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
- 2,714
- +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
- 1,112 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 |
|---|---|---|---|---|---|
| Citizens Financial Group Inc | 6,234 | $2.17M | 0.08% | +22+0.4% | Added |
| Rational Advisors LLC | 6,193 | $2.15M | 0.18% | +4+0.1% | Added |
| Zeke Capital Advisors, LLC | 6,181 | $2.15M | 0.14% | −5,669−47.8% | Reduced |
| Bank of Hawaii | 6,173 | $2.15M | 0.13% | −62−1.0% | Reduced |
| IPG Investment Advisors LLC | 6,168 | $2.14M | 0.60% | +110+1.8% | Added |
| Wrapmanager Inc | 6,161 | $2.14M | 0.69% | −1,889−23.5% | Reduced |
| Coastal Investment Advisors, Inc. | 6,152 | $2.14M | 0.52% | −160−2.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 6,146 | $2.14M | 1.47% | +27+0.4% | Added |
| Simmons Bank | 6,128 | $2.13M | 0.18% | −228−3.6% | Reduced |
| Martin & Co Inc | 6,108 | $2.12M | 0.56% | +125+2.1% | Added |
| My Legacy Advisors, LLC | 5,673 | $2.12M | 0.90% | +310+5.8% | Added |
| Girard Partners Ltd. | 6,063 | $2.11M | 0.24% | +496+8.9% | Added |
| Ronald Blue Trust, Inc. | 7,406 | $2.11M | 0.04% | +4,510+155.7% | Added |
| Jacobi Capital Management LLC | 6,052 | $2.10M | 0.26% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 6,051 | $2.10M | 1.04% | 00.0% | Unchanged |
| Holderness Investments Co | 6,050 | $2.10M | 0.91% | −45−0.7% | Reduced |
| Paragon Advisors, LLC | 6,045 | $2.10M | 0.93% | −3,445−36.3% | Reduced |
| Vantage Investment Partners, LLC | 6,038 | $2.10M | 0.33% | −1,710−22.1% | Reduced |
| Personal Cfo Solutions, LLC | 6,003 | $2.09M | 0.44% | −34−0.6% | Reduced |
| Waldron Private Wealth LLC | 7,360 | $2.09M | 0.13% | 00.0% | Unchanged |
| Knollwood Investment Advisory, LLC | 6,000 | $2.09M | 0.82% | +6,000 | New |
| Gables Capital Management Inc. | 5,974 | $2.08M | 1.51% | −200−3.2% | Reduced |
| Garrison Asset Management, LLC | 5,958 | $2.07M | 1.34% | −77−1.3% | Reduced |
| Jackson Square Capital, LLC | 5,943 | $2.07M | 0.97% | −193−3.1% | Reduced |
| Mission Wealth Management, LP | 5,888 | $2.05M | 0.10% | +482+8.9% | Added |
| Ashton Thomas Private Wealth, LLC | 5,874 | $2.04M | 0.20% | −116−1.9% | Reduced |
| Benchmark Investment Advisors LLC | 5,871 | $2.04M | 2.16% | −838−12.5% | Reduced |
| Dudley Capital Management, LLC | 5,859 | $2.04M | 1.50% | +5,859 | New |
| Kensington Investment Counsel, LLC | 5,831 | $2.03M | 1.59% | −316−5.1% | Reduced |
| Lake Street Financial LLC | 5,822 | $2.02M | 0.42% | −39−0.7% | Reduced |
| Bulltick Wealth Management, LLC | 5,785 | $2.01M | 0.58% | +97+1.7% | Added |
| Sander Capital Advisors Inc | 5,768 | $2.01M | 1.33% | 00.0% | Unchanged |
| Congress Wealth Management LLC | 5,765 | $2.00M | 0.05% | −229−3.8% | Reduced |
| Bank of the West | 5,764 | $2.00M | 0.24% | −274−4.5% | Reduced |
| L & S Advisors Inc | 5,763 | $2.00M | 0.37% | −155−2.6% | Reduced |
| Engineers Gate Manager LP | 5,758 | $2.00M | 0.12% | −41,295−87.8% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,757 | $2.00M | 0.24% | −324−5.3% | Reduced |
| Grove Bank & Trust | 5,754 | $2.00M | 0.44% | −740−11.4% | Reduced |
| Ogorek Anthony Joseph | 5,745 | $2.00M | 0.87% | −36−0.6% | Reduced |
| Inlet Private Wealth, LLC | 5,687 | $1.98M | 0.52% | +32+0.6% | Added |
| Old Mission Capital LLC | 5,684 | $1.98M | 0.09% | +5,684 | New |
| James Hambro & Partners | 5,630 | $1.96M | 0.15% | 00.0% | Unchanged |
| EHP Funds Inc. | 5,620 | $1.95M | 0.41% | +5,620 | New |
| San Luis Wealth Advisors LLC | 5,593 | $1.95M | 1.81% | −861−13.3% | Reduced |
| WT Wealth Management | 5,547 | $1.93M | 0.94% | −439−7.3% | Reduced |
| Laidlaw Wealth Management LLC | 5,536 | $1.93M | 0.41% | −72−1.3% | Reduced |
| International Assets Investment Management, LLC | 5,525 | $1.92M | 0.20% | +1,956+54.8% | Added |
| Moneta Group Investment Advisors LLC | 5,184 | $1.92M | 0.05% | −162−3.0% | Reduced |
