Skip to main content
Livermore
Livermore
ZHEN

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; 3,634 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.

Q4 2023 vs. Q3 2023

How the institutions holding Mastercard Inc changed between Q3 2023 and Q4 2023.

All holders in Q4 2023All holders in Q3 2023

13F holders of MA: Q3 2023 compared with Q4 2023
MeasureQ3 2023Of which not filed for Q4 2023Q4 2023Change
Holders2,822383,041+257
Shares714.3M1.05M715.1M+1.79M (+0.3%)
Value$283.0B$417.5M$305.0B+$22.4B (+7.9%)

38 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (354)

Institutions that held Mastercard Inc at the end of Q4 2023 but not at the end of Q3 2023.

Showing the largest 100 of 354 by value.

Institutions new to MA in Q4 2023
InstitutionSharesValue% of portfolio
Degroof Petercam Asset Management298,123$127.2M1.67%
Atreides Management, LP281,589$120.1M4.32%
Aware Super Pty Ltd as trustee of Aware Super173,194$98.9M1.36%
Mubadala Investment Co PJSC198,412$84.6M0.29%
Kodai Capital Management LP148,500$63.3M1.29%
Pathstone Holdings, LLC144,955$62.7M0.34%
Capitolis Liquid Global Markets LLC144,000$61.4M2.53%
Colony Group, LLC137,999$58.9M0.77%
Sanibel Captiva Trust Company, Inc.99,838$42.6M1.57%
Sapient Capital LLC97,162$41.4M1.07%
First Financial Bankshares Inc89,990$38.4M0.92%
J. Stern & Co. LLP82,545$37.1M6.75%
Border to Coast Pensions Partnership Ltd80,900$34.5M0.84%
Avanda Investment Management Pte. Ltd.74,812$31.9M3.11%
14B Captial Management LP69,000$29.4M17.78%
Oribel Capital Management, LP65,800$28.1M3.08%
Sora Investors LLC64,000$27.3M4.60%
Twin Tree Management, LP50,738$21.6M0.39%
Mesirow Financial Investment Management, Inc.47,907$20.4M0.75%
Delta Global Management LP43,272$18.5M2.83%
Harbour Trust & Investment Management Co41,183$17.6M2.48%
Palo DS Manager LLC40,706$17.4M15.08%
Tritonpoint Wealth, LLC33,110$14.1M1.38%
Generate Investment Management Ltd29,961$12.8M1.10%
Whitford Management LLC29,558$12.6M4.95%
L1 Capital International Pty Ltd28,707$12.2M6.42%
Mirabaud Asset Management Ltd27,411$11.7M5.01%
Groupama Asset Managment26,986$11.5M0.30%
Kemnay Advisory Services Inc.25,854$11.0M2.68%
HighPoint Advisor Group LLC22,163$10.6M0.76%
Principal Securities, Inc.23,720$10.1M0.38%
Napean Trading & Investment Co (Singapore) PTE Ltd19,837$8.46M2.29%
Kingdon Capital Management, L.L.C.17,500$7.46M1.42%
Infusive Asset Management Inc.17,464$7.45M3.38%
Boothbay Fund Management, LLC15,799$6.74M0.25%
Portfolio Design Labs, LLC15,714$6.70M2.54%
GLOBALT Investments LLC15,069$6.43M0.27%
BlueDrive Global Investors LLP12,859$5.48M9.61%
KP Management LLC12,500$5.33M2.64%
