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 |
|---|---|---|---|---|---|
| Ninepoint Partners LP | 2,917 | $1.15M | 0.12% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,915 | $1.15M | 0.32% | −8−0.3% | Reduced |
| Meridian Wealth Advisors, LLC | 2,907 | $1.15M | 0.29% | 00.0% | Unchanged |
| Insight Holdings Group, LLC | 2,900 | $1.15M | 0.03% | −400−12.1% | Reduced |
| Prudent Man Advisors, LLC | 2,896 | $1.15M | 0.45% | −127−4.2% | Reduced |
| Gilbert & Cook, Inc. | 2,893 | $1.15M | 0.18% | +1,920+197.3% | Added |
| Keystone Investors Pte Ltd | 2,890 | $1.14M | 0.14% | +2,890 | New |
| American National Bank | 2,889 | $1.14M | 0.19% | +16+0.6% | Added |
| Castleview Partners, LLC | 2,880 | $1.14M | 1.05% | +126+4.6% | Added |
| HF Advisory Group, LLC | 2,790 | $1.13M | 0.84% | +191+7.3% | Added |
| Brown Miller Wealth Management, LLC | 2,858 | $1.13M | 0.63% | +35+1.2% | Added |
| Quilter Plc | 1,133 | $1.13M | 0.06% | −209−15.6% | Reduced |
| Ogorek Anthony Joseph | 2,847 | $1.13M | 0.44% | −64−2.2% | Reduced |
| Delta Investment Management, LLC | 2,844 | $1.13M | 0.31% | −266−8.6% | Reduced |
| KC Investment Advisors, LLC | 2,840 | $1.12M | 0.73% | +71+2.6% | Added |
| Warther Private Wealth, LLC | 2,837 | $1.12M | 0.75% | −234−7.6% | Reduced |
| Culbertson A N & Co Inc | 2,830 | $1.12M | 0.22% | 00.0% | Unchanged |
| Colonial Trust Advisors | 2,822 | $1.12M | 0.13% | −10.0% | Reduced |
| Red Wave Investments LLC | 2,819 | $1.12M | 0.48% | −21−0.7% | Reduced |
| PFG Advisors | 2,817 | $1.12M | 0.10% | −3,180−53.0% | Reduced |
| Chesapeake Wealth Management | 2,813 | $1.11M | 0.46% | +40+1.4% | Added |
| Drive Wealth Management, LLC | 2,811 | $1.11M | 0.41% | −217−7.2% | Reduced |
| Buckingham Strategic Partners | 2,799 | $1.11M | 0.05% | +102+3.8% | Added |
| Excalibur Management Corp | 2,792 | $1.11M | 0.57% | +2+0.1% | Added |
| DRW Securities, LLC | 2,787 | $1.10M | 0.09% | −11,896−81.0% | Reduced |
| Cim Investment Mangement Inc | 2,763 | $1.09M | 0.40% | −54−1.9% | Reduced |
| Veracity Capital LLC | 2,762 | $1.09M | 0.51% | +92+3.4% | Added |
| Forbes J M & Co LLP | 2,759 | $1.09M | 0.14% | −40−1.4% | Reduced |
| SeaCrest Wealth Management, LLC | 2,758 | $1.09M | 0.14% | +130+4.9% | Added |
| Resonant Capital Advisors, LLC | 2,741 | $1.09M | 0.12% | +1,140+71.2% | Added |
| Cooper Financial Group | 2,731 | $1.08M | 0.26% | +100+3.8% | Added |
| Avestar Capital, LLC | 2,730 | $1.08M | 0.16% | +430+18.7% | Added |
| Concord Wealth Partners | 2,727 | $1.08M | 0.23% | +361+15.3% | Added |
| Stiles Financial Services Inc | 2,727 | $1.08M | 0.56% | +18+0.7% | Added |
| PFG Investments, LLC | 2,726 | $1.08M | 0.20% | +120+4.6% | Added |
| Cross Staff Investments Inc | 2,707 | $1.07M | 1.05% | −720−21.0% | Reduced |
| Hamilton Capital, LLC | 2,707 | $1.07M | 0.08% | +23+0.9% | Added |
| Brevan Howard Capital Management LP | 2,700 | $1.07M | 0.32% | +2,700 | New |
| LCNB Corp | 2,687 | $1.06M | 0.47% | −159−5.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 2,678 | $1.06M | 0.64% | +3+0.1% | Added |
| Rice Partnership, LLC | 2,675 | $1.06M | 0.30% | −315−10.5% | Reduced |
| Prentice Wealth Management LLC | 2,672 | $1.06M | 0.48% | +2+0.1% | Added |
| Sargent Investment Group, LLC | 2,670 | $1.06M | 0.25% | +778+41.1% | Added |
| Zions Bancorporation, N.A. | 2,661 | $1.05M | 0.09% | −29−1.1% | Reduced |
| ORG Partners LLC | 2,657 | $1.05M | 0.31% | −50−1.8% | Reduced |
| Resources Management Corp | 2,647 | $1.05M | 0.17% | +369+16.2% | Added |
| McCarthy Asset Management, Inc. | 2,647 | $1.05M | 0.77% | −986−27.1% | Reduced |
| BLB&B Advisors, LLC | 2,646 | $1.05M | 0.07% | −5−0.2% | Reduced |
| Regal Investment Advisors LLC | 2,636 | $1.04M | 0.09% | +50+1.9% | Added |
| Northcape Wealth Management, LLC | 2,630 | $1.04M | 0.40% | −4−0.2% | Reduced |
| Catalyst Financial Partners LLC | 2,621 | $1.04M | 0.33% | +512+24.3% | Added |
