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 |
|---|---|---|---|---|---|
| Fort, L.P. | 1,288 | $447.9K | 0.68% | −254−16.5% | Reduced |
| New World Advisors LLC | 1,276 | $443.7K | 0.15% | −392−23.5% | Reduced |
| BOS Asset Management, LLC | 1,276 | $443.7K | 0.40% | +1,276 | New |
| Mark Stevens | 1,275 | $443.0K | 0.06% | −5−0.4% | Reduced |
| Cardiff Park Advisors, LLC | 1,266 | $440.2K | 0.06% | −3−0.2% | Reduced |
| Pitti Group Wealth Management, LLC | 1,266 | $440.2K | 0.53% | +23+1.9% | Added |
| Confluence Wealth Services, Inc. | 1,265 | $439.9K | 0.11% | +160+14.5% | Added |
| InTrack Investment Management Inc | 1,263 | $439.2K | 0.44% | +1,263 | New |
| Old North State Trust, LLC | 1,263 | $439.0K | 0.29% | +93+7.9% | Added |
| Objective Capital Management, LLC | 1,261 | $438.6K | 0.44% | +63+5.3% | Added |
| Milestone Advisory Partners | 1,260 | $438.1K | 0.33% | 00.0% | Unchanged |
| Rothschild Investment Corp | 1,260 | $438.0K | 0.04% | −254−16.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,258 | $437.4K | 0.17% | +100+8.6% | Added |
| Tanaka Capital Management Inc | 1,256 | $437.0K | 1.39% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 1,256 | $436.7K | 0.49% | +10+0.8% | Added |
| Aprio Wealth Management, LLC | 1,253 | $435.8K | 0.15% | +34+2.8% | Added |
| Aristides Capital LLC | 1,250 | $434.7K | 0.27% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,250 | $434.7K | 0.09% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 1,250 | $434.7K | 0.07% | 00.0% | Unchanged |
| Provence Wealth Management Group | 1,242 | $431.9K | 0.35% | +1,242 | New |
| Orion Capital Management LLC | 1,235 | $429.4K | 0.32% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,234 | $429.0K | 0.18% | +70+6.0% | Added |
| Nwam LLC | 1,233 | $428.8K | 0.04% | −97−7.3% | Reduced |
| Magnus Financial Group LLC | 1,231 | $427.9K | 0.07% | +43+3.6% | Added |
| Fort Pitt Capital Group, LLC | 1,228 | $427.0K | 0.02% | +7+0.6% | Added |
| TruWealth Advisors, LLC | 1,225 | $425.9K | 0.04% | −7−0.6% | Reduced |
| Park National Corp | 1,220 | $424.2K | 0.02% | −116−8.7% | Reduced |
| Integrity Advisory, LLC | 1,218 | $423.7K | 0.39% | +9+0.7% | Added |
| Rede Wealth, LLC | 1,218 | $423.5K | 0.23% | −10−0.8% | Reduced |
| Plancorp, LLC | 1,217 | $423.2K | 0.02% | +23+1.9% | Added |
| Keystone Financial Group | 1,215 | $422.6K | 0.08% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,210 | $420.8K | 0.14% | −102−7.8% | Reduced |
| Sunflower Bank, N.A. | 1,199 | $417.0K | 0.09% | −108−8.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,199 | $416.9K | 0.12% | 00.0% | Unchanged |
| Aries Wealth Management | 1,196 | $415.9K | 0.18% | 00.0% | Unchanged |
| Merlin Capital LLC | 1,195 | $415.5K | 1.02% | −12−1.0% | Reduced |
| Aj Wealth Strategies, LLC | 1,194 | $415.0K | 0.02% | −37−3.0% | Reduced |
| Stevens Capital Management LP | 1,188 | $413.0K | 0.26% | −1,352−53.2% | Reduced |
| Financial Perspectives, Inc | 1,183 | $411.5K | 0.21% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 1,182 | $411.0K | 0.27% | +230+24.2% | Added |
| Citadel Investment Advisory, Inc. | 1,180 | $410.0K | 0.28% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,176 | $409.0K | 0.06% | −20−1.7% | Reduced |
| McIlrath & Eck, LLC | 1,172 | $407.5K | 0.10% | −66−5.3% | Reduced |
| Daymark Wealth Partners, LLC | 1,171 | $407.2K | 0.07% | +1,171 | New |
| Hartford Financial Management Inc. | 1,170 | $406.8K | 0.11% | −185−13.7% | Reduced |
| MONECO Advisors, LLC | 1,168 | $406.3K | 0.15% | +1,168 | New |
| Seven Post Investment Office LP | 1,165 | $405.1K | 0.14% | 00.0% | Unchanged |
| First Command Bank | 1,159 | $403.0K | 0.05% | −102−8.1% | Reduced |
| First Command Financial Services, Inc. | 1,159 | $403.0K | 0.05% | −102−8.1% | Reduced |
| Clear Creek Financial Management, LLC | 1,159 | $402.9K | 0.09% | −279−19.4% | Reduced |
