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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 3,364 | $1.43M | 0.48% | +48+1.4% | Added |
| Bray Capital Advisors | 3,353 | $1.43M | 0.40% | −75−2.2% | Reduced |
| Montecito Bank & Trust | 3,350 | $1.43M | 0.31% | +235+7.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,318 | $1.42M | 0.27% | +298+9.9% | Added |
| Edge Capital Group, LLC | 3,307 | $1.41M | 0.08% | +80+2.5% | Added |
| New Millennium Group LLC | 3,304 | $1.41M | 1.25% | +2,807+564.8% | Added |
| MainStreet Investment Advisors LLC | 3,303 | $1.41M | 0.16% | +36+1.1% | Added |
| J.W. Cole Advisors, Inc. | 3,276 | $1.40M | 0.08% | +690+26.7% | Added |
| Essex Financial Services, Inc. | 3,275 | $1.40M | 0.14% | +136+4.3% | Added |
| First National Bank Sioux Falls | 3,253 | $1.39M | 0.71% | 00.0% | Unchanged |
| Middleton & Co Inc | 3,253 | $1.39M | 0.17% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 3,245 | $1.38M | 0.50% | −562−14.8% | Reduced |
| Buckhead Capital Management LLC | 3,240 | $1.38M | 0.51% | −20−0.6% | Reduced |
| Heritage Trust Co | 3,238 | $1.38M | 0.19% | +61+1.9% | Added |
| Barings LLC | 3,215 | $1.37M | 0.04% | −143−4.3% | Reduced |
| Copperwynd Financial, LLC | 3,200 | $1.36M | 0.54% | −39−1.2% | Reduced |
| United Community Bank | 3,182 | $1.36M | 0.57% | −97−3.0% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 3,172 | $1.35M | 0.60% | +3,172 | New |
| Fiduciary Family Office, LLC | 3,162 | $1.35M | 0.59% | +3,162 | New |
| Doliver Advisors, LP | 3,160 | $1.35M | 0.41% | −31−1.0% | Reduced |
| Buckingham Strategic Partners | 3,158 | $1.35M | 0.06% | +359+12.8% | Added |
| PFG Advisors | 3,153 | $1.34M | 0.11% | +336+11.9% | Added |
| Violich Capital Management, Inc. | 3,150 | $1.34M | 0.22% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,148 | $1.34M | 1.19% | +441+16.3% | Added |
| Steinberg Asset Management LLC | 3,140 | $1.34M | 1.18% | −236−7.0% | Reduced |
| Omnia Family Wealth, LLC | 3,137 | $1.34M | 0.69% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,136 | $1.34M | 0.27% | −118−3.6% | Reduced |
| Gilbert & Cook, Inc. | 3,134 | $1.34M | 0.19% | +241+8.3% | Added |
| Principal Street Partners, LLC | 3,113 | $1.33M | 0.32% | −158−4.8% | Reduced |
| Venturi Wealth Management, LLC | 3,113 | $1.33M | 0.09% | −64−2.0% | Reduced |
| SC&H Financial Advisors, Inc. | 3,111 | $1.33M | 0.38% | 00.0% | Unchanged |
| Ratan Capital Management LP | 3,100 | $1.32M | 0.86% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,093 | $1.32M | 0.24% | 00.0% | Unchanged |
| Private Capital Management LLC | 3,083 | $1.31M | 0.32% | +150+5.1% | Added |
| Trust Investment Advisors | 3,081 | $1.31M | 1.02% | −89−2.8% | Reduced |
| Cooper Financial Group | 3,069 | $1.31M | 0.24% | +338+12.4% | Added |
| Concord Asset Management, LLC | 3,069 | $1.31M | 0.38% | +1,209+65.0% | Added |
| Cahill Financial Advisors Inc | 3,068 | $1.31M | 0.19% | −80−2.5% | Reduced |
| Ninepoint Partners LP | 3,066 | $1.31M | 0.18% | +149+5.1% | Added |
| Morris Retirement Advisors, LLC | 3,040 | $1.30M | 0.85% | +2,334+330.6% | Added |
| Glassman Wealth Services | 3,036 | $1.29M | 0.18% | +2+0.1% | Added |
| HF Advisory Group, LLC | 3,032 | $1.29M | 0.83% | +242+8.7% | Added |
| Intelligence Driven Advisers, LLC | 2,878 | $1.29M | 0.21% | +904+45.8% | Added |
| Brandywine Oak Private Wealth LLC | 3,029 | $1.29M | 0.14% | −27−0.9% | Reduced |
| Ellevest, Inc. | 3,028 | $1.29M | 0.09% | +9+0.3% | Added |
| 4J Wealth Management LLC | 3,027 | $1.29M | 1.18% | −210−6.5% | Reduced |
| BNC Wealth Management, LLC | 3,026 | $1.29M | 0.61% | +6+0.2% | Added |
| Brown Shipley& Co Ltd | 3,018 | $1.29M | 0.64% | −814−21.2% | Reduced |
| TCI Wealth Advisors, Inc. | 3,014 | $1.29M | 0.14% | −160−5.0% | Reduced |
