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Livermore
Livermore
ZHEN

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 13 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, Q1 2023

Institutional positions in Mastercard Inc as of Mar 31, 2023. 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
2,738
+80 vs. Q4 2022
Shares held
787.3M
+59.6M (+8.2%) vs. Q4 2022
Total value
$263.3B
+$10.4B (+4.1%) vs. Q4 2022
New holders
172
1,012 more added
Sold out
92
1,148 more reduced

57 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2023: 2,738 institutions
Q1 2021: 2,484 institutionsQ2 2021: 2,494 institutionsQ3 2021: 2,455 institutionsQ4 2021: 2,646 institutionsQ1 2022: 2,624 institutionsQ2 2022: 2,595 institutionsQ3 2022: 2,556 institutionsQ4 2022: 2,715 institutionsQ1 2023: 2,738 institutionsQ2 2023: 2,788 institutionsQ3 2023: 2,823 institutionsQ4 2023: 3,042 institutionsQ1 2024: 3,123 institutionsQ2 2024: 3,123 institutionsQ3 2024: 3,147 institutionsQ4 2024: 3,450 institutionsQ1 2025: 3,492 institutionsQ2 2025: 3,537 institutionsQ3 2025: 3,512 institutionsQ4 2025: 3,742 institutionsQ1 2026: 3,634 institutionsQ2 2026: 3,633 institutions
Value heldQ1 2023: $263.3B
Q1 2021: $265.3BQ2 2021: $270.2BQ3 2021: $255.2BQ4 2021: $264.8BQ1 2022: $262.5BQ2 2022: $231.2BQ3 2022: $207.8BQ4 2022: $253.3BQ1 2023: $263.3BQ2 2023: $282.6BQ3 2023: $283.0BQ4 2023: $305.0BQ1 2024: $343.5BQ2 2024: $314.8BQ3 2024: $351.6BQ4 2024: $422.8BQ1 2025: $438.3BQ2 2025: $448.2BQ3 2025: $445.2BQ4 2025: $450.8BQ1 2026: $383.8BQ2 2026: $396.2B
Institutions holding MA and their total value by quarter
QuarterHoldersValue
Q2 20263,633$396.2B
Q1 20263,634$383.8B
Q4 20253,742$450.8B
Q3 20253,512$445.2B
Q2 20253,537$448.2B
Q1 20253,492$438.3B
Q4 20243,450$422.8B
Q3 20243,147$351.6B
Q2 20243,123$314.8B
Q1 20243,123$343.5B
Q4 20233,042$305.0B
Q3 20232,823$283.0B
Q2 20232,788$282.6B
Q1 20232,738$263.3B
Q4 20222,715$253.3B
Q3 20222,556$207.8B
Q2 20222,595$231.2B
Q1 20222,624$262.5B
Q4 20212,646$264.8B
Q3 20212,455$255.2B
Q2 20212,494$270.2B
Q1 20212,484$265.3B

Institutions, Q1 2023

Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q4 2022.

