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 |
|---|---|---|---|---|---|
| Family Management Corp | 6,257 | $2.46M | 0.54% | −38−0.6% | Reduced |
| Elmwood Wealth Management, Inc. | 6,249 | $2.46M | 1.15% | −381−5.7% | Reduced |
| Alphinity Investment Management Pty Ltd | 6,246 | $2.46M | 0.04% | −790−11.2% | Reduced |
| Geller Advisors LLC | 6,226 | $2.45M | 0.31% | +2,675+75.3% | Added |
| Avalon Trust Co | 6,225 | $2.45M | 0.22% | 00.0% | Unchanged |
| International Assets Investment Management, LLC | 6,203 | $2.44M | 0.33% | +849+15.9% | Added |
| L & S Advisors Inc | 6,203 | $2.44M | 0.33% | +5+0.1% | Added |
| United Fire Group Inc | 6,200 | $2.44M | 1.88% | −3,000−32.6% | Reduced |
| Benjamin Edwards Inc | 6,190 | $2.43M | 0.57% | −1,019−14.1% | Reduced |
| Holderness Investments Co | 6,147 | $2.42M | 0.89% | +97+1.6% | Added |
| Wedmont Private Capital | 5,970 | $2.40M | 0.26% | +806+15.6% | Added |
| SkyView Investment Advisors, LLC | 6,029 | $2.40M | 0.60% | +2,341+63.5% | Added |
| Cape Cod Five Cents Savings Bank | 6,077 | $2.39M | 0.25% | −514−7.8% | Reduced |
| Coastal Investment Advisors, Inc. | 6,062 | $2.38M | 0.52% | −53−0.9% | Reduced |
| Hyperion Capital Advisors LP | 6,051 | $2.38M | 1.29% | 00.0% | Unchanged |
| Optas, LLC | 6,045 | $2.38M | 0.80% | +169+2.9% | Added |
| Stableford Capital II LLC | 5,954 | $2.36M | 1.05% | +5,954 | New |
| WealthPlan Investment Management, LLC | 6,007 | $2.36M | 0.70% | −8,048−57.3% | Reduced |
| WealthPLAN Partners, LLC | 6,002 | $2.36M | 0.33% | −5,281−46.8% | Reduced |
| Knollwood Investment Advisory, LLC | 6,000 | $2.36M | 0.80% | 00.0% | Unchanged |
| Grove Bank & Trust | 5,998 | $2.36M | 0.48% | +233+4.0% | Added |
| PFG Advisors | 5,997 | $2.36M | 0.18% | +1,243+26.1% | Added |
| Vetamer Capital Management, L.P. | 5,982 | $2.35M | 3.63% | −6,049−50.3% | Reduced |
| Sentry Investment Management LLC | 5,981 | $2.35M | 0.89% | 00.0% | Unchanged |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,970 | $2.35M | 0.49% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 5,974 | $2.35M | 1.54% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 5,964 | $2.35M | 0.48% | +34+0.6% | Added |
| Strengthening Families & Communities, LLC | 5,960 | $2.34M | 1.02% | +791+15.3% | Added |
| Wrapmanager Inc | 5,914 | $2.33M | 0.71% | −214−3.5% | Reduced |
| Bank of Hawaii | 5,910 | $2.32M | 0.13% | −233−3.8% | Reduced |
| Daymark Wealth Partners, LLC | 5,907 | $2.32M | 0.17% | +5,021+566.7% | Added |
| Channing Global Advisors, LLC | 5,905 | $2.32M | 2.35% | −78−1.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 5,897 | $2.32M | 1.43% | −125−2.1% | Reduced |
| James Hambro & Partners | 5,902 | $2.32M | 0.15% | +23+0.4% | Added |
| Continuum Advisory, LLC | 5,893 | $2.32M | 0.37% | +52+0.9% | Added |
| Meridian Wealth Management, LLC | 5,888 | $2.32M | 0.20% | −1,439−19.6% | Reduced |
| Optimum Investment Advisors | 5,885 | $2.31M | 1.13% | −206−3.4% | Reduced |
| EHP Funds Inc. | 5,880 | $2.31M | 0.66% | −3,610−38.0% | Reduced |
| Sicart Associates LLC | 5,869 | $2.31M | 0.90% | −114−1.9% | Reduced |
| Caxton Associates LP | 5,865 | $2.31M | 0.34% | +3,544+152.7% | Added |
| Caldwell Investment Management Ltd. | 5,938 | $2.30M | 1.74% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 5,846 | $2.30M | 1.12% | −19−0.3% | Reduced |
| Jackson Square Capital, LLC | 5,827 | $2.29M | 0.92% | −74−1.3% | Reduced |
| RiverPark Advisors, LLC | 5,793 | $2.28M | 2.09% | −337−5.5% | Reduced |
| Lake Street Financial LLC | 5,778 | $2.27M | 0.40% | +15+0.3% | Added |
| Sander Capital Advisors Inc | 5,768 | $2.27M | 1.24% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 5,766 | $2.27M | 1.44% | 00.0% | Unchanged |
| S&CO Inc | 5,763 | $2.27M | 0.18% | +1,330+30.0% | Added |
| Fifth Third Wealth Advisors LLC | 5,735 | $2.26M | 1.45% | +3,683+179.5% | Added |
| Abbrea Capital, LLC | 5,706 | $2.24M | 0.35% | +454+8.6% | Added |
