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 |
|---|---|---|---|---|---|
| Winmill & Co. Inc | 10,000 | $3.63M | 1.36% | 00.0% | Unchanged |
| Matthew 25 Management Corp | 10,000 | $3.63M | 1.42% | 00.0% | Unchanged |
| TRB Advisors LP | 10,000 | $3.63M | 1.69% | +10,000 | New |
| PKO Investment Management Joint-Stock Co | 10,000 | $3.63M | 0.48% | +10,000 | New |
| Hikari Power Ltd | 10,000 | $3.63M | 0.37% | 00.0% | Unchanged |
| American Trust | 9,978 | $3.63M | 0.25% | −1,592−13.8% | Reduced |
| Fairview Capital Investment Management, LLC | 9,956 | $3.62M | 0.24% | 00.0% | Unchanged |
| Clarius Group, LLC | 9,952 | $3.62M | 0.31% | −113−1.1% | Reduced |
| CFM Wealth Partners LLC | 9,917 | $3.60M | 1.00% | +40+0.4% | Added |
| Harvey Capital Management Inc | 9,910 | $3.60M | 1.42% | −3,030−23.4% | Reduced |
| Schechter Investment Advisors, LLC | 9,883 | $3.59M | 0.33% | +1,403+16.5% | Added |
| Jasper Ridge Partners, L.P. | 9,871 | $3.59M | 0.17% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 9,862 | $3.58M | 1.07% | +1,983+25.2% | Added |
| Arkadios Wealth Advisors | 9,790 | $3.56M | 0.42% | +1,344+15.9% | Added |
| Trust Asset Management LLC | 9,784 | $3.56M | 0.40% | +53+0.5% | Added |
| Next Century Growth Investors LLC | 9,764 | $3.55M | 0.39% | −225−2.3% | Reduced |
| Bremer Bank National Association | 9,731 | $3.54M | 0.68% | −532−5.2% | Reduced |
| Stonehage Fleming Financial Services Holdings Ltd | 9,814 | $3.53M | 0.23% | −1,028−9.5% | Reduced |
| Little House Capital LLC | 9,673 | $3.52M | 1.65% | +514+5.6% | Added |
| Western Wealth Management, LLC | 9,646 | $3.51M | 0.33% | −173−1.8% | Reduced |
| Thoroughbred Financial Services, LLC | 9,637 | $3.50M | 0.52% | −282−2.8% | Reduced |
| Leelyn Smith, LLC | 9,623 | $3.50M | 0.90% | +513+5.6% | Added |
| Overbrook Management Corp | 9,607 | $3.49M | 0.91% | −215−2.2% | Reduced |
| Dynamic Advisor Solutions LLC | 9,602 | $3.49M | 0.20% | +5,216+118.9% | Added |
| Centre Asset Management, LLC | 9,553 | $3.47M | 0.84% | +156+1.7% | Added |
| Brown Capital Management LLC | 9,535 | $3.47M | 0.05% | −10−0.1% | Reduced |
| BDO Wealth Advisors, LLC | 9,535 | $3.47M | 0.42% | −36−0.4% | Reduced |
| Asset Dedication, LLC | 9,540 | $3.46M | 0.32% | +335+3.6% | Added |
| Gladstone Institutional Advisory LLC | 9,519 | $3.46M | 0.22% | −398−4.0% | Reduced |
| Qtron Investments LLC | 9,495 | $3.45M | 0.71% | +179+1.9% | Added |
| EHP Funds Inc. | 9,490 | $3.45M | 0.76% | +3,870+68.9% | Added |
| Lincoln National Corp | 9,446 | $3.43M | 0.07% | −4,911−34.2% | Reduced |
| Peddock Capital Advisors, LLC | 9,424 | $3.42M | 1.19% | +199+2.2% | Added |
| Executive Wealth Management, LLC | 9,422 | $3.42M | 0.38% | −918−8.9% | Reduced |
| Weik Capital Management | 9,407 | $3.42M | 1.56% | −250−2.6% | Reduced |
| Martin Capital Advisors, LLP | 9,350 | $3.40M | 3.51% | −10−0.1% | Reduced |
| Balentine LLC | 9,331 | $3.39M | 0.11% | −595−6.0% | Reduced |
| Tranquility Partners, LLC | 9,329 | $3.39M | 1.62% | +192+2.1% | Added |
| Duff & Phelps Investment Management Co | 9,289 | $3.38M | 0.04% | 00.0% | Unchanged |
| McKinley Capital Management LLC /Delaware | 9,239 | $3.36M | 0.44% | −407−4.2% | Reduced |
| Oak Family Advisors, LLC | 9,236 | $3.36M | 1.65% | −4,754−34.0% | Reduced |
| United Fire Group Inc | 9,200 | $3.34M | 2.10% | −5,000−35.2% | Reduced |
| Global Trust Asset Management, LLC | 9,195 | $3.34M | 1.59% | +16+0.2% | Added |
| Nixon Peabody Trust Co | 9,167 | $3.33M | 2.33% | +58+0.6% | Added |
| Concentric Capital Strategies, LP | 9,160 | $3.33M | 1.12% | +9,160 | New |
| Apollon Wealth Management, LLC | 9,130 | $3.32M | 0.20% | +556+6.5% | Added |
| Sunbelt Securities, Inc. | 9,154 | $3.29M | 0.53% | −349−3.7% | Reduced |
| Moors & Cabot, Inc. | 9,023 | $3.28M | 0.23% | +238+2.7% | Added |
| V Wealth Advisors LLC | 8,993 | $3.27M | 0.61% | +461+5.4% | Added |
| Schmidt P J Investment Management Inc | 8,729 | $3.26M | 0.68% | +39+0.4% | Added |
