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 10 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
- 2,822
- +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 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $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 |
|---|---|---|---|---|---|
| Auxano Advisors, LLC | 983 | $389.2K | 0.16% | −94−8.7% | Reduced |
| Gemmer Asset Management LLC | 979 | $387.6K | 0.05% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 979 | $387.5K | 0.03% | +91+10.2% | Added |
| Hudock, Inc. | 976 | $386.8K | 0.09% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 975 | $386.0K | 0.04% | 00.0% | Unchanged |
| X-Square Capital, LLC | 980 | $385.0K | 0.26% | 00.0% | Unchanged |
| Cohen & Steers, Inc. | 971 | $384.0K | 0.00% | −2−0.2% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 968 | $383.3K | 0.53% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 967 | $382.8K | 0.10% | −22−2.2% | Reduced |
| Hyperion Partners, LLC | 962 | $380.9K | 0.33% | −25−2.5% | Reduced |
| LVM Capital Management Ltd | 961 | $380.0K | 0.05% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 958 | $379.3K | 0.27% | −18−1.8% | Reduced |
| Somerset Trust Co | 958 | $379.3K | 0.17% | +6+0.6% | Added |
| Breakwater Capital Group | 1,002 | $378.6K | 0.13% | +49+5.1% | Added |
| Cable Hill Partners, LLC | 951 | $376.5K | 0.05% | +27+2.9% | Added |
| Keudell/Morrison Wealth Management | 950 | $376.1K | 0.11% | −63−6.2% | Reduced |
| Townsend Asset Management Corp | 950 | $376.0K | 0.19% | +1+0.1% | Added |
| Invst, LLC | 947 | $374.9K | 0.05% | +20+2.2% | Added |
| United Bank | 944 | $373.7K | 0.05% | +27+2.9% | Added |
| Orgel Wealth Management, LLC | 943 | $373.3K | 0.01% | +142+17.7% | Added |
| Fortress Wealth Group, LLC | 951 | $372.0K | 0.25% | +211+28.5% | Added |
| Verum Partners LLC | 938 | $371.3K | 0.17% | +938 | New |
| Brady Family Wealth, LLC | 925 | $366.2K | 0.14% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 919 | $363.8K | 0.32% | +49+5.6% | Added |
| Source Financial Advisors LLC | 919 | $363.7K | 0.12% | +8+0.9% | Added |
| Kure Advisory, LLC | 915 | $362.3K | 0.21% | +915 | New |
| Caldwell Sutter Capital, Inc. | 912 | $361.1K | 0.20% | 00.0% | Unchanged |
| Altus Wealth Group LLC | 907 | $359.1K | 0.23% | −109−10.7% | Reduced |
| Strategy Asset Managers LLC | 907 | $359.1K | 0.09% | +150+19.8% | Added |
| Alera Investment Advisors, LLC | 904 | $357.9K | 0.06% | −15−1.6% | Reduced |
| Westover Capital Advisors, LLC | 904 | $357.9K | 0.13% | −33−3.5% | Reduced |
| Baldwin Brothers Inc | 903 | $357.5K | 0.03% | −816−47.5% | Reduced |
| Mairs & Power Inc | 901 | $356.7K | 0.00% | −10−1.1% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 900 | $356.3K | 0.27% | 00.0% | Unchanged |
| Constitution Capital LLC | 900 | $356.3K | 0.24% | 00.0% | Unchanged |
| Lipe & Dalton | 900 | $356.0K | 0.21% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 897 | $355.1K | 0.14% | +50+5.9% | Added |
| Opal Wealth Advisors, LLC | 892 | $353.2K | 0.21% | −67−7.0% | Reduced |
| Fiduciary Alliance LLC | 890 | $352.4K | 0.08% | +77+9.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 890 | $352.3K | 0.28% | +47+5.6% | Added |
| Horan Capital Advisors, LLC. | 884 | $350.0K | 0.14% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 869 | $344.2K | 0.12% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 869 | $344.0K | 0.17% | −21−2.4% | Reduced |
| Range Financial Group LLC | 868 | $343.6K | 0.23% | −13−1.5% | Reduced |
| Parthenon LLC | 868 | $343.6K | 0.05% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 867 | $343.5K | 0.47% | +32+3.8% | Added |
| Hamel Associates, Inc. | 865 | $342.5K | 0.13% | +50+6.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 864 | $342.1K | 0.02% | +864 | New |
