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 |
|---|---|---|---|---|---|
| Abundance Wealth Counselors | 829 | $288.0K | 0.08% | +66+8.7% | Added |
| DT Investment Partners, LLC | 831 | $289.0K | 0.04% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 835 | $290.0K | 0.17% | −24−2.8% | Reduced |
| Motive Wealth Advisors | 834 | $290.0K | 0.22% | +834 | New |
| Full Sail Capital, LLC | 835 | $290.4K | 0.03% | +3+0.4% | Added |
| Canvas Wealth Advisors, LLC | 789 | $291.1K | 0.12% | +789 | New |
| Lodestone Wealth Management LLC | 838 | $291.2K | 0.23% | +838 | New |
| MGO Private Wealth, LLC | 838 | $291.4K | 0.13% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 838 | $291.4K | 0.12% | +17+2.1% | Added |
| Werba Rubin Papier Wealth Management | 839 | $291.7K | 0.12% | +839 | New |
| Founders Capital Management | 840 | $292.0K | 0.22% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 841 | $292.5K | 0.30% | −50−5.6% | Reduced |
| Tiemann Investment Advisors, LLC | 842 | $292.8K | 0.17% | 00.0% | Unchanged |
| TFB Advisors LLC | 845 | $293.8K | 0.25% | +845 | New |
| Cypress Wealth Services, LLC | 845 | $293.8K | 0.09% | +72+9.3% | Added |
| Kathleen S. Wright Associates Inc. | 846 | $294.0K | 0.20% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 848 | $294.8K | 0.07% | −205−19.5% | Reduced |
| Guerra Pan Advisors, LLC | 854 | $297.0K | 0.41% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 856 | $297.7K | 0.21% | +33+4.0% | Added |
| Woodstock Corp | 859 | $298.7K | 0.04% | −45−5.0% | Reduced |
| Heck Capital Advisors, LLC | 860 | $299.0K | 0.06% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 862 | $299.6K | 0.04% | +54+6.7% | Added |
| Parthenon LLC | 868 | $301.8K | 0.05% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 869 | $302.0K | 0.00% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 871 | $302.9K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 871 | $302.9K | 0.04% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 873 | $303.4K | 0.38% | +873 | New |
| Mirabella Financial Services LLP | 873 | $303.6K | 0.03% | −94−9.7% | Reduced |
| GSB Wealth Management, LLC | 874 | $303.9K | 0.11% | 00.0% | Unchanged |
| Burns J W & Co Inc | 881 | $306.0K | 0.06% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 881 | $306.4K | 0.26% | −693−44.0% | Reduced |
| Western Pacific Wealth Management, LP | 882 | $306.7K | 0.26% | +310+54.2% | Added |
| Tempus Wealth Planning, LLC | 884 | $307.4K | 0.19% | −505−36.4% | Reduced |
| Atlas Wealth Partners, LLC | 820 | $308.0K | 1.90% | +820 | New |
| Endowment Wealth Management, Inc. | 888 | $308.6K | 0.34% | −21−2.3% | Reduced |
| Coho Partners, Ltd. | 888 | $309.0K | 0.01% | 00.0% | Unchanged |
| Financial Insights, Inc. | 891 | $309.8K | 0.15% | +891 | New |
| Resonant Capital Advisors, LLC | 895 | $311.2K | 0.04% | +895 | New |
| Constitution Capital LLC | 900 | $313.0K | 0.19% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 900 | $313.0K | 0.26% | 00.0% | Unchanged |
| Intrinsic Value Partners, LLC | 900 | $313.0K | 0.43% | −446−33.1% | Reduced |
| Lipe & Dalton | 900 | $313.0K | 0.18% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 902 | $313.6K | 0.16% | +902 | New |
| TRUE Private Wealth Advisors | 902 | $313.7K | 0.05% | +68+8.2% | Added |
| Baystate Wealth Management LLC | 902 | $314.0K | 0.03% | 00.0% | Unchanged |
| United Bank | 905 | $314.7K | 0.04% | −42−4.4% | Reduced |
| Kanawha Capital Management LLC | 909 | $316.0K | 0.03% | −27−2.9% | Reduced |
| Eads & Heald Wealth Management | 910 | $316.0K | 0.16% | −3−0.3% | Reduced |
| Fortitude Advisory Group L.L.C. | 909 | $316.0K | 0.27% | +26+2.9% | Added |
| Washington Trust Advisors, Inc. | 909 | $316.1K | 0.03% | −563−38.2% | Reduced |
