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 |
|---|---|---|---|---|---|
| Rappaport Reiches Capital Management, LLC | 1,024 | $356.1K | 0.18% | +1+0.1% | Added |
| Sage Rhino Capital LLC | 1,025 | $356.4K | 0.11% | +51+5.2% | Added |
| Fragasso Group Inc. | 1,026 | $356.7K | 0.04% | −293−22.2% | Reduced |
| Global Assets Advisory, LLC | 1,027 | $357.1K | 0.38% | −46−4.3% | Reduced |
| VisionPoint Advisory Group, LLC | 964 | $357.5K | 0.15% | −275−22.2% | Reduced |
| Prosperity Consulting Group, LLC | 1,029 | $357.8K | 0.24% | +55+5.6% | Added |
| American Financial Advisors, LLC | 1,032 | $358.9K | 0.06% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,035 | $359.9K | 0.20% | −8−0.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 1,035 | $359.9K | 0.04% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,036 | $360.3K | 0.02% | +232+28.9% | Added |
| Cheviot Value Management, LLC | 1,038 | $360.9K | 0.09% | +1,038 | New |
| Fortis Advisors, LLC | 1,039 | $361.3K | 0.28% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,041 | $362.0K | 0.03% | +33+3.3% | Added |
| Hudson Valley Investment Advisors Inc | 1,042 | $362.3K | 0.05% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 1,044 | $362.9K | 0.41% | 00.0% | Unchanged |
| Somerset Trust Co | 1,044 | $363.0K | 0.15% | +58+5.9% | Added |
| Lineweaver Wealth Advisors, LLC | 1,042 | $363.1K | 0.11% | −70−6.3% | Reduced |
| Baker Boyer National Bank | 1,046 | $363.7K | 0.15% | −804−43.5% | Reduced |
| James J. Burns & Company, LLC | 1,050 | $365.0K | 0.15% | −360−25.5% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 1,052 | $365.6K | 0.51% | +2+0.2% | Added |
| Prosperity Financial Group, Inc. | 1,056 | $367.2K | 0.40% | +1,056 | New |
| S.C. Financial Services, Inc. | 1,057 | $367.5K | 0.56% | +25+2.4% | Added |
| Redhawk Wealth Advisors, Inc. | 1,060 | $368.5K | 0.14% | +33+3.2% | Added |
| RWM Asset Management, LLC | 1,064 | $370.0K | 0.08% | −35−3.2% | Reduced |
| Summit Asset Management, LLC | 1,065 | $370.3K | 0.11% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,069 | $371.7K | 0.21% | +175+19.6% | Added |
| Centurion Wealth Management LLC | 1,072 | $372.7K | 0.21% | +1,072 | New |
| Fernwood Investment Management, LLC | 1,079 | $375.2K | 0.16% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 1,080 | $375.4K | 0.17% | +3+0.3% | Added |
| Cypress Capital, LLC | 1,085 | $377.3K | 0.12% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,086 | $378.0K | 0.06% | +14+1.3% | Added |
| Harbour Investments, Inc. | 1,089 | $378.7K | 0.02% | +79+7.8% | Added |
| LWM Advisory Services, LLC | 1,025 | $379.4K | 0.42% | −957−48.3% | Reduced |
| Verus Capital Partners, LLC | 1,092 | $379.6K | 0.07% | −111−9.2% | Reduced |
| MBL Wealth, LLC | 1,095 | $381.0K | 0.07% | +99+9.9% | Added |
| CBOE Vest Financial, LLC | 1,097 | $381.5K | 0.06% | +1,097 | New |
| Range Financial Group LLC | 1,099 | $382.2K | 0.26% | −13−1.2% | Reduced |
| Wallace Capital Management Inc. | 1,100 | $382.5K | 0.06% | −75−6.4% | Reduced |
| Prism Advisors, Inc. | 1,100 | $382.5K | 0.14% | 00.0% | Unchanged |
| BCS Wealth Management | 1,101 | $383.0K | 0.16% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,102 | $383.0K | 0.22% | +61+5.9% | Added |
| Blue Barn Wealth, LLC | 1,106 | $384.6K | 0.25% | −251−18.5% | Reduced |
| Krilogy Financial LLC | 1,111 | $386.3K | 0.04% | +214+23.9% | Added |
| Contravisory Investment Management, Inc. | 1,112 | $386.7K | 0.11% | +152+15.8% | Added |
| Crew Capital Management, Ltd. | 1,113 | $387.0K | 0.56% | 00.0% | Unchanged |
| Crewe Advisors LLC | 1,114 | $387.4K | 0.06% | −278−20.0% | Reduced |
| Claret Asset Management Corp | 1,120 | $389.0K | 0.09% | +7+0.6% | Added |
| Conestoga Capital Advisors, LLC | 1,120 | $389.5K | 0.01% | −95−7.8% | Reduced |
| Seven Eight Capital, LP | 1,124 | $390.8K | 0.10% | −23,419−95.4% | Reduced |
