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, 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.
| 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, Q3 2023
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Buckingham Strategic Partners | 2,799 | $1.11M | 0.05% | +102+3.8% | Added |
| Drive Wealth Management, LLC | 2,811 | $1.11M | 0.41% | −217−7.2% | Reduced |
| Chesapeake Wealth Management | 2,813 | $1.11M | 0.46% | +40+1.4% | Added |
| PFG Advisors | 2,817 | $1.12M | 0.10% | −3,180−53.0% | Reduced |
| Red Wave Investments LLC | 2,819 | $1.12M | 0.48% | −21−0.7% | Reduced |
| Colonial Trust Advisors | 2,822 | $1.12M | 0.13% | −10.0% | Reduced |
| Culbertson A N & Co Inc | 2,830 | $1.12M | 0.22% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,837 | $1.12M | 0.75% | −234−7.6% | Reduced |
| KC Investment Advisors, LLC | 2,840 | $1.12M | 0.73% | +71+2.6% | Added |
| Delta Investment Management, LLC | 2,844 | $1.13M | 0.31% | −266−8.6% | Reduced |
| Ogorek Anthony Joseph | 2,847 | $1.13M | 0.44% | −64−2.2% | Reduced |
| Quilter Plc | 1,133 | $1.13M | 0.06% | −209−15.6% | Reduced |
| Brown Miller Wealth Management, LLC | 2,858 | $1.13M | 0.63% | +35+1.2% | Added |
| HF Advisory Group, LLC | 2,790 | $1.13M | 0.84% | +191+7.3% | Added |
| Castleview Partners, LLC | 2,880 | $1.14M | 1.05% | +126+4.6% | Added |
| American National Bank | 2,889 | $1.14M | 0.19% | +16+0.6% | Added |
| Keystone Investors Pte Ltd | 2,890 | $1.14M | 0.14% | +2,890 | New |
| Gilbert & Cook, Inc. | 2,893 | $1.15M | 0.18% | +1,920+197.3% | Added |
| Prudent Man Advisors, LLC | 2,896 | $1.15M | 0.45% | −127−4.2% | Reduced |
| Insight Holdings Group, LLC | 2,900 | $1.15M | 0.03% | −400−12.1% | Reduced |
| Meridian Wealth Advisors, LLC | 2,907 | $1.15M | 0.29% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,915 | $1.15M | 0.32% | −8−0.3% | Reduced |
| Ninepoint Partners LP | 2,917 | $1.15M | 0.12% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 2,919 | $1.16M | 0.15% | +82+2.9% | Added |
| Aft, Forsyth & Sober, LLC | 2,925 | $1.16M | 0.49% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,928 | $1.16M | 0.09% | +1,251+74.6% | Added |
| Lifestyle Asset Management, Inc. | 2,930 | $1.16M | 0.70% | −49−1.6% | Reduced |
| Private Capital Management LLC | 2,933 | $1.16M | 0.34% | −150−4.9% | Reduced |
| Regatta Capital Group, LLC | 2,934 | $1.16M | 0.37% | −50−1.7% | Reduced |
| Monumental Financial Group Inc. | 2,937 | $1.16M | 0.77% | +187+6.8% | Added |
| Johnson Financial Group, Inc. | 2,939 | $1.16M | 0.08% | −267−8.3% | Reduced |
| Laidlaw Wealth Management LLC | 2,966 | $1.17M | 0.39% | −1,999−40.3% | Reduced |
| Paladin Advisory Group, LLC | 2,988 | $1.18M | 1.00% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 2,996 | $1.19M | 0.39% | −9−0.3% | Reduced |
| Allstate Corp | 2,999 | $1.19M | 0.07% | 00.0% | Unchanged |
| Dantai Capital Ltd | 3,000 | $1.19M | 2.55% | +3,000 | New |
| Clare Market Investments LLC | 3,002 | $1.19M | 0.47% | +561+23.0% | Added |
| Community Financial Services Group, LLC | 3,007 | $1.19M | 0.30% | +3,007 | New |
| Israel Discount Bank of New York | 3,009 | $1.19M | 0.99% | −26−0.9% | Reduced |
| Ellevest, Inc. | 3,019 | $1.20M | 0.09% | −18−0.6% | Reduced |
| BNC Wealth Management, LLC | 3,020 | $1.20M | 0.64% | +2+0.1% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,020 | $1.20M | 0.25% | +380+14.4% | Added |
| Pacifica Partners Inc. | 3,040 | $1.20M | 0.65% | −5−0.2% | Reduced |
| Aspen Grove Capital, LLC | 3,026 | $1.20M | 0.44% | −629−17.2% | Reduced |
| Glassman Wealth Services | 3,034 | $1.20M | 0.19% | +1,601+111.7% | Added |
| Legacy Capital Wealth Partners, LLC | 3,040 | $1.20M | 0.33% | +3,040 | New |
| Goldstone Financial Group, LLC | 3,049 | $1.21M | 0.36% | −311−9.3% | Reduced |
| Intellectus Partners, LLC | 3,049 | $1.21M | 0.38% | −78−2.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 3,056 | $1.21M | 0.14% | −361−10.6% | Reduced |
