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; 3,634 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 |
|---|---|---|---|---|---|
| Freedom Day Solutions, LLC | 631 | $249.7K | 0.11% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 634 | $250.0K | 0.19% | −70−9.9% | Reduced |
| WealthBridge Investment Counsel Inc. | 632 | $250.0K | 0.11% | 00.0% | Unchanged |
| Castle Rock Wealth Management, LLC | 627 | $250.4K | 0.08% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 633 | $250.6K | 0.18% | −35−5.2% | Reduced |
| GDS Wealth Management | 633 | $250.6K | 0.04% | −197−23.7% | Reduced |
| Colonial River Wealth Management, LLC | 633 | $250.6K | 0.16% | +3+0.5% | Added |
| Humankind Investments LLC | 635 | $251.4K | 0.10% | −12−1.9% | Reduced |
| Wagner Wealth Management, LLC | 641 | $253.9K | 0.09% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 642 | $254.0K | 0.07% | −128−16.6% | Reduced |
| Steward Financial Group LLC | 643 | $254.0K | 0.08% | +61+10.5% | Added |
| Valley National Advisers Inc | 641 | $254.0K | 0.04% | +206+47.4% | Added |
| Capital Investment Counsel, Inc | 644 | $255.0K | 0.05% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 644 | $255.0K | 0.20% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 645 | $255.3K | 0.05% | +13+2.1% | Added |
| Gallacher Capital Management LLC | 645 | $255.5K | 0.16% | +645 | New |
| Garden State Investment Advisory Services LLC | 646 | $256.0K | 0.12% | +1+0.2% | Added |
| Elevatus Welath Management | 647 | $256.2K | 0.23% | +647 | New |
| Roberts Glore & Co Inc | 648 | $256.6K | 0.08% | −50−7.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 649 | $256.9K | 0.09% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 650 | $257.3K | 0.08% | +79+13.8% | Added |
| Fulton Breakefield Broenniman LLC | 657 | $260.0K | 0.02% | +24+3.8% | Added |
| Nadler Financial Group, Inc. | 657 | $260.1K | 0.04% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 658 | $260.5K | 0.13% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 658 | $260.5K | 0.12% | +53+8.8% | Added |
| Atlas Wealth Partners, LLC | 720 | $262.0K | 1.51% | −100−12.2% | Reduced |
| Ted Buchan & Co | 662 | $262.1K | 0.21% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 662 | $262.1K | 0.27% | −113−14.6% | Reduced |
| XML Financial, LLC | 663 | $262.4K | 0.03% | −249−27.3% | Reduced |
| Lazard Freres Gestion S.A.S. | 660 | $263.0K | 0.01% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 666 | $263.7K | 0.27% | +666 | New |
| Matrix Private Capital Group LLC | 668 | $264.5K | 0.20% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 691 | $265.6K | 0.11% | +14+2.1% | Added |
| Coho Partners, Ltd. | 678 | $268.4K | 0.01% | −125−15.6% | Reduced |
| Ballast, Inc. | 680 | $269.2K | 0.11% | 00.0% | Unchanged |
| City State Bank | 682 | $270.0K | 0.15% | −100−12.8% | Reduced |
| Weaver Consulting Group | 682 | $270.0K | 0.12% | 00.0% | Unchanged |
| Pure Financial Advisors, Inc. | 683 | $270.4K | 0.01% | −9−1.3% | Reduced |
| Zullo Investment Group, Inc. | 685 | $271.4K | 0.16% | +8+1.2% | Added |
| Element Pointe Advisors, LLC | 686 | $271.6K | 0.09% | +78+12.8% | Added |
| Drake & Associates, LLC | 687 | $272.1K | 0.12% | −13−1.9% | Reduced |
| Noesis Capital Mangement Corp | 688 | $272.4K | 0.07% | −76−9.9% | Reduced |
| HHM Wealth Advisors, LLC | 688 | $272.4K | 0.05% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 691 | $273.6K | 0.03% | +180+35.2% | Added |
| CM Wealth Advisors LLC | 688 | $273.6K | 0.11% | −295−30.0% | Reduced |
| Slagle Financial, LLC | 691 | $273.6K | 0.17% | −167−19.5% | Reduced |
| Kapstone Financial Advisors LLC | 692 | $274.0K | 0.25% | 00.0% | Unchanged |
| MGO Private Wealth, LLC | 692 | $274.0K | 0.20% | +692 | New |
| Prelude Capital Management, LLC | 693 | $274.4K | 0.02% | −265−27.7% | Reduced |
