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 |
|---|---|---|---|---|---|
| Bulltick Wealth Management, LLC | 6,201 | $2.25M | 0.59% | +416+7.2% | Added |
| L & S Advisors Inc | 6,198 | $2.25M | 0.32% | +435+7.5% | Added |
| Brookfield Asset Management Inc. | 6,168 | $2.24M | 0.01% | −45,036−88.0% | Reduced |
| Bank of Hawaii | 6,143 | $2.23M | 0.13% | −30−0.5% | Reduced |
| RiverPark Advisors, LLC | 6,130 | $2.23M | 1.49% | −588−8.8% | Reduced |
| Wrapmanager Inc | 6,128 | $2.23M | 0.68% | −33−0.5% | Reduced |
| Coastal Investment Advisors, Inc. | 6,115 | $2.22M | 0.54% | −37−0.6% | Reduced |
| Optimum Investment Advisors | 6,091 | $2.21M | 1.16% | −375−5.8% | Reduced |
| Foundations Investment Advisors, LLC | 6,088 | $2.21M | 0.08% | −1,169−16.1% | Reduced |
| Heartland Bank & Trust Co | 6,087 | $2.21M | 1.67% | +5,144+545.5% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 6,080 | $2.21M | 0.19% | +589+10.7% | Added |
| Hyperion Capital Advisors LP | 6,051 | $2.20M | 1.06% | 00.0% | Unchanged |
| Holderness Investments Co | 6,050 | $2.20M | 0.88% | 00.0% | Unchanged |
| WBI Investments | 6,036 | $2.19M | 0.44% | +784+14.9% | Added |
| Trail Ridge Investment Advisors, LLC | 6,022 | $2.19M | 1.43% | −124−2.0% | Reduced |
| Knollwood Investment Advisory, LLC | 6,000 | $2.18M | 0.75% | 00.0% | Unchanged |
| Sicart Associates LLC | 5,983 | $2.17M | 0.85% | −1,720−22.3% | Reduced |
| Channing Global Advisors, LLC | 5,983 | $2.17M | 2.39% | −1,181−16.5% | Reduced |
| Sentry Investment Management LLC | 5,981 | $2.17M | 0.89% | −589−9.0% | Reduced |
| Martin & Co Inc | 5,977 | $2.17M | 0.56% | −131−2.1% | Reduced |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,970 | $2.17M | 0.46% | −278−4.4% | Reduced |
| Gables Capital Management Inc. | 5,974 | $2.17M | 1.52% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 5,956 | $2.16M | 0.46% | +5,956 | New |
| Mission Wealth Management, LP | 5,943 | $2.16M | 0.09% | +55+0.9% | Added |
| Caldwell Investment Management Ltd. | 5,938 | $2.16M | 2.14% | +5,938 | New |
| Personal Cfo Solutions, LLC | 5,930 | $2.15M | 0.45% | −73−1.2% | Reduced |
| Jackson Square Capital, LLC | 5,901 | $2.14M | 0.96% | −42−0.7% | Reduced |
| IPG Investment Advisors LLC | 5,898 | $2.14M | 0.49% | −270−4.4% | Reduced |
| James Hambro & Partners | 5,879 | $2.14M | 0.16% | +249+4.4% | Added |
| Optas, LLC | 5,876 | $2.14M | 0.76% | −474−7.5% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,866 | $2.13M | 0.19% | −8−0.1% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 5,865 | $2.13M | 1.12% | +5,865 | New |
| Gsa Capital Partners LLP | 5,865 | $2.13M | 0.21% | +4,873+491.2% | Added |
| Fortis Group Advisors, LLC | 5,605 | $2.13M | 0.64% | +5,605 | New |
| Dudley Capital Management, LLC | 5,854 | $2.13M | 1.49% | −5−0.1% | Reduced |
| Continuum Advisory, LLC | 5,841 | $2.12M | 0.36% | −496−7.8% | Reduced |
| Ronald Blue Trust, Inc. | 6,064 | $2.11M | 0.03% | −1,342−18.1% | Reduced |
| Manchester Capital Management LLC | 5,788 | $2.10M | 0.28% | +737+14.6% | Added |
| Sander Capital Advisors Inc | 5,768 | $2.10M | 1.27% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 5,766 | $2.10M | 1.58% | −65−1.1% | Reduced |
| Grove Bank & Trust | 5,765 | $2.10M | 0.44% | +11+0.2% | Added |
| Lake Street Financial LLC | 5,763 | $2.09M | 0.39% | −59−1.0% | Reduced |
| Voya Financial Advisors, Inc. | 5,786 | $2.08M | 0.26% | −2,407−29.4% | Reduced |
| Graham Capital Management, L.P. | 5,708 | $2.07M | 0.07% | +5,708 | New |
| Inlet Private Wealth, LLC | 5,687 | $2.07M | 0.54% | 00.0% | Unchanged |
| Procyon Private Wealth Partners, LLC | 5,672 | $2.06M | 0.34% | +495+9.6% | Added |
| Legacy Advisors, LLC | 5,671 | $2.06M | 0.38% | +494+9.5% | Added |
| Mitchell Sinkler & Starr | 5,653 | $2.05M | 0.61% | +1,134+25.1% | Added |
| Stevens Capital Management LP | 5,653 | $2.05M | 0.51% | +4,465+375.8% | Added |