| Bell Bank | 3,072 | $1.22M | 0.13% | +285+10.2% | Added |
| Marcum Wealth, LLC | 3,088 | $1.22M | 0.15% | +57+1.9% | Added |
| Pine Valley Investments Ltd Liability Co | 3,091 | $1.22M | 0.12% | +1,061+52.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,093 | $1.22M | 0.24% | 00.0% | Unchanged |
| Ratan Capital Management LP | 3,100 | $1.23M | 0.93% | 00.0% | Unchanged |
| Fortis Capital Management LLC | 3,100 | $1.23M | 0.38% | +289+10.3% | Added |
| SC&H Financial Advisors, Inc. | 3,111 | $1.23M | 0.41% | 00.0% | Unchanged |
| Park Place Capital Corp | 3,114 | $1.23M | 0.36% | +264+9.3% | Added |
| Montecito Bank & Trust | 3,115 | $1.23M | 0.29% | +184+6.3% | Added |
| Confluence Wealth Services, Inc. | 3,128 | $1.24M | 0.24% | +564+22.0% | Added |
| StoneX Group Inc. | 3,129 | $1.24M | 0.13% | +30+1.0% | Added |
| Omnia Family Wealth, LLC | 3,137 | $1.24M | 0.77% | 00.0% | Unchanged |
| Essex Financial Services, Inc. | 3,139 | $1.24M | 0.14% | +138+4.6% | Added |
| Cahill Financial Advisors Inc | 3,148 | $1.25M | 0.21% | −100−3.1% | Reduced |
| Violich Capital Management, Inc. | 3,150 | $1.25M | 0.21% | −1,000−24.1% | Reduced |
| Forza Wealth Management, LLC | 3,150 | $1.25M | 0.64% | 00.0% | Unchanged |
| Trust Investment Advisors | 3,170 | $1.26M | 1.08% | −142−4.3% | Reduced |
| TCI Wealth Advisors, Inc. | 3,174 | $1.26M | 0.16% | +309+10.8% | Added |
| Venturi Wealth Management, LLC | 3,177 | $1.26M | 0.10% | −67−2.1% | Reduced |
| Heritage Trust Co | 3,177 | $1.26M | 0.20% | −54−1.7% | Reduced |
| Doliver Advisors, LP | 3,191 | $1.26M | 0.38% | −49−1.5% | Reduced |
| Cynosure Management, LLC | 3,194 | $1.26M | 0.39% | +117+3.8% | Added |
| Virtue Capital Management, LLC | 3,207 | $1.27M | 0.22% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 3,210 | $1.27M | 0.44% | 00.0% | Unchanged |
| First Heartland Consultants, Inc. | 3,221 | $1.27M | 0.16% | −344−9.6% | Reduced |
| Edge Capital Group, LLC | 3,227 | $1.28M | 0.08% | −1,096−25.4% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,236 | $1.28M | 0.07% | +330+11.4% | Added |
| 4J Wealth Management LLC | 3,237 | $1.28M | 1.28% | −50−1.5% | Reduced |
| Copperwynd Financial, LLC | 3,239 | $1.28M | 0.60% | −85−2.6% | Reduced |
| Nilsine Partners, LLC | 3,242 | $1.28M | 0.19% | +4+0.1% | Added |
| Adviser Investments LLC | 3,244 | $1.28M | 0.03% | +577+21.6% | Added |
| Middleton & Co Inc | 3,253 | $1.29M | 0.18% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,253 | $1.29M | 0.77% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,254 | $1.29M | 0.30% | +122+3.9% | Added |
| Buckhead Capital Management LLC | 3,260 | $1.29M | 0.54% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3,261 | $1.29M | 0.31% | −10−0.3% | Reduced |
| MainStreet Investment Advisors LLC | 3,267 | $1.29M | 0.15% | −432−11.7% | Reduced |
| Principal Street Partners, LLC | 3,271 | $1.30M | 0.26% | −75−2.2% | Reduced |
| United Community Bank | 3,279 | $1.30M | 0.64% | 00.0% | Unchanged |
| EHP Funds Inc. | 3,300 | $1.31M | 0.62% | −2,580−43.9% | Reduced |
| Blueprint Investment Partners LLC | 3,314 | $1.31M | 0.42% | +259+8.5% | Added |
| Claro Advisors LLC | 3,314 | $1.31M | 0.33% | +211+6.8% | Added |
| Winch Advisory Services, LLC | 3,316 | $1.31M | 0.48% | −145−4.2% | Reduced |
| Cutler Group LP | 3,322 | $1.31M | 0.21% | +2,331+235.2% | Added |
| KB Financial Partners, LLC | 3,340 | $1.32M | 0.38% | −25−0.7% | Reduced |
| Sage Mountain Advisors LLC | 3,346 | $1.32M | 0.18% | +386+13.0% | Added |
| Independent Solutions Wealth Management, LLC | 3,352 | $1.33M | 0.37% | +439+15.1% | Added |
| Relyea Zuckerberg Hanson LLC | 3,357 | $1.33M | 0.30% | +33+1.0% | Added |
| Barings LLC | 3,358 | $1.33M | 0.05% | +38+1.1% | Added |
| Whitener Capital Management, Inc. | 3,365 | $1.33M | 0.53% | 00.0% | Unchanged |
| Keel Point, LLC | 3,370 | $1.33M | 0.18% | +3+0.1% | Added |