| Capital Advisors Inc | 910 | $316.5K | 0.01% | +36+4.1% | Added |
| Continental Investors Services, Inc. | 918 | $319.2K | 0.99% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 920 | $319.9K | 0.21% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 924 | $321.3K | 0.03% | −3−0.3% | Reduced |
| Brady Family Wealth, LLC | 925 | $321.6K | 0.13% | +925 | New |
| Key Financial Inc | 1,134 | $322.4K | 0.15% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 928 | $322.7K | 0.13% | +928 | New |
| Sage Private Wealth Group, LLC | 929 | $323.2K | 0.38% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 930 | $323.4K | 0.09% | −16−1.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 934 | $324.8K | 0.02% | +934 | New |
| Central Asset Investments & Management Holdings (HK) Ltd | 936 | $325.5K | 0.62% | +936 | New |
| Retirement Planning Co of New England, Inc. | 940 | $326.9K | 0.21% | +1+0.1% | Added |
| Strategy Asset Managers LLC | 941 | $327.0K | 0.08% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 943 | $327.9K | 0.24% | +943 | New |
| Waters Parkerson & Co., LLC | 942 | $328.0K | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 944 | $328.3K | 0.04% | +43+4.8% | Added |
| Granite Harbor Advisors, Inc. | 944 | $328.3K | 0.33% | +944 | New |
| Sargent Investment Group, LLC | 946 | $329.0K | 0.10% | +50+5.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 950 | $330.3K | 0.24% | +950 | New |
| Campbell Wealth Management | 952 | $331.0K | 0.05% | −4−0.4% | Reduced |
| Twinbeech Capital LP | 952 | $331.0K | 0.01% | −151,068−99.4% | Reduced |
| MBM Wealth Consultants, LLC | 962 | $334.0K | 0.16% | +150+18.5% | Added |
| Geneva Partners, LLC | 962 | $334.6K | 0.32% | −11−1.1% | Reduced |
| Peninsula Wealth, LLC | 964 | $335.3K | 0.11% | +205+27.0% | Added |
| Oberweis Asset Management Inc | 965 | $335.5K | 0.07% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 965 | $335.6K | 0.05% | −52−5.1% | Reduced |
| Arlington Partners LLC | 967 | $336.3K | 0.05% | −250−20.5% | Reduced |
| New Republic Capital, LLC | 970 | $337.3K | 0.27% | +970 | New |
| Financial Engines Advisors L.L.C. | 973 | $338.4K | 0.00% | −55−5.4% | Reduced |
| Fortis Capital Advisors, LLC | 975 | $339.0K | 0.20% | +975 | New |
| Parsec Financial Management, Inc. | 982 | $341.3K | 0.02% | +6+0.6% | Added |
| Founders Financial Alliance, LLC | 984 | $342.2K | 0.16% | +255+35.0% | Added |
| MSH Capital Advisors LLC | 986 | $342.9K | 0.15% | +62+6.7% | Added |
| Lee Danner & Bass Inc | 987 | $343.0K | 0.03% | −15−1.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 986 | $343.0K | 0.01% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 986 | $343.0K | 0.05% | +106+12.0% | Added |
| Summit Financial Wealth Advisors, LLC | 988 | $343.6K | 0.08% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 992 | $345.0K | 0.04% | −1,620−62.0% | Reduced |
| Keudell/Morrison Wealth Management | 993 | $345.3K | 0.11% | −87−8.1% | Reduced |
| Select Asset Management & Trust | 997 | $347.0K | 0.42% | −16−1.6% | Reduced |
| Kanen Wealth Management LLC | 1,000 | $347.7K | 0.18% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,003 | $348.6K | 0.08% | −50−4.7% | Reduced |
| Paul Damon & Associates, Inc. | 1,003 | $348.8K | 0.28% | +1,003 | New |
| FLC Capital Advisors | 1,006 | $349.8K | 0.11% | −58−5.5% | Reduced |
| Bedel Financial Consulting, Inc. | 1,013 | $352.2K | 0.09% | +5+0.5% | Added |
| Hudock, Inc. | 1,014 | $352.8K | 0.12% | −303−23.0% | Reduced |
| CCG Wealth Management, LLC | 1,015 | $352.9K | 0.20% | +79+8.4% | Added |
| Burleson & Company, LLC | 1,020 | $354.8K | 0.09% | +677+197.4% | Added |
| Maven Securities LTD | 1,022 | $355.4K | 0.07% | −15,523−93.8% | Reduced |
| NTV Asset Management LLC | 1,022 | $355.4K | 0.07% | +52+5.4% | Added |