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; 3,633 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
- 2,822
- +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
- 1,112 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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| Miracle Mile Advisors, LLC | 5,331 | $2.11M | 0.07% | +96+1.8% | Added |
| BlueCrest Capital Management Ltd | 5,321 | $2.11M | 0.33% | +4,004+304.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,319 | $2.11M | 0.35% | −46−0.9% | Reduced |
| Simmons Bank | 5,317 | $2.11M | 0.19% | −50−0.9% | Reduced |
| Mission Wealth Management, LP | 5,311 | $2.10M | 0.08% | −84−1.6% | Reduced |
| Visionary Wealth Advisors | 5,311 | $2.10M | 0.17% | +27+0.5% | Added |
| Girard Partners Ltd. | 5,310 | $2.10M | 0.24% | −276−4.9% | Reduced |
| Quantum Private Wealth, LLC | 5,306 | $2.10M | 1.01% | 00.0% | Unchanged |
| Amarillo National Bank | 5,291 | $2.09M | 0.44% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5,307 | $2.09M | 0.84% | +5,307 | New |
| Sovereign Financial Group, Inc. | 5,286 | $2.09M | 0.74% | +42+0.8% | Added |
| Brighton Jones LLC | 5,280 | $2.09M | 0.11% | +174+3.4% | Added |
| Cox Capital Mgt LLC | 5,241 | $2.07M | 1.46% | +217+4.3% | Added |
| Fifth Third Wealth Advisors LLC | 5,231 | $2.07M | 0.84% | −504−8.8% | Reduced |
| Sweet Financial Partners, LLC | 5,214 | $2.06M | 0.55% | +198+3.9% | Added |
| Institutional & Family Asset Management, LLC | 5,173 | $2.05M | 0.34% | 00.0% | Unchanged |
| Financial Advocates Investment Management | 5,165 | $2.04M | 0.15% | +44+0.9% | Added |
| My Legacy Advisors, LLC | 5,270 | $2.04M | 0.83% | +67+1.3% | Added |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.04M | 0.99% | 00.0% | Unchanged |
| Howland Capital Management LLC | 5,155 | $2.04M | 0.12% | −42−0.8% | Reduced |
| Fortis Group Advisors, LLC | 5,611 | $2.04M | 0.62% | +212+3.9% | Added |
| Redwood Investments, LLC | 5,130 | $2.03M | 0.27% | +3,043+145.8% | Added |
| Nicholas Hoffman & Company, LLC. | 5,129 | $2.03M | 0.15% | +66+1.3% | Added |
| S.A. Mason LLC | 5,129 | $2.03M | 1.46% | +20.0% | Added |
| Riverpark Capital Management LLC | 5,126 | $2.03M | 3.68% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 5,102 | $2.02M | 0.24% | −170−3.2% | Reduced |
| Sepio Capital, LP | 5,101 | $2.02M | 0.17% | −3,506−40.7% | Reduced |
| Deane Retirement Strategies, Inc. | 5,084 | $2.01M | 1.12% | +5+0.1% | Added |
| Meridian Wealth Management, LLC | 5,085 | $2.01M | 0.12% | −803−13.6% | Reduced |
| West Branch Capital LLC | 5,084 | $2.01M | 1.06% | −20.0% | Reduced |
| Aptus Capital Advisors, LLC | 5,057 | $2.00M | 0.06% | +2,341+86.2% | Added |
| Simon Quick Advisors, LLC | 5,050 | $2.00M | 0.19% | +1,300+34.7% | Added |
| Capital Investment Advisory Services, LLC | 5,036 | $1.99M | 0.20% | −121−2.3% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 5,035 | $1.99M | 1.58% | −269−5.1% | Reduced |
| Belpointe Asset Management LLC | 5,021 | $1.99M | 0.21% | −583−10.4% | Reduced |
| First United Bank Trust | 5,021 | $1.99M | 0.92% | −34−0.7% | Reduced |
| Bourne Lent Asset Management Inc | 4,998 | $1.98M | 0.87% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 4,983 | $1.97M | 0.44% | +486+10.8% | Added |
| SRN Advisors, LLC | 4,967 | $1.97M | 1.95% | −2,028−29.0% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,966 | $1.97M | 0.97% | −95−1.9% | Reduced |
| Koshinski Asset Management, Inc. | 4,960 | $1.96M | 0.23% | −574−10.4% | Reduced |
| McDaniel Terry & Co | 4,959 | $1.96M | 0.20% | −36−0.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 4,945 | $1.96M | 0.44% | +2,253+83.7% | Added |
| Fukoku Mutual Life Insurance Co | 4,943 | $1.96M | 0.18% | 00.0% | Unchanged |
| Summit Global Investments | 4,933 | $1.95M | 0.13% | −3,277−39.9% | Reduced |
| Principle Wealth Partners LLC | 4,916 | $1.95M | 0.20% | +12+0.2% | Added |
| Wealthsource Partners, LLC | 4,911 | $1.94M | 0.13% | −67−1.3% | Reduced |
