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 |
|---|---|---|---|---|---|
| Compagnie Lombard Odier SCmA | 4,924 | $1.71M | 0.05% | +179+3.8% | Added |
| Revolve Wealth Partners, LLC | 4,918 | $1.71M | 0.49% | −11−0.2% | Reduced |
| West Branch Capital LLC | 4,904 | $1.71M | 1.05% | −25−0.5% | Reduced |
| Principle Wealth Partners LLC | 4,903 | $1.71M | 0.19% | +125+2.6% | Added |
| XR Securities LLC | 4,884 | $1.70M | 2.02% | +4,884 | New |
| Catalyst Wealth Management, LLC | 4,869 | $1.69M | 1.60% | +4,869 | New |
| Weatherly Asset Management L. P. | 4,827 | $1.68M | 0.23% | +1,708+54.8% | Added |
| Mutual Advisors, LLC | 4,826 | $1.68M | 0.08% | +69+1.5% | Added |
| DeDora Capital, Inc. | 4,823 | $1.68M | 0.80% | −74−1.5% | Reduced |
| Headinvest, LLC | 4,814 | $1.67M | 0.37% | +148+3.2% | Added |
| Semmax Financial Advisors Inc. | 4,451 | $1.67M | 0.67% | −74−1.6% | Reduced |
| Missouri Trust & Investment Co | 4,806 | $1.67M | 1.00% | −76−1.6% | Reduced |
| Algert Global LLC | 4,775 | $1.66M | 0.09% | +677+16.5% | Added |
| Orleans Capital Management Corp | 4,772 | $1.66M | 1.27% | 00.0% | Unchanged |
| Ledyard National Bank | 4,746 | $1.65M | 0.19% | 00.0% | Unchanged |
| Richelieu Gestion PLC | 4,740 | $1.65M | 1.72% | +725+18.1% | Added |
| United Community Bank | 4,734 | $1.65M | 1.59% | +65+1.4% | Added |
| Platform Technology Partners | 4,728 | $1.64M | 0.85% | −25−0.5% | Reduced |
| Chemistry Wealth Management LLC | 4,725 | $1.64M | 0.64% | +30+0.6% | Added |
| We Are One Seven, LLC | 4,714 | $1.64M | 0.16% | −260−5.2% | Reduced |
| Agf Management Ltd | 4,698 | $1.63M | 0.01% | +4,698 | New |
| Ameliora Wealth Management Ltd. | 4,680 | $1.63M | 0.87% | 00.0% | Unchanged |
| Cutler Group LP | 4,675 | $1.63M | 0.20% | −1,847−28.3% | Reduced |
| Intact Investment Management Inc. | 4,650 | $1.62M | 0.07% | −750−13.9% | Reduced |
| Nicolet Bankshares Inc | 7,344 | $1.62M | 0.56% | −35−0.5% | Reduced |
| World Equity Group, Inc. | 4,645 | $1.62M | 0.38% | +27+0.6% | Added |
| Aevitas Wealth Management, Inc. | 4,642 | $1.61M | 0.96% | −4−0.1% | Reduced |
| PFG Advisors | 4,613 | $1.60M | 0.16% | +117+2.6% | Added |
| Chilton Capital Management LLC | 4,604 | $1.60M | 0.10% | −52−1.1% | Reduced |
| HMS Capital Management, LLC | 4,592 | $1.60M | 1.08% | −421−8.4% | Reduced |
| Cobblestone Capital Advisors LLC | 4,579 | $1.59M | 0.12% | −10−0.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,566 | $1.59M | 0.45% | +664+17.0% | Added |
| TrimTabs Asset Management, LLC | 4,558 | $1.58M | 1.03% | −102−2.2% | Reduced |
| Compass Wealth Management LLC | 4,555 | $1.58M | 0.52% | +4,555 | New |
| Wealth Alliance | 4,553 | $1.58M | 0.28% | +101+2.3% | Added |
| Fort Point Capital Partners LLC | 4,530 | $1.58M | 0.28% | −70−1.5% | Reduced |
| Equitable Holdings, Inc. | 4,520 | $1.57M | 0.03% | −444−8.9% | Reduced |
| Smith, Moore & Co. | 4,519 | $1.57M | 0.22% | +65+1.5% | Added |
| Mitchell Sinkler & Starr | 4,519 | $1.57M | 0.51% | +280+6.6% | Added |
| S&CO Inc | 4,508 | $1.57M | 0.14% | +100+2.3% | Added |
| Summit Trail Advisors, LLC | 4,505 | $1.57M | 0.07% | −2,324−34.0% | Reduced |
| Wambolt & Associates, LLC | 4,497 | $1.56M | 0.60% | −23−0.5% | Reduced |
| Security National Bank | 4,493 | $1.56M | 0.42% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,485 | $1.56M | 0.68% | +4,485 | New |
| Tectonic Advisors LLC | 4,484 | $1.56M | 0.24% | −657−12.8% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,479 | $1.56M | 0.18% | +3+0.1% | Added |
| Marshall Financial Group LLC | 4,472 | $1.56M | 0.60% | +223+5.2% | Added |
| Commerzbank Aktiengesellschaft | 4,473 | $1.55M | 0.10% | +1,445+47.7% | Added |
| Wealthcare Advisory Partners LLC | 4,435 | $1.54M | 0.07% | +292+7.0% | Added |
| VeraBank, N.A. | 4,424 | $1.54M | 0.77% | +23+0.5% | Added |
| Basso Capital Management, L.P. | 4,415 | $1.54M | 1.65% | +4,415 | New |
