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 |
|---|---|---|---|---|---|
| Janney Capital Management LLC | 748 | $294.0K | 0.02% | −177−19.1% | Reduced |
| Fortress Wealth Group, LLC | 740 | $293.8K | 0.19% | −8−1.1% | Reduced |
| Independent Wealth Network Inc. | 746 | $293.4K | 0.18% | +2+0.3% | Added |
| Kanawha Capital Management LLC | 744 | $292.6K | 0.03% | +60+8.8% | Added |
| Madden Securities Corp | 742 | $291.8K | 0.15% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 741 | $291.6K | 0.24% | −50−6.3% | Reduced |
| Manchester Financial Inc | 741 | $291.5K | 0.08% | −6−0.8% | Reduced |
| Founders Capital Management | 740 | $291.0K | 0.21% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 735 | $289.1K | 0.42% | 00.0% | Unchanged |
| First Financial Corp | 735 | $289.1K | 0.19% | −15−2.0% | Reduced |
| Bienville Capital Management, LLC | 734 | $288.7K | 0.11% | −3,520−82.7% | Reduced |
| Motive Wealth Advisors | 733 | $288.3K | 0.30% | 00.0% | Unchanged |
| PDT Partners, LLC | 733 | $288.3K | 0.04% | +733 | New |
| CFS Investment Advisory Services, LLC | 731 | $288.0K | 0.04% | +17+2.4% | Added |
| Saiph Capital, LLC | 732 | $287.9K | 0.16% | +2+0.3% | Added |
| Pitti Group Wealth Management, LLC | 731 | $287.5K | 0.32% | −539−42.4% | Reduced |
| Hillsdale Investment Management Inc. | 731 | $287.5K | 0.03% | −50−6.4% | Reduced |
| Denver Wealth Management, Inc. | 730 | $287.3K | 0.20% | −29−3.8% | Reduced |
| FinTrust Capital Advisors, LLC | 826 | $287.2K | 0.07% | 00.0% | Unchanged |
| Highview Capital Management LLC | 730 | $287.1K | 0.15% | 00.0% | Unchanged |
| Sutton Wealth Advisors Inc. | 729 | $286.7K | 0.14% | +87+13.6% | Added |
| Cutter & CO Brokerage, Inc. | 726 | $285.7K | 0.08% | +139+23.7% | Added |
| Kaydan Wealth Management, Inc. | 725 | $285.1K | 0.12% | −25−3.3% | Reduced |
| JNBA Financial Advisors | 721 | $283.6K | 0.03% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 720 | $283.0K | 0.25% | +1+0.1% | Added |
| McAdam, LLC | 719 | $282.9K | 0.02% | +719 | New |
| SNS Financial Group, LLC | 718 | $282.3K | 0.04% | −32−4.3% | Reduced |
| Wellspring Financial Advisors, LLC | 717 | $282.1K | 0.08% | 00.0% | Unchanged |
| First National Bank | 717 | $282.0K | 0.23% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 717 | $281.9K | 0.03% | −47−6.2% | Reduced |
| Darwin Advisors, LLC | 706 | $281.0K | 0.07% | +706 | New |
| Xcel Wealth Management, LLC | 714 | $280.8K | 0.09% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 714 | $280.8K | 0.12% | 00.0% | Unchanged |
| Clarity Financial LLC | 712 | $280.0K | 0.04% | +712 | New |
| ABLE Financial Group, LLC | 712 | $280.0K | 0.14% | +712 | New |
| Acorn Financial Advisory Services Inc | 711 | $279.7K | 0.05% | +1+0.1% | Added |
| Nvest Financial, LLC | 709 | $278.8K | 0.24% | +709 | New |
| Outlook Wealth Advisors, LLC | 707 | $278.1K | 0.11% | −27−3.7% | Reduced |
| PBMares Wealth Management LLC | 707 | $278.1K | 0.10% | −20−2.8% | Reduced |
| BEAM Asset Management, LLC | 706 | $277.7K | 0.19% | +706 | New |
| Riverview Trust Co | 706 | $277.7K | 0.25% | 00.0% | Unchanged |
| Hendley & Co Inc | 705 | $277.0K | 0.11% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 704 | $276.8K | 0.34% | −178−20.2% | Reduced |
| Clean Yield Group | 703 | $276.5K | 0.11% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 704 | $276.0K | 0.19% | +14+2.0% | Added |
| Drake & Associates, LLC | 700 | $275.4K | 0.12% | −24−3.3% | Reduced |
| Phoenix Wealth Advisors | 700 | $275.3K | 0.16% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 699 | $275.0K | 0.08% | +10+1.5% | Added |
| Courier Capital LLC | 699 | $274.9K | 0.02% | +699 | New |
| Kapstone Financial Advisors LLC | 692 | $274.8K | 0.23% | −50−6.7% | Reduced |
