $779.7K | 0.08% | +216+10.7% | Added |
| Mitchell & Pahl Private Wealth, LLC | 2,252 | $783.1K | 0.51% | −167−6.9% | Reduced |
| Trustcore Financial Services, LLC | 2,253 | $783.3K | 0.07% | −51−2.2% | Reduced |
| First Western Trust Bank | 2,255 | $784.1K | 0.04% | +60+2.7% | Added |
| Deseret Mutual Benefit Administrators | 2,263 | $786.9K | 0.32% | −1,613−41.6% | Reduced |
| Prio Wealth Limited Partnership | 2,266 | $788.0K | 0.03% | −172−7.1% | Reduced |
| PDS Planning, Inc | 2,274 | $790.7K | 0.13% | +104+4.8% | Added |
| Great Diamond Partners, LLC | 2,279 | $792.5K | 0.24% | −183−7.4% | Reduced |
| Moloney Securities Asset Management, LLC | 2,285 | $794.6K | 0.18% | −157−6.4% | Reduced |
| SevenBridge Financial Group, LLC | 2,286 | $794.9K | 0.23% | +1,143+100.0% | Added |
| KC Investment Advisors, LLC | 2,305 | $802.0K | 0.76% | −1,028−30.8% | Reduced |
| Winthrop Advisory Group LLC | 2,308 | $802.5K | 0.15% | −92−3.8% | Reduced |
| Lagoda Investment Management, L.P. | 2,309 | $802.9K | 0.54% | +45+2.0% | Added |
| Evanson Asset Management, LLC | 2,309 | $803.0K | 0.09% | −172−6.9% | Reduced |
| Convergence Investment Partners, LLC | 2,332 | $810.8K | 0.48% | +59+2.6% | Added |
| Redwood Investment Management, LLC | 2,342 | $814.0K | 0.11% | +499+27.1% | Added |
| Tributary Capital Management, LLC | 2,350 | $817.0K | 0.08% | −55−2.3% | Reduced |
| Simon Quick Advisors, LLC | 2,352 | $817.9K | 0.10% | +2,352 | New |
| Family Legacy, Inc. | 2,152 | $823.0K | 0.36% | +142+7.1% | Added |
| Demars Financial Group, LLC | 2,374 | $825.6K | 0.46% | −284−10.7% | Reduced |
| River Street Advisors LLC | 2,375 | $825.9K | 0.88% | +2,375 | New |
| Providence Wealth Advisors, LLC | 2,352 | $827.7K | 0.61% | +25+1.1% | Added |
| TFC Financial Management | 2,384 | $829.0K | 0.24% | +508+27.1% | Added |
| Provident Trust Co | 2,390 | $831.1K | 0.02% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,395 | $832.8K | 0.70% | +135+6.0% | Added |
| Semus Wealth Partners LLC | 2,399 | $834.1K | 1.01% | +2,399 | New |
| Legal Advantage Investments, Inc. | 2,400 | $834.6K | 0.69% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,400 | $834.6K | 0.28% | +214+9.8% | Added |
| McGowan Group Asset Management, Inc. | 2,416 | $840.0K | 0.13% | +10.0% | Added |
| CWS Financial Advisors, LLC | 2,360 | $840.0K | 0.36% | +118+5.3% | Added |
| 9258 Wealth Management, LLC | 2,418 | $840.9K | 0.18% | −1,218−33.5% | Reduced |
| Penobscot Wealth Management | 2,418 | $841.0K | 0.73% | +75+3.2% | Added |
| PAX Financial Group, LLC | 2,420 | $841.5K | 0.21% | −207−7.9% | Reduced |
| Silver Oak Securities, Inc | 2,427 | $844.0K | 0.16% | +1,441+146.1% | Added |
| Great Valley Advisor Group, Inc. | 2,435 | $846.7K | 0.04% | +19+0.8% | Added |
| Chesapeake Wealth Management | 2,453 | $853.0K | 0.37% | +550+28.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,458 | $854.8K | 0.49% | −1,254−33.8% | Reduced |
| Founders Financial Securities LLC | 2,466 | $857.5K | 0.13% | +323+15.1% | Added |
| Accretive Wealth Partners, LLC | 2,468 | $858.3K | 0.59% | +69+2.9% | Added |
| Lee Financial Co | 2,472 | $859.6K | 0.15% | −12−0.5% | Reduced |
| NinePointTwo Capital | 2,478 | $861.0K | 0.36% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,492 | $866.5K | 0.25% | −50−2.0% | Reduced |
| Invst, LLC | 2,342 | $867.9K | 0.14% | −7−0.3% | Reduced |
| Resources Management Corp | 2,497 | $868.0K | 0.14% | +26+1.1% | Added |
| Journey Strategic Wealth LLC | 2,498 | $868.6K | 0.10% | +412+19.8% | Added |
| Regal Investment Advisors LLC | 2,498 | $868.8K | 0.08% | −31−1.2% | Reduced |
| Golden Green, Inc. | 2,509 | $872.5K | 0.90% | +12+0.5% | Added |
| Epic Trust Investment Advisors, LLC | 2,515 | $874.0K | 1.31% | −280−10.0% | Reduced |
| Cambridge Trust Co | 2,518 | $876.0K | 0.04% | +363+16.8% | Added |
| Lehman & Derafelo Financial Resources LLC | 2,521 | $876.6K | 0.26% | +2,521 | New |
| Stiles Financial Services Inc | 2,524 | $877.5K | 0.50% | −32−1.3% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,527 | $878.7K | 0.29% | −4−0.2% | Reduced |
| SC&H Financial Advisors, Inc. | 2,531 | $880.0K | 0.36% | −169−6.3% | Reduced |
| Seascape Capital Management | 2,533 | $881.0K | 0.48% | −16−0.6% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,545 | $885.0K | 0.65% | +1,335+110.3% | Added |
| Clifford Swan Investment Counsel LLC | 2,545 | $885.1K | 0.04% | −4−0.2% | Reduced |
| Tyler-Stone Wealth Management | 2,548 | $886.0K | 0.60% | 00.0% | Unchanged |