| Girard Partners Ltd. | 5,609 | $2.04M | 0.23% | −454−7.5% | Reduced |
| Kula Investments, LLC | 5,593 | $2.03M | 0.50% | +5,593 | New |
| Arete Wealth Advisors, LLC | 5,570 | $2.02M | 0.17% | +266+5.0% | Added |
| Beverly Hills Private Wealth, LLC | 5,532 | $2.01M | 0.62% | +1,047+23.3% | Added |
| Independent Financial Group, LLC | 5,527 | $2.01M | 0.16% | +175+3.3% | Added |
| Cornerstone Wealth Management, LLC | 5,491 | $2.00M | 0.20% | +5,491 | New |
| Hilltop Holdings Inc. | 5,469 | $1.99M | 0.27% | +37+0.7% | Added |
| SageView Advisory Group, LLC | 5,453 | $1.98M | 0.13% | +4,808+745.4% | Added |
| Laidlaw Wealth Management LLC | 5,428 | $1.97M | 0.40% | −108−2.0% | Reduced |
| Algert Global LLC | 5,421 | $1.97M | 0.09% | +646+13.5% | Added |
| Capital Counsel LLC | 5,415 | $1.97M | 0.11% | +3+0.1% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,414 | $1.97M | 0.33% | +246+4.8% | Added |
| Scott & Selber, Inc. | 5,395 | $1.96M | 0.83% | +11+0.2% | Added |
| Inceptionr LLC | 5,393 | $1.96M | 0.63% | +4,003+288.0% | Added |
| International Assets Investment Management, LLC | 5,354 | $1.95M | 0.28% | −171−3.1% | Reduced |
| Princeton Capital Management LLC | 5,337 | $1.94M | 0.83% | −18−0.3% | Reduced |
| We Are One Seven, LLC | 5,325 | $1.94M | 0.12% | +611+13.0% | Added |
| Quantum Private Wealth, LLC | 5,306 | $1.93M | 1.04% | −45−0.8% | Reduced |
| Pegasus Partners Ltd. | 5,293 | $1.92M | 0.30% | −13−0.2% | Reduced |
| Amarillo National Bank | 5,291 | $1.92M | 0.39% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 5,271 | $1.92M | 1.77% | +5,271 | New |
| My Legacy Advisors, LLC | 5,309 | $1.91M | 0.82% | −364−6.4% | Reduced |
| Miracle Mile Advisors, LLC | 5,255 | $1.91M | 0.06% | −1,472−21.9% | Reduced |
| Abbrea Capital, LLC | 5,252 | $1.91M | 0.32% | 00.0% | Unchanged |
| Good Life Advisors, LLC | 5,220 | $1.90M | 0.24% | +28+0.5% | Added |
| Chilton Capital Management LLC | 5,219 | $1.90M | 0.11% | +615+13.4% | Added |
| Capital Investment Advisory Services, LLC | 5,211 | $1.89M | 0.22% | −1,030−16.5% | Reduced |
| Agf Management Ltd | 5,200 | $1.89M | 0.01% | +502+10.7% | Added |
| Sovereign Financial Group, Inc. | 5,197 | $1.89M | 0.70% | −7−0.1% | Reduced |
| Brighton Jones LLC | 5,197 | $1.89M | 0.11% | +1,776+51.9% | Added |
| Howland Capital Management LLC | 5,179 | $1.88M | 0.11% | −95−1.8% | Reduced |
| Geneos Wealth Management Inc. | 5,175 | $1.88M | 0.11% | −1,501−22.5% | Reduced |
| Institutional & Family Asset Management, LLC | 5,173 | $1.88M | 0.31% | +9+0.2% | Added |
| Ropes Wealth Advisors LLC | 5,167 | $1.88M | 0.34% | −140−2.6% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,162 | $1.88M | 0.70% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 5,156 | $1.87M | 0.03% | +636+14.1% | Added |
| Financial Advocates Investment Management | 5,135 | $1.87M | 0.14% | +200+4.1% | Added |
| S.A. Mason LLC | 5,127 | $1.86M | 1.35% | −29−0.6% | Reduced |
| Providence First Trust Co | 5,127 | $1.86M | 1.07% | +71+1.4% | Added |
| Riverpark Capital Management LLC | 5,126 | $1.86M | 3.74% | 00.0% | Unchanged |
| Wedmont Private Capital | 5,164 | $1.86M | 0.25% | +1,210+30.6% | Added |
| Cox Capital Mgt LLC | 5,087 | $1.85M | 1.34% | −33−0.6% | Reduced |
| Prospera Financial Services Inc | 5,069 | $1.85M | 0.08% | +2,141+73.1% | Added |
| Transform Wealth, LLC | 5,070 | $1.84M | 0.17% | −20−0.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 5,061 | $1.84M | 0.94% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 5,060 | $1.84M | 0.17% | +64+1.3% | Added |
| Fukoku Mutual Life Insurance Co | 5,060 | $1.84M | 0.17% | 00.0% | Unchanged |
| First United Bank Trust | 5,058 | $1.84M | 0.86% | −33−0.6% | Reduced |
| Mutual Advisors, LLC | 5,046 | $1.83M | 0.08% | +220+4.6% | Added |
| Harvest Fund Management Co., Ltd | 5,037 | $1.83M | 0.40% | −2,211−30.5% | Reduced |
| Deane Retirement Strategies, Inc. | 5,038 | $1.83M | 1.01% | +63+1.3% | Added |