| Roberts Glore & Co Inc | 698 | $274.5K | 0.09% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 677 | $274.0K | 0.10% | −128−15.9% | Reduced |
| O'Dell Group, LLC | 695 | $273.5K | 0.08% | +695 | New |
| Benedetti & Gucer, Inc. | 694 | $273.0K | 0.14% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 694 | $272.9K | 0.19% | +55+8.6% | Added |
| Pure Financial Advisors, Inc. | 692 | $272.2K | 0.01% | −9−1.3% | Reduced |
| Warren Street Wealth Advisors, LLC | 691 | $271.8K | 0.18% | +62+9.9% | Added |
| HHM Wealth Advisors, LLC | 688 | $270.6K | 0.05% | 00.0% | Unchanged |
| Monticello Wealth Management, LLC | 687 | $270.2K | 0.03% | +69+11.2% | Added |
| Foster Group, Inc. | 685 | $269.6K | 0.02% | +20+3.0% | Added |
| Weaver Consulting Group | 682 | $268.2K | 0.12% | +1+0.1% | Added |
| Chiron Investment Management, LLC | 682 | $268.2K | 0.08% | +682 | New |
| Ballast, Inc. | 680 | $267.4K | 0.10% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 677 | $266.4K | 0.15% | +38+5.9% | Added |
| Wintrust Investments LLC | 672 | $264.0K | 0.03% | +672 | New |
| KCS Wealth Advisory | 670 | $263.5K | 0.09% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 668 | $262.8K | 0.18% | +1+0.1% | Added |
| Matrix Private Capital Group LLC | 668 | $262.7K | 0.19% | −10−1.5% | Reduced |
| Meridian Wealth Partners, LLC | 666 | $261.9K | 0.05% | +32+5.0% | Added |
| Fort, L.P. | 662 | $260.4K | 0.69% | −274−29.3% | Reduced |
| Ted Buchan & Co | 662 | $260.4K | 0.20% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 658 | $259.2K | 0.13% | 00.0% | Unchanged |
| Ten Capital Wealth Advisors, LLC | 659 | $259.0K | 0.08% | +539+449.2% | Added |
| Austin Private Wealth, LLC | 658 | $258.7K | 0.04% | +16+2.5% | Added |
| Alerus Financial NA | 657 | $258.4K | 0.02% | −233−26.2% | Reduced |
| Nadler Financial Group, Inc. | 657 | $258.4K | 0.04% | 00.0% | Unchanged |
| CTC Alternative Strategies, Ltd. | 650 | $255.6K | 0.32% | +650 | New |
| Oak Harbor Wealth Partners, LLC | 649 | $255.3K | 0.09% | 00.0% | Unchanged |
| Lazard Freres Gestion S.A.S. | 660 | $255.0K | 0.01% | −280−29.8% | Reduced |
| Echo45 Advisors LLC | 648 | $254.9K | 0.21% | +19+3.0% | Added |
| Humankind Investments LLC | 647 | $254.5K | 0.10% | +647 | New |
| Dark Forest Capital Management LP | 647 | $254.5K | 0.03% | +647 | New |
| Garden State Investment Advisory Services LLC | 645 | $253.8K | 0.11% | −30−4.4% | Reduced |
| Chicago Wealth Management, Inc. | 644 | $253.3K | 0.19% | −75−10.4% | Reduced |
| Capital Investment Counsel, Inc | 644 | $253.3K | 0.05% | +30+4.9% | Added |
| Wagner Wealth Management, LLC | 641 | $252.2K | 0.10% | −27−4.0% | Reduced |
| Alpha Financial Partners, LLC | 639 | $251.3K | 0.27% | −67−9.5% | Reduced |
| Paulson Wealth Management Inc. | 636 | $250.1K | 0.09% | +636 | New |
| Brandywine Trust Co | 635 | $249.7K | 0.05% | +635 | New |
| Fulton Breakefield Broenniman LLC | 633 | $249.0K | 0.02% | +12+1.9% | Added |
| WealthBridge Investment Counsel Inc. | 632 | $249.0K | 0.10% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 633 | $249.0K | 0.28% | +158+33.3% | Added |
| Octavia Wealth Advisors, LLC | 632 | $248.4K | 0.05% | −104−14.1% | Reduced |
| Freedom Day Solutions, LLC | 631 | $248.1K | 0.11% | 00.0% | Unchanged |
| Colonial River Wealth Management, LLC | 630 | $247.8K | 0.16% | −54−7.9% | Reduced |
| Castle Rock Wealth Management, LLC | 627 | $247.6K | 0.08% | −60−8.7% | Reduced |
| Garner Asset Management Corp | 626 | $246.0K | 0.14% | +1+0.2% | Added |
| West Michigan Advisors, LLC | 625 | $245.8K | 0.10% | −84−11.8% | Reduced |
| Baron Wealth Management LLC | 625 | $245.8K | 0.16% | +29+4.9% | Added |
| Titleist Asset Management, LLC | 620 | $243.9K | 0.05% | −55−8.1% | Reduced |