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 |
|---|---|---|---|---|---|
| Cornerstone Wealth Group, LLC | 3,794 | $1.38M | 0.25% | +35+0.9% | Added |
| VeraBank, N.A. | 3,801 | $1.38M | 0.64% | −623−14.1% | Reduced |
| Mechanics Bank Trust Department | 3,805 | $1.38M | 0.23% | −81−2.1% | Reduced |
| YHB Investment Advisors, Inc. | 3,809 | $1.38M | 0.14% | +41+1.1% | Added |
| Amussen Hunsaker Associates LLC | 3,819 | $1.39M | 0.35% | +2+0.1% | Added |
| Formidable Asset Management, LLC | 3,789 | $1.39M | 0.29% | 00.0% | Unchanged |
| Focus Financial Network, Inc. | 3,835 | $1.39M | 0.09% | −391−9.3% | Reduced |
| Sweet Financial Partners, LLC | 3,850 | $1.40M | 0.39% | +837+27.8% | Added |
| Richwood Investment Advisors, LLC | 3,850 | $1.40M | 1.40% | +16+0.4% | Added |
| CBOE Vest Financial, LLC | 3,860 | $1.40M | 0.19% | +2,763+251.9% | Added |
| Segment Wealth Management, LLC | 3,872 | $1.41M | 0.16% | −5−0.1% | Reduced |
| Crescent Park Management, L.P. | 3,873 | $1.41M | 0.46% | +127+3.4% | Added |
| Davis R M Inc | 3,876 | $1.41M | 0.04% | −18−0.5% | Reduced |
| MainStreet Investment Advisors LLC | 3,880 | $1.41M | 0.16% | −476−10.9% | Reduced |
| Prossimo Advisors, LLC | 3,885 | $1.41M | 3.45% | −44−1.1% | Reduced |
| AdvisorNet Financial, Inc | 3,895 | $1.42M | 0.13% | +88+2.3% | Added |
| NVWM, LLC | 3,900 | $1.42M | 0.48% | −122−3.0% | Reduced |
| Pallas Capital Advisors LLC | 3,801 | $1.42M | 0.13% | +441+13.1% | Added |
| First Heartland Consultants, Inc. | 3,919 | $1.42M | 0.21% | +187+5.0% | Added |
| Rosenbaum Jay D. | 3,921 | $1.42M | 2.62% | +244+6.6% | Added |
| BNC Wealth Management, LLC | 3,923 | $1.43M | 0.80% | +74+1.9% | Added |
| Lindbrook Capital, LLC | 3,929 | $1.43M | 0.17% | +471+13.6% | Added |
| Transatlantique Private Wealth LLC | 3,970 | $1.43M | 0.79% | −75−1.9% | Reduced |
| Brown Shipley& Co Ltd | 3,930 | $1.43M | 0.92% | +3,930 | New |
| Trifecta Capital Advisors, LLC | 3,938 | $1.43M | 0.50% | −5−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,968 | $1.44M | 0.05% | −86−2.1% | Reduced |
| Simon Quick Advisors, LLC | 4,013 | $1.46M | 0.16% | +1,661+70.6% | Added |
| Axxcess Wealth Management, LLC | 4,018 | $1.46M | 0.12% | −258−6.0% | Reduced |
| Fidelis Capital Partners, LLC | 3,797 | $1.46M | 0.62% | +1,884+98.5% | Added |
| Morse Asset Management, Inc | 4,039 | $1.47M | 0.50% | +1,223+43.4% | Added |
| Sendero Wealth Management, LLC | 4,040 | $1.47M | 0.45% | +330+8.9% | Added |
| Strong Tower Advisory Services | 4,045 | $1.47M | 0.77% | +3+0.1% | Added |
| Stonebridge Financial Planning Group, LLC | 4,061 | $1.48M | 0.95% | −114−2.7% | Reduced |
| Great Lakes Retirement, Inc. | 4,074 | $1.48M | 0.28% | +1,207+42.1% | Added |
| HMS Capital Management, LLC | 4,077 | $1.48M | 0.93% | −515−11.2% | Reduced |
| SG Americas Securities, LLC | 4,096 | $1.49M | 0.02% | −1,251−23.4% | Reduced |
| Burney Co | 4,098 | $1.49M | 0.07% | −254−5.8% | Reduced |
| Insight Holdings Group, LLC | 4,100 | $1.49M | 0.03% | −14,900−78.4% | Reduced |
| Mystic Asset Management, Inc. | 4,105 | $1.49M | 0.82% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 4,109 | $1.49M | 0.40% | −70−1.7% | Reduced |
| Bard Financial Services, Inc. | 4,120 | $1.50M | 0.12% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 4,120 | $1.50M | 0.96% | +40+1.0% | Added |
| CIC Wealth, LLC | 4,123 | $1.50M | 0.56% | −154−3.6% | Reduced |
| Arbor Capital Management Inc | 4,172 | $1.50M | 1.22% | +110+2.7% | Added |
| Violich Capital Management, Inc. | 4,150 | $1.51M | 0.26% | 00.0% | Unchanged |
| Sierra Capital LLC | 4,151 | $1.51M | 0.24% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 4,153 | $1.51M | 0.51% | +11+0.3% | Added |
| Transcend Wealth Collective, LLC | 4,166 | $1.51M | 0.16% | +136+3.4% | Added |
| Stokes Family Office, LLC | 4,168 | $1.51M | 0.19% | +815+24.3% | Added |
