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 |
|---|---|---|---|---|---|
| Brooktree Capital Management | 552 | $200.6K | 0.16% | −986−64.1% | Reduced |
| Financial Enhancement Group LLC | 528 | $200.8K | 0.04% | +528 | New |
| Hofer & Associates. Inc | 578 | $200.9K | 0.20% | 00.0% | Unchanged |
| Holistic Financial Partners | 558 | $202.8K | 0.16% | +558 | New |
| Capital Advisory Group Advisory Services, LLC | 559 | $203.1K | 0.12% | +559 | New |
| Watershed Private Wealth LLC | 559 | $203.1K | 0.14% | +559 | New |
| Invictus Private Wealth, LLC | 560 | $203.5K | 0.02% | −80−12.5% | Reduced |
| Bank of New Hampshire | 560 | $203.5K | 0.06% | 00.0% | Unchanged |
| Payden & Rygel | 560 | $204.0K | 0.01% | −2,300−80.4% | Reduced |
| Vaughan David Investments LLC | 562 | $204.0K | 0.01% | +562 | New |
| Rollins Financial | 562 | $204.5K | 0.07% | −191−25.4% | Reduced |
| Tennessee Valley Asset Management Partners | 563 | $204.5K | 0.07% | +563 | New |
| Meridian Investment Counsel Inc. | 564 | $205.0K | 0.08% | +564 | New |
| Morton Capital Management LLC | 564 | $205.0K | 0.07% | −14−2.4% | Reduced |
| Greenwood Capital Associates LLC | 566 | $205.7K | 0.03% | +566 | New |
| Phillips Financial Management, LLC | 567 | $206.1K | 0.02% | +567 | New |
| KFA Private Wealth Group, LLC | 571 | $207.7K | 0.09% | −40−6.5% | Reduced |
| Strategic Financial Concepts, LLC | 572 | $207.9K | 0.08% | +572 | New |
| Legacy Bridge, LLC | 575 | $209.0K | 0.15% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 575 | $209.0K | 0.01% | +575 | New |
| Gilman Hill Asset Management, LLC | 576 | $209.3K | 0.04% | −47−7.5% | Reduced |
| Berkeley Capital Partners, LLC | 578 | $209.9K | 0.08% | +578 | New |
| KLR Investment Advisors, LLC | 579 | $210.4K | 0.18% | +1+0.2% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 580 | $210.9K | 0.08% | −111−16.1% | Reduced |
| Global Strategic Investment Solutions, LLC | 584 | $212.2K | 0.03% | 00.0% | Unchanged |
| Cowa, LLC | 585 | $212.6K | 0.17% | +585 | New |
| Cutter & CO Brokerage, Inc. | 587 | $213.4K | 0.07% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 589 | $214.0K | 0.06% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 618 | $214.9K | 0.02% | 00.0% | Unchanged |
| Crestone Asset Management LLC | 595 | $216.1K | 0.05% | +595 | New |
| Barrett & Company, Inc. | 595 | $216.4K | 0.14% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 596 | $216.6K | 0.15% | −5−0.8% | Reduced |
| Traynor Capital Management, Inc. | 599 | $217.6K | 0.03% | +15+2.6% | Added |
| Tower Bridge Advisors | 599 | $217.7K | 0.02% | −114−16.0% | Reduced |
| American Asset Management Inc. | 600 | $218.0K | 0.23% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 600 | $218.0K | 0.09% | 00.0% | Unchanged |
| Fusion Family Wealth LLC | 602 | $218.8K | 0.03% | 00.0% | Unchanged |
| Meredith Wealth Planning | 602 | $218.8K | 0.18% | −34−5.3% | Reduced |
| First Financial Bank - Trust Division | 603 | $219.1K | 0.02% | +603 | New |
| Financial Management Professionals, Inc. | 605 | $220.0K | 0.04% | +370+157.4% | Added |
| Coastal Bridge Advisors, LLC | 608 | $221.0K | 0.06% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 608 | $221.0K | 0.07% | 00.0% | Unchanged |
| Meritage Group LP | 612 | $222.0K | 0.01% | −74−10.8% | Reduced |
| Rooted Wealth Advisors, Inc. | 596 | $222.0K | 0.16% | +13+2.2% | Added |
| Hoylecohen, LLC | 612 | $222.4K | 0.02% | 00.0% | Unchanged |
| Polaris Wealth Advisory Group, LLC | 612 | $222.6K | 0.02% | +75+14.0% | Added |
| Callahan Advisors, LLC | 613 | $222.8K | 0.03% | −50−7.5% | Reduced |
| Northstar Group, Inc. | 613 | $222.8K | 0.06% | 00.0% | Unchanged |
| Goodman Financial Corp | 613 | $222.8K | 0.06% | +613 | New |
