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 |
|---|---|---|---|---|---|
| Nicholas Hoffman & Company, LLC. | 5,129 | $2.03M | 0.15% | +66+1.3% | Added |
| Redwood Investments, LLC | 5,130 | $2.03M | 0.27% | +3,043+145.8% | Added |
| Fortis Group Advisors, LLC | 5,611 | $2.04M | 0.62% | +212+3.9% | Added |
| Howland Capital Management LLC | 5,155 | $2.04M | 0.12% | −42−0.8% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.04M | 0.99% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 5,270 | $2.04M | 0.83% | +67+1.3% | Added |
| Financial Advocates Investment Management | 5,165 | $2.04M | 0.15% | +44+0.9% | Added |
| Institutional & Family Asset Management, LLC | 5,173 | $2.05M | 0.34% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 5,214 | $2.06M | 0.55% | +198+3.9% | Added |
| Fifth Third Wealth Advisors LLC | 5,231 | $2.07M | 0.84% | −504−8.8% | Reduced |
| Cox Capital Mgt LLC | 5,241 | $2.07M | 1.46% | +217+4.3% | Added |
| Brighton Jones LLC | 5,280 | $2.09M | 0.11% | +174+3.4% | Added |
| Sovereign Financial Group, Inc. | 5,286 | $2.09M | 0.74% | +42+0.8% | Added |
| Semmax Financial Advisors Inc. | 5,307 | $2.09M | 0.84% | +5,307 | New |
| Amarillo National Bank | 5,291 | $2.09M | 0.44% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 5,306 | $2.10M | 1.01% | 00.0% | Unchanged |
| Girard Partners Ltd. | 5,310 | $2.10M | 0.24% | −276−4.9% | Reduced |
| Visionary Wealth Advisors | 5,311 | $2.10M | 0.17% | +27+0.5% | Added |
| Mission Wealth Management, LP | 5,311 | $2.10M | 0.08% | −84−1.6% | Reduced |
| Simmons Bank | 5,317 | $2.11M | 0.19% | −50−0.9% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,319 | $2.11M | 0.35% | −46−0.9% | Reduced |
| BlueCrest Capital Management Ltd | 5,321 | $2.11M | 0.33% | +4,004+304.0% | Added |
| Miracle Mile Advisors, LLC | 5,331 | $2.11M | 0.07% | +96+1.8% | Added |
| Richard Bernstein Advisors LLC | 5,343 | $2.12M | 0.05% | 00.0% | Unchanged |
| Capital Counsel LLC | 5,346 | $2.12M | 0.12% | +31+0.6% | Added |
| Stableford Capital II LLC | 5,806 | $2.12M | 0.98% | −148−2.5% | Reduced |
| DeDora Capital, Inc. | 5,352 | $2.12M | 0.83% | +174+3.4% | Added |
| Farther Finance Advisors, LLC | 5,359 | $2.12M | 0.33% | +3,260+155.3% | Added |
| Scott & Selber, Inc. | 5,360 | $2.12M | 0.88% | −13−0.2% | Reduced |
| Liontrust Investment Partners LLP | 5,365 | $2.12M | 0.03% | −23,024−81.1% | Reduced |
| Inlet Private Wealth, LLC | 5,372 | $2.13M | 0.70% | −330−5.8% | Reduced |
| Partners Capital Investment Group, LLP | 5,406 | $2.14M | 0.05% | +467+9.5% | Added |
| Cordatus Wealth Management LLC | 5,422 | $2.15M | 1.96% | −108−2.0% | Reduced |
| Wolverine Trading, LLC | 5,431 | $2.15M | 0.02% | −162−2.9% | Reduced |
| CWA Asset Management Group, LLC | 5,478 | $2.17M | 0.16% | +675+14.1% | Added |
| Staley Capital Advisers Inc | 5,481 | $2.17M | 0.12% | +477+9.5% | Added |
| Bulltick Wealth Management, LLC | 5,485 | $2.17M | 0.54% | −169−3.0% | Reduced |
| LVW Advisors, LLC | 5,493 | $2.17M | 0.46% | +1,155+26.6% | Added |
| Concentric Capital Strategies, LP | 5,555 | $2.20M | 0.25% | +5,555 | New |
| Heartland Bank & Trust Co | 5,579 | $2.21M | 1.74% | +83+1.5% | Added |
| Abbrea Capital, LLC | 5,596 | $2.21M | 0.35% | −110−1.9% | Reduced |
| Wright Investors Service Inc | 5,609 | $2.22M | 0.64% | +810+16.9% | Added |
| Beverly Hills Private Wealth, LLC | 5,612 | $2.22M | 0.66% | −5,646−50.2% | Reduced |
| Benchmark Investment Advisors LLC | 5,633 | $2.23M | 2.25% | −69−1.2% | Reduced |
| Atomi Financial Group, Inc. | 5,638 | $2.23M | 0.75% | +5,053+863.8% | Added |
| SRS Capital Advisors, Inc. | 5,651 | $2.24M | 0.28% | +2,287+68.0% | Added |
| Aviance Capital Partners, LLC | 5,661 | $2.24M | 0.50% | −765−11.9% | Reduced |
| Continuum Advisory, LLC | 5,673 | $2.25M | 0.36% | −220−3.7% | Reduced |
| Cornerstone Wealth Management, LLC | 5,682 | $2.25M | 0.21% | +303+5.6% | Added |