| RDA Financial Network | 2,620 | $1.04M | 0.45% | +30+1.2% | Added |
| KRS Capital Management, LLC | 2,614 | $1.03M | 1.10% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 2,612 | $1.03M | 0.31% | +203+8.4% | Added |
| Accretive Wealth Partners, LLC | 2,610 | $1.03M | 0.62% | +27+1.0% | Added |
| Everhart Financial Group, Inc. | 2,592 | $1.03M | 0.44% | +156+6.4% | Added |
| Capital Advisors, Ltd. LLC | 2,591 | $1.03M | 0.16% | +23+0.9% | Added |
| Buckley Wealth Management, LLC | 2,590 | $1.03M | 0.38% | +20+0.8% | Added |
| J.W. Cole Advisors, Inc. | 2,586 | $1.02M | 0.08% | −175−6.3% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 2,400 | $1.02M | 0.85% | −500−17.2% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,567 | $1.02M | 0.07% | +809+46.0% | Added |
| Semus Wealth Partners LLC | 2,564 | $1.02M | 0.95% | +151+6.3% | Added |
| Northern Financial Advisors Inc | 2,544 | $1.01M | 0.92% | −11−0.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 2,536 | $1.00M | 0.26% | −160−5.9% | Reduced |
| Hilltop Partners LLC | 2,534 | $1.00M | 0.42% | +537+26.9% | Added |
| Ipswich Investment Management Co., Inc. | 2,526 | $1.00M | 0.27% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 2,522 | $998.5K | 0.23% | +352+16.2% | Added |
| Oakworth Capital, Inc. | 2,522 | $998.5K | 0.09% | −37−1.4% | Reduced |
| Golden State Equity Partners | 2,520 | $997.8K | 0.28% | +285+12.8% | Added |
| Renasant Bank | 2,516 | $996.1K | 0.84% | +170+7.2% | Added |
| CWS Financial Advisors, LLC | 2,509 | $993.4K | 0.40% | −83−3.2% | Reduced |
| SevenBridge Financial Group, LLC | 2,502 | $990.6K | 0.26% | +216+9.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,498 | $989.0K | 0.34% | +1,325+113.0% | Added |
| McGowan Group Asset Management, Inc. | 2,495 | $988.0K | 0.16% | +59+2.4% | Added |
| Beaumont Asset Management, L.L.C. | 2,494 | $987.4K | 0.81% | +12+0.5% | Added |
| Newman Dignan & Sheerar, Inc. | 2,494 | $987.3K | 0.32% | +13+0.5% | Added |
| Howard Financial Services, Ltd. | 2,492 | $986.6K | 0.23% | +359+16.8% | Added |
| Essex LLC | 2,489 | $985.3K | 0.28% | +1,113+80.9% | Added |
| Lee Financial Co | 2,483 | $983.0K | 0.18% | +11+0.4% | Added |
| Zuckerman Investment Group, LLC | 2,481 | $982.3K | 0.14% | +123+5.2% | Added |
| James J. Burns & Company, LLC | 2,480 | $982.0K | 0.26% | −50−2.0% | Reduced |
| Maven Securities LTD | 2,474 | $979.5K | 0.11% | −2,512−50.4% | Reduced |
| Professional Financial Advisors, LLC | 2,472 | $978.9K | 0.44% | −29−1.2% | Reduced |
| Retirement Guys Formula LLC | 2,452 | $970.8K | 0.68% | +546+28.6% | Added |
| KLCM Advisors, Inc. | 2,448 | $969.2K | 0.18% | +709+40.8% | Added |
| Clifford Swan Investment Counsel LLC | 2,447 | $968.7K | 0.04% | −74−2.9% | Reduced |
| Pointe Capital Management LLC | 2,446 | $968.4K | 0.76% | 00.0% | Unchanged |
| Permit Capital, LLC | 2,435 | $964.0K | 0.41% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 44 | $961.7K | 0.46% | −2,139−98.0% | Reduced |
| NinePointTwo Capital | 2,429 | $961.0K | 0.39% | 00.0% | Unchanged |
| TCG Advisory Services, LLC | 2,419 | $957.7K | 0.15% | +306+14.5% | Added |
| TFC Financial Management | 2,419 | $957.7K | 0.23% | +17+0.7% | Added |
| Seascape Capital Management | 2,413 | $956.0K | 0.45% | −22−0.9% | Reduced |
| 9258 Wealth Management, LLC | 2,409 | $953.9K | 0.19% | +21+0.9% | Added |
| Spirit of America Management Corp | 2,400 | $950.2K | 0.21% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,400 | $950.2K | 0.68% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 2,390 | $946.1K | 0.16% | 00.0% | Unchanged |
| Provident Trust Co | 2,380 | $942.3K | 0.02% | 00.0% | Unchanged |
| Capital Planning Advisors, LLC | 2,376 | $940.7K | 0.20% | −20−0.8% | Reduced |
| First Affirmative Financial Network | 2,371 | $938.7K | 0.92% | +223+10.4% | Added |