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 |
|---|---|---|---|---|---|
| JMG Financial Group, Ltd. | 1,296 | $510.0K | 0.02% | −40−3.0% | Reduced |
| Vicus Capital | 1,296 | $509.8K | 0.05% | −379−22.6% | Reduced |
| Carolinas Wealth Consulting LLC | 1,294 | $508.7K | 0.10% | −116−8.2% | Reduced |
| Boyd Watterson Asset Management LLC | 1,290 | $507.4K | 0.20% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1,285 | $505.4K | 0.02% | −566−30.6% | Reduced |
| Fortem Financial Group, LLC | 1,284 | $505.0K | 0.30% | +13+1.0% | Added |
| Key Financial Inc | 1,280 | $503.4K | 0.17% | +46+3.7% | Added |
| Mark Stevens | 1,273 | $500.7K | 0.06% | +1+0.1% | Added |
| 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 |
| Berkshire Asset Management LLC | 1,270 | $499.5K | 0.03% | −10−0.8% | Reduced |
| Firethorn Wealth Partners, LLC | 1,269 | $499.3K | 0.37% | −84−6.2% | Reduced |
| Cardiff Park Advisors, LLC | 1,267 | $498.3K | 0.06% | +1+0.1% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,262 | $496.3K | 0.07% | −62−4.7% | Reduced |
| Milestone Advisory Partners | 1,260 | $495.6K | 0.45% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 1,254 | $493.3K | 0.02% | +150+13.6% | 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 |
| TFB Advisors LLC | 1,248 | $490.8K | 0.21% | +419+50.5% | Added |
| Fortitude Advisory Group L.L.C. | 1,247 | $490.4K | 0.36% | +365+41.4% | Added |
| MCF Advisors LLC | 1,247 | $490.4K | 0.04% | +1+0.1% | 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 |
| MSH Capital Advisors LLC | 1,244 | $489.2K | 0.18% | +257+26.0% | Added |
| Harfst & Associates, Inc. | 1,239 | $487.3K | 0.13% | −5,413−81.4% | Reduced |
| TruWealth Advisors, LLC | 1,237 | $486.6K | 0.04% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,233 | $484.9K | 0.06% | −153−11.0% | Reduced |
| Paragon Private Wealth Management, LLC | 1,230 | $483.8K | 0.38% | −191−13.4% | Reduced |
| Westmount Partners, LLC | 1,229 | $483.4K | 0.21% | +94+8.3% | Added |
| Rede Wealth, LLC | 1,228 | $483.0K | 0.23% | −1−0.1% | Reduced |
| Rock Creek Group, LP | 1,224 | $481.4K | 0.07% | +66+5.7% | Added |
| Aveo Capital Partners, LLC | 1,223 | $481.0K | 0.06% | +29+2.4% | Added |
| Fort Pitt Capital Group, LLC | 1,221 | $480.2K | 0.02% | −7−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 1,219 | $479.6K | 0.07% | +12+1.0% | Added |
| Founders Financial Alliance, LLC | 1,215 | $477.7K | 0.19% | +236+24.1% | Added |
| 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 |
| WESPAC Advisors, LLC | 1,211 | $476.3K | 0.38% | 00.0% | Unchanged |
| Gyroscope Capital Management Group, LLC | 1,200 | $472.0K | 0.11% | +1,200 | New |
| Keystone Financial Group | 1,199 | $471.7K | 0.08% | +1,199 | New |
| Avidian Wealth Solutions, LLC | 1,199 | $471.5K | 0.03% | −551−31.5% | Reduced |
| Aries Wealth Management | 1,196 | $470.4K | 0.18% | 00.0% | Unchanged |
| Values Added Financial LLC | 1,193 | $469.4K | 0.44% | +1,193 | New |
| PFW Advisors LLC | 1,186 | $468.4K | 0.16% | +1,186 | New |
| 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 |
| Engineers Gate Manager LP | 1,188 | $467.2K | 0.02% | −1,354−53.3% | Reduced |
| Silicon Valley Capital Partners | 1,185 | $465.9K | 0.09% | +181+18.0% | Added |
| Financial Perspectives, Inc | 1,183 | $465.4K | 0.20% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 1,183 | $465.3K | 0.02% | +1,183 | New |
