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.
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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, Q4 2023
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Partners Capital Investment Group, LLP | 2,534 | $1.08M | 0.02% | −2,872−53.1% | Reduced |
| Delta Investment Management, LLC | 2,546 | $1.09M | 0.27% | −298−10.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,553 | $1.09M | 0.04% | +106+4.3% | Added |
| Steward Partners Investment Solutions, LLC | 2,556 | $1.09M | 0.45% | +2,556 | New |
| Sompo Asset Management Co., Ltd. | 2,560 | $1.09M | 0.20% | +520+25.5% | Added |
| Winthrop Advisory Group LLC | 2,564 | $1.09M | 0.17% | +174+7.3% | Added |
| Avantax Planning Partners, Inc. | 2,566 | $1.09M | 0.04% | +290+12.7% | Added |
| Accretive Wealth Partners, LLC | 2,580 | $1.10M | 0.53% | −30−1.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 2,589 | $1.10M | 0.33% | +95+3.8% | Added |
| Pine Valley Investments Ltd Liability Co | 2,589 | $1.10M | 0.09% | −502−16.2% | Reduced |
| Nilsine Partners, LLC | 2,589 | $1.10M | 0.17% | −653−20.1% | Reduced |
| Fielder Capital Group LLC | 2,592 | $1.11M | 0.67% | +2,592 | New |
| Ethos Financial Group, LLC | 2,602 | $1.11M | 0.24% | +640+32.6% | Added |
| Biltmore Family Office, LLC | 2,607 | $1.11M | 0.23% | +85+3.4% | Added |
| Richardson Financial Services Inc. | 2,611 | $1.11M | 0.98% | +2,611 | New |
| FCG Investment Co | 2,617 | $1.12M | 1.09% | +2,617 | New |
| Commonwealth Retirement Investments LLC | 2,625 | $1.12M | 0.59% | +2,625 | New |
| Pointe Capital Management LLC | 2,626 | $1.12M | 0.78% | +180+7.4% | Added |
| KC Investment Advisors, LLC | 2,627 | $1.12M | 0.67% | −213−7.5% | Reduced |
| Smartleaf Asset Management LLC | 2,679 | $1.12M | 0.30% | +2,679 | New |
| Capital Advisors, Ltd. LLC | 2,640 | $1.13M | 0.16% | +49+1.9% | Added |
| McCarthy Asset Management, Inc. | 2,647 | $1.13M | 0.72% | 00.0% | Unchanged |
| Professional Financial Advisors, LLC | 2,649 | $1.13M | 0.37% | +177+7.2% | Added |
| FORA Capital, LLC | 2,651 | $1.13M | 0.10% | +2,651 | New |
| Prentice Wealth Management LLC | 2,659 | $1.13M | 0.44% | −13−0.5% | Reduced |
| Zions Bancorporation, N.A. | 2,660 | $1.13M | 0.08% | −10.0% | Reduced |
| Catalyst Financial Partners LLC | 2,661 | $1.13M | 0.32% | +40+1.5% | Added |
| SeaCrest Wealth Management, LLC | 2,713 | $1.14M | 0.14% | −45−1.6% | Reduced |
| Rice Partnership, LLC | 2,675 | $1.14M | 0.30% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 2,681 | $1.14M | 0.62% | +3+0.1% | Added |
| Stiles Financial Services Inc | 2,679 | $1.14M | 0.52% | −48−1.8% | Reduced |
| First Affirmative Financial Network | 2,687 | $1.15M | 0.92% | +316+13.3% | Added |
| Oakworth Capital, Inc. | 2,689 | $1.15M | 0.09% | +167+6.6% | Added |
| Scissortail Wealth Management, LLC | 2,604 | $1.15M | 0.36% | +500+23.8% | Added |
| Brown Miller Wealth Management, LLC | 2,693 | $1.15M | 0.57% | −165−5.8% | Reduced |
| RDA Financial Network | 2,695 | $1.15M | 0.44% | +75+2.9% | Added |
| Golden State Equity Partners | 2,702 | $1.15M | 0.28% | +182+7.2% | Added |
| L2 Asset Management, LLC | 2,704 | $1.15M | 0.47% | +2,660+6,045.5% | Added |
| Maven Securities LTD | 2,706 | $1.15M | 0.13% | +232+9.4% | Added |
| Semus Wealth Partners LLC | 2,708 | $1.15M | 0.95% | +144+5.6% | Added |
| Ronald Blue Trust, Inc. | 2,918 | $1.16M | 0.02% | −1,544−34.6% | Reduced |
| Headlands Technologies LLC | 2,713 | $1.16M | 0.35% | +2,713 | New |
| Retirement Guys Formula LLC | 2,718 | $1.16M | 0.62% | +266+10.8% | Added |
| KRS Capital Management, LLC | 2,724 | $1.16M | 1.08% | +110+4.2% | Added |
| Drive Wealth Management, LLC | 2,735 | $1.17M | 0.38% | −76−2.7% | Reduced |
| Virtue Capital Management, LLC | 2,790 | $1.17M | 0.24% | −417−13.0% | Reduced |
| 3Chopt Investment Partners, LLC | 2,738 | $1.17M | 0.43% | +2,738 | New |
| Harbour Investments, Inc. | 2,746 | $1.17M | 0.05% | +1,069+63.7% | Added |
