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 |
|---|---|---|---|---|---|
| Twin Capital Management Inc | 5,445 | $2.32M | 0.30% | −2,159−28.4% | Reduced |
| Cornerstone Wealth Management, LLC | 5,452 | $2.33M | 0.20% | −230−4.0% | Reduced |
| SFM, LLC | 5,454 | $2.33M | 1.92% | +5,454 | New |
| My Legacy Advisors, LLC | 5,456 | $2.33M | 0.84% | +186+3.5% | Added |
| DeDora Capital, Inc. | 5,462 | $2.33M | 0.82% | +110+2.1% | Added |
| Summit Global Investments | 5,466 | $2.33M | 0.15% | +533+10.8% | Added |
| Martin & Co Inc | 5,471 | $2.33M | 0.58% | −240−4.2% | Reduced |
| Marion Wealth Management | 5,473 | $2.33M | 0.75% | −3,320−37.8% | Reduced |
| Staley Capital Advisers Inc | 5,481 | $2.34M | 0.12% | 00.0% | Unchanged |
| Benchmark Investment Advisors LLC | 5,531 | $2.36M | 2.19% | −102−1.8% | Reduced |
| LVW Advisors, LLC | 5,553 | $2.37M | 0.44% | +60+1.1% | Added |
| Pinkerton Retirement Specialists, LLC | 5,556 | $2.37M | 0.46% | −896−13.9% | Reduced |
| Mission Wealth Management, LP | 5,558 | $2.37M | 0.08% | +247+4.7% | Added |
| Optimum Investment Advisors | 5,575 | $2.38M | 1.20% | −255−4.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 5,575 | $2.38M | 0.12% | +727+15.0% | Added |
| Bulltick Wealth Management, LLC | 5,586 | $2.38M | 0.55% | +101+1.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 5,588 | $2.38M | 0.97% | +5,588 | New |
| Wright Investors Service Inc | 5,609 | $2.39M | 0.67% | 00.0% | Unchanged |
| Brighton Jones LLC | 5,626 | $2.40M | 0.10% | +346+6.6% | Added |
| Voya Financial Advisors, Inc. | 5,640 | $2.40M | 0.29% | −35−0.6% | Reduced |
| Miracle Mile Advisors, LLC | 5,637 | $2.40M | 0.07% | +306+5.7% | Added |
| Gold Investment Management Ltd. | 5,642 | $2.41M | 1.03% | +5,642 | New |
| Benjamin Edwards Inc | 5,643 | $2.41M | 0.52% | −51−0.9% | Reduced |
| Jacobi Capital Management LLC | 5,644 | $2.41M | 0.25% | −106−1.8% | Reduced |
| Aviance Capital Partners, LLC | 5,661 | $2.41M | 0.52% | 00.0% | Unchanged |
| Jump Financial, LLC | 5,668 | $2.42M | 0.08% | +1,729+43.9% | Added |
| Sander Capital Advisors Inc | 5,693 | $2.43M | 1.24% | −75−1.3% | Reduced |
| RiverPark Advisors, LLC | 5,702 | $2.43M | 2.24% | −91−1.6% | Reduced |
| Sicart Associates LLC | 5,713 | $2.44M | 0.93% | −150−2.6% | Reduced |
| Wrapmanager Inc | 5,719 | $2.44M | 0.72% | −163−2.8% | Reduced |
| Skopos Labs, Inc. | 5,724 | $2.44M | 1.16% | +5,724 | New |
| Sweet Financial Partners, LLC | 5,726 | $2.44M | 0.58% | +512+9.8% | Added |
| Continuum Advisory, LLC | 5,731 | $2.44M | 0.35% | +58+1.0% | Added |
| Bank of Hawaii | 5,736 | $2.45M | 0.13% | −44−0.8% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,745 | $2.45M | 2.34% | +5,745 | New |
| Kendall Capital Management | 5,766 | $2.46M | 0.96% | +1,013+21.3% | Added |
| Jackson Square Capital, LLC | 5,772 | $2.46M | 0.79% | −97−1.7% | Reduced |
| S&CO Inc | 5,793 | $2.47M | 0.19% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,793 | $2.47M | 0.28% | +142+2.5% | Added |
| Optas, LLC | 5,801 | $2.47M | 0.74% | −184−3.1% | Reduced |
| Hyperion Capital Advisors LP | 5,804 | $2.48M | 1.34% | −247−4.1% | Reduced |
| Naviter Wealth, LLC | 5,813 | $2.48M | 0.50% | +1,140+24.4% | Added |
| Simmons Bank | 5,817 | $2.48M | 0.20% | +500+9.4% | Added |
| Boomfish Wealth Group, LLC | 5,846 | $2.49M | 1.80% | +5,846 | New |
| Walled Lake Planning & Wealth Management, LLC | 5,851 | $2.50M | 1.16% | −10.0% | Reduced |
| RSM US Wealth Management LLC | 5,864 | $2.50M | 0.07% | +2,352+67.0% | Added |
| Stableford Capital II LLC | 5,864 | $2.50M | 1.07% | +58+1.0% | Added |
| Trail Ridge Investment Advisors, LLC | 5,877 | $2.51M | 1.54% | −23−0.4% | Reduced |
| Kensington Investment Counsel, LLC | 5,905 | $2.52M | 1.32% | −9−0.2% | Reduced |
| J. Goldman & Co LP | 5,905 | $2.52M | 0.14% | +5,905 | New |
