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 |
|---|---|---|---|---|---|
| Wedbush Securities Inc | 22,087 | $9.42M | 0.42% | +1,647+8.1% | Added |
| Broadleaf Partners, LLC | 22,065 | $9.41M | 2.76% | −6,413−22.5% | Reduced |
| Telemus Capital, LLC | 22,042 | $9.40M | 0.78% | +385+1.8% | Added |
| Gotham Asset Management, LLC | 22,012 | $9.39M | 0.17% | +3,997+22.2% | Added |
| Boston Research & Management Inc | 22,011 | $9.39M | 2.49% | +290+1.3% | Added |
| Horizon Kinetics Asset Management LLC | 21,856 | $9.32M | 0.20% | −10,874−33.2% | Reduced |
| Tompkins Financial Corp | 21,733 | $9.27M | 1.12% | +1,041+5.0% | Added |
| Foundations Investment Advisors, LLC | 19,893 | $9.17M | 0.25% | +3,552+21.7% | Added |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 21,390 | $9.12M | 0.43% | +630+3.0% | Added |
| Empowered Funds, LLC | 21,314 | $9.09M | 0.23% | −925−4.2% | Reduced |
| Bleakley Financial Group, LLC | 21,194 | $9.04M | 0.29% | −2,851−11.9% | Reduced |
| RKL Wealth Management LLC | 21,192 | $9.04M | 0.98% | −490−2.3% | Reduced |
| Fruth Investment Management | 21,181 | $9.03M | 2.53% | −25−0.1% | Reduced |
| Stock Yards Bank & Trust Co | 21,101 | $9.00M | 0.32% | −1,200−5.4% | Reduced |
| First National Bank of Omaha | 21,050 | $8.98M | 0.57% | −3,656−14.8% | Reduced |
| Fundsmith Investment Services Ltd. | 20,958 | $8.94M | 0.13% | +2,374+12.8% | Added |
| Harbor Capital Advisors, Inc. | 20,932 | $8.93M | 1.73% | −92−0.4% | Reduced |
| Quest Investment Management LLC | 20,835 | $8.89M | 1.12% | −12,146−36.8% | Reduced |
| Flputnam Investment Management Co | 20,713 | $8.83M | 0.21% | +30+0.1% | Added |
| Crystal Rock Capital Management | 20,684 | $8.82M | 5.82% | 00.0% | Unchanged |
| Clear Harbor Asset Management, LLC | 20,656 | $8.81M | 0.84% | +862+4.4% | Added |
| Snowden Capital Advisors LLC | 20,636 | $8.80M | 0.34% | +527+2.6% | Added |
| Gifford Fong Associates | 20,409 | $8.71M | 1.85% | 00.0% | Unchanged |
| Cypress Capital Group | 20,347 | $8.68M | 1.13% | −391−1.9% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 20,279 | $8.65M | 0.58% | −1,263−5.9% | Reduced |
| Royal Capital Wealth Management, LLC | 20,278 | $8.65M | 7.49% | −163−0.8% | Reduced |
| Progressive Investment Management Corp | 20,223 | $8.63M | 2.45% | −47−0.2% | Reduced |
| Desjardins Global Asset Management Inc. | 20,187 | $8.61M | 0.93% | +5,265+35.3% | Added |
| Gradient Investments LLC | 20,175 | $8.60M | 0.21% | −388−1.9% | Reduced |
| Cypress Asset Management Inc | 20,149 | $8.59M | 2.59% | −87−0.4% | Reduced |
| Proequities, Inc. | 20,132 | $8.59M | 0.61% | −1,070−5.0% | Reduced |
| Icon Advisers Inc | 20,080 | $8.56M | 1.96% | 00.0% | Unchanged |
| Agur Provident & Training Funds Management Ltd | 20,080 | $8.56M | 2.61% | 00.0% | Unchanged |
| SeaTown Holdings Pte. Ltd. | 20,002 | $8.53M | 1.17% | +6,200+44.9% | Added |
| Bluegrass Capital Partners LP | 20,000 | $8.53M | 10.08% | −8,000−28.6% | Reduced |
| Blackhill Capital Inc | 20,000 | $8.53M | 0.68% | 00.0% | Unchanged |
| Northeast Investment Management | 19,970 | $8.52M | 0.46% | −333−1.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 19,939 | $8.50M | 1.01% | −653−3.2% | Reduced |
| Sumitomo Life Insurance Co | 19,931 | $8.50M | 0.26% | +8,119+68.7% | Added |
| American Money Management, LLC | 19,921 | $8.50M | 1.92% | +59+0.3% | Added |
