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 |
|---|---|---|---|---|---|
| Weatherly Asset Management L. P. | 5,032 | $1.83M | 0.24% | +205+4.2% | Added |
| KCM Investment Advisors LLC | 5,023 | $1.83M | 0.07% | +615+14.0% | Added |
| Catalyst Wealth Management, LLC | 5,017 | $1.82M | 1.71% | +148+3.0% | Added |
| Garrison Point Advisors, LLC | 5,006 | $1.82M | 1.36% | −15−0.3% | Reduced |
| Bourne Lent Asset Management Inc | 4,998 | $1.82M | 0.69% | 00.0% | Unchanged |
| Staley Capital Advisers Inc | 4,993 | $1.81M | 0.10% | +1,357+37.3% | Added |
| Lakeview Capital Partners, LLC | 4,688 | $1.80M | 0.56% | −27−0.6% | Reduced |
| McDaniel Terry & Co | 4,933 | $1.79M | 0.20% | −92−1.8% | Reduced |
| Vise Technologies, Inc. | 4,929 | $1.79M | 0.47% | +932+23.3% | Added |
| BSW Wealth Partners | 4,914 | $1.79M | 0.37% | −61−1.2% | Reduced |
| Principle Wealth Partners LLC | 4,904 | $1.78M | 0.19% | +10.0% | Added |
| Evergreen Wealth Solutions, LLC | 4,904 | $1.78M | 2.06% | −174−3.4% | Reduced |
| Cipher Capital LP | 4,891 | $1.78M | 0.33% | +4,891 | New |
| West Branch Capital LLC | 4,886 | $1.78M | 0.99% | −18−0.4% | Reduced |
| Trust Co of Toledo NA | 4,872 | $1.77M | 0.32% | +2,100+75.8% | Added |
| Handelsinvest Investeringsforvaltning | 4,860 | $1.77M | 0.28% | −2,758−36.2% | Reduced |
| Appleton Partners Inc | 4,804 | $1.75M | 0.16% | −136−2.8% | Reduced |
| Chemistry Wealth Management LLC | 4,804 | $1.75M | 0.61% | +79+1.7% | Added |
| Wealthcare Advisory Partners LLC | 4,778 | $1.74M | 0.07% | +343+7.7% | Added |
| Congress Wealth Management LLC | 4,765 | $1.73M | 0.04% | −1,000−17.3% | Reduced |
| Headinvest, LLC | 4,758 | $1.73M | 0.38% | −56−1.2% | Reduced |
| PFG Advisors | 4,754 | $1.73M | 0.14% | +141+3.1% | Added |
| Orleans Capital Management Corp | 4,747 | $1.73M | 1.27% | −25−0.5% | Reduced |
| Hennessy Advisors Inc | 4,747 | $1.73M | 0.13% | +961+25.4% | Added |
| United Community Bank | 4,734 | $1.72M | 1.63% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,732 | $1.72M | 0.44% | −186−3.8% | Reduced |
| Accuvest Global Advisors | 4,725 | $1.72M | 0.78% | −7,735−62.1% | Reduced |
| Wealth Alliance | 4,724 | $1.72M | 0.28% | +171+3.8% | Added |
| Tectonic Advisors LLC | 4,723 | $1.72M | 0.23% | +239+5.3% | Added |
| Ledyard National Bank | 4,717 | $1.71M | 0.20% | −29−0.6% | Reduced |
| BTG Pactual Global Asset Management Ltd | 4,713 | $1.71M | 2.50% | +2,992+173.9% | Added |
| IFP Advisors, Inc | 19,615 | $1.71M | 0.08% | −7,513−27.7% | Reduced |
| Blueprint Investment Partners LLC | 4,707 | $1.71M | 0.39% | +485+11.5% | Added |
| Rational Advisors LLC | 4,693 | $1.71M | 0.14% | −1,500−24.2% | Reduced |
| Ameliora Wealth Management Ltd. | 4,680 | $1.70M | 0.99% | 00.0% | Unchanged |
| DeDora Capital, Inc. | 4,654 | $1.69M | 0.72% | −169−3.5% | Reduced |
| Intact Investment Management Inc. | 4,650 | $1.69M | 0.07% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 4,650 | $1.69M | 1.14% | +4,650 | New |
| Perigon Wealth Management, LLC | 4,634 | $1.68M | 0.10% | +250+5.7% | Added |
| Strait & Sound Wealth Management LLC | 4,619 | $1.68M | 1.67% | +29+0.6% | Added |
| Fort Point Capital Partners LLC | 4,597 | $1.67M | 0.27% | +67+1.5% | Added |
| Cobblestone Capital Advisors LLC | 4,579 | $1.66M | 0.12% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 4,567 | $1.66M | 1.07% | −239−5.0% | Reduced |
| Corundum Group, Inc. | 4,555 | $1.66M | 0.78% | +1,342+41.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 4,526 | $1.64M | 0.02% | −48,839−91.5% | Reduced |
| Platform Technology Partners | 4,524 | $1.64M | 0.81% | −204−4.3% | Reduced |
| Smith, Moore & Co. | 4,521 | $1.64M | 0.22% | +20.0% | Added |
| DRW Securities, LLC | 4,515 | $1.64M | 0.24% | −3,058−40.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,510 | $1.64M | 0.45% | −56−1.2% | Reduced |
| Compass Wealth Management LLC | 4,500 | $1.64M | 0.52% | −55−1.2% | Reduced |