| Inspirion Wealth Advisors, LLC | 8,954 | $3.25M | 0.65% | +166+1.9% | Added |
| L.M. Kohn & Company | 8,931 | $3.25M | 1.35% | +271+3.1% | Added |
| Exchange Traded Concepts, LLC | 8,915 | $3.24M | 0.09% | +3,557+66.4% | Added |
| Greenfield Savings Bank | 8,902 | $3.24M | 2.10% | −236−2.6% | Reduced |
| Alliance Wealth Advisors, LLC | 8,832 | $3.21M | 1.29% | +287+3.4% | Added |
| Centric Wealth Management | 8,823 | $3.21M | 1.39% | +257+3.0% | Added |
| Anchor Investment Management, LLC | 8,797 | $3.20M | 0.44% | +70+0.8% | Added |
| Sheaff Brock Investment Advisors, LLC | 8,795 | $3.20M | 0.33% | −442−4.8% | Reduced |
| Orser Capital Management, LLC | 8,764 | $3.18M | 3.65% | +625+7.7% | Added |
| Wealthspire Advisors, LLC | 8,755 | $3.18M | 0.05% | −2,388−21.4% | Reduced |
| Decatur Capital Management, Inc. | 8,739 | $3.18M | 2.39% | −1,651−15.9% | Reduced |
| Ceera Investments, LLC | 8,725 | $3.17M | 2.02% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 8,720 | $3.17M | 0.57% | −97−1.1% | Reduced |
| Legato Capital Management LLC | 8,709 | $3.16M | 0.57% | +265+3.1% | Added |
| Sepio Capital, LP | 8,697 | $3.16M | 0.29% | −430−4.7% | Reduced |
| Marion Wealth Management | 8,629 | $3.14M | 1.17% | +479+5.9% | Added |
| WSFS Capital Management, LLC | 8,604 | $3.13M | 0.33% | −68−0.8% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 8,590 | $3.12M | 1.40% | −429−4.8% | Reduced |
| Williams Jones Wealth Management, LLC. | 8,566 | $3.11M | 0.05% | −302−3.4% | Reduced |
| RMB Capital Management, LLC | 8,538 | $3.10M | 0.11% | +351+4.3% | Added |
| Summit Trail Advisors, LLC | 8,503 | $3.09M | 0.12% | +3,998+88.7% | Added |
| Lyell Wealth Management, LP | 8,458 | $3.07M | 0.43% | +1,240+17.2% | Added |
| Checchi Capital Advisers, LLC | 8,456 | $3.07M | 0.30% | +167+2.0% | Added |
| Twin Capital Management Inc | 8,454 | $3.07M | 0.42% | +1,277+17.8% | Added |
| Piscataqua Savings Bank | 8,454 | $3.07M | 2.62% | −216−2.5% | Reduced |
| Keebeck Wealth Management, LLC | 8,415 | $3.06M | 0.49% | +944+12.6% | Added |
| West Family Investments, Inc. | 8,400 | $3.05M | 1.21% | +6+0.1% | Added |
| New Potomac Partners, LLC | 8,386 | $3.05M | 2.11% | −161−1.9% | Reduced |
| Dana Investment Advisors, Inc. | 8,386 | $3.05M | 0.15% | +1,972+30.7% | Added |
| Lighthouse Investment Partners, LLC | 8,354 | $3.04M | 0.26% | +8,354 | New |
| Smithfield Trust Co | 8,252 | $3.00M | 0.19% | −5−0.1% | Reduced |
| GHP Investment Advisors, Inc. | 8,245 | $3.00M | 0.19% | −56−0.7% | Reduced |
| Quadrant Capital Group LLC | 8,218 | $2.99M | 0.31% | +767+10.3% | Added |
| Kenfarb & Co. | 8,160 | $2.97M | 2.65% | −1,230−13.1% | Reduced |
| RB Capital Management, LLC | 8,145 | $2.96M | 0.97% | +170+2.1% | Added |
| CX Institutional | 8,081 | $2.96M | 0.16% | +4,610+132.8% | Added |
| Mather Group, LLC. | 8,115 | $2.95M | 0.05% | +531+7.0% | Added |
| Peak Asset Management, LLC | 8,106 | $2.95M | 0.72% | −88−1.1% | Reduced |
| Modera Wealth Management, LLC | 8,095 | $2.94M | 0.11% | +200+2.5% | Added |
| Houlihan Financial Resource Group, Ltd. | 8,089 | $2.94M | 1.60% | +49+0.6% | Added |
| Rehmann Capital Advisory Group | 8,086 | $2.94M | 0.28% | +71+0.9% | Added |
| Buckingham Strategic Wealth, LLC | 8,443 | $2.94M | 0.05% | 00.0% | Unchanged |
| CenterBook Partners LP | 8,057 | $2.93M | 0.41% | −2,861−26.2% | Reduced |
| DFPG Investments, LLC | 8,038 | $2.92M | 0.31% | +1,771+28.3% | Added |
| Watershed Asset Management, L.L.C. | 8,035 | $2.92M | 3.54% | −2,840−26.1% | Reduced |
| Northeast Financial Consultants Inc | 8,032 | $2.92M | 0.19% | −1,396−14.8% | Reduced |
| Benchmark Investment Advisors LLC | 8,010 | $2.91M | 2.99% | +2,139+36.4% | Added |
| Prospect Hill Management, LLC | 8,000 | $2.91M | 2.08% | +50+0.6% | Added |
| Silphium Asset Management Ltd | 8,000 | $2.91M | 2.46% | +6,400+400.0% | Added |
| Evergreen Capital Management LLC | 7,973 | $2.90M | 0.13% | +456+6.1% | Added |