| Capital Financial Services, LLC | 5,500 | $1.91M | 2.64% | −85−1.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 5,491 | $1.91M | 0.15% | +1,126+25.8% | Added |
| Worldquant Millennium Advisors LLC | 5,477 | $1.91M | 0.04% | +624+12.9% | Added |
| Hilltop Holdings Inc. | 5,432 | $1.89M | 0.25% | −49−0.9% | Reduced |
| Capital Counsel LLC | 5,412 | $1.88M | 0.12% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 5,398 | $1.88M | 0.13% | +398+8.0% | Added |
| Scott & Selber, Inc. | 5,384 | $1.87M | 0.84% | −25−0.5% | Reduced |
| Exchange Traded Concepts, LLC | 5,358 | $1.86M | 0.05% | −863−13.9% | Reduced |
| Princeton Capital Management LLC | 5,355 | $1.86M | 0.83% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 5,352 | $1.86M | 0.16% | +194+3.8% | Added |
| Quantum Private Wealth, LLC | 5,351 | $1.86M | 1.18% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 5,347 | $1.86M | 0.03% | +1,265+31.0% | Added |
| DoubleLine ETF Adviser LP | 5,331 | $1.85M | 0.95% | +5,331 | New |
| Ropes Wealth Advisors LLC | 5,307 | $1.85M | 0.33% | +476+9.9% | Added |
| Pegasus Partners Ltd. | 5,306 | $1.85M | 0.30% | +109+2.1% | Added |
| Arete Wealth Advisors, LLC | 5,304 | $1.84M | 0.16% | −269−4.8% | Reduced |
| Amarillo National Bank | 5,291 | $1.84M | 0.43% | −2,393−31.1% | Reduced |
| Howland Capital Management LLC | 5,274 | $1.83M | 0.11% | −14−0.3% | Reduced |
| Greenup Street Wealth Management LLC | 5,260 | $1.83M | 0.77% | +40+0.8% | Added |
| Abbrea Capital, LLC | 5,252 | $1.83M | 0.33% | −85−1.6% | Reduced |
| WBI Investments | 5,252 | $1.83M | 0.39% | +5,252 | New |
| NorthRock Partners, LLC | 5,211 | $1.81M | 0.21% | +2,861+121.7% | Added |
| Sovereign Financial Group, Inc. | 5,204 | $1.81M | 0.71% | +124+2.4% | Added |
| Good Life Advisors, LLC | 5,192 | $1.81M | 0.25% | −8−0.2% | Reduced |
| Legacy Advisors, LLC | 5,177 | $1.80M | 0.33% | +1,316+34.1% | Added |
| Procyon Private Wealth Partners, LLC | 5,177 | $1.80M | 0.33% | +1,405+37.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,168 | $1.80M | 0.32% | −684−11.7% | Reduced |
| Institutional & Family Asset Management, LLC | 5,164 | $1.80M | 0.30% | −20.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,162 | $1.79M | 0.71% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,156 | $1.79M | 1.35% | −44−0.8% | Reduced |
| Resources Investment Advisors, LLC. | 5,149 | $1.79M | 0.05% | +518+11.2% | Added |
| Riverpark Capital Management LLC | 5,126 | $1.78M | 4.12% | −8,659−62.8% | Reduced |
| Cox Capital Mgt LLC | 5,120 | $1.78M | 1.16% | +230+4.7% | Added |
| First United Bank Trust | 5,091 | $1.77M | 0.86% | 00.0% | Unchanged |
| Transform Wealth, LLC | 5,090 | $1.77M | 0.20% | +220+4.5% | Added |
| Evergreen Wealth Solutions, LLC | 5,078 | $1.77M | 2.33% | +91+1.8% | Added |
| Carmichael Hill & Associates, Inc. | 5,061 | $1.76M | 0.98% | −100−1.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,060 | $1.76M | 0.15% | −90−1.7% | Reduced |
| Providence First Trust Co | 5,056 | $1.76M | 1.03% | −14−0.3% | Reduced |
| Manchester Capital Management LLC | 5,051 | $1.76M | 0.26% | +2,189+76.5% | Added |
| Lakeview Capital Partners, LLC | 4,715 | $1.75M | 0.56% | +45+1.0% | Added |
| McDaniel Terry & Co | 5,025 | $1.75M | 0.20% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 5,021 | $1.75M | 1.43% | −10−0.2% | Reduced |
| Bourne Lent Asset Management Inc | 4,998 | $1.74M | 0.74% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 4,996 | $1.74M | 0.19% | +3+0.1% | Added |
| Beacon Financial Group | 4,960 | $1.73M | 0.24% | +182+3.8% | Added |
| Strengthening Families & Communities, LLC | 4,977 | $1.73M | 1.03% | +121+2.5% | Added |
| BSW Wealth Partners | 4,975 | $1.73M | 0.37% | +474+10.5% | Added |
| Deane Retirement Strategies, Inc. | 4,975 | $1.73M | 0.96% | +4,975 | New |
| Strait & Sound Wealth Management LLC | 4,590 | $1.72M | 1.88% | +4,590 | New |
| Appleton Partners Inc | 4,940 | $1.72M | 0.16% | −150−2.9% | Reduced |
| Financial Advocates Investment Management | 4,935 | $1.72M | 0.13% | +463+10.4% | Added |