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 |
|---|---|---|---|---|---|
| First Pacific Advisors, LP | 2,760 | $1.09M | 0.02% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,754 | $1.08M | 0.98% | +71+2.6% | Added |
| Monumental Financial Group Inc. | 2,750 | $1.08M | 0.73% | +2,750 | New |
| Aptus Capital Advisors, LLC | 2,716 | $1.07M | 0.03% | +505+22.8% | Added |
| Stiles Financial Services Inc | 2,709 | $1.07M | 0.53% | +83+3.2% | Added |
| ORG Partners LLC | 2,707 | $1.06M | 0.17% | +2,707 | New |
| Buckingham Strategic Partners | 2,697 | $1.06M | 0.06% | +1,549+134.9% | Added |
| Cedar Brook Financial Partners, LLC | 2,696 | $1.06M | 0.25% | −57−2.1% | Reduced |
| Linden Thomas Advisory Services, LLC | 2,692 | $1.06M | 0.24% | +237+9.7% | Added |
| Zions Bancorporation, N.A. | 2,690 | $1.06M | 0.09% | −628−18.9% | Reduced |
| Hamilton Capital, LLC | 2,684 | $1.06M | 0.07% | +5+0.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 2,675 | $1.05M | 0.62% | +3+0.1% | Added |
| Veracity Capital LLC | 2,670 | $1.05M | 0.45% | +28+1.1% | Added |
| Prentice Wealth Management LLC | 2,670 | $1.05M | 0.48% | +114+4.5% | Added |
| Adviser Investments LLC | 2,667 | $1.05M | 0.02% | −318−10.7% | Reduced |
| US Asset Management LLC | 2,660 | $1.05M | 1.11% | −3−0.1% | Reduced |
| BLB&B Advisors, LLC | 2,651 | $1.04M | 0.07% | −74−2.7% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 2,640 | $1.04M | 0.20% | −466−15.0% | Reduced |
| Northcape Wealth Management, LLC | 2,634 | $1.04M | 0.37% | −62−2.3% | Reduced |
| Cooper Financial Group | 2,631 | $1.03M | 0.26% | +64+2.5% | Added |
| GraniteShares Advisors LLC | 2,631 | $1.03M | 0.93% | −159−5.7% | Reduced |
| SeaCrest Wealth Management, LLC | 2,628 | $1.03M | 0.13% | −113−4.1% | Reduced |
| Wedgewood Investors Inc | 2,620 | $1.03M | 1.32% | −475−15.3% | Reduced |
| KRS Capital Management, LLC | 2,614 | $1.03M | 1.03% | +35+1.4% | Added |
| PFG Investments, LLC | 2,606 | $1.02M | 0.18% | +84+3.3% | Added |
| HF Advisory Group, LLC | 2,599 | $1.02M | 0.81% | −1,114−30.0% | Reduced |
| CWS Financial Advisors, LLC | 2,592 | $1.02M | 0.39% | +5+0.2% | Added |
| RDA Financial Network | 2,590 | $1.02M | 0.43% | −32−1.2% | Reduced |
| Regal Investment Advisors LLC | 2,586 | $1.02M | 0.09% | +166+6.9% | Added |
| Accretive Wealth Partners, LLC | 2,583 | $1.02M | 0.60% | +93+3.7% | Added |
| Buckley Wealth Management, LLC | 2,570 | $1.01M | 0.34% | +70+2.8% | Added |
| Capital Advisors, Ltd. LLC | 2,568 | $1.01M | 0.15% | +556+27.6% | Added |
| Confluence Wealth Services, Inc. | 2,564 | $1.01M | 0.21% | +431+20.2% | Added |
| Oakworth Capital, Inc. | 2,559 | $1.01M | 0.09% | −27−1.0% | Reduced |
| Northern Financial Advisors Inc | 2,555 | $1.00M | 0.89% | −39−1.5% | Reduced |
| James J. Burns & Company, LLC | 2,530 | $995.0K | 0.25% | −1,770−41.2% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,526 | $993.5K | 0.26% | +59+2.4% | Added |
| Clifford Swan Investment Counsel LLC | 2,521 | $991.6K | 0.04% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 2,469 | $989.0K | 0.38% | +118+5.0% | Added |
| Professional Financial Advisors, LLC | 2,501 | $983.5K | 0.51% | +2,501 | New |
| Beaumont Asset Management, L.L.C. | 2,482 | $976.2K | 0.74% | −6−0.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,481 | $976.0K | 0.30% | −31−1.2% | Reduced |
| Lee Financial Co | 2,472 | $972.2K | 0.17% | −11−0.4% | Reduced |
| Pointe Capital Management LLC | 2,446 | $962.0K | 0.73% | 00.0% | Unchanged |
| Clare Market Investments LLC | 2,441 | $960.0K | 0.36% | +576+30.9% | Added |
| McGowan Group Asset Management, Inc. | 2,436 | $958.1K | 0.15% | +20+0.8% | Added |
| Everhart Financial Group, Inc. | 2,436 | $958.1K | 0.40% | +298+13.9% | Added |
| Seascape Capital Management | 2,435 | $958.0K | 0.45% | −3−0.1% | Reduced |
| Permit Capital, LLC | 2,435 | $957.7K | 0.36% | 00.0% | Unchanged |
