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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 13 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, Q4 2023

Institutional positions in Mastercard Inc as of Dec 31, 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
3,042
+257 vs. Q3 2023
Shares held
715.1M
+1.79M (+0.3%) vs. Q3 2023
Total value
$305.0B
+$22.4B (+7.9%) vs. Q3 2023
New holders
354
1,077 more added
Sold out
97
1,196 more reduced

38 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2023: 3,042 institutions
Q1 2021: 2,484 institutionsQ2 2021: 2,494 institutionsQ3 2021: 2,455 institutionsQ4 2021: 2,646 institutionsQ1 2022: 2,624 institutionsQ2 2022: 2,595 institutionsQ3 2022: 2,556 institutionsQ4 2022: 2,715 institutionsQ1 2023: 2,738 institutionsQ2 2023: 2,788 institutionsQ3 2023: 2,823 institutionsQ4 2023: 3,042 institutionsQ1 2024: 3,123 institutionsQ2 2024: 3,123 institutionsQ3 2024: 3,147 institutionsQ4 2024: 3,450 institutionsQ1 2025: 3,492 institutionsQ2 2025: 3,537 institutionsQ3 2025: 3,512 institutionsQ4 2025: 3,742 institutionsQ1 2026: 3,634 institutionsQ2 2026: 3,633 institutions
Value heldQ4 2023: $305.0B
Q1 2021: $265.3BQ2 2021: $270.2BQ3 2021: $255.2BQ4 2021: $264.8BQ1 2022: $262.5BQ2 2022: $231.2BQ3 2022: $207.8BQ4 2022: $253.3BQ1 2023: $263.3BQ2 2023: $282.6BQ3 2023: $283.0BQ4 2023: $305.0BQ1 2024: $343.5BQ2 2024: $314.8BQ3 2024: $351.6BQ4 2024: $422.8BQ1 2025: $438.3BQ2 2025: $448.2BQ3 2025: $445.2BQ4 2025: $450.8BQ1 2026: $383.8BQ2 2026: $396.2B
Institutions holding MA and their total value by quarter
QuarterHoldersValue
Q2 20263,633$396.2B
Q1 20263,634$383.8B
Q4 20253,742$450.8B
Q3 20253,512$445.2B
Q2 20253,537$448.2B
Q1 20253,492$438.3B
Q4 20243,450$422.8B
Q3 20243,147$351.6B
Q2 20243,123$314.8B
Q1 20243,123$343.5B
Q4 20233,042$305.0B
Q3 20232,823$283.0B
Q2 20232,788$282.6B
Q1 20232,738$263.3B
Q4 20222,715$253.3B
Q3 20222,556$207.8B
Q2 20222,595$231.2B
Q1 20222,624$262.5B
Q4 20212,646$264.8B
Q3 20212,455$255.2B
Q2 20212,494$270.2B
Q1 20212,484$265.3B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q3 2023.

