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 |
|---|---|---|---|---|---|
| BancFirst Trust & Investment Management | 689 | $247.5K | 0.15% | −640−48.2% | Reduced |
| Harbor Group, Inc. | 682 | $247.7K | 0.15% | 00.0% | Unchanged |
| Arlington Partners LLC | 682 | $247.8K | 0.04% | −285−29.5% | Reduced |
| Source Financial Advisors LLC | 683 | $248.0K | 0.08% | +683 | New |
| Kanawha Capital Management LLC | 684 | $248.6K | 0.02% | −225−24.8% | Reduced |
| Colonial River Wealth Management, LLC | 684 | $248.6K | 0.15% | +11+1.6% | Added |
| Advisor Resource Council | 684 | $249.1K | 0.06% | +684 | New |
| Vectors Research Management, LLC | 689 | $250.0K | 0.06% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 690 | $250.0K | 0.19% | +690 | New |
| HHM Wealth Advisors, LLC | 688 | $250.0K | 0.05% | 00.0% | Unchanged |
| HNP Capital LLC | 689 | $250.4K | 0.07% | 00.0% | Unchanged |
| Benedetti & Gucer, Inc. | 694 | $252.0K | 0.14% | +694 | New |
| New Millennium Group LLC | 695 | $252.5K | 0.25% | −1,045−60.1% | Reduced |
| Teamwork Financial Advisors, LLC | 695 | $252.6K | 0.05% | +32+4.8% | Added |
| XML Financial, LLC | 698 | $253.6K | 0.03% | +84+13.7% | Added |
| Roberts Glore & Co Inc | 698 | $253.7K | 0.08% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 700 | $254.4K | 0.16% | 00.0% | Unchanged |
| Blue Door Asset Management, LLC | 700 | $254.4K | 0.22% | +700 | New |
| Pure Financial Advisors, Inc. | 701 | $254.8K | 0.01% | −50−6.7% | Reduced |
| Clean Yield Group | 703 | $255.5K | 0.11% | 00.0% | Unchanged |
| Hendley & Co Inc | 705 | $256.0K | 0.11% | −10−1.4% | Reduced |
| Alpha Financial Partners, LLC | 706 | $256.6K | 0.29% | +22+3.2% | Added |
| Riverview Trust Co | 706 | $256.6K | 0.24% | 00.0% | Unchanged |
| Zhang Financial LLC | 706 | $256.6K | 0.03% | −77−9.8% | Reduced |
| West Michigan Advisors, LLC | 709 | $257.7K | 0.15% | +709 | New |
| Calton & Associates, Inc. | 709 | $257.7K | 0.12% | −619−46.6% | Reduced |
| Acorn Financial Advisory Services Inc | 710 | $258.1K | 0.05% | −97−12.0% | Reduced |
| CFS Investment Advisory Services, LLC | 714 | $259.0K | 0.05% | +40+5.9% | Added |
| AIMZ Investment Advisors, LLC | 714 | $259.5K | 0.12% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 714 | $259.5K | 0.09% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 717 | $260.0K | 0.17% | +23+3.3% | Added |
| Wellspring Financial Advisors, LLC | 717 | $260.5K | 0.08% | −5−0.7% | Reduced |
| First National Bank | 717 | $260.6K | 0.22% | −7−1.0% | Reduced |
| Chicago Wealth Management, Inc. | 719 | $261.3K | 0.21% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 719 | $261.4K | 0.24% | 00.0% | Unchanged |
| Fairfield, Bush & Co. | 720 | $261.7K | 0.09% | −200−21.7% | Reduced |
| JNBA Financial Advisors | 721 | $262.0K | 0.03% | 00.0% | Unchanged |
| Delphia (USA) Inc. | 721 | $262.1K | 0.32% | −881−55.0% | Reduced |
| Castle Rock Wealth Management, LLC | 687 | $263.0K | 0.09% | +7+1.0% | Added |
| Drake & Associates, LLC | 724 | $263.1K | 0.13% | −43−5.6% | Reduced |
| PBMares Wealth Management LLC | 727 | $264.3K | 0.10% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 728 | $264.6K | 0.13% | −156−17.6% | Reduced |
| Highview Capital Management LLC | 730 | $265.3K | 0.15% | −46−5.9% | Reduced |
| Saiph Capital, LLC | 730 | $265.3K | 0.16% | +46+6.7% | Added |
| Carlson Capital Management | 731 | $265.7K | 0.02% | +81+12.5% | Added |
| Landmark Financial Advisors, LLC | 732 | $266.0K | 0.12% | +732 | New |
| Motive Wealth Advisors | 733 | $266.4K | 0.29% | −101−12.1% | Reduced |
| Outlook Wealth Advisors, LLC | 734 | $266.8K | 0.12% | −22−2.9% | Reduced |
| Covey Capital Advisors, LLC | 735 | $267.1K | 0.43% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 736 | $267.3K | 0.06% | +60+8.9% | Added |
