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 |
|---|---|---|---|---|---|
| Fortis Advisors, LLC | 1,039 | $361.3K | 0.28% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1,038 | $360.9K | 0.09% | +1,038 | New |
| Salem Investment Counselors Inc | 1,036 | $360.3K | 0.02% | +232+28.9% | Added |
| Opal Wealth Advisors, LLC | 1,035 | $359.9K | 0.20% | −8−0.8% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 1,035 | $359.9K | 0.04% | 00.0% | Unchanged |
| American Financial Advisors, LLC | 1,032 | $358.9K | 0.06% | 00.0% | Unchanged |
| Prosperity Consulting Group, LLC | 1,029 | $357.8K | 0.24% | +55+5.6% | Added |
| VisionPoint Advisory Group, LLC | 964 | $357.5K | 0.15% | −275−22.2% | Reduced |
| Global Assets Advisory, LLC | 1,027 | $357.1K | 0.38% | −46−4.3% | Reduced |
| Fragasso Group Inc. | 1,026 | $356.7K | 0.04% | −293−22.2% | Reduced |
| Sage Rhino Capital LLC | 1,025 | $356.4K | 0.11% | +51+5.2% | Added |
| Rappaport Reiches Capital Management, LLC | 1,024 | $356.1K | 0.18% | +1+0.1% | Added |
| Maven Securities LTD | 1,022 | $355.4K | 0.07% | −15,523−93.8% | Reduced |
| NTV Asset Management LLC | 1,022 | $355.4K | 0.07% | +52+5.4% | Added |
| Burleson & Company, LLC | 1,020 | $354.8K | 0.09% | +677+197.4% | Added |
| CCG Wealth Management, LLC | 1,015 | $352.9K | 0.20% | +79+8.4% | Added |
| Hudock, Inc. | 1,014 | $352.8K | 0.12% | −303−23.0% | Reduced |
| Bedel Financial Consulting, Inc. | 1,013 | $352.2K | 0.09% | +5+0.5% | Added |
| FLC Capital Advisors | 1,006 | $349.8K | 0.11% | −58−5.5% | Reduced |
| Paul Damon & Associates, Inc. | 1,003 | $348.8K | 0.28% | +1,003 | New |
| Silicon Valley Capital Partners | 1,003 | $348.6K | 0.08% | −50−4.7% | Reduced |
| Kanen Wealth Management LLC | 1,000 | $347.7K | 0.18% | 00.0% | Unchanged |
| Select Asset Management & Trust | 997 | $347.0K | 0.42% | −16−1.6% | Reduced |
| Keudell/Morrison Wealth Management | 993 | $345.3K | 0.11% | −87−8.1% | Reduced |
| Gsa Capital Partners LLP | 992 | $345.0K | 0.04% | −1,620−62.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 988 | $343.6K | 0.08% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 987 | $343.0K | 0.03% | −15−1.5% | Reduced |
| Lazard Freres Gestion S.A.S. | 986 | $343.0K | 0.01% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 986 | $343.0K | 0.05% | +106+12.0% | Added |
| MSH Capital Advisors LLC | 986 | $342.9K | 0.15% | +62+6.7% | Added |
| Founders Financial Alliance, LLC | 984 | $342.2K | 0.16% | +255+35.0% | Added |
| Parsec Financial Management, Inc. | 982 | $341.3K | 0.02% | +6+0.6% | Added |
| Fortis Capital Advisors, LLC | 975 | $339.0K | 0.20% | +975 | New |
| Financial Engines Advisors L.L.C. | 973 | $338.4K | 0.00% | −55−5.4% | Reduced |
| New Republic Capital, LLC | 970 | $337.3K | 0.27% | +970 | New |
| Arlington Partners LLC | 967 | $336.3K | 0.05% | −250−20.5% | Reduced |
| Gemmer Asset Management LLC | 965 | $335.6K | 0.05% | −52−5.1% | Reduced |
| Oberweis Asset Management Inc | 965 | $335.5K | 0.07% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 964 | $335.3K | 0.11% | +205+27.0% | Added |
| Geneva Partners, LLC | 962 | $334.6K | 0.32% | −11−1.1% | Reduced |
| MBM Wealth Consultants, LLC | 962 | $334.0K | 0.16% | +150+18.5% | Added |
| Twinbeech Capital LP | 952 | $331.0K | 0.01% | −151,068−99.4% | Reduced |
| Campbell Wealth Management | 952 | $331.0K | 0.05% | −4−0.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 950 | $330.3K | 0.24% | +950 | New |
| Sargent Investment Group, LLC | 946 | $329.0K | 0.10% | +50+5.6% | Added |
| Naples Global Advisors, LLC | 944 | $328.3K | 0.04% | +43+4.8% | Added |
| Granite Harbor Advisors, Inc. | 944 | $328.3K | 0.33% | +944 | New |
| Waters Parkerson & Co., LLC | 942 | $328.0K | 0.02% | 00.0% | Unchanged |
| Heartland Bank & Trust Co | 943 | $327.9K | 0.24% | +943 | New |
