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 |
|---|---|---|---|---|---|
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,408 | $511.7K | 0.19% | +150+11.9% | Added |
| Valmark Advisers, Inc. | 1,409 | $511.9K | 0.01% | +78+5.9% | Added |
| New Jersey Better Educational Savings Trust | 1,409 | $512.0K | 1.38% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,410 | $512.3K | 0.11% | −70−4.7% | Reduced |
| Firethorn Wealth Partners, LLC | 1,353 | $514.0K | 0.40% | −29−2.1% | Reduced |
| Crewe Advisors LLC | 1,415 | $514.2K | 0.08% | +301+27.0% | Added |
| Partners Group Holding AG | 1,419 | $515.7K | 0.04% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 1,421 | $516.4K | 0.44% | −307−17.8% | Reduced |
| Glassman Wealth Services | 1,422 | $516.8K | 0.09% | −1,510−51.5% | Reduced |
| Amplius Wealth Advisors, LLC | 1,425 | $517.9K | 0.07% | +59+4.3% | Added |
| Kolinsky Wealth Management, LLC | 1,427 | $519.0K | 0.55% | −184−11.4% | Reduced |
| Central Asset Investments & Management Holdings (HK) Ltd | 1,436 | $521.9K | 0.55% | +500+53.4% | Added |
| MV Capital Management, Inc. | 1,444 | $524.8K | 0.07% | +31+2.2% | Added |
| Smith Chas P & Associates Pa Cpas | 1,447 | $526.0K | 0.04% | −8−0.5% | Reduced |
| Lowe Brockenbrough & Co Inc | 1,448 | $526.2K | 0.04% | −242−14.3% | Reduced |
| Private Capital Management, LLC | 1,452 | $527.5K | 0.06% | +1+0.1% | Added |
| REDW Wealth LLC | 1,452 | $527.7K | 0.17% | 00.0% | Unchanged |
| Park Place Capital Corp | 1,457 | $529.5K | 0.15% | −619−29.8% | Reduced |
| Hirtle Callaghan & Co LLC | 1,461 | $530.9K | 0.03% | −5,380−78.6% | Reduced |
| Webster Bank, N. A. | 1,461 | $530.9K | 0.07% | −100−6.4% | Reduced |
| Icapital Wealth LLC | 1,465 | $532.4K | 0.36% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 1,468 | $533.4K | 0.16% | +215+17.2% | Added |
| Advus Financial Partners, LLC | 1,470 | $534.1K | 0.22% | +43+3.0% | Added |
| Per Stirling Capital Management, LLC. | 1,470 | $534.2K | 0.12% | −172−10.5% | Reduced |
| LGL Partners, LLC | 1,486 | $540.1K | 0.09% | 00.0% | Unchanged |
| JT Stratford LLC | 1,498 | $544.4K | 0.16% | +167+12.5% | Added |
| Levin Capital Strategies, L.P. | 1,500 | $545.1K | 0.07% | 00.0% | Unchanged |
| Walter Public Investments Inc. | 1,500 | $545.1K | 0.16% | 00.0% | Unchanged |
| PMC FIG Opportunities LLC | 1,500 | $545.1K | 3.48% | +1,500 | New |
| Axq Capital, LP | 1,500 | $545.1K | 0.22% | +1,500 | New |
| Sonora Investment Management Group, LLC | 1,503 | $546.3K | 0.05% | −238−13.7% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,506 | $547.0K | 0.29% | 00.0% | Unchanged |
| Davy Global Fund Management Ltd | 1,508 | $548.0K | 0.11% | +14+0.9% | Added |
| Vista Wealth Management Group, LLC | 1,510 | $548.9K | 0.06% | +724+92.1% | Added |
| Interchange Capital Partners, LLC | 1,498 | $549.4K | 0.30% | +1,498 | New |
| Marino, Stram & Associates LLC | 1,513 | $549.8K | 0.17% | +66+4.6% | Added |
| High Net Worth Advisory Group LLC | 1,516 | $550.9K | 0.22% | +46+3.1% | Added |
| Stonnington Group, LLC | 1,495 | $552.6K | 0.14% | +10+0.7% | Added |
| Latitude Advisors, LLC | 1,522 | $553.0K | 0.40% | −374−19.7% | Reduced |
| Wedge Capital Management L L P | 1,526 | $554.6K | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,527 | $555.0K | 0.05% | +140+10.1% | Added |
| 180 Wealth Advisors, LLC | 1,529 | $555.7K | 0.13% | +199+15.0% | Added |
| Riverwater Partners LLC | 1,530 | $556.0K | 0.51% | −25−1.6% | Reduced |
| MJP Associates Inc | 1,531 | $556.5K | 0.17% | −13−0.8% | Reduced |
| Wealth Architects, LLC | 1,534 | $557.4K | 0.10% | +38+2.5% | Added |
| Fithian, LLC | 1,540 | $559.7K | 1.17% | 00.0% | Unchanged |
| Callan Capital, LLC | 1,544 | $561.1K | 0.06% | +35+2.3% | Added |
| Blueshift Asset Management, LLC | 1,547 | $562.2K | 0.23% | −1,669−51.9% | Reduced |
| First Business Financial Services, Inc. | 1,547 | $562.2K | 0.07% | +25+1.6% | Added |
