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
- 3,041
- +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
- 1,195 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 |
|---|---|---|---|---|---|
| Synergy Financial Group, LTD | 3,785 | $1.61M | 1.98% | −153−3.9% | Reduced |
| Johnson Financial Group, Inc. | 3,788 | $1.62M | 0.09% | +849+28.9% | Added |
| Canopy Partners, LLC | 3,791 | $1.62M | 0.99% | +3,791 | New |
| Harvest Fund Management Co., Ltd | 3,790 | $1.62M | 0.25% | −274−6.7% | Reduced |
| Hennessy Advisors Inc | 3,800 | $1.62M | 0.08% | −500−11.6% | Reduced |
| YHB Investment Advisors, Inc. | 3,804 | $1.62M | 0.16% | +31+0.8% | Added |
| Emfo, LLC | 3,809 | $1.62M | 1.51% | −400−9.5% | Reduced |
| Strong Tower Advisory Services | 3,809 | $1.62M | 0.72% | −87−2.2% | Reduced |
| Value Partners Investments Inc. | 3,803 | $1.62M | 0.13% | +262+7.4% | Added |
| Strait & Sound Wealth Management LLC | 3,801 | $1.62M | 1.01% | −130−3.3% | Reduced |
| SkyView Investment Advisors, LLC | 3,809 | $1.63M | 0.41% | −252−6.2% | Reduced |
| Resources Management Corp | 3,812 | $1.63M | 0.24% | +1,165+44.0% | Added |
| M&R Capital Management Inc | 3,826 | $1.63M | 0.41% | +180+4.9% | Added |
| Altman Advisors, Inc. | 3,829 | $1.63M | 0.86% | +42+1.1% | Added |
| Strategic Planning Group, LLC | 3,829 | $1.63M | 0.54% | +3,829 | New |
| Nikulski Financial, Inc. | 3,839 | $1.64M | 0.60% | −32−0.8% | Reduced |
| Aaron Wealth Advisors | 3,839 | $1.64M | 0.27% | −13,963−78.4% | Reduced |
| Elmwood Wealth Management, Inc. | 3,842 | $1.64M | 1.15% | −2,420−38.6% | Reduced |
| Amussen Hunsaker Associates LLC | 3,843 | $1.64M | 0.33% | +99+2.6% | Added |
| Essex Savings Bank | 3,858 | $1.65M | 0.48% | +183+5.0% | Added |
| NRI Wealth Management LC | 3,861 | $1.65M | 1.64% | +3,861 | New |
| Transatlantique Private Wealth LLC | 3,921 | $1.65M | 0.77% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,876 | $1.65M | 0.56% | −75−1.9% | Reduced |
| Cinctive Capital Management LP | 3,883 | $1.66M | 0.12% | +2,757+244.8% | Added |
| Tectonic Advisors LLC | 3,893 | $1.66M | 0.14% | +101+2.7% | Added |
| Bailard, Inc. | 3,901 | $1.66M | 0.05% | +327+9.1% | Added |
| Prossimo Advisors, LLC | 3,905 | $1.67M | 3.53% | +35+0.9% | Added |
| HCR Wealth Advisors | 3,908 | $1.67M | 0.26% | +1,737+80.0% | Added |
| Independent Solutions Wealth Management, LLC | 3,915 | $1.67M | 0.43% | +563+16.8% | Added |
| Legacy Financial Advisors, Inc. | 3,915 | $1.67M | 0.32% | +156+4.2% | Added |
| Guardian Wealth Management, Inc. | 3,931 | $1.68M | 1.42% | +27+0.7% | Added |
| Lantern Wealth Advisors, LLC | 3,934 | $1.68M | 1.32% | +3,934 | New |
| PDS Planning, Inc | 3,942 | $1.68M | 0.19% | +50+1.3% | Added |
| Thrive Wealth Management, LLC | 3,944 | $1.68M | 0.37% | −63−1.6% | Reduced |
| Roof Eidam & Maycock | 3,948 | $1.68M | 0.51% | +10+0.3% | Added |
| Ossiam | 3,963 | $1.69M | 0.03% | −877−18.1% | Reduced |
| Mayflower Financial Advisors, LLC | 3,967 | $1.69M | 0.23% | +30+0.8% | Added |
| Moloney Securities Asset Management, LLC | 3,971 | $1.69M | 0.27% | +103+2.7% | Added |
| Stonebridge Financial Planning Group, LLC | 3,984 | $1.70M | 0.98% | 00.0% | Unchanged |
| Strategic Advocates LLC | 3,998 | $1.71M | 0.72% | +40+1.0% | Added |
| Angeles Wealth Management, LLC | 3,999 | $1.71M | 0.21% | −336−7.8% | Reduced |
| Trifecta Capital Advisors, LLC | 4,006 | $1.71M | 0.47% | +43+1.1% | Added |
| CIC Wealth, LLC | 4,009 | $1.71M | 0.54% | −129−3.1% | Reduced |
| Arrow Financial Corp | 4,039 | $1.72M | 0.18% | −106−2.6% | Reduced |
| Richwood Investment Advisors, LLC | 4,043 | $1.72M | 1.62% | +258+6.8% | Added |
| Everpar Advisors LLC | 4,047 | $1.73M | 0.80% | +4,047 | New |
| Caxton Associates LP | 4,048 | $1.73M | 0.09% | +4,048 | New |
| Farmers & Merchants Trust Co of Long Beach | 4,062 | $1.73M | 0.46% | −20.0% | Reduced |
| Paragon Advisors, LLC | 4,078 | $1.74M | 0.74% | +4,078 | New |
