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; 3,634 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 |
|---|---|---|---|---|---|
| Triad Financial Advisors, Inc. | 796 | $289.3K | 0.13% | −2−0.3% | Reduced |
| Compagnie Lombard Odier SCmA | 800 | $290.7K | 0.01% | −4,124−83.8% | Reduced |
| Golden Green, Inc. | 800 | $290.7K | 0.34% | −1,709−68.1% | Reduced |
| Orgel Wealth Management, LLC | 801 | $291.1K | 0.01% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 805 | $292.5K | 0.21% | +100+14.2% | Added |
| Mountain Pacific Investment Advisers Inc | 806 | $292.9K | 0.02% | 00.0% | Unchanged |
| TCWP LLC | 807 | $293.3K | 0.06% | −627−43.7% | Reduced |
| Sigma Investment Counselors Inc | 808 | $293.7K | 0.02% | +98+13.8% | Added |
| Wharton Business Group, LLC | 811 | $294.0K | 0.02% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 810 | $294.4K | 0.16% | −25−3.0% | Reduced |
| Tamar Securities, LLC | 810 | $294.4K | 0.08% | −2−0.2% | Reduced |
| Noesis Capital Mangement Corp | 813 | $295.0K | 0.07% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 815 | $296.2K | 0.82% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 819 | $297.6K | 0.14% | +12+1.5% | Added |
| Navalign, LLC | 822 | $298.7K | 0.12% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 822 | $298.7K | 0.24% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 822 | $298.7K | 0.01% | −112−12.0% | Reduced |
| Woodward Diversified Capital, LLC | 823 | $299.1K | 0.24% | +1+0.1% | Added |
| Verity Asset Management, Inc. | 824 | $299.4K | 0.18% | −57−6.5% | Reduced |
| Tufton Capital Management | 825 | $299.8K | 0.06% | +25+3.1% | Added |
| GDS Wealth Management | 826 | $300.2K | 0.05% | +74+9.8% | Added |
| Canvas Wealth Advisors, LLC | 805 | $300.8K | 0.13% | +16+2.0% | Added |
| Financial Engines Advisors L.L.C. | 828 | $300.8K | 0.00% | −145−14.9% | Reduced |
| TFB Advisors LLC | 829 | $301.3K | 0.23% | −16−1.9% | Reduced |
| Montis Financial, LLC | 829 | $301.3K | 0.23% | +19+2.3% | Added |
| Eagle Bay Advisors LLC | 830 | $301.6K | 0.17% | −239−22.4% | Reduced |
| Atlas Wealth Partners, LLC | 820 | $302.0K | 2.10% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 831 | $302.1K | 0.24% | +29+3.6% | Added |
| TRUE Private Wealth Advisors | 834 | $303.2K | 0.04% | −68−7.5% | Reduced |
| Oldfather Financial Services, LLC | 837 | $304.2K | 0.16% | +17+2.1% | Added |
| Tiemann Investment Advisors, LLC | 842 | $306.0K | 0.17% | 00.0% | Unchanged |
| Alera Investment Advisors, LLC | 844 | $306.7K | 0.07% | +147+21.1% | Added |
| Werba Rubin Papier Wealth Management | 844 | $306.9K | 0.12% | +5+0.6% | Added |
| Gitterman Wealth Management, LLC | 845 | $307.1K | 0.15% | +845 | New |
| Kathleen S. Wright Associates Inc. | 846 | $307.4K | 0.20% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 849 | $308.6K | 0.09% | +21+2.5% | Added |
| Crestmont Private Wealth LLC | 852 | $309.6K | 0.20% | +121+16.6% | Added |
| Stonebridge Capital Advisors LLC | 856 | $311.1K | 0.04% | −15−1.7% | Reduced |
| Woodstock Corp | 859 | $312.2K | 0.04% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 822 | $312.4K | 0.13% | +222+37.0% | Added |
| Lakeside Advisors, INC. | 860 | $312.5K | 0.24% | −40−4.4% | Reduced |
| Heck Capital Advisors, LLC | 860 | $312.5K | 0.06% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 862 | $313.0K | 0.01% | −3,049−78.0% | Reduced |
| Coho Partners, Ltd. | 863 | $313.6K | 0.01% | −25−2.8% | Reduced |
| Sage Private Wealth Group, LLC | 863 | $314.0K | 0.36% | −66−7.1% | Reduced |
| Strategy Asset Managers LLC | 864 | $314.0K | 0.08% | −77−8.2% | Reduced |
| Endowment Wealth Management, Inc. | 865 | $314.2K | 0.32% | −23−2.6% | Reduced |
| MGO Private Wealth, LLC | 867 | $315.1K | 0.25% | +29+3.5% | Added |
| Horan Capital Advisors, LLC. | 867 | $315.1K | 0.13% | +201+30.2% | Added |