| Liberty Capital Management, Inc. | 4,169 | $1.52M | 0.50% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 4,173 | $1.52M | 0.62% | −1,572−27.4% | Reduced |
| Angeles Wealth Management, LLC | 4,175 | $1.52M | 0.23% | +1,344+47.5% | Added |
| Delta Financial Group, Inc. | 4,180 | $1.52M | 0.60% | +20.0% | Added |
| Cape Investment Advisory, Inc. | 4,184 | $1.52M | 0.93% | +4,184 | New |
| Intelligent Financial Strategies | 4,201 | $1.53M | 1.20% | −94−2.2% | Reduced |
| Chatham Capital Group, Inc. | 4,202 | $1.53M | 0.34% | +285+7.3% | Added |
| WT Wealth Management | 4,206 | $1.53M | 0.66% | −1,341−24.2% | Reduced |
| Emfo, LLC | 4,209 | $1.53M | 1.45% | +400+10.5% | Added |
| Essex Financial Services, Inc. | 4,228 | $1.54M | 0.16% | +12+0.3% | Added |
| Visionary Wealth Advisors | 4,232 | $1.54M | 0.13% | +224+5.6% | Added |
| Amica Retiree Medical Trust | 4,236 | $1.54M | 1.63% | +586+16.1% | Added |
| Charles Schwab Trust Co | 4,253 | $1.55M | 0.19% | +30+0.7% | Added |
| Bienville Capital Management, LLC | 4,254 | $1.55M | 0.61% | 00.0% | Unchanged |
| SeaBridge Investment Advisors LLC | 4,261 | $1.55M | 0.54% | +91+2.2% | Added |
| Patron Partners Advisors, LLC | 4,297 | $1.56M | 1.15% | −94−2.1% | Reduced |
| Eisler Capital (US) LLC | 4,300 | $1.56M | 0.79% | −4,200−49.4% | Reduced |
| James J. Burns & Company, LLC | 4,300 | $1.56M | 0.40% | +3,250+309.5% | Added |
| Cutler Group LP | 4,306 | $1.56M | 0.25% | −369−7.9% | Reduced |
| NorthRock Partners, LLC | 4,304 | $1.56M | 0.17% | −907−17.4% | Reduced |
| Barden Capital Management, Inc. | 4,307 | $1.57M | 1.50% | +16+0.4% | Added |
| Wallace Advisory Group, LLC | 4,309 | $1.57M | 1.19% | −104−2.4% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,335 | $1.58M | 0.18% | −144−3.2% | Reduced |
| Tilt Investment Management Holdings, PBC | 4,452 | $1.58M | 1.17% | +576+14.9% | Added |
| Alapocas Investment Partners, Inc. | 4,358 | $1.58M | 1.31% | −17−0.4% | Reduced |
| CWA Asset Management Group, LLC | 4,363 | $1.59M | 0.12% | −10.0% | Reduced |
| Gordian Capital Singapore Pte Ltd | 4,368 | $1.59M | 2.69% | −2,296−34.5% | Reduced |
| Edge Capital Group, LLC | 4,371 | $1.59M | 0.10% | +874+25.0% | Added |
| First Horizon Advisors, Inc. | 4,375 | $1.59M | 0.06% | +1,099+33.5% | Added |
| Beacon Financial Group | 4,419 | $1.59M | 0.22% | −541−10.9% | Reduced |
| Basso Capital Management, L.P. | 4,415 | $1.60M | 1.55% | 00.0% | Unchanged |
| S&CO Inc | 4,433 | $1.61M | 0.14% | −75−1.7% | Reduced |
| LVW Advisors, LLC | 4,438 | $1.61M | 0.32% | +30+0.7% | Added |
| Nicolet Bankshares Inc | 7,159 | $1.62M | 0.53% | −185−2.5% | Reduced |
| Wambolt & Associates, LLC | 4,431 | $1.62M | 0.58% | −66−1.5% | Reduced |
| Kelman-Lazarov, Inc. | 4,489 | $1.63M | 0.42% | +93+2.1% | Added |
| Security National Bank | 4,493 | $1.63M | 0.44% | 00.0% | Unchanged |
| Forge First Asset Management Inc. | 4,500 | $1.63M | 0.74% | −17,500−79.5% | Reduced |
| Compass Wealth Management LLC | 4,500 | $1.64M | 0.52% | −55−1.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,510 | $1.64M | 0.45% | −56−1.2% | Reduced |
| DRW Securities, LLC | 4,515 | $1.64M | 0.24% | −3,058−40.4% | Reduced |
| Smith, Moore & Co. | 4,521 | $1.64M | 0.22% | +20.0% | Added |
| Platform Technology Partners | 4,524 | $1.64M | 0.81% | −204−4.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 4,526 | $1.64M | 0.02% | −48,839−91.5% | Reduced |
| Corundum Group, Inc. | 4,555 | $1.66M | 0.78% | +1,342+41.8% | Added |
| Missouri Trust & Investment Co | 4,567 | $1.66M | 1.07% | −239−5.0% | Reduced |
| Cobblestone Capital Advisors LLC | 4,579 | $1.66M | 0.12% | 00.0% | Unchanged |
| Fort Point Capital Partners LLC | 4,597 | $1.67M | 0.27% | +67+1.5% | Added |
| Strait & Sound Wealth Management LLC | 4,619 | $1.68M | 1.67% | +29+0.6% | Added |
| Perigon Wealth Management, LLC | 4,634 | $1.68M | 0.10% | +250+5.7% | Added |
| Intact Investment Management Inc. | 4,650 | $1.69M | 0.07% | 00.0% | Unchanged |