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 |
|---|---|---|---|---|---|
| Hudock, Inc. | 975 | $354.4K | 0.09% | −39−3.8% | Reduced |
| Gemmer Asset Management LLC | 979 | $355.8K | 0.05% | +14+1.5% | Added |
| X-Square Capital, LLC | 980 | $356.0K | 0.21% | −122−11.1% | Reduced |
| Parsec Financial Management, Inc. | 982 | $356.7K | 0.02% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 982 | $356.9K | 0.27% | −166−14.5% | Reduced |
| Founders Financial Alliance, LLC | 979 | $358.6K | 0.18% | −5−0.5% | Reduced |
| MSH Capital Advisors LLC | 987 | $358.6K | 0.15% | +1+0.1% | Added |
| Lee Danner & Bass Inc | 987 | $359.0K | 0.03% | 00.0% | Unchanged |
| Summit Financial Wealth Advisors, LLC | 988 | $359.0K | 0.09% | 00.0% | Unchanged |
| Fragasso Group Inc. | 988 | $359.1K | 0.04% | −38−3.7% | Reduced |
| Hyperion Partners, LLC | 992 | $360.5K | 0.32% | +182+22.5% | Added |
| Kanen Wealth Management LLC | 1,000 | $363.4K | 0.25% | 00.0% | Unchanged |
| Renasant Bank | 1,001 | $363.8K | 0.28% | −680−40.5% | Reduced |
| VisionPoint Advisory Group, LLC | 969 | $364.5K | 0.16% | +5+0.5% | Added |
| Silicon Valley Capital Partners | 1,004 | $364.9K | 0.08% | +1+0.1% | Added |
| FLC Capital Advisors | 1,006 | $365.6K | 0.11% | 00.0% | Unchanged |
| Sargent Investment Group, LLC | 1,002 | $367.2K | 0.10% | +56+5.9% | Added |
| Opal Wealth Advisors, LLC | 1,011 | $367.4K | 0.21% | −24−2.3% | Reduced |
| Bedel Financial Consulting, Inc. | 1,013 | $368.1K | 0.09% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 1,016 | $369.2K | 0.25% | +13+1.3% | Added |
| Keudell/Morrison Wealth Management | 1,016 | $369.2K | 0.11% | +23+2.3% | Added |
| Grey Street Capital, LLC | 1,017 | $369.6K | 0.26% | +1,017 | New |
| Verus Capital Partners, LLC | 1,018 | $370.0K | 0.06% | −74−6.8% | Reduced |
| Eads & Heald Wealth Management | 1,017 | $370.0K | 0.18% | +107+11.8% | Added |
| Peninsula Wealth, LLC | 1,018 | $370.1K | 0.11% | +54+5.6% | Added |
| Rappaport Reiches Capital Management, LLC | 1,024 | $372.1K | 0.17% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,027 | $373.2K | 0.14% | −19−1.8% | Reduced |
| LWM Advisory Services, LLC | 1,026 | $373.3K | 0.40% | +1+0.1% | Added |
| Range Financial Group LLC | 1,031 | $374.7K | 0.25% | −68−6.2% | Reduced |
| American Financial Advisors, LLC | 1,032 | $375.1K | 0.06% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 1,034 | $375.8K | 0.15% | +1,034 | New |
| Burns J W & Co Inc | 1,036 | $376.0K | 0.06% | +155+17.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,035 | $376.1K | 0.04% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 1,038 | $377.2K | 0.09% | 00.0% | Unchanged |
| Merlin Capital LLC | 1,038 | $377.2K | 1.37% | −157−13.1% | Reduced |
| Fortis Advisors, LLC | 1,039 | $377.6K | 0.25% | 00.0% | Unchanged |
| Covestor Ltd | 1,039 | $378.0K | 0.33% | −252−19.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,042 | $378.7K | 0.05% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 1,043 | $379.0K | 0.04% | +148+16.5% | Added |
| Redwood Financial Network Corp | 1,044 | $379.3K | 0.39% | 00.0% | Unchanged |
| Mairs & Power Inc | 1,046 | $380.1K | 0.00% | +311+42.3% | Added |
| Davidson Trust Co | 1,047 | $380.5K | 0.29% | +1,047 | New |
| Cable Hill Partners, LLC | 1,048 | $380.9K | 0.06% | +263+33.5% | Added |
| Somerset Trust Co | 1,049 | $381.2K | 0.17% | +5+0.5% | Added |
| OneAscent Financial Services LLC | 1,052 | $382.0K | 0.16% | −182−14.7% | Reduced |
| Select Asset Management & Trust | 1,052 | $382.0K | 0.34% | +55+5.5% | Added |
| Global Assets Advisory, LLC | 1,034 | $385.5K | 0.39% | +7+0.7% | Added |
| Lantz Financial LLC | 1,063 | $386.3K | 0.16% | −69−6.1% | Reduced |
| Summit Asset Management, LLC | 1,065 | $387.0K | 0.11% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,065 | $387.0K | 0.39% | +9+0.9% | Added |
| Golden State Equity Partners | 1,066 | $387.4K | 0.21% | +1,066 | New |
