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; 3,633 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
- 2,737
- +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
- 1,011 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 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| Peoples Financial Services Corp. | 12,585 | $4.57M | 2.14% | −827−6.2% | Reduced |
| Ingalls & Snyder LLC | 12,577 | $4.57M | 0.24% | −19−0.2% | Reduced |
| Geneva Partners, LLC | 12,563 | $4.57M | 3.91% | +11,601+1,205.9% | Added |
| Berkeley, Inc | 12,556 | $4.56M | 3.31% | −105−0.8% | Reduced |
| Pinnacle Financial Partners Inc | 12,444 | $4.52M | 0.12% | −328−2.6% | Reduced |
| BBR Partners, LLC | 12,438 | $4.52M | 0.52% | +247+2.0% | Added |
| Clough Capital Partners L P | 12,400 | $4.51M | 0.49% | +3,400+37.8% | Added |
| Page Arthur B | 12,394 | $4.50M | 4.22% | −263−2.1% | Reduced |
| First Manhattan Co | 12,380 | $4.50M | 0.02% | +70+0.6% | Added |
| Meeder Advisory Services, Inc. | 12,336 | $4.48M | 0.52% | +172+1.4% | Added |
| Eastern Bank | 12,324 | $4.48M | 0.23% | +33+0.3% | Added |
| Integrated Wealth Concepts LLC | 12,174 | $4.42M | 0.09% | −135−1.1% | Reduced |
| Kesler, Norman & Wride, LLC | 12,132 | $4.41M | 1.11% | +649+5.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 12,245 | $4.40M | 0.33% | −455−3.6% | Reduced |
| Sigma Planning Corp | 12,095 | $4.40M | 0.15% | −370−3.0% | Reduced |
| Altrafin AG | 12,058 | $4.38M | 2.15% | +1,949+19.3% | Added |
| Vetamer Capital Management, L.P. | 12,031 | $4.37M | 6.02% | −2,722−18.5% | Reduced |
| Old National Bancorp | 12,017 | $4.37M | 0.13% | +1,827+17.9% | Added |
| Verdence Capital Advisors LLC | 12,014 | $4.37M | 0.53% | −624−4.9% | Reduced |
| Maven Securities LTD | 12,010 | $4.36M | 0.68% | +10,988+1,075.1% | Added |
| Olstein Capital Management, L.P. | 12,000 | $4.36M | 0.68% | −2,000−14.3% | Reduced |
| Quantbot Technologies LP | 11,938 | $4.34M | 0.31% | +11,149+1,413.1% | Added |
| SYSTM Wealth Solutions LLC | 11,932 | $4.34M | 0.67% | −3,285−21.6% | Reduced |
| Chickasaw Capital Management LLC | 11,880 | $4.32M | 0.23% | −215−1.8% | Reduced |
| 1st Source Bank | 11,849 | $4.31M | 0.29% | −73−0.6% | Reduced |
| Capital Insight Partners, LLC | 11,846 | $4.30M | 1.01% | −160−1.3% | Reduced |
| Bayesian Capital Management, LP | 11,793 | $4.29M | 0.53% | −1,900−13.9% | Reduced |
| Fundsmith Investment Services Ltd. | 11,748 | $4.27M | 0.07% | +11,748 | New |
| Welch Group, LLC | 11,712 | $4.26M | 0.25% | +535+4.8% | Added |
| Y.D. More Investments Ltd | 11,691 | $4.25M | 1.03% | +311+2.7% | Added |
| HB Wealth Management, LLC | 11,580 | $4.21M | 0.07% | +74+0.6% | Added |
| S.E.E.D. Planning Group LLC | 11,577 | $4.21M | 1.62% | +566+5.1% | Added |
| Savant Capital, LLC | 11,530 | $4.19M | 0.08% | +3,922+51.6% | Added |
| Greenline Partners, LLC | 11,529 | $4.19M | 0.80% | +1,846+19.1% | Added |
| McDonough Capital Management, Inc | 11,529 | $4.19M | 4.33% | +110+1.0% | Added |
| Zweig-DiMenna Associates LLC | 11,515 | $4.18M | 0.57% | +915+8.6% | Added |
| Advanced Asset Management Advisors Inc | 11,495 | $4.18M | 1.02% | 00.0% | Unchanged |
| Stokes Capital Advisors, LLC | 11,445 | $4.16M | 1.41% | +1,997+21.1% | Added |
| Leavell Investment Management, Inc. | 11,428 | $4.15M | 0.30% | +50+0.4% | Added |
| Kennedy Investment Group | 11,325 | $4.12M | 2.52% | −998−8.1% | Reduced |
| Fort Sheridan Advisors LLC | 11,302 | $4.11M | 1.04% | +1,717+17.9% | Added |
| Monetta Financial Services Inc | 11,300 | $4.11M | 4.39% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 11,283 | $4.10M | 0.47% | −13,731−54.9% | Reduced |
| NBW Capital LLC | 11,218 | $4.08M | 0.99% | +48+0.4% | Added |
| Stanley-Laman Group, Ltd. | 11,210 | $4.07M | 0.73% | −407−3.5% | Reduced |
| CMH Wealth Management LLC | 11,201 | $4.07M | 1.18% | +49+0.4% | Added |
| Dempze Nancy E | 11,191 | $4.07M | 3.70% | +37+0.3% | Added |
| Ameritas Investment Partners, Inc. | 11,184 | $4.06M | 0.16% | −44−0.4% | Reduced |
