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; 3,634 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
- 2,787
- +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
- 1,028 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,634 | $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.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Steinberg Asset Management LLC | 3,376 | $1.33M | 1.27% | 00.0% | Unchanged |
| Quilter Plc | 1,342 | $1.33M | 0.05% | +342+34.2% | Added |
| Aspiriant, LLC | 3,401 | $1.34M | 0.07% | −80−2.3% | Reduced |
| Legacy Capital Group California, Inc. | 3,404 | $1.34M | 0.55% | +1,248+57.9% | Added |
| Consilium Wealth Advisory, LLC | 3,405 | $1.34M | 0.93% | +592+21.0% | Added |
| Brandywine Oak Private Wealth LLC | 3,417 | $1.34M | 0.15% | −17−0.5% | Reduced |
| Cross Staff Investments Inc | 3,427 | $1.35M | 1.24% | −223−6.1% | Reduced |
| Private Capital Management, LLC | 3,430 | $1.35M | 0.16% | +1,978+136.2% | Added |
| Main Street Financial Solutions, LLC | 3,449 | $1.36M | 0.18% | +181+5.5% | Added |
| Rosenbaum Jay D. | 3,456 | $1.36M | 2.18% | −465−11.9% | Reduced |
| Winch Advisory Services, LLC | 3,461 | $1.36M | 0.49% | −100−2.8% | Reduced |
| Curated Wealth Partners LLC | 3,471 | $1.37M | 0.27% | 00.0% | Unchanged |
| CVA Family Office, LLC | 3,480 | $1.37M | 0.29% | +28+0.8% | Added |
| Legacy Financial Advisors, Inc. | 3,488 | $1.37M | 0.26% | +152+4.6% | Added |
| Nikulski Financial, Inc. | 3,489 | $1.37M | 0.57% | +198+6.0% | Added |
| Beaumont Financial Advisors, LLC | 3,502 | $1.38M | 0.13% | +127+3.8% | Added |
| RMR Wealth Builders | 3,527 | $1.39M | 0.24% | −49−1.4% | Reduced |
| Atlantic Trust, LLC | 3,750 | $1.39M | 0.45% | +86+2.3% | Added |
| First Heartland Consultants, Inc. | 3,565 | $1.40M | 0.18% | −354−9.0% | Reduced |
| Strategic Blueprint, LLC | 3,593 | $1.41M | 0.13% | +156+4.5% | Added |
| Aua Capital Management, LLC | 3,614 | $1.42M | 0.98% | 00.0% | Unchanged |
| M&R Capital Management Inc | 3,617 | $1.42M | 0.37% | +87+2.5% | Added |
| McCarthy Asset Management, Inc. | 3,633 | $1.43M | 0.97% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,640 | $1.43M | 0.15% | +70+2.0% | Added |
| Genus Capital Management Inc. | 3,645 | $1.43M | 0.21% | +3,645 | New |
| Laurion Capital Management LP | 3,647 | $1.43M | 0.06% | −10,689−74.6% | Reduced |
| Aspen Grove Capital, LLC | 3,655 | $1.44M | 0.46% | +822+29.0% | Added |
| HMS Capital Management, LLC | 3,656 | $1.44M | 0.87% | −421−10.3% | Reduced |
| Moloney Securities Asset Management, LLC | 3,663 | $1.44M | 0.25% | +1,718+88.3% | Added |
| Archer Investment Corp | 3,666 | $1.44M | 0.51% | +257+7.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 3,666 | $1.44M | 0.79% | +3,666 | New |
| Thrive Wealth Management, LLC | 3,679 | $1.45M | 0.37% | +9+0.2% | Added |
| MainStreet Investment Advisors LLC | 3,699 | $1.45M | 0.16% | −181−4.7% | Reduced |
| Mayflower Financial Advisors, LLC | 3,699 | $1.45M | 0.19% | +39+1.1% | Added |
| Borer Denton & Associates, Inc. | 3,700 | $1.46M | 0.57% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 3,712 | $1.46M | 0.14% | −97−2.5% | Reduced |
| Roof Eidam & Maycock | 3,723 | $1.46M | 0.49% | +213+6.1% | Added |
| Marshall Financial Group LLC | 3,727 | $1.47M | 0.50% | +37+1.0% | Added |
| CenterStar Asset Management, LLC | 3,734 | $1.47M | 1.33% | +3,734 | New |
| Tectonic Advisors LLC | 3,740 | $1.47M | 0.18% | −983−20.8% | Reduced |
| First National Advisers, LLC | 3,740 | $1.47M | 1.35% | +38+1.0% | Added |
| Amussen Hunsaker Associates LLC | 3,745 | $1.47M | 0.33% | −74−1.9% | Reduced |
| Scharf Investments, LLC | 3,750 | $1.47M | 0.04% | +373+11.0% | Added |
| Simon Quick Advisors, LLC | 3,750 | $1.47M | 0.14% | −263−6.6% | Reduced |
| Cito Capital Group, LLC | 3,750 | $1.48M | 0.68% | 00.0% | Unchanged |
| Essex Savings Bank | 3,756 | $1.48M | 0.49% | +197+5.5% | Added |
| Burns Matteson Capital Management, LLC | 3,764 | $1.48M | 0.91% | −10−0.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 3,766 | $1.48M | 0.29% | −1,094−22.5% | Reduced |
| Formidable Asset Management, LLC | 3,779 | $1.49M | 0.32% | −10−0.3% | Reduced |
| Richwood Investment Advisors, LLC | 3,781 | $1.49M | 1.45% | −69−1.8% | Reduced |
| PDS Planning, Inc | 3,791 | $1.49M | 0.19% | +415+12.3% | Added |
| D.B. Root & Company, LLC | 3,807 | $1.50M | 0.57% | +172+4.7% | Added |
| World Equity Group, Inc. | 3,809 | $1.50M | 0.44% | −108,033−96.6% | Reduced |
| Barden Capital Management, Inc. | 3,826 | $1.50M | 1.65% | −481−11.2% | Reduced |
| Segment Wealth Management, LLC | 3,827 | $1.51M | 0.15% | −45−1.2% | Reduced |
| NVWM, LLC | 3,839 | $1.51M | 0.49% | −61−1.6% | Reduced |
| Brown Shipley& Co Ltd | 3,862 | $1.52M | 0.62% | −68−1.7% | Reduced |
| Stevens Capital Management LP | 3,879 | $1.53M | 0.31% | −1,774−31.4% | Reduced |
| Prossimo Advisors, LLC | 3,885 | $1.53M | 1.47% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 3,900 | $1.53M | 0.37% | −1,029−20.9% | Reduced |
| Crescent Park Management, L.P. | 3,903 | $1.54M | 0.45% | +30+0.8% | Added |
| Guardian Wealth Management, Inc. | 3,906 | $1.54M | 1.40% | +115+3.0% | Added |
| Charles Schwab Trust Co | 4,223 | $1.54M | 0.19% | −30−0.7% | Reduced |
| Union Savings Bank | 3,911 | $1.54M | 0.92% | +3,911 | New |
| Lindbrook Capital, LLC | 3,922 | $1.54M | 0.16% | −7−0.2% | Reduced |
| Transatlantique Private Wealth LLC | 3,924 | $1.54M | 0.81% | −46−1.2% | Reduced |
| Synergy Financial Group, LTD | 3,936 | $1.55M | 2.09% | +973+32.8% | Added |
| David Loasby | 3,941 | $1.55M | 0.17% | +359+10.0% | Added |
| VeraBank, N.A. | 3,951 | $1.55M | 0.60% | +150+3.9% | Added |
| Focus Financial Network, Inc. | 3,953 | $1.55M | 0.09% | +118+3.1% | Added |
| Strong Tower Advisory Services | 3,959 | $1.56M | 0.74% | −86−2.1% | Reduced |
| Davis R M Inc | 3,961 | $1.56M | 0.04% | +85+2.2% | Added |
| Fidelis Capital Partners, LLC | 3,968 | $1.56M | 0.57% | +171+4.5% | Added |
| Trifecta Capital Advisors, LLC | 3,968 | $1.56M | 0.50% | +30+0.8% | Added |
| Wallace Advisory Group, LLC | 4,309 | $1.57M | 1.19% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,982 | $1.57M | 1.75% | −254−6.0% | Reduced |
| Strait & Sound Wealth Management LLC | 4,010 | $1.58M | 1.56% | −609−13.2% | Reduced |
| Cornerstone Wealth Group, LLC | 4,010 | $1.58M | 0.29% | +216+5.7% | Added |
| Mystic Asset Management, Inc. | 4,030 | $1.58M | 0.85% | −75−1.8% | Reduced |
| Stokes Family Office, LLC | 4,056 | $1.60M | 0.18% | −112−2.7% | Reduced |
| Harvest Fund Management Co., Ltd | 4,064 | $1.60M | 0.32% | −973−19.3% | Reduced |
| Stonebridge Financial Planning Group, LLC | 4,084 | $1.61M | 0.98% | +23+0.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,098 | $1.61M | 0.43% | −412−9.1% | Reduced |
| Axxcess Wealth Management, LLC | 4,099 | $1.61M | 0.12% | +81+2.0% | Added |
| Intact Investment Management Inc. | 4,100 | $1.61M | 0.07% | −550−11.8% | Reduced |
| Bard Financial Services, Inc. | 4,120 | $1.62M | 0.12% | 00.0% | Unchanged |
| CIC Wealth, LLC | 4,127 | $1.62M | 0.56% | +4+0.1% | Added |
| Cape Investment Advisory, Inc. | 4,139 | $1.63M | 0.91% | −45−1.1% | Reduced |
| Great Lakes Retirement, Inc. | 4,141 | $1.63M | 0.29% | +67+1.6% | Added |
| Parkside Financial Bank & Trust | 4,143 | $1.63M | 0.39% | +1,086+35.5% | Added |
| Violich Capital Management, Inc. | 4,150 | $1.63M | 0.26% | 00.0% | Unchanged |
| Sierra Capital LLC | 4,151 | $1.63M | 0.26% | 00.0% | Unchanged |
| WT Wealth Management | 4,153 | $1.63M | 0.68% | −53−1.3% | Reduced |
| Liberty Capital Management, Inc. | 4,162 | $1.64M | 0.49% | −7−0.2% | Reduced |
| Westhampton Capital, LLC | 4,170 | $1.64M | 1.06% | +50+1.2% | Added |
| 44 Wealth Management LLC | 4,172 | $1.64M | 0.56% | +19+0.5% | Added |
| AdvisorNet Financial, Inc | 4,181 | $1.64M | 0.14% | +286+7.3% | Added |
| Arthur M. Cohen & Associates, LLC | 4,194 | $1.65M | 0.41% | +85+2.1% | Added |
| Copperleaf Capital, LLC | 4,200 | $1.65M | 1.55% | −2,372−36.1% | Reduced |
| Bayesian Capital Management, LP | 4,200 | $1.65M | 0.18% | −7,593−64.4% | Reduced |