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 |
|---|---|---|---|---|---|
| Angeles Wealth Management, LLC | 3,999 | $1.71M | 0.21% | −336−7.8% | Reduced |
| Strategic Advocates LLC | 3,998 | $1.71M | 0.72% | +40+1.0% | Added |
| Stonebridge Financial Planning Group, LLC | 3,984 | $1.70M | 0.98% | 00.0% | Unchanged |
| Moloney Securities Asset Management, LLC | 3,971 | $1.69M | 0.27% | +103+2.7% | Added |
| Mayflower Financial Advisors, LLC | 3,967 | $1.69M | 0.23% | +30+0.8% | Added |
| Ossiam | 3,963 | $1.69M | 0.03% | −877−18.1% | Reduced |
| Roof Eidam & Maycock | 3,948 | $1.68M | 0.51% | +10+0.3% | Added |
| Thrive Wealth Management, LLC | 3,944 | $1.68M | 0.37% | −63−1.6% | Reduced |
| PDS Planning, Inc | 3,942 | $1.68M | 0.19% | +50+1.3% | Added |
| Lantern Wealth Advisors, LLC | 3,934 | $1.68M | 1.32% | +3,934 | New |
| Guardian Wealth Management, Inc. | 3,931 | $1.68M | 1.42% | +27+0.7% | Added |
| Legacy Financial Advisors, Inc. | 3,915 | $1.67M | 0.32% | +156+4.2% | Added |
| Independent Solutions Wealth Management, LLC | 3,915 | $1.67M | 0.43% | +563+16.8% | Added |
| HCR Wealth Advisors | 3,908 | $1.67M | 0.26% | +1,737+80.0% | Added |
| Prossimo Advisors, LLC | 3,905 | $1.67M | 3.53% | +35+0.9% | Added |
| Bailard, Inc. | 3,901 | $1.66M | 0.05% | +327+9.1% | Added |
| Tectonic Advisors LLC | 3,893 | $1.66M | 0.14% | +101+2.7% | Added |
| Cinctive Capital Management LP | 3,883 | $1.66M | 0.12% | +2,757+244.8% | Added |
| VeraBank, N.A. | 3,876 | $1.65M | 0.56% | −75−1.9% | Reduced |
| Transatlantique Private Wealth LLC | 3,921 | $1.65M | 0.77% | 00.0% | Unchanged |
| NRI Wealth Management LC | 3,861 | $1.65M | 1.64% | +3,861 | New |
| Essex Savings Bank | 3,858 | $1.65M | 0.48% | +183+5.0% | Added |
| Amussen Hunsaker Associates LLC | 3,843 | $1.64M | 0.33% | +99+2.6% | Added |
| Elmwood Wealth Management, Inc. | 3,842 | $1.64M | 1.15% | −2,420−38.6% | Reduced |
| Aaron Wealth Advisors | 3,839 | $1.64M | 0.27% | −13,963−78.4% | Reduced |
| Nikulski Financial, Inc. | 3,839 | $1.64M | 0.60% | −32−0.8% | Reduced |
| Strategic Planning Group, LLC | 3,829 | $1.63M | 0.54% | +3,829 | New |
| Altman Advisors, Inc. | 3,829 | $1.63M | 0.86% | +42+1.1% | Added |
| M&R Capital Management Inc | 3,826 | $1.63M | 0.41% | +180+4.9% | Added |
| Resources Management Corp | 3,812 | $1.63M | 0.24% | +1,165+44.0% | Added |
| SkyView Investment Advisors, LLC | 3,809 | $1.63M | 0.41% | −252−6.2% | Reduced |
| Strait & Sound Wealth Management LLC | 3,801 | $1.62M | 1.01% | −130−3.3% | Reduced |
| Value Partners Investments Inc. | 3,803 | $1.62M | 0.13% | +262+7.4% | Added |
| Emfo, LLC | 3,809 | $1.62M | 1.51% | −400−9.5% | Reduced |
| Strong Tower Advisory Services | 3,809 | $1.62M | 0.72% | −87−2.2% | Reduced |
| YHB Investment Advisors, Inc. | 3,804 | $1.62M | 0.16% | +31+0.8% | Added |
| Hennessy Advisors Inc | 3,800 | $1.62M | 0.08% | −500−11.6% | Reduced |
| Harvest Fund Management Co., Ltd | 3,790 | $1.62M | 0.25% | −274−6.7% | Reduced |
| Canopy Partners, LLC | 3,791 | $1.62M | 0.99% | +3,791 | New |
| Johnson Financial Group, Inc. | 3,788 | $1.62M | 0.09% | +849+28.9% | Added |
| Synergy Financial Group, LTD | 3,785 | $1.61M | 1.98% | −153−3.9% | Reduced |
| Curated Wealth Partners LLC | 3,773 | $1.61M | 0.26% | +46+1.2% | Added |
| Woodmont Investment Counsel LLC | 3,757 | $1.60M | 0.15% | +117+3.2% | Added |
| Borer Denton & Associates, Inc. | 3,750 | $1.60M | 0.61% | +50+1.4% | Added |
| Cito Capital Group, LLC | 3,750 | $1.60M | 0.69% | 00.0% | Unchanged |
| Promethos Capital, LLC | 3,748 | $1.60M | 1.16% | +3,748 | New |
| ORG Partners LLC | 3,745 | $1.60M | 0.27% | +1,088+40.9% | Added |
| Wallace Advisory Group, LLC | 4,035 | $1.60M | 1.25% | −235−5.5% | Reduced |
| Peterson Wealth Management | 3,744 | $1.60M | 1.44% | +293+8.5% | Added |
| Capital Investment Advisory Services, LLC | 3,740 | $1.60M | 0.15% | −1,296−25.7% | Reduced |
