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.
| 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 |
|---|---|---|---|---|---|
| Sentinus, LLC | 1,113 | $437.6K | 0.14% | +370+49.8% | Added |
| Cyndeo Wealth Partners, LLC | 1,113 | $437.7K | 0.05% | −22−1.9% | Reduced |
| Crew Capital Management, Ltd. | 1,113 | $437.7K | 0.50% | −6−0.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,113 | $437.8K | 0.21% | −220−16.5% | Reduced |
| Frisch Financial Group, Inc. | 1,113 | $438.0K | 0.21% | −52−4.5% | Reduced |
| Fragasso Group Inc. | 1,115 | $438.3K | 0.05% | +127+12.9% | Added |
| Paul Damon & Associates, Inc. | 1,121 | $440.9K | 0.28% | +105+10.3% | Added |
| Clear Creek Financial Management, LLC | 1,129 | $443.9K | 0.08% | −113−9.1% | Reduced |
| Horiko Capital Management LLC | 1,130 | $444.4K | 0.25% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 1,135 | $446.0K | 1.11% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,139 | $446.2K | 0.16% | +30+2.7% | Added |
| Arcus Capital Partners, LLC | 1,139 | $447.9K | 0.13% | −2−0.2% | Reduced |
| Albion Financial Group | 1,144 | $449.9K | 0.04% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,143 | $450.0K | 0.03% | +568+98.8% | Added |
| Northstar Advisory Group, LLC | 1,149 | $451.9K | 0.30% | −1,118−49.3% | Reduced |
| Grey Street Capital, LLC | 1,149 | $451.9K | 0.24% | +132+13.0% | Added |
| Claret Asset Management Corp | 1,150 | $452.0K | 0.09% | +31+2.8% | Added |
| Diversified Portfolios, Inc. | 1,150 | $452.3K | 0.09% | 00.0% | Unchanged |
| Empire Financial Management Company, LLC | 1,150 | $452.3K | 0.18% | +116+11.2% | Added |
| Objective Capital Management, LLC | 1,153 | $453.5K | 0.40% | −23−2.0% | Reduced |
| Advisors Preferred, LLC | 1,154 | $454.6K | 0.11% | +1,154 | New |
| Cardinal Strategic Wealth Guidance | 1,158 | $455.4K | 0.20% | −33−2.8% | Reduced |
| Hartford Financial Management Inc. | 1,163 | $457.4K | 0.11% | −1−0.1% | Reduced |
| NEIRG Wealth Management, LLC | 1,165 | $458.2K | 0.08% | −11−0.9% | Reduced |
| Seven Post Investment Office LP | 1,165 | $458.2K | 0.14% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,172 | $460.9K | 0.11% | −51−4.2% | Reduced |
| McIlrath & Eck, LLC | 1,172 | $460.9K | 0.10% | −10−0.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,173 | $461.3K | 0.15% | −1,765−60.1% | Reduced |
| Aj Wealth Strategies, LLC | 1,174 | $461.7K | 0.02% | −26−2.2% | Reduced |
| Blue Barn Wealth, LLC | 1,174 | $461.7K | 0.30% | +6+0.5% | Added |
| GTS Securities LLC | 1,175 | $462.1K | 0.01% | +1,175 | New |
| Financial Engines Advisors L.L.C. | 1,175 | $462.3K | 0.00% | +347+41.9% | Added |
| Alphadyne Asset Management LP | 1,177 | $462.9K | 1.42% | +1,177 | New |
| MBE Wealth Management, LLC | 1,179 | $463.7K | 0.25% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 1,180 | $464.0K | 0.30% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,180 | $464.1K | 0.36% | +69+6.2% | Added |
| Warren Averett Asset Management, LLC | 1,183 | $465.3K | 0.02% | +1,183 | New |
| Financial Perspectives, Inc | 1,183 | $465.4K | 0.20% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 1,185 | $465.9K | 0.09% | +181+18.0% | Added |
| Engineers Gate Manager LP | 1,188 | $467.2K | 0.02% | −1,354−53.3% | Reduced |
| Granite Bay Wealth Management, LLC | 1,190 | $468.0K | 0.44% | +34+2.9% | Added |
| Tradition Wealth Management, LLC | 1,189 | $468.0K | 0.05% | +82+7.4% | Added |
| PFW Advisors LLC | 1,186 | $468.4K | 0.16% | +1,186 | New |
| Values Added Financial LLC | 1,193 | $469.4K | 0.44% | +1,193 | New |
| Aries Wealth Management | 1,196 | $470.4K | 0.18% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,199 | $471.5K | 0.03% | −551−31.5% | Reduced |
| Keystone Financial Group | 1,199 | $471.7K | 0.08% | +1,199 | New |
| Gyroscope Capital Management Group, LLC | 1,200 | $472.0K | 0.11% | +1,200 | New |
