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 |
|---|---|---|---|---|---|
| Objective Capital Management, LLC | 1,126 | $445.8K | 0.40% | −27−2.3% | Reduced |
| Cinctive Capital Management LP | 1,126 | $445.8K | 0.02% | +1,126 | New |
| Aureus Asset Management, LLC | 1,127 | $446.2K | 0.04% | +339+43.0% | Added |
| Horiko Capital Management LLC | 1,130 | $447.4K | 0.25% | 00.0% | Unchanged |
| State of Wyoming | 1,133 | $448.6K | 0.10% | −1,675−59.7% | Reduced |
| Fernwood Investment Management, LLC | 1,139 | $449.0K | 0.16% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 1,135 | $449.0K | 1.37% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,136 | $449.7K | 0.05% | +21+1.9% | Added |
| Prosperity Financial Group, Inc. | 1,136 | $449.8K | 0.37% | +40+3.6% | Added |
| Arcus Capital Partners, LLC | 1,139 | $450.9K | 0.14% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 1,176 | $451.0K | 0.11% | +106+9.9% | Added |
| ZWJ Investment Counsel Inc | 1,143 | $452.4K | 0.03% | +88+8.3% | Added |
| Granite Harbor Advisors, Inc. | 1,146 | $453.7K | 0.36% | −34−2.9% | Reduced |
| Larson Financial Group LLC | 1,147 | $454.1K | 0.04% | +116+11.3% | Added |
| Grey Street Capital, LLC | 1,149 | $454.9K | 0.26% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 1,149 | $455.0K | 0.18% | −95−7.6% | Reduced |
| Phillips Wealth Planners LLC | 1,174 | $455.4K | 0.62% | +73+6.6% | Added |
| Centurion Wealth Management LLC | 1,151 | $455.7K | 0.22% | +54+4.9% | Added |
| FSM Wealth Advisors, LLC | 1,151 | $455.8K | 0.23% | −171−12.9% | Reduced |
| Hayek Kallen Investment Management | 1,153 | $456.0K | 0.20% | +1,153 | New |
| Rede Wealth, LLC | 1,155 | $457.5K | 0.23% | −73−5.9% | Reduced |
| Diversified Portfolios, Inc. | 1,156 | $457.7K | 0.09% | +6+0.5% | Added |
| National Wealth Management Group, LLC | 1,160 | $459.3K | 0.50% | +1,160 | New |
| Warren Averett Asset Management, LLC | 1,161 | $459.7K | 0.02% | −22−1.9% | Reduced |
| Hartford Financial Management Inc. | 1,163 | $460.4K | 0.12% | 00.0% | Unchanged |
| Seven Post Investment Office LP | 1,165 | $461.2K | 0.13% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,169 | $462.7K | 0.04% | −78−6.3% | Reduced |
| Dark Forest Capital Management LP | 1,171 | $463.6K | 0.04% | +524+81.0% | Added |
| Financial Engines Advisors L.L.C. | 1,172 | $463.8K | 0.00% | −3−0.3% | Reduced |
| McIlrath & Eck, LLC | 1,172 | $464.0K | 0.09% | 00.0% | Unchanged |
| Jackson Hole Capital Partners, LLC | 1,174 | $464.8K | 0.14% | −1,205−50.7% | Reduced |
| MBE Wealth Management, LLC | 1,176 | $465.6K | 0.27% | −3−0.3% | Reduced |
| Empire Financial Management Company, LLC | 1,176 | $465.6K | 0.20% | +26+2.3% | Added |
| Commonwealth Financial Services, LLC | 1,177 | $465.8K | 0.14% | +1,177 | New |
| AlphaStar Capital Management, LLC | 1,179 | $466.9K | 0.06% | +76+6.9% | Added |
| Citadel Investment Advisory, Inc. | 1,180 | $467.0K | 0.31% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,183 | $468.5K | 0.21% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 1,287 | $468.6K | 0.10% | +5+0.4% | Added |
| Centerpoint Advisors, LLC | 1,184 | $469.0K | 0.20% | −166−12.3% | Reduced |
| Silicon Valley Capital Partners | 1,185 | $469.3K | 0.09% | 00.0% | Unchanged |
| Relative Value Partners Group, LLC | 1,185 | $469.3K | 0.03% | +1,185 | New |
| PFW Advisors LLC | 1,186 | $469.5K | 0.17% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,186 | $469.5K | 0.55% | +1,186 | New |
| Algert Global LLC | 1,194 | $472.7K | 0.02% | −4,227−78.0% | Reduced |
| Western Pacific Wealth Management, LP | 1,197 | $473.9K | 0.39% | −17−1.4% | Reduced |
| Menard Financial Group LLC | 1,208 | $478.3K | 0.69% | +1,208 | New |
| Ausdal Financial Partners, Inc. | 1,209 | $478.5K | 0.07% | −10−0.8% | Reduced |
| Paragon Private Wealth Management, LLC | 1,212 | $479.9K | 0.40% | −18−1.5% | Reduced |
| TruWealth Advisors, LLC | 1,212 | $480.0K | 0.04% | −25−2.0% | Reduced |