| Parthenon LLC | 868 | $315.4K | 0.05% | 00.0% | Unchanged |
| Ossiam | 868 | $315.4K | 0.01% | +399+85.1% | Added |
| DT Investment Partners, LLC | 831 | $315.7K | 0.04% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 873 | $317.3K | 0.40% | +19+2.2% | Added |
| Capstone Financial Advisors, Inc. | 873 | $317.4K | 0.03% | −426−32.8% | Reduced |
| Intrinsic Value Partners, LLC | 875 | $318.0K | 0.43% | −25−2.8% | Reduced |
| Imprint Wealth LLC | 848 | $318.3K | 0.21% | +848 | New |
| Luts & Greenleigh Group, Inc | 882 | $320.4K | 0.41% | +9+1.0% | Added |
| Fortitude Advisory Group L.L.C. | 882 | $320.5K | 0.25% | −27−3.0% | Reduced |
| Corton Capital Inc. | 882 | $320.5K | 0.22% | −858−49.3% | Reduced |
| Parcion Private Wealth LLC | 883 | $320.9K | 0.03% | +883 | New |
| True North Advisors, LLC | 883 | $321.1K | 0.10% | +63+7.7% | Added |
| GM Advisory Group, Inc. | 884 | $321.3K | 0.03% | +13+1.5% | Added |
| Daymark Wealth Partners, LLC | 886 | $322.0K | 0.04% | −285−24.3% | Reduced |
| Joel Isaacson & Co., LLC | 888 | $322.7K | 0.02% | +65+7.9% | Added |
| Alerus Financial NA | 890 | $323.4K | 0.03% | −867−49.3% | Reduced |
| Hexagon Capital Partners LLC | 892 | $324.2K | 0.09% | −38−4.1% | Reduced |
| Lipe & Dalton | 900 | $327.0K | 0.19% | 00.0% | Unchanged |
| Hamilton Capital Partners Inc. | 900 | $327.1K | 0.12% | −400−30.8% | Reduced |
| Constitution Capital LLC | 900 | $327.1K | 0.20% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 682 | $328.4K | 0.25% | +682 | New |
| Cerro Pacific Wealth Advisors LLC | 905 | $328.8K | 0.18% | −892−49.6% | Reduced |
| Spotlight Asset Group, Inc. | 1,088 | $329.0K | 0.33% | +1,088 | New |
| Fortis Capital Advisors, LLC | 906 | $329.2K | 0.18% | −69−7.1% | Reduced |
| Baystate Wealth Management LLC | 907 | $329.7K | 0.03% | +5+0.6% | Added |
| Gillespie Robinson & Grimm Inc | 915 | $332.5K | 0.03% | +915 | New |
| LaSalle St. Investment Advisors, LLC | 918 | $333.0K | 0.15% | +918 | New |
| United Bank | 917 | $333.2K | 0.04% | +12+1.3% | Added |
| Continental Investors Services, Inc. | 918 | $333.6K | 0.94% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 924 | $335.8K | 0.04% | 00.0% | Unchanged |
| Janney Capital Management LLC | 925 | $336.0K | 0.03% | +316+51.9% | Added |
| Brady Family Wealth, LLC | 925 | $336.2K | 0.13% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 926 | $336.6K | 0.20% | −14−1.5% | Reduced |
| Prosperity Consulting Group, LLC | 930 | $338.1K | 0.21% | −99−9.6% | Reduced |
| Lodestone Wealth Management LLC | 934 | $339.4K | 0.26% | +96+11.5% | Added |
| Fort, L.P. | 936 | $340.2K | 0.88% | −352−27.3% | Reduced |
| Campbell Wealth Management | 942 | $342.0K | 0.04% | −10−1.1% | Reduced |
| Waters Parkerson & Co., LLC | 942 | $342.0K | 0.02% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 944 | $343.1K | 0.04% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 932 | $344.5K | 0.07% | +932 | New |
| Townsend Asset Management Corp | 949 | $344.9K | 0.18% | +47+5.2% | Added |
| Godshalk Welsh Capital Management, Inc. | 950 | $345.2K | 0.24% | 00.0% | Unchanged |
| Soltis Investment Advisors LLC | 956 | $347.3K | 0.04% | +94+10.9% | Added |
| Gratus Capital LLC | 957 | $347.7K | 0.03% | +957 | New |
| LVM Capital Management Ltd | 961 | $349.0K | 0.05% | −25−2.5% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 962 | $349.6K | 0.13% | −602−38.5% | Reduced |
| Oberweis Asset Management Inc | 965 | $350.7K | 0.05% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 966 | $351.1K | 0.24% | −1,137−54.1% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 968 | $351.8K | 0.47% | −84−8.0% | Reduced |
| Insight Advisors, LLC | 974 | $354.0K | 0.08% | −705−42.0% | Reduced |
| Cohen & Steers, Inc. | 973 | $354.0K | 0.00% | +104+12.0% | Added |