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 |
|---|---|---|---|---|---|
| Qsemble Capital Management, LP | 4,650 | $1.69M | 1.14% | +4,650 | New |
| DeDora Capital, Inc. | 4,654 | $1.69M | 0.72% | −169−3.5% | Reduced |
| Ameliora Wealth Management Ltd. | 4,680 | $1.70M | 0.99% | 00.0% | Unchanged |
| Rational Advisors LLC | 4,693 | $1.71M | 0.14% | −1,500−24.2% | Reduced |
| Blueprint Investment Partners LLC | 4,707 | $1.71M | 0.39% | +485+11.5% | Added |
| IFP Advisors, Inc | 19,615 | $1.71M | 0.08% | −7,513−27.7% | Reduced |
| BTG Pactual Global Asset Management Ltd | 4,713 | $1.71M | 2.50% | +2,992+173.9% | Added |
| Ledyard National Bank | 4,717 | $1.71M | 0.20% | −29−0.6% | Reduced |
| Tectonic Advisors LLC | 4,723 | $1.72M | 0.23% | +239+5.3% | Added |
| Wealth Alliance | 4,724 | $1.72M | 0.28% | +171+3.8% | Added |
| Accuvest Global Advisors | 4,725 | $1.72M | 0.78% | −7,735−62.1% | Reduced |
| Revolve Wealth Partners, LLC | 4,732 | $1.72M | 0.44% | −186−3.8% | Reduced |
| United Community Bank | 4,734 | $1.72M | 1.63% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 4,747 | $1.73M | 1.27% | −25−0.5% | Reduced |
| Hennessy Advisors Inc | 4,747 | $1.73M | 0.13% | +961+25.4% | Added |
| PFG Advisors | 4,754 | $1.73M | 0.14% | +141+3.1% | Added |
| Headinvest, LLC | 4,758 | $1.73M | 0.38% | −56−1.2% | Reduced |
| Congress Wealth Management LLC | 4,765 | $1.73M | 0.04% | −1,000−17.3% | Reduced |
| Wealthcare Advisory Partners LLC | 4,778 | $1.74M | 0.07% | +343+7.7% | Added |
| Chemistry Wealth Management LLC | 4,804 | $1.75M | 0.61% | +79+1.7% | Added |
| Appleton Partners Inc | 4,804 | $1.75M | 0.16% | −136−2.8% | Reduced |
| Handelsinvest Investeringsforvaltning | 4,860 | $1.77M | 0.28% | −2,758−36.2% | Reduced |
| Trust Co of Toledo NA | 4,872 | $1.77M | 0.32% | +2,100+75.8% | Added |
| West Branch Capital LLC | 4,886 | $1.78M | 0.99% | −18−0.4% | Reduced |
| Cipher Capital LP | 4,891 | $1.78M | 0.33% | +4,891 | New |
| Evergreen Wealth Solutions, LLC | 4,904 | $1.78M | 2.06% | −174−3.4% | Reduced |
| Principle Wealth Partners LLC | 4,904 | $1.78M | 0.19% | +10.0% | Added |
| BSW Wealth Partners | 4,914 | $1.79M | 0.37% | −61−1.2% | Reduced |
| Vise Technologies, Inc. | 4,929 | $1.79M | 0.47% | +932+23.3% | Added |
| McDaniel Terry & Co | 4,933 | $1.79M | 0.20% | −92−1.8% | Reduced |
| Lakeview Capital Partners, LLC | 4,688 | $1.80M | 0.56% | −27−0.6% | Reduced |
| Staley Capital Advisers Inc | 4,993 | $1.81M | 0.10% | +1,357+37.3% | Added |
| Bourne Lent Asset Management Inc | 4,998 | $1.82M | 0.69% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 5,006 | $1.82M | 1.36% | −15−0.3% | Reduced |
| Catalyst Wealth Management, LLC | 5,017 | $1.82M | 1.71% | +148+3.0% | Added |
| KCM Investment Advisors LLC | 5,023 | $1.83M | 0.07% | +615+14.0% | Added |
| Weatherly Asset Management L. P. | 5,032 | $1.83M | 0.24% | +205+4.2% | Added |
| Deane Retirement Strategies, Inc. | 5,038 | $1.83M | 1.01% | +63+1.3% | Added |
| Harvest Fund Management Co., Ltd | 5,037 | $1.83M | 0.40% | −2,211−30.5% | Reduced |
| Mutual Advisors, LLC | 5,046 | $1.83M | 0.08% | +220+4.6% | Added |
| First United Bank Trust | 5,058 | $1.84M | 0.86% | −33−0.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 5,060 | $1.84M | 0.17% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 5,060 | $1.84M | 0.17% | +64+1.3% | Added |
| Carmichael Hill & Associates, Inc. | 5,061 | $1.84M | 0.94% | 00.0% | Unchanged |
| Transform Wealth, LLC | 5,070 | $1.84M | 0.17% | −20−0.4% | Reduced |
| Prospera Financial Services Inc | 5,069 | $1.85M | 0.08% | +2,141+73.1% | Added |
| Cox Capital Mgt LLC | 5,087 | $1.85M | 1.34% | −33−0.6% | Reduced |
| Wedmont Private Capital | 5,164 | $1.86M | 0.25% | +1,210+30.6% | Added |
| Riverpark Capital Management LLC | 5,126 | $1.86M | 3.74% | 00.0% | Unchanged |
| Providence First Trust Co | 5,127 | $1.86M | 1.07% | +71+1.4% | Added |