| Scharf Investments, LLC | 4,082 | $1.74M | 0.05% | +178+4.6% | Added |
| RMR Wealth Builders | 4,092 | $1.75M | 0.25% | −149−3.5% | Reduced |
| World Equity Group, Inc. | 4,099 | $1.75M | 0.35% | +292+7.7% | Added |
| Cape Investment Advisory, Inc. | 4,105 | $1.75M | 0.86% | −117−2.8% | Reduced |
| Old Mission Capital LLC | 4,119 | $1.76M | 0.05% | +2,317+128.6% | Added |
| Liberty Capital Management, Inc. | 4,127 | $1.76M | 0.46% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,131 | $1.76M | 0.17% | −121−2.8% | Reduced |
| Mystic Asset Management, Inc. | 4,145 | $1.77M | 0.85% | +55+1.3% | Added |
| Point72 Hong Kong Ltd | 4,182 | $1.78M | 0.11% | +4,182 | New |
| Cornerstone Wealth Group, LLC | 4,191 | $1.79M | 0.26% | +131+3.2% | Added |
| Ameliora Wealth Management Ltd. | 4,195 | $1.79M | 0.89% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,196 | $1.79M | 0.17% | +69+1.7% | Added |
| Alta Fox Capital Management, LLC | 4,200 | $1.79M | 1.15% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 4,202 | $1.79M | 1.25% | 00.0% | Unchanged |
| David Loasby | 4,283 | $1.80M | 0.19% | −599−12.3% | Reduced |
| Vise Technologies, Inc. | 4,217 | $1.80M | 0.39% | −618−12.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,224 | $1.80M | 0.42% | −65−1.5% | Reduced |
| Clark Capital Management Group, Inc. | 4,248 | $1.81M | 0.01% | +2,211+108.5% | Added |
| Consilium Wealth Advisory, LLC | 4,250 | $1.81M | 1.09% | +261+6.5% | Added |
| Stevens Capital Management LP | 4,251 | $1.81M | 0.45% | +2,034+91.7% | Added |
| Bard Financial Services, Inc. | 4,255 | $1.81M | 0.20% | +135+3.3% | Added |
| StoneX Group Inc. | 4,257 | $1.82M | 0.18% | +1,128+36.0% | Added |
| Smith, Moore & Co. | 4,261 | $1.82M | 0.21% | +67+1.6% | Added |
| Transcend Wealth Collective, LLC | 4,264 | $1.82M | 0.16% | +10.0% | Added |
| Redwood Investments, LLC | 4,264 | $1.82M | 0.47% | −866−16.9% | Reduced |
| Arbor Capital Management Inc | 4,345 | $1.82M | 1.37% | −65−1.5% | Reduced |
| Aua Capital Management, LLC | 4,284 | $1.83M | 1.14% | +34+0.8% | Added |
| Westhampton Capital, LLC | 4,287 | $1.83M | 1.09% | −18−0.4% | Reduced |
| Kelman-Lazarov, Inc. | 4,297 | $1.83M | 0.40% | −32−0.7% | Reduced |
| First Horizon Advisors, Inc. | 4,299 | $1.83M | 0.06% | +35+0.8% | Added |
| Kapitalo Investimentos Ltda | 4,320 | $1.84M | 0.38% | −96−2.2% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,335 | $1.85M | 1.30% | −700−13.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,344 | $1.85M | 0.09% | +1,108+34.2% | Added |
| Alapocas Investment Partners, Inc. | 4,350 | $1.86M | 1.17% | −3−0.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 4,413 | $1.88M | 1.61% | −243−5.2% | Reduced |
| Mirabella Financial Services LLP | 4,420 | $1.89M | 0.27% | +4,420 | New |
| Prosperitas Financial LLC | 4,436 | $1.89M | 1.39% | +367+9.0% | Added |
| Manchester Capital Management LLC | 4,440 | $1.89M | 0.25% | +64+1.5% | Added |
| Visionary Wealth Advisors | 4,469 | $1.91M | 0.14% | −842−15.9% | Reduced |
| Cornercap Investment Counsel Inc | 4,478 | $1.91M | 0.31% | +4,478 | New |
| Catalytic Wealth RIA, LLC | 4,478 | $1.91M | 0.86% | +4,478 | New |
| Revolve Wealth Partners, LLC | 4,487 | $1.91M | 0.37% | −300−6.3% | Reduced |
| Capital Investment Advisors, LLC | 4,498 | $1.92M | 0.05% | +1,106+32.6% | Added |
| Cobblestone Capital Advisors LLC | 4,499 | $1.92M | 0.13% | −35−0.8% | Reduced |
| Compass Wealth Management LLC | 4,500 | $1.92M | 0.54% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,501 | $1.92M | 0.18% | +333+8.0% | Added |
| Resonant Capital Advisors, LLC | 4,508 | $1.92M | 0.19% | +1,767+64.5% | Added |
| Sendero Wealth Management, LLC | 4,511 | $1.92M | 0.36% | +93+2.1% | Added |
| Sargent Investment Group, LLC | 4,513 | $1.92M | 0.42% | +1,843+69.0% | Added |
| TriaGen Wealth Management LLC | 4,515 | $1.93M | 0.92% | −131−2.8% | Reduced |
| Sigma Planning Corp | 4,532 | $1.93M | 0.15% | −5,112−53.0% | Reduced |