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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
2,788
+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
Q1 2021: 2,484 institutionsQ2 2021: 2,494 institutionsQ3 2021: 2,455 institutionsQ4 2021: 2,646 institutionsQ1 2022: 2,624 institutionsQ2 2022: 2,595 institutionsQ3 2022: 2,556 institutionsQ4 2022: 2,715 institutionsQ1 2023: 2,738 institutionsQ2 2023: 2,788 institutionsQ3 2023: 2,823 institutionsQ4 2023: 3,042 institutionsQ1 2024: 3,123 institutionsQ2 2024: 3,123 institutionsQ3 2024: 3,147 institutionsQ4 2024: 3,450 institutionsQ1 2025: 3,492 institutionsQ2 2025: 3,537 institutionsQ3 2025: 3,512 institutionsQ4 2025: 3,742 institutionsQ1 2026: 3,634 institutionsQ2 2026: 3,634 institutions
Value heldQ2 2023: $282.6B
Q1 2021: $265.3BQ2 2021: $270.2BQ3 2021: $255.2BQ4 2021: $264.8BQ1 2022: $262.5BQ2 2022: $231.2BQ3 2022: $207.8BQ4 2022: $253.3BQ1 2023: $263.3BQ2 2023: $282.6BQ3 2023: $283.0BQ4 2023: $305.0BQ1 2024: $343.5BQ2 2024: $314.8BQ3 2024: $351.6BQ4 2024: $422.8BQ1 2025: $438.3BQ2 2025: $448.2BQ3 2025: $445.2BQ4 2025: $450.8BQ1 2026: $383.8BQ2 2026: $396.2B
Institutions holding MA and their total value by quarter
QuarterHoldersValue
Q2 20263,634$396.2B
Q1 20263,634$383.8B
Q4 20253,742$450.8B
Q3 20253,512$445.2B
Q2 20253,537$448.2B
Q1 20253,492$438.3B
Q4 20243,450$422.8B
Q3 20243,147$351.6B
Q2 20243,123$314.8B
Q1 20243,123$343.5B
Q4 20233,042$305.0B
Q3 20232,823$283.0B
Q2 20232,788$282.6B
Q1 20232,738$263.3B
Q4 20222,715$253.3B
Q3 20222,556$207.8B
Q2 20222,595$231.2B
Q1 20222,624$262.5B
Q4 20212,646$264.8B
Q3 20212,455$255.2B
Q2 20212,494$270.2B
Q1 20212,484$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
InstitutionSharesValue% of portfolioChange in sharesAction
Rodgers Brothers Inc.526$206.9K0.04%+526New
Glass Jacobson Investment Advisors llc529$208.1K0.10%+529New
Brooktree Capital Management530$208.4K0.16%−22−4.0%Reduced
Independence Bank of Kentucky531$208.8K0.08%+50+10.4%Added
Integrated Investment Consultants, LLC531$208.8K0.07%+531New
Traynor Capital Management, Inc.532$209.1K0.03%−67−11.2%Reduced
TCWP LLC532$209.2K0.04%−275−34.1%Reduced
Castle Wealth Management LLC532$209.2K0.15%+532New
Marco Investment Management LLC534$210.0K0.02%+534New
Lodestar Private Asset Management LLC541$212.7K0.04%+541New
West Bancorporation Inc541$212.8K0.14%+541New
Wharton Business Group, LLC541$213.0K0.01%−270−33.3%Reduced
Norris Perne & French LLP543$213.5K0.02%+543New
First Financial Bank - Trust Division543$213.6K0.02%−60−10.0%Reduced
Vaughan David Investments LLC545$214.0K0.01%−17−3.0%Reduced
Versant Capital Management, Inc546$214.7K0.07%+12+2.2%Added
Strategic Financial Concepts, LLC547$215.2K0.08%−25−4.4%Reduced
M. Kulyk & Associates, LLC548$215.5K0.06%−41−7.0%Reduced
KLR Investment Advisors, LLC548$215.5K0.18%−31−5.4%Reduced
GW Henssler & Associates Ltd549$216.0K0.01%+549New
Tufton Capital Management550$216.3K0.05%−275−33.3%Reduced
Wealth Effects LLC550$216.3K0.10%+550New
Glassy Mountain Advisors, Inc.550$216.3K0.10%+550New
Financial Advisory Partners, LLC550$216.3K0.08%+550New
Cherrydale Wealth Management, LLC551$216.9K0.15%+551New
Westwood Holdings Group Inc.551$217.0K0.00%−89−13.9%Reduced
Retirement Income Solutions, Inc552$217.1K0.06%+552New
Fountainhead AM, LLC552$217.1K0.08%+552New
Holistic Financial Partners553$217.5K0.15%−5−0.9%Reduced
Greenwood Capital Associates LLC557$219.1K0.03%−9−1.6%Reduced
Emerald Advisors, LLC557$219.2K0.05%+557New
WR Wealth Planners, LLC558$219.5K0.08%+140+33.5%Added
Watershed Private Wealth LLC559$219.9K0.13%00.0%Unchanged
Payden & Rygel560$220.0K0.02%00.0%Unchanged
Horizon Bancorp Inc560$220.0K0.14%+42+8.1%Added
Bank of New Hampshire560$220.2K0.06%00.0%Unchanged
