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 |
|---|---|---|---|---|---|
| Independent Solutions Wealth Management, LLC | 3,080 | $1.12M | 0.33% | −624−16.8% | Reduced |
| Venturi Wealth Management, LLC | 3,086 | $1.12M | 0.09% | −17−0.5% | Reduced |
| Forza Wealth Management, LLC | 3,090 | $1.12M | 0.58% | +1,200+63.5% | Added |
| Wedgewood Investors Inc | 3,095 | $1.12M | 1.47% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 3,126 | $1.13M | 0.68% | +2,752+735.8% | Added |
| Ratan Capital Management LP | 3,100 | $1.13M | 3.05% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 3,106 | $1.13M | 0.23% | +100+3.3% | Added |
| Bridgefront Capital, LLC | 3,112 | $1.13M | 0.69% | +3,112 | New |
| First National Trust Co | 3,116 | $1.13M | 0.06% | +219+7.6% | Added |
| Marcum Wealth, LLC | 3,119 | $1.13M | 0.14% | +41+1.3% | Added |
| Intellectus Partners, LLC | 3,127 | $1.14M | 0.36% | −10.0% | Reduced |
| Omnia Family Wealth, LLC | 3,137 | $1.14M | 0.88% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 3,145 | $1.14M | 0.11% | +3,145 | New |
| Quent Capital, LLC | 3,157 | $1.14M | 0.20% | +214+7.3% | Added |
| Relyea Zuckerberg Hanson LLC | 3,154 | $1.15M | 0.28% | +135+4.5% | Added |
| Delta Investment Management, LLC | 3,160 | $1.15M | 0.33% | −182−5.4% | Reduced |
| Founders Financial Securities LLC | 3,164 | $1.15M | 0.17% | +698+28.3% | Added |
| Private Capital Management LLC | 3,166 | $1.15M | 0.34% | +247+8.5% | Added |
| Doliver Advisors, LP | 3,171 | $1.15M | 0.36% | −630−16.6% | Reduced |
| Waratah Capital Advisors Ltd. | 3,178 | $1.15M | 0.06% | −8,672−73.2% | Reduced |
| StoneX Group Inc. | 3,178 | $1.15M | 0.13% | +525+19.8% | Added |
| Nations Financial Group Inc, | 3,190 | $1.16M | 0.12% | −118−3.6% | Reduced |
| Value Partners Investments Inc. | 3,208 | $1.16M | 0.10% | +67+2.1% | Added |
| Compton Wealth Advisory Group, LLC | 3,211 | $1.17M | 0.40% | +143+4.7% | Added |
| Forum Financial Management, LP | 3,217 | $1.17M | 0.03% | −306−8.7% | Reduced |
| BFT Financial Group, LLC | 3,222 | $1.17M | 0.17% | +3,222 | New |
| Trust Investment Advisors | 3,232 | $1.17M | 1.05% | −35−1.1% | Reduced |
| Accurate Wealth Management, LLC | 3,274 | $1.18M | 0.41% | +144+4.6% | Added |
| World Equity Group, Inc. | 111,842 | $1.18M | 0.20% | +107,197+2,307.8% | Added |
| Middleton & Co Inc | 3,253 | $1.18M | 0.17% | +16+0.5% | Added |
| First National Bank Sioux Falls | 3,253 | $1.18M | 0.82% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,268 | $1.19M | 0.17% | +172+5.6% | Added |
| SlateStone Wealth, LLC | 3,270 | $1.19M | 0.25% | −20−0.6% | Reduced |
| RSM US Wealth Management LLC | 3,273 | $1.19M | 0.04% | +1,892+137.0% | Added |
| Copperwynd Financial, LLC | 3,291 | $1.20M | 0.61% | +48+1.5% | Added |
| Nikulski Financial, Inc. | 3,291 | $1.20M | 0.53% | +205+6.6% | Added |
| Redwood Investment Management, LLC | 3,299 | $1.20M | 0.13% | +957+40.9% | Added |
| Herbst Group, LLC | 3,300 | $1.20M | 0.85% | 00.0% | Unchanged |
| Heron Financial Group, LLC | 3,303 | $1.20M | 0.66% | +79+2.5% | Added |
| Money Concepts Capital Corp | 3,306 | $1.20M | 0.07% | −171−4.9% | Reduced |
| Zions Bancorporation, N.A. | 3,318 | $1.21M | 0.10% | −753−18.5% | Reduced |
| Archer Investment Corp | 3,409 | $1.21M | 0.45% | +27+0.8% | Added |
| Buckhead Capital Management LLC | 3,330 | $1.21M | 0.28% | −75−2.2% | Reduced |
| Bray Capital Advisors | 3,334 | $1.21M | 0.35% | −28−0.8% | Reduced |
| Virtue Capital Management, LLC | 3,305 | $1.21M | 0.20% | −500−13.1% | Reduced |
| Legacy Financial Advisors, Inc. | 3,336 | $1.21M | 0.25% | +292+9.6% | Added |
| Kistler-Tiffany Companies, LLC | 3,338 | $1.21M | 0.23% | −163−4.7% | Reduced |
| Sompo Asset Management Co., Ltd. | 3,340 | $1.21M | 0.26% | +1,590+90.9% | Added |
| Keel Point, LLC | 3,362 | $1.22M | 0.18% | +137+4.2% | Added |
