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 |
|---|---|---|---|---|---|
| Abel Hall, LLC | 914 | $389.8K | 0.33% | +914 | New |
| Founders Financial Alliance, LLC | 917 | $391.3K | 0.15% | −84−8.4% | Reduced |
| Liberty Wealth Management LLC | 921 | $393.0K | 0.08% | +64+7.5% | Added |
| Alera Investment Advisors, LLC | 922 | $393.3K | 0.05% | +18+2.0% | Added |
| Vision Capital Management, Inc. | 924 | $394.1K | 0.06% | +924 | New |
| Verum Partners LLC | 925 | $394.7K | 0.16% | −13−1.4% | Reduced |
| Norris Perne & French LLP | 927 | $395.4K | 0.03% | +69+8.0% | Added |
| Larson Financial Group LLC | 937 | $399.8K | 0.03% | −210−18.3% | Reduced |
| MBL Wealth, LLC | 938 | $400.1K | 0.05% | −77−7.6% | Reduced |
| Tranquilli Financial Advisor LLC | 945 | $403.1K | 0.28% | −13−1.4% | Reduced |
| LongView Wealth Management | 954 | $403.2K | 0.18% | +954 | New |
| Landmark Financial Advisors, LLC | 947 | $403.9K | 0.15% | +50+5.6% | Added |
| Parthenon LLC | 947 | $403.9K | 0.06% | +79+9.1% | Added |
| Sollinda Capital Management LLC | 949 | $404.8K | 0.11% | +949 | New |
| Itau Unibanco Holding S.A. | 950 | $405.0K | 0.01% | +950 | New |
| Spotlight Asset Group, Inc. | 1,023 | $405.0K | 0.37% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 950 | $405.2K | 0.19% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 881 | $405.7K | 0.12% | +881 | New |
| National Philanthropic Trust | 955 | $407.3K | 0.01% | +955 | New |
| Cassaday & Co Wealth Management LLC | 955 | $407.3K | 0.01% | +131+15.9% | Added |
| AdvisorShares Investments LLC | 956 | $407.7K | 0.10% | −11−1.1% | Reduced |
| Lee Danner & Bass Inc | 960 | $410.0K | 0.04% | −50−5.0% | Reduced |
| LVM Capital Management Ltd | 961 | $410.0K | 0.05% | 00.0% | Unchanged |
| Triasima Portfolio Management inc. | 964 | $411.2K | 0.03% | −70−6.8% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 968 | $412.9K | 0.51% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 968 | $413.0K | 0.08% | −32−3.2% | Reduced |
| Cohen & Steers, Inc. | 971 | $414.0K | 0.00% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 975 | $415.8K | 0.04% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 977 | $416.7K | 0.26% | +977 | New |
| Gemmer Asset Management LLC | 979 | $417.6K | 0.05% | 00.0% | Unchanged |
| X-Square Capital, LLC | 980 | $418.0K | 0.23% | 00.0% | Unchanged |
| Cypress Capital, LLC | 981 | $418.4K | 0.12% | −100−9.3% | Reduced |
| Clear Point Advisors Inc. | 982 | $418.8K | 0.37% | +982 | New |
| Cheviot Value Management, LLC | 984 | $419.7K | 0.09% | −50−4.8% | Reduced |
| Wellspring Financial Advisors, LLC | 985 | $420.0K | 0.10% | +267+37.2% | Added |
| Burns J W & Co Inc | 987 | $421.0K | 0.06% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 988 | $421.8K | 0.00% | −184−15.7% | Reduced |
| Lebenthal Global Advisors, LLC | 989 | $421.8K | 0.10% | +989 | New |
| Paul Damon & Associates, Inc. | 992 | $423.1K | 0.30% | −71−6.7% | Reduced |
| Capital Market Strategies LLC | 995 | $424.4K | 0.37% | −12−1.2% | Reduced |
| Park National Corp | 995 | $424.4K | 0.02% | −10−1.0% | Reduced |
| Merlin Capital LLC | 997 | $425.2K | 1.36% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 999 | $426.1K | 1.11% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 1,000 | $426.5K | 0.30% | 00.0% | Unchanged |
| Durante & Waters, LLC | 1,000 | $426.5K | 0.41% | +1,000 | New |
| Horizon Bancorp Inc | 1,002 | $427.0K | 0.21% | +17+1.7% | Added |
| Ssi Investment Management LLC | 1,009 | $430.3K | 0.03% | −3−0.3% | Reduced |
| Savvy Advisors, Inc. | 1,009 | $430.3K | 0.42% | +1,009 | New |
| MQS Management LLC | 1,010 | $430.8K | 0.24% | +1,010 | New |
| Kavar Capital Partners Group, LLC | 1,010 | $430.8K | 0.05% | +1,010 | New |
| Calton & Associates, Inc. | 1,011 | $431.1K | 0.17% | +400+65.5% | Added |