| Intellectus Partners, LLC | 3,009 | $1.28M | 0.37% | −40−1.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 3,007 | $1.28M | 0.12% | −1,016−25.3% | Reduced |
| Encompass Wealth Advisors, LLC | 2,996 | $1.28M | 0.38% | 00.0% | Unchanged |
| Castleview Partners, LLC | 2,995 | $1.28M | 0.89% | +115+4.0% | Added |
| Aspen Grove Capital, LLC | 2,992 | $1.27M | 0.39% | −34−1.1% | Reduced |
| Chesapeake Wealth Management | 2,948 | $1.26M | 0.49% | +135+4.8% | Added |
| Marcum Wealth, LLC | 2,939 | $1.25M | 0.13% | −149−4.8% | Reduced |
| Acropolis Investment Management, LLC | 2,928 | $1.25M | 0.09% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 2,925 | $1.25M | 0.48% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 2,915 | $1.24M | 0.74% | −22−0.7% | Reduced |
| Meridian Wealth Advisors, LLC | 2,907 | $1.24M | 0.27% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 2,904 | $1.24M | 0.32% | −145−4.8% | Reduced |
| EPG Wealth Management LLC | 2,684 | $1.24M | 0.33% | +72+2.8% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 2,880 | $1.23M | 0.09% | +2,880 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,879 | $1.23M | 0.24% | −382−11.7% | Reduced |
| BLB&B Advisors, LLC | 2,877 | $1.23M | 0.08% | +231+8.7% | Added |
| Lifestyle Asset Management, Inc. | 2,870 | $1.22M | 0.68% | −60−2.0% | Reduced |
| Excalibur Management Corp | 2,868 | $1.22M | 0.57% | +76+2.7% | Added |
| Mosaic Family Wealth Partners, LLC | 2,866 | $1.22M | 0.21% | +732+34.3% | Added |
| Everhart Financial Group, Inc. | 2,866 | $1.22M | 0.43% | +274+10.6% | Added |
| Regatta Capital Group, LLC | 2,865 | $1.22M | 0.32% | −69−2.4% | Reduced |
| Israel Discount Bank of New York | 2,854 | $1.22M | 0.95% | −155−5.2% | Reduced |
| Aigen Investment Management, LP | 2,853 | $1.22M | 0.22% | +2,853 | New |
| American National Bank | 2,851 | $1.22M | 0.19% | −38−1.3% | Reduced |
| Allstate Corp | 2,845 | $1.21M | 0.08% | −154−5.1% | Reduced |
| Paladin Advisory Group, LLC | 2,838 | $1.21M | 1.00% | −150−5.0% | Reduced |
| Prudent Man Advisors, LLC | 2,838 | $1.21M | 0.45% | −58−2.0% | Reduced |
| PFG Investments, LLC | 2,835 | $1.21M | 0.22% | +109+4.0% | Added |
| Hara Capital LLC | 2,834 | $1.21M | 0.85% | +2,834 | New |
| Laidlaw Wealth Management LLC | 2,830 | $1.21M | 0.44% | −136−4.6% | Reduced |
| Culbertson A N & Co Inc | 2,830 | $1.21M | 0.22% | 00.0% | Unchanged |
| Hilltop Partners LLC | 2,826 | $1.21M | 0.47% | +292+11.5% | Added |
| Colonial Trust Advisors | 2,822 | $1.20M | 0.13% | 00.0% | Unchanged |
| Red Wave Investments LLC | 2,818 | $1.20M | 0.47% | −10.0% | Reduced |
| Forbes J M & Co LLP | 2,816 | $1.20M | 0.14% | +57+2.1% | Added |
| Affinity Capital Advisors, LLC | 2,802 | $1.20M | 0.29% | −113−3.9% | Reduced |
| Darden Wealth Group Inc | 2,789 | $1.19M | 1.14% | +2,789 | New |
| Valmark Advisers, Inc. | 2,783 | $1.19M | 0.02% | +1,534+122.8% | Added |
| Veracity Capital LLC | 2,782 | $1.19M | 0.48% | +20+0.7% | Added |
| Legacy Capital Wealth Partners, LLC | 2,767 | $1.18M | 0.33% | −273−9.0% | Reduced |
| Hamilton Capital, LLC | 2,764 | $1.18M | 0.09% | +57+2.1% | Added |
| Cim Investment Mangement Inc | 2,763 | $1.18M | 0.38% | 00.0% | Unchanged |
| Plancorp, LLC | 2,758 | $1.18M | 0.06% | +664+31.7% | Added |
| Journey Strategic Wealth LLC | 2,750 | $1.17M | 0.06% | +462+20.2% | Added |
| Pacifica Partners Inc. | 2,865 | $1.17M | 0.58% | −175−5.8% | Reduced |
| Harbour Investments, Inc. | 2,746 | $1.17M | 0.05% | +1,069+63.7% | Added |
| 3Chopt Investment Partners, LLC | 2,738 | $1.17M | 0.43% | +2,738 | New |
| Virtue Capital Management, LLC | 2,790 | $1.17M | 0.24% | −417−13.0% | Reduced |
| Drive Wealth Management, LLC | 2,735 | $1.17M | 0.38% | −76−2.7% | Reduced |
| KRS Capital Management, LLC | 2,724 | $1.16M | 1.08% | +110+4.2% | Added |
| Retirement Guys Formula LLC | 2,718 | $1.16M | 0.62% | +266+10.8% | Added |