| Headinvest, LLC | 4,911 | $1.94M | 0.42% | +31+0.6% | Added |
| SeaBridge Investment Advisors LLC | 4,882 | $1.93M | 0.64% | +329+7.2% | Added |
| Greenup Street Wealth Management LLC | 4,867 | $1.93M | 0.63% | +508+11.7% | Added |
| Ledyard National Bank | 4,864 | $1.93M | 0.22% | +64+1.3% | Added |
| David Loasby | 4,882 | $1.92M | 0.21% | +941+23.9% | Added |
| IPG Investment Advisors LLC | 4,850 | $1.92M | 0.42% | +1,559+47.4% | Added |
| Vestmark Advisory Solutions, Inc. | 4,848 | $1.92M | 0.14% | −11,295−70.0% | Reduced |
| EverSource Wealth Advisors, LLC | 4,842 | $1.92M | 0.20% | +223+4.8% | Added |
| Ossiam | 4,840 | $1.92M | 0.03% | +2,948+155.8% | Added |
| Vise Technologies, Inc. | 4,835 | $1.91M | 0.47% | +935+24.0% | Added |
| Sentry Investment Management LLC | 4,832 | $1.91M | 0.92% | −1,149−19.2% | Reduced |
| Garrison Point Advisors, LLC | 4,826 | $1.91M | 1.48% | −140−2.8% | Reduced |
| Great Lakes Retirement, Inc. | 4,822 | $1.91M | 0.34% | +681+16.4% | Added |
| Americana Partners, LLC | 4,786 | $1.91M | 0.21% | +1,940+68.2% | Added |
| Caldwell Investment Management Ltd. | 4,838 | $1.90M | 1.85% | −1,100−18.5% | Reduced |
| Dunhill Financial, LLC | 4,746 | $1.90M | 1.20% | +10+0.2% | Added |
| Wealth Alliance | 4,792 | $1.90M | 0.30% | +22+0.5% | Added |
| Revolve Wealth Partners, LLC | 4,787 | $1.90M | 0.44% | +22+0.5% | Added |
| Fort Point Capital Partners LLC | 4,773 | $1.89M | 0.31% | +87+1.9% | Added |
| Kendall Capital Management | 4,753 | $1.88M | 0.83% | +543+12.9% | Added |
| Winton Group Ltd | 4,732 | $1.87M | 0.15% | −9,775−67.4% | Reduced |
| Providence First Trust Co | 4,721 | $1.87M | 1.04% | −125−2.6% | Reduced |
| Orleans Capital Management Corp | 4,717 | $1.87M | 1.39% | +5+0.1% | Added |
| Chilton Capital Management LLC | 4,709 | $1.86M | 0.10% | +75+1.6% | Added |
| One River Asset Management, LLC | 4,688 | $1.86M | 0.87% | +4,688 | New |
| Mechanics Bank Trust Department | 4,704 | $1.86M | 0.31% | +143+3.1% | Added |
| Segment Wealth Management, LLC | 4,698 | $1.86M | 0.19% | +871+22.8% | Added |
| J. W. Coons Advisors, LLC | 4,692 | $1.86M | 0.54% | +320+7.3% | Added |
| Naviter Wealth, LLC | 4,673 | $1.85M | 0.45% | +91+2.0% | Added |
| Evergreen Wealth Solutions, LLC | 4,656 | $1.84M | 1.86% | −279−5.7% | Reduced |
| TriaGen Wealth Management LLC | 4,646 | $1.84M | 0.94% | −34−0.7% | Reduced |
| Delta Financial Group, Inc. | 4,630 | $1.83M | 0.63% | +8+0.2% | Added |
| Sanders Morris Harris LLC | 4,641 | $1.83M | 0.38% | 00.0% | Unchanged |
| RFG Advisory, LLC | 4,622 | $1.83M | 0.08% | +1,458+46.1% | Added |
| Mutual Advisors, LLC | 4,621 | $1.83M | 0.07% | −528−10.3% | Reduced |
| Missouri Trust & Investment Co | 4,583 | $1.81M | 0.82% | −10.0% | Reduced |
| Chemistry Wealth Management LLC | 4,568 | $1.81M | 0.60% | −244−5.1% | Reduced |
| Beacon Financial Group | 4,377 | $1.81M | 0.26% | +75+1.7% | Added |
| Geller Advisors LLC | 4,552 | $1.80M | 0.21% | −1,674−26.9% | Reduced |
| Cobblestone Capital Advisors LLC | 4,534 | $1.80M | 0.13% | −20−0.4% | Reduced |
| Security National Bank | 4,493 | $1.79M | 0.50% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 4,519 | $1.79M | 0.44% | +2,200+94.9% | Added |
| Platform Technology Partners | 4,509 | $1.79M | 0.84% | −60−1.3% | Reduced |
| Patron Partners Advisors, LLC | 4,505 | $1.78M | 1.32% | +24+0.5% | 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 |
| Strategic Investment Solutions, Inc. | 4,410 | $1.77M | 0.02% | +4,340+6,200.0% | Added |
| Summit Financial, LLC | 4,461 | $1.77M | 0.13% | +1,559+53.7% | Added |
| Tilt Investment Management Holdings, PBC | 4,452 | $1.76M | 1.26% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 4,462 | $1.75M | 0.03% | +862+23.9% | Added |
| Sendero Wealth Management, LLC | 4,418 | $1.75M | 0.38% | +149+3.5% | Added |
| Kapitalo Investimentos Ltda | 4,416 | $1.75M | 0.24% | +3,367+321.0% | Added |
| Wealthcare Advisory Partners LLC | 4,402 | $1.74M | 0.08% | −118−2.6% | Reduced |