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 |
|---|---|---|---|---|---|
| Evermay Wealth Management LLC | 1,105 | $471.3K | 0.09% | −666−37.6% | Reduced |
| Conestoga Capital Advisors, LLC | 1,105 | $471.3K | 0.01% | 00.0% | Unchanged |
| Driehaus Capital Management LLC | 1,107 | $472.1K | 0.01% | −454−29.1% | Reduced |
| ZWJ Investment Counsel Inc | 1,112 | $474.1K | 0.02% | −31−2.7% | Reduced |
| Motiv8 Investments LLC | 1,112 | $474.3K | 0.42% | +1,112 | New |
| REDW Wealth LLC | 1,112 | $474.3K | 0.14% | −127−10.3% | Reduced |
| DCM Advisors, LLC | 1,113 | $474.8K | 0.17% | −153−12.1% | Reduced |
| LWM Advisory Services, LLC | 1,115 | $475.3K | 0.42% | +48+4.5% | Added |
| Covestor Ltd | 1,118 | $477.0K | 0.33% | +117+11.7% | Added |
| Scientech Research LLC | 1,122 | $478.7K | 0.48% | +1,122 | New |
| Hodges Capital Management Inc. | 1,129 | $481.0K | 0.03% | +1,129 | New |
| David R. Rahn & Associates Inc. | 1,128 | $481.1K | 0.20% | +348+44.6% | Added |
| Outlook Wealth Advisors, LLC | 1,128 | $481.1K | 0.17% | +284+33.6% | Added |
| Horiko Capital Management LLC | 1,130 | $482.0K | 0.17% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,139 | $482.0K | 0.16% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 1,131 | $482.5K | 0.21% | −20−1.7% | Reduced |
| Simplicity Wealth,LLC | 1,132 | $482.9K | 0.19% | +1,132 | New |
| FinTrust Capital Advisors, LLC | 1,135 | $484.1K | 0.10% | +89+8.5% | Added |
| Brady Family Wealth, LLC | 1,135 | $484.1K | 0.17% | +210+22.7% | Added |
| Becker Capital Management Inc | 1,140 | $486.2K | 0.02% | −175−13.3% | Reduced |
| Baker Avenue Asset Management, LP | 1,145 | $488.5K | 0.02% | +580+102.7% | Added |
| Diversified Portfolios, Inc. | 1,150 | $490.5K | 0.08% | −6−0.5% | Reduced |
| Prosperity Financial Group, Inc. | 1,150 | $490.5K | 0.34% | +14+1.2% | Added |
| Rede Wealth, LLC | 1,153 | $491.8K | 0.23% | −2−0.2% | Reduced |
| Grandview Asset Management LLC | 1,153 | $492.0K | 0.26% | −125−9.8% | Reduced |
| Interchange Capital Partners, LLC | 1,155 | $493.1K | 0.37% | −211−15.4% | Reduced |
| Warren Averett Asset Management, LLC | 1,162 | $495.6K | 0.02% | +1+0.1% | Added |
| Hartford Financial Management Inc. | 1,163 | $496.0K | 0.11% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1,164 | $496.5K | 0.04% | +122+11.7% | Added |
| Seven Post Investment Office LP | 1,165 | $496.9K | 0.13% | 00.0% | Unchanged |
| Menard Financial Group LLC | 1,169 | $498.7K | 0.62% | −39−3.2% | Reduced |
| Fragasso Group Inc. | 1,171 | $499.6K | 0.05% | +35+3.1% | Added |
| Phillips Wealth Planners LLC | 1,160 | $499.6K | 0.60% | −14−1.2% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,174 | $500.7K | 0.13% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 1,176 | $501.6K | 0.26% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,177 | $502.0K | 0.20% | −7−0.6% | Reduced |
| Aureus Asset Management, LLC | 1,177 | $502.0K | 0.04% | +50+4.4% | Added |
| Clean Yield Group | 1,178 | $502.4K | 0.21% | −25−2.1% | Reduced |
| Granite Harbor Advisors, Inc. | 1,178 | $502.4K | 0.38% | +32+2.8% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 1,178 | $502.4K | 0.12% | +1,178 | New |
| Commonwealth Financial Services, LLC | 1,179 | $502.8K | 0.12% | +2+0.2% | Added |
| Values Added Financial LLC | 1,179 | $502.9K | 0.41% | −160−11.9% | Reduced |
| National Wealth Management Group, LLC | 1,179 | $502.9K | 0.49% | +19+1.6% | Added |
| Citadel Investment Advisory, Inc. | 1,180 | $503.0K | 0.31% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 1,180 | $503.3K | 0.02% | −199−14.4% | Reduced |
| Harrington Investments, INC | 1,181 | $503.7K | 0.31% | +1,181 | New |
| Navalign, LLC | 1,184 | $505.0K | 0.18% | +169+16.7% | Added |
| Financial Perspectives, Inc | 1,185 | $505.6K | 0.21% | +2+0.2% | Added |
| Western Pacific Wealth Management, LP | 1,186 | $505.8K | 0.37% | −11−0.9% | Reduced |
