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 |
|---|---|---|---|---|---|
| Wealthcare Advisory Partners LLC | 4,892 | $2.09M | 0.08% | +490+11.1% | Added |
| SeaBridge Investment Advisors LLC | 4,883 | $2.08M | 0.61% | +10.0% | Added |
| First United Bank Trust | 4,859 | $2.07M | 0.83% | −162−3.2% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,855 | $2.07M | 0.17% | −88−1.8% | Reduced |
| Caldwell Investment Management Ltd. | 4,838 | $2.07M | 1.59% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 4,832 | $2.06M | 0.21% | +585+13.8% | Added |
| Sentry Investment Management LLC | 4,802 | $2.05M | 0.88% | −30−0.6% | Reduced |
| Citizens Financial Group Inc | 4,798 | $2.05M | 0.07% | +961+25.0% | Added |
| Fortis Group Advisors, LLC | 5,613 | $2.04M | 0.51% | +20.0% | Added |
| Commerzbank Aktiengesellschaft | 4,781 | $2.04M | 0.08% | +780+19.5% | Added |
| Mutual Advisors, LLC | 4,759 | $2.03M | 0.07% | +138+3.0% | Added |
| Ledyard National Bank | 4,757 | $2.03M | 0.21% | −107−2.2% | Reduced |
| Garrison Point Advisors, LLC | 4,751 | $2.03M | 1.43% | −75−1.6% | Reduced |
| Wealth Alliance | 4,746 | $2.02M | 0.28% | −46−1.0% | Reduced |
| Van Hulzen Asset Management, LLC | 4,744 | $2.02M | 0.14% | −1,436−23.2% | Reduced |
| EverSource Wealth Advisors, LLC | 4,730 | $2.02M | 0.18% | −112−2.3% | Reduced |
| Aptus Capital Advisors, LLC | 4,719 | $2.01M | 0.06% | −338−6.7% | Reduced |
| Providence First Trust Co | 4,706 | $2.01M | 0.99% | −15−0.3% | Reduced |
| Synergy Financial Management, LLC | 4,704 | $2.01M | 0.36% | +1,144+32.1% | Added |
| Aubrey Capital Management Ltd | 4,700 | $2.00M | 0.85% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 4,698 | $2.00M | 0.54% | +6+0.1% | Added |
| Delta Financial Group, Inc. | 4,682 | $2.00M | 0.63% | +52+1.1% | Added |
| Able Wealth Management LLC | 4,680 | $2.00M | 1.81% | +4,680 | New |
| Fort Point Capital Partners LLC | 4,679 | $2.00M | 0.31% | −94−2.0% | Reduced |
| Barden Capital Management, Inc. | 4,994 | $1.99M | 1.62% | +645+14.8% | Added |
| Summit Financial, LLC | 4,668 | $1.99M | 0.13% | +207+4.6% | Added |
| Premier Path Wealth Partners, LLC | 4,660 | $1.99M | 0.44% | +4,660 | New |
| Fidelis Capital Partners, LLC | 4,659 | $1.99M | 0.44% | +408+9.6% | Added |
| Patron Partners Advisors, LLC | 4,636 | $1.98M | 1.31% | +131+2.9% | Added |
| Beacon Financial Group | 4,626 | $1.97M | 0.24% | +249+5.7% | Added |
| Evernest Financial Advisors, LLC | 4,613 | $1.97M | 1.00% | +4,613 | New |
| Mirova | 4,608 | $1.97M | 0.40% | +214+4.9% | Added |
| Chemistry Wealth Management LLC | 4,602 | $1.96M | 0.59% | +34+0.7% | Added |
| Geller Advisors LLC | 4,589 | $1.96M | 0.19% | +37+0.8% | Added |
| McDaniel Terry & Co | 4,569 | $1.95M | 0.19% | −390−7.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,569 | $1.95M | 0.53% | +3,083+207.5% | Added |
| Security National Bank | 4,566 | $1.95M | 0.44% | +73+1.6% | Added |
| OV Management LLC | 4,554 | $1.94M | 1.60% | +4,554 | New |
| Ignite Planners, LLC | 4,593 | $1.94M | 0.58% | −6,635−59.1% | Reduced |
| Missouri Trust & Investment Co | 4,541 | $1.94M | 0.78% | −42−0.9% | Reduced |
| BTG Pactual Global Asset Management Ltd | 4,538 | $1.94M | 1.15% | −2,000−30.6% | Reduced |
| Sigma Planning Corp | 4,532 | $1.93M | 0.15% | −5,112−53.0% | Reduced |
| TriaGen Wealth Management LLC | 4,515 | $1.93M | 0.92% | −131−2.8% | Reduced |
| Sargent Investment Group, LLC | 4,513 | $1.92M | 0.42% | +1,843+69.0% | Added |
| Sendero Wealth Management, LLC | 4,511 | $1.92M | 0.36% | +93+2.1% | Added |
| Resonant Capital Advisors, LLC | 4,508 | $1.92M | 0.19% | +1,767+64.5% | Added |
| AdvisorNet Financial, Inc | 4,501 | $1.92M | 0.18% | +333+8.0% | Added |
| Compass Wealth Management LLC | 4,500 | $1.92M | 0.54% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 4,499 | $1.92M | 0.13% | −35−0.8% | Reduced |
