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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 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
Sittner & Nelson, LLC87$37.1K0.02%00.0%Unchanged
Frank, Rimerman Advisors LLC87$37.1K0.01%+87New
Barometer Capital Management Inc.90$38.3K0.01%00.0%Unchanged
Maryland Capital Advisors Inc.91$38.8K0.03%−44−32.6%Reduced
SJS Investment Consulting Inc.92$39.2K0.01%+3+3.4%Added
Mascoma Wealth Management LLC95$40.5K0.01%00.0%Unchanged
Rocky Mountain Advisers, LLC98$41.8K0.01%00.0%Unchanged
Burkett Financial Services, LLC99$42.4K0.02%+99New
AllSquare Wealth Management LLC100$42.7K0.03%00.0%Unchanged
Legend Financial Advisors, Inc.100$42.7K0.03%00.0%Unchanged
Center for Financial Planning, Inc.100$42.7K0.01%00.0%Unchanged
Long Island Wealth Management, Inc.101$43.0K0.03%+101New
Strategic Investment Solutions, Inc.103$43.9K0.01%−4,307−97.7%Reduced
Avion Wealth106$45.0K0.01%−13−10.9%Reduced
Investors Research Corp107$45.6K0.01%00.0%Unchanged
EntryPoint Capital, LLC109$46.5K0.04%+109New
Coston, McIsaac & Partners111$47.0K0.02%+21+23.3%Added
DAGCO, Inc.114$48.6K0.04%+114New
Dynamic Wealth Strategies, LLC114$48.6K0.04%+114New
CoreFirst Bank & Trust115$49.0K0.03%−35−23.3%Reduced
First Community Trust NA117$49.9K0.05%00.0%Unchanged
Retirement Group, LLC120$51.0K0.02%00.0%Unchanged
Winthrop Capital Management, LLC120$51.2K0.02%+120New
ZRC Wealth Management, LLC131$51.9K0.03%00.0%Unchanged
Proffitt & Goodson Inc122$52.0K0.01%00.0%Unchanged
Geo Capital Gestora de Recursos Ltd128$55.0K0.06%−13−9.2%Reduced
Mango Five Family, Inc.130$55.4K0.02%+130New
JCIC Asset Management Inc.134$57.2K0.03%+34+34.0%Added
Global Wealth Strategies & Associates137$58.4K0.02%00.0%Unchanged
Northwest Capital Management Inc137$58.4K0.02%+7+5.4%Added
Cornerstone Planning Group LLC140$59.7K0.02%−10−6.7%Reduced
Sugarloaf Wealth Management, LLC140$59.7K0.01%00.0%Unchanged
O'Brien Wealth Partners LLC142$60.6K0.02%−243−63.1%Reduced
Hallmark Capital Management Inc142$60.6K0.00%00.0%Unchanged
Kelly Financial Services LLC143$61.1K0.02%−130−47.6%Reduced
Nemes Rush Group LLC145$61.9K0.01%00.0%Unchanged
Estabrook Capital Management153$65.3K0.01%00.0%Unchanged
Frazier Financial Advisors, LLC153$65.3K0.06%+153New
Bruce G. Allen Investments, LLC161$68.7K0.06%+161New
SOA Wealth Advisors, LLC.162$69.1K0.02%00.0%Unchanged
Jamison Private Wealth Management, Inc.163$69.3K0.01%+1+0.6%Added
Bangor Savings Bank165$70.4K0.01%00.0%Unchanged
Ogorek Anthony Joseph167$71.0K0.03%−2,680−94.1%Reduced
DB Wealth Management Group, LLC167$71.2K0.04%00.0%Unchanged
FWL Investment Management, LLC175$74.6K0.04%−5−2.8%Reduced
Jackson, Grant Investment Advisers, Inc.182$77.5K0.03%00.0%Unchanged
Tortoise Investment Management, LLC183$78.1K0.01%00.0%Unchanged
Raleigh Capital Management Inc.185$78.9K0.04%+148+400.0%Added
Hobbs Group Advisors, LLC185$79.0K0.04%+185New
