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 13 sales; 3,633 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 | 3,633 | $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 |
|---|---|---|---|---|---|
| Raffa Wealth Management, LLC | 155 | $56.3K | 0.02% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 155 | $56.3K | 0.05% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 156 | $56.7K | 0.02% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 162 | $58.9K | 0.02% | +162 | New |
| Bellwether Advisors, LLC | 163 | $59.2K | 0.02% | −2,472−93.8% | Reduced |
| Bangor Savings Bank | 166 | $60.3K | 0.01% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 167 | $60.7K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 167 | $60.7K | 0.04% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 167 | $60.7K | 0.04% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 166 | $61.0K | 0.05% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 170 | $61.8K | 0.04% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 173 | $63.0K | 0.04% | +14+8.8% | Added |
| Central Bank & Trust Co | 174 | $63.2K | 0.01% | +77+79.4% | Added |
| Baldrige Asset Management LLC | 175 | $64.0K | 0.03% | 00.0% | Unchanged |
| Migdal Insurance & Financial Holdings Ltd. | 182 | $65.0K | 0.00% | +68+59.6% | Added |
| Center for Financial Planning, Inc. | 180 | $65.4K | 0.02% | 00.0% | Unchanged |
| Accel Wealth Management | 185 | $67.2K | 0.03% | 00.0% | Unchanged |
| Ridgewood Investments LLC | 186 | $67.4K | 0.04% | +186 | New |
| SOA Wealth Advisors, LLC. | 187 | $68.0K | 0.02% | −8−4.1% | Reduced |
| Syverson Strege & Co | 190 | $69.1K | 0.03% | +70+58.3% | Added |
| JCSD Capital, LLC | 200 | $72.7K | 0.12% | −360−64.3% | Reduced |
| Cassady Schiller Wealth Management, LLC | 200 | $72.7K | 0.03% | 00.0% | Unchanged |
| LSV Asset Management | 200 | $73.0K | 0.00% | 00.0% | Unchanged |
| Ayalon Holdings Ltd. | 204 | $74.0K | 0.03% | −3,118−93.9% | Reduced |
| Evolution Advisers, Inc. | 205 | $74.0K | 0.05% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 210 | $76.3K | 0.06% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 225 | $81.8K | 0.02% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 229 | $83.2K | 0.01% | −162−41.4% | Reduced |
| Brown, Lisle/Cummings, Inc. | 230 | $83.6K | 0.04% | 00.0% | Unchanged |
| Geo Capital Gestora de Recursos Ltd | 235 | $85.0K | 0.06% | −42−15.2% | Reduced |
| Proffitt & Goodson Inc | 236 | $85.8K | 0.02% | −137−36.7% | Reduced |
| PFG Private Wealth Management, LLC | 237 | $86.1K | 0.05% | +1+0.4% | Added |
| Worth Asset Management, LLC | 242 | $87.9K | 0.07% | 00.0% | Unchanged |
| Sageworth Trust Co | 242 | $87.9K | 0.01% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 245 | $89.0K | 0.03% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 253 | $92.0K | 0.05% | −97−27.7% | Reduced |
| Lansing Street Advisors | 254 | $92.2K | 0.06% | 00.0% | Unchanged |
| Activest Wealth Management | 265 | $95.4K | 0.06% | −3,414−92.8% | Reduced |
| Beacon Capital Management, LLC | 266 | $96.7K | 0.03% | −17−6.0% | Reduced |
| Addison Advisors LLC | 271 | $98.5K | 0.06% | −4−1.5% | Reduced |
| Twin Lakes Capital Management, LLC | 273 | $99.1K | 0.07% | +1+0.4% | Added |
| Ritter Daniher Financial Advisory LLC | 279 | $101.4K | 0.04% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 282 | $102.5K | 0.04% | +282 | New |
| First National Bank of South Miami | 283 | $102.8K | 0.08% | 00.0% | Unchanged |
| Abound Wealth Management | 291 | $105.7K | 0.05% | +53+22.3% | Added |
| Carmel Capital Partners, LLC | 291 | $105.8K | 0.06% | +291 | New |
| Cacti Asset Management LLC | 300 | $109.0K | 0.01% | 00.0% | Unchanged |
| Valley National Advisers Inc | 316 | $119.0K | 0.02% | +9+2.9% | Added |
