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 |
|---|---|---|---|---|---|
| Hyperion Capital Advisors LP | 5,804 | $2.48M | 1.34% | −247−4.1% | Reduced |
| Optas, LLC | 5,801 | $2.47M | 0.74% | −184−3.1% | Reduced |
| SRS Capital Advisors, Inc. | 5,793 | $2.47M | 0.28% | +142+2.5% | Added |
| S&CO Inc | 5,793 | $2.47M | 0.19% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 5,772 | $2.46M | 0.79% | −97−1.7% | Reduced |
| Kendall Capital Management | 5,766 | $2.46M | 0.96% | +1,013+21.3% | Added |
| MeadowBrook Investment Advisors LLC | 5,745 | $2.45M | 2.34% | +5,745 | New |
| Bank of Hawaii | 5,736 | $2.45M | 0.13% | −44−0.8% | Reduced |
| Continuum Advisory, LLC | 5,731 | $2.44M | 0.35% | +58+1.0% | Added |
| Sweet Financial Partners, LLC | 5,726 | $2.44M | 0.58% | +512+9.8% | Added |
| Skopos Labs, Inc. | 5,724 | $2.44M | 1.16% | +5,724 | New |
| Wrapmanager Inc | 5,719 | $2.44M | 0.72% | −163−2.8% | Reduced |
| Sicart Associates LLC | 5,713 | $2.44M | 0.93% | −150−2.6% | Reduced |
| RiverPark Advisors, LLC | 5,702 | $2.43M | 2.24% | −91−1.6% | Reduced |
| Sander Capital Advisors Inc | 5,693 | $2.43M | 1.24% | −75−1.3% | Reduced |
| Jump Financial, LLC | 5,668 | $2.42M | 0.08% | +1,729+43.9% | Added |
| Aviance Capital Partners, LLC | 5,661 | $2.41M | 0.52% | 00.0% | Unchanged |
| Jacobi Capital Management LLC | 5,644 | $2.41M | 0.25% | −106−1.8% | Reduced |
| Benjamin Edwards Inc | 5,643 | $2.41M | 0.52% | −51−0.9% | Reduced |
| Gold Investment Management Ltd. | 5,642 | $2.41M | 1.03% | +5,642 | New |
| Miracle Mile Advisors, LLC | 5,637 | $2.40M | 0.07% | +306+5.7% | Added |
| Voya Financial Advisors, Inc. | 5,640 | $2.40M | 0.29% | −35−0.6% | Reduced |
| Brighton Jones LLC | 5,626 | $2.40M | 0.10% | +346+6.6% | Added |
| Wright Investors Service Inc | 5,609 | $2.39M | 0.67% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 5,588 | $2.38M | 0.97% | +5,588 | New |
| Bulltick Wealth Management, LLC | 5,586 | $2.38M | 0.55% | +101+1.8% | Added |
| Vestmark Advisory Solutions, Inc. | 5,575 | $2.38M | 0.12% | +727+15.0% | Added |
| Optimum Investment Advisors | 5,575 | $2.38M | 1.20% | −255−4.4% | Reduced |
| Mission Wealth Management, LP | 5,558 | $2.37M | 0.08% | +247+4.7% | Added |
| Pinkerton Retirement Specialists, LLC | 5,556 | $2.37M | 0.46% | −896−13.9% | Reduced |
| LVW Advisors, LLC | 5,553 | $2.37M | 0.44% | +60+1.1% | Added |
| Benchmark Investment Advisors LLC | 5,531 | $2.36M | 2.19% | −102−1.8% | Reduced |
| Staley Capital Advisers Inc | 5,481 | $2.34M | 0.12% | 00.0% | Unchanged |
| Marion Wealth Management | 5,473 | $2.33M | 0.75% | −3,320−37.8% | Reduced |
| Martin & Co Inc | 5,471 | $2.33M | 0.58% | −240−4.2% | Reduced |
| Summit Global Investments | 5,466 | $2.33M | 0.15% | +533+10.8% | Added |
| DeDora Capital, Inc. | 5,462 | $2.33M | 0.82% | +110+2.1% | Added |
| My Legacy Advisors, LLC | 5,456 | $2.33M | 0.84% | +186+3.5% | Added |
| SFM, LLC | 5,454 | $2.33M | 1.92% | +5,454 | New |
| Cornerstone Wealth Management, LLC | 5,452 | $2.33M | 0.20% | −230−4.0% | Reduced |
| Twin Capital Management Inc | 5,445 | $2.32M | 0.30% | −2,159−28.4% | Reduced |
| Weatherly Asset Management L. P. | 5,441 | $2.32M | 0.25% | +339+6.6% | Added |
| Sovereign Financial Group, Inc. | 5,431 | $2.32M | 0.71% | +145+2.7% | Added |
| James Hambro & Partners | 5,417 | $2.31M | 0.12% | −300−5.2% | Reduced |
| Parkside Financial Bank & Trust | 5,393 | $2.30M | 0.42% | +1,203+28.7% | Added |
| Beverly Hills Private Wealth, LLC | 5,389 | $2.30M | 0.60% | −223−4.0% | Reduced |
| Arete Wealth Advisors, LLC | 5,387 | $2.30M | 0.18% | +5,387 | New |
| Cordatus Wealth Management LLC | 5,384 | $2.30M | 1.90% | −38−0.7% | Reduced |
| Main Street Financial Solutions, LLC | 5,377 | $2.29M | 0.30% | +1,739+47.8% | Added |
| Inlet Private Wealth, LLC | 5,372 | $2.29M | 0.70% | 00.0% | Unchanged |
