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Livermore
Livermore
ZHEN

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 13 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, Q3 2023

Institutional positions in Mastercard Inc as of Sep 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
2,823
+63 vs. Q2 2023
Shares held
714.3M
−4.06M (−0.6%) vs. Q2 2023
Total value
$283.0B
+$725.2M (+0.3%) vs. Q2 2023
New holders
163
1,113 more added
Sold out
100
1,097 more reduced

28 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 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.

Institutional holdersQ3 2023: 2,823 institutions
Q1 2021: 2,484 institutionsQ2 2021: 2,494 institutionsQ3 2021: 2,455 institutionsQ4 2021: 2,646 institutionsQ1 2022: 2,624 institutionsQ2 2022: 2,595 institutionsQ3 2022: 2,556 institutionsQ4 2022: 2,715 institutionsQ1 2023: 2,738 institutionsQ2 2023: 2,788 institutionsQ3 2023: 2,823 institutionsQ4 2023: 3,042 institutionsQ1 2024: 3,123 institutionsQ2 2024: 3,123 institutionsQ3 2024: 3,147 institutionsQ4 2024: 3,450 institutionsQ1 2025: 3,492 institutionsQ2 2025: 3,537 institutionsQ3 2025: 3,512 institutionsQ4 2025: 3,742 institutionsQ1 2026: 3,634 institutionsQ2 2026: 3,633 institutions
Value heldQ3 2023: $283.0B
Q1 2021: $265.3BQ2 2021: $270.2BQ3 2021: $255.2BQ4 2021: $264.8BQ1 2022: $262.5BQ2 2022: $231.2BQ3 2022: $207.8BQ4 2022: $253.3BQ1 2023: $263.3BQ2 2023: $282.6BQ3 2023: $283.0BQ4 2023: $305.0BQ1 2024: $343.5BQ2 2024: $314.8BQ3 2024: $351.6BQ4 2024: $422.8BQ1 2025: $438.3BQ2 2025: $448.2BQ3 2025: $445.2BQ4 2025: $450.8BQ1 2026: $383.8BQ2 2026: $396.2B
Institutions holding MA and their total value by quarter
QuarterHoldersValue
Q2 20263,633$396.2B
Q1 20263,634$383.8B
Q4 20253,742$450.8B
Q3 20253,512$445.2B
Q2 20253,537$448.2B
Q1 20253,492$438.3B
Q4 20243,450$422.8B
Q3 20243,147$351.6B
Q2 20243,123$314.8B
Q1 20243,123$343.5B
Q4 20233,042$305.0B
Q3 20232,823$283.0B
Q2 20232,788$282.6B
Q1 20232,738$263.3B
Q4 20222,715$253.3B
Q3 20222,556$207.8B
Q2 20222,595$231.2B
Q1 20222,624$262.5B
Q4 20212,646$264.8B
Q3 20212,455$255.2B
Q2 20212,494$270.2B
Q1 20212,484$265.3B

Institutions, Q3 2023

Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q2 2023.