E Fund Management (Hong Kong) Co., Ltd.192$82.0K0.04%+64+50.0%Added
Raffa Wealth Management, LLC197$84.0K0.03%+42+27.1%Added
Davis Capital Management197$84.0K0.08%+197New
Sachetta, LLC197$84.0K0.04%+197New
Main Street Group, LTD198$84.4K0.03%+198New
Custom Portfolio Group LLC200$85.3K0.08%+200New
Bear Mountain Capital, Inc.200$85.7K0.04%+200New
Evolution Advisers, Inc.205$86.0K0.05%00.0%Unchanged
PFS Partners, LLC205$87.5K0.06%+150+272.7%Added
Sofos Investments, Inc.207$89.1K0.03%+168+430.8%Added
Mizuho Securities Co. Ltd.210$89.6K0.32%+140+200.0%Added
HighMark Wealth Management LLC219$93.3K0.07%+2+0.9%Added
Providence Capital Advisors, LLC222$94.7K0.02%00.0%Unchanged
Ritter Daniher Financial Advisory LLC224$95.5K0.04%−106−32.1%Reduced
Rosenberg Matthew Hamilton226$96.4K0.03%−19−7.8%Reduced
Brown, Lisle/Cummings, Inc.230$98.1K0.04%00.0%Unchanged
First Pacific Financial230$98.1K0.03%+13+6.0%Added
Financial Connections Group, Inc.247$105.0K0.07%−74−23.1%Reduced
Rockbridge Investment Management, LCC254$108.3K0.02%+254New
Cassady Schiller Wealth Management, LLC260$110.9K0.06%00.0%Unchanged
Rowland & Co Investment Counsel270$115.2K0.03%00.0%Unchanged
Twin Lakes Capital Management, LLC274$116.8K0.08%+1+0.4%Added
Stelac Advisory Services LLC282$118.7K0.06%00.0%Unchanged
Annapolis Financial Services, LLC282$120.3K0.03%00.0%Unchanged
Washington Trust Advisors, Inc.289$123.1K0.01%−421−59.3%Reduced
Abound Wealth Management294$125.4K0.05%−1−0.3%Reduced
Cacti Asset Management LLC300$127.3K0.01%00.0%Unchanged
Greenwood Gearhart Inc300$128.0K0.01%+300New
McGlone Suttner Wealth Management, Inc.305$129.9K0.03%+305New
Wetzel Investment Advisors, Inc.311$133.0K0.08%+311New
Global Wealth Management Investment Advisory, Inc.315$134.4K0.03%−15−4.5%Reduced
Intrepid Capital Management Inc316$134.8K0.09%+19+6.4%Added
Pineridge Advisors LLC319$136.1K0.05%+319New
Beacon Capital Management, LLC347$137.4K0.04%−5−1.4%Reduced
Private Wealth Management Group, LLC327$139.5K0.07%+327New
Cetera Trust Company, N.A338$144.2K0.09%+338New
Blue Bell Private Wealth Management, LLC340$145.0K0.03%00.0%Unchanged
AJOVista, LLC340$145.0K0.18%+340New
Armstrong Advisory Group, Inc348$148.4K0.01%00.0%Unchanged
McClarren Financial Advisors, Inc.350$149.0K0.11%00.0%Unchanged
Bellevue Asset Management, LLC350$149.3K0.13%00.0%Unchanged
Orion Capital Management LLC350$149.3K0.09%+15+4.5%Added
Vima LLC352$150.2K0.35%+352New
Highlander Capital Management, LLC353$150.6K0.05%00.0%Unchanged
Blume Capital Management, Inc.364$155.3K0.04%00.0%Unchanged
PFG Private Wealth Management, LLC366$156.1K0.11%+280+325.6%Added
Wolff Wiese Magana LLC369$157.5K0.15%−19−4.9%Reduced
Transamerica Financial Advisors, Inc.372$159.0K0.02%−10−2.6%Reduced
Creative Financial Designs Inc377$160.8K0.02%+18+5.0%Added
Glen Eagle Advisors, LLC379$161.6K0.03%+42+12.5%Added
Pathway Financial Advisers, LLC380$162.2K0.06%+1+0.3%Added