Fullerton Fund Management Co Ltd.11,549$4.93M0.29%
Vista Investment Partners LLC11,491$4.90M1.80%
Focus Financial Network Inc11,477$4.90M0.18%
FJ Investments, LLC11,093$4.73M0.22%
Charles-Lim Capital Ltd10,643$4.54M1.30%
Icon Wealth Advisors, LLC10,385$4.43M0.46%
ROI Financial Advisors, LLC10,167$4.34M3.59%
Concurrent Investment Advisors, LLC9,916$4.23M0.20%
Reliant Investment Management, LLC9,870$4.21M2.14%
Cullen Investment Group, Ltd.9,687$4.13M0.72%
Seven Eight Capital, LP9,615$4.10M0.47%
Virtu Financial LLC9,377$4.00M0.32%
Bey-Douglas LLC9,089$3.88M3.98%
Mirabaud & Cie SA9,040$3.86M1.29%
Processus Wealth & Capital Management, LLC8,893$3.79M3.79%
Grafton Street Partners Fund, LP7,752$3.31M3.35%
Vivid Wealth Management, LLC7,751$3.31M2.25%
AlTi Global, Inc.7,633$3.26M0.10%
Tyche Wealth Partners LLC7,149$3.05M0.73%
Capital Investment Counsel, LLC7,059$3.01M1.14%
Napa Wealth Management6,334$2.70M1.47%
K.J. Harrison & Partners Inc6,328$2.70M0.46%
Accent Capital Management, LLC6,311$2.69M2.12%
Turtle Creek Wealth Advisors, LLC6,216$2.65M0.78%
Trust Point Inc.6,059$2.58M0.21%
Point72 Middle East FZE6,058$2.58M0.18%
Rockline Wealth Management, LLC6,008$2.56M1.06%
Lighthouse Investment Partners, LLC5,999$2.56M0.19%
J. Goldman & Co LP5,905$2.52M0.14%
Boomfish Wealth Group, LLC5,846$2.49M1.80%
MeadowBrook Investment Advisors LLC5,745$2.45M2.34%
Skopos Labs, Inc.5,724$2.44M1.16%
Gold Investment Management Ltd.5,642$2.41M1.03%
Atlantic Edge Private Wealth Management, LLC5,588$2.38M0.97%
SFM, LLC5,454$2.33M1.92%
Arete Wealth Advisors, LLC5,387$2.30M0.18%
JPL Wealth Management, LLC5,342$2.28M1.64%
GAMMA Investing LLC5,009$2.25M0.61%
Unique Wealth Strategies, LLC5,140$2.19M1.46%
Maia Wealth LLC5,034$2.15M0.87%
Northwest Bank & Trust Co5,028$2.14M1.93%
PKO Investment Management Joint-Stock Co5,000$2.13M0.27%
Leo Wealth, LLC4,811$2.12M0.22%
Quotient Wealth Partners, LLC4,925$2.10M0.08%
Able Wealth Management LLC4,680$2.00M1.81%
Premier Path Wealth Partners, LLC4,660$1.99M0.44%
Evernest Financial Advisors, LLC4,613$1.97M1.00%
OV Management LLC4,554$1.94M1.60%
Cornercap Investment Counsel Inc4,478$1.91M0.31%
Catalytic Wealth RIA, LLC4,478$1.91M0.86%
Mirabella Financial Services LLP4,420$1.89M0.27%
Point72 Hong Kong Ltd4,182$1.78M0.11%
Paragon Advisors, LLC4,078$1.74M0.74%
Caxton Associates LP4,048$1.73M0.09%
Everpar Advisors LLC4,047$1.73M0.80%
Lantern Wealth Advisors, LLC3,934$1.68M1.32%
NRI Wealth Management LC3,861$1.65M1.64%
Strategic Planning Group, LLC3,829$1.63M0.54%
Canopy Partners, LLC3,791$1.62M0.99%
Promethos Capital, LLC3,748$1.60M1.16%
Williamson Legacy Group, LLC3,684$1.57M1.46%

