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 |
|---|---|---|---|---|---|
| Mitchell Capital Management Co | 10,438 | $4.11M | 0.94% | +86+0.8% | Added |
| Old Second National Bank of Aurora | 10,452 | $4.11M | 1.19% | −421−3.9% | Reduced |
| Grandfield & Dodd, LLC | 10,453 | $4.11M | 0.29% | +15+0.1% | Added |
| WBI Investments | 10,477 | $4.12M | 0.75% | +4,441+73.6% | Added |
| Ignite Planners, LLC | 10,611 | $4.12M | 1.59% | −48−0.5% | Reduced |
| Monetta Financial Services Inc | 10,500 | $4.13M | 4.04% | −800−7.1% | Reduced |
| Aft, Forsyth & Company, Inc. | 10,511 | $4.13M | 2.94% | −580−5.2% | Reduced |
| Vanguard Capital Wealth Advisors | 10,536 | $4.14M | 3.76% | +16+0.2% | Added |
| Barbara Oil Co. | 10,600 | $4.17M | 1.91% | 00.0% | Unchanged |
| BDO Wealth Advisors, LLC | 10,601 | $4.17M | 0.48% | +1,066+11.2% | Added |
| Citizens & Northern Corp | 10,619 | $4.18M | 1.58% | +167+1.6% | Added |
| Dynamic Advisor Solutions LLC | 10,698 | $4.21M | 0.22% | +1,096+11.4% | Added |
| Lake Street Advisors Group, LLC | 10,705 | $4.21M | 0.23% | −310−2.8% | Reduced |
| TrimTabs Asset Management, LLC | 10,724 | $4.22M | 2.13% | +3,370+45.8% | Added |
| North Star Investment Management Corp. | 10,728 | $4.22M | 0.34% | +10.0% | Added |
| Saturna Capital CORP | 10,783 | $4.24M | 0.07% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 10,788 | $4.24M | 0.03% | +363+3.5% | Added |
| IHT Wealth Management, LLC | 10,790 | $4.24M | 0.22% | +211+2.0% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,964 | $4.26M | 0.88% | 00.0% | Unchanged |
| Kennedy Investment Group | 10,854 | $4.27M | 2.50% | −471−4.2% | Reduced |
| Ameritas Investment Partners, Inc. | 10,855 | $4.27M | 0.16% | −329−2.9% | Reduced |
| BFSG, LLC | 10,884 | $4.28M | 0.73% | −2,266−17.2% | Reduced |
| Fund Management at Engine No. 1 LLC | 10,894 | $4.28M | 0.79% | +661+6.5% | Added |
| Jupiter Wealth Management LLC | 10,918 | $4.29M | 3.69% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 10,967 | $4.31M | 1.10% | −724−6.2% | Reduced |
| Financial Counselors Inc | 10,978 | $4.32M | 0.09% | −205−1.8% | Reduced |
| Pallas Capital Advisors LLC | 10,745 | $4.32M | 0.20% | +6,944+182.7% | Added |
| Olstein Capital Management, L.P. | 11,000 | $4.33M | 0.70% | −1,000−8.3% | Reduced |
| Bancreek Capital Management, LP | 11,015 | $4.33M | 3.30% | +81+0.7% | Added |
| FourThought Financial Partners, LLC | 11,020 | $4.33M | 0.57% | +668+6.5% | Added |
| BancorpSouth Bank | 11,040 | $4.34M | 0.38% | +64+0.6% | Added |
| Dempze Nancy E | 11,066 | $4.35M | 3.73% | −125−1.1% | Reduced |
| Fort Sheridan Advisors LLC | 11,072 | $4.35M | 0.99% | −230−2.0% | Reduced |
| Yacktman Asset Management LP | 11,130 | $4.38M | 0.04% | 00.0% | Unchanged |
| NovaPoint Capital, LLC | 11,132 | $4.38M | 1.63% | −16−0.1% | Reduced |
| NBW Capital LLC | 11,162 | $4.39M | 1.02% | −56−0.5% | Reduced |
| Beverly Hills Private Wealth, LLC | 11,258 | $4.41M | 0.72% | +5,726+103.5% | Added |
| Stanley-Laman Group, Ltd. | 11,231 | $4.42M | 0.73% | +21+0.2% | Added |
| Penserra Capital Management LLC | 11,277 | $4.43M | 0.09% | +4,921+77.4% | Added |
| McDonough Capital Management, Inc | 11,344 | $4.46M | 4.10% | −185−1.6% | Reduced |
| Sabal Trust CO | 11,429 | $4.50M | 0.29% | +11,429 | New |
| Summit Trail Advisors, LLC | 11,470 | $4.51M | 0.17% | +2,967+34.9% | Added |
| Advanced Asset Management Advisors Inc | 11,495 | $4.52M | 1.05% | 00.0% | Unchanged |
| Dakota Wealth Management | 11,508 | $4.53M | 0.21% | −1,925−14.3% | Reduced |
| Fairbanks Capital Management, Inc. | 11,510 | $4.53M | 3.52% | −1,610−12.3% | Reduced |
| Leavell Investment Management, Inc. | 11,528 | $4.53M | 0.31% | +100+0.9% | Added |
| Gladstone Institutional Advisory LLC | 11,618 | $4.57M | 0.28% | +2,099+22.1% | Added |
| Sequoia Financial Advisors, LLC | 11,657 | $4.58M | 0.08% | +1,197+11.4% | Added |
| Chickasaw Capital Management LLC | 11,665 | $4.59M | 0.25% | −215−1.8% | Reduced |
