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 10 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 |
|---|---|---|---|---|---|
| Millennium Capital Advisors, LLC | 841 | $292.5K | 0.30% | −50−5.6% | Reduced |
| Founders Capital Management | 840 | $292.0K | 0.22% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 839 | $291.7K | 0.12% | +839 | New |
| MGO Private Wealth, LLC | 838 | $291.4K | 0.13% | 00.0% | Unchanged |
| Kaydan Wealth Management, Inc. | 838 | $291.4K | 0.12% | +17+2.1% | Added |
| Lodestone Wealth Management LLC | 838 | $291.2K | 0.23% | +838 | New |
| Canvas Wealth Advisors, LLC | 789 | $291.1K | 0.12% | +789 | New |
| Full Sail Capital, LLC | 835 | $290.4K | 0.03% | +3+0.4% | Added |
| Motive Wealth Advisors | 834 | $290.0K | 0.22% | +834 | New |
| Goodman Advisory Group, LLC | 835 | $290.0K | 0.17% | −24−2.8% | Reduced |
| DT Investment Partners, LLC | 831 | $289.0K | 0.04% | 00.0% | Unchanged |
| Single Point Partners, LLC | 828 | $288.0K | 0.07% | −116−12.3% | Reduced |
| Abundance Wealth Counselors | 829 | $288.0K | 0.08% | +66+8.7% | Added |
| Farther Finance Advisors, LLC | 828 | $287.9K | 0.11% | +828 | New |
| FinTrust Capital Advisors, LLC | 826 | $287.2K | 0.07% | −240−22.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 823 | $287.0K | 0.04% | +199+31.9% | Added |
| Joel Isaacson & Co., LLC | 823 | $286.1K | 0.02% | +35+4.4% | Added |
| Financial Council Asset Management Inc | 822 | $285.8K | 0.18% | −17−2.0% | Reduced |
| Navalign, LLC | 822 | $285.8K | 0.12% | 00.0% | Unchanged |
| Woodward Diversified Capital, LLC | 822 | $285.8K | 0.23% | −1−0.1% | Reduced |
| Oldfather Financial Services, LLC | 820 | $285.1K | 0.16% | −700−46.1% | Reduced |
| True North Advisors, LLC | 820 | $285.1K | 0.10% | +5+0.6% | Added |
| FSB Premier Wealth Management, Inc. | 818 | $284.4K | 0.16% | −422−34.0% | Reduced |
| Hamel Associates, Inc. | 815 | $283.4K | 0.10% | −35−4.1% | Reduced |
| Lockerman Financial Group, Inc. | 815 | $283.4K | 0.83% | +815 | New |
| Noesis Capital Mangement Corp | 813 | $283.0K | 0.08% | +24+3.0% | Added |
| Tamar Securities, LLC | 812 | $282.4K | 0.09% | −4−0.5% | Reduced |
| Wharton Business Group, LLC | 811 | $282.0K | 0.02% | 00.0% | Unchanged |
| Montis Financial, LLC | 810 | $281.7K | 0.24% | −8−1.0% | Reduced |
| Hyperion Partners, LLC | 810 | $281.7K | 0.27% | +810 | New |
| Acorn Financial Advisory Services Inc | 807 | $280.8K | 0.06% | +1+0.1% | Added |
| Trellis Advisors, LLC | 807 | $280.6K | 0.15% | +56+7.5% | Added |
| Mountain Pacific Investment Advisers Inc | 806 | $280.3K | 0.02% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 802 | $279.0K | 0.27% | −55−6.4% | Reduced |
| Orgel Wealth Management, LLC | 801 | $278.5K | 0.01% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 742 | $278.2K | 0.25% | +742 | New |
| Tufton Capital Management | 800 | $278.2K | 0.06% | 00.0% | Unchanged |
| Triad Financial Advisors, Inc. | 798 | $277.5K | 0.12% | +17+2.2% | Added |
| Pinnacle Bancorp, Inc. | 796 | $277.0K | 0.11% | +48+6.4% | Added |
| Willner & Heller, LLC | 790 | $274.6K | 0.39% | −24−2.9% | Reduced |
| Quantbot Technologies LP | 789 | $274.4K | 0.02% | −25,165−97.0% | Reduced |
| Chemung Canal Trust Co | 789 | $274.0K | 0.06% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 786 | $273.4K | 0.03% | +81+11.5% | Added |
| Annex Advisory Services, LLC | 785 | $273.1K | 0.02% | +48+6.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 785 | $273.0K | 0.16% | −300−27.6% | Reduced |
| Cable Hill Partners, LLC | 785 | $273.0K | 0.05% | +785 | New |
| Zhang Financial LLC | 783 | $272.3K | 0.03% | +49+6.7% | Added |
| City State Bank | 782 | $272.0K | 0.17% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 782 | $271.9K | 0.03% | +782 | New |
