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; 3,633 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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| Nova R Wealth, Inc. | 1,801 | $626.4K | 0.46% | −121−6.3% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,797 | $625.0K | 0.33% | −63−3.4% | Reduced |
| DGS Capital Management, LLC | 1,797 | $624.9K | 0.41% | +28+1.6% | Added |
| SS&H Financial Advisors, Inc. | 1,785 | $620.7K | 0.30% | −25−1.4% | Reduced |
| Crescent Sterling, Ltd. | 1,783 | $620.0K | 0.67% | +1,783 | New |
| Retirement Guys Formula LLC | 1,782 | $619.8K | 0.51% | +212+13.5% | Added |
| Buckingham Strategic Partners | 1,781 | $619.5K | 0.05% | −383−17.7% | Reduced |
| Mizuho Securities Co. Ltd. | 1,780 | $619.0K | 1.72% | +597+50.5% | Added |
| Evermay Wealth Management LLC | 1,768 | $614.8K | 0.13% | −520−22.7% | Reduced |
| Zuckerman Investment Group, LLC | 1,767 | $614.4K | 0.10% | +251+16.6% | Added |
| Traphagen Investment Advisors LLC | 1,763 | $613.2K | 0.10% | +235+15.4% | Added |
| Harvest Portfolios Group Inc. | 1,758 | $611.3K | 0.04% | +1,758 | New |
| Jones Financial Companies LLLP | 1,758 | $611.0K | 0.00% | +391+28.6% | Added |
| Alerus Financial NA | 1,757 | $611.0K | 0.06% | −15,230−89.7% | Reduced |
| Baldwin Brothers Inc | 1,752 | $609.2K | 0.06% | −277−13.7% | Reduced |
| Crawford Investment Counsel Inc | 1,752 | $609.2K | 0.01% | +124+7.6% | Added |
| Sompo Asset Management Co., Ltd. | 1,750 | $608.5K | 0.14% | −1,100−38.6% | Reduced |
| BCJ Capital Management, LLC | 1,742 | $605.7K | 0.06% | −377−17.8% | Reduced |
| Taurus Asset Management, LLC | 1,742 | $605.7K | 0.08% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,741 | $605.4K | 0.06% | +122+7.5% | Added |
| Cascade Investment Group, Inc. | 1,741 | $605.4K | 0.63% | +1,741 | New |
| New Millennium Group LLC | 1,740 | $605.1K | 0.65% | −115−6.2% | Reduced |
| Knuff & Co LLC | 1,740 | $605.0K | 0.26% | 00.0% | Unchanged |
| Corton Capital Inc. | 1,740 | $605.0K | 0.50% | +5+0.3% | Added |
| LBMC Investment Advisors, LLC | 1,736 | $603.8K | 0.06% | 00.0% | Unchanged |
| Old Port Advisors | 1,733 | $602.5K | 0.23% | −8−0.5% | Reduced |
| Boston Family Office LLC | 1,730 | $602.0K | 0.05% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,731 | $601.8K | 0.43% | +1+0.1% | Added |
| Paragon Private Wealth Management, LLC | 1,728 | $600.9K | 0.54% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 1,728 | $600.9K | 0.33% | +1,728 | New |
| BTG Pactual Global Asset Management Ltd | 1,721 | $598.4K | 1.00% | −272−13.6% | Reduced |
| Clear Street Markets LLC | 1,721 | $598.0K | 0.12% | +1,721 | New |
| WealthBridge Capital Management, LLC | 1,717 | $597.1K | 0.25% | +44+2.6% | Added |
| Resurgent Financial Advisors LLC | 1,717 | $597.1K | 0.32% | +63+3.8% | Added |
| Clark Financial Services Group Inc | 1,709 | $594.0K | 0.68% | −251−12.8% | Reduced |
| Northstar Advisory Group, LLC | 1,704 | $592.5K | 0.47% | +39+2.3% | Added |
| Advisory Resource Group | 1,703 | $592.2K | 0.18% | +121+7.6% | Added |
| Unio Capital LLC | 1,700 | $591.1K | 0.33% | −550−24.4% | Reduced |
| Paradigm Asset Management Co LLC | 1,699 | $590.8K | 0.17% | −1,500−46.9% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,690 | $587.7K | 0.05% | +556+49.0% | Added |
| Vicus Capital | 1,683 | $585.4K | 0.07% | +405+31.7% | Added |
| Renasant Bank | 1,681 | $584.5K | 0.44% | −41−2.4% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,678 | $583.3K | 0.30% | +29+1.8% | Added |
| AlphaStar Capital Management, LLC | 1,677 | $583.2K | 0.06% | +70+4.4% | Added |
| Insight Advisors, LLC | 1,679 | $582.9K | 0.20% | −333−16.6% | Reduced |
| Diligent Investors, LLC | 1,671 | $581.1K | 0.19% | −140−7.7% | Reduced |
| Dividend Assets Capital, LLC | 1,670 | $581.0K | 0.12% | 00.0% | Unchanged |
| Brave Asset Management Inc | 1,667 | $579.7K | 0.20% | −42−2.5% | Reduced |
| Salomon & Ludwin, LLC | 1,662 | $577.9K | 0.07% | −37−2.2% | Reduced |
