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 |
|---|---|---|---|---|---|
| Seven Post Investment Office LP | 1,165 | $423.4K | 0.15% | 00.0% | Unchanged |
| Concord Asset Management, LLC | 1,167 | $424.1K | 0.17% | +1,167 | New |
| Blue Barn Wealth, LLC | 1,168 | $424.5K | 0.26% | +62+5.6% | Added |
| Eisler Capital (UK) Ltd. | 1,173 | $426.3K | 0.04% | −46,621−97.5% | Reduced |
| Objective Capital Management, LLC | 1,176 | $427.4K | 0.39% | −85−6.7% | Reduced |
| NEIRG Wealth Management, LLC | 1,176 | $427.4K | 0.07% | +51+4.5% | Added |
| MBE Wealth Management, LLC | 1,179 | $428.5K | 0.25% | −3−0.3% | Reduced |
| Citadel Investment Advisory, Inc. | 1,180 | $429.0K | 0.29% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,182 | $429.6K | 0.10% | +10+0.9% | Added |
| Campbell & CO Investment Adviser LLC | 1,183 | $429.9K | 0.08% | +1,183 | New |
| Financial Perspectives, Inc | 1,183 | $430.0K | 0.21% | 00.0% | Unchanged |
| Cardinal Strategic Wealth Guidance | 1,191 | $432.8K | 0.20% | −316−21.0% | Reduced |
| Aveo Capital Partners, LLC | 1,194 | $433.9K | 0.06% | +46+4.0% | Added |
| Aries Wealth Management | 1,196 | $434.6K | 0.18% | 00.0% | Unchanged |
| Nwam LLC | 1,199 | $435.9K | 0.04% | −34−2.8% | Reduced |
| Aj Wealth Strategies, LLC | 1,200 | $436.1K | 0.02% | +6+0.5% | Added |
| Sciencast Management LP | 1,150 | $436.3K | 0.58% | +1,150 | New |
| Ausdal Financial Partners, Inc. | 1,207 | $438.8K | 0.06% | +31+2.6% | Added |
| WESPAC Advisors, LLC | 1,211 | $440.1K | 0.41% | −364−23.1% | Reduced |
| ASB Consultores, LLC | 1,214 | $441.2K | 0.18% | −442−26.7% | Reduced |
| Capital Advisors Inc | 1,214 | $441.3K | 0.01% | +304+33.4% | Added |
| FSM Wealth Advisors, LLC | 1,217 | $442.3K | 0.26% | +361+42.2% | Added |
| Ssi Investment Management LLC | 1,220 | $443.4K | 0.03% | −291−19.3% | Reduced |
| Sunflower Bank, N.A. | 1,223 | $444.4K | 0.10% | +24+2.0% | Added |
| Fort Pitt Capital Group, LLC | 1,228 | $446.3K | 0.02% | 00.0% | Unchanged |
| Plancorp, LLC | 1,229 | $446.6K | 0.03% | +12+1.0% | Added |
| New Republic Capital, LLC | 1,229 | $446.8K | 0.34% | +259+26.7% | Added |
| Rede Wealth, LLC | 1,229 | $446.8K | 0.23% | +11+0.9% | Added |
| Key Financial Inc | 1,234 | $448.4K | 0.16% | +100+8.8% | Added |
| TruWealth Advisors, LLC | 1,237 | $449.6K | 0.04% | +12+1.0% | Added |
| Clear Creek Financial Management, LLC | 1,242 | $451.2K | 0.09% | +83+7.2% | Added |
| MCF Advisors LLC | 1,246 | $452.8K | 0.04% | −52−4.0% | Reduced |
| Aristides Capital LLC | 1,250 | $454.3K | 0.29% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,250 | $454.3K | 0.09% | 00.0% | Unchanged |
| LaFleur & Godfrey LLC | 1,250 | $454.3K | 0.07% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 1,254 | $455.7K | 0.02% | +165+15.2% | Added |
| Tanaka Capital Management Inc | 1,256 | $456.0K | 1.32% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 1,255 | $456.2K | 0.02% | −172−12.1% | Reduced |
| Western Pacific Wealth Management, LP | 1,257 | $456.8K | 0.35% | +375+42.5% | Added |
| Milestone Advisory Partners | 1,260 | $457.9K | 0.42% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 1,266 | $460.2K | 0.06% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 1,268 | $460.8K | 0.38% | −8−0.6% | Reduced |
| Pitti Group Wealth Management, LLC | 1,270 | $461.5K | 0.52% | +4+0.3% | Added |
| Fortem Financial Group, LLC | 1,271 | $461.9K | 0.30% | −103−7.5% | Reduced |
| Rothschild Investment Corp | 1,270 | $462.0K | 0.04% | +10+0.8% | Added |
| NBT Bank N A | 1,272 | $462.3K | 0.07% | −57−4.3% | Reduced |
| Mark Stevens | 1,272 | $462.3K | 0.06% | −3−0.2% | Reduced |
| New World Advisors LLC | 1,274 | $463.0K | 0.18% | −2−0.2% | Reduced |
| Berkshire Asset Management LLC | 1,280 | $465.2K | 0.03% | +1,280 | New |