| Forge First Asset Management Inc. | 4,500 | $1.63M | 0.74% | −17,500−79.5% | Reduced |
| Security National Bank | 4,493 | $1.63M | 0.44% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 4,489 | $1.63M | 0.42% | +93+2.1% | Added |
| Wambolt & Associates, LLC | 4,431 | $1.62M | 0.58% | −66−1.5% | Reduced |
| Nicolet Bankshares Inc | 7,159 | $1.62M | 0.53% | −185−2.5% | Reduced |
| LVW Advisors, LLC | 4,438 | $1.61M | 0.32% | +30+0.7% | Added |
| S&CO Inc | 4,433 | $1.61M | 0.14% | −75−1.7% | Reduced |
| Basso Capital Management, L.P. | 4,415 | $1.60M | 1.55% | 00.0% | Unchanged |
| Beacon Financial Group | 4,419 | $1.59M | 0.22% | −541−10.9% | Reduced |
| First Horizon Advisors, Inc. | 4,375 | $1.59M | 0.06% | +1,099+33.5% | Added |
| Edge Capital Group, LLC | 4,371 | $1.59M | 0.10% | +874+25.0% | Added |
| Gordian Capital Singapore Pte Ltd | 4,368 | $1.59M | 2.69% | −2,296−34.5% | Reduced |
| CWA Asset Management Group, LLC | 4,363 | $1.59M | 0.12% | −10.0% | Reduced |
| Alapocas Investment Partners, Inc. | 4,358 | $1.58M | 1.31% | −17−0.4% | Reduced |
| Tilt Investment Management Holdings, PBC | 4,452 | $1.58M | 1.17% | +576+14.9% | Added |
| Mount Yale Investment Advisors, LLC | 4,335 | $1.58M | 0.18% | −144−3.2% | Reduced |
| Wallace Advisory Group, LLC | 4,309 | $1.57M | 1.19% | −104−2.4% | Reduced |
| Barden Capital Management, Inc. | 4,307 | $1.57M | 1.50% | +16+0.4% | Added |
| NorthRock Partners, LLC | 4,304 | $1.56M | 0.17% | −907−17.4% | Reduced |
| Cutler Group LP | 4,306 | $1.56M | 0.25% | −369−7.9% | Reduced |
| James J. Burns & Company, LLC | 4,300 | $1.56M | 0.40% | +3,250+309.5% | Added |
| Eisler Capital (US) LLC | 4,300 | $1.56M | 0.79% | −4,200−49.4% | Reduced |
| Patron Partners Advisors, LLC | 4,297 | $1.56M | 1.15% | −94−2.1% | Reduced |
| SeaBridge Investment Advisors LLC | 4,261 | $1.55M | 0.54% | +91+2.2% | Added |
| Bienville Capital Management, LLC | 4,254 | $1.55M | 0.61% | 00.0% | Unchanged |
| Charles Schwab Trust Co | 4,253 | $1.55M | 0.19% | +30+0.7% | Added |
| Amica Retiree Medical Trust | 4,236 | $1.54M | 1.63% | +586+16.1% | Added |
| Visionary Wealth Advisors | 4,232 | $1.54M | 0.13% | +224+5.6% | Added |
| Essex Financial Services, Inc. | 4,228 | $1.54M | 0.16% | +12+0.3% | Added |
| Emfo, LLC | 4,209 | $1.53M | 1.45% | +400+10.5% | Added |
| WT Wealth Management | 4,206 | $1.53M | 0.66% | −1,341−24.2% | Reduced |
| Chatham Capital Group, Inc. | 4,202 | $1.53M | 0.34% | +285+7.3% | Added |
| Intelligent Financial Strategies | 4,201 | $1.53M | 1.20% | −94−2.2% | Reduced |
| Cape Investment Advisory, Inc. | 4,184 | $1.52M | 0.93% | +4,184 | New |
| Delta Financial Group, Inc. | 4,180 | $1.52M | 0.60% | +20.0% | Added |
| Angeles Wealth Management, LLC | 4,175 | $1.52M | 0.23% | +1,344+47.5% | Added |
| Ogorek Anthony Joseph | 4,173 | $1.52M | 0.62% | −1,572−27.4% | Reduced |
| Liberty Capital Management, Inc. | 4,169 | $1.52M | 0.50% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 4,168 | $1.51M | 0.19% | +815+24.3% | Added |
| Transcend Wealth Collective, LLC | 4,166 | $1.51M | 0.16% | +136+3.4% | Added |
| 44 Wealth Management LLC | 4,153 | $1.51M | 0.51% | +11+0.3% | Added |
| Sierra Capital LLC | 4,151 | $1.51M | 0.24% | 00.0% | Unchanged |
| Violich Capital Management, Inc. | 4,150 | $1.51M | 0.26% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 4,172 | $1.50M | 1.22% | +110+2.7% | Added |
| CIC Wealth, LLC | 4,123 | $1.50M | 0.56% | −154−3.6% | Reduced |
| Bard Financial Services, Inc. | 4,120 | $1.50M | 0.12% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 4,120 | $1.50M | 0.96% | +40+1.0% | Added |
| Arthur M. Cohen & Associates, LLC | 4,109 | $1.49M | 0.40% | −70−1.7% | Reduced |
| Mystic Asset Management, Inc. | 4,105 | $1.49M | 0.82% | 00.0% | Unchanged |
| Insight Holdings Group, LLC | 4,100 | $1.49M | 0.03% | −14,900−78.4% | Reduced |