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 |
|---|---|---|---|---|---|
| Genus Capital Management Inc. | 4,204 | $1.66M | 0.26% | +559+15.3% | Added |
| Emfo, LLC | 4,209 | $1.67M | 1.57% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4,222 | $1.67M | 0.95% | +83+2.0% | Added |
| RMR Wealth Builders | 4,241 | $1.68M | 0.27% | +714+20.2% | Added |
| Wallace Advisory Group, LLC | 4,270 | $1.68M | 1.21% | −39−0.9% | Reduced |
| Lindbrook Capital, LLC | 4,247 | $1.68M | 0.19% | +325+8.3% | Added |
| Aua Capital Management, LLC | 4,250 | $1.68M | 1.22% | +636+17.6% | Added |
| Fidelis Capital Partners, LLC | 4,251 | $1.68M | 0.58% | +283+7.1% | Added |
| Mount Yale Investment Advisors, LLC | 4,252 | $1.68M | 0.18% | −34−0.8% | Reduced |
| V Wealth Advisors LLC | 4,257 | $1.69M | 1.36% | −5,052−54.3% | Reduced |
| Transcend Wealth Collective, LLC | 4,263 | $1.69M | 0.16% | +17+0.4% | Added |
| First Horizon Advisors, Inc. | 4,264 | $1.69M | 0.06% | −97−2.2% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,289 | $1.70M | 0.44% | +95+2.3% | Added |
| Hennessy Advisors Inc | 4,300 | $1.70M | 0.12% | 00.0% | Unchanged |
| Westhampton Capital, LLC | 4,305 | $1.70M | 1.10% | +135+3.2% | Added |
| Arbor Capital Management Inc | 4,410 | $1.71M | 1.52% | −23−0.5% | Reduced |
| Kelman-Lazarov, Inc. | 4,329 | $1.71M | 0.41% | −207−4.6% | Reduced |
| Angeles Wealth Management, LLC | 4,335 | $1.72M | 0.24% | −1,122−20.6% | Reduced |
| Barden Capital Management, Inc. | 4,349 | $1.72M | 1.67% | +523+13.7% | Added |
| Alapocas Investment Partners, Inc. | 4,353 | $1.72M | 1.26% | −3−0.1% | Reduced |
| Appleton Partners Inc | 4,375 | $1.73M | 0.15% | −401−8.4% | Reduced |
| Manchester Capital Management LLC | 4,376 | $1.73M | 0.26% | −55−1.2% | Reduced |
| Mirova | 4,394 | $1.74M | 0.35% | −5,024−53.3% | Reduced |
| Wealthcare Advisory Partners LLC | 4,402 | $1.74M | 0.08% | −118−2.6% | Reduced |
| Kapitalo Investimentos Ltda | 4,416 | $1.75M | 0.24% | +3,367+321.0% | Added |
| Sendero Wealth Management, LLC | 4,418 | $1.75M | 0.38% | +149+3.5% | Added |
| Ronald Blue Trust, Inc. | 4,462 | $1.75M | 0.03% | +862+23.9% | Added |
| Tilt Investment Management Holdings, PBC | 4,452 | $1.76M | 1.26% | 00.0% | Unchanged |
| Summit Financial, LLC | 4,461 | $1.77M | 0.13% | +1,559+53.7% | Added |
| Strategic Investment Solutions, Inc. | 4,410 | $1.77M | 0.02% | +4,340+6,200.0% | Added |
| Vetamer Capital Management, L.P. | 4,500 | $1.78M | 3.28% | −1,482−24.8% | Reduced |
| Compass Wealth Management LLC | 4,500 | $1.78M | 0.56% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 4,505 | $1.78M | 1.32% | +24+0.5% | Added |
| Platform Technology Partners | 4,509 | $1.79M | 0.84% | −60−1.3% | Reduced |
| Prestige Wealth Management Group LLC | 4,519 | $1.79M | 0.44% | +2,200+94.9% | Added |
| Security National Bank | 4,493 | $1.79M | 0.50% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,534 | $1.80M | 0.13% | −20−0.4% | Reduced |
| Geller Advisors LLC | 4,552 | $1.80M | 0.21% | −1,674−26.9% | Reduced |
| Beacon Financial Group | 4,377 | $1.81M | 0.26% | +75+1.7% | Added |
| Chemistry Wealth Management LLC | 4,568 | $1.81M | 0.60% | −244−5.1% | Reduced |
| Missouri Trust & Investment Co | 4,583 | $1.81M | 0.82% | −10.0% | Reduced |
| Mutual Advisors, LLC | 4,621 | $1.83M | 0.07% | −528−10.3% | Reduced |
| RFG Advisory, LLC | 4,622 | $1.83M | 0.08% | +1,458+46.1% | Added |
| Sanders Morris Harris LLC | 4,641 | $1.83M | 0.38% | 00.0% | Unchanged |
| Delta Financial Group, Inc. | 4,630 | $1.83M | 0.63% | +8+0.2% | Added |
| TriaGen Wealth Management LLC | 4,646 | $1.84M | 0.94% | −34−0.7% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,656 | $1.84M | 1.86% | −279−5.7% | Reduced |
| Naviter Wealth, LLC | 4,673 | $1.85M | 0.45% | +91+2.0% | Added |
| J. W. Coons Advisors, LLC | 4,692 | $1.86M | 0.54% | +320+7.3% | Added |
| Segment Wealth Management, LLC | 4,698 | $1.86M | 0.19% | +871+22.8% | Added |