| WESPAC Advisors, LLC | 1,211 | $476.3K | 0.38% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 1,214 | $477.5K | 0.36% | −43−3.4% | Reduced |
| Cassia Capital Partners, LLC | 1,214 | $477.5K | 0.38% | +1,214 | New |
| Founders Financial Alliance, LLC | 1,215 | $477.7K | 0.19% | +236+24.1% | Added |
| Ausdal Financial Partners, Inc. | 1,219 | $479.6K | 0.07% | +12+1.0% | Added |
| Fort Pitt Capital Group, LLC | 1,221 | $480.2K | 0.02% | −7−0.6% | Reduced |
| Aveo Capital Partners, LLC | 1,223 | $481.0K | 0.06% | +29+2.4% | Added |
| Rock Creek Group, LP | 1,224 | $481.4K | 0.07% | +66+5.7% | Added |
| Rede Wealth, LLC | 1,228 | $483.0K | 0.23% | −1−0.1% | Reduced |
| Westmount Partners, LLC | 1,229 | $483.4K | 0.21% | +94+8.3% | Added |
| Paragon Private Wealth Management, LLC | 1,230 | $483.8K | 0.38% | −191−13.4% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,233 | $484.9K | 0.06% | −153−11.0% | Reduced |
| TruWealth Advisors, LLC | 1,237 | $486.6K | 0.04% | 00.0% | Unchanged |
| Harfst & Associates, Inc. | 1,239 | $487.3K | 0.13% | −5,413−81.4% | Reduced |
| MSH Capital Advisors LLC | 1,244 | $489.2K | 0.18% | +257+26.0% | Added |
| Tanaka Capital Management Inc | 1,246 | $490.0K | 1.32% | −10−0.8% | Reduced |
| Vigilant Capital Management, LLC | 1,247 | $490.0K | 0.04% | +600+92.7% | Added |
| MCF Advisors LLC | 1,247 | $490.4K | 0.04% | +1+0.1% | Added |
| Fortitude Advisory Group L.L.C. | 1,247 | $490.4K | 0.36% | +365+41.4% | Added |
| TFB Advisors LLC | 1,248 | $490.8K | 0.21% | +419+50.5% | Added |
| LaFleur & Godfrey LLC | 1,250 | $491.6K | 0.07% | 00.0% | Unchanged |
| Aristides Capital LLC | 1,250 | $491.6K | 0.29% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,250 | $491.6K | 0.08% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,254 | $493.3K | 0.02% | +150+13.6% | Added |
| Milestone Advisory Partners | 1,260 | $495.6K | 0.45% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,262 | $496.3K | 0.07% | −62−4.7% | Reduced |
| Cardiff Park Advisors, LLC | 1,267 | $498.3K | 0.06% | +1+0.1% | Added |
| Firethorn Wealth Partners, LLC | 1,269 | $499.3K | 0.37% | −84−6.2% | Reduced |
| Berkshire Asset Management LLC | 1,270 | $499.5K | 0.03% | −10−0.8% | Reduced |
| First Command Bank | 1,272 | $500.3K | 0.05% | +116+10.0% | Added |
| First Command Financial Services, Inc. | 1,272 | $500.3K | 0.05% | +116+10.0% | Added |
| Mark Stevens | 1,273 | $500.7K | 0.06% | +1+0.1% | Added |
| Key Financial Inc | 1,280 | $503.4K | 0.17% | +46+3.7% | Added |
| Fortem Financial Group, LLC | 1,284 | $505.0K | 0.30% | +13+1.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,285 | $505.4K | 0.02% | −566−30.6% | Reduced |
| Boyd Watterson Asset Management LLC | 1,290 | $507.4K | 0.20% | 00.0% | Unchanged |
| Carolinas Wealth Consulting LLC | 1,294 | $508.7K | 0.10% | −116−8.2% | Reduced |
| Vicus Capital | 1,296 | $509.8K | 0.05% | −379−22.6% | Reduced |
| JMG Financial Group, Ltd. | 1,296 | $510.0K | 0.02% | −40−3.0% | Reduced |
| Cedrus LLC | 1,297 | $510.1K | 0.36% | −272−17.3% | Reduced |
| Paradigm Asset Management Co LLC | 1,299 | $510.9K | 0.14% | −400−23.5% | Reduced |
| New World Advisors LLC | 1,300 | $511.3K | 0.18% | +26+2.0% | Added |
| Cahaba Wealth Management, Inc. | 1,301 | $511.5K | 0.06% | +2+0.2% | Added |
| Concord Asset Management, LLC | 1,301 | $511.7K | 0.18% | +134+11.5% | Added |
| Capital Advisors Inc | 1,303 | $512.5K | 0.01% | +89+7.3% | Added |
| Townsend & Associates, Inc | 1,282 | $514.4K | 0.13% | +460+56.0% | Added |
| Pacitti Group Inc. | 1,310 | $515.3K | 0.36% | −43−3.2% | Reduced |
| MONECO Advisors, LLC | 1,312 | $515.8K | 0.14% | +9+0.7% | Added |
| Plante Moran Financial Advisors, LLC | 1,312 | $516.0K | 0.06% | −85−6.1% | Reduced |
| Full Sail Capital, LLC | 1,313 | $516.4K | 0.04% | +17+1.3% | Added |
| Salvus Wealth Management, LLC | 1,317 | $518.0K | 0.40% | −19−1.4% | Reduced |
| BlueCrest Capital Management Ltd | 1,317 | $518.0K | 0.07% | +1,317 | New |