| Lakeside Advisors, INC. | 860 | $340.5K | 0.26% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 860 | $340.5K | 0.06% | 00.0% | Unchanged |
| Norris Perne & French LLP | 858 | $339.6K | 0.03% | +315+58.0% | Added |
| Liberty Wealth Management LLC | 857 | $339.0K | 0.08% | −4−0.5% | Reduced |
| Stonebridge Capital Advisors LLC | 856 | $338.9K | 0.04% | 00.0% | Unchanged |
| Woodstock Corp | 853 | $337.7K | 0.04% | 00.0% | Unchanged |
| Financial Insights, Inc. | 897 | $337.6K | 0.12% | −11−1.2% | Reduced |
| Waters Parkerson & Co., LLC | 850 | $337.0K | 0.02% | −92−9.8% | Reduced |
| Intrinsic Value Partners, LLC | 851 | $336.9K | 0.43% | −19−2.2% | Reduced |
| Insight Advisors, LLC | 850 | $336.5K | 0.08% | −50−5.6% | Reduced |
| NWF Advisory Services Inc. | 849 | $336.1K | 0.08% | −168−16.5% | Reduced |
| Montis Financial, LLC | 847 | $335.3K | 0.22% | +18+2.2% | Added |
| Rock Creek Group, LP | 846 | $334.9K | 0.04% | −378−30.9% | Reduced |
| Outlook Wealth Advisors, LLC | 844 | $334.2K | 0.13% | +137+19.4% | Added |
| Albion Financial Group | 844 | $334.1K | 0.03% | −300−26.2% | Reduced |
| F/M Investments LLC | 843 | $333.8K | 0.25% | +29+3.6% | Added |
| Hexagon Capital Partners LLC | 842 | $333.4K | 0.09% | −15−1.8% | Reduced |
| Chemung Canal Trust Co | 841 | $333.0K | 0.08% | +52+6.6% | Added |
| Cypress Wealth Services, LLC | 840 | $332.7K | 0.09% | −11−1.3% | Reduced |
| Kathleen S. Wright Associates Inc. | 846 | $331.3K | 0.19% | +800+1,739.1% | Added |
| Oldfather Financial Services, LLC | 832 | $329.4K | 0.17% | −5−0.6% | Reduced |
| DT Investment Partners, LLC | 831 | $329.0K | 0.04% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 831 | $329.0K | 0.88% | +24+3.0% | Added |
| WESPAC Advisors SoCal, LLC | 827 | $327.4K | 0.11% | +827 | New |
| Trellis Advisors, LLC | 826 | $327.0K | 0.15% | +2+0.2% | Added |
| Oberweis Asset Management Inc | 825 | $326.7K | 0.03% | −120−12.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 824 | $326.2K | 0.01% | +49+6.3% | Added |
| Woodward Diversified Capital, LLC | 823 | $325.8K | 0.23% | 00.0% | Unchanged |
| Financial Council Asset Management Inc | 822 | $325.4K | 0.26% | 00.0% | Unchanged |
| Tamar Securities, LLC | 818 | $323.9K | 0.08% | +8+1.0% | Added |
| Power Corp of Canada | 817 | $323.5K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 815 | $322.7K | 0.01% | +15+1.9% | Added |
| Endowment Wealth Management, Inc. | 814 | $322.3K | 0.29% | −92−10.2% | Reduced |
| Goodman Advisory Group, LLC | 810 | $320.7K | 0.12% | 00.0% | Unchanged |
| Sigma Investment Counselors Inc | 808 | $319.9K | 0.02% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 806 | $319.1K | 0.02% | 00.0% | Unchanged |
| Janney Capital Management LLC | 803 | $318.0K | 0.02% | +55+7.4% | Added |
| Gallagher Fiduciary Advisors, LLC | 802 | $317.5K | 0.03% | −732−47.7% | Reduced |
| Capstone Financial Advisors, Inc. | 802 | $317.3K | 0.03% | −62−7.2% | Reduced |
| Gratus Capital LLC | 801 | $317.3K | 0.02% | +801 | New |
| Triad Financial Advisors, Inc. | 801 | $317.1K | 0.11% | +1+0.1% | Added |
| Independence Bank of Kentucky | 801 | $317.1K | 0.13% | +270+50.8% | Added |
| Deuterium Capital Management, LLC | 801 | $317.1K | 0.76% | −988−55.2% | Reduced |
| Armstrong, Fleming & Moore, Inc | 800 | $316.8K | 0.31% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 800 | $316.7K | 0.12% | +200+33.3% | Added |
| Golden Green, Inc. | 796 | $315.1K | 0.33% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 796 | $315.1K | 0.09% | +22+2.8% | Added |
| Running Point Capital Advisors, LLC | 795 | $314.7K | 0.18% | +2+0.3% | Added |
| Colonial Trust Co | 790 | $312.8K | 0.08% | +35+4.6% | Added |
| Sustainable Insight Capital Management, LLC | 790 | $312.8K | 0.31% | 00.0% | Unchanged |
| Verity Asset Management, Inc. | 787 | $311.6K | 0.23% | 00.0% | Unchanged |
| ASB Consultores, LLC | 786 | $311.2K | 0.12% | +23+3.0% | Added |