| Mechanics Bank Trust Department | 4,704 | $1.86M | 0.31% | +143+3.1% | Added |
| One River Asset Management, LLC | 4,688 | $1.86M | 0.87% | +4,688 | New |
| Chilton Capital Management LLC | 4,709 | $1.86M | 0.10% | +75+1.6% | Added |
| Orleans Capital Management Corp | 4,717 | $1.87M | 1.39% | +5+0.1% | Added |
| Providence First Trust Co | 4,721 | $1.87M | 1.04% | −125−2.6% | Reduced |
| Winton Group Ltd | 4,732 | $1.87M | 0.15% | −9,775−67.4% | Reduced |
| Kendall Capital Management | 4,753 | $1.88M | 0.83% | +543+12.9% | Added |
| Fort Point Capital Partners LLC | 4,773 | $1.89M | 0.31% | +87+1.9% | Added |
| Revolve Wealth Partners, LLC | 4,787 | $1.90M | 0.44% | +22+0.5% | Added |
| Wealth Alliance | 4,792 | $1.90M | 0.30% | +22+0.5% | Added |
| Dunhill Financial, LLC | 4,746 | $1.90M | 1.20% | +10+0.2% | Added |
| Caldwell Investment Management Ltd. | 4,838 | $1.90M | 1.85% | −1,100−18.5% | Reduced |
| Americana Partners, LLC | 4,786 | $1.91M | 0.21% | +1,940+68.2% | Added |
| Great Lakes Retirement, Inc. | 4,822 | $1.91M | 0.34% | +681+16.4% | Added |
| Garrison Point Advisors, LLC | 4,826 | $1.91M | 1.48% | −140−2.8% | Reduced |
| Sentry Investment Management LLC | 4,832 | $1.91M | 0.92% | −1,149−19.2% | Reduced |
| Vise Technologies, Inc. | 4,835 | $1.91M | 0.47% | +935+24.0% | Added |
| Ossiam | 4,840 | $1.92M | 0.03% | +2,948+155.8% | Added |
| EverSource Wealth Advisors, LLC | 4,842 | $1.92M | 0.20% | +223+4.8% | Added |
| Vestmark Advisory Solutions, Inc. | 4,848 | $1.92M | 0.14% | −11,295−70.0% | Reduced |
| IPG Investment Advisors LLC | 4,850 | $1.92M | 0.42% | +1,559+47.4% | Added |
| David Loasby | 4,882 | $1.92M | 0.21% | +941+23.9% | Added |
| Ledyard National Bank | 4,864 | $1.93M | 0.22% | +64+1.3% | Added |
| Greenup Street Wealth Management LLC | 4,867 | $1.93M | 0.63% | +508+11.7% | Added |
| SeaBridge Investment Advisors LLC | 4,882 | $1.93M | 0.64% | +329+7.2% | Added |
| Headinvest, LLC | 4,911 | $1.94M | 0.42% | +31+0.6% | Added |
| Wealthsource Partners, LLC | 4,911 | $1.94M | 0.13% | −67−1.3% | Reduced |
| Principle Wealth Partners LLC | 4,916 | $1.95M | 0.20% | +12+0.2% | Added |
| Summit Global Investments | 4,933 | $1.95M | 0.13% | −3,277−39.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,943 | $1.96M | 0.18% | 00.0% | Unchanged |
| Linden Thomas Advisory Services, LLC | 4,945 | $1.96M | 0.44% | +2,253+83.7% | Added |
| McDaniel Terry & Co | 4,959 | $1.96M | 0.20% | −36−0.7% | Reduced |
| Koshinski Asset Management, Inc. | 4,960 | $1.96M | 0.23% | −574−10.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,966 | $1.97M | 0.97% | −95−1.9% | Reduced |
| SRN Advisors, LLC | 4,967 | $1.97M | 1.95% | −2,028−29.0% | Reduced |
| Chatham Capital Group, Inc. | 4,983 | $1.97M | 0.44% | +486+10.8% | Added |
| Bourne Lent Asset Management Inc | 4,998 | $1.98M | 0.87% | 00.0% | Unchanged |
| First United Bank Trust | 5,021 | $1.99M | 0.92% | −34−0.7% | Reduced |
| Belpointe Asset Management LLC | 5,021 | $1.99M | 0.21% | −583−10.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 5,035 | $1.99M | 1.58% | −269−5.1% | Reduced |
| Capital Investment Advisory Services, LLC | 5,036 | $1.99M | 0.20% | −121−2.3% | Reduced |
| Simon Quick Advisors, LLC | 5,050 | $2.00M | 0.19% | +1,300+34.7% | Added |
| Aptus Capital Advisors, LLC | 5,057 | $2.00M | 0.06% | +2,341+86.2% | Added |
| West Branch Capital LLC | 5,084 | $2.01M | 1.06% | −20.0% | Reduced |
| Meridian Wealth Management, LLC | 5,085 | $2.01M | 0.12% | −803−13.6% | Reduced |
| Deane Retirement Strategies, Inc. | 5,084 | $2.01M | 1.12% | +5+0.1% | Added |
| Sepio Capital, LP | 5,101 | $2.02M | 0.17% | −3,506−40.7% | Reduced |
| Weatherly Asset Management L. P. | 5,102 | $2.02M | 0.24% | −170−3.2% | Reduced |
| Riverpark Capital Management LLC | 5,126 | $2.03M | 3.68% | 00.0% | Unchanged |
| S.A. Mason LLC | 5,129 | $2.03M | 1.46% | +20.0% | Added |