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 |
|---|---|---|---|---|---|
| Hartford Funds Management Co LLC | 1,534 | $533.4K | 0.06% | +447+41.1% | Added |
| Wedge Capital Management L L P | 1,526 | $531.0K | 0.01% | +18+1.2% | Added |
| First Business Financial Services, Inc. | 1,522 | $529.0K | 0.07% | 00.0% | Unchanged |
| Columbia Advisory Partners LLC | 1,512 | $525.9K | 0.50% | −197−11.5% | Reduced |
| Ssi Investment Management LLC | 1,511 | $525.4K | 0.03% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,511 | $525.4K | 0.02% | −1,189−44.0% | Reduced |
| OneAscent Wealth Management LLC | 1,509 | $525.0K | 0.25% | +12+0.8% | Added |
| Callan Capital, LLC | 1,509 | $524.7K | 0.06% | +146+10.7% | Added |
| Cardinal Strategic Wealth Guidance | 1,507 | $524.0K | 0.25% | −291−16.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,506 | $524.0K | 0.29% | +6+0.4% | Added |
| Levin Capital Strategies, L.P. | 1,500 | $521.6K | 0.07% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 1,500 | $521.6K | 0.17% | 00.0% | Unchanged |
| Northcape Capital Pty Ltd | 1,499 | $521.0K | 0.06% | −123−7.6% | Reduced |
| Wealth Architects, LLC | 1,496 | $520.1K | 0.10% | +13+0.9% | Added |
| Davy Global Fund Management Ltd | 1,494 | $519.5K | 0.11% | −48−3.1% | Reduced |
| Baker Avenue Asset Management, LP | 1,491 | $518.6K | 0.03% | +217+17.0% | Added |
| LGL Partners, LLC | 1,486 | $516.7K | 0.09% | −2,339−61.2% | Reduced |
| Carolinas Wealth Consulting LLC | 1,480 | $514.7K | 0.12% | +34+2.4% | Added |
| Frisch Financial Group, Inc. | 1,476 | $513.0K | 0.19% | +770+109.1% | Added |
| High Net Worth Advisory Group LLC | 1,470 | $511.2K | 0.20% | −304−17.1% | Reduced |
| Icapital Wealth LLC | 1,465 | $509.4K | 0.39% | 00.0% | Unchanged |
| Horiko Capital Management LLC | 1,460 | $507.7K | 0.43% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,455 | $506.0K | 0.04% | +27+1.9% | Added |
| Concord Wealth Partners | 1,453 | $505.3K | 0.15% | −434−23.0% | Reduced |
| REDW Wealth LLC | 1,452 | $504.9K | 0.18% | −270−15.7% | Reduced |
| Private Capital Management, LLC | 1,451 | $504.5K | 0.07% | +631+77.0% | Added |
| Marino, Stram & Associates LLC | 1,447 | $503.0K | 0.16% | +1+0.1% | Added |
| Essex LLC | 1,446 | $502.7K | 0.15% | −36−2.4% | Reduced |
| 180 Wealth Advisors, LLC | 1,330 | $501.8K | 0.12% | +102+8.3% | Added |
| Gladius Capital Management LP | 1,443 | $501.8K | 0.16% | −9,749−87.1% | Reduced |
| TCWP LLC | 1,434 | $499.5K | 0.10% | +89+6.6% | Added |
| ERTS Wealth Advisors, LLC | 1,436 | $499.3K | 0.13% | −25−1.7% | Reduced |
| AlphaQ Advisors LLC | 1,434 | $498.6K | 0.43% | +1,434 | New |
| Sand Hill Global Advisors, LLC | 1,427 | $496.3K | 0.03% | +576+67.7% | Added |
| KB Financial Partners, LLC | 1,426 | $496.0K | 0.17% | +47+3.4% | Added |
| Prelude Capital Management, LLC | 1,426 | $495.9K | 0.03% | −3,153−68.9% | Reduced |
| Ninepoint Partners LP | 1,424 | $495.0K | 0.07% | +1,424 | New |
| Newbridge Financial Services Group, Inc. | 1,419 | $493.5K | 0.28% | +20+1.4% | Added |
| Partners Group Holding AG | 1,419 | $493.4K | 0.04% | 00.0% | Unchanged |
| Capital Market Strategies LLC | 1,414 | $491.7K | 0.53% | −50−3.4% | Reduced |
| MV Capital Management, Inc. | 1,413 | $491.3K | 0.08% | +64+4.7% | Added |
| Sterling Investment Counsel, LLC | 1,412 | $491.0K | 0.30% | +25+1.8% | Added |
| Triangle Securities Wealth Management | 1,410 | $490.3K | 0.18% | +37+2.7% | Added |
| New Jersey Better Educational Savings Trust | 1,409 | $490.0K | 1.44% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,409 | $489.8K | 0.59% | +192+15.8% | Added |
| Plante Moran Financial Advisors, LLC | 1,406 | $488.9K | 0.07% | −27−1.9% | Reduced |
| Spartan Planning & Wealth Management | 1,406 | $488.9K | 0.61% | +1,406 | New |
| First Nebraska Trust Co | 1,401 | $487.2K | 0.06% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,399 | $486.5K | 0.45% | −265−15.9% | Reduced |
