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; 3,633 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
- 3,041
- +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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| SYSTM Wealth Solutions LLC | 13,633 | $5.81M | 0.81% | −49−0.4% | Reduced |
| WSFS Capital Management, LLC | 13,554 | $5.78M | 0.36% | −1,222−8.3% | Reduced |
| Crestwood Advisors Group LLC | 13,520 | $5.77M | 0.13% | −108−0.8% | Reduced |
| Wade G W & Inc | 13,475 | $5.75M | 0.19% | −360−2.6% | Reduced |
| River Wealth Advisors LLC | 13,452 | $5.74M | 0.92% | −118−0.9% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 13,438 | $5.73M | 0.35% | −109−0.8% | Reduced |
| Y.D. More Investments Ltd | 13,410 | $5.72M | 1.17% | +471+3.6% | Added |
| Thoroughbred Financial Services, LLC | 13,386 | $5.71M | 0.46% | +2,976+28.6% | Added |
| Verdence Capital Advisors LLC | 13,382 | $5.71M | 0.55% | +265+2.0% | Added |
| Investment Research & Advisory Group, Inc. | 13,329 | $5.69M | 2.93% | +61+0.5% | Added |
| Ostrum Asset Management | 13,306 | $5.68M | 0.49% | +1,176+9.7% | Added |
| Deltec Asset Management LLC | 13,273 | $5.66M | 1.27% | −3,030−18.6% | Reduced |
| CFO4Life Group, LLC | 13,238 | $5.65M | 1.08% | −46−0.3% | Reduced |
| Level Four Advisory Services, LLC | 13,196 | $5.63M | 0.32% | −24−0.2% | Reduced |
| Resources Investment Advisors, LLC. | 13,136 | $5.60M | 0.10% | +3,979+43.5% | Added |
| Verition Fund Management LLC | 13,097 | $5.59M | 0.06% | −36,634−73.7% | Reduced |
| General Partner, Inc. | 13,179 | $5.57M | 4.68% | −1,000−7.1% | Reduced |
| Aperture Investors, LLC | 13,018 | $5.55M | 0.98% | −2,821−17.8% | Reduced |
| Whalerock Point Partners, LLC | 13,013 | $5.55M | 1.72% | −216−1.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 12,989 | $5.54M | 0.32% | −508−3.8% | Reduced |
| BlueDrive Global Investors LLP | 12,859 | $5.48M | 9.61% | +12,859 | New |
| Credential Qtrade Securities Inc. | 12,829 | $5.47M | 0.33% | −785−5.8% | Reduced |
| Fort Sheridan Advisors LLC | 12,681 | $5.41M | 1.08% | +20+0.2% | Added |
| Lincoln National Corp | 12,641 | $5.39M | 0.09% | +2,011+18.9% | Added |
| Pinnacle Financial Partners Inc | 12,605 | $5.38M | 0.13% | +137+1.1% | Added |
| TrimTabs Asset Management, LLC | 12,601 | $5.37M | 1.56% | +1,780+16.4% | Added |
| Welch Group, LLC | 12,600 | $5.37M | 0.29% | +150+1.2% | Added |
| Dakota Wealth Management | 12,590 | $5.37M | 0.21% | +240+1.9% | Added |
| Arjuna Capital | 12,575 | $5.36M | 1.68% | +483+4.0% | Added |
| Stokes Capital Advisors, LLC | 12,569 | $5.36M | 1.70% | +996+8.6% | Added |
| Agf Management Ltd | 12,514 | $5.34M | 0.03% | +1,655+15.2% | Added |
| Carret Asset Management, LLC | 12,505 | $5.33M | 0.68% | −235−1.8% | Reduced |
| Capital Insight Partners, LLC | 12,504 | $5.33M | 1.09% | +269+2.2% | Added |
| KP Management LLC | 12,500 | $5.33M | 2.64% | +12,500 | New |
| Avitas Wealth Management LLC | 12,432 | $5.30M | 0.89% | −20.0% | Reduced |
| Patton Albertson Miller Group, LLC | 12,379 | $5.28M | 0.88% | +2,043+19.8% | Added |
| Meridian Wealth Management, LLC | 12,373 | $5.28M | 0.34% | +7,288+143.3% | Added |
| Balentine LLC | 12,358 | $5.27M | 0.17% | +2,001+19.3% | Added |
| Cullinan Associates Inc | 12,350 | $5.27M | 0.29% | −950−7.1% | Reduced |
| BBR Partners, LLC | 12,334 | $5.26M | 0.54% | −960−7.2% | Reduced |
| Clark Asset Management, LLC | 12,330 | $5.26M | 1.92% | −3,762−23.4% | Reduced |
| First Hawaiian Bank | 12,317 | $5.25M | 0.17% | −3,022−19.7% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 12,257 | $5.23M | 2.20% | +195+1.6% | Added |
| Kesler, Norman & Wride, LLC | 12,232 | $5.22M | 1.20% | −182−1.5% | Reduced |
| Psagot Value Holdings Ltd. / (Israel) | 12,199 | $5.20M | 2.35% | −659−5.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 12,184 | $5.20M | 0.27% | −95−0.8% | Reduced |
| Chickasaw Capital Management LLC | 12,161 | $5.19M | 0.27% | +546+4.7% | Added |
| Atlantic Union Bankshares Corp | 12,124 | $5.17M | 0.48% | +2,337+23.9% | Added |