| Wallace Advisory Group, LLC | 4,413 | $1.53M | 1.21% | +4,413 | New |
| KCM Investment Advisors LLC | 4,408 | $1.53M | 0.07% | +138+3.2% | Added |
| LVW Advisors, LLC | 4,408 | $1.53M | 0.32% | −48−1.1% | Reduced |
| Kelman-Lazarov, Inc. | 4,396 | $1.53M | 0.43% | −42−0.9% | Reduced |
| Patron Partners Advisors, LLC | 4,391 | $1.53M | 1.15% | −46−1.0% | Reduced |
| Dynamic Advisor Solutions LLC | 4,386 | $1.53M | 0.10% | +207+5.0% | Added |
| Perigon Wealth Management, LLC | 4,384 | $1.52M | 0.09% | +1,818+70.8% | Added |
| Alapocas Investment Partners, Inc. | 4,375 | $1.52M | 1.43% | −16−0.4% | Reduced |
| CWA Asset Management Group, LLC | 4,364 | $1.52M | 0.12% | +755+20.9% | Added |
| MainStreet Investment Advisors LLC | 4,356 | $1.51M | 0.17% | −384−8.1% | Reduced |
| Burney Co | 4,352 | $1.51M | 0.08% | −3,229−42.6% | Reduced |
| Drive Wealth Management, LLC | 4,309 | $1.50M | 0.75% | +544+14.4% | Added |
| Donaldson Capital Management, LLC | 4,303 | $1.50M | 0.07% | −319−6.9% | Reduced |
| Intelligent Financial Strategies | 4,295 | $1.49M | 1.26% | −211−4.7% | Reduced |
| Barden Capital Management, Inc. | 4,291 | $1.49M | 1.53% | +442+11.5% | Added |
| CIC Wealth, LLC | 4,277 | $1.49M | 0.61% | +4,277 | New |
| Axxcess Wealth Management, LLC | 4,276 | $1.49M | 0.12% | −688−13.9% | Reduced |
| Bienville Capital Management, LLC | 4,254 | $1.48M | 0.55% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 4,226 | $1.47M | 0.12% | +43+1.0% | Added |
| Charles Schwab Trust Co | 4,223 | $1.47M | 0.19% | 00.0% | Unchanged |
| Blueprint Investment Partners LLC | 4,222 | $1.47M | 0.32% | +4,222 | New |
| Essex Financial Services, Inc. | 4,216 | $1.47M | 0.16% | −342−7.5% | Reduced |
| Sustainable Insight Capital Management, LLC | 4,203 | $1.46M | 1.65% | +1,372+48.5% | Added |
| Wedmont Private Capital | 3,954 | $1.45M | 0.22% | +1,486+60.2% | Added |
| Arthur M. Cohen & Associates, LLC | 4,179 | $1.45M | 0.40% | −130−3.0% | Reduced |
| Stonebridge Financial Planning Group, LLC | 4,175 | $1.45M | 0.97% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 4,170 | $1.45M | 0.52% | −244−5.5% | Reduced |
| Liberty Capital Management, Inc. | 4,169 | $1.45M | 0.50% | −6−0.1% | Reduced |
| Delta Financial Group, Inc. | 4,178 | $1.45M | 0.64% | +4,178 | New |
| Violich Capital Management, Inc. | 4,150 | $1.44M | 0.26% | 00.0% | Unchanged |
| Sierra Capital LLC | 4,151 | $1.44M | 0.25% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 4,142 | $1.44M | 0.50% | +4,142 | New |
| Okabena Investment Services Inc | 4,141 | $1.44M | 1.04% | −190−4.4% | Reduced |
| Bard Financial Services, Inc. | 4,120 | $1.43M | 0.12% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 4,105 | $1.43M | 0.81% | 00.0% | Unchanged |
| Jacobsen Capital Management | 4,098 | $1.43M | 0.76% | −451−9.9% | Reduced |
| Westhampton Capital, LLC | 4,080 | $1.42M | 0.96% | +50+1.2% | Added |
| Zions Bancorporation, N.A. | 4,071 | $1.42M | 0.11% | +630+18.3% | Added |
| Arbor Capital Management Inc | 4,062 | $1.41M | 1.26% | −305−7.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,054 | $1.41M | 0.06% | +139+3.6% | Added |
| Altman Advisors, Inc. | 3,725 | $1.41M | 0.87% | −213−5.4% | Reduced |
| Strong Tower Advisory Services | 4,042 | $1.41M | 0.84% | +49+1.2% | Added |
| Transcend Wealth Collective, LLC | 4,030 | $1.40M | 0.15% | −407−9.2% | Reduced |
| NVWM, LLC | 4,022 | $1.40M | 0.51% | −107−2.6% | Reduced |
| Cahill Financial Advisors Inc | 4,017 | $1.40M | 0.27% | −99−2.4% | Reduced |
| Clark Capital Management Group, Inc. | 4,012 | $1.40M | 0.01% | +1,723+75.3% | Added |
| Visionary Wealth Advisors | 4,008 | $1.39M | 0.13% | +200+5.3% | Added |
| Transatlantique Private Wealth LLC | 4,045 | $1.39M | 0.83% | +838+26.1% | Added |
| Caas Capital Management LP | 4,000 | $1.39M | 0.27% | +4,000 | New |