| Cyndeo Wealth Partners, LLC | 1,152 | $400.6K | 0.05% | +1,152 | New |
| Westmount Partners, LLC | 1,152 | $400.6K | 0.21% | +1,152 | New |
| Tranquilli Financial Advisor LLC | 1,148 | $399.2K | 0.30% | +190+19.8% | Added |
| Aveo Capital Partners, LLC | 1,148 | $399.2K | 0.06% | +379+49.3% | Added |
| Tradition Wealth Management, LLC | 1,146 | $399.0K | 0.06% | +14+1.2% | Added |
| Phillips Wealth Planners LLC | 1,071 | $397.2K | 0.69% | +1,071 | New |
| Arcus Capital Partners, LLC | 1,141 | $396.6K | 0.16% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 1,135 | $394.7K | 0.84% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 1,134 | $394.3K | 0.24% | +173+18.0% | Added |
| Lantz Financial LLC | 1,132 | $393.6K | 0.18% | −114−9.1% | Reduced |
| GYL Financial Synergies, LLC | 1,126 | $391.5K | 0.08% | +187+19.9% | Added |
| Albion Financial Group | 1,125 | $391.2K | 0.04% | −51−4.3% | Reduced |
| NEIRG Wealth Management, LLC | 1,125 | $391.2K | 0.07% | +1+0.1% | Added |
| Seven Eight Capital, LP | 1,124 | $390.8K | 0.10% | −23,419−95.4% | Reduced |
| Conestoga Capital Advisors, LLC | 1,120 | $389.5K | 0.01% | −95−7.8% | Reduced |
| Claret Asset Management Corp | 1,120 | $389.0K | 0.09% | +7+0.6% | Added |
| Crewe Advisors LLC | 1,114 | $387.4K | 0.06% | −278−20.0% | Reduced |
| Crew Capital Management, Ltd. | 1,113 | $387.0K | 0.56% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,112 | $386.7K | 0.11% | +152+15.8% | Added |
| Krilogy Financial LLC | 1,111 | $386.3K | 0.04% | +214+23.9% | Added |
| Blue Barn Wealth, LLC | 1,106 | $384.6K | 0.25% | −251−18.5% | Reduced |
| BCS Wealth Management | 1,101 | $383.0K | 0.16% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,102 | $383.0K | 0.22% | +61+5.9% | Added |
| Wallace Capital Management Inc. | 1,100 | $382.5K | 0.06% | −75−6.4% | Reduced |
| Prism Advisors, Inc. | 1,100 | $382.5K | 0.14% | 00.0% | Unchanged |
| Range Financial Group LLC | 1,099 | $382.2K | 0.26% | −13−1.2% | Reduced |
| CBOE Vest Financial, LLC | 1,097 | $381.5K | 0.06% | +1,097 | New |
| MBL Wealth, LLC | 1,095 | $381.0K | 0.07% | +99+9.9% | Added |
| Verus Capital Partners, LLC | 1,092 | $379.6K | 0.07% | −111−9.2% | Reduced |
| LWM Advisory Services, LLC | 1,025 | $379.4K | 0.42% | −957−48.3% | Reduced |
| Harbour Investments, Inc. | 1,089 | $378.7K | 0.02% | +79+7.8% | Added |
| Willow Creek Wealth Management Inc. | 1,086 | $378.0K | 0.06% | +14+1.3% | Added |
| Cypress Capital, LLC | 1,085 | $377.3K | 0.12% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 1,080 | $375.4K | 0.17% | +3+0.3% | Added |
| Fernwood Investment Management, LLC | 1,079 | $375.2K | 0.16% | 00.0% | Unchanged |
| Centurion Wealth Management LLC | 1,072 | $372.7K | 0.21% | +1,072 | New |
| Eagle Bay Advisors LLC | 1,069 | $371.7K | 0.21% | +175+19.6% | Added |
| Summit Asset Management, LLC | 1,065 | $370.3K | 0.11% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 1,064 | $370.0K | 0.08% | −35−3.2% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,060 | $368.5K | 0.14% | +33+3.2% | Added |
| S.C. Financial Services, Inc. | 1,057 | $367.5K | 0.56% | +25+2.4% | Added |
| Prosperity Financial Group, Inc. | 1,056 | $367.2K | 0.40% | +1,056 | New |
| Spectrum Wealth Advisory Group, LLC | 1,052 | $365.6K | 0.51% | +2+0.2% | Added |
| James J. Burns & Company, LLC | 1,050 | $365.0K | 0.15% | −360−25.5% | Reduced |
| Baker Boyer National Bank | 1,046 | $363.7K | 0.15% | −804−43.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,042 | $363.1K | 0.11% | −70−6.3% | Reduced |
| Somerset Trust Co | 1,044 | $363.0K | 0.15% | +58+5.9% | Added |
| Redwood Financial Network Corp | 1,044 | $362.9K | 0.41% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 1,042 | $362.3K | 0.05% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 1,041 | $362.0K | 0.03% | +33+3.3% | Added |