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 |
|---|---|---|---|---|---|
| Bank Hapoalim BM | 2,357 | $933.0K | 0.15% | −535−18.5% | Reduced |
| Wallace Capital Management Inc. | 2,350 | $930.4K | 0.14% | 00.0% | Unchanged |
| Arlington Partners LLC | 2,330 | $922.5K | 0.38% | −44−1.9% | Reduced |
| Arlington Trust Co LLC | 2,330 | $922.5K | 0.38% | +2,330 | New |
| Dorchester Wealth Management Co | 2,323 | $919.8K | 0.19% | +75+3.3% | Added |
| First Western Trust Bank | 2,316 | $916.9K | 0.05% | −47−2.0% | Reduced |
| Evanson Asset Management, LLC | 2,309 | $914.3K | 0.09% | 00.0% | Unchanged |
| Green Harvest Asset Management LLC | 2,301 | $911.0K | 0.03% | +12+0.5% | Added |
| Mendel Money Management | 2,301 | $911.0K | 0.49% | +168+7.9% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,298 | $909.8K | 0.36% | −82−3.4% | Reduced |
| Journey Strategic Wealth LLC | 2,288 | $906.0K | 0.04% | +421+22.5% | Added |
| Providence Wealth Advisors, LLC | 2,299 | $905.5K | 1.01% | +45+2.0% | Added |
| Great Diamond Partners, LLC | 2,284 | $904.3K | 0.24% | −43−1.8% | Reduced |
| Avantax Planning Partners, Inc. | 2,276 | $901.1K | 0.04% | +104+4.8% | Added |
| FFT Wealth Management LLC | 2,263 | $895.9K | 0.12% | +69+3.1% | Added |
| Proficio Capital Partners LLC | 2,262 | $895.7K | 0.12% | +104+4.8% | Added |
| Camden Capital, LLC | 2,261 | $895.1K | 0.11% | +78+3.6% | Added |
| Family Legacy, Inc. | 2,258 | $894.0K | 0.37% | +94+4.3% | Added |
| IMS Capital Management | 2,252 | $891.6K | 0.53% | −5−0.2% | Reduced |
| Hollencrest Capital Management | 2,250 | $890.8K | 0.10% | +150+7.1% | Added |
| Vicus Capital | 2,244 | $888.5K | 0.09% | +948+73.1% | Added |
| GFG Capital, LLC | 2,240 | $887.0K | 0.29% | +71+3.3% | Added |
| Penobscot Wealth Management | 2,235 | $884.0K | 0.67% | −26−1.1% | Reduced |
| Richard W. Paul & Associates, LLC | 2,232 | $883.9K | 0.40% | −69−3.0% | Reduced |
| Symphony Financial, Ltd. Co. | 2,232 | $881.9K | 0.22% | −48−2.1% | Reduced |
| FJ Capital Management LLC | 2,227 | $881.7K | 0.10% | +2,227 | New |
| Client 1st Advisory Group, LLC | 2,226 | $881.3K | 0.47% | 00.0% | Unchanged |
| Sciencast Management LP | 2,219 | $878.5K | 0.40% | +2,219 | New |
| Stevens Capital Management LP | 2,217 | $878.0K | 0.25% | −1,662−42.8% | Reduced |
| Tributary Capital Management, LLC | 2,215 | $876.9K | 0.08% | −25−1.1% | Reduced |
| Prio Wealth Limited Partnership | 2,202 | $871.8K | 0.03% | +11+0.5% | Added |
| Childress Capital Advisors, LLC | 2,202 | $871.8K | 0.29% | +2,202 | New |
| Alta Advisers Ltd | 2,200 | $871.0K | 0.50% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,198 | $870.3K | 0.17% | −25−1.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,382 | $868.5K | 0.42% | −87−3.5% | Reduced |
| Sandbox Financial Partners, LLC | 2,193 | $868.2K | 0.46% | −12−0.5% | Reduced |
| Perennial Investment Advisors, LLC | 2,189 | $867.0K | 0.16% | +26+1.2% | Added |
| Naples Global Advisors, LLC | 2,186 | $865.5K | 0.10% | +1,141+109.2% | Added |
| Lagoda Investment Management, L.P. | 2,184 | $864.7K | 0.57% | −5−0.2% | Reduced |
| Marks Group Wealth Management, Inc | 2,184 | $864.7K | 0.11% | −4−0.2% | Reduced |
| Demars Financial Group, LLC | 2,182 | $864.0K | 0.49% | −52−2.3% | Reduced |
| Great Valley Advisor Group, Inc. | 2,181 | $863.4K | 0.04% | −7−0.3% | Reduced |
| FirstPurpose Wealth LLC | 2,172 | $859.9K | 0.37% | −37−1.7% | Reduced |
| HCR Wealth Advisors | 2,171 | $859.4K | 0.19% | −691−24.1% | Reduced |
| Texas Capital Bancshares Inc | 2,168 | $858.3K | 0.47% | +15+0.7% | Added |
| River Street Advisors LLC | 2,164 | $856.8K | 0.81% | −223−9.3% | Reduced |
| First Interstate Bank | 2,156 | $853.6K | 0.07% | +16+0.7% | Added |
| Community Bank, N.A. | 2,155 | $853.2K | 0.12% | 00.0% | Unchanged |
| Guardian Wealth Advisors, LLC | 2,155 | $853.0K | 0.15% | +178+9.0% | Added |