| VisionPoint Advisory Group, LLC | 1,213 | $480.2K | 0.21% | +256+26.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,214 | $480.6K | 0.08% | −36−2.9% | Reduced |
| Clean Yield Group | 1,203 | $481.0K | 0.21% | +500+71.1% | Added |
| Claret Asset Management Corp | 1,218 | $482.0K | 0.09% | +68+5.9% | Added |
| Fort Pitt Capital Group, LLC | 1,224 | $484.6K | 0.02% | +3+0.2% | Added |
| Westmount Partners, LLC | 1,229 | $486.6K | 0.21% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 1,235 | $488.9K | 0.43% | −103−7.7% | Reduced |
| Capital Advisors Inc | 1,238 | $490.1K | 0.01% | −65−5.0% | Reduced |
| REDW Wealth LLC | 1,239 | $490.5K | 0.15% | −281−18.5% | Reduced |
| Cassia Capital Partners, LLC | 1,240 | $490.9K | 0.40% | +26+2.1% | Added |
| Blue Barn Wealth, LLC | 1,240 | $490.9K | 0.32% | +66+5.6% | Added |
| Summit Financial Wealth Advisors, LLC | 1,267 | $492.7K | 0.12% | +279+28.2% | Added |
| Tanaka Capital Management Inc | 1,246 | $493.0K | 1.41% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 1,247 | $493.7K | 0.35% | −1,941−60.9% | Reduced |
| Valmark Advisers, Inc. | 1,249 | $494.4K | 0.01% | −103−7.6% | Reduced |
| LaFleur & Godfrey LLC | 1,250 | $494.9K | 0.08% | 00.0% | Unchanged |
| Aristides Capital LLC | 1,250 | $494.9K | 0.33% | 00.0% | Unchanged |
| Milestone Advisory Partners | 1,260 | $498.8K | 0.41% | 00.0% | Unchanged |
| DCM Advisors, LLC | 1,266 | $501.1K | 0.23% | +296+30.5% | Added |
| Cardiff Park Advisors, LLC | 1,267 | $501.8K | 0.06% | 00.0% | Unchanged |
| Tobam | 1,269 | $502.0K | 0.04% | +322+34.0% | Added |
| Smith Anglin Financial, LLC | 1,269 | $502.4K | 0.06% | +211+19.9% | Added |
| Fortem Financial Group, LLC | 1,269 | $502.4K | 0.29% | −15−1.2% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,271 | $503.2K | 0.27% | +1,271 | New |
| Plante Moran Financial Advisors, LLC | 1,277 | $505.6K | 0.06% | −35−2.7% | Reduced |
| Grandview Asset Management LLC | 1,278 | $506.0K | 0.29% | −216−14.5% | Reduced |
| First Command Advisory Services, Inc. | 1,279 | $506.4K | 0.01% | +1,279 | New |
| Key Financial Inc | 1,280 | $506.8K | 0.17% | 00.0% | Unchanged |
| Webster Bank, N. A. | 1,281 | $507.2K | 0.07% | −100−7.2% | Reduced |
| Salem Investment Counselors Inc | 1,284 | $508.4K | 0.02% | +30+2.4% | Added |
| Boyd Watterson Asset Management LLC | 1,287 | $509.5K | 0.22% | −3−0.2% | Reduced |
| Verus Capital Partners, LLC | 1,288 | $510.0K | 0.07% | +285+28.4% | Added |
| Nwam LLC | 1,289 | $510.5K | 0.05% | −221−14.6% | Reduced |
| ERTS Wealth Advisors, LLC | 1,296 | $513.1K | 0.12% | −80−5.8% | Reduced |
| JMG Financial Group, Ltd. | 1,297 | $513.3K | 0.02% | +1+0.1% | Added |
| First Financial Corp | 1,297 | $513.5K | 0.30% | +562+76.5% | Added |
| Sunflower Bank, N.A. | 1,298 | $513.9K | 0.12% | +126+10.8% | Added |
| New World Advisors LLC | 1,299 | $514.3K | 0.18% | −1−0.1% | Reduced |
| Paradigm Asset Management Co LLC | 1,299 | $514.3K | 0.15% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 1,300 | $515.0K | 0.34% | −22−1.7% | Reduced |
| Aveo Capital Partners, LLC | 1,311 | $519.0K | 0.07% | +88+7.2% | Added |
| Fortitude Advisory Group L.L.C. | 1,312 | $519.4K | 0.35% | +65+5.2% | Added |
| Paulson Wealth Management Inc. | 1,313 | $519.8K | 0.18% | +677+106.4% | Added |
| Becker Capital Management Inc | 1,315 | $520.6K | 0.02% | +251+23.6% | Added |
| Exchange Bank | 1,319 | $522.2K | 0.50% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,320 | $522.5K | 0.53% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,322 | $523.4K | 0.05% | +9+0.7% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,324 | $524.1K | 0.08% | +62+4.9% | Added |
| Triangle Securities Wealth Management | 1,325 | $524.6K | 0.19% | −35−2.6% | Reduced |
| Skylands Capital, LLC | 1,325 | $524.6K | 0.08% | −25−1.9% | Reduced |
| Matisse Capital | 1,325 | $524.6K | 0.37% | 00.0% | Unchanged |