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 |
|---|---|---|---|---|---|
| Mirova | 4,394 | $1.74M | 0.35% | −5,024−53.3% | Reduced |
| Manchester Capital Management LLC | 4,376 | $1.73M | 0.26% | −55−1.2% | Reduced |
| Appleton Partners Inc | 4,375 | $1.73M | 0.15% | −401−8.4% | Reduced |
| Alapocas Investment Partners, Inc. | 4,353 | $1.72M | 1.26% | −3−0.1% | Reduced |
| Barden Capital Management, Inc. | 4,349 | $1.72M | 1.67% | +523+13.7% | Added |
| Angeles Wealth Management, LLC | 4,335 | $1.72M | 0.24% | −1,122−20.6% | Reduced |
| Kelman-Lazarov, Inc. | 4,329 | $1.71M | 0.41% | −207−4.6% | Reduced |
| Arbor Capital Management Inc | 4,410 | $1.71M | 1.52% | −23−0.5% | Reduced |
| Westhampton Capital, LLC | 4,305 | $1.70M | 1.10% | +135+3.2% | Added |
| Hennessy Advisors Inc | 4,300 | $1.70M | 0.12% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 4,289 | $1.70M | 0.44% | +95+2.3% | Added |
| First Horizon Advisors, Inc. | 4,264 | $1.69M | 0.06% | −97−2.2% | Reduced |
| Transcend Wealth Collective, LLC | 4,263 | $1.69M | 0.16% | +17+0.4% | Added |
| V Wealth Advisors LLC | 4,257 | $1.69M | 1.36% | −5,052−54.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,252 | $1.68M | 0.18% | −34−0.8% | Reduced |
| Fidelis Capital Partners, LLC | 4,251 | $1.68M | 0.58% | +283+7.1% | Added |
| Aua Capital Management, LLC | 4,250 | $1.68M | 1.22% | +636+17.6% | Added |
| Lindbrook Capital, LLC | 4,247 | $1.68M | 0.19% | +325+8.3% | Added |
| Wallace Advisory Group, LLC | 4,270 | $1.68M | 1.21% | −39−0.9% | Reduced |
| RMR Wealth Builders | 4,241 | $1.68M | 0.27% | +714+20.2% | Added |
| Cape Investment Advisory, Inc. | 4,222 | $1.67M | 0.95% | +83+2.0% | Added |
| Emfo, LLC | 4,209 | $1.67M | 1.57% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 4,204 | $1.66M | 0.26% | +559+15.3% | Added |
| Intelligent Financial Strategies | 4,202 | $1.66M | 1.23% | +10.0% | Added |
| Alta Fox Capital Management, LLC | 4,200 | $1.66M | 1.82% | +4,200 | New |
| Ameliora Wealth Management Ltd. | 4,195 | $1.66M | 0.98% | −485−10.4% | Reduced |
| Smith, Moore & Co. | 4,194 | $1.66M | 0.22% | −317−7.0% | Reduced |
| Parkside Financial Bank & Trust | 4,190 | $1.66M | 0.38% | +47+1.1% | Added |
| Aubrey Capital Management Ltd | 4,700 | $1.65M | 0.95% | +4,700 | New |
| AdvisorNet Financial, Inc | 4,168 | $1.65M | 0.15% | −13−0.3% | Reduced |
| Stokes Family Office, LLC | 4,165 | $1.65M | 0.19% | +109+2.7% | Added |
| Atlantic Trust, LLC | 4,156 | $1.65M | 0.54% | +406+10.8% | Added |
| Arrow Financial Corp | 4,145 | $1.64M | 0.19% | −114−2.7% | Reduced |
| CIC Wealth, LLC | 4,138 | $1.64M | 0.59% | +11+0.3% | Added |
| Nations Financial Group Inc, | 4,127 | $1.63M | 0.16% | +1,051+34.2% | Added |
| Liberty Capital Management, Inc. | 4,127 | $1.63M | 0.48% | −35−0.8% | Reduced |
| Bard Financial Services, Inc. | 4,120 | $1.63M | 0.20% | 00.0% | Unchanged |
| Mystic Asset Management, Inc. | 4,090 | $1.62M | 0.91% | +60+1.5% | Added |
| Focus Financial Network, Inc. | 4,080 | $1.62M | 0.09% | +127+3.2% | Added |
| Prosperitas Financial LLC | 4,069 | $1.61M | 1.25% | +4,069 | New |
| Harvest Fund Management Co., Ltd | 4,064 | $1.61M | 0.28% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Long Beach | 4,064 | $1.61M | 0.47% | −34−0.8% | Reduced |
| SkyView Investment Advisors, LLC | 4,061 | $1.61M | 0.65% | −1,968−32.6% | Reduced |
| Cornerstone Wealth Group, LLC | 4,060 | $1.61M | 0.29% | +50+1.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 4,023 | $1.59M | 0.16% | +812+25.3% | Added |
| Thrive Wealth Management, LLC | 4,007 | $1.59M | 0.42% | +328+8.9% | Added |
| Commerzbank Aktiengesellschaft | 4,001 | $1.58M | 0.08% | −512−11.3% | Reduced |
| Consilium Wealth Advisory, LLC | 3,989 | $1.58M | 1.11% | +584+17.2% | Added |
| WT Wealth Management | 3,987 | $1.58M | 0.68% | −166−4.0% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,984 | $1.58M | 1.01% | −100−2.4% | Reduced |