| Albion Financial Group | 1,125 | $391.2K | 0.04% | −51−4.3% | Reduced |
| NEIRG Wealth Management, LLC | 1,125 | $391.2K | 0.07% | +1+0.1% | Added |
| GYL Financial Synergies, LLC | 1,126 | $391.5K | 0.08% | +187+19.9% | Added |
| Lantz Financial LLC | 1,132 | $393.6K | 0.18% | −114−9.1% | Reduced |
| Consolidated Capital Management, LLC | 1,134 | $394.3K | 0.24% | +173+18.0% | Added |
| Connective Portfolio Management, LLC | 1,135 | $394.7K | 0.84% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,141 | $396.6K | 0.16% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,071 | $397.2K | 0.69% | +1,071 | New |
| Tradition Wealth Management, LLC | 1,146 | $399.0K | 0.06% | +14+1.2% | Added |
| Tranquilli Financial Advisor LLC | 1,148 | $399.2K | 0.30% | +190+19.8% | Added |
| Aveo Capital Partners, LLC | 1,148 | $399.2K | 0.06% | +379+49.3% | Added |
| Cyndeo Wealth Partners, LLC | 1,152 | $400.6K | 0.05% | +1,152 | New |
| Westmount Partners, LLC | 1,152 | $400.6K | 0.21% | +1,152 | New |
| Clear Creek Financial Management, LLC | 1,159 | $402.9K | 0.09% | −279−19.4% | Reduced |
| First Command Bank | 1,159 | $403.0K | 0.05% | −102−8.1% | Reduced |
| First Command Financial Services, Inc. | 1,159 | $403.0K | 0.05% | −102−8.1% | Reduced |
| Seven Post Investment Office LP | 1,165 | $405.1K | 0.14% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 1,168 | $406.3K | 0.15% | +1,168 | New |
| Hartford Financial Management Inc. | 1,170 | $406.8K | 0.11% | −185−13.7% | Reduced |
| Daymark Wealth Partners, LLC | 1,171 | $407.2K | 0.07% | +1,171 | New |
| McIlrath & Eck, LLC | 1,172 | $407.5K | 0.10% | −66−5.3% | Reduced |
| Ausdal Financial Partners, Inc. | 1,176 | $409.0K | 0.06% | −20−1.7% | Reduced |
| Citadel Investment Advisory, Inc. | 1,180 | $410.0K | 0.28% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 1,182 | $411.0K | 0.27% | +230+24.2% | Added |
| Financial Perspectives, Inc | 1,183 | $411.5K | 0.21% | 00.0% | Unchanged |
| Stevens Capital Management LP | 1,188 | $413.0K | 0.26% | −1,352−53.2% | Reduced |
| Aj Wealth Strategies, LLC | 1,194 | $415.0K | 0.02% | −37−3.0% | Reduced |
| Merlin Capital LLC | 1,195 | $415.5K | 1.02% | −12−1.0% | Reduced |
| Aries Wealth Management | 1,196 | $415.9K | 0.18% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,199 | $416.9K | 0.12% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,199 | $417.0K | 0.09% | −108−8.3% | Reduced |
| SkyOak Wealth, LLC | 1,210 | $420.8K | 0.14% | −102−7.8% | Reduced |
| Keystone Financial Group | 1,215 | $422.6K | 0.08% | 00.0% | Unchanged |
| Plancorp, LLC | 1,217 | $423.2K | 0.02% | +23+1.9% | Added |
| Rede Wealth, LLC | 1,218 | $423.5K | 0.23% | −10−0.8% | Reduced |
| Integrity Advisory, LLC | 1,218 | $423.7K | 0.39% | +9+0.7% | Added |
| Park National Corp | 1,220 | $424.2K | 0.02% | −116−8.7% | Reduced |
| TruWealth Advisors, LLC | 1,225 | $425.9K | 0.04% | −7−0.6% | Reduced |
| Fort Pitt Capital Group, LLC | 1,228 | $427.0K | 0.02% | +7+0.6% | Added |
| Magnus Financial Group LLC | 1,231 | $427.9K | 0.07% | +43+3.6% | Added |
| Nwam LLC | 1,233 | $428.8K | 0.04% | −97−7.3% | Reduced |
| OneAscent Financial Services LLC | 1,234 | $429.0K | 0.18% | +70+6.0% | Added |
| Orion Capital Management LLC | 1,235 | $429.4K | 0.32% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,242 | $431.9K | 0.35% | +1,242 | New |
| LaFleur & Godfrey LLC | 1,250 | $434.7K | 0.07% | 00.0% | Unchanged |
| Aristides Capital LLC | 1,250 | $434.7K | 0.27% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,250 | $434.7K | 0.09% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,253 | $435.8K | 0.15% | +34+2.8% | Added |
| Alterna Wealth Management, Inc | 1,256 | $436.7K | 0.49% | +10+0.8% | Added |
| Tanaka Capital Management Inc | 1,256 | $437.0K | 1.39% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,258 | $437.4K | 0.17% | +100+8.6% | Added |