| Motive Wealth Advisors | 694 | $274.8K | 0.30% | −39−5.3% | Reduced |
| Benedetti & Gucer, Inc. | 694 | $274.8K | 0.15% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 694 | $274.8K | 0.20% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 694 | $275.0K | 0.04% | −37−5.1% | Reduced |
| Courier Capital LLC | 699 | $276.7K | 0.02% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 701 | $277.0K | 0.00% | +150+27.2% | Added |
| Highview Capital Management LLC | 700 | $277.1K | 0.16% | −30−4.1% | Reduced |
| Phoenix Wealth Advisors | 700 | $277.1K | 0.16% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 700 | $277.1K | 0.09% | +700 | New |
| Acorn Financial Advisory Services Inc | 703 | $278.2K | 0.05% | −8−1.1% | Reduced |
| Hendley & Co Inc | 705 | $279.0K | 0.11% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 706 | $279.5K | 0.20% | +706 | New |
| Riverview Trust Co | 706 | $279.5K | 0.25% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 707 | $279.9K | 0.17% | −39−5.2% | Reduced |
| First National Bank | 709 | $280.7K | 0.24% | −8−1.1% | Reduced |
| Washington Trust Advisors, Inc. | 710 | $281.0K | 0.03% | −7−1.0% | Reduced |
| Crew Capital Management, Ltd. | 711 | $281.5K | 0.30% | −402−36.1% | Reduced |
| AIMZ Investment Advisors, LLC | 714 | $282.7K | 0.13% | 00.0% | Unchanged |
| Xcel Wealth Management, LLC | 714 | $282.7K | 0.11% | 00.0% | Unchanged |
| Callan Family Office, LLC | 716 | $283.5K | 0.08% | −785−52.3% | Reduced |
| Wellspring Financial Advisors, LLC | 718 | $284.5K | 0.08% | +1+0.1% | Added |
| Cutter & CO Brokerage, Inc. | 719 | $284.8K | 0.08% | −7−1.0% | Reduced |
| Goldstream Capital Management Ltd | 720 | $285.1K | 0.23% | +720 | New |
| Saiph Capital, LLC | 720 | $285.1K | 0.16% | −12−1.6% | Reduced |
| JNBA Financial Advisors | 721 | $285.5K | 0.04% | 00.0% | Unchanged |
| Nvest Financial, LLC | 721 | $285.6K | 0.27% | +12+1.7% | Added |
| Vectors Research Management, LLC | 732 | $286.0K | 0.09% | +33+4.7% | Added |
| Heritage Investment Group, Inc. | 726 | $287.0K | 0.08% | +215+42.1% | Added |
| Tiemann Investment Advisors, LLC | 725 | $287.0K | 0.15% | −92−11.3% | Reduced |
| Kaydan Wealth Management, Inc. | 725 | $287.0K | 0.11% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 725 | $287.2K | 0.03% | −19−2.6% | Reduced |
| McAdam, LLC | 725 | $287.2K | 0.02% | +6+0.8% | Added |
| Denver Wealth Management, Inc. | 726 | $287.5K | 0.19% | −4−0.5% | Reduced |
| Black Diamond Financial, LLC | 727 | $287.8K | 0.09% | +125+20.8% | Added |
| Dominguez Wealth Management Solutions, Inc. | 731 | $289.4K | 0.27% | +11+1.5% | Added |
| Pitti Group Wealth Management, LLC | 731 | $289.4K | 0.33% | 00.0% | Unchanged |
| Manchester Financial Inc | 731 | $289.4K | 0.09% | −10−1.3% | Reduced |
| Bienville Capital Management, LLC | 734 | $290.6K | 0.09% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 735 | $291.0K | 0.41% | 00.0% | Unchanged |
| Darwin Advisors, LLC | 736 | $291.4K | 0.08% | +30+4.2% | Added |
| DHJJ Financial Advisors, Ltd. | 737 | $291.8K | 0.15% | −15−2.0% | Reduced |
| DSC Advisors, L.P. | 741 | $293.4K | 0.44% | −18−2.4% | Reduced |
| Millennium Capital Advisors, LLC | 741 | $293.5K | 0.25% | 00.0% | Unchanged |
| Madden Securities Corp | 742 | $293.8K | 0.17% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 747 | $295.7K | 0.04% | +29+4.0% | Added |
| Mason & Associates Inc | 748 | $296.2K | 0.09% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 750 | $296.9K | 0.26% | 00.0% | Unchanged |
| Elgethun Capital Management | 755 | $298.4K | 0.09% | 00.0% | Unchanged |
| Founders Capital Management | 755 | $298.9K | 0.23% | +15+2.0% | Added |
| Greatmark Investment Partners, Inc. | 757 | $299.7K | 0.05% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 759 | $300.3K | 0.03% | +398+110.2% | Added |