| Amica Retiree Medical Trust | 3,982 | $1.58M | 1.85% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 3,971 | $1.57M | 0.43% | +3,971 | New |
| Trifecta Capital Advisors, LLC | 3,963 | $1.57M | 0.50% | −5−0.1% | Reduced |
| Strategic Advocates LLC | 3,958 | $1.57M | 0.74% | +3,958 | New |
| VeraBank, N.A. | 3,951 | $1.56M | 0.60% | 00.0% | Unchanged |
| Jump Financial, LLC | 3,939 | $1.56M | 0.06% | +3,939 | New |
| Synergy Financial Group, LTD | 3,938 | $1.56M | 2.18% | +2+0.1% | Added |
| Roof Eidam & Maycock | 3,938 | $1.56M | 0.51% | +215+5.8% | Added |
| Mayflower Financial Advisors, LLC | 3,937 | $1.56M | 0.23% | +238+6.4% | Added |
| Strait & Sound Wealth Management LLC | 3,931 | $1.56M | 1.34% | −79−2.0% | Reduced |
| Union Savings Bank | 3,911 | $1.55M | 0.97% | 00.0% | Unchanged |
| Scharf Investments, LLC | 3,904 | $1.55M | 0.05% | +154+4.1% | Added |
| Guardian Wealth Management, Inc. | 3,904 | $1.55M | 1.45% | −2−0.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 3,901 | $1.54M | 0.05% | −310−7.4% | Reduced |
| Strong Tower Advisory Services | 3,896 | $1.54M | 0.77% | −63−1.6% | Reduced |
| Transatlantique Private Wealth LLC | 3,921 | $1.54M | 0.83% | −3−0.1% | Reduced |
| PDS Planning, Inc | 3,892 | $1.54M | 0.20% | +101+2.7% | Added |
| Nikulski Financial, Inc. | 3,871 | $1.53M | 0.63% | +382+10.9% | Added |
| Prossimo Advisors, LLC | 3,870 | $1.53M | 3.61% | −15−0.4% | Reduced |
| Moloney Securities Asset Management, LLC | 3,868 | $1.53M | 0.28% | +205+5.6% | Added |
| Citizens Financial Group Inc | 3,837 | $1.52M | 0.06% | −1,225−24.2% | Reduced |
| Brown Shipley& Co Ltd | 3,832 | $1.52M | 0.84% | −30−0.8% | Reduced |
| World Equity Group, Inc. | 3,807 | $1.51M | 0.31% | −2−0.1% | Reduced |
| D.B. Root & Company, LLC | 3,807 | $1.51M | 0.59% | 00.0% | Unchanged |
| Tectonic Advisors LLC | 3,792 | $1.50M | 0.14% | +52+1.4% | Added |
| Altman Advisors, Inc. | 3,787 | $1.50M | 0.94% | +3,787 | New |
| Richwood Investment Advisors, LLC | 3,785 | $1.50M | 1.53% | +4+0.1% | Added |
| Amussen Hunsaker Associates LLC | 3,744 | $1.50M | 0.34% | −10.0% | Reduced |
| YHB Investment Advisors, Inc. | 3,773 | $1.49M | 0.14% | +61+1.6% | Added |
| Handelsinvest Investeringsforvaltning | 3,766 | $1.49M | 0.52% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,759 | $1.49M | 0.30% | +271+7.8% | Added |
| Strategic Blueprint, LLC | 3,754 | $1.49M | 0.14% | +161+4.5% | Added |
| Cito Capital Group, LLC | 3,750 | $1.49M | 0.72% | 00.0% | Unchanged |
| HighVista Strategies LLC | 3,747 | $1.48M | 0.69% | −500−11.8% | Reduced |
| KCM Investment Advisors LLC | 3,737 | $1.48M | 0.06% | −662−15.0% | Reduced |
| Burns Matteson Capital Management, LLC | 3,735 | $1.48M | 0.94% | −29−0.8% | Reduced |
| Copperleaf Capital, LLC | 3,728 | $1.48M | 1.60% | −472−11.2% | Reduced |
| Curated Wealth Partners LLC | 3,727 | $1.48M | 0.27% | +256+7.4% | Added |
| Marshall Financial Group LLC | 3,724 | $1.47M | 0.53% | −3−0.1% | Reduced |
| Formidable Asset Management, LLC | 3,719 | $1.47M | 0.33% | −60−1.6% | Reduced |
| Archer Investment Corp | 3,705 | $1.47M | 0.52% | +39+1.1% | Added |
| Borer Denton & Associates, Inc. | 3,700 | $1.46M | 0.61% | 00.0% | Unchanged |
| Essex Savings Bank | 3,675 | $1.45M | 0.49% | −81−2.2% | Reduced |
| Lavaca Capital LLC | 3,654 | $1.45M | 0.52% | +1,349+58.5% | Added |
| M&R Capital Management Inc | 3,646 | $1.44M | 0.40% | +29+0.8% | Added |
| Davis R M Inc | 3,646 | $1.44M | 0.04% | −315−8.0% | Reduced |
| Woodmont Investment Counsel LLC | 3,640 | $1.44M | 0.15% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 3,638 | $1.44M | 0.20% | +189+5.5% | Added |
| CVA Family Office, LLC | 3,615 | $1.43M | 0.33% | +135+3.9% | Added |
| Beaumont Financial Advisors, LLC | 3,594 | $1.42M | 0.14% | +92+2.6% | Added |