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 |
|---|---|---|---|---|---|
| Page Arthur B | 12,657 | $4.40M | 4.32% | −178−1.4% | Reduced |
| Verdence Capital Advisors LLC | 12,638 | $4.39M | 0.54% | −444−3.4% | Reduced |
| Fairbanks Capital Management, Inc. | 12,606 | $4.38M | 3.89% | −25−0.2% | Reduced |
| Ingalls & Snyder LLC | 12,596 | $4.38M | 0.24% | +60+0.5% | Added |
| Richard Bernstein Advisors LLC | 12,595 | $4.38M | 0.10% | 00.0% | Unchanged |
| Dakota Wealth Management | 12,586 | $4.38M | 0.31% | −2,028−13.9% | Reduced |
| Sigma Planning Corp | 12,465 | $4.33M | 0.15% | −329−2.6% | Reduced |
| Accuvest Global Advisors | 12,460 | $4.33M | 1.44% | +6,194+98.9% | Added |
| Jupiter Wealth Management LLC | 12,344 | $4.29M | 4.15% | +1,270+11.5% | Added |
| Kennedy Investment Group | 12,323 | $4.28M | 2.73% | +12,323 | New |
| First Manhattan Co | 12,310 | $4.28M | 0.02% | +122+1.0% | Added |
| Integrated Wealth Concepts LLC | 12,309 | $4.28M | 0.12% | −959−7.2% | Reduced |
| Eastern Bank | 12,291 | $4.27M | 0.23% | +10.0% | Added |
| Banco de Sabadell, S.A | 12,277 | $4.27M | 3.61% | −608−4.7% | Reduced |
| BBR Partners, LLC | 12,191 | $4.24M | 0.48% | −58−0.5% | Reduced |
| Stonegate Investment Group, LLC | 12,185 | $4.24M | 0.18% | +150+1.2% | Added |
| Meeder Advisory Services, Inc. | 12,164 | $4.23M | 0.53% | +12,164 | New |
| Private Advisor Group, LLC | 47,511 | $4.23M | 0.21% | −1,065−2.2% | Reduced |
| Ameritas Investment Partners, Inc. | 11,228 | $4.22M | 0.17% | −252−2.2% | Reduced |
| Chickasaw Capital Management LLC | 12,095 | $4.21M | 0.22% | −680−5.3% | Reduced |
| Capital Insight Partners, LLC | 12,006 | $4.17M | 1.08% | −1,285−9.7% | Reduced |
| 1st Source Bank | 11,922 | $4.15M | 0.27% | −71−0.6% | Reduced |
| Heritage Wealth Management, LLC | 11,860 | $4.12M | 0.59% | +6,358+115.6% | Added |
| Waratah Capital Advisors Ltd. | 11,850 | $4.12M | 0.26% | −5,537−31.8% | Reduced |
| Sumitomo Life Insurance Co | 11,795 | $4.10M | 0.30% | −115−1.0% | Reduced |
| Choate Investment Advisors | 11,785 | $4.10M | 0.25% | +570+5.1% | Added |
| Ignite Planners, LLC | 10,887 | $4.07M | 1.70% | +2,635+31.9% | Added |
| Old Second National Bank of Aurora | 11,706 | $4.07M | 1.20% | −346−2.9% | Reduced |
| Seeyond | 11,674 | $4.06M | 0.39% | +6,397+121.2% | Added |
| Stanley-Laman Group, Ltd. | 11,617 | $4.04M | 0.77% | +996+9.4% | Added |
| Verition Fund Management LLC | 11,606 | $4.04M | 0.08% | −24,320−67.7% | Reduced |
| American Trust | 11,570 | $4.02M | 0.37% | +101+0.9% | Added |
| HB Wealth Management, LLC | 11,506 | $4.00M | 0.07% | +1,343+13.2% | Added |
| Advanced Asset Management Advisors Inc | 11,495 | $4.00M | 1.00% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 11,483 | $3.99M | 1.03% | −758−6.2% | Reduced |
| McDonough Capital Management, Inc | 11,419 | $3.97M | 4.60% | +155+1.4% | Added |
| Y.D. More Investments Ltd | 11,380 | $3.96M | 1.07% | +11,380 | New |
| Leavell Investment Management, Inc. | 11,378 | $3.96M | 0.30% | −530−4.5% | Reduced |
| Wolf Group Capital Advisors | 11,373 | $3.95M | 1.86% | +457+4.2% | Added |
| Concentric Wealth Management, LLC | 11,340 | $3.94M | 1.35% | −699−5.8% | Reduced |
| Monetta Financial Services Inc | 11,300 | $3.93M | 4.53% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 11,271 | $3.92M | 3.35% | −755−6.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 11,208 | $3.90M | 2.86% | −388−3.3% | Reduced |
| BancorpSouth Bank | 11,179 | $3.89M | 0.36% | −174−1.5% | Reduced |
| Welch Group, LLC | 11,177 | $3.89M | 0.22% | +631+6.0% | Added |
| NBW Capital LLC | 11,170 | $3.88M | 0.99% | +162+1.5% | Added |
| Dempze Nancy E | 11,154 | $3.88M | 3.78% | +164+1.5% | Added |
| CMH Wealth Management LLC | 11,152 | $3.88M | 1.24% | −68−0.6% | Reduced |
| RDST Capital LLC | 11,145 | $3.88M | 2.37% | +1,395+14.3% | Added |
| Wealthspire Advisors, LLC | 11,143 | $3.87M | 0.07% | +1,383+14.2% | Added |