| First National Bank of Hutchinson | 1,661 | $577.6K | 0.49% | +13+0.8% | Added |
| ASB Consultores, LLC | 1,656 | $575.8K | 0.24% | −258−13.5% | Reduced |
| Elevated Capital Advisors, LLC | 1,655 | $575.3K | 0.22% | −2,507−60.2% | Reduced |
| Clare Market Investments LLC | 1,654 | $575.0K | 0.27% | −123−6.9% | Reduced |
| Acropolis Investment Management, LLC | 1,652 | $574.5K | 0.05% | +12+0.7% | Added |
| Tevis Investment Management | 1,650 | $573.8K | 0.61% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 1,647 | $572.7K | 0.06% | −80,709−98.0% | Reduced |
| Per Stirling Capital Management, LLC. | 1,642 | $570.9K | 0.10% | +1,642 | New |
| Mitchell McLeod Pugh & Williams Inc | 1,639 | $569.9K | 0.19% | −25−1.5% | Reduced |
| Clarity Wealth Advisors, LLC | 1,637 | $569.2K | 0.33% | −76−4.4% | Reduced |
| ICA Group Wealth Management, LLC | 1,631 | $568.9K | 0.13% | −1,417−46.5% | Reduced |
| SignalPoint Asset Management, LLC | 1,634 | $568.0K | 0.20% | −6−0.4% | Reduced |
| Vigilare Wealth Management | 1,631 | $567.0K | 0.33% | +2+0.1% | Added |
| Callan Family Office, LLC | 1,623 | $564.4K | 0.18% | +1,623 | New |
| M. Kraus & Co | 1,618 | $562.7K | 0.21% | +8+0.5% | Added |
| Cedrus LLC | 1,617 | $562.3K | 0.45% | +27+1.7% | Added |
| Prentice Wealth Management LLC | 1,617 | $562.3K | 0.28% | +92+6.0% | Added |
| Syntegra Private Wealth Group, LLC | 1,616 | $561.9K | 0.11% | +1,616 | New |
| Kolinsky Wealth Management, LLC | 1,611 | $560.0K | 0.64% | +61+3.9% | Added |
| XTX Topco Ltd | 1,610 | $559.8K | 0.12% | +1,610 | New |
| Catalyst Financial Partners LLC | 1,609 | $559.5K | 0.29% | +1,609 | New |
| Horst & Graben Wealth Management LLC | 1,608 | $559.0K | 0.15% | 00.0% | Unchanged |
| Hemington Wealth Management | 1,610 | $559.0K | 0.24% | +41+2.6% | Added |
| Prentiss Smith & Co Inc | 1,605 | $558.1K | 0.51% | −1,250−43.8% | Reduced |
| Delphia (USA) Inc. | 1,602 | $557.0K | 0.64% | −165−9.3% | Reduced |
| Baldwin Investment Management, LLC | 1,600 | $556.4K | 0.10% | −535−25.1% | Reduced |
| Silphium Asset Management Ltd | 1,600 | $556.4K | 0.56% | +300+23.1% | Added |
| Monument Capital Management | 1,599 | $555.9K | 0.19% | +358+28.8% | Added |
| SP Asset Management LLC | 1,593 | $553.8K | 0.07% | +1,593 | New |
| Sage Mountain Advisors LLC | 1,589 | $552.5K | 0.13% | +575+56.7% | Added |
| Stonnington Group, LLC | 1,485 | $551.0K | 0.15% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 1,576 | $548.0K | 0.19% | +1,576 | New |
| WESPAC Advisors, LLC | 1,575 | $547.7K | 0.95% | −254−13.9% | Reduced |
| Beaton Management Co. Inc. | 1,572 | $547.0K | 0.37% | 00.0% | Unchanged |
| Madison Asset Management, LLC | 1,573 | $547.0K | 0.01% | +90+6.1% | Added |
| D'Orazio & Associates, Inc. | 1,572 | $546.6K | 0.13% | +291+22.7% | Added |
| Altfest L J & Co Inc | 1,570 | $546.0K | 0.09% | −11−0.7% | Reduced |
| Keystone Investors Pte Ltd | 1,566 | $544.5K | 0.26% | +1,566 | New |
| Quantum Financial Advisors, LLC | 1,565 | $544.3K | 0.25% | +15+1.0% | Added |
| Summit Wealth & Retirement Planning, Inc. | 1,564 | $543.9K | 0.22% | +35+2.3% | Added |
| Consilio Wealth Advisors, LLC | 1,563 | $543.5K | 0.35% | +342+28.0% | Added |
| Means Investment Co., Inc. | 1,562 | $543.1K | 0.11% | −13−0.8% | Reduced |
| Webster Bank, N. A. | 1,561 | $543.0K | 0.07% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,555 | $540.7K | 0.46% | 00.0% | Unchanged |
| Cooper Financial Group | 1,550 | $539.0K | 0.16% | +42+2.8% | Added |
| Steel Peak Wealth Management LLC | 1,547 | $538.0K | 0.04% | −741−32.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,545 | $537.1K | 0.22% | −20−1.3% | Reduced |
| MJP Associates Inc | 1,544 | $537.0K | 0.16% | +81+5.5% | Added |
| Fithian, LLC | 1,540 | $535.5K | 2.55% | +1,540 | New |
| Islay Capital Management, LLC | 1,539 | $535.2K | 0.61% | 00.0% | Unchanged |
| Brooktree Capital Management | 1,538 | $534.8K | 0.44% | −464−23.2% | Reduced |