| Asset Allocation & Management Company, LLC | 780 | $271.0K | 0.10% | +780 | New |
| DSC Advisors, L.P. | 779 | $270.9K | 0.62% | −2,870−78.7% | Reduced |
| Highview Capital Management LLC | 776 | $269.8K | 0.16% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 775 | $269.5K | 0.21% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 774 | $269.1K | 0.08% | 00.0% | Unchanged |
| Virtus Investment Advisers, Inc. | 773 | $268.8K | 0.18% | +635+460.1% | Added |
| Greatmark Investment Partners, Inc. | 769 | $267.4K | 0.05% | 00.0% | Unchanged |
| Drake & Associates, LLC | 767 | $266.7K | 0.14% | +7+0.9% | Added |
| DHJJ Financial Advisors, Ltd. | 765 | $266.0K | 0.15% | −5−0.6% | Reduced |
| IFG Advisory, LLC | 765 | $266.0K | 0.03% | −334−30.4% | Reduced |
| Denver Wealth Management, Inc. | 762 | $265.0K | 0.20% | −6−0.8% | Reduced |
| Running Point Capital Advisors, LLC | 762 | $265.0K | 0.16% | −17−2.2% | Reduced |
| Benin Management CORP | 760 | $264.3K | 0.11% | 00.0% | Unchanged |
| F/M Investments LLC | 760 | $264.3K | 0.32% | +760 | New |
| Adirondack Trust Co | 760 | $264.3K | 0.14% | +6+0.8% | Added |
| Outlook Wealth Advisors, LLC | 756 | $262.9K | 0.12% | 00.0% | Unchanged |
| Elgethun Capital Management | 755 | $262.6K | 0.09% | 00.0% | Unchanged |
| Rollins Financial | 753 | $261.8K | 0.10% | +753 | New |
| GDS Wealth Management | 752 | $261.5K | 0.05% | +752 | New |
| Pure Financial Advisors, Inc. | 751 | $261.1K | 0.01% | +751 | New |
| Centennial Bank | 750 | $260.8K | 0.15% | +750 | New |
| First Financial Corp | 750 | $260.8K | 0.16% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 746 | $259.0K | 0.02% | −382−33.9% | Reduced |
| Dark Forest Capital Management LP | 743 | $258.4K | 0.06% | +743 | New |
| Genesee Capital Advisors, LLC | 742 | $258.1K | 0.19% | −28−3.6% | Reduced |
| Madden Securities Corp | 742 | $258.0K | 0.14% | +742 | New |
| Clarity Financial LLC | 742 | $258.0K | 0.05% | +742 | New |
| Householder Group Estate & Retirement Specialist, LLC | 740 | $257.0K | 0.38% | −33−4.3% | Reduced |
| KLCM Advisors, Inc. | 739 | $257.0K | 0.05% | +24+3.4% | Added |
| Castle Rock Wealth Management, LLC | 680 | $256.5K | 0.11% | +680 | New |
| Mairs & Power Inc | 735 | $255.6K | 0.00% | −1,000−57.6% | Reduced |
| Covey Capital Advisors, LLC | 735 | $255.6K | 0.42% | 00.0% | Unchanged |
| Matrix Private Capital Group LLC | 733 | $254.9K | 0.17% | −51−6.5% | Reduced |
| Manchester Financial Inc | 732 | $254.6K | 0.07% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 731 | $254.2K | 0.17% | +731 | New |
| PBMares Wealth Management LLC | 727 | $252.9K | 0.10% | 00.0% | Unchanged |
| First National Bank | 724 | $251.8K | 0.21% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 724 | $251.8K | 0.20% | +724 | New |
| Wellspring Financial Advisors, LLC | 722 | $250.9K | 0.08% | +722 | New |
| JNBA Financial Advisors | 721 | $250.7K | 0.03% | −13−1.8% | Reduced |
| Belvedere Trading LLC | 721 | $250.7K | 0.14% | +721 | New |
| Dominguez Wealth Management Solutions, Inc. | 719 | $250.0K | 0.25% | +719 | New |
| Chicago Wealth Management, Inc. | 719 | $250.0K | 0.22% | −30−4.0% | Reduced |
| Austin Private Wealth, LLC | 719 | $249.9K | 0.04% | 00.0% | Unchanged |
| Hendley & Co Inc | 715 | $249.0K | 0.11% | +715 | New |
| Xcel Wealth Management, LLC | 714 | $248.3K | 0.10% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 714 | $248.0K | 0.12% | +714 | New |
| Tower Bridge Advisors | 713 | $247.9K | 0.02% | −333−31.8% | Reduced |
| Larson Financial Group LLC | 711 | $247.2K | 0.03% | +551+344.4% | Added |
| Sigma Investment Counselors Inc | 710 | $246.9K | 0.02% | +710 | New |
| Ballast, Inc. | 705 | $245.2K | 0.11% | −40−5.4% | Reduced |