| Archer Investment Corp | 3,737 | $1.59M | 0.51% | +32+0.9% | Added |
| Whittier Trust Co of Nevada Inc | 3,733 | $1.59M | 0.05% | −168−4.3% | Reduced |
| Dunhill Financial, LLC | 3,732 | $1.59M | 1.44% | −1,014−21.4% | Reduced |
| Burns Matteson Capital Management, LLC | 3,731 | $1.59M | 1.12% | −4−0.1% | Reduced |
| BlueCrest Capital Management Ltd | 3,729 | $1.59M | 0.27% | −1,592−29.9% | Reduced |
| Marshall Financial Group LLC | 3,728 | $1.59M | 0.51% | +4+0.1% | Added |
| Quent Capital, LLC | 3,725 | $1.59M | 0.21% | +252+7.3% | Added |
| KCM Investment Advisors LLC | 3,725 | $1.59M | 0.06% | −12−0.3% | Reduced |
| Forum Financial Management, LP | 3,716 | $1.58M | 0.03% | +339+10.0% | Added |
| Redwood Investment Management, LLC | 3,703 | $1.58M | 0.14% | −6,460−63.6% | Reduced |
| Williamson Legacy Group, LLC | 3,684 | $1.57M | 1.46% | +3,684 | New |
| Caption Management, LLC | 3,680 | $1.57M | 0.17% | +3,680 | New |
| Confluence Wealth Services, Inc. | 3,673 | $1.57M | 0.17% | +545+17.4% | Added |
| First National Trust Co | 3,653 | $1.56M | 0.07% | +229+6.7% | Added |
| Formidable Asset Management, LLC | 3,650 | $1.56M | 0.34% | −69−1.9% | Reduced |
| IPG Investment Advisors LLC | 3,608 | $1.54M | 0.31% | −1,242−25.6% | Reduced |
| Copperleaf Capital, LLC | 3,603 | $1.54M | 1.56% | −125−3.4% | Reduced |
| CVA Family Office, LLC | 3,580 | $1.53M | 0.30% | −35−1.0% | Reduced |
| Beaumont Financial Advisors, LLC | 3,580 | $1.53M | 0.14% | −14−0.4% | Reduced |
| Wolverine Trading, LLC | 3,570 | $1.52M | 0.01% | −1,861−34.3% | Reduced |
| Americana Partners, LLC | 3,572 | $1.52M | 0.14% | −1,214−25.4% | Reduced |
| Shepherd Financial Partners LLC | 3,559 | $1.52M | 0.22% | +86+2.5% | Added |
| Cynosure Management, LLC | 3,556 | $1.52M | 0.27% | +362+11.3% | Added |
| Union Savings Bank | 3,552 | $1.51M | 0.86% | −359−9.2% | Reduced |
| Aspiriant, LLC | 3,545 | $1.51M | 0.07% | +18+0.5% | Added |
| Sanders Morris Harris LLC | 3,593 | $1.51M | 0.74% | −1,048−22.6% | Reduced |
| Sage Mountain Advisors LLC | 3,542 | $1.51M | 0.18% | +196+5.9% | Added |
| Davis R M Inc | 3,526 | $1.50M | 0.03% | −120−3.3% | Reduced |
| Heritage Wealth Management, LLC | 3,510 | $1.50M | 0.81% | +3,510 | New |
| Keel Point, LLC | 3,508 | $1.50M | 0.18% | +138+4.1% | Added |
| Dynamic Technology Lab Private Ltd | 3,485 | $1.49M | 0.16% | +1,860+114.5% | Added |
| Fortis Capital Management LLC | 3,469 | $1.48M | 0.38% | +369+11.9% | Added |
| Sierra Capital LLC | 3,450 | $1.47M | 0.22% | −40−1.1% | Reduced |
| Strategic Blueprint, LLC | 3,447 | $1.47M | 0.12% | −307−8.2% | Reduced |
| Founders Financial Securities LLC | 3,444 | $1.47M | 0.16% | +525+18.0% | Added |
| Bell Bank | 3,442 | $1.47M | 0.14% | +370+12.0% | Added |
| Legacy Capital Group California, Inc. | 3,434 | $1.46M | 0.57% | +13+0.4% | Added |
| Private Capital Management, LLC | 3,431 | $1.46M | 0.17% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 3,416 | $1.46M | 0.90% | −32−0.9% | Reduced |
| Three Seasons Wealth, LLC | 3,410 | $1.45M | 1.28% | −113−3.2% | Reduced |
| Intact Investment Management Inc. | 3,400 | $1.45M | 0.06% | 00.0% | Unchanged |
| Concord Wealth Partners | 3,394 | $1.45M | 0.29% | +667+24.5% | Added |
| Koa Wealth Management, LLC | 3,393 | $1.45M | 1.43% | +3,393 | New |
| Avestar Capital, LLC | 3,389 | $1.45M | 0.18% | +659+24.1% | Added |
| Relyea Zuckerberg Hanson LLC | 3,387 | $1.44M | 0.28% | +30+0.9% | Added |
| Compton Wealth Advisory Group, LLC | 3,377 | $1.44M | 0.45% | +167+5.2% | Added |
| Atlas Private Wealth Management | 3,375 | $1.44M | 0.68% | +10.0% | Added |
| Tilt Investment Management Holdings, PBC | 3,373 | $1.44M | 1.55% | −1,079−24.2% | Reduced |
| Whitener Capital Management, Inc. | 3,365 | $1.44M | 0.52% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,364 | $1.43M | 0.31% | +50+1.5% | Added |