| Strategy Asset Managers LLC | 941 | $327.0K | 0.08% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 940 | $326.9K | 0.21% | +1+0.1% | Added |
| Central Asset Investments & Management Holdings (HK) Ltd | 936 | $325.5K | 0.62% | +936 | New |
| Cassaday & Co Wealth Management LLC | 934 | $324.8K | 0.02% | +934 | New |
| Hexagon Capital Partners LLC | 930 | $323.4K | 0.09% | −16−1.7% | Reduced |
| Sage Private Wealth Group, LLC | 929 | $323.2K | 0.38% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 928 | $322.7K | 0.13% | +928 | New |
| Key Financial Inc | 1,134 | $322.4K | 0.15% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 925 | $321.6K | 0.13% | +925 | New |
| Crescent Grove Advisors, LLC | 924 | $321.3K | 0.03% | −3−0.3% | Reduced |
| Fairfield, Bush & Co. | 920 | $319.9K | 0.21% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 918 | $319.2K | 0.99% | 00.0% | Unchanged |
| Capital Advisors Inc | 910 | $316.5K | 0.01% | +36+4.1% | Added |
| Washington Trust Advisors, Inc. | 909 | $316.1K | 0.03% | −563−38.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 909 | $316.0K | 0.27% | +26+2.9% | Added |
| Kanawha Capital Management LLC | 909 | $316.0K | 0.03% | −27−2.9% | Reduced |
| Eads & Heald Wealth Management | 910 | $316.0K | 0.16% | −3−0.3% | Reduced |
| United Bank | 905 | $314.7K | 0.04% | −42−4.4% | Reduced |
| Baystate Wealth Management LLC | 902 | $314.0K | 0.03% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 902 | $313.7K | 0.05% | +68+8.2% | Added |
| Townsend Asset Management Corp | 902 | $313.6K | 0.16% | +902 | New |
| Intrinsic Value Partners, LLC | 900 | $313.0K | 0.43% | −446−33.1% | Reduced |
| Lipe & Dalton | 900 | $313.0K | 0.18% | 00.0% | Unchanged |
| Constitution Capital LLC | 900 | $313.0K | 0.19% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 900 | $313.0K | 0.26% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 895 | $311.2K | 0.04% | +895 | New |
| Financial Insights, Inc. | 891 | $309.8K | 0.15% | +891 | New |
| Coho Partners, Ltd. | 888 | $309.0K | 0.01% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 888 | $308.6K | 0.34% | −21−2.3% | Reduced |
| Atlas Wealth Partners, LLC | 820 | $308.0K | 1.90% | +820 | New |
| Tempus Wealth Planning, LLC | 884 | $307.4K | 0.19% | −505−36.4% | Reduced |
| Western Pacific Wealth Management, LP | 882 | $306.7K | 0.26% | +310+54.2% | Added |
| Verity Asset Management, Inc. | 881 | $306.4K | 0.26% | −693−44.0% | Reduced |
| Burns J W & Co Inc | 881 | $306.0K | 0.06% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 874 | $303.9K | 0.11% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 873 | $303.6K | 0.03% | −94−9.7% | Reduced |
| Luts & Greenleigh Group, Inc | 873 | $303.4K | 0.38% | +873 | New |
| GM Advisory Group, Inc. | 871 | $302.9K | 0.03% | 00.0% | Unchanged |
| Stonebridge Capital Advisors LLC | 871 | $302.9K | 0.04% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 869 | $302.0K | 0.00% | 00.0% | Unchanged |
| Parthenon LLC | 868 | $301.8K | 0.05% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 862 | $299.6K | 0.04% | +54+6.7% | Added |
| Heck Capital Advisors, LLC | 860 | $299.0K | 0.06% | 00.0% | Unchanged |
| Woodstock Corp | 859 | $298.7K | 0.04% | −45−5.0% | Reduced |
| FSM Wealth Advisors, LLC | 856 | $297.7K | 0.21% | +33+4.0% | Added |
| Guerra Pan Advisors, LLC | 854 | $297.0K | 0.41% | 00.0% | Unchanged |
| Titleist Asset Management, Ltd. | 848 | $294.8K | 0.07% | −205−19.5% | Reduced |
| Kathleen S. Wright Associates Inc. | 846 | $294.0K | 0.20% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 845 | $293.8K | 0.09% | +72+9.3% | Added |
| TFB Advisors LLC | 845 | $293.8K | 0.25% | +845 | New |
| Tiemann Investment Advisors, LLC | 842 | $292.8K | 0.17% | 00.0% | Unchanged |