Institutions holding MA in Q1 2023
InstitutionSharesValue% of portfolioChange in sharesAction
First Command Advisory Services, Inc.3$00.00%−17−85.0%Reduced
McClarren Financial Advisors, Inc.1$00.00%00.0%Unchanged
Summit Wealth Group, LLC81,404$00.00%+81,404New
Delos Wealth Advisors, LLC2$7270.00%−20−90.9%Reduced
PEAK6 Investments LLC3$1.23K0.00%00.0%Unchanged
25 LLC4$1.54K0.00%+4New
Koesten, Hirschmann & Crabtree, INC.5$1.82K0.00%+5New
Horan Securities, Inc.5$1.84K0.00%−10−66.7%Reduced
DecisionPoint Financial, LLC6$2.18K0.00%00.0%Unchanged
TD Capital Management LLC10$3.67K0.00%00.0%Unchanged
Westside Investment Management, Inc.11$4.00K0.00%00.0%Unchanged
Richelieu Gestion PLC15$5.00K0.00%−4,725−99.7%Reduced
Nalls Sherbakoff Group, LLC14$5.03K0.01%+14New
Tucker Asset Management LLC14$5.09K0.00%+14New
TCTC Holdings, LLC15$5.45K0.00%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.15$5.45K0.00%00.0%Unchanged
Macroview Investment Management LLC15$5.49K0.01%00.0%Unchanged
VitalStone Financial, LLC15$6.00K0.01%−16−51.6%Reduced
Longfellow Investment Management Co LLC18$6.54K0.00%00.0%Unchanged
Chesapeake Asset Management LLC19$6.90K0.01%+19New
Capstone Investment Advisors, LLC19$6.91K0.00%−13,796−99.9%Reduced
JDM Financial Group LLC20$7.33K0.01%00.0%Unchanged
Financial Avengers, Inc.20$7.36K0.01%00.0%Unchanged
Morgan Dempsey Capital Management LLC21$7.63K0.00%00.0%Unchanged
PayPay Securities Corp22$8.00K0.53%−11−33.3%Reduced
Sit Investment Associates Inc22$8.00K0.00%00.0%Unchanged
USA Financial Portformulas Corp23$8.36K0.01%+23New
Atlas Capital Advisors LLC25$9.09K0.00%00.0%Unchanged
Live Oak Investment Partners–$9.45K0.01%––
Highline Wealth Partners LLC28$10.2K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$10.2K0.00%00.0%Unchanged
Sofos Investments, Inc.363$10.5K0.46%+15+4.3%Added
PrairieView Partners, LLC32$11.0K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC31$11.2K0.01%00.0%Unchanged
Truvestments Capital LLC31$11.3K0.01%−47−60.3%Reduced
NewSquare Capital LLC32$11.6K0.00%+32New
Tfo-TDC, LLC33$12.0K0.00%+31+1,550.0%Added
Studio Investment Management LLC35$12.7K0.00%00.0%Unchanged
Carolina Wealth Advisors, LLC37$13.4K0.01%00.0%Unchanged
TSFG, LLC38$14.0K0.01%−5−11.6%Reduced
Garda Capital Partners LP40$14.5K0.01%+40New
Princeton Global Asset Management LLC44$16.0K0.00%00.0%Unchanged
Robbins Farley LLC44$16.0K0.01%00.0%Unchanged
Hoese & Co LLP50$17.8K0.02%00.0%Unchanged
Lowe Wealth Advisors, LLC50$18.2K0.01%00.0%Unchanged
Essex Investment Management Co LLC50$18.2K0.00%00.0%Unchanged
Raleigh Capital Management Inc.51$18.5K0.01%+51New
Kozak & Associates, Inc.52$18.7K0.01%00.0%Unchanged
Aspire Private Capital, LLC52$18.9K0.01%00.0%Unchanged
Belmont Capital, LLC52$18.9K0.02%+25+92.6%Added
Stuart Chaussee & Associates, Inc.53$19.3K0.01%00.0%Unchanged
Ahrens Investment Partners LLC53$19.3K0.01%+53New
Avion Wealth62$21.0K0.01%−96−60.8%Reduced
Financial Freedom, LLC58$21.1K0.02%00.0%Unchanged
Disciplined Investments, LLC58$21.1K0.01%+2+3.6%Added
Parallax Volatility Advisers, L.P.60$21.8K0.00%+60New
Stephens Consulting, LLC69$25.1K0.02%00.0%Unchanged
Mach-1 Financial Group, Inc.70$25.4K0.16%−584−89.3%Reduced
Strategic Investment Solutions, Inc.70$25.4K0.00%+70New
Financial Connections Group, Inc.74$26.0K0.02%00.0%Unchanged
Riggs Asset Managment Co. Inc.73$26.5K0.01%00.0%Unchanged
Graham Capital Wealth Management, LLC74$26.9K0.04%+74New
Delta Asset Management LLC76$27.6K0.00%00.0%Unchanged
Birch Capital Management, LLC77$27.9K0.02%00.0%Unchanged
First Personal Financial Services78$28.3K0.01%−8−9.3%Reduced
Granite FO LLC76$28.9K0.02%00.0%Unchanged
Coston, McIsaac & Partners80$29.0K0.01%00.0%Unchanged
Clearview Wealth Advisors LLC80$29.1K0.03%+1+1.3%Added
Creative Capital Management Investments LLC82$29.8K0.02%+82New
Ulland Investment Advisors, LLC82$30.0K0.04%00.0%Unchanged
Focused Wealth Management, Inc83$30.0K0.01%−2−2.4%Reduced
Financial Synergies Wealth Advisors, Inc.85$30.8K0.00%+3+3.7%Added
Sittner & Nelson, LLC87$31.6K0.02%00.0%Unchanged
Grayhawk Investment Strategies Inc.65$32.0K0.02%−6,411−99.0%Reduced
SJS Investment Consulting Inc.90$32.7K0.01%+9+11.1%Added
Taikang Asset Management (Hong Kong) Co Ltd12,050$34.4K0.79%+40+0.3%Added
AlphaMark Advisors, LLC98$36.0K0.02%00.0%Unchanged
Rocky Mountain Advisers, LLC98$36.0K0.02%00.0%Unchanged
JCIC Asset Management Inc.100$36.3K0.02%00.0%Unchanged
Legend Financial Advisors, Inc.100$36.3K0.03%00.0%Unchanged
AllSquare Wealth Management LLC103$37.4K0.02%00.0%Unchanged
Coastal Capital Group, Inc.106$38.5K0.01%00.0%Unchanged
Investors Research Corp107$38.9K0.01%00.0%Unchanged
Quarry LP110$40.0K0.02%+110New
RFP Financial Group LLC112$40.7K0.05%00.0%Unchanged
Ruedi Wealth Management, Inc.117$42.5K0.03%00.0%Unchanged
Ten Capital Wealth Advisors, LLC120$43.6K0.01%+113+1,614.3%Added
Grey Fox Wealth Advisors, LLC125$45.4K0.03%+8+6.8%Added
First Community Trust NA127$46.2K0.05%00.0%Unchanged
WFA Asset Management Corp127$46.2K0.03%00.0%Unchanged
Hoey Investments, Inc128$46.5K0.02%−28−17.9%Reduced
ZRC Wealth Management, LLC131$47.6K0.04%+131New
Retirement Group, LLC132$48.0K0.02%+12+10.0%Added
Schubert & Co136$49.4K0.04%+2+1.5%Added
Global Wealth Strategies & Associates137$49.8K0.03%+65+90.3%Added
Wellington Shields & Co., LLC140$50.9K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC140$50.9K0.01%00.0%Unchanged
Front Row Advisors LLC139$51.0K0.02%+12+9.4%Added
Clear Perspectives Financial Planning, LLC150$54.5K0.03%00.0%Unchanged
Estabrook Capital Management153$55.6K0.01%00.0%Unchanged