| NinePointTwo Capital | 2,429 | $955.0K | 0.37% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 2,413 | $949.0K | 0.87% | +154+6.8% | Added |
| EPG Wealth Management LLC | 2,409 | $947.4K | 0.28% | +260+12.1% | Added |
| TFC Financial Management | 2,402 | $944.7K | 0.23% | +7+0.3% | Added |
| Spirit of America Management Corp | 2,400 | $943.9K | 0.21% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,400 | $943.9K | 0.63% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,396 | $942.3K | 0.19% | +646+36.9% | Added |
| Winthrop Advisory Group LLC | 2,390 | $940.1K | 0.15% | +160+7.2% | Added |
| 9258 Wealth Management, LLC | 2,388 | $939.4K | 0.18% | −31−1.3% | Reduced |
| River Street Advisors LLC | 2,387 | $938.9K | 0.90% | −19−0.8% | Reduced |
| Provident Trust Co | 2,380 | $936.1K | 0.02% | −10−0.4% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 2,380 | $935.9K | 0.35% | +82+3.6% | Added |
| Jackson Hole Capital Partners, LLC | 2,379 | $935.7K | 0.26% | 00.0% | Unchanged |
| Paragon Advisors, LLC | 2,376 | $934.0K | 0.30% | −1,186−33.3% | Reduced |
| Arlington Partners LLC | 2,374 | $933.7K | 0.14% | +1,692+248.1% | Added |
| Concord Wealth Partners | 2,366 | $930.6K | 0.20% | +612+34.9% | Added |
| First Western Trust Bank | 2,363 | $929.4K | 0.05% | +48+2.1% | Added |
| Zuckerman Investment Group, LLC | 2,358 | $927.4K | 0.13% | +587+33.1% | Added |
| Wallace Capital Management Inc. | 2,350 | $924.3K | 0.14% | +1,250+113.6% | Added |
| Renasant Bank | 2,346 | $922.7K | 0.75% | +1,345+134.4% | Added |
| Financial Architects, Inc | 2,333 | $917.7K | 0.14% | +143+6.5% | Added |
| Great Diamond Partners, LLC | 2,327 | $915.2K | 0.24% | +62+2.7% | Added |
| BerganKDV Wealth Management, LLC | 2,320 | $912.5K | 0.09% | −80−3.3% | Reduced |
| Prestige Wealth Management Group LLC | 2,319 | $912.1K | 0.22% | +68+3.0% | Added |
| Evanson Asset Management, LLC | 2,309 | $908.2K | 0.09% | 00.0% | Unchanged |
| Lavaca Capital LLC | 2,305 | $906.6K | 0.28% | −73−3.1% | Reduced |
| Richard W. Paul & Associates, LLC | 2,301 | $905.2K | 0.39% | +83+3.7% | Added |
| Brand Asset Management Group, Inc. | 2,301 | $905.0K | 0.43% | 00.0% | Unchanged |
| Avestar Capital, LLC | 2,300 | $904.6K | 0.16% | −325−12.4% | Reduced |
| Green Harvest Asset Management LLC | 2,289 | $900.3K | 0.03% | +57+2.6% | Added |
| SevenBridge Financial Group, LLC | 2,286 | $899.1K | 0.23% | 00.0% | Unchanged |
| Resources Management Corp | 2,278 | $896.0K | 0.14% | −26,722−92.1% | Reduced |
| Providence Wealth Advisors, LLC | 2,254 | $889.7K | 0.98% | −98−4.2% | Reduced |
| Penobscot Wealth Management | 2,261 | $889.0K | 0.65% | +40+1.8% | Added |
| IMS Capital Management | 2,257 | $887.7K | 0.49% | +235+11.6% | Added |
| Symphony Financial, Ltd. Co. | 2,280 | $884.4K | 0.22% | +879+62.7% | Added |
| Dorchester Wealth Management Co | 2,248 | $884.3K | 0.18% | −300−11.8% | Reduced |
| Tributary Capital Management, LLC | 2,240 | $881.0K | 0.08% | −55−2.4% | Reduced |
| Deseret Mutual Benefit Administrators | 2,237 | $879.8K | 0.34% | −104−4.4% | Reduced |
| Golden State Equity Partners | 2,235 | $879.1K | 0.25% | +1,169+109.7% | Added |
| Demars Financial Group, LLC | 2,234 | $878.8K | 0.49% | −67−2.9% | Reduced |
| Two Sigma Securities, LLC | 2,233 | $878.2K | 0.07% | −31,374−93.4% | Reduced |
| Client 1st Advisory Group, LLC | 2,226 | $875.5K | 0.46% | −808−26.6% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,223 | $874.5K | 0.16% | +215+10.7% | Added |
| Peterson Wealth Management | 2,222 | $873.9K | 0.69% | +2,222 | New |
| 3Chopt Investment Partners, LLC | 2,219 | $872.7K | 0.44% | −81−3.5% | Reduced |
| FirstPurpose Wealth LLC | 2,209 | $868.8K | 0.37% | +97+4.6% | Added |
| Sandbox Financial Partners, LLC | 2,205 | $867.2K | 0.45% | +108+5.2% | Added |
| Alta Advisers Ltd | 2,200 | $865.3K | 0.49% | 00.0% | Unchanged |
| FFT Wealth Management LLC | 2,194 | $862.9K | 0.11% | −29−1.3% | Reduced |
| Prio Wealth Limited Partnership | 2,191 | $861.7K | 0.03% | 00.0% | Unchanged |