| Capital Investment Advisors, LLC | 4,498 | $1.92M | 0.05% | +1,106+32.6% | Added |
| Revolve Wealth Partners, LLC | 4,487 | $1.91M | 0.37% | −300−6.3% | Reduced |
| Cornercap Investment Counsel Inc | 4,478 | $1.91M | 0.31% | +4,478 | New |
| Catalytic Wealth RIA, LLC | 4,478 | $1.91M | 0.86% | +4,478 | New |
| Visionary Wealth Advisors | 4,469 | $1.91M | 0.14% | −842−15.9% | Reduced |
| Manchester Capital Management LLC | 4,440 | $1.89M | 0.25% | +64+1.5% | Added |
| Prosperitas Financial LLC | 4,436 | $1.89M | 1.39% | +367+9.0% | Added |
| Mirabella Financial Services LLP | 4,420 | $1.89M | 0.27% | +4,420 | New |
| Evergreen Wealth Solutions, LLC | 4,413 | $1.88M | 1.61% | −243−5.2% | Reduced |
| Alapocas Investment Partners, Inc. | 4,350 | $1.86M | 1.17% | −3−0.1% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,344 | $1.85M | 0.09% | +1,108+34.2% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,335 | $1.85M | 1.30% | −700−13.9% | Reduced |
| Kapitalo Investimentos Ltda | 4,320 | $1.84M | 0.38% | −96−2.2% | Reduced |
| First Horizon Advisors, Inc. | 4,299 | $1.83M | 0.06% | +35+0.8% | Added |
| Kelman-Lazarov, Inc. | 4,297 | $1.83M | 0.40% | −32−0.7% | Reduced |
| Westhampton Capital, LLC | 4,287 | $1.83M | 1.09% | −18−0.4% | Reduced |
| Aua Capital Management, LLC | 4,284 | $1.83M | 1.14% | +34+0.8% | Added |
| Arbor Capital Management Inc | 4,345 | $1.82M | 1.37% | −65−1.5% | Reduced |
| Redwood Investments, LLC | 4,264 | $1.82M | 0.47% | −866−16.9% | Reduced |
| Transcend Wealth Collective, LLC | 4,264 | $1.82M | 0.16% | +10.0% | Added |
| Smith, Moore & Co. | 4,261 | $1.82M | 0.21% | +67+1.6% | Added |
| StoneX Group Inc. | 4,257 | $1.82M | 0.18% | +1,128+36.0% | Added |
| Bard Financial Services, Inc. | 4,255 | $1.81M | 0.20% | +135+3.3% | Added |
| Stevens Capital Management LP | 4,251 | $1.81M | 0.45% | +2,034+91.7% | Added |
| Consilium Wealth Advisory, LLC | 4,250 | $1.81M | 1.09% | +261+6.5% | Added |
| Clark Capital Management Group, Inc. | 4,248 | $1.81M | 0.01% | +2,211+108.5% | Added |
| Arthur M. Cohen & Associates, LLC | 4,224 | $1.80M | 0.42% | −65−1.5% | Reduced |
| Vise Technologies, Inc. | 4,217 | $1.80M | 0.39% | −618−12.8% | Reduced |
| David Loasby | 4,283 | $1.80M | 0.19% | −599−12.3% | Reduced |
| Intelligent Financial Strategies | 4,202 | $1.79M | 1.25% | 00.0% | Unchanged |
| Alta Fox Capital Management, LLC | 4,200 | $1.79M | 1.15% | 00.0% | Unchanged |
| Nations Financial Group Inc, | 4,196 | $1.79M | 0.17% | +69+1.7% | Added |
| Ameliora Wealth Management Ltd. | 4,195 | $1.79M | 0.89% | 00.0% | Unchanged |
| Cornerstone Wealth Group, LLC | 4,191 | $1.79M | 0.26% | +131+3.2% | Added |
| Point72 Hong Kong Ltd | 4,182 | $1.78M | 0.11% | +4,182 | New |
| Mystic Asset Management, Inc. | 4,145 | $1.77M | 0.85% | +55+1.3% | Added |
| Mount Yale Investment Advisors, LLC | 4,131 | $1.76M | 0.17% | −121−2.8% | Reduced |
| Liberty Capital Management, Inc. | 4,127 | $1.76M | 0.46% | 00.0% | Unchanged |
| Old Mission Capital LLC | 4,119 | $1.76M | 0.05% | +2,317+128.6% | Added |
| Cape Investment Advisory, Inc. | 4,105 | $1.75M | 0.86% | −117−2.8% | Reduced |
| World Equity Group, Inc. | 4,099 | $1.75M | 0.35% | +292+7.7% | Added |
| RMR Wealth Builders | 4,092 | $1.75M | 0.25% | −149−3.5% | Reduced |
| Scharf Investments, LLC | 4,082 | $1.74M | 0.05% | +178+4.6% | Added |
| Paragon Advisors, LLC | 4,078 | $1.74M | 0.74% | +4,078 | New |
| Farmers & Merchants Trust Co of Long Beach | 4,062 | $1.73M | 0.46% | −20.0% | Reduced |
| Caxton Associates LP | 4,048 | $1.73M | 0.09% | +4,048 | New |
| Everpar Advisors LLC | 4,047 | $1.73M | 0.80% | +4,047 | New |
| Richwood Investment Advisors, LLC | 4,043 | $1.72M | 1.62% | +258+6.8% | Added |
| Arrow Financial Corp | 4,039 | $1.72M | 0.18% | −106−2.6% | Reduced |
| CIC Wealth, LLC | 4,009 | $1.71M | 0.54% | −129−3.1% | Reduced |
| Trifecta Capital Advisors, LLC | 4,006 | $1.71M | 0.47% | +43+1.1% | Added |