Tempus Wealth Planning, LLC563$221.4K0.10%−165−22.7%Reduced
Tennessee Valley Asset Management Partners563$221.6K0.07%00.0%Unchanged
GenTrust, LLC564$221.6K0.02%−90−13.8%Reduced
Morton Capital Management LLC564$221.8K0.08%00.0%Unchanged
Arcadia Investment Management Corp568$223.4K0.05%+96+20.3%Added
Tower View Investment Management & Research LLC569$224.0K0.15%−148−20.6%Reduced
Braun-Bostich & Associates Inc.570$224.2K0.48%−94−14.2%Reduced
Leonard Rickey Investment Advisors P.L.L.C.571$224.4K0.08%−9−1.6%Reduced
Meridian Investment Counsel Inc.572$225.0K0.08%+8+1.4%Added
Rooted Wealth Advisors, Inc.569$225.0K0.15%−27−4.5%Reduced
Options Solutions, LLC573$225.3K0.22%+573New
Trinity Financial Advisors LLC573$225.4K0.12%+573New
Gateway Wealth Partners, LLC575$226.0K0.04%−104−15.3%Reduced
Legacy Bridge, LLC575$226.1K0.15%00.0%Unchanged
Eubel Brady & Suttman Asset Management Inc577$227.0K0.03%+577New
Steward Financial Group LLC582$228.0K0.07%+74+14.6%Added
Hofer & Associates. Inc581$228.5K0.22%+3+0.5%Added
Tandem Capital Management Corp584$229.7K0.15%−80−12.0%Reduced
KFA Private Wealth Group, LLC584$229.8K0.10%+13+2.3%Added
Cowa, LLC585$230.1K0.15%00.0%Unchanged
Aletheian Wealth Advisors LLC585$230.1K0.16%+585New
Atomi Financial Group, Inc.585$230.2K0.10%+585New
BIP Wealth, LLC586$230.5K0.02%−34−5.5%Reduced
Sumitomo Mitsui Financial Group, Inc.595$230.7K0.01%+45+8.2%Added
Fi3 FINANCIAL ADVISORS, LLC592$232.9K0.12%−65−9.9%Reduced
Berkeley Capital Partners, LLC593$233.1K0.08%+15+2.6%Added
WealthShield Partners, LLC593$233.2K0.04%+593New
Bond & Devick Financial Network, Inc.595$234.0K0.15%−30−4.8%Reduced
Barrett & Company, Inc.596$234.2K0.14%+1+0.2%Added
Global Strategic Investment Solutions, LLC596$234.4K0.03%+12+2.1%Added
Gilman Hill Asset Management, LLC597$234.8K0.04%+21+3.6%Added
Teamwork Financial Advisors, LLC599$235.6K0.04%−96−13.8%Reduced
Hamilton Capital Partners Inc.600$236.0K0.09%−300−33.3%Reduced
American Asset Management Inc.600$236.0K0.25%00.0%Unchanged
Old Mission Investment Co LLC600$236.0K0.09%00.0%Unchanged
RE Dickinson Investment Advisors, LLC600$236.0K0.09%−32−5.1%Reduced
Black Diamond Financial, LLC602$236.8K0.07%−79−11.6%Reduced
Fusion Family Wealth LLC602$236.8K0.03%00.0%Unchanged
Phillips Financial Management, LLC603$237.2K0.02%+36+6.3%Added
Midwest Professional Planners, LTD.605$237.9K0.10%+605New
Element Pointe Advisors, LLC608$239.1K0.08%00.0%Unchanged
BlackDiamond Wealth Management Inc.596$239.2K0.20%+596New
J.Safra Asset Management Corp610$239.9K0.03%−16−2.6%Reduced
Sound Income Strategies, LLC611$240.3K0.02%+92+17.7%Added
Northstar Group, Inc.613$241.1K0.06%00.0%Unchanged
Torray LLC613$241.1K0.04%+613New
BancFirst Trust & Investment Management624$241.9K0.14%−65−9.4%Reduced
Thrive Capital Management, LLC617$242.5K0.14%+617New
Coastal Bridge Advisors, LLC617$242.7K0.06%+9+1.5%Added
M Holdings Securities, Inc.618$243.0K0.05%−1,347−68.5%Reduced
PRW Wealth Management LLC605$243.3K0.08%+605New
Titleist Asset Management, LLC620$243.9K0.05%−55−8.1%Reduced
West Michigan Advisors, LLC625$245.8K0.10%−84−11.8%Reduced
Baron Wealth Management LLC625$245.8K0.16%+29+4.9%Added
Garner Asset Management Corp626$246.0K0.14%+1+0.2%Added
Castle Rock Wealth Management, LLC627$247.6K0.08%−60−8.7%Reduced
Colonial River Wealth Management, LLC630$247.8K0.16%−54−7.9%Reduced
Freedom Day Solutions, LLC631$248.1K0.11%00.0%Unchanged
Octavia Wealth Advisors, LLC632$248.4K0.05%−104−14.1%Reduced
WealthBridge Investment Counsel Inc.632$249.0K0.10%00.0%Unchanged
Pin Oak Investment Advisors Inc633$249.0K0.28%+158+33.3%Added
Fulton Breakefield Broenniman LLC633$249.0K0.02%+12+1.9%Added
Brandywine Trust Co635$249.7K0.05%+635New
Paulson Wealth Management Inc.636$250.1K0.09%+636New