| Gables Capital Management Inc. | 5,924 | $2.53M | 1.57% | −50−0.8% | Reduced |
| Daymark Wealth Partners, LLC | 5,934 | $2.53M | 0.16% | −92−1.5% | Reduced |
| Abbrea Capital, LLC | 5,946 | $2.54M | 0.36% | +350+6.3% | Added |
| RDST Capital LLC | 5,950 | $2.54M | 0.81% | −1,310−18.0% | Reduced |
| Tolleson Wealth Management, Inc. | 5,970 | $2.55M | 0.52% | −623−9.4% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 5,985 | $2.55M | 1.41% | −1,670−21.8% | Reduced |
| Koshinski Asset Management, Inc. | 5,989 | $2.55M | 0.39% | +1,029+20.7% | Added |
| Dudley Capital Management, LLC | 5,994 | $2.56M | 1.64% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 5,999 | $2.56M | 0.19% | +5,999 | New |
| Savoie Capital LLC | 6,000 | $2.56M | 0.58% | 00.0% | Unchanged |
| Rockline Wealth Management, LLC | 6,008 | $2.56M | 1.06% | +6,008 | New |
| Coastal Investment Advisors, Inc. | 6,018 | $2.57M | 0.58% | −44−0.7% | Reduced |
| Linden Thomas Advisory Services, LLC | 6,034 | $2.57M | 0.48% | +1,089+22.0% | Added |
| HighVista Strategies LLC | 6,047 | $2.58M | 0.94% | +2,300+61.4% | Added |
| Point72 Middle East FZE | 6,058 | $2.58M | 0.18% | +6,058 | New |
| Trust Point Inc. | 6,059 | $2.58M | 0.21% | +6,059 | New |
| Hilltop Holdings Inc. | 6,064 | $2.59M | 0.29% | +205+3.5% | Added |
| Silphium Asset Management Ltd | 6,066 | $2.59M | 1.38% | −4,384−42.0% | Reduced |
| Symphony Financial, Ltd. Co. | 6,096 | $2.60M | 0.56% | +3,864+173.1% | Added |
| Applied Capital LLC | 6,112 | $2.61M | 2.40% | −410−6.3% | Reduced |
| Holderness Investments Co | 6,115 | $2.61M | 0.72% | −20−0.3% | Reduced |
| Avalon Trust Co | 6,162 | $2.63M | 0.24% | −85−1.4% | Reduced |
| Handelsinvest Investeringsforvaltning | 6,174 | $2.63M | 1.07% | +2,408+63.9% | Added |
| Keystone Investors Pte Ltd | 6,191 | $2.64M | 0.22% | +3,301+114.2% | Added |
| United Fire Group Inc | 6,200 | $2.64M | 4.81% | 00.0% | Unchanged |
| Turtle Creek Wealth Advisors, LLC | 6,216 | $2.65M | 0.78% | +6,216 | New |
| Piscataqua Savings Bank | 6,247 | $2.66M | 2.49% | −174−2.7% | Reduced |
| Atlantic Trust, LLC | 6,251 | $2.67M | 0.73% | +2,095+50.4% | Added |
| United Bank | 6,269 | $2.67M | 1.48% | +90+1.5% | Added |
| Fifth Third Wealth Advisors LLC | 6,273 | $2.68M | 0.87% | +1,042+19.9% | Added |
| CWA Asset Management Group, LLC | 6,284 | $2.68M | 0.18% | +806+14.7% | Added |
| Liontrust Investment Partners LLP | 6,300 | $2.69M | 0.04% | +935+17.4% | Added |
| Accent Capital Management, LLC | 6,311 | $2.69M | 2.12% | +6,311 | New |
| Global Retirement Partners, LLC | 6,296 | $2.70M | 0.11% | +109+1.8% | Added |
| K.J. Harrison & Partners Inc | 6,328 | $2.70M | 0.46% | +6,328 | New |
| AMG National Trust Bank | 6,329 | $2.70M | 0.08% | +9+0.1% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 6,330 | $2.70M | 0.01% | −66−1.0% | Reduced |
| Napa Wealth Management | 6,334 | $2.70M | 1.47% | +6,334 | New |
| Semmax Financial Advisors Inc. | 5,892 | $2.71M | 0.99% | +585+11.0% | Added |
| Hazlett, Burt & Watson, Inc. | 6,363 | $2.72M | 1.83% | +100+1.6% | Added |
| Boston Trust Walden Corp | 6,394 | $2.73M | 0.02% | −17−0.3% | Reduced |
| Farmers & Merchants Investments Inc | 6,404 | $2.73M | 0.10% | +13+0.2% | Added |
| Family Management Corp | 6,410 | $2.73M | 0.57% | +204+3.3% | Added |
| RFG Advisory, LLC | 6,412 | $2.73M | 0.11% | +1,790+38.7% | Added |
| Greenland Capital Management LP | 6,413 | $2.74M | 0.42% | −15,027−70.1% | Reduced |
| Hancock Whitney Corp | 6,426 | $2.74M | 0.10% | −285−4.2% | Reduced |
| Edgestream Partners, L.P. | 6,453 | $2.75M | 0.20% | −5,369−45.4% | Reduced |
| Alpha Omega Wealth Management LLC | 6,482 | $2.76M | 0.46% | −17−0.3% | Reduced |
| Olstein Capital Management, L.P. | 6,500 | $2.77M | 0.47% | −3,500−35.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $2.77M | 0.96% | 00.0% | Unchanged |