| PAX Financial Group, LLC | 2,144 | $848.8K | 0.19% | −15−0.7% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,134 | $844.9K | 0.17% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,128 | $842.5K | 0.33% | +6+0.3% | Added |
| DGS Capital Management, LLC | 2,126 | $841.5K | 0.41% | +177+9.1% | Added |
| Five Oceans Advisors | 2,125 | $841.3K | 0.54% | +10+0.5% | Added |
| Disciplined Equity Management, Inc. | 2,120 | $839.3K | 0.70% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 2,111 | $835.8K | 0.63% | +900+74.3% | Added |
| Brand Asset Management Group, Inc. | 2,108 | $834.6K | 0.43% | −193−8.4% | Reduced |
| Cantor Fitzgerald, L. P. | 2,107 | $834.2K | 0.02% | −2,178−50.8% | Reduced |
| Atlas Brown,Inc. | 2,107 | $834.2K | 0.38% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,107 | $834.0K | 0.13% | +11+0.5% | Added |
| Seven Mile Advisory | 2,106 | $833.8K | 0.88% | +157+8.1% | Added |
| Grant/GrossMendelsohn, LLC | 2,100 | $831.4K | 0.36% | 00.0% | Unchanged |
| Plancorp, LLC | 2,094 | $828.9K | 0.04% | +594+39.6% | Added |
| Strategic Investment Advisors | 2,090 | $827.5K | 0.14% | +163+8.5% | Added |
| OneAscent Financial Services LLC | 2,081 | $824.0K | 0.21% | +221+11.9% | Added |
| Canal Capital Management, LLC | 2,081 | $823.9K | 0.17% | −74−3.4% | Reduced |
| FRG Family Wealth Advisors LLC | 2,079 | $823.1K | 0.19% | +77+3.8% | Added |
| Legacy Trust | 2,062 | $816.4K | 0.24% | −3−0.1% | Reduced |
| Cahill Wealth Management, LLC | 2,061 | $816.0K | 0.63% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 2,057 | $814.4K | 0.48% | −50−2.4% | Reduced |
| Wealth Management Associates, Inc. | 2,056 | $813.8K | 0.48% | +10.0% | Added |
| Alpha Family Trust | 2,050 | $811.6K | 0.62% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 2,104 | $808.8K | 0.64% | +2,104 | New |
| Shufro Rose & Co LLC | 2,043 | $808.8K | 0.08% | −7−0.3% | Reduced |
| Tyler-Stone Wealth Management | 2,040 | $808.0K | 0.46% | +121+6.3% | Added |
| Sompo Asset Management Co., Ltd. | 2,040 | $807.7K | 0.18% | −890−30.4% | Reduced |
| Clark Capital Management Group, Inc. | 2,037 | $806.5K | 0.01% | +369+22.1% | Added |
| West Oak Capital, LLC | 2,035 | $806.0K | 0.40% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 2,035 | $805.8K | 0.08% | +507+33.2% | Added |
| Jones Financial Companies LLLP | 2,033 | $804.9K | 0.00% | +11+0.5% | Added |
| Baker Boyer National Bank | 2,033 | $804.9K | 0.33% | +1,040+104.7% | Added |
| Field & Main Bank | 2,032 | $804.5K | 0.38% | +116+6.1% | Added |
| Aprio Wealth Management, LLC | 2,017 | $798.6K | 0.22% | −54−2.6% | Reduced |
| Atwater Malick LLC | 2,010 | $795.8K | 0.35% | 00.0% | Unchanged |
| MidWestOne Financial Group, Inc. | 2,009 | $795.4K | 0.18% | 00.0% | Unchanged |
| Boltwood Capital Management | 2,008 | $795.0K | 0.29% | −62−3.0% | Reduced |
| Monument Capital Management | 2,004 | $793.6K | 0.27% | +146+7.9% | Added |
| Convergence Investment Partners, LLC | 2,003 | $793.0K | 0.47% | +49+2.5% | Added |
| Peoples Bank | 2,003 | $793.0K | 0.68% | +2,003 | New |
| Steel Peak Wealth Management LLC | 2,003 | $793.0K | 0.05% | −27−1.3% | Reduced |
| Van Strum & Towne Inc. | 2,000 | $791.8K | 0.33% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,008 | $790.8K | 0.26% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 2,055 | $790.7K | 0.26% | 00.0% | Unchanged |
| Advisory Resource Group | 1,997 | $790.6K | 0.21% | +76+4.0% | Added |
| Hemington Wealth Management | 1,988 | $787.0K | 0.37% | +450+29.3% | Added |
| BSW Wealth Partners | 1,977 | $783.2K | 0.17% | −80−3.9% | Reduced |
| PSI Advisors, LLC | 1,978 | $783.1K | 0.34% | −94−4.5% | Reduced |
| Van Den Berg Management I, Inc | 1,978 | $783.1K | 0.27% | −7−0.4% | Reduced |
| Byrne Asset Management LLC | 1,977 | $783.0K | 0.65% | +11+0.6% | Added |
| Rothschild Investment Corp | 1,978 | $783.0K | 0.07% | +275+16.1% | Added |