| Granite Harbor Advisors, Inc. | 1,180 | $464.1K | 0.36% | +69+6.2% | Added |
| Citadel Investment Advisory, Inc. | 1,180 | $464.0K | 0.30% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 1,179 | $463.7K | 0.25% | 00.0% | Unchanged |
| Alphadyne Asset Management LP | 1,177 | $462.9K | 1.42% | +1,177 | New |
| Financial Engines Advisors L.L.C. | 1,175 | $462.3K | 0.00% | +347+41.9% | Added |
| GTS Securities LLC | 1,175 | $462.1K | 0.01% | +1,175 | New |
| 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 |
| Asahi Life Asset Management Co., Ltd. | 1,173 | $461.3K | 0.15% | −1,765−60.1% | Reduced |
| 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 |
| 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 |
| Hartford Financial Management Inc. | 1,163 | $457.4K | 0.11% | −1−0.1% | Reduced |
| Cardinal Strategic Wealth Guidance | 1,158 | $455.4K | 0.20% | −33−2.8% | Reduced |
| Advisors Preferred, LLC | 1,154 | $454.6K | 0.11% | +1,154 | New |
| Objective Capital Management, LLC | 1,153 | $453.5K | 0.40% | −23−2.0% | Reduced |
| 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 |
| Claret Asset Management Corp | 1,150 | $452.0K | 0.09% | +31+2.8% | 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 |
| Cookson Peirce & Co Inc | 1,143 | $450.0K | 0.03% | +568+98.8% | Added |
| Albion Financial Group | 1,144 | $449.9K | 0.04% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,139 | $447.9K | 0.13% | −2−0.2% | Reduced |
| Fernwood Investment Management, LLC | 1,139 | $446.2K | 0.16% | +30+2.7% | Added |
| Connective Portfolio Management, LLC | 1,135 | $446.0K | 1.11% | 00.0% | Unchanged |
| Horiko Capital Management LLC | 1,130 | $444.4K | 0.25% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,129 | $443.9K | 0.08% | −113−9.1% | Reduced |
| Paul Damon & Associates, Inc. | 1,121 | $440.9K | 0.28% | +105+10.3% | Added |
| Fragasso Group Inc. | 1,115 | $438.3K | 0.05% | +127+12.9% | Added |
| Frisch Financial Group, Inc. | 1,113 | $438.0K | 0.21% | −52−4.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 1,113 | $437.8K | 0.21% | −220−16.5% | Reduced |
| 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 |
| Sentinus, LLC | 1,113 | $437.6K | 0.14% | +370+49.8% | Added |
| Cypress Capital, LLC | 1,107 | $435.4K | 0.13% | +757+216.3% | Added |
| Conestoga Capital Advisors, LLC | 1,105 | $434.6K | 0.01% | −15−1.3% | Reduced |
| AlphaStar Capital Management, LLC | 1,103 | $433.9K | 0.05% | −57−4.9% | Reduced |
| Phillips Wealth Planners LLC | 1,101 | $433.0K | 0.57% | −8−0.7% | Reduced |
| Prism Advisors, Inc. | 1,100 | $432.6K | 0.15% | 00.0% | Unchanged |
| Orion Capital Management LLC | 1,100 | $432.6K | 0.29% | +6+0.5% | Added |
| Willow Creek Wealth Management Inc. | 1,099 | $432.2K | 0.06% | +13+1.2% | Added |
| Arden Trust Co | 1,099 | $432.0K | 0.07% | −989−47.4% | Reduced |
| Baker Avenue Asset Management, LP | 1,098 | $431.9K | 0.02% | −15−1.3% | Reduced |
| Redwood Financial Network Corp | 1,098 | $431.8K | 0.40% | +54+5.2% | Added |
| Centurion Wealth Management LLC | 1,097 | $431.4K | 0.21% | −29−2.6% | Reduced |
| Prosperity Financial Group, Inc. | 1,096 | $431.1K | 0.38% | +31+2.9% | Added |
| Clear Street Markets LLC | 1,093 | $430.0K | 0.18% | −563−34.0% | Reduced |