| Whitener Capital Management, Inc. | 3,365 | $1.22M | 0.51% | 00.0% | Unchanged |
| Beaumont Financial Advisors, LLC | 3,375 | $1.23M | 0.12% | +34+1.0% | Added |
| Steinberg Asset Management LLC | 3,376 | $1.23M | 1.24% | −32−0.9% | Reduced |
| PDS Planning, Inc | 3,376 | $1.23M | 0.17% | +1,102+48.5% | Added |
| Scharf Investments, LLC | 3,377 | $1.23M | 0.04% | −50−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 3,394 | $1.23M | 0.16% | −207−5.7% | Reduced |
| 4J Wealth Management LLC | 3,417 | $1.24M | 1.33% | −330−8.8% | Reduced |
| Insigneo Advisory Services, LLC | 3,420 | $1.24M | 0.40% | +10.0% | Added |
| J.W. Cole Advisors, Inc. | 3,424 | $1.24M | 0.09% | +203+6.3% | Added |
| Cantor Fitzgerald, L. P. | 3,427 | $1.25M | 0.03% | +2,732+393.1% | Added |
| Brandywine Oak Private Wealth LLC | 3,434 | $1.25M | 0.15% | −60−1.7% | Reduced |
| Strategic Blueprint, LLC | 3,437 | $1.25M | 0.13% | +48+1.4% | Added |
| Wealthsource Partners, LLC | 3,441 | $1.25M | 0.08% | −67−1.9% | Reduced |
| CVA Family Office, LLC | 3,452 | $1.25M | 0.28% | +134+4.0% | Added |
| Curated Wealth Partners LLC | 3,471 | $1.26M | 0.28% | 00.0% | Unchanged |
| Aspiriant, LLC | 3,481 | $1.26M | 0.07% | −232−6.2% | Reduced |
| Naviter Wealth, LLC | 3,495 | $1.27M | 0.44% | +152+4.5% | Added |
| Acrisure Capital Management, LLC | 3,505 | $1.27M | 1.29% | +466+15.3% | Added |
| Roof Eidam & Maycock | 3,510 | $1.28M | 0.47% | +3,510 | New |
| Altman Advisors, Inc. | 3,788 | $1.28M | 1.17% | +63+1.7% | Added |
| Cahill Financial Advisors Inc | 3,526 | $1.28M | 0.23% | −491−12.2% | Reduced |
| M&R Capital Management Inc | 3,530 | $1.28M | 0.36% | +195+5.8% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,572 | $1.28M | 0.34% | +20+0.6% | Added |
| Geller Advisors LLC | 3,551 | $1.29M | 0.19% | +362+11.4% | Added |
| Israel Discount Bank of New York | 3,557 | $1.29M | 0.97% | −259−6.8% | Reduced |
| Essex Savings Bank | 3,559 | $1.29M | 0.45% | −134−3.6% | Reduced |
| Paragon Advisors, LLC | 3,562 | $1.29M | 0.44% | −2,483−41.1% | Reduced |
| Winch Advisory Services, LLC | 3,561 | $1.29M | 0.50% | −165−4.4% | Reduced |
| David Loasby | 3,582 | $1.29M | 0.15% | +992+38.3% | Added |
| Woodmont Investment Counsel LLC | 3,570 | $1.30M | 0.14% | +155+4.5% | Added |
| RMR Wealth Builders | 3,576 | $1.30M | 0.25% | +923+34.8% | Added |
| Aua Capital Management, LLC | 3,614 | $1.31M | 0.89% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 3,633 | $1.32M | 0.90% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,635 | $1.32M | 0.52% | −5−0.1% | Reduced |
| Cross Staff Investments Inc | 3,650 | $1.33M | 1.31% | +23+0.6% | Added |
| Rice Partnership, LLC | 3,650 | $1.33M | 0.40% | −137−3.6% | Reduced |
| Mayflower Financial Advisors, LLC | 3,660 | $1.33M | 0.17% | +83+2.3% | Added |
| Atlantic Trust, LLC | 3,664 | $1.33M | 0.42% | +40+1.1% | Added |
| Thrive Wealth Management, LLC | 3,670 | $1.33M | 0.34% | +403+12.3% | Added |
| SkyView Investment Advisors, LLC | 3,688 | $1.34M | 0.31% | −23−0.6% | Reduced |
| Audent Global Asset Management, LLC | 3,688 | $1.34M | 1.88% | −21−0.6% | Reduced |
| Marshall Financial Group LLC | 3,690 | $1.34M | 0.48% | −782−17.5% | Reduced |
| Borer Denton & Associates, Inc. | 3,700 | $1.34M | 0.56% | +95+2.6% | Added |
| First National Advisers, LLC | 3,702 | $1.34M | 1.53% | +108+3.0% | Added |
| HF Advisory Group, LLC | 3,713 | $1.35M | 1.20% | −175−4.5% | Reduced |
| Kendall Capital Management | 3,715 | $1.35M | 0.65% | −50−1.3% | Reduced |
| Trust Co | 3,723 | $1.35M | 0.21% | +16+0.4% | Added |
| Commerzbank Aktiengesellschaft | 3,739 | $1.36M | 0.07% | −734−16.4% | Reduced |
| Cito Capital Group, LLC | 3,750 | $1.36M | 0.68% | +40+1.1% | Added |
| Burns Matteson Capital Management, LLC | 3,774 | $1.37M | 0.87% | +63+1.7% | Added |
| Guardian Wealth Management, Inc. | 3,791 | $1.38M | 1.33% | +139+3.8% | Added |