| Lineweaver Wealth Advisors, LLC | 1,065 | $387.9K | 0.12% | +23+2.2% | Added |
| Horst & Graben Wealth Management LLC | 1,068 | $388.0K | 0.10% | −540−33.6% | Reduced |
| NTV Asset Management LLC | 1,074 | $390.3K | 0.07% | +52+5.1% | Added |
| Auxano Advisors, LLC | 1,077 | $391.5K | 0.16% | −3−0.3% | Reduced |
| RWM Asset Management, LLC | 1,078 | $391.8K | 0.08% | +14+1.3% | Added |
| Wealth Dimensions Group, Ltd. | 1,080 | $392.4K | 0.15% | −465−30.1% | Reduced |
| Consolidated Capital Management, LLC | 1,080 | $392.5K | 0.21% | −54−4.8% | Reduced |
| Larson Financial Group LLC | 1,085 | $394.4K | 0.04% | +374+52.6% | Added |
| Willow Creek Wealth Management Inc. | 1,086 | $394.7K | 0.06% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,087 | $395.0K | 0.06% | −8−0.7% | Reduced |
| Marex Group plc | 1,090 | $396.1K | 0.05% | −1,803−62.3% | Reduced |
| Orion Capital Management LLC | 1,094 | $397.6K | 0.27% | −141−11.4% | Reduced |
| Wallace Capital Management Inc. | 1,100 | $399.8K | 0.07% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 1,100 | $399.8K | 0.14% | 00.0% | Unchanged |
| NWF Advisory Services Inc. | 1,017 | $400.0K | 0.09% | +1,017 | New |
| Salem Investment Counselors Inc | 1,104 | $401.3K | 0.02% | +68+6.6% | Added |
| Tradition Wealth Management, LLC | 1,107 | $402.0K | 0.05% | −39−3.4% | Reduced |
| Contravisory Investment Management, Inc. | 1,109 | $403.0K | 0.11% | −3−0.3% | Reduced |
| Fernwood Investment Management, LLC | 1,109 | $403.0K | 0.15% | +30+2.8% | Added |
| Granite Harbor Advisors, Inc. | 1,111 | $403.7K | 0.37% | +167+17.7% | Added |
| Park National Corp | 1,112 | $404.1K | 0.02% | −108−8.9% | Reduced |
| Baker Avenue Asset Management, LP | 1,113 | $404.5K | 0.02% | −378−25.4% | Reduced |
| Krilogy Financial LLC | 1,118 | $406.3K | 0.03% | +7+0.6% | Added |
| Crew Capital Management, Ltd. | 1,119 | $406.7K | 0.58% | +6+0.5% | Added |
| ZWJ Investment Counsel Inc | 1,120 | $406.9K | 0.02% | −230−17.0% | Reduced |
| Claret Asset Management Corp | 1,119 | $407.0K | 0.08% | −1−0.1% | Reduced |
| Conestoga Capital Advisors, LLC | 1,120 | $407.0K | 0.01% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,124 | $408.5K | 0.02% | −743−39.8% | Reduced |
| Centurion Wealth Management LLC | 1,126 | $409.1K | 0.21% | +54+5.0% | Added |
| Sage Rhino Capital LLC | 1,126 | $409.2K | 0.12% | +101+9.9% | Added |
| Horiko Capital Management LLC | 1,130 | $410.7K | 0.25% | −330−22.6% | Reduced |
| Connective Portfolio Management, LLC | 1,135 | $412.0K | 1.31% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 1,135 | $412.5K | 0.04% | −17−1.5% | Reduced |
| Westmount Partners, LLC | 1,135 | $412.5K | 0.19% | −17−1.5% | Reduced |
| Arcus Capital Partners, LLC | 1,141 | $414.6K | 0.14% | 00.0% | Unchanged |
| Albion Financial Group | 1,144 | $415.7K | 0.04% | +19+1.7% | Added |
| Redhawk Wealth Advisors, Inc. | 1,148 | $417.1K | 0.14% | +88+8.3% | Added |
| Buckingham Strategic Partners | 1,148 | $417.4K | 0.03% | −633−35.5% | Reduced |
| Diversified Portfolios, Inc. | 1,150 | $417.9K | 0.09% | −240−17.3% | Reduced |
| Sanders Morris Harris LLC | 1,153 | $419.0K | 0.15% | −2,390−67.5% | Reduced |
| Granite Bay Wealth Management, LLC | 1,156 | $420.0K | 0.29% | +1,156 | New |
| First Command Bank | 1,156 | $420.1K | 0.04% | −3−0.3% | Reduced |
| First Command Financial Services, Inc. | 1,156 | $420.1K | 0.04% | −3−0.3% | Reduced |
| Rock Creek Group, LP | 1,158 | $420.8K | 0.05% | −206−15.1% | Reduced |
| Phillips Wealth Planners LLC | 1,109 | $421.3K | 0.56% | +38+3.5% | Added |
| AlphaStar Capital Management, LLC | 1,160 | $421.6K | 0.04% | −517−30.8% | Reduced |
| Frisch Financial Group, Inc. | 1,165 | $423.0K | 0.16% | −311−21.1% | Reduced |
| Hartford Financial Management Inc. | 1,164 | $423.0K | 0.11% | −6−0.5% | Reduced |
| Prelude Capital Management, LLC | 1,165 | $423.4K | 0.03% | −261−18.3% | Reduced |