| Goldstein Advisors, LLC | 1,552 | $564.0K | 0.12% | +197+14.5% | Added |
| Capula Management Ltd | 1,552 | $564.0K | 0.05% | −7,144−82.2% | Reduced |
| Baldwin Investment Management, LLC | 1,553 | $564.4K | 0.10% | −47−2.9% | Reduced |
| Means Investment Co., Inc. | 1,564 | $568.4K | 0.10% | +2+0.1% | Added |
| Quantum Financial Advisors, LLC | 1,565 | $568.8K | 0.18% | 00.0% | Unchanged |
| Cedrus LLC | 1,569 | $570.2K | 0.40% | −48−3.0% | Reduced |
| Madison Asset Management, LLC | 1,570 | $570.6K | 0.01% | −3−0.2% | Reduced |
| E Fund Management Co., Ltd. | 1,572 | $571.0K | 0.04% | −6,921−81.5% | Reduced |
| Beaton Management Co. Inc. | 1,572 | $571.0K | 0.39% | 00.0% | Unchanged |
| First Affirmative Financial Network | 1,573 | $571.7K | 0.66% | +164+11.6% | Added |
| Capricorn Fund Managers Ltd | 1,576 | $572.7K | 0.18% | −1,280−44.8% | Reduced |
| Ethos Financial Group, LLC | 1,576 | $572.8K | 0.18% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 1,579 | $573.7K | 0.14% | −52−3.2% | Reduced |
| SignalPoint Asset Management, LLC | 1,582 | $575.0K | 0.19% | −52−3.2% | Reduced |
| Absher Wealth Management, LLC | 1,587 | $576.6K | 0.10% | −232−12.8% | Reduced |
| Consilio Wealth Advisors, LLC | 1,588 | $577.1K | 0.33% | +25+1.6% | Added |
| Lion Street Advisors, LLC | 1,594 | $579.3K | 0.18% | +250+18.6% | Added |
| Hartford Funds Management Co LLC | 1,594 | $579.6K | 0.06% | +60+3.9% | Added |
| SP Asset Management LLC | 1,595 | $579.7K | 0.07% | +2+0.1% | Added |
| Dividend Assets Capital, LLC | 1,670 | $581.0K | 0.12% | 00.0% | Unchanged |
| Prentiss Smith & Co Inc | 1,605 | $583.3K | 0.43% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 1,611 | $585.5K | 0.44% | −321−16.6% | Reduced |
| Hemington Wealth Management | 1,614 | $586.0K | 0.24% | +4+0.2% | Added |
| M. Kraus & Co | 1,618 | $588.1K | 0.21% | 00.0% | Unchanged |
| WBH Advisory Inc | 1,625 | $590.5K | 0.07% | +1,625 | New |
| Syntegra Private Wealth Group, LLC | 1,627 | $591.3K | 0.11% | +11+0.7% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,630 | $592.4K | 0.18% | −9−0.5% | Reduced |
| Vigilare Wealth Management | 1,632 | $593.1K | 0.33% | +1+0.1% | Added |
| Clarity Wealth Advisors, LLC | 1,641 | $596.3K | 0.30% | +4+0.2% | Added |
| Cary Street Partner Investment Advisory LLC | 1,644 | $597.5K | 0.04% | −205−11.1% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,649 | $599.1K | 0.33% | −29−1.7% | Reduced |
| Ninepoint Partners LP | 1,649 | $599.3K | 0.08% | +225+15.8% | Added |
| Tevis Investment Management | 1,650 | $599.6K | 0.61% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,651 | $600.0K | 0.05% | −1−0.1% | Reduced |
| Intrua Financial, LLC | 1,571 | $600.0K | 0.13% | −321−17.0% | Reduced |
| Clear Street Markets LLC | 1,656 | $602.0K | 0.17% | −65−3.8% | Reduced |
| Elevated Capital Advisors, LLC | 1,660 | $603.4K | 0.22% | +5+0.3% | Added |
| Salomon & Ludwin, LLC | 1,662 | $604.0K | 0.07% | 00.0% | Unchanged |
| HighVista Strategies LLC | 1,670 | $606.9K | 0.49% | −35,524−95.5% | Reduced |
| Diligent Investors, LLC | 1,671 | $607.3K | 0.19% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,672 | $607.6K | 0.16% | +100+6.4% | Added |
| Vicus Capital | 1,675 | $608.8K | 0.07% | −8−0.5% | Reduced |
| Resurgent Financial Advisors LLC | 1,677 | $609.4K | 0.41% | −40−2.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 1,681 | $610.9K | 0.61% | −2,522−60.0% | Reduced |
| Callan Family Office, LLC | 1,683 | $611.6K | 0.15% | +60+3.7% | Added |
| Harvest Portfolios Group Inc. | 1,686 | $612.7K | 0.03% | −72−4.1% | Reduced |
| Old Port Advisors | 1,688 | $614.5K | 0.22% | −45−2.6% | Reduced |
| Cascade Investment Group, Inc. | 1,691 | $614.5K | 0.61% | −50−2.9% | Reduced |
| Private Portfolio Partners LLC | 1,694 | $615.5K | 0.17% | −142−7.7% | Reduced |
| Eudaimonia Partners, LLC | 1,696 | $616.4K | 0.15% | −119−6.6% | Reduced |
| Paradigm Asset Management Co LLC | 1,699 | $617.4K | 0.17% | 00.0% | Unchanged |