| Alberta Investment Management Corp | 19,900 | $8.49M | 0.08% | 00.0% | Unchanged |
| Napean Trading & Investment Co (Singapore) PTE Ltd | 19,837 | $8.46M | 2.29% | +19,837 | New |
| Signaturefd, LLC | 19,782 | $8.44M | 0.19% | +2,434+14.0% | Added |
| CX Institutional | 19,756 | $8.43M | 0.45% | +361+1.9% | Added |
| McKinley Carter Wealth Services, Inc. | 19,726 | $8.41M | 0.62% | +2,011+11.4% | Added |
| Ninety One North America, Inc. | 19,710 | $8.41M | 0.41% | −25−0.1% | Reduced |
| Oak Harvest Investment Services | 19,653 | $8.38M | 1.67% | −429−2.1% | Reduced |
| Sequoia Financial Advisors, LLC | 19,576 | $8.35M | 0.10% | +7,759+65.7% | Added |
| City Holding Co | 19,488 | $8.31M | 1.34% | −687−3.4% | Reduced |
| GTS Securities LLC | 19,445 | $8.29M | 0.18% | −3,080−13.7% | Reduced |
| Canandaigua National Bank & Trust Co | 19,437 | $8.29M | 1.28% | +83+0.4% | Added |
| 1623 Capital LLC | 19,170 | $8.18M | 4.74% | +130+0.7% | Added |
| Dynamic Advisor Solutions LLC | 19,305 | $8.10M | 0.30% | +7,909+69.4% | Added |
| Sowell Financial Services LLC | 18,979 | $8.10M | 0.44% | +653+3.6% | Added |
| Solidarilty Wealth, LLC | 18,898 | $8.06M | 2.91% | +269+1.4% | Added |
| IFP Advisors, Inc | 18,879 | $8.05M | 0.38% | −39−0.2% | Reduced |
| Contravisory Investment Management, Inc. | 18,838 | $8.03M | 1.97% | −44−0.2% | Reduced |
| Avantax Advisory Services, Inc. | 18,823 | $8.03M | 0.08% | −251−1.3% | Reduced |
| Certified Advisory Corp | 18,814 | $8.02M | 1.22% | −630−3.2% | Reduced |
| Boston Private Wealth LLC | 18,725 | $7.99M | 0.19% | +1,343+7.7% | Added |
| Shelton Capital Management | 18,720 | $7.98M | 0.25% | +1,226+7.0% | Added |
| TBH Global Asset Management, LLC | 18,688 | $7.97M | 1.63% | −2,047−9.9% | Reduced |
| Bennett Selby Investments LP | 18,669 | $7.96M | 4.08% | +262+1.4% | Added |
| South Street Advisors LLC | 18,644 | $7.95M | 1.49% | +53+0.3% | Added |
| Altrafin AG | 18,609 | $7.94M | 3.06% | +3,333+21.8% | Added |
| Wisconsin Capital Management LLC | 18,582 | $7.93M | 4.71% | −20−0.1% | Reduced |
| Charter Trust Co | 18,531 | $7.90M | 0.59% | −396−2.1% | Reduced |
| Knollwood Investment Advisory, LLC | 18,525 | $7.90M | 1.64% | +12,400+202.4% | Added |
| Delaney Dennis R | 18,450 | $7.87M | 4.66% | −18−0.1% | Reduced |
| Leuthold Group, LLC | 18,439 | $7.86M | 0.98% | −11−0.1% | Reduced |
| Fiduciary Group LLC | 18,396 | $7.85M | 0.92% | −201−1.1% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 18,380 | $7.84M | 5.83% | −2,402−11.6% | Reduced |
| Peloton Wealth Strategists | 18,377 | $7.84M | 3.39% | −288−1.5% | Reduced |
| CAPROCK Group, Inc. | 18,296 | $7.80M | 0.50% | +421+2.4% | Added |
| Live Oak Private Wealth LLC | 18,289 | $7.80M | 1.47% | −51−0.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 18,189 | $7.76M | 0.77% | −5,740−24.0% | Reduced |
| Callahan Advisors, LLC | 18,141 | $7.74M | 0.90% | +5,869+47.8% | Added |
| Raymond James Trust N.A. | 18,099 | $7.72M | 0.20% | +1,093+6.4% | Added |
| Berger Financial Group, Inc | 18,071 | $7.71M | 0.80% | −251−1.4% | Reduced |
| Veriti Management LLC | 17,996 | $7.68M | 0.69% | +2,861+18.9% | Added |
| Physicians Financial Services, Inc. | 17,985 | $7.67M | 2.91% | −15−0.1% | Reduced |
| Vancity Investment Management Ltd | 17,949 | $7.66M | 1.12% | −3,328−15.6% | Reduced |
| Burney Co | 17,924 | $7.64M | 0.32% | +217+1.2% | Added |
| U.S. Capital