Mastercard Inc

Exchange: NYSE
Industry: Services-Business Services, NEC
SEC CIK: 0001141391

SEC filings (opens in a new tab)

In the last 90 days, Mastercard Inc insiders filed 0 open-market purchases and 13 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, Q2 2023

Institutional positions in Mastercard Inc as of Jun 30, 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: 2,788; +76 vs. Q1 2023
Shares held: 719.3M; −67.8M (−8.6%) vs. Q1 2023
Total value: $282.6B; +$19.4B (+7.4%) vs. Q1 2023
New holders: 181; 1,029 more added
Sold out: 105; 1,158 more reduced

26 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2023: 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.

Institutional holdersQ2 2023: 2,788 institutions

Value heldQ2 2023: $282.6B

Institutions holding MA and their total value by quarter
Quarter	Holders	Value
Q2 2026	3,633	$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, Q2 2023

Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q1 2023.

Institutions holding MA in Q2 2023
Institution	Shares	Value	% of portfolio	Change in shares	Action
Comerica Bank	161,446	$11	0.00%	+161,446	New
Delos Wealth Advisors, LLC	2	$787	0.00%	00.0%	Unchanged
PEAK6 Investments LLC	3	$1.03K	0.00%	00.0%	Unchanged
Coppell Advisory Solutions LLC	4	$1.55K	0.00%	+4	New
Horan Securities, Inc.	5	$1.99K	0.00%	00.0%	Unchanged
DecisionPoint Financial, LLC	6	$2.36K	0.00%	00.0%	Unchanged
25 LLC	6	$2.40K	0.00%	+2+50.0%	Added
First National Bank of South Miami	7	$2.75K	0.00%	−276−97.5%	Reduced
Cherry Tree Wealth Management, LLC	8	$3.15K	0.00%	+8	New
Level Financial Advisors, Inc.	10	$3.93K	0.00%	+10	New
TD Capital Management LLC	10	$3.98K	0.00%	00.0%	Unchanged
Westside Investment Management, Inc.	11	$4.33K	0.00%	00.0%	Unchanged
Dakota Community Bank & Trust NA	11	$4.33K	0.03%	+11	New
Thomas J. Herzfeld Advisors, Inc.	13	$5.29K	0.00%	−2−13.3%	Reduced
TCTC Holdings, LLC	15	$5.90K	0.00%	00.0%	Unchanged
Macroview Investment Management LLC	15	$5.95K	0.01%	00.0%	Unchanged
PayPay Securities Corp	17	$6.69K	0.41%	−5−22.7%	Reduced
University of Texas/Texas Am Investment Managment Co	18	$7.00K	0.00%	+18	New
Longfellow Investment Management Co LLC	18	$7.08K	0.00%	00.0%	Unchanged
Chesapeake Asset Management LLC	19	$7.47K	0.01%	00.0%	Unchanged
JDM Financial Group LLC	20	$7.95K	0.01%	00.0%	Unchanged
Financial Avengers, Inc.	20	$7.98K	0.01%	00.0%	Unchanged
Morgan Dempsey Capital Management LLC	21	$8.26K	0.00%	00.0%	Unchanged
Sit Investment Associates Inc	22	$9.00K	0.00%	00.0%	Unchanged
VitalStone Financial, LLC	24	$9.00K	0.01%	+9+60.0%	Added
Atlas Capital Advisors LLC	25	$9.83K	0.00%	00.0%	Unchanged
Hoese & Co LLP	26	$10.2K	0.01%	−24−48.0%	Reduced
Live Oak Investment Partners	–	$10.2K	0.01%	–	–
Highline Wealth Partners LLC	28	$11.0K	0.01%	00.0%	Unchanged
Prostatis Group LLC	11,012	$11.0K	0.01%	+11,012	New
Sanctuary Wealth Management, L.L.C.	28	$11.0K	0.01%	+28	New
Moisand Fitzgerald Tamayo, LLC	28	$11.0K	0.00%	00.0%	Unchanged
PrairieView Partners, LLC	32	$12.0K	0.00%	00.0%	Unchanged
Foster Dykema Cabot & Co Inc	30	$12.0K	0.00%	+30	New
Tanglewood Legacy Advisors, LLC	31	$12.1K	0.01%	00.0%	Unchanged
Truvestments Capital LLC	31	$12.2K	0.01%	00.0%	Unchanged
Studio Investment Management LLC	35	$13.8K	0.00%	00.0%	Unchanged
Old Point Trust & Financial Services N A	35	$13.8K	0.01%	+35	New
Robbins Farley LLC	36	$14.2K	0.01%	−8−18.2%	Reduced
Carolina Wealth Advisors, LLC	37	$14.6K	0.01%	00.0%	Unchanged
TSFG, LLC	38	$15.0K	0.01%	00.0%	Unchanged
Belmont Capital, LLC	42	$16.5K	0.01%	−10−19.2%	Reduced