| Financial Counselors Inc | 11,183 | $4.06M | 0.09% | −2,093−15.8% | Reduced |
| NovaPoint Capital, LLC | 11,148 | $4.05M | 1.66% | +278+2.6% | Added |
| Concentric Wealth Management, LLC | 11,135 | $4.05M | 1.34% | −205−1.8% | Reduced |
| Yacktman Asset Management LP | 11,130 | $4.04M | 0.04% | +1,150+11.5% | Added |
| Aft, Forsyth & Company, Inc. | 11,091 | $4.03M | 3.12% | −180−1.6% | Reduced |
| Lake Street Advisors Group, LLC | 11,015 | $4.00M | 0.25% | +324+3.0% | Added |
| BancorpSouth Bank | 10,976 | $3.99M | 0.37% | −203−1.8% | Reduced |
| Bancreek Capital Management, LP | 10,934 | $3.97M | 3.35% | −5,917−35.1% | Reduced |
| Jupiter Wealth Management LLC | 10,918 | $3.97M | 3.65% | −1,426−11.6% | Reduced |
| Banco de Sabadell, S.A | 10,895 | $3.96M | 3.31% | −1,382−11.3% | Reduced |
| Old Second National Bank of Aurora | 10,873 | $3.95M | 1.15% | −833−7.1% | Reduced |
| Flputnam Investment Management Co | 10,841 | $3.94M | 0.13% | +253+2.4% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,964 | $3.94M | 0.90% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 10,836 | $3.94M | 0.11% | +10,836 | New |
| Edgestream Partners, L.P. | 10,832 | $3.94M | 0.43% | +9,185+557.7% | Added |
| DoubleLine ETF Adviser LP | 10,791 | $3.92M | 1.67% | +5,460+102.4% | Added |
| Saturna Capital CORP | 10,783 | $3.92M | 0.08% | 00.0% | Unchanged |
| Bank Ozk | 10,779 | $3.92M | 1.94% | +92+0.9% | Added |
| LGT Fund Management Co Ltd. | 10,750 | $3.91M | 1.66% | −2,000−15.7% | Reduced |
| North Star Investment Management Corp. | 10,727 | $3.90M | 0.32% | 00.0% | Unchanged |
| Farmers National Bank | 10,650 | $3.87M | 1.37% | −80−0.7% | Reduced |
| Seven Eight Capital, LP | 10,628 | $3.86M | 0.80% | +9,504+845.6% | Added |
| Boit C F David | 10,340 | $3.85M | 2.63% | 00.0% | Unchanged |
| Barbara Oil Co. | 10,600 | $3.85M | 1.85% | 00.0% | Unchanged |
| Elite Wealth Management, Inc. | 10,594 | $3.85M | 1.69% | −190−1.8% | Reduced |
| IHT Wealth Management, LLC | 10,579 | $3.84M | 0.22% | +179+1.7% | Added |
| Monetary Management Group Inc | 10,570 | $3.84M | 1.13% | −225−2.1% | Reduced |
| Ignite Planners, LLC | 10,659 | $3.84M | 1.58% | −228−2.1% | Reduced |
| Vanguard Capital Wealth Advisors | 10,520 | $3.82M | 3.81% | +15+0.1% | Added |
| Calamos Wealth Management LLC | 10,478 | $3.81M | 0.30% | +115+1.1% | Added |
| Sequoia Financial Advisors, LLC | 10,460 | $3.80M | 0.08% | −62−0.6% | Reduced |
| Citizens & Northern Corp | 10,452 | $3.80M | 1.48% | +11+0.1% | Added |
| ICW Investment Advisors LLC | 10,445 | $3.80M | 2.16% | +80+0.8% | Added |
| Profund Advisors LLC | 10,444 | $3.80M | 0.23% | +1,322+14.5% | Added |
| Grandfield & Dodd, LLC | 10,438 | $3.79M | 0.27% | +120+1.2% | Added |
| Bahl & Gaynor Inc | 10,425 | $3.79M | 0.02% | −153−1.4% | Reduced |
| Rockingstone Advisors LLC | 10,391 | $3.78M | 2.30% | −328−3.1% | Reduced |
| Goelzer Investment Management, Inc. | 10,387 | $3.77M | 0.33% | −381−3.5% | Reduced |
| Cigna Investments Inc | 10,375 | $3.77M | 0.75% | −204−1.9% | Reduced |
| Wolf Group Capital Advisors | 10,354 | $3.76M | 1.87% | −1,019−9.0% | Reduced |
| FourThought Financial Partners, LLC | 10,352 | $3.76M | 0.52% | −8−0.1% | Reduced |
| Mitchell Capital Management Co | 10,352 | $3.76M | 0.93% | +164+1.6% | Added |
| Institute for Wealth Management, LLC. | 10,342 | $3.76M | 0.73% | −225−2.1% | Reduced |
| Citizens Business Bank | 10,339 | $3.76M | 0.87% | −519−4.8% | Reduced |
| WD Rutherford LLC | 10,277 | $3.73M | 2.63% | −105−1.0% | Reduced |
| Cohen Lawrence B | 10,265 | $3.73M | 2.50% | −601−5.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 10,365 | $3.72M | 2.16% | −145−1.4% | Reduced |
| Fund Management at Engine No. 1 LLC | 10,233 | $3.72M | 0.75% | +888+9.5% | Added |
| Segall Bryant & Hamill, LLC | 10,218 | $3.71M | 0.04% | −87−0.8% | Reduced |
| Patton Albertson Miller Group, LLC | 10,202 | $3.71M | 0.68% | +390+4.0% | Added |
| Washington Trust Bank | 10,096 | $3.67M | 0.39% | +98+1.0% | Added |
| AMS Capital Ltda | 10,040 | $3.65M | 6.10% | −6,575−39.6% | Reduced |