| S.A. Mason LLC | 5,127 | $1.86M | 1.35% | −29−0.6% | Reduced |
| Financial Advocates Investment Management | 5,135 | $1.87M | 0.14% | +200+4.1% | Added |
| Equitable Holdings, Inc. | 5,156 | $1.87M | 0.03% | +636+14.1% | Added |
| Lester Murray Antman dba SimplyRich | 5,162 | $1.88M | 0.70% | 00.0% | Unchanged |
| Ropes Wealth Advisors LLC | 5,167 | $1.88M | 0.34% | −140−2.6% | Reduced |
| Institutional & Family Asset Management, LLC | 5,173 | $1.88M | 0.31% | +9+0.2% | Added |
| Geneos Wealth Management Inc. | 5,175 | $1.88M | 0.11% | −1,501−22.5% | Reduced |
| Howland Capital Management LLC | 5,179 | $1.88M | 0.11% | −95−1.8% | Reduced |
| Brighton Jones LLC | 5,197 | $1.89M | 0.11% | +1,776+51.9% | Added |
| Sovereign Financial Group, Inc. | 5,197 | $1.89M | 0.70% | −7−0.1% | Reduced |
| Agf Management Ltd | 5,200 | $1.89M | 0.01% | +502+10.7% | Added |
| Capital Investment Advisory Services, LLC | 5,211 | $1.89M | 0.22% | −1,030−16.5% | Reduced |
| Chilton Capital Management LLC | 5,219 | $1.90M | 0.11% | +615+13.4% | Added |
| Good Life Advisors, LLC | 5,220 | $1.90M | 0.24% | +28+0.5% | Added |
| Abbrea Capital, LLC | 5,252 | $1.91M | 0.32% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 5,255 | $1.91M | 0.06% | −1,472−21.9% | Reduced |
| My Legacy Advisors, LLC | 5,309 | $1.91M | 0.82% | −364−6.4% | Reduced |
| V-Square Quantitative Management LLC | 5,271 | $1.92M | 1.77% | +5,271 | New |
| Amarillo National Bank | 5,291 | $1.92M | 0.39% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 5,293 | $1.92M | 0.30% | −13−0.2% | Reduced |
| Quantum Private Wealth, LLC | 5,306 | $1.93M | 1.04% | −45−0.8% | Reduced |
| We Are One Seven, LLC | 5,325 | $1.94M | 0.12% | +611+13.0% | Added |
| Princeton Capital Management LLC | 5,337 | $1.94M | 0.83% | −18−0.3% | Reduced |
| International Assets Investment Management, LLC | 5,354 | $1.95M | 0.28% | −171−3.1% | Reduced |
| Inceptionr LLC | 5,393 | $1.96M | 0.63% | +4,003+288.0% | Added |
| Scott & Selber, Inc. | 5,395 | $1.96M | 0.83% | +11+0.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,414 | $1.97M | 0.33% | +246+4.8% | Added |
| Capital Counsel LLC | 5,415 | $1.97M | 0.11% | +3+0.1% | Added |
| Algert Global LLC | 5,421 | $1.97M | 0.09% | +646+13.5% | Added |
| Laidlaw Wealth Management LLC | 5,428 | $1.97M | 0.40% | −108−2.0% | Reduced |
| SageView Advisory Group, LLC | 5,453 | $1.98M | 0.13% | +4,808+745.4% | Added |
| Hilltop Holdings Inc. | 5,469 | $1.99M | 0.27% | +37+0.7% | Added |
| Cornerstone Wealth Management, LLC | 5,491 | $2.00M | 0.20% | +5,491 | New |
| Independent Financial Group, LLC | 5,527 | $2.01M | 0.16% | +175+3.3% | Added |
| Beverly Hills Private Wealth, LLC | 5,532 | $2.01M | 0.62% | +1,047+23.3% | Added |
| Arete Wealth Advisors, LLC | 5,570 | $2.02M | 0.17% | +266+5.0% | Added |
| Kula Investments, LLC | 5,593 | $2.03M | 0.50% | +5,593 | New |
| Girard Partners Ltd. | 5,609 | $2.04M | 0.23% | −454−7.5% | Reduced |
| Stevens Capital Management LP | 5,653 | $2.05M | 0.51% | +4,465+375.8% | Added |
| Mitchell Sinkler & Starr | 5,653 | $2.05M | 0.61% | +1,134+25.1% | Added |
| Legacy Advisors, LLC | 5,671 | $2.06M | 0.38% | +494+9.5% | Added |
| Procyon Private Wealth Partners, LLC | 5,672 | $2.06M | 0.34% | +495+9.6% | Added |
| Inlet Private Wealth, LLC | 5,687 | $2.07M | 0.54% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 5,708 | $2.07M | 0.07% | +5,708 | New |
| Voya Financial Advisors, Inc. | 5,786 | $2.08M | 0.26% | −2,407−29.4% | Reduced |
| Lake Street Financial LLC | 5,763 | $2.09M | 0.39% | −59−1.0% | Reduced |
| Grove Bank & Trust | 5,765 | $2.10M | 0.44% | +11+0.2% | Added |
| Kensington Investment Counsel, LLC | 5,766 | $2.10M | 1.58% | −65−1.1% | Reduced |
| Sander Capital Advisors Inc | 5,768 | $2.10M | 1.27% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 5,788 | $2.10M | 0.28% | +737+14.6% | Added |