| Pacifica Partners Inc. | 2,865 | $1.17M | 0.58% | −175−5.8% | Reduced |
| Journey Strategic Wealth LLC | 2,750 | $1.17M | 0.06% | +462+20.2% | Added |
| Plancorp, LLC | 2,758 | $1.18M | 0.06% | +664+31.7% | Added |
| Cim Investment Mangement Inc | 2,763 | $1.18M | 0.38% | 00.0% | Unchanged |
| Hamilton Capital, LLC | 2,764 | $1.18M | 0.09% | +57+2.1% | Added |
| Legacy Capital Wealth Partners, LLC | 2,767 | $1.18M | 0.33% | −273−9.0% | Reduced |
| Veracity Capital LLC | 2,782 | $1.19M | 0.48% | +20+0.7% | Added |
| Valmark Advisers, Inc. | 2,783 | $1.19M | 0.02% | +1,534+122.8% | Added |
| Darden Wealth Group Inc | 2,789 | $1.19M | 1.14% | +2,789 | New |
| Affinity Capital Advisors, LLC | 2,802 | $1.20M | 0.29% | −113−3.9% | Reduced |
| Forbes J M & Co LLP | 2,816 | $1.20M | 0.14% | +57+2.1% | Added |
| Red Wave Investments LLC | 2,818 | $1.20M | 0.47% | −10.0% | Reduced |
| Colonial Trust Advisors | 2,822 | $1.20M | 0.13% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,826 | $1.21M | 0.47% | +292+11.5% | Added |
| Laidlaw Wealth Management LLC | 2,830 | $1.21M | 0.44% | −136−4.6% | Reduced |
| Culbertson A N & Co Inc | 2,830 | $1.21M | 0.22% | 00.0% | Unchanged |
| Hara Capital LLC | 2,834 | $1.21M | 0.85% | +2,834 | New |
| PFG Investments, LLC | 2,835 | $1.21M | 0.22% | +109+4.0% | Added |
| Paladin Advisory Group, LLC | 2,838 | $1.21M | 1.00% | −150−5.0% | Reduced |
| Prudent Man Advisors, LLC | 2,838 | $1.21M | 0.45% | −58−2.0% | Reduced |
| Allstate Corp | 2,845 | $1.21M | 0.08% | −154−5.1% | Reduced |
| American National Bank | 2,851 | $1.22M | 0.19% | −38−1.3% | Reduced |
| Aigen Investment Management, LP | 2,853 | $1.22M | 0.22% | +2,853 | New |
| Israel Discount Bank of New York | 2,854 | $1.22M | 0.95% | −155−5.2% | Reduced |
| Regatta Capital Group, LLC | 2,865 | $1.22M | 0.32% | −69−2.4% | Reduced |
| Everhart Financial Group, Inc. | 2,866 | $1.22M | 0.43% | +274+10.6% | Added |
| Mosaic Family Wealth Partners, LLC | 2,866 | $1.22M | 0.21% | +732+34.3% | Added |
| Excalibur Management Corp | 2,868 | $1.22M | 0.57% | +76+2.7% | Added |
| Lifestyle Asset Management, Inc. | 2,870 | $1.22M | 0.68% | −60−2.0% | Reduced |
| BLB&B Advisors, LLC | 2,877 | $1.23M | 0.08% | +231+8.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,879 | $1.23M | 0.24% | −382−11.7% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 2,880 | $1.23M | 0.09% | +2,880 | New |
| EPG Wealth Management LLC | 2,684 | $1.24M | 0.33% | +72+2.8% | Added |
| Goldstone Financial Group, LLC | 2,904 | $1.24M | 0.32% | −145−4.8% | Reduced |
| Meridian Wealth Advisors, LLC | 2,907 | $1.24M | 0.27% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 2,915 | $1.24M | 0.74% | −22−0.7% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,925 | $1.25M | 0.48% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,928 | $1.25M | 0.09% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,939 | $1.25M | 0.13% | −149−4.8% | Reduced |
| Chesapeake Wealth Management | 2,948 | $1.26M | 0.49% | +135+4.8% | Added |
| Aspen Grove Capital, LLC | 2,992 | $1.27M | 0.39% | −34−1.1% | Reduced |
| Castleview Partners, LLC | 2,995 | $1.28M | 0.89% | +115+4.0% | Added |
| Encompass Wealth Advisors, LLC | 2,996 | $1.28M | 0.38% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 3,007 | $1.28M | 0.12% | −1,016−25.3% | Reduced |
| Intellectus Partners, LLC | 3,009 | $1.28M | 0.37% | −40−1.3% | Reduced |
| TCI Wealth Advisors, Inc. | 3,014 | $1.29M | 0.14% | −160−5.0% | Reduced |
| Brown Shipley& Co Ltd | 3,018 | $1.29M | 0.64% | −814−21.2% | Reduced |
| BNC Wealth Management, LLC | 3,026 | $1.29M | 0.61% | +6+0.2% | Added |
| 4J Wealth Management LLC | 3,027 | $1.29M | 1.18% | −210−6.5% | Reduced |
| Ellevest, Inc. | 3,028 | $1.29M | 0.09% | +9+0.3% | Added |
| Brandywine Oak Private Wealth LLC | 3,029 | $1.29M | 0.14% | −27−0.9% | Reduced |
| Intelligence Driven Advisers, LLC | 2,878 | $1.29M | 0.21% | +904+45.8% | Added |