| Leavell Investment Management, Inc. | 12,101 | $5.16M | 0.33% | +511+4.4% | Added |
| Berkeley, Inc | 12,073 | $5.15M | 3.24% | −62−0.5% | Reduced |
| Strategic Global Advisors, LLC | 12,035 | $5.13M | 1.18% | −8,348−41.0% | Reduced |
| Decatur Capital Management, Inc. | 11,996 | $5.12M | 3.07% | +3,381+39.2% | Added |
| Summit Trail Advisors, LLC | 11,971 | $5.11M | 0.17% | −395−3.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 11,958 | $5.10M | 0.41% | −703−5.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 11,778 | $5.02M | 1.38% | +11,622+7,450.0% | Added |
| NEOS Investment Management LLC | 11,724 | $5.00M | 0.47% | +3,469+42.0% | Added |
| S.E.E.D. Planning Group LLC | 11,723 | $5.00M | 2.02% | −184−1.5% | Reduced |
| Jupiter Wealth Management LLC | 11,718 | $5.00M | 2.94% | 00.0% | Unchanged |
| 1st Source Bank | 11,692 | $4.99M | 0.30% | +19+0.2% | Added |
| Sabal Trust CO | 11,653 | $4.97M | 0.31% | −177−1.5% | Reduced |
| Ingalls & Snyder LLC | 11,650 | $4.97M | 0.23% | −557−4.6% | Reduced |
| BKD Wealth Advisors, LLC | 11,639 | $4.96M | 0.14% | −373−3.1% | Reduced |
| V-Square Quantitative Management LLC | 11,566 | $4.93M | 1.18% | +5,301+84.6% | Added |
| Fullerton Fund Management Co Ltd. | 11,549 | $4.93M | 0.29% | +11,549 | New |
| Cramer Rosenthal McGlynn LLC | 11,530 | $4.92M | 0.27% | −4,243−26.9% | Reduced |
| CFM Wealth Partners LLC | 11,529 | $4.92M | 1.11% | +430+3.9% | Added |
| Advanced Asset Management Advisors Inc | 11,495 | $4.90M | 1.17% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 11,491 | $4.90M | 1.80% | +11,491 | New |
| Focus Financial Network Inc | 11,477 | $4.90M | 0.18% | +11,477 | New |
| Mather Group, LLC. | 11,417 | $4.87M | 0.08% | +806+7.6% | Added |
| Lyell Wealth Management, LP | 11,364 | $4.85M | 0.55% | +1,832+19.2% | Added |
| McDonough Capital Management, Inc | 11,344 | $4.84M | 4.18% | −165−1.4% | Reduced |
| BFSG, LLC | 11,297 | $4.82M | 0.70% | +67+0.6% | Added |
| Fairbanks Capital Management, Inc. | 11,280 | $4.81M | 3.43% | +463+4.3% | Added |
| Meeder Advisory Services, Inc. | 11,267 | $4.81M | 0.55% | −13−0.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 11,264 | $4.80M | 0.45% | −273−2.4% | Reduced |
| Geneva Partners, LLC | 11,250 | $4.80M | 2.66% | −1,565−12.2% | Reduced |
| Stanley-Laman Group, Ltd. | 11,248 | $4.80M | 0.73% | +303+2.8% | Added |
| Okabena Investment Services Inc | 11,213 | $4.78M | 1.86% | +3,996+55.4% | Added |
| BancorpSouth Bank | 11,205 | $4.78M | 0.39% | +75+0.7% | Added |
| Yacktman Asset Management LP | 11,130 | $4.75M | 0.04% | 00.0% | Unchanged |
| FJ Investments, LLC | 11,093 | $4.73M | 0.22% | +11,093 | New |
| WealthPLAN Partners, LLC | 11,080 | $4.73M | 0.49% | +172+1.6% | Added |
| FourThought Financial Partners, LLC | 11,059 | $4.72M | 0.59% | +54+0.5% | Added |
| Centric Wealth Management | 10,322 | $4.71M | 1.55% | +419+4.2% | Added |
| NBW Capital LLC | 11,045 | $4.71M | 1.03% | −44−0.4% | Reduced |
| Insigneo Advisory Services, LLC | 10,972 | $4.68M | 0.66% | +3,341+43.8% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,964 | $4.67M | 0.93% | 00.0% | Unchanged |
| Boit C F David | 11,140 | $4.67M | 2.64% | +800+7.7% | Added |
| Clarius Group, LLC | 10,897 | $4.65M | 0.39% | +2,565+30.8% | Added |
| Lake Street Financial LLC | 10,849 | $4.63M | 0.73% | +5,022+86.2% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,848 | $4.63M | 0.87% | +3,468+47.0% | Added |
| Profund Advisors LLC | 10,826 | $4.62M | 0.20% | +1,269+13.3% | Added |
| Penserra Capital Management LLC | 10,803 | $4.61M | 0.09% | −466−4.1% | Reduced |
| Soltis Investment Advisors LLC | 10,779 | $4.60M | 0.52% | +1,116+11.5% | Added |
| IHT Wealth Management, LLC | 10,777 | $4.60M | 0.20% | −123−1.1% | Reduced |
| Kennedy Investment Group | 10,761 | $4.59M | 2.56% | −47−0.4% | Reduced |
| Dempze Nancy E | 10,755 | $4.59M | 3.84% | −104−1.0% | Reduced |
| Adviser Investments LLC | 10,719 | $4.57M | 0.07% | +7,475+230.4% | Added |
| Ameritas Advisory Services, LLC | 10,077 | $4.56M | 0.25% | −59−0.6% | Reduced |