Sold out (97)

Institutions that held Mastercard Inc at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of MA in Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
Echo Street Capital Management LLC593,415$234.9M
Select Equity Group, L.P.162,275$64.2M
Junto Capital Management LP111,878$44.3M
Kiwi Wealth Investments Limited Partnership99,961$39.6M
Senator Investment Group LP85,000$33.7M
Natixis45,865$18.2M
Capital Fund Management S.A.34,221$13.5M
Evoke Wealth, LLC31,380$12.4M
Clough Capital Partners L P22,435$8.88M
Consolidated Press International Holdings Ltd20,639$8.17M
Sandler Capital Management16,748$6.63M
ExodusPoint Capital Management, LP14,767$5.85M
Tiff Advisory Services Inc12,658$5.01M
Fund Management at Engine No. 1 LLC11,900$4.71M
Segall Bryant & Hamill, LLC10,085$3.99M
Cohen Lawrence B9,705$3.84M
Alphadyne Asset Management LP8,087$3.20M
Lloyd Advisory Services, LLC.7,952$3.15M
Connolly Sarah T.7,540$2.99M
Team Hewins, LLC7,337$2.90M
BIT Capital GmbH7,161$2.84M
L & S Advisors Inc6,215$2.46M
Caas Capital Management LP6,200$2.45M
Weiss Multi-Strategy Advisers LLC5,995$2.37M
Greenup Street Wealth Management LLC4,867$1.93M
Winton Group Ltd4,732$1.87M
One River Asset Management, LLC4,688$1.86M
Vetamer Capital Management, L.P.4,500$1.78M
Genus Capital Management Inc.4,204$1.66M
Bellwether Advisors, LLC3,971$1.57M
Lavaca Capital LLC3,654$1.45M
Teza Capital Management LLC3,459$1.37M
Axq Capital, LP3,400$1.35M
Insight Holdings Group, LLC2,900$1.15M
Sciencast Management LP2,219$878.5K
Brand Asset Management Group, Inc.2,108$834.6K
Occudo Quantitative Strategies LP1,925$762.1K
Toews Corp1,900$752.2K
Wolverine Asset Management LLC1,780$704.7K
Readystate Asset Management LP1,570$621.6K
Fox Run Management, L.L.C.1,449$573.7K
Advisory Research Inc1,421$562.6K
BluePath Capital Management, LLC1,419$561.8K
Crabel Capital Management, LLC1,396$553.0K
Bridgefront Capital, LLC1,247$493.7K
Algert Global LLC1,194$472.7K
Capula Management Ltd1,080$427.6K
Advanced Portfolio Management, LLC1,043$412.9K
Par Capital Management Inc1,000$395.9K
Ascension Capital Advisors, Inc.1,000$395.9K
Covenant Partners, LLC997$394.7K
Cable Hill Partners, LLC951$376.5K
Global Assets Advisory, LLC919$363.8K
Rock Creek Group, LP846$334.9K
WESPAC Advisors SoCal, LLC827$327.4K
Trellis Advisors, LLC826$327.0K
Deuterium Capital Management, LLC801$317.1K
Capricorn Fund Managers Ltd773$306.0K
Waratah Capital Advisors Ltd.766$303.3K
Prelude Capital Management, LLC693$274.4K
Matrix Private Capital Group LLC668$264.5K
Lazard Freres Gestion S.A.S.660$263.0K
Gallacher Capital Management LLC645$255.5K
Wayfinding Financial, LLC634$250.0K
Eagle Rock Investment Company, LLC618$244.5K
Meredith Wealth Planning616$243.9K
Tandem Capital Management Corp584$231.2K
Rollins Financial578$228.9K
Centiva Capital, LP566$224.1K
GenTrust, LLC564$223.1K
Keebeck Alpha, LP553$218.9K
Gateway Wealth Partners, LLC551$218.1K
Gateway Advisory, LLC539$213.4K
Traynor Capital Management, Inc.533$211.0K
KLR Investment Advisors, LLC579$210.4K
Kingdom Financial Group LLC.530$209.8K
Northstar Advisory Group, LLC522$206.7K
Options Solutions, LLC519$205.5K
RVW Wealth, LLC439$173.8K
Earnest Partners LLC413$163.5K
IMA Wealth, Inc.336$133.0K
Carmel Capital Partners, LLC292$115.6K
Milestone Investment Advisors LLC162$64.1K
Ruedi Wealth Management, Inc.117$46.3K
Thomas J. Herzfeld Advisors, Inc.99$39.2K
Granite FO LLC76$30.1K
Bollard Group LLC75$30.0K
Hibernia Wealth Partners, LLC68$26.9K
Rational Advisors LLC68$26.7K
Flaharty Asset Management, LLC56$22.2K
Authentikos Wealth Advisory, LLC30$11.9K
Macroview Investment Management LLC17$6.73K
NewSquare Capital LLC9$3.56K
Perritt Capital Management Inc7$2.77K
DecisionPoint Financial, LLC6$2.38K
Register Financial Advisors LLC4$1.58K
LGT Financial Advisors LLC1$396

Not filed for Q4 2023 yet (38)

Institutions that held Mastercard Inc at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding MA in Q3 2023 that haven't filed for Q4 2023
InstitutionShares, Q3 2023Value, Q3 2023
First Republic Investment Management, Inc.400,415$158.5M
Colony Group LLC138,770$54.9M
Virginia Retirement Systems Et Al118,862$47.1M
Pathstone Family Office, LLC92,436$37.4M
Bryn Mawr Trust Co61,080$24.2M
Advisor Partners II, LLC49,025$19.4M
Wealth Advisors, Inc.33,410$13.2M
Comerica Securities,inc.24,461$9.68M
Cyrus J. Lawrence, LLC24,050$9.52M
BTC Capital Management, Inc.23,816$9.43M
Madison Wealth Management18,339$7.26M
Icon Wealth Partners, LLC11,333$4.49M
Kenfarb & Co.7,361$2.91M
Tiedemann Advisors, LLC7,084$2.80M
Ropes Wealth Advisors LLC6,521$2.58M
V Wealth Advisors LLC4,257$1.69M
Focus Financial Network, Inc.4,080$1.62M
Amica Retiree Medical Trust3,982$1.58M
KB Financial Partners, LLC3,340$1.32M
Community Financial Services Group, LLC3,007$1.19M
Rothschild Investment Corp1,978$783.0K
Newport Capital Group, LLC1,923$761.3K
Bishop Rock Capital, L.P.1,573$622.8K
Old North State Trust, LLC1,413$559.0K
Mark Stevens1,341$530.9K
Milestone Advisory Partners1,260$498.8K
Bedel Financial Consulting Inc1,024$405.2K
Triad Financial Advisors, Inc.801$317.1K
Golden Green, Inc.796$315.1K
Sutton Wealth Advisors Inc.773$306.0K
WFA of San Diego, LLC662$262.1K
Steward Financial Group LLC643$254.0K
Polaris Wealth Advisory Group, LLC625$247.5K
PRW Wealth Management LLC605$225.3K
Payden & Rygel Investment Group560$222.0K
Virginia National Bank524$207.5K
Column Capital Advisors, LLC336$133.2K
Foster Dykema Cabot & Co Inc30$12.0K