Institutions holding MA in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
PEAK6 Investments LLC1$6260.00%−2−66.7%Reduced
Foster Dykema Cabot & Partners, LLC2$8530.00%+2New
Delos Wealth Advisors, LLC2$8540.00%00.0%Unchanged
Horrell Capital Management, Inc.2$1.00K0.00%+2New
Lummis Asset Management, LP4$1.71K0.00%+4New
Mowery & Schoenfeld Wealth Management, LLC5$2.13K0.00%+5New
Level Financial Advisors, Inc.5$2.14K0.00%00.0%Unchanged
Tucker Asset Management LLC6$2.56K0.00%00.0%Unchanged
Tradewinds Capital Management, LLC6$2.56K0.00%00.0%Unchanged
MUFG Securities EMEA plc7$2.99K0.00%00.0%Unchanged
TD Capital Management LLC7$2.99K0.00%+7New
Partnership Wealth Management, LLC7$3.15K0.00%+7New
Cherry Tree Wealth Management, LLC8$3.41K0.00%00.0%Unchanged
Tidemark, LLC9$3.84K0.00%+9New
Westside Investment Management, Inc.11$4.69K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC11$4.69K0.00%+11New
Creekmur Asset Management LLC11$4.69K0.00%+11New
Ibex Wealth Advisors13$5.33K1.16%−17,245−99.9%Reduced
Perkins Coie Trust Co13$5.54K0.00%−11−45.8%Reduced
Keener Financial Planning LLC16$7.00K0.01%+16New
Truvestments Capital LLC18$7.68K0.00%−13−41.9%Reduced
Longfellow Investment Management Co LLC18$7.68K0.00%00.0%Unchanged
Northwest Financial Advisors18$7.68K0.01%+18New
Game Plan Financial Advisors, LLC20$8.53K0.00%+20New
JDM Financial Group LLC20$8.62K0.01%00.0%Unchanged
Financial Avengers, Inc.20$8.68K0.01%00.0%Unchanged
Islay Capital Management, LLC21$8.96K0.01%−1,798−98.8%Reduced
Morgan Dempsey Capital Management LLC21$8.96K0.00%00.0%Unchanged
Cutler Group LP23$9.00K0.00%−3,299−99.3%Reduced
Sit Investment Associates Inc22$9.00K0.00%00.0%Unchanged
Abich Financial Wealth Management LLC21$9.16K0.01%+21New
PayPay Securities Corp21$9.29K0.46%+5+31.3%Added
Signature Resources Capital Management, LLC23$9.81K0.01%+23New
CarsonAllaria Wealth Management, Ltd.23$10.1K0.01%00.0%Unchanged
Atlas Capital Advisors LLC25$10.7K0.00%00.0%Unchanged
TCTC Holdings, LLC25$10.7K0.00%00.0%Unchanged
Hoese & Co LLP26$10.8K0.01%00.0%Unchanged
Live Oak Investment Partners–$11.1K0.01%––
Sanctuary Wealth Management, L.L.C.28$11.9K0.01%00.0%Unchanged
Highline Wealth Partners LLC28$11.9K0.01%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$11.9K0.00%00.0%Unchanged
Clear Investment Research, LLC29$12.4K0.02%+29New
Tanglewood Legacy Advisors, LLC31$13.1K0.01%00.0%Unchanged
Chesapeake Asset Management LLC31$13.2K0.01%00.0%Unchanged
Valued Wealth Advisors LLC35$13.9K0.01%+35New
Tfo-TDC, LLC33$14.1K0.00%−121−78.6%Reduced
Fairman Group, LLC33$14.1K0.01%+33New
Studio Investment Management LLC35$14.9K0.00%00.0%Unchanged
Old Point Trust & Financial Services N A35$14.9K0.01%+35New
CGC Financial Services, LLC35$14.9K0.01%+35New
BKM Wealth Management, LLC36$15.4K0.01%+36New
Robbins Farley LLC36$15.4K0.01%00.0%Unchanged
Laffer Tengler Investments37$15.8K0.00%+37New
TSFG, LLC38$16.0K0.01%00.0%Unchanged
Naples Money Management LLC41$17.5K0.02%+41New
Rakuten Securities, Inc.41$17.5K0.01%+41New
Kiely Wealth Advisory Group, Inc.40$17.5K0.01%+40New
Country Trust Bank44$18.8K0.00%00.0%Unchanged
Princeton Global Asset Management LLC44$18.8K0.00%00.0%Unchanged
4Thought Financial Group Inc.49$20.9K0.02%+49New
American State Bank (Iowa)49$20.9K0.01%+49New
Essex Investment Management Co LLC50$21.3K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC50$21.3K0.01%00.0%Unchanged
Hoey Investments, Inc50$21.3K0.01%00.0%Unchanged
Raelipskie Partnership50$21.3K0.01%+50New
Stephens Consulting, LLC51$21.8K0.01%00.0%Unchanged
Aspire Private Capital, LLC52$22.2K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.53$22.6K0.01%00.0%Unchanged
Tacita Capital Inc53$22.6K0.02%+53New
FSA Wealth Management LLC54$23.0K0.01%+54New
Voisard Asset Management Group, Inc.55$23.5K0.01%+55New
Financial Freedom, LLC58$24.7K0.02%00.0%Unchanged
WealthCollab, LLC60$25.6K0.02%+60New
VitalStone Financial, LLC60$26.0K0.02%+45+300.0%Added
Capstone Investment Advisors, LLC61$26.0K0.00%−17,727−99.7%Reduced
Provenance Wealth Advisors, LLC61$26.0K0.00%+61New
Altshuler Shaham Ltd62$26.4K0.00%+62New
WFA Asset Management Corp63$26.7K0.01%00.0%Unchanged
Kozak & Associates, Inc.64$27.3K0.01%00.0%Unchanged
LFA - Lugano Financial Advisors SA64$27.3K0.02%+64New
Rogco, LP65$27.7K0.01%−5−7.1%Reduced
Grayhawk Investment Strategies Inc.65$27.7K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC66$28.0K0.02%+1+1.5%Added
Scarborough Advisors, LLC66$28.2K0.01%+66New
Financial Synergies Wealth Advisors, Inc.82$28.3K0.00%+3+3.8%Added
Quarry LP69$29.4K0.01%−70−50.4%Reduced
Front Row Advisors LLC71$30.3K0.01%−58−45.0%Reduced
Beaird Harris Wealth Management, LLC71$30.3K0.00%+71New
AlphaMark Advisors, LLC73$31.0K0.01%00.0%Unchanged
Riggs Asset Managment Co. Inc.73$31.1K0.01%00.0%Unchanged
First Personal Financial Services78$33.3K0.01%00.0%Unchanged
Criterion Capital Advisors, LLC78$33.3K0.02%+78New
West Tower Group, LLC79$33.7K0.07%−110−58.2%Reduced
Delta Asset Management LLC80$34.1K0.00%+4+5.3%Added
Creative Capital Management Investments LLC82$35.0K0.02%00.0%Unchanged
Ulland Investment Advisors, LLC82$35.0K0.04%00.0%Unchanged
Focused Wealth Management, Inc83$35.3K0.01%00.0%Unchanged
Impact Partnership Wealth, LLC83$35.4K0.01%−113−57.7%Reduced
Aspect Partners, LLC83$35.4K0.02%+83New
RFP Financial Group LLC87$37.1K0.02%−25−22.3%Reduced