Princeton Global Asset Management LLC	44	$17.3K	0.01%	00.0%	Unchanged
Kathleen S. Wright Associates Inc.	46	$18.1K	0.01%	−800−94.6%	Reduced
Essex Investment Management Co LLC	50	$19.7K	0.00%	00.0%	Unchanged
Lowe Wealth Advisors, LLC	50	$19.7K	0.01%	00.0%	Unchanged
Birch Capital Management, LLC	51	$19.9K	0.01%	−26−33.8%	Reduced
Carmel Capital Partners, LLC	51	$20.1K	0.01%	−240−82.5%	Reduced
Stephens Consulting, LLC	51	$20.1K	0.01%	−18−26.1%	Reduced
Kozak & Associates, Inc.	52	$20.3K	0.01%	00.0%	Unchanged
Aspire Private Capital, LLC	52	$20.5K	0.01%	00.0%	Unchanged
Stuart Chaussee & Associates, Inc.	53	$20.8K	0.01%	00.0%	Unchanged
PFS Partners, LLC	55	$21.6K	0.02%	+55	New
Taikang Asset Management (Hong Kong) Co Ltd	7,380	$22.7K	0.68%	−4,670−38.8%	Reduced
Disciplined Investments, LLC	58	$22.8K	0.01%	00.0%	Unchanged
Financial Freedom, LLC	58	$22.8K	0.02%	00.0%	Unchanged
WFA Asset Management Corp	62	$24.6K	0.01%	−65−51.2%	Reduced
Grayhawk Investment Strategies Inc.	65	$25.6K	0.02%	00.0%	Unchanged
New England Capital Financial Advisors LLC	65	$25.7K	0.02%	−108−62.4%	Reduced
Strategic Investment Solutions, Inc.	70	$26.0K	0.01%	00.0%	Unchanged
GeoWealth Management, LLC	67	$26.0K	0.00%	+67	New
Riggs Asset Managment Co. Inc.	73	$28.7K	0.01%	00.0%	Unchanged
Bollard Group LLC	75	$29.0K	0.00%	+75	New
Granite FO LLC	76	$29.9K	0.02%	00.0%	Unchanged
Delta Asset Management LLC	76	$29.9K	0.00%	00.0%	Unchanged
First Personal Financial Services	78	$30.7K	0.01%	00.0%	Unchanged
Coston, McIsaac & Partners	80	$31.0K	0.01%	00.0%	Unchanged
Mizuho Securities Co. Ltd.	80	$31.5K	0.07%	−330−80.5%	Reduced
Clearview Wealth Advisors LLC	80	$31.5K	0.03%	00.0%	Unchanged
Ulland Investment Advisors, LLC	82	$32.0K	0.03%	00.0%	Unchanged
Financial Synergies Wealth Advisors, Inc.	82	$32.2K	0.00%	−3−3.5%	Reduced
Creative Capital Management Investments LLC	82	$32.3K	0.02%	00.0%	Unchanged
Focused Wealth Management, Inc	83	$32.5K	0.01%	00.0%	Unchanged
SJS Investment Consulting Inc.	84	$33.0K	0.01%	−6−6.7%	Reduced
Hoey Investments, Inc	85	$33.4K	0.01%	−43−33.6%	Reduced
Sofos Investments, Inc.	393	$34.1K	0.15%	+30+8.3%	Added
Sittner & Nelson, LLC	87	$34.2K	0.02%	00.0%	Unchanged
Rocky Mountain Advisers, LLC	98	$35.6K	0.02%	00.0%	Unchanged
AllSquare Wealth Management LLC	103	$37.9K	0.02%	00.0%	Unchanged
AlphaMark Advisors, LLC	98	$39.0K	0.02%	00.0%	Unchanged
MUFG Securities EMEA plc	100	$39.3K	0.00%	−537−84.3%	Reduced
Center for Financial Planning, Inc.	100	$39.3K	0.01%	−80−44.4%	Reduced
JCIC Asset Management Inc.	100	$39.3K	0.02%	00.0%	Unchanged
Legend Financial Advisors, Inc.	100	$39.3K	0.03%	00.0%	Unchanged
Coastal Capital Group, Inc.	106	$41.7K	0.01%	00.0%	Unchanged
Avion Wealth	109	$42.0K	0.01%	+47+75.8%	Added
Investors Research Corp	107	$42.1K	0.01%	00.0%	Unchanged
RFP Financial Group LLC	112	$44.0K	0.02%	00.0%	Unchanged
First Community Trust NA	117	$46.0K	0.05%	−10−7.9%	Reduced
Ruedi Wealth Management, Inc.	117	$46.0K	0.03%	00.0%	Unchanged
Proffitt & Goodson Inc	122	$48.0K	0.01%	−114−48.3%	Reduced
Northwest Capital Management Inc	130	$51.1K	0.02%	+130	New
ZRC Wealth Management, LLC	131	$51.5K	0.04%	00.0%	Unchanged
Retirement Group, LLC	132	$52.1K	0.02%	00.0%	Unchanged
Front Row Advisors LLC	134	$53.0K	0.02%	−5−3.6%	Reduced
Global Wealth Strategies & Associates	137	$53.9K	0.03%	00.0%	Unchanged
Safeguard Financial, LLC	141	$55.0K	0.03%	+141	New
Wellington Shields & Co., LLC	140	$55.1K	0.01%	00.0%	Unchanged
Sugarloaf Wealth Management, LLC	140	$55.1K	0.01%	00.0%	Unchanged
Nemes Rush Group LLC	144	$56.7K	0.01%	+144	New