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 |
|---|---|---|---|---|---|
| Advanced Asset Management Advisors Inc | 11,495 | $4.18M | 1.02% | 00.0% | Unchanged |
| Zweig-DiMenna Associates LLC | 11,515 | $4.18M | 0.57% | +915+8.6% | Added |
| McDonough Capital Management, Inc | 11,529 | $4.19M | 4.33% | +110+1.0% | Added |
| Greenline Partners, LLC | 11,529 | $4.19M | 0.80% | +1,846+19.1% | Added |
| Savant Capital, LLC | 11,530 | $4.19M | 0.08% | +3,922+51.6% | Added |
| S.E.E.D. Planning Group LLC | 11,577 | $4.21M | 1.62% | +566+5.1% | Added |
| HB Wealth Management, LLC | 11,580 | $4.21M | 0.07% | +74+0.6% | Added |
| Y.D. More Investments Ltd | 11,691 | $4.25M | 1.03% | +311+2.7% | Added |
| Welch Group, LLC | 11,712 | $4.26M | 0.25% | +535+4.8% | Added |
| Fundsmith Investment Services Ltd. | 11,748 | $4.27M | 0.07% | +11,748 | New |
| Bayesian Capital Management, LP | 11,793 | $4.29M | 0.53% | −1,900−13.9% | Reduced |
| Capital Insight Partners, LLC | 11,846 | $4.30M | 1.01% | −160−1.3% | Reduced |
| 1st Source Bank | 11,849 | $4.31M | 0.29% | −73−0.6% | Reduced |
| Chickasaw Capital Management LLC | 11,880 | $4.32M | 0.23% | −215−1.8% | Reduced |
| SYSTM Wealth Solutions LLC | 11,932 | $4.34M | 0.67% | −3,285−21.6% | Reduced |
| Quantbot Technologies LP | 11,938 | $4.34M | 0.31% | +11,149+1,413.1% | Added |
| Olstein Capital Management, L.P. | 12,000 | $4.36M | 0.68% | −2,000−14.3% | Reduced |
| Maven Securities LTD | 12,010 | $4.36M | 0.68% | +10,988+1,075.1% | Added |
| Verdence Capital Advisors LLC | 12,014 | $4.37M | 0.53% | −624−4.9% | Reduced |
| Old National Bancorp | 12,017 | $4.37M | 0.13% | +1,827+17.9% | Added |
| Vetamer Capital Management, L.P. | 12,031 | $4.37M | 6.02% | −2,722−18.5% | Reduced |
| Altrafin AG | 12,058 | $4.38M | 2.15% | +1,949+19.3% | Added |
| Sigma Planning Corp | 12,095 | $4.40M | 0.15% | −370−3.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 12,245 | $4.40M | 0.33% | −455−3.6% | Reduced |
| Kesler, Norman & Wride, LLC | 12,132 | $4.41M | 1.11% | +649+5.7% | Added |
| Integrated Wealth Concepts LLC | 12,174 | $4.42M | 0.09% | −135−1.1% | Reduced |
| Eastern Bank | 12,324 | $4.48M | 0.23% | +33+0.3% | Added |
| Meeder Advisory Services, Inc. | 12,336 | $4.48M | 0.52% | +172+1.4% | Added |
| First Manhattan Co | 12,380 | $4.50M | 0.02% | +70+0.6% | Added |
| Page Arthur B | 12,394 | $4.50M | 4.22% | −263−2.1% | Reduced |
| Clough Capital Partners L P | 12,400 | $4.51M | 0.49% | +3,400+37.8% | Added |
| BBR Partners, LLC | 12,438 | $4.52M | 0.52% | +247+2.0% | Added |
| Pinnacle Financial Partners Inc | 12,444 | $4.52M | 0.12% | −328−2.6% | Reduced |
| Berkeley, Inc | 12,556 | $4.56M | 3.31% | −105−0.8% | Reduced |
| Geneva Partners, LLC | 12,563 | $4.57M | 3.91% | +11,601+1,205.9% | Added |
| Ingalls & Snyder LLC | 12,577 | $4.57M | 0.24% | −19−0.2% | Reduced |
| Peoples Financial Services Corp. | 12,585 | $4.57M | 2.14% | −827−6.2% | Reduced |
| Richard Bernstein Advisors LLC | 12,595 | $4.58M | 0.10% | 00.0% | Unchanged |
| RDST Capital LLC | 12,595 | $4.58M | 2.50% | +1,450+13.0% | Added |
| Benjamin F. Edwards & Company, Inc. | 12,716 | $4.62M | 0.19% | −55−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,763 | $4.64M | 0.24% | −4,211−24.8% | Reduced |
| Avitas Wealth Management LLC | 12,769 | $4.64M | 0.91% | −73−0.6% | Reduced |
| Whalerock Point Partners, LLC | 12,779 | $4.64M | 1.73% | +40+0.3% | Added |
| Lockheed Martin Investment Management Co | 12,790 | $4.65M | 0.26% | −23,935−65.2% | Reduced |
| Donaldson Capital Management, LLC | 12,793 | $4.65M | 0.22% | +8,490+197.3% | Added |
| WCG Wealth Advisors LLC | 12,869 | $4.68M | 0.60% | −2,125−14.2% | Reduced |
| Level Four Advisory Services, LLC | 12,957 | $4.71M | 0.31% | +2,119+19.6% | Added |
| Choate Investment Advisors | 13,020 | $4.73M | 0.23% | +1,235+10.5% | Added |
| Fairbanks Capital Management, Inc. | 13,120 | $4.77M | 3.79% | +514+4.1% | Added |