| Norway Savings Bank | 1,396 | $485.4K | 0.25% | +29+2.1% | Added |
| Portland Investment Counsel Inc. | 1,391 | $484.0K | 0.27% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 1,390 | $483.3K | 0.11% | 00.0% | Unchanged |
| Inceptionr LLC | 1,390 | $483.3K | 0.25% | +1,390 | New |
| Foster & Motley Inc | 1,387 | $482.0K | 0.04% | +455+48.8% | Added |
| ESG Planning | 1,384 | $481.1K | 0.59% | −2,064−59.9% | Reduced |
| RSM US Wealth Management LLC | 1,381 | $481.0K | 0.02% | +135+10.8% | Added |
| Firethorn Wealth Partners, LLC | 1,382 | $480.5K | 0.41% | −56−3.9% | Reduced |
| Tarbox Family Office, Inc. | 1,380 | $479.9K | 0.11% | −24−1.7% | Reduced |
| Voloridge Investment Management, LLC | 1,375 | $478.1K | 0.00% | −46,654−97.1% | Reduced |
| Skylands Capital, LLC | 1,375 | $478.1K | 0.08% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,374 | $477.8K | 0.28% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,366 | $475.0K | 0.08% | +44+3.3% | Added |
| Rock Creek Group, LP | 1,364 | $474.3K | 0.06% | −34−2.4% | Reduced |
| Granite Investment Partners, LLC | 1,363 | $474.0K | 0.02% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 1,358 | $472.3K | 0.04% | +79+6.2% | Added |
| Goldstein Advisors, LLC | 1,355 | $471.0K | 0.11% | +1,355 | New |
| D. Scott Neal, Inc. | 1,350 | $469.4K | 0.23% | 00.0% | Unchanged |
| CNB Bank | 1,350 | $469.4K | 0.29% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,350 | $469.3K | 0.03% | −42−3.0% | Reduced |
| Centerpoint Advisors, LLC | 1,343 | $467.0K | 0.22% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,340 | $466.0K | 0.18% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 1,336 | $465.0K | 0.03% | −480−26.4% | Reduced |
| State of Wyoming | 1,336 | $464.6K | 0.15% | −1,620−54.8% | Reduced |
| Avenue 1 Advisors, LLC | 1,335 | $464.2K | 0.27% | +54+4.2% | Added |
| BancFirst Trust & Investment Management | 1,329 | $463.0K | 0.27% | −626−32.0% | Reduced |
| Valmark Advisers, Inc. | 1,331 | $462.9K | 0.01% | −314−19.1% | Reduced |
| JT Stratford LLC | 1,331 | $462.8K | 0.15% | +97+7.9% | Added |
| NBT Bank N A | 1,329 | $462.1K | 0.07% | −157−10.6% | Reduced |
| Cottonwood Capital Advisors, LLC | 1,329 | $462.1K | 0.41% | +80+6.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,329 | $462.0K | 0.07% | +45+3.5% | Added |
| Calton & Associates, Inc. | 1,328 | $461.6K | 0.18% | +229+20.8% | Added |
| Symphony Financial, Ltd. Co. | 1,299 | $461.4K | 0.12% | −23−1.7% | Reduced |
| Matisse Capital | 1,325 | $460.7K | 0.41% | +1,325 | New |
| Vivaldi Capital Management, LLC | 1,240 | $460.0K | 0.11% | +45+3.8% | Added |
| Pacitti Group Inc. | 1,321 | $459.3K | 0.36% | −126−8.7% | Reduced |
| Byrne Asset Management LLC | 1,314 | $456.9K | 0.33% | −50−3.7% | Reduced |
| Grandview Asset Management LLC | 1,311 | $456.0K | 0.28% | +2+0.2% | Added |
| Exos TFP Holdings LLC | 1,307 | $454.5K | 0.13% | +1,307 | New |
| Tudor Investment Corp Et Al | 1,305 | $454.0K | 0.01% | −69,729−98.2% | Reduced |
| Northwest Bancshares, Inc. | 1,304 | $453.4K | 0.09% | +10+0.8% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,302 | $452.7K | 0.03% | −43−3.2% | Reduced |
| EPG Wealth Management LLC | 1,301 | $452.5K | 0.17% | −1−0.1% | Reduced |
| Hamilton Capital Partners Inc. | 1,300 | $452.0K | 0.19% | +1,300 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,300 | $452.0K | 0.31% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 1,299 | $451.8K | 0.04% | −325−20.0% | Reduced |
| Cahaba Wealth Management, Inc. | 1,298 | $451.3K | 0.06% | +168+14.9% | Added |
| MCF Advisors LLC | 1,298 | $451.3K | 0.05% | +42+3.3% | Added |
| Lion Street Advisors, LLC | 1,344 | $450.9K | 0.24% | −63−4.5% | Reduced |
| Covestor Ltd | 1,291 | $449.0K | 0.37% | −330−20.4% | Reduced |
| Boyd Watterson Asset Management LLC | 1,290 | $448.6K | 0.18% | −112−8.0% | Reduced |