| West Branch Capital LLC | 5,349 | $2.28M | 1.07% | +265+5.2% | Added |
| Richard Bernstein Advisors LLC | 5,346 | $2.28M | 0.05% | +3+0.1% | Added |
| JPL Wealth Management, LLC | 5,342 | $2.28M | 1.64% | +5,342 | New |
| Sepio Capital, LP | 5,338 | $2.28M | 0.19% | +237+4.6% | Added |
| Chilton Capital Management LLC | 5,308 | $2.26M | 0.12% | +599+12.7% | Added |
| Quantum Private Wealth, LLC | 5,306 | $2.26M | 0.95% | 00.0% | Unchanged |
| Girard Partners Ltd. | 5,303 | $2.26M | 0.23% | −7−0.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 5,303 | $2.26M | 0.23% | −6,147−53.7% | Reduced |
| Scott & Selber, Inc. | 5,294 | $2.26M | 0.85% | −66−1.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,294 | $2.26M | 0.35% | −25−0.5% | Reduced |
| Amarillo National Bank | 5,291 | $2.26M | 0.43% | 00.0% | Unchanged |
| GAMMA Investing LLC | 5,009 | $2.25M | 0.61% | +5,009 | New |
| Heartland Bank & Trust Co | 5,275 | $2.25M | 1.55% | −304−5.4% | Reduced |
| Financial Advocates Investment Management | 5,269 | $2.25M | 0.15% | +104+2.0% | Added |
| SRN Advisors, LLC | 5,241 | $2.24M | 2.01% | +274+5.5% | Added |
| Segment Wealth Management, LLC | 5,217 | $2.23M | 0.20% | +519+11.0% | Added |
| Symmetry Partners, LLC | 5,216 | $2.22M | 0.12% | −1,379−20.9% | Reduced |
| Simon Quick Advisors, LLC | 5,210 | $2.22M | 0.20% | +160+3.2% | Added |
| Cyndeo Wealth Partners, LLC | 5,201 | $2.22M | 0.21% | +3,549+214.8% | Added |
| Mechanics Bank Trust Department | 5,188 | $2.21M | 0.35% | +484+10.3% | Added |
| Pegasus Partners Ltd. | 5,180 | $2.21M | 0.26% | −546−9.5% | Reduced |
| Institutional & Family Asset Management, LLC | 5,164 | $2.20M | 0.36% | −9−0.2% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.20M | 0.76% | 00.0% | Unchanged |
| Chicago Trust Co NA | 5,154 | $2.20M | 0.49% | −1,687−24.7% | Reduced |
| Rockingstone Advisors LLC | 5,151 | $2.20M | 1.23% | −5,301−50.7% | Reduced |
| Unique Wealth Strategies, LLC | 5,140 | $2.19M | 1.46% | +5,140 | New |
| Belpointe Asset Management LLC | 5,136 | $2.19M | 0.19% | +115+2.3% | Added |
| Nicholas Hoffman & Company, LLC. | 5,133 | $2.19M | 0.13% | +4+0.1% | Added |
| Riverpark Capital Management LLC | 5,126 | $2.19M | 3.34% | 00.0% | Unchanged |
| Howland Capital Management LLC | 5,125 | $2.19M | 0.12% | −30−0.6% | Reduced |
| Deane Retirement Strategies, Inc. | 5,098 | $2.17M | 1.19% | +14+0.3% | Added |
| Capital Counsel LLC | 5,096 | $2.17M | 0.11% | −250−4.7% | Reduced |
| S.A. Mason LLC | 5,055 | $2.16M | 1.45% | −74−1.4% | Reduced |
| Maia Wealth LLC | 5,034 | $2.15M | 0.87% | +5,034 | New |
| Northwest Bank & Trust Co | 5,028 | $2.14M | 1.93% | +5,028 | New |
| Chatham Capital Group, Inc. | 5,023 | $2.14M | 0.43% | +40+0.8% | Added |
| PKO Investment Management Joint-Stock Co | 5,000 | $2.13M | 0.27% | +5,000 | New |
| Bourne Lent Asset Management Inc | 4,998 | $2.13M | 0.87% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 4,997 | $2.13M | 1.43% | +280+5.9% | Added |
| Principle Wealth Partners LLC | 4,979 | $2.12M | 0.18% | +63+1.3% | Added |
| Prestige Wealth Management Group LLC | 4,978 | $2.12M | 0.48% | +459+10.2% | Added |
| Leo Wealth, LLC | 4,811 | $2.12M | 0.22% | +4,811 | New |
| Carmichael Hill & Associates, Inc. | 4,967 | $2.12M | 0.94% | +10.0% | Added |
| Platform Technology Partners | 4,580 | $2.10M | 0.82% | +71+1.6% | Added |
| Quotient Wealth Partners, LLC | 4,925 | $2.10M | 0.08% | +4,925 | New |
| Great Lakes Retirement, Inc. | 4,919 | $2.10M | 0.35% | +97+2.0% | Added |
| Wealthsource Partners, LLC | 4,914 | $2.10M | 0.14% | +3+0.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 4,909 | $2.09M | 0.41% | −6,494−56.9% | Reduced |
| Headinvest, LLC | 4,901 | $2.09M | 0.43% | −10−0.2% | Reduced |
| Dantai Capital Ltd | 4,900 | $2.09M | 2.64% | +1,900+63.3% | Added |