| Sumitomo Life Insurance Co | 13,137 | $4.77M | 0.40% | +1,342+11.4% | Added |
| BFSG, LLC | 13,150 | $4.78M | 0.88% | +2,025+18.2% | Added |
| Icon Wealth Partners, LLC | 13,217 | $4.80M | 0.52% | +13,217 | New |
| Wade G W & Inc | 13,232 | $4.81M | 0.18% | −116−0.9% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,318 | $4.84M | 3.13% | −59−0.4% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 13,385 | $4.86M | 1.14% | −303−2.2% | Reduced |
| BKD Wealth Advisors, LLC | 13,421 | $4.88M | 0.16% | +151+1.1% | Added |
| Dakota Wealth Management | 13,433 | $4.88M | 0.33% | +847+6.7% | Added |
| Greenland Capital Management LP | 13,488 | $4.90M | 0.59% | +13,488 | New |
| Pictet North America Advisors SA | 13,496 | $4.90M | 0.79% | −301−2.2% | Reduced |
| Rossmore Private Capital | 13,501 | $4.91M | 0.77% | +785+6.2% | Added |
| CFO4Life Group, LLC | 13,517 | $4.91M | 1.12% | −108−0.8% | Reduced |
| Petredis Investment Advisors LLC | 13,578 | $4.93M | 0.77% | +208+1.6% | Added |
| Carret Asset Management, LLC | 13,640 | $4.96M | 0.69% | −180−1.3% | Reduced |
| Ballentine Partners, LLC | 13,653 | $4.96M | 0.12% | +857+6.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,783 | $5.01M | 0.34% | −551−3.8% | Reduced |
| Private Trust Co NA | 13,845 | $5.03M | 0.69% | +1,113+8.7% | Added |
| Huber Capital Management LLC | 13,923 | $5.06M | 1.25% | +1,000+7.7% | Added |
| Union Heritage Capital, LLC | 14,000 | $5.09M | 3.09% | −1,800−11.4% | Reduced |
| Clear Harbor Asset Management, LLC | 14,003 | $5.09M | 0.53% | +14,003 | New |
| Talbot Financial, LLC | 14,016 | $5.09M | 0.95% | +435+3.2% | Added |
| Alcosta Capital Management, Inc. | 14,042 | $5.10M | 4.89% | −1,816−11.5% | Reduced |
| WealthPlan Investment Management, LLC | 14,055 | $5.11M | 0.88% | −10,702−43.2% | Reduced |
| Delaney Dennis R | 14,064 | $5.11M | 4.36% | +139+1.0% | Added |
| Graypoint LLC | 14,066 | $5.11M | 0.55% | −1,644−10.5% | Reduced |
| Horizon Investments, LLC | 14,095 | $5.11M | 0.15% | −1,900−11.9% | Reduced |
| Change Path, LLC | 14,102 | $5.13M | 0.25% | −890−5.9% | Reduced |
| Eukles Asset Management | 14,113 | $5.13M | 2.79% | −10−0.1% | Reduced |
| Credential Qtrade Securities Inc. | 14,158 | $5.15M | 0.34% | −239−1.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 14,179 | $5.15M | 1.52% | −64−0.4% | Reduced |
| Fundamentun, LLC | 14,192 | $5.16M | 0.87% | −112−0.8% | Reduced |
| Merit Financial Group, LLC | 14,196 | $5.16M | 0.19% | −256−1.8% | Reduced |
| Cullinan Associates Inc | 14,300 | $5.20M | 0.30% | +631+4.6% | Added |
| Laurion Capital Management LP | 14,336 | $5.21M | 0.23% | +14,336 | New |
| Aigen Investment Management, LP | 14,373 | $5.22M | 0.72% | +14,373 | New |
| Stonegate Investment Group, LLC | 14,423 | $5.24M | 0.20% | +2,238+18.4% | Added |
| Ostrum Asset Management | 14,423 | $5.24M | 0.46% | +14,423 | New |
| Aperture Investors, LLC | 14,438 | $5.25M | 0.74% | +14,438 | New |
| Bishop Rock Capital, L.P. | 14,467 | $5.26M | 8.16% | +433+3.1% | Added |
| Ironwood Investment Counsel, LLC | 14,557 | $5.29M | 1.26% | +1,510+11.6% | Added |
| First PREMIER Bank | 14,587 | $5.30M | 1.54% | +383+2.7% | Added |
| Spears Abacus Advisors LLC | 14,605 | $5.31M | 0.48% | −253−1.7% | Reduced |
| Guardian Capital Advisors LP | 14,714 | $5.32M | 0.61% | +760+5.4% | Added |
| Parsons Capital Management Inc | 14,650 | $5.32M | 0.43% | −762−4.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 14,703 | $5.34M | 0.10% | −718−4.7% | Reduced |
| Armstrong Henry H Associates Inc | 14,721 | $5.35M | 0.65% | −205−1.4% | Reduced |
| Howe & Rusling Inc | 14,771 | $5.37M | 0.64% | −6,536−30.7% | Reduced |
| Globeflex Capital L P | 14,779 | $5.37M | 0.66% | 00.0% | Unchanged |
| Veriti Management LLC | 14,811 | $5.38M | 0.64% | +151+1.0% | Added |
| Welch & Forbes LLC | 14,835 | $5.39M | 0.09% | −82−0.5% | Reduced |
| Yarbrough Capital, LLC | 14,876 | $5.41M | 0.44% | 00.0% | Unchanged |