| IFG Advisory, LLC | 739 | $268.9K | 0.03% | −26−3.4% | Reduced |
| Founders Capital Management | 740 | $269.0K | 0.21% | −100−11.9% | Reduced |
| Madden Securities Corp | 742 | $269.6K | 0.14% | 00.0% | Unchanged |
| Sentinus, LLC | 743 | $270.0K | 0.09% | +743 | New |
| Independent Wealth Network Inc. | 744 | $270.4K | 0.17% | +87+13.2% | Added |
| Manchester Financial Inc | 747 | $271.5K | 0.08% | +15+2.0% | Added |
| Mason & Associates Inc | 748 | $271.9K | 0.08% | +748 | New |
| Fortress Wealth Group, LLC | 748 | $272.0K | 0.20% | −1,194−61.5% | Reduced |
| SNS Financial Group, LLC | 750 | $272.4K | 0.04% | +103+15.9% | Added |
| First Financial Corp | 750 | $272.5K | 0.17% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 750 | $272.6K | 0.26% | −1,990−72.6% | Reduced |
| Kaydan Wealth Management, Inc. | 750 | $272.6K | 0.11% | −88−10.5% | Reduced |
| Centennial Bank | 750 | $272.6K | 0.18% | 00.0% | Unchanged |
| Collective Family Office LLC | 752 | $273.3K | 0.11% | +752 | New |
| DHJJ Financial Advisors, Ltd. | 753 | $273.6K | 0.15% | −12−1.6% | Reduced |
| JJJ Advisors Inc. | 735 | $273.8K | 0.08% | +114+18.4% | Added |
| Kapstone Financial Advisors LLC | 742 | $274.3K | 0.25% | 00.0% | Unchanged |
| Elgethun Capital Management | 755 | $274.7K | 0.09% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 962 | $275.0K | 0.12% | 00.0% | Unchanged |
| Financial Insights, Inc. | 758 | $275.5K | 0.11% | −133−14.9% | Reduced |
| Denver Wealth Management, Inc. | 759 | $275.8K | 0.19% | −3−0.4% | Reduced |
| GSB Wealth Management, LLC | 759 | $275.8K | 0.09% | −115−13.2% | Reduced |
| Adirondack Trust Co | 760 | $276.2K | 0.14% | 00.0% | Unchanged |
| Benin Management CORP | 760 | $276.2K | 0.10% | 00.0% | Unchanged |
| F/M Investments LLC | 760 | $276.2K | 0.28% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 763 | $277.3K | 0.03% | −19−2.4% | Reduced |
| Washington Trust Advisors, Inc. | 764 | $277.6K | 0.03% | −145−16.0% | Reduced |
| CM Wealth Advisors LLC | 758 | $278.0K | 0.05% | +70+10.2% | Added |
| Running Point Capital Advisors, LLC | 767 | $278.7K | 0.17% | +5+0.7% | Added |
| Greatmark Investment Partners, Inc. | 769 | $279.5K | 0.05% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 769 | $279.8K | 0.01% | −16−2.0% | Reduced |
| Virtus Investment Advisers, Inc. | 773 | $280.9K | 0.20% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 774 | $281.3K | 0.08% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 775 | $281.6K | 0.29% | 00.0% | Unchanged |
| Keebeck Alpha, LP | 776 | $282.0K | 0.33% | +776 | New |
| Single Point Partners, LLC | 780 | $283.0K | 0.06% | −48−5.8% | Reduced |
| Asset Allocation & Management Company, LLC | 780 | $283.0K | 0.11% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 781 | $283.8K | 0.02% | +90+13.0% | Added |
| City State Bank | 782 | $284.0K | 0.16% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 784 | $284.9K | 0.14% | +734+1,468.0% | Added |
| Mark Sheptoff Financial Planning, LLC | 785 | $285.3K | 0.17% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 2,735 | $285.8K | 0.01% | −10,038−78.6% | Reduced |
| Lazard Freres Gestion S.A.S. | 940 | $286.0K | 0.01% | −46−4.7% | Reduced |
| Abundance Wealth Counselors | 788 | $286.0K | 0.07% | −41−4.9% | Reduced |
| Chemung Canal Trust Co | 789 | $286.7K | 0.07% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 790 | $287.1K | 0.10% | −25−3.1% | Reduced |
| FinTrust Capital Advisors, LLC | 826 | $287.2K | 0.07% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 791 | $287.5K | 0.26% | −50−5.9% | Reduced |
| Tremblant Capital Group | 794 | $288.5K | 0.03% | +103+14.9% | Added |
| Pinnacle Bancorp, Inc. | 796 | $289.3K | 0.11% | 00.0% | Unchanged |