| IMA Wealth, Inc. | 336 | $122.1K | 0.03% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 337 | $122.5K | 0.03% | +37+12.3% | Added |
| Providence Capital Advisors, LLC | 338 | $122.8K | 0.03% | +158+87.8% | Added |
| Rise Advisors, LLC | 344 | $125.0K | 0.09% | +2+0.6% | Added |
| Bellevue Asset Management, LLC | 350 | $127.2K | 0.09% | 00.0% | Unchanged |
| Cypress Capital, LLC | 350 | $127.2K | 0.04% | −735−67.7% | Reduced |
| Godsey & Gibb Associates | 350 | $127.2K | 0.01% | +150+75.0% | Added |
| Column Capital Advisors, LLC | 362 | $131.6K | 0.02% | −7−1.9% | Reduced |
| Blume Capital Management, Inc. | 364 | $132.3K | 0.04% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 378 | $137.9K | 0.06% | +29+8.3% | Added |
| Creative Financial Designs Inc | 380 | $137.9K | 0.02% | −12−3.1% | Reduced |
| JFS Wealth Advisors, LLC | 381 | $138.3K | 0.01% | −7−1.8% | Reduced |
| Roble, Belko & Company, Inc | 383 | $139.0K | 0.03% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 388 | $141.0K | 0.03% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 398 | $144.6K | 0.05% | −8−2.0% | Reduced |
| Armstrong Advisory Group, Inc | 400 | $145.4K | 0.02% | 00.0% | Unchanged |
| Private Ocean, LLC | 402 | $146.1K | 0.02% | −92−18.6% | Reduced |
| Pacific Center for Financial Services | 405 | $147.2K | 0.05% | +405 | New |
| Mizuho Securities Co. Ltd. | 410 | $149.0K | 0.46% | −1,370−77.0% | Reduced |
| Earnest Partners LLC | 413 | $150.1K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 414 | $150.5K | 0.12% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 415 | $151.0K | 0.00% | −4−1.0% | Reduced |
| Pinnacle Holdings, LLC | 417 | $151.5K | 0.07% | +17+4.3% | Added |
| WR Wealth Planners, LLC | 418 | $151.9K | 0.07% | +416+20,800.0% | Added |
| Lumature Wealth Partners, LLC | 422 | $153.4K | 0.09% | −4−0.9% | Reduced |
| Kelly Financial Services LLC | 432 | $157.1K | 0.08% | −31−6.7% | Reduced |
| Garde Capital, Inc. | 434 | $158.0K | 0.02% | 00.0% | Unchanged |
| Operose Advisors LLC | 435 | $158.1K | 0.08% | −237−35.3% | Reduced |
| Motco | 441 | $160.3K | 0.01% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 444 | $162.0K | 0.02% | −379−46.1% | Reduced |
| Ofi Invest Asset Management | 59,071,569 | $162.5K | 0.84% | +59,071,569 | New |
| Mascoma Wealth Management LLC | 428 | $162.7K | 0.05% | −51−10.6% | Reduced |
| Tobam | 449 | $163.0K | 0.01% | +377+523.6% | Added |
| West Paces Advisors Inc. | 451 | $163.9K | 0.05% | +19+4.4% | Added |
| Citizens National Bank Trust Department | 455 | $165.4K | 0.05% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 461 | $167.5K | 0.04% | +6+1.3% | Added |
| Endurance Wealth Management, Inc. | 465 | $169.0K | 0.02% | 00.0% | Unchanged |
| Core Alternative Capital | 469 | $170.5K | 0.02% | +32+7.3% | Added |
| Arcadia Investment Management Corp | 472 | $171.5K | 0.04% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 475 | $173.0K | 0.21% | +124+35.3% | Added |
| Independence Bank of Kentucky | 481 | $174.8K | 0.08% | −25−4.9% | Reduced |
| TD Ameritrade Investment Management, LLC | 488 | $177.0K | 0.00% | +283+138.0% | Added |
| MRP Capital Investments, LLC | 500 | $181.7K | 0.20% | −200−28.6% | Reduced |
| Alan B. Lancz & Associates, Inc. | 500 | $181.7K | 0.19% | 00.0% | Unchanged |
| Steward Financial Group LLC | 508 | $184.0K | 0.06% | +132+35.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 510 | $185.4K | 0.09% | +26+5.4% | Added |
| MB, Levis & Associates, LLC | 516 | $187.6K | 0.13% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 518 | $188.0K | 0.12% | −13−2.4% | Reduced |
| Sound Income Strategies, LLC | 519 | $188.6K | 0.02% | −48−8.5% | Reduced |
| Delta Accumulation, LLC | 520 | $189.0K | 1.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 534 | $194.1K | 0.07% | −5−0.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 550 | $197.6K | 0.01% | +550 | New |