| Verdence Capital Advisors LLC | 11,710 | $4.61M | 0.53% | −304−2.5% | Reduced |
| Capital Insight Partners, LLC | 11,743 | $4.62M | 1.03% | −103−0.9% | Reduced |
| 1st Source Bank | 11,744 | $4.62M | 0.30% | −105−0.9% | Reduced |
| Arjuna Capital | 11,749 | $4.62M | 1.64% | +3,909+49.9% | Added |
| Peoples Financial Services Corp. | 11,754 | $4.62M | 2.07% | −831−6.6% | Reduced |
| Page Arthur B | 11,761 | $4.63M | 4.40% | −633−5.1% | Reduced |
| Stokes Capital Advisors, LLC | 11,764 | $4.63M | 1.56% | +319+2.8% | Added |
| Executive Wealth Management, LLC | 11,923 | $4.69M | 0.49% | +2,501+26.5% | Added |
| Sumitomo Life Insurance Co | 11,970 | $4.71M | 0.21% | −1,167−8.9% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,045 | $4.74M | 0.24% | −718−5.6% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 12,242 | $4.75M | 0.32% | −30.0% | Reduced |
| HB Wealth Management, LLC | 12,083 | $4.75M | 0.08% | +503+4.3% | Added |
| Old National Bancorp | 12,110 | $4.76M | 0.14% | +93+0.8% | Added |
| DoubleLine ETF Adviser LP | 12,190 | $4.79M | 1.77% | +1,399+13.0% | Added |
| Welch Group, LLC | 12,250 | $4.82M | 0.28% | +538+4.6% | Added |
| Modera Wealth Management, LLC | 12,268 | $4.82M | 0.09% | +4,173+51.6% | Added |
| Geneva Partners, LLC | 12,322 | $4.85M | 3.16% | −241−1.9% | Reduced |
| Galvin, Gaustad & Stein, LLC | 12,326 | $4.85M | 0.47% | −21,138−63.2% | Reduced |
| WCG Wealth Advisors LLC | 12,334 | $4.85M | 0.57% | −535−4.2% | Reduced |
| Altrafin AG | 12,360 | $4.86M | 2.18% | +302+2.5% | Added |
| Kesler, Norman & Wride, LLC | 12,407 | $4.88M | 1.18% | +275+2.3% | Added |
| Meeder Advisory Services, Inc. | 12,426 | $4.89M | 0.53% | +90+0.7% | Added |
| BBR Partners, LLC | 12,435 | $4.89M | 0.54% | −30.0% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 12,608 | $4.89M | 2.47% | −6,810−35.1% | Reduced |
| S.E.E.D. Planning Group LLC | 12,528 | $4.93M | 1.73% | +951+8.2% | Added |
| Ingalls & Snyder LLC | 12,547 | $4.93M | 0.24% | −30−0.2% | Reduced |
| Berkeley, Inc | 12,561 | $4.94M | 3.33% | +50.0% | Added |
| Greenland Capital Management LP | 12,593 | $4.95M | 0.71% | −895−6.6% | Reduced |
| Pinnacle Financial Partners Inc | 12,604 | $4.96M | 0.12% | +160+1.3% | Added |
| Lockheed Martin Investment Management Co | 12,670 | $4.98M | 0.29% | −120−0.9% | Reduced |
| Icon Wealth Partners, LLC | 12,689 | $4.99M | 0.53% | −528−4.0% | Reduced |
| Avitas Wealth Management LLC | 12,709 | $5.00M | 0.90% | −60−0.5% | Reduced |
| Flputnam Investment Management Co | 12,738 | $5.01M | 0.14% | +1,897+17.5% | Added |
| Trexquant Investment LP | 12,853 | $5.06M | 0.13% | −32,670−71.8% | Reduced |
| Parisi Gray Wealth Management | 13,953 | $5.07M | 2.32% | +7,535+117.4% | Added |
| Huber Capital Management LLC | 12,909 | $5.08M | 1.22% | −1,014−7.3% | Reduced |
| First Manhattan Co | 12,940 | $5.09M | 0.02% | +560+4.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,940 | $5.09M | 2.43% | +2,575+24.8% | Added |
| Whalerock Point Partners, LLC | 12,942 | $5.09M | 1.73% | +163+1.3% | Added |
| Merit Financial Group, LLC | 13,062 | $5.14M | 0.17% | −1,134−8.0% | Reduced |
| Level Four Advisory Services, LLC | 13,226 | $5.20M | 0.31% | +269+2.1% | Added |
| Investment Research & Advisory Group, Inc. | 13,271 | $5.22M | 3.05% | −47−0.4% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 13,279 | $5.22M | 0.20% | +563+4.4% | Added |
| Crestwood Advisors Group LLC | 13,351 | $5.25M | 0.17% | −5,740−30.1% | Reduced |
| Choate Investment Advisors | 13,353 | $5.25M | 0.22% | +333+2.6% | Added |
| Ostrum Asset Management | 13,365 | $5.26M | 0.44% | −1,058−7.3% | Reduced |
| CFO4Life Group, LLC | 13,434 | $5.28M | 1.13% | −83−0.6% | Reduced |
| Elite Wealth Management, Inc. | 13,475 | $5.30M | 1.77% | +2,881+27.2% | Added |
| Cullinan Associates Inc | 13,500 | $5.31M | 0.29% | −800−5.6% | Reduced |
| Donaldson Capital Management, LLC | 13,530 | $5.32M | 0.24% | +737+5.8% | Added |
| Horizon Investments, LLC | 13,576 | $5.33M | 0.15% | −519−3.7% | Reduced |