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, 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 | 3,633 | $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, 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 |
|---|---|---|---|---|---|
| DeDora Capital, Inc. | 5,178 | $2.04M | 0.79% | +524+11.3% | Added |
| Howland Capital Management LLC | 5,197 | $2.04M | 0.12% | +18+0.3% | Added |
| Miracle Mile Advisors, LLC | 5,235 | $2.06M | 0.06% | −20−0.4% | Reduced |
| Sovereign Financial Group, Inc. | 5,244 | $2.06M | 0.67% | +47+0.9% | Added |
| Jacobi Capital Management LLC | 5,272 | $2.07M | 0.23% | −1,156−18.0% | Reduced |
| Weatherly Asset Management L. P. | 5,272 | $2.07M | 0.24% | +240+4.8% | Added |
| Visionary Wealth Advisors | 5,284 | $2.08M | 0.17% | +1,052+24.9% | Added |
| Amarillo National Bank | 5,291 | $2.08M | 0.40% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 5,203 | $2.08M | 0.82% | −106−2.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 5,304 | $2.09M | 1.67% | −902−14.5% | Reduced |
| Quantum Private Wealth, LLC | 5,306 | $2.09M | 0.96% | 00.0% | Unchanged |
| Capital Counsel LLC | 5,315 | $2.09M | 0.12% | −100−1.8% | Reduced |
| Richard Bernstein Advisors LLC | 5,343 | $2.10M | 0.04% | −7,252−57.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,365 | $2.11M | 0.34% | −49−0.9% | Reduced |
| Simmons Bank | 5,367 | $2.11M | 0.18% | −1,112−17.2% | Reduced |
| Scott & Selber, Inc. | 5,373 | $2.11M | 0.83% | −22−0.4% | Reduced |
| Cornerstone Wealth Management, LLC | 5,379 | $2.12M | 0.19% | −112−2.0% | Reduced |
| Mission Wealth Management, LP | 5,395 | $2.12M | 0.08% | −548−9.2% | Reduced |
| Fortis Group Advisors, LLC | 5,399 | $2.12M | 0.56% | −206−3.7% | Reduced |
| Algert Global LLC | 5,421 | $2.13M | 0.09% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 5,444 | $2.14M | 0.26% | −25−0.5% | Reduced |
| Angeles Wealth Management, LLC | 5,457 | $2.15M | 0.29% | +1,282+30.7% | Added |
| Calamos Wealth Management LLC | 5,492 | $2.16M | 0.16% | −4,986−47.6% | Reduced |
| Voya Financial Advisors, Inc. | 5,575 | $2.16M | 0.25% | −211−3.6% | Reduced |
| Heartland Bank & Trust Co | 5,496 | $2.16M | 1.69% | −591−9.7% | Reduced |
| Wolverine Trading, LLC | 5,593 | $2.17M | 0.03% | +3,132+127.3% | Added |
| Cordatus Wealth Management LLC | 5,530 | $2.17M | 0.82% | +4,140+297.8% | Added |
| Koshinski Asset Management, Inc. | 5,534 | $2.18M | 0.23% | −1,683−23.3% | Reduced |
| Princeton Capital Management LLC | 5,565 | $2.19M | 0.91% | +228+4.3% | Added |
| Girard Partners Ltd. | 5,586 | $2.20M | 0.23% | −23−0.4% | Reduced |
| Belpointe Asset Management LLC | 5,604 | $2.20M | 0.23% | −1,750−23.8% | Reduced |
| Mitchell Sinkler & Starr | 5,638 | $2.22M | 0.63% | −15−0.3% | Reduced |
| Bulltick Wealth Management, LLC | 5,654 | $2.22M | 0.52% | −547−8.8% | Reduced |
| Martin & Co Inc | 5,673 | $2.23M | 0.56% | −304−5.1% | Reduced |
| Dudley Capital Management, LLC | 5,679 | $2.23M | 1.50% | −175−3.0% | Reduced |
| Inlet Private Wealth, LLC | 5,702 | $2.24M | 0.57% | +15+0.3% | Added |
| Benchmark Investment Advisors LLC | 5,702 | $2.24M | 2.07% | −2,308−28.8% | Reduced |
| Abbrea Capital, LLC | 5,706 | $2.24M | 0.35% | +454+8.6% | Added |
| Fifth Third Wealth Advisors LLC | 5,735 | $2.26M | 1.45% | +3,683+179.5% | Added |
| S&CO Inc | 5,763 | $2.27M | 0.18% | +1,330+30.0% | Added |
| Kensington Investment Counsel, LLC | 5,766 | $2.27M | 1.44% | 00.0% | Unchanged |
| Sander Capital Advisors Inc | 5,768 | $2.27M | 1.24% | 00.0% | Unchanged |
| Lake Street Financial LLC | 5,778 | $2.27M | 0.40% | +15+0.3% | Added |
| RiverPark Advisors, LLC | 5,793 | $2.28M | 2.09% | −337−5.5% | Reduced |
| Jackson Square Capital, LLC | 5,827 | $2.29M | 0.92% | −74−1.3% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 5,846 | $2.30M | 1.12% | −19−0.3% | Reduced |
| Caldwell Investment Management Ltd. | 5,938 | $2.30M | 1.74% | 00.0% | Unchanged |
| Caxton Associates LP | 5,865 | $2.31M | 0.34% | +3,544+152.7% | Added |