Institutions holding MA in Q3 2023
InstitutionSharesValue% of portfolioChange in sharesAction
LGT Financial Advisors LLC1$3960.00%+1New
Delos Wealth Advisors, LLC2$8260.00%00.0%Unchanged
PEAK6 Investments LLC3$1.01K0.00%00.0%Unchanged
Register Financial Advisors LLC4$1.58K0.00%+4New
Level Financial Advisors, Inc.5$1.98K0.00%−5−50.0%Reduced
Tucker Asset Management LLC6$2.38K0.00%+6New
DecisionPoint Financial, LLC6$2.38K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC6$2.38K0.00%+6New
MUFG Securities EMEA plc7$2.77K0.00%−93−93.0%Reduced
Perritt Capital Management Inc7$2.77K0.00%+7New
Cherry Tree Wealth Management, LLC8$3.17K0.00%00.0%Unchanged
NewSquare Capital LLC9$3.56K0.00%+9New
Westside Investment Management, Inc.11$4.36K0.00%00.0%Unchanged
VitalStone Financial, LLC15$6.00K0.01%−9−37.5%Reduced
Macroview Investment Management LLC17$6.73K0.01%+2+13.3%Added
Longfellow Investment Management Co LLC18$7.13K0.00%00.0%Unchanged
JDM Financial Group LLC20$8.00K0.01%00.0%Unchanged
Financial Avengers, Inc.20$8.04K0.01%00.0%Unchanged
PayPay Securities Corp16$8.07K0.39%−1−5.9%Reduced
Morgan Dempsey Capital Management LLC21$8.31K0.00%00.0%Unchanged
Sit Investment Associates Inc22$9.00K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.23$9.33K0.01%+23New
Perkins Coie Trust Co24$9.50K0.00%+24New
Atlas Capital Advisors LLC25$9.90K0.00%00.0%Unchanged
TCTC Holdings, LLC25$9.90K0.00%+10+66.7%Added
Live Oak Investment Partners–$10.3K0.01%––
Hoese & Co LLP26$10.3K0.01%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.28$11.1K0.01%00.0%Unchanged
Highline Wealth Partners LLC28$11.1K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$11.1K0.00%00.0%Unchanged
Authentikos Wealth Advisory, LLC30$11.9K0.01%+30New
Foster Dykema Cabot & Co Inc30$12.0K0.00%00.0%Unchanged
Tanglewood Legacy Advisors, LLC31$12.2K0.01%00.0%Unchanged
Truvestments Capital LLC31$12.3K0.01%00.0%Unchanged
Chesapeake Asset Management LLC31$12.3K0.01%+12+63.2%Added
Studio Investment Management LLC35$13.9K0.00%00.0%Unchanged
Robbins Farley LLC36$14.3K0.01%00.0%Unchanged
Raleigh Capital Management Inc.37$14.7K0.01%+37New
Sofos Investments, Inc.39$14.9K0.00%−354−90.1%Reduced
TSFG, LLC38$15.0K0.01%00.0%Unchanged
Country Trust Bank44$17.4K0.00%+44New
Princeton Global Asset Management LLC44$17.5K0.00%00.0%Unchanged
Hoey Investments, Inc50$19.8K0.01%−35−41.2%Reduced
Essex Investment Management Co LLC50$19.8K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC50$19.8K0.01%00.0%Unchanged
Stephens Consulting, LLC51$20.2K0.01%00.0%Unchanged
Aspire Private Capital, LLC52$20.6K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.53$21.0K0.01%00.0%Unchanged
PFS Partners, LLC55$21.8K0.02%00.0%Unchanged
Flaharty Asset Management, LLC56$22.2K0.00%+56New
Taikang Asset Management (Hong Kong) Co Ltd7,380$22.9K0.67%00.0%Unchanged
Financial Freedom, LLC58$23.0K0.02%00.0%Unchanged
WFA Asset Management Corp63$24.8K0.01%+1+1.6%Added
Kozak & Associates, Inc.64$25.3K0.01%+12+23.1%Added
Grayhawk Investment Strategies Inc.65$25.7K0.02%00.0%Unchanged
New England Capital Financial Advisors LLC65$25.9K0.02%00.0%Unchanged
Rational Advisors LLC68$26.7K0.00%−2,920−97.7%Reduced
Hibernia Wealth Partners, LLC68$26.9K0.02%+68New
Mizuho Securities Co. Ltd.70$27.7K0.13%−10−12.5%Reduced
Rogco, LP70$27.7K0.01%+70New
Riggs Asset Managment Co. Inc.73$28.9K0.01%00.0%Unchanged
AlphaMark Advisors, LLC73$29.0K0.01%−25−25.5%Reduced
Bollard Group LLC75$30.0K0.00%00.0%Unchanged
Delta Asset Management LLC76$30.1K0.00%00.0%Unchanged
Granite FO LLC76$30.1K0.02%00.0%Unchanged
First Personal Financial Services78$30.9K0.01%00.0%Unchanged
Financial Synergies Wealth Advisors, Inc.79$31.2K0.00%−3−3.7%Reduced
Ulland Investment Advisors, LLC82$32.0K0.04%00.0%Unchanged
Creative Capital Management Investments LLC82$32.5K0.02%00.0%Unchanged
Focused Wealth Management, Inc83$32.8K0.01%00.0%Unchanged
PFG Private Wealth Management, LLC86$34.0K0.03%−152−63.9%Reduced
Sittner & Nelson, LLC87$34.4K0.02%00.0%Unchanged
Coston, McIsaac & Partners90$35.0K0.01%+10+12.5%Added
SJS Investment Consulting Inc.89$35.2K0.01%+5+6.0%Added
Barometer Capital Management Inc.90$35.6K0.01%+90New
Mascoma Wealth Management LLC95$37.6K0.01%+95New
Rocky Mountain Advisers, LLC98$38.8K0.02%00.0%Unchanged
Thomas J. Herzfeld Advisors, Inc.99$39.2K0.02%+86+661.5%Added
JCIC Asset Management Inc.100$39.6K0.02%00.0%Unchanged
Legend Financial Advisors, Inc.100$39.6K0.03%00.0%Unchanged
Center for Financial Planning, Inc.100$39.6K0.01%00.0%Unchanged
AllSquare Wealth Management LLC100$39.6K0.03%−3−2.9%Reduced
Investors Research Corp107$42.4K0.01%00.0%Unchanged
RFP Financial Group LLC112$44.3K0.02%00.0%Unchanged
Avion Wealth119$46.0K0.01%+10+9.2%Added
First Community Trust NA117$46.3K0.05%00.0%Unchanged
Ruedi Wealth Management, Inc.117$46.3K0.03%00.0%Unchanged
Retirement Group, LLC120$47.3K0.02%−12−9.1%Reduced
Proffitt & Goodson Inc122$48.3K0.01%00.0%Unchanged
E Fund Management (Hong Kong) Co., Ltd.128$51.0K0.03%+128New
Front Row Advisors LLC129$51.1K0.02%−5−3.7%Reduced
Northwest Capital Management Inc130$51.5K0.02%00.0%Unchanged
ZRC Wealth Management, LLC131$51.9K0.04%00.0%Unchanged
Maryland Capital Advisors Inc.135$53.4K0.04%−20−12.9%Reduced
Global Wealth Strategies & Associates137$54.2K0.03%00.0%Unchanged
Quarry LP139$55.0K0.04%+139New
Wellington Shields & Co., LLC140$55.4K0.01%00.0%Unchanged
Sugarloaf Wealth Management, LLC140$55.4K0.01%00.0%Unchanged
Geo Capital Gestora de Recursos Ltd141$56.0K0.05%−48−25.4%Reduced
Hallmark Capital Management Inc142$56.2K0.00%−14−9.0%Reduced