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; 3,634 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Markets Trading UK LLP | 2,041 | $742.0K | 1.62% | −36−1.7% | Reduced |
| Shufro Rose & Co LLC | 2,050 | $744.9K | 0.07% | 00.0% | Unchanged |
| Alpha Family Trust | 2,050 | $745.0K | 0.59% | +30+1.5% | Added |
| Fifth Third Wealth Advisors LLC | 2,052 | $745.7K | 1.38% | +2,052 | New |
| First County Bank | 2,054 | $746.4K | 0.37% | −10.0% | Reduced |
| Waterfront Wealth Inc. | 2,055 | $746.8K | 0.24% | −29−1.4% | Reduced |
| Detalus Advisors, LLC | 2,057 | $747.4K | 0.36% | +8+0.4% | Added |
| Krane Funds Advisors LLC | 2,054 | $748.0K | 0.03% | +2,054 | New |
| Cahill Wealth Management, LLC | 2,061 | $749.0K | 0.55% | 00.0% | Unchanged |
| Boltwood Capital Management | 2,070 | $752.3K | 0.28% | +137+7.1% | Added |
| KC Investment Advisors, LLC | 2,076 | $754.0K | 0.71% | −229−9.9% | Reduced |
| Legacy Trust | 2,077 | $754.8K | 0.22% | −90−4.2% | Reduced |
| Strategic Investment Advisors | 2,083 | $756.8K | 0.14% | +258+14.1% | Added |
| Arvest Trust Co N A | 2,086 | $758.1K | 0.05% | +155+8.0% | Added |
| Arden Trust Co | 2,088 | $759.0K | 0.14% | −755−26.6% | Reduced |
| Jones Financial Companies LLLP | 2,090 | $759.5K | 0.00% | +332+18.9% | Added |
| Mendel Money Management | 2,096 | $761.7K | 0.41% | +92+4.6% | Added |
| Sandbox Financial Partners, LLC | 2,097 | $762.0K | 0.46% | −43−2.0% | Reduced |
| PSI Advisors, LLC | 2,099 | $762.8K | 0.37% | −10−0.5% | Reduced |
| Scissortail Wealth Management, LLC | 2,100 | $763.2K | 0.69% | −473−18.4% | Reduced |
| FRG Family Wealth Advisors LLC | 2,100 | $763.2K | 0.17% | −40−1.9% | Reduced |
| Atlas Brown,Inc. | 2,102 | $763.9K | 0.35% | 00.0% | Unchanged |
| Americana Partners, LLC | 2,108 | $766.1K | 0.12% | +286+15.7% | Added |
| First Capital Advisors Group, LLC. | 2,109 | $766.6K | 0.49% | −67−3.1% | Reduced |
| Howard Financial Services, Ltd. | 2,110 | $766.7K | 0.19% | +10+0.5% | Added |
| Halbert Hargrove Global Advisors, LLC | 2,111 | $767.3K | 0.05% | +47+2.3% | Added |
| FirstPurpose Wealth LLC | 2,112 | $767.5K | 0.38% | +99+4.9% | Added |
| Crescent Sterling, Ltd. | 2,113 | $767.9K | 0.75% | +330+18.5% | Added |
| Resources Management Corp | 29,000 | $773.0K | 0.15% | +26,503+1,061.4% | Added |
| Confluence Wealth Services, Inc. | 2,133 | $775.2K | 0.18% | +868+68.6% | Added |
| Mosaic Family Wealth Partners, LLC | 2,134 | $775.4K | 0.16% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 2,138 | $777.0K | 0.35% | +327+18.1% | Added |
| Disciplined Equity Management, Inc. | 2,143 | $778.8K | 0.66% | −11−0.5% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,144 | $779.2K | 0.30% | +136+6.8% | Added |
| EPG Wealth Management LLC | 2,149 | $781.0K | 0.25% | +848+65.2% | Added |
| Community Bank, N.A. | 2,150 | $781.3K | 0.11% | −25−1.1% | Reduced |
| Canal Capital Management, LLC | 2,155 | $783.0K | 0.17% | +51+2.4% | Added |
| Legacy Capital Group California, Inc. | 2,156 | $783.5K | 0.38% | +2,156 | New |
| Silver Oak Securities, Inc | 2,160 | $785.0K | 0.13% | −267−11.0% | Reduced |
| Green Square Capital Advisors LLC | 2,161 | $785.3K | 0.10% | −63−2.8% | Reduced |
| Family Legacy, Inc. | 2,162 | $785.8K | 0.34% | +10+0.5% | Added |
| Perennial Investment Advisors, LLC | 2,163 | $786.2K | 0.15% | +15+0.7% | Added |
| Texas Capital Bancshares Inc | 2,166 | $787.1K | 0.49% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 2,179 | $791.9K | 0.50% | −73−3.2% | Reduced |
| Convergence Investment Partners, LLC | 2,180 | $792.0K | 0.47% | −152−6.5% | Reduced |
| Marks Group Wealth Management, Inc | 2,184 | $793.7K | 0.10% | +71+3.4% | Added |
| Financial Architects, Inc | 2,190 | $796.0K | 0.13% | +33+1.5% | Added |
| Prio Wealth Limited Partnership | 2,191 | $796.2K | 0.03% | −75−3.3% | Reduced |
| Alta Advisers Ltd | 2,200 | $799.5K | 0.48% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 2,201 | $800.0K | 0.03% | −857−28.0% | Reduced |