| Florida Financial Advisors, LLC | 1,012 | $431.5K | 0.40% | +1,012 | New |
| Eads & Heald Wealth Management | 1,013 | $432.0K | 0.21% | −2−0.2% | Reduced |
| Advisors Preferred, LLC | 1,026 | $432.9K | 0.07% | −471−31.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 1,017 | $434.6K | 0.11% | −97−8.7% | Reduced |
| Sage Rhino Capital LLC | 1,021 | $435.5K | 0.11% | −14−1.4% | Reduced |
| Harfst & Associates, Inc. | 1,022 | $435.9K | 0.12% | −91−8.2% | Reduced |
| KFG Wealth Management, LLC | 1,022 | $435.9K | 0.20% | −13−1.3% | Reduced |
| Joel Isaacson & Co., LLC | 1,023 | $436.3K | 0.03% | +44+4.5% | Added |
| Consolidated Capital Management, LLC | 1,024 | $436.7K | 0.23% | −8−0.8% | Reduced |
| Lodestone Wealth Management LLC | 1,024 | $436.9K | 0.25% | +40+4.1% | Added |
| American Financial Advisors, LLC | 1,032 | $440.1K | 0.07% | −1−0.1% | Reduced |
| Nebula Research & Development LLC | 1,032 | $440.2K | 0.13% | −62−5.7% | Reduced |
| Westmount Partners, LLC | 1,033 | $440.6K | 0.18% | −196−15.9% | Reduced |
| Breakwater Capital Group | 1,002 | $440.6K | 0.12% | 00.0% | Unchanged |
| Hudson Valley Investment Advisors Inc | 1,046 | $441.4K | 0.06% | +4+0.4% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,035 | $441.4K | 0.04% | 00.0% | Unchanged |
| Bedel Financial Consulting, Inc. | 1,036 | $441.8K | 0.08% | +12+1.2% | Added |
| Hexagon Capital Partners LLC | 1,037 | $442.3K | 0.11% | +195+23.2% | Added |
| TRUE Private Wealth Advisors | 1,037 | $442.4K | 0.06% | +24+2.4% | Added |
| Objective Capital Management, LLC | 1,039 | $443.1K | 0.34% | −87−7.7% | Reduced |
| Embree Financial Group | 1,039 | $443.3K | 0.09% | +1,039 | New |
| AlphaQ Advisors LLC | 1,040 | $443.6K | 0.31% | −195−15.8% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,042 | $444.4K | 0.16% | +13+1.3% | Added |
| Davidson Trust Co | 1,047 | $446.6K | 0.29% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 1,048 | $446.9K | 0.15% | +65+6.6% | Added |
| Capital Management Associates, Inc | 1,048 | $447.0K | 0.40% | +1,048 | New |
| First Business Financial Services, Inc. | 1,050 | $447.8K | 0.05% | −579−35.5% | Reduced |
| Blueshift Asset Management, LLC | 1,052 | $448.7K | 0.24% | −25−2.3% | Reduced |
| Cedrus LLC | 1,057 | $450.8K | 0.28% | −23−2.1% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,057 | $451.0K | 0.41% | +1,057 | New |
| Keystone Financial Group | 1,058 | $451.4K | 0.08% | −67−6.0% | Reduced |
| RWM Asset Management, LLC | 1,078 | $452.5K | 0.09% | 00.0% | Unchanged |
| Blue Barn Wealth, LLC | 1,064 | $453.8K | 0.27% | −176−14.2% | Reduced |
| Cardinal Strategic Wealth Guidance | 1,064 | $453.8K | 0.18% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,065 | $454.2K | 0.11% | 00.0% | Unchanged |
| Elevatus Welath Management | 1,068 | $455.5K | 0.21% | +421+65.1% | Added |
| Horst & Graben Wealth Management LLC | 1,068 | $455.6K | 0.10% | 00.0% | Unchanged |
| Appleton Partners Inc | 1,070 | $456.0K | 0.04% | −3,305−75.5% | Reduced |
| NTV Asset Management LLC | 1,074 | $458.1K | 0.08% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 1,076 | $458.9K | 0.44% | +12+1.1% | Added |
| Fortis Capital Advisors, LLC | 1,077 | $459.4K | 0.26% | +36+3.5% | Added |
| NorthStar Asset Management LLC | 1,079 | $460.0K | 0.42% | +1,079 | New |
| Lantz Financial LLC | 1,087 | $463.6K | 0.17% | +7+0.6% | Added |
| First Trust Investment Solutions L.P. | 1,087 | $463.6K | 0.10% | +1,087 | New |
| Wealth Dimensions Group, Ltd. | 1,088 | $464.2K | 0.15% | −1−0.1% | Reduced |
| Willow Creek Wealth Management Inc. | 1,097 | $467.9K | 0.06% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 1,098 | $468.3K | 0.45% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 1,100 | $469.2K | 0.15% | 00.0% | Unchanged |
| PFW Advisors LLC | 1,102 | $470.0K | 0.15% | −84−7.1% | Reduced |