| Benchmark Investment Advisors LLC | 5,702 | $2.24M | 2.07% | −2,308−28.8% | Reduced |
| Inlet Private Wealth, LLC | 5,702 | $2.24M | 0.57% | +15+0.3% | Added |
| Dudley Capital Management, LLC | 5,679 | $2.23M | 1.50% | −175−3.0% | Reduced |
| Martin & Co Inc | 5,673 | $2.23M | 0.56% | −304−5.1% | Reduced |
| Bulltick Wealth Management, LLC | 5,654 | $2.22M | 0.52% | −547−8.8% | Reduced |
| Mitchell Sinkler & Starr | 5,638 | $2.22M | 0.63% | −15−0.3% | Reduced |
| Belpointe Asset Management LLC | 5,604 | $2.20M | 0.23% | −1,750−23.8% | Reduced |
| Girard Partners Ltd. | 5,586 | $2.20M | 0.23% | −23−0.4% | Reduced |
| Princeton Capital Management LLC | 5,565 | $2.19M | 0.91% | +228+4.3% | Added |
| Koshinski Asset Management, Inc. | 5,534 | $2.18M | 0.23% | −1,683−23.3% | Reduced |
| Cordatus Wealth Management LLC | 5,530 | $2.17M | 0.82% | +4,140+297.8% | Added |
| Wolverine Trading, LLC | 5,593 | $2.17M | 0.03% | +3,132+127.3% | Added |
| Heartland Bank & Trust Co | 5,496 | $2.16M | 1.69% | −591−9.7% | Reduced |
| Voya Financial Advisors, Inc. | 5,575 | $2.16M | 0.25% | −211−3.6% | Reduced |
| Calamos Wealth Management LLC | 5,492 | $2.16M | 0.16% | −4,986−47.6% | Reduced |
| Angeles Wealth Management, LLC | 5,457 | $2.15M | 0.29% | +1,282+30.7% | Added |
| Hilltop Holdings Inc. | 5,444 | $2.14M | 0.26% | −25−0.5% | Reduced |
| Algert Global LLC | 5,421 | $2.13M | 0.09% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 5,399 | $2.12M | 0.56% | −206−3.7% | Reduced |
| Mission Wealth Management, LP | 5,395 | $2.12M | 0.08% | −548−9.2% | Reduced |
| Cornerstone Wealth Management, LLC | 5,379 | $2.12M | 0.19% | −112−2.0% | Reduced |
| Scott & Selber, Inc. | 5,373 | $2.11M | 0.83% | −22−0.4% | Reduced |
| Simmons Bank | 5,367 | $2.11M | 0.18% | −1,112−17.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,365 | $2.11M | 0.34% | −49−0.9% | Reduced |
| Richard Bernstein Advisors LLC | 5,343 | $2.10M | 0.04% | −7,252−57.6% | Reduced |
| Capital Counsel LLC | 5,315 | $2.09M | 0.12% | −100−1.8% | Reduced |
| Quantum Private Wealth, LLC | 5,306 | $2.09M | 0.96% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 5,304 | $2.09M | 1.67% | −902−14.5% | Reduced |
| My Legacy Advisors, LLC | 5,203 | $2.08M | 0.82% | −106−2.0% | Reduced |
| Amarillo National Bank | 5,291 | $2.08M | 0.40% | 00.0% | Unchanged |
| Visionary Wealth Advisors | 5,284 | $2.08M | 0.17% | +1,052+24.9% | Added |
| Weatherly Asset Management L. P. | 5,272 | $2.07M | 0.24% | +240+4.8% | Added |
| Jacobi Capital Management LLC | 5,272 | $2.07M | 0.23% | −1,156−18.0% | Reduced |
| Sovereign Financial Group, Inc. | 5,244 | $2.06M | 0.67% | +47+0.9% | Added |
| Miracle Mile Advisors, LLC | 5,235 | $2.06M | 0.06% | −20−0.4% | Reduced |
| Howland Capital Management LLC | 5,197 | $2.04M | 0.12% | +18+0.3% | Added |
| DeDora Capital, Inc. | 5,178 | $2.04M | 0.79% | +524+11.3% | Added |
| Institutional & Family Asset Management, LLC | 5,173 | $2.03M | 0.33% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.03M | 0.72% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 5,157 | $2.03M | 0.20% | −54−1.0% | Reduced |
| Mutual Advisors, LLC | 5,149 | $2.03M | 0.08% | +103+2.0% | Added |
| Riverpark Capital Management LLC | 5,126 | $2.02M | 3.57% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,121 | $2.01M | 0.15% | −14−0.3% | Reduced |
| Brighton Jones LLC | 5,106 | $2.01M | 0.10% | −91−1.8% | Reduced |
| West Branch Capital LLC | 5,086 | $2.00M | 1.00% | +200+4.1% | Added |
| Deane Retirement Strategies, Inc. | 5,079 | $2.00M | 1.09% | +41+0.8% | Added |
| Nicholas Hoffman & Company, LLC. | 5,063 | $1.99M | 0.08% | +3+0.1% | Added |
| We Are One Seven, LLC | 5,063 | $1.99M | 0.18% | −262−4.9% | Reduced |
| Citizens Financial Group Inc | 5,062 | $1.99M | 0.07% | −1,624−24.3% | Reduced |
| Carmichael Hill & Associates, Inc. | 5,061 | $1.99M | 0.95% | 00.0% | Unchanged |