| BFSG, LLC | 11,125 | $3.87M | 0.77% | +171+1.6% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,964 | $3.83M | 0.89% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 11,011 | $3.83M | 1.66% | +1,166+11.8% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 11,000 | $3.83M | 1.20% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 10,918 | $3.80M | 0.16% | +695+6.8% | Added |
| CenterBook Partners LP | 10,918 | $3.80M | 0.63% | +1,409+14.8% | Added |
| AIA Group Ltd | 10,907 | $3.79M | 0.23% | −5,527−33.6% | Reduced |
| Watershed Asset Management, L.L.C. | 10,875 | $3.78M | 4.79% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 10,870 | $3.78M | 1.65% | +467+4.5% | Added |
| Cohen Lawrence B | 10,866 | $3.78M | 1.97% | +348+3.3% | Added |
| Citizens Business Bank | 10,858 | $3.78M | 0.86% | −87−0.8% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 10,842 | $3.78M | 0.29% | −820−7.0% | Reduced |
| Level Four Advisory Services, LLC | 10,838 | $3.77M | 0.28% | −1,259−10.4% | Reduced |
| Monetary Management Group Inc | 10,795 | $3.75M | 1.17% | −125−1.1% | Reduced |
| Elite Wealth Management, Inc. | 10,784 | $3.75M | 1.90% | −109−1.0% | Reduced |
| Saturna Capital CORP | 10,783 | $3.75M | 0.08% | −678−5.9% | Reduced |
| Goelzer Investment Management, Inc. | 10,768 | $3.74M | 0.32% | −244−2.2% | Reduced |
| Farmers National Bank | 10,730 | $3.73M | 1.33% | −18−0.2% | Reduced |
| North Star Investment Management Corp. | 10,727 | $3.73M | 0.33% | +22+0.2% | Added |
| Rockingstone Advisors LLC | 10,719 | $3.73M | 2.78% | +10,719 | New |
| Lake Street Advisors Group, LLC | 10,691 | $3.72M | 0.24% | +138+1.3% | Added |
| Bank Ozk | 10,687 | $3.72M | 1.84% | −166−1.5% | Reduced |
| Zweig-DiMenna Associates LLC | 10,600 | $3.69M | 0.54% | 00.0% | Unchanged |
| Barbara Oil Co. | 10,600 | $3.69M | 1.76% | 00.0% | Unchanged |
| Flputnam Investment Management Co | 10,588 | $3.68M | 0.13% | −701−6.2% | Reduced |
| Cigna Investments Inc | 10,579 | $3.68M | 0.77% | −37−0.3% | Reduced |
| Bahl & Gaynor Inc | 10,578 | $3.68M | 0.02% | +321+3.1% | Added |
| Institute for Wealth Management, LLC. | 10,567 | $3.67M | 0.78% | −81−0.8% | Reduced |
| Sequoia Financial Advisors, LLC | 10,522 | $3.66M | 0.09% | +5,196+97.6% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 10,510 | $3.65M | 2.79% | −4,400−29.5% | Reduced |
| Vanguard Capital Wealth Advisors | 10,505 | $3.65M | 4.23% | +15+0.1% | Added |
| Shelton Capital Management | 10,500 | $3.65M | 0.38% | −12,218−53.8% | Reduced |
| Citizens & Northern Corp | 10,441 | $3.63M | 1.50% | +343+3.4% | Added |
| IHT Wealth Management, LLC | 10,400 | $3.62M | 0.23% | +332+3.3% | Added |
| Decatur Capital Management, Inc. | 10,390 | $3.61M | 2.60% | 00.0% | Unchanged |
| WD Rutherford LLC | 10,382 | $3.61M | 2.83% | −250−2.4% | Reduced |
| ICW Investment Advisors LLC | 10,365 | $3.60M | 2.16% | −110−1.1% | Reduced |
| Calamos Wealth Management LLC | 10,363 | $3.60M | 0.28% | −169−1.6% | Reduced |
| FourThought Financial Partners, LLC | 10,360 | $3.60M | 0.52% | +10,360 | New |
| Executive Wealth Management, LLC | 10,340 | $3.60M | 0.44% | +7,432+255.6% | Added |
| Boit C F David | 10,340 | $3.60M | 2.56% | 00.0% | Unchanged |
| Grandfield & Dodd, LLC | 10,318 | $3.59M | 0.26% | −184−1.8% | Reduced |
| Segall Bryant & Hamill, LLC | 10,305 | $3.58M | 0.04% | +18+0.2% | Added |
| Bremer Bank National Association | 10,263 | $3.57M | 0.69% | −1,194−10.4% | Reduced |
| Old National Bancorp | 10,190 | $3.54M | 0.11% | +63+0.6% | Added |
| Mitchell Capital Management Co | 10,188 | $3.54M | 0.98% | +21+0.2% | Added |
| Altrafin AG | 10,109 | $3.52M | 2.06% | +1,202+13.5% | Added |
| Clarius Group, LLC | 10,065 | $3.50M | 0.32% | −383−3.7% | Reduced |
| Lee Capital Holdings LLC | 10,000 | $3.48M | 5.60% | −800−7.4% | Reduced |
| Winmill & Co. Inc | 10,000 | $3.48M | 1.27% | 00.0% | Unchanged |