| Benjamin Edwards Inc | 5,694 | $2.25M | 0.53% | −496−8.0% | Reduced |
| Martin & Co Inc | 5,711 | $2.26M | 0.59% | +38+0.7% | Added |
| James Hambro & Partners | 5,717 | $2.26M | 0.15% | −185−3.1% | Reduced |
| Voya Financial Advisors, Inc. | 5,675 | $2.27M | 0.28% | +100+1.8% | Added |
| Pegasus Partners Ltd. | 5,726 | $2.27M | 0.32% | +713+14.2% | Added |
| Jacobi Capital Management LLC | 5,750 | $2.28M | 0.26% | +478+9.1% | Added |
| Congress Wealth Management LLC | 5,750 | $2.28M | 0.05% | +1,112+24.0% | Added |
| Sander Capital Advisors Inc | 5,768 | $2.28M | 1.32% | 00.0% | Unchanged |
| Bank of Hawaii | 5,780 | $2.29M | 0.13% | −130−2.2% | Reduced |
| S&CO Inc | 5,793 | $2.29M | 0.19% | +30+0.5% | Added |
| RiverPark Advisors, LLC | 5,793 | $2.29M | 2.07% | 00.0% | Unchanged |
| Advocate Group LLC | 5,796 | $2.29M | 0.53% | +1,517+35.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 5,819 | $2.30M | 1.20% | +2,153+58.7% | Added |
| Quantbot Technologies LP | 5,827 | $2.31M | 0.16% | −7,776−57.2% | Reduced |
| Optimum Investment Advisors | 5,830 | $2.31M | 1.18% | −55−0.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 5,852 | $2.32M | 1.16% | +6+0.1% | Added |
| Hilltop Holdings Inc. | 5,859 | $2.32M | 0.29% | +415+7.6% | Added |
| Sicart Associates LLC | 5,863 | $2.32M | 0.91% | −6−0.1% | Reduced |
| Jackson Square Capital, LLC | 5,869 | $2.32M | 0.93% | +42+0.7% | Added |
| Lake Street Financial LLC | 5,827 | $2.33M | 0.42% | +49+0.8% | Added |
| Wrapmanager Inc | 5,882 | $2.33M | 0.75% | −32−0.5% | Reduced |
| Trail Ridge Investment Advisors, LLC | 5,900 | $2.34M | 1.59% | +3+0.1% | Added |
| Personal Cfo Solutions, LLC | 5,900 | $2.34M | 0.46% | −64−1.1% | Reduced |
| Kensington Investment Counsel, LLC | 5,914 | $2.34M | 1.45% | +148+2.6% | Added |
| Gables Capital Management Inc. | 5,974 | $2.37M | 1.65% | 00.0% | Unchanged |
| Optas, LLC | 5,985 | $2.37M | 0.79% | −60−1.0% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 5,995 | $2.37M | 0.06% | +5,995 | New |
| Dudley Capital Management, LLC | 5,994 | $2.37M | 1.67% | +315+5.5% | Added |
| Savoie Capital LLC | 6,000 | $2.38M | 0.62% | +6,000 | New |
| Coastal Investment Advisors, Inc. | 6,062 | $2.38M | 0.55% | 00.0% | Unchanged |
| Daymark Wealth Partners, LLC | 6,026 | $2.39M | 0.16% | +119+2.0% | Added |
| Hyperion Capital Advisors LP | 6,051 | $2.40M | 1.31% | 00.0% | Unchanged |
| CenterBook Partners LP | 6,113 | $2.42M | 0.30% | −1,337−17.9% | Reduced |
| Knollwood Investment Advisory, LLC | 6,125 | $2.42M | 1.13% | +125+2.1% | Added |
| Holderness Investments Co | 6,135 | $2.43M | 0.95% | −12−0.2% | Reduced |
| Global Retirement Partners, LLC | 6,187 | $2.44M | 0.12% | −185−2.9% | Reduced |
| We Are One Seven, LLC | 6,163 | $2.44M | 0.19% | +1,100+21.7% | Added |
| First National Advisers, LLC | 6,177 | $2.45M | 1.09% | +2,437+65.2% | Added |
| United Bank | 6,179 | $2.45M | 1.46% | −214−3.3% | Reduced |
| Van Hulzen Asset Management, LLC | 6,180 | $2.45M | 0.19% | +5,327+624.5% | Added |
| Wambolt & Associates, LLC | 6,196 | $2.45M | 0.89% | +1,498+31.9% | Added |
| United Fire Group Inc | 6,200 | $2.45M | 4.79% | 00.0% | Unchanged |
| Caas Capital Management LP | 6,200 | $2.45M | 0.55% | +6,200 | New |
| Family Management Corp | 6,206 | $2.46M | 0.56% | −51−0.8% | Reduced |
| L & S Advisors Inc | 6,215 | $2.46M | 0.35% | +12+0.2% | Added |
| Avalon Trust Co | 6,247 | $2.47M | 0.24% | +22+0.4% | Added |
| Elmwood Wealth Management, Inc. | 6,262 | $2.48M | 1.20% | +13+0.2% | Added |
| Hazlett, Burt & Watson, Inc. | 6,263 | $2.48M | 1.85% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,265 | $2.48M | 1.09% | +1,216+24.1% | Added |
| Strengthening Families & Communities, LLC | 6,275 | $2.48M | 1.07% | +315+5.3% | Added |
| Garrison Asset Management, LLC | 6,275 | $2.48M | 1.52% | +7+0.1% | Added |