| Silicon Valley Capital Partners | 1,187 | $506.3K | 0.08% | +2+0.2% | Added |
| TruWealth Advisors, LLC | 1,188 | $506.5K | 0.04% | −24−2.0% | Reduced |
| Paragon Private Wealth Management, LLC | 1,189 | $507.2K | 0.35% | −23−1.9% | Reduced |
| Keudell/Morrison Wealth Management | 1,192 | $508.4K | 0.17% | +242+25.5% | Added |
| Aries Wealth Management | 1,196 | $510.1K | 0.18% | −164−12.1% | Reduced |
| Claret Asset Management Corp | 1,199 | $511.0K | 0.09% | −19−1.6% | Reduced |
| Peninsula Wealth, LLC | 1,202 | $512.5K | 0.11% | +26+2.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,214 | $517.8K | 0.08% | 00.0% | Unchanged |
| First Financial Corp | 1,215 | $518.2K | 0.26% | −82−6.3% | Reduced |
| Centurion Wealth Management LLC | 1,215 | $518.3K | 0.22% | +64+5.6% | Added |
| M. Kulyk & Associates, LLC | 1,216 | $518.6K | 0.12% | +1,216 | New |
| Tradition Wealth Management, LLC | 1,216 | $519.0K | 0.05% | +114+10.3% | Added |
| Exchange Bank | 1,222 | $521.2K | 0.45% | −97−7.4% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,226 | $523.0K | 0.03% | −215−14.9% | Reduced |
| First Command Advisory Services, Inc. | 1,231 | $525.0K | 0.01% | −48−3.8% | Reduced |
| Fort Pitt Capital Group, LLC | 1,231 | $525.0K | 0.02% | +7+0.6% | Added |
| Carlson Capital Management | 1,233 | $525.9K | 0.03% | +153+14.2% | Added |
| Connective Portfolio Management, LLC | 1,235 | $526.7K | 1.07% | +100+8.8% | Added |
| Tanaka Capital Management Inc | 1,236 | $527.0K | 1.29% | −10−0.8% | Reduced |
| Westover Capital Advisors, LLC | 1,242 | $529.7K | 0.17% | +338+37.4% | Added |
| Firethorn Wealth Partners, LLC | 1,243 | $530.1K | 0.35% | −97−7.2% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,246 | $531.4K | 0.02% | +444+55.4% | Added |
| Ausdal Financial Partners, Inc. | 1,249 | $532.6K | 0.07% | +40+3.3% | Added |
| LaFleur & Godfrey LLC | 1,250 | $533.1K | 0.08% | 00.0% | Unchanged |
| Aristides Capital LLC | 1,250 | $533.1K | 0.27% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,253 | $534.3K | 0.08% | +160+14.6% | Added |
| Mairs & Power Inc | 1,255 | $535.3K | 0.01% | +354+39.3% | Added |
| Plato Investment Management Ltd | 1,259 | $537.0K | 0.66% | +1,259 | New |
| ERTS Wealth Advisors, LLC | 1,264 | $539.1K | 0.12% | −32−2.5% | Reduced |
| Traveka Wealth, LLC | 1,267 | $540.4K | 0.27% | +1,267 | New |
| Empire Financial Management Company, LLC | 1,270 | $541.7K | 0.21% | +94+8.0% | Added |
| Legacy Edge Advisors, LLC | 1,270 | $541.7K | 0.12% | +1,270 | New |
| Relative Value Partners Group, LLC | 1,271 | $542.3K | 0.03% | +86+7.3% | Added |
| AlphaStar Capital Management, LLC | 1,272 | $542.5K | 0.05% | +93+7.9% | Added |
| Cardiff Park Advisors, LLC | 1,273 | $542.9K | 0.06% | +6+0.5% | Added |
| Foster & Motley Inc | 1,273 | $543.0K | 0.04% | −201−13.6% | Reduced |
| Smith Anglin Financial, LLC | 1,273 | $543.1K | 0.06% | +4+0.3% | Added |
| HTLF Bank | 1,275 | $543.8K | 0.06% | +1,275 | New |
| Gerber, LLC | 1,275 | $543.8K | 0.49% | +1,275 | New |
| Trueblood Wealth Management, LLC | 1,276 | $544.2K | 0.34% | +1,276 | New |
| Vicus Capital | 1,276 | $544.2K | 0.06% | −968−43.1% | Reduced |
| Financial Network Wealth Advisors LLC | 1,279 | $545.5K | 0.58% | +1,279 | New |
| Capital Advisors Inc | 1,279 | $545.7K | 0.01% | +41+3.3% | Added |
| Key Financial Inc | 1,280 | $545.9K | 0.15% | 00.0% | Unchanged |
| Tremblant Capital Group | 1,284 | $547.6K | 0.06% | +242+23.2% | Added |
| Boyd Watterson Asset Management LLC | 1,287 | $548.9K | 0.22% | 00.0% | Unchanged |
| Arlington Partners LLC | 1,289 | $549.8K | 0.16% | −1,041−44.7% | Reduced |
| Verus Capital Partners, LLC | 1,290 | $550.3K | 0.07% | +2+0.2% | Added |
| JMG Financial Group, Ltd. | 1,297 | $553.1K | 0.02% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,297 | $553.1K | 0.49% | −23−1.7% | Reduced |
| Northwest Bancshares, Inc. | 1,297 | $553.2K | 0.10% | −42−3.1% | Reduced |