| Redwood Investments, LLC | 2,208 | $802.4K | 0.10% | −16−0.7% | Reduced |
| Biltmore Family Office, LLC | 2,210 | $803.1K | 0.17% | −11−0.5% | Reduced |
| Aptus Capital Advisors, LLC | 2,211 | $803.3K | 0.02% | +131+6.3% | Added |
| Bessemer Securities LLC | 2,215 | $805.0K | 0.38% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2,218 | $806.2K | 0.37% | +138+6.6% | Added |
| Penobscot Wealth Management | 2,221 | $807.0K | 0.63% | −197−8.1% | Reduced |
| FFT Wealth Management LLC | 2,223 | $807.9K | 0.10% | +73+3.4% | Added |
| Winthrop Advisory Group LLC | 2,230 | $810.4K | 0.14% | −78−3.4% | Reduced |
| Green Harvest Asset Management LLC | 2,232 | $811.1K | 0.03% | −2−0.1% | Reduced |
| Great Valley Advisor Group, Inc. | 2,241 | $814.1K | 0.04% | −194−8.0% | Reduced |
| Prestige Wealth Management Group LLC | 2,251 | $818.0K | 0.21% | −978−30.3% | Reduced |
| Semus Wealth Partners LLC | 2,259 | $821.1K | 0.88% | −140−5.8% | Reduced |
| Great Diamond Partners, LLC | 2,265 | $823.1K | 0.24% | −14−0.6% | Reduced |
| Northstar Advisory Group, LLC | 2,267 | $823.9K | 0.62% | +563+33.0% | Added |
| Hollencrest Capital Management | 2,271 | $825.3K | 0.09% | +2,023+815.7% | Added |
| SevenBridge Financial Group, LLC | 2,286 | $830.8K | 0.23% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 2,289 | $831.8K | 0.59% | −20−0.9% | Reduced |
| Tributary Capital Management, LLC | 2,295 | $834.0K | 0.08% | −55−2.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,298 | $834.9K | 0.37% | −160−6.5% | Reduced |
| 3Chopt Investment Partners, LLC | 2,300 | $835.8K | 0.45% | +483+26.6% | Added |
| Brand Asset Management Group, Inc. | 2,301 | $836.2K | 0.42% | −300−11.5% | Reduced |
| Demars Financial Group, LLC | 2,301 | $836.3K | 0.46% | −73−3.1% | Reduced |
| Evanson Asset Management, LLC | 2,309 | $839.2K | 0.09% | 00.0% | Unchanged |
| First Western Trust Bank | 2,315 | $841.3K | 0.04% | +60+2.7% | Added |
| Caxton Associates LP | 2,321 | $843.5K | 0.13% | +2,321 | New |
| Deseret Mutual Benefit Administrators | 2,341 | $850.7K | 0.34% | +78+3.4% | Added |
| Virtus ETF Advisers LLC | 2,343 | $851.5K | 0.47% | −212−8.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,351 | $855.5K | 0.36% | −77−3.2% | Reduced |
| Journey Strategic Wealth LLC | 2,365 | $859.5K | 0.09% | −133−5.3% | Reduced |
| PAX Financial Group, LLC | 2,373 | $862.4K | 0.21% | −47−1.9% | Reduced |
| Jackson Hole Capital Partners, LLC | 2,379 | $864.6K | 0.23% | +1,180+98.4% | Added |
| Lavaca Capital LLC | 2,378 | $864.7K | 0.20% | +151+6.8% | Added |
| Provident Trust Co | 2,390 | $868.5K | 0.02% | 00.0% | Unchanged |
| Wealth Alliance Advisory Group, LLC | 2,391 | $868.8K | 0.33% | −537−18.3% | Reduced |
| Cambridge Trust Co | 2,392 | $869.3K | 0.04% | −126−5.0% | Reduced |
| TFC Financial Management | 2,395 | $870.4K | 0.22% | +11+0.5% | Added |
| Spirit of America Management Corp | 2,400 | $872.2K | 0.19% | −200−7.7% | Reduced |
| Legal Advantage Investments, Inc. | 2,400 | $872.2K | 0.64% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 2,400 | $872.3K | 0.09% | +158+7.0% | Added |
| River Street Advisors LLC | 2,406 | $874.4K | 0.86% | +31+1.3% | Added |
| Providence Wealth Advisors, LLC | 2,352 | $875.1K | 0.65% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,416 | $877.9K | 0.14% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,419 | $879.2K | 0.18% | +10.0% | Added |
| Regal Investment Advisors LLC | 2,420 | $879.5K | 0.08% | −78−3.1% | Reduced |
| NinePointTwo Capital | 2,429 | $882.0K | 0.33% | −49−2.0% | Reduced |
| Wolverine Trading, LLC | 2,461 | $884.0K | 0.03% | −17,933−87.9% | Reduced |
| Permit Capital, LLC | 2,435 | $884.9K | 0.33% | −271−10.0% | Reduced |
| Seascape Capital Management | 2,438 | $886.0K | 0.45% | −95−3.8% | Reduced |
| Invst, LLC | 2,374 | $887.1K | 0.14% | +32+1.4% | Added |
| Pointe Capital Management LLC | 2,446 | $888.9K | 0.65% | −232−8.7% | Reduced |