| Unique Wealth, LLC | 614 | $223.0K | 0.11% | +7+1.2% | Added |
| Capital Investment Counsel, Inc | 614 | $223.1K | 0.05% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 621 | $225.6K | 0.02% | +621 | New |
| DSC Advisors, L.P. | 622 | $226.0K | 0.43% | −157−20.2% | Reduced |
| Garner Asset Management Corp | 625 | $227.0K | 0.11% | −14−2.2% | Reduced |
| Peterson Wealth Advisors, LLC | 625 | $227.1K | 0.06% | +12+2.0% | Added |
| Bond & Devick Financial Network, Inc. | 625 | $227.1K | 0.14% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 626 | $227.5K | 0.04% | +626 | New |
| Warren Street Wealth Advisors, LLC | 629 | $228.6K | 0.16% | +629 | New |
| Echo45 Advisors LLC | 629 | $228.6K | 0.19% | +629 | New |
| Freedom Day Solutions, LLC | 631 | $229.2K | 0.11% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 632 | $230.0K | 0.10% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 632 | $230.0K | 0.08% | +32+5.3% | Added |
| Meridian Wealth Partners, LLC | 634 | $230.4K | 0.05% | +634 | New |
| BIP Wealth, LLC | 620 | $230.8K | 0.03% | +620 | New |
| MUFG Securities EMEA plc | 637 | $231.0K | 0.00% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 638 | $232.0K | 0.09% | −102−13.8% | Reduced |
| Blackhawk Capital Partners LLC. | 639 | $232.2K | 0.17% | −85−11.7% | Reduced |
| Zullo Investment Group, Inc. | 639 | $232.4K | 0.14% | +26+4.2% | Added |
| Strategic Wealth Partners, Ltd. | 641 | $232.9K | 0.04% | −43−6.3% | Reduced |
| Westwood Holdings Group Inc. | 640 | $233.0K | 0.00% | +640 | New |
| Austin Private Wealth, LLC | 642 | $233.2K | 0.04% | −77−10.7% | Reduced |
| Sutton Wealth Advisors Inc. | 642 | $233.3K | 0.12% | −1,371−68.1% | Reduced |
| Channel Wealth LLC | 643 | $233.7K | 0.15% | +643 | New |
| Vigilant Capital Management, LLC | 647 | $235.0K | 0.02% | −99−13.3% | Reduced |
| Oak Harbor Wealth Partners, LLC | 649 | $235.9K | 0.09% | +649 | New |
| GenTrust, LLC | 654 | $237.5K | 0.02% | +654 | New |
| Nadler Financial Group, Inc. | 657 | $238.8K | 0.04% | +43+7.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 657 | $238.8K | 0.13% | +31+5.0% | Added |
| Cypress Wealth Services, LLC | 661 | $240.3K | 0.07% | −184−21.8% | Reduced |
| Ted Buchan & Co | 662 | $240.6K | 0.20% | +65+10.9% | Added |
| Global Financial Private Client, LLC | 658 | $241.1K | 0.12% | 00.0% | Unchanged |
| Braun-Bostich & Associates Inc. | 664 | $241.3K | 0.57% | −14−2.1% | Reduced |
| Tandem Capital Management Corp | 664 | $241.3K | 0.17% | −6−0.9% | Reduced |
| Foster Group, Inc. | 665 | $241.7K | 0.02% | +665 | New |
| Genesee Capital Advisors, LLC | 667 | $242.5K | 0.17% | −75−10.1% | Reduced |
| Wagner Wealth Management, LLC | 668 | $242.7K | 0.11% | −22−3.2% | Reduced |
| Well Done, LLC | 669 | $243.1K | 0.05% | −5−0.7% | Reduced |
| KCS Wealth Advisory | 670 | $243.5K | 0.09% | +45+7.2% | Added |
| Itau Unibanco Holding S.A. | 671 | $243.8K | 0.01% | +671 | New |
| HFG Wealth Management, LLC | 672 | $244.2K | 0.05% | +672 | New |
| Titleist Asset Management, LLC | 675 | $245.2K | 0.05% | +675 | New |
| Garden State Investment Advisory Services LLC | 675 | $245.3K | 0.12% | +675 | New |
| Colonial Trust Co | 675 | $245.3K | 0.06% | +71+11.8% | Added |
| Smith Anglin Financial, LLC | 676 | $245.6K | 0.04% | −20−2.9% | Reduced |
| RNC Capital Management LLC | 678 | $246.0K | 0.01% | +678 | New |
| Matrix Private Capital Group LLC | 678 | $246.4K | 0.17% | −55−7.5% | Reduced |
| Gateway Wealth Partners, LLC | 679 | $246.8K | 0.04% | −3−0.4% | Reduced |
| Ballast, Inc. | 680 | $247.1K | 0.10% | −25−3.5% | Reduced |
| Weaver Consulting Group | 681 | $247.5K | 0.11% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 681 | $247.5K | 0.08% | +14+2.1% | Added |