| Boyd Watterson Asset Management LLC | 1,290 | $468.8K | 0.19% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 1,295 | $470.6K | 0.07% | +1,295 | New |
| Full Sail Capital, LLC | 1,296 | $471.0K | 0.04% | +461+55.2% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,298 | $471.7K | 0.03% | −4−0.3% | Reduced |
| Cahaba Wealth Management, Inc. | 1,299 | $472.2K | 0.05% | +1+0.1% | Added |
| MONECO Advisors, LLC | 1,303 | $473.7K | 0.14% | +135+11.6% | Added |
| AlphaQ Advisors LLC | 1,306 | $474.6K | 0.40% | −128−8.9% | Reduced |
| Connecticut Wealth Management, LLC | 1,306 | $474.6K | 0.04% | +265+25.5% | Added |
| OneAscent Wealth Management LLC | 1,306 | $475.0K | 0.19% | −203−13.5% | Reduced |
| KB Financial Partners, LLC | 1,310 | $476.0K | 0.14% | −116−8.1% | Reduced |
| Grandview Asset Management LLC | 1,313 | $477.0K | 0.28% | +2+0.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,312 | $477.0K | 0.32% | +12+0.9% | Added |
| LifeSteps Financial, Inc. | 1,320 | $479.6K | 0.51% | −586−30.7% | Reduced |
| Byrne Asset Management LLC | 1,321 | $480.0K | 0.34% | +7+0.5% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,324 | $481.0K | 0.07% | −5−0.4% | Reduced |
| Magnus Financial Group LLC | 1,325 | $481.4K | 0.07% | +94+7.6% | Added |
| Matisse Capital | 1,325 | $481.5K | 0.31% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 1,333 | $484.5K | 0.26% | −86−6.1% | Reduced |
| Avenue 1 Advisors, LLC | 1,335 | $485.2K | 0.26% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,336 | $485.5K | 0.39% | −63−4.5% | Reduced |
| JMG Financial Group, Ltd. | 1,336 | $486.0K | 0.02% | 00.0% | Unchanged |
| Old North State Trust, LLC | 1,336 | $486.0K | 0.34% | +73+5.8% | Added |
| Granite Investment Partners, LLC | 1,338 | $486.2K | 0.02% | −25−1.8% | Reduced |
| CNB Bank | 1,341 | $487.3K | 0.30% | −9−0.7% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,347 | $489.5K | 0.18% | +7+0.5% | Added |
| Sender Co & Partners, Inc. | 1,347 | $489.5K | 1.78% | +1,347 | New |
| Skylands Capital, LLC | 1,350 | $490.6K | 0.07% | −25−1.8% | Reduced |
| D. Scott Neal, Inc. | 1,350 | $490.6K | 0.27% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 1,351 | $491.0K | 0.12% | −85−5.9% | Reduced |
| Centerpoint Advisors, LLC | 1,350 | $491.0K | 0.21% | +7+0.5% | Added |
| Midwest Financial Group LLC | 1,351 | $491.0K | 0.45% | +1,351 | New |
| Pacitti Group Inc. | 1,353 | $491.5K | 0.36% | +32+2.4% | Added |
| Alterna Wealth Management, Inc | 1,354 | $492.1K | 0.62% | +98+7.8% | Added |
| Northwest Bancshares, Inc. | 1,356 | $492.8K | 0.10% | +52+4.0% | Added |
| Cottonwood Capital Advisors, LLC | 1,358 | $493.5K | 0.45% | +29+2.2% | Added |
| New Capital Management LP | 1,364 | $495.7K | 0.19% | +1,364 | New |
| BCJ Capital Management, LLC | 1,371 | $498.2K | 0.05% | −371−21.3% | Reduced |
| Tarbox Family Office, Inc. | 1,380 | $501.5K | 0.10% | 00.0% | Unchanged |
| Essex LLC | 1,446 | $502.7K | 0.15% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 1,384 | $503.0K | 0.06% | +258+22.9% | Added |
| Symphony Financial, Ltd. Co. | 1,401 | $503.5K | 0.13% | +102+7.9% | Added |
| Sound View Wealth Advisors Group, LLC | 1,386 | $503.7K | 0.07% | −94−6.4% | Reduced |
| Steel Peak Wealth Management LLC | 1,388 | $504.5K | 0.03% | −159−10.3% | Reduced |
| Cordatus Wealth Management LLC | 1,390 | $505.0K | 0.64% | −483−25.8% | Reduced |
| Triangle Securities Wealth Management | 1,390 | $505.1K | 0.18% | −20−1.4% | Reduced |
| Portland Investment Counsel Inc. | 1,391 | $506.0K | 0.23% | 00.0% | Unchanged |
| Norway Savings Bank | 1,396 | $507.3K | 0.26% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 1,397 | $507.7K | 0.07% | −9−0.6% | Reduced |
| Oak Thistle LLC | 1,397 | $507.7K | 0.30% | +1,397 | New |
| SkyOak Wealth, LLC | 1,400 | $508.8K | 0.16% | +190+15.7% | Added |
| First Nebraska Trust Co | 1,401 | $509.1K | 0.06% | 00.0% | Unchanged |