| Sicart Associates LLC | 5,869 | $2.31M | 0.90% | −114−1.9% | Reduced |
| EHP Funds Inc. | 5,880 | $2.31M | 0.66% | −3,610−38.0% | Reduced |
| Optimum Investment Advisors | 5,885 | $2.31M | 1.13% | −206−3.4% | Reduced |
| Meridian Wealth Management, LLC | 5,888 | $2.32M | 0.20% | −1,439−19.6% | Reduced |
| Continuum Advisory, LLC | 5,893 | $2.32M | 0.37% | +52+0.9% | Added |
| James Hambro & Partners | 5,902 | $2.32M | 0.15% | +23+0.4% | Added |
| Trail Ridge Investment Advisors, LLC | 5,897 | $2.32M | 1.43% | −125−2.1% | Reduced |
| Channing Global Advisors, LLC | 5,905 | $2.32M | 2.35% | −78−1.3% | Reduced |
| Daymark Wealth Partners, LLC | 5,907 | $2.32M | 0.17% | +5,021+566.7% | Added |
| Bank of Hawaii | 5,910 | $2.32M | 0.13% | −233−3.8% | Reduced |
| Wrapmanager Inc | 5,914 | $2.33M | 0.71% | −214−3.5% | Reduced |
| Strengthening Families & Communities, LLC | 5,960 | $2.34M | 1.02% | +791+15.3% | Added |
| Personal Cfo Solutions, LLC | 5,964 | $2.35M | 0.48% | +34+0.6% | Added |
| Gables Capital Management Inc. | 5,974 | $2.35M | 1.54% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,970 | $2.35M | 0.49% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 5,981 | $2.35M | 0.89% | 00.0% | Unchanged |
| Vetamer Capital Management, L.P. | 5,982 | $2.35M | 3.63% | −6,049−50.3% | Reduced |
| PFG Advisors | 5,997 | $2.36M | 0.18% | +1,243+26.1% | Added |
| Grove Bank & Trust | 5,998 | $2.36M | 0.48% | +233+4.0% | Added |
| Knollwood Investment Advisory, LLC | 6,000 | $2.36M | 0.80% | 00.0% | Unchanged |
| WealthPLAN Partners, LLC | 6,002 | $2.36M | 0.33% | −5,281−46.8% | Reduced |
| WealthPlan Investment Management, LLC | 6,007 | $2.36M | 0.70% | −8,048−57.3% | Reduced |
| Stableford Capital II LLC | 5,954 | $2.36M | 1.05% | +5,954 | New |
| Optas, LLC | 6,045 | $2.38M | 0.80% | +169+2.9% | Added |
| Hyperion Capital Advisors LP | 6,051 | $2.38M | 1.29% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 6,062 | $2.38M | 0.52% | −53−0.9% | Reduced |
| Cape Cod Five Cents Savings Bank | 6,077 | $2.39M | 0.25% | −514−7.8% | Reduced |
| SkyView Investment Advisors, LLC | 6,029 | $2.40M | 0.60% | +2,341+63.5% | Added |
| Wedmont Private Capital | 5,970 | $2.40M | 0.26% | +806+15.6% | Added |
| Holderness Investments Co | 6,147 | $2.42M | 0.89% | +97+1.6% | Added |
| Benjamin Edwards Inc | 6,190 | $2.43M | 0.57% | −1,019−14.1% | Reduced |
| United Fire Group Inc | 6,200 | $2.44M | 1.88% | −3,000−32.6% | Reduced |
| L & S Advisors Inc | 6,203 | $2.44M | 0.33% | +5+0.1% | Added |
| International Assets Investment Management, LLC | 6,203 | $2.44M | 0.33% | +849+15.9% | Added |
| Avalon Trust Co | 6,225 | $2.45M | 0.22% | 00.0% | Unchanged |
| Geller Advisors LLC | 6,226 | $2.45M | 0.31% | +2,675+75.3% | Added |
| Alphinity Investment Management Pty Ltd | 6,246 | $2.46M | 0.04% | −790−11.2% | Reduced |
| Elmwood Wealth Management, Inc. | 6,249 | $2.46M | 1.15% | −381−5.7% | Reduced |
| Family Management Corp | 6,257 | $2.46M | 0.54% | −38−0.6% | Reduced |
| Good Life Advisors, LLC | 6,262 | $2.46M | 0.28% | +1,042+20.0% | Added |
| Hazlett, Burt & Watson, Inc. | 6,263 | $2.46M | 1.84% | 00.0% | Unchanged |
| Garrison Asset Management, LLC | 6,268 | $2.47M | 1.48% | −67−1.1% | Reduced |
| Independent Financial Group, LLC | 6,278 | $2.47M | 0.17% | +751+13.6% | Added |
| K.J. Harrison & Partners Inc | 6,339 | $2.48M | 0.45% | 00.0% | Unchanged |
| Boston Trust Walden Corp | 6,326 | $2.49M | 0.02% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 6,353 | $2.50M | 1.59% | −522−7.6% | Reduced |
| Farmers & Merchants Investments Inc | 6,370 | $2.51M | 0.09% | −8−0.1% | Reduced |
| Global Retirement Partners, LLC | 6,372 | $2.51M | 0.12% | +321+5.3% | Added |
| AMG National Trust Bank | 6,389 | $2.51M | 0.08% | −30−0.5% | Reduced |
| United Bank | 6,393 | $2.51M | 1.43% | −397−5.8% | Reduced |
| Aviance Capital Partners, LLC | 6,426 | $2.53M | 0.54% | 00.0% | Unchanged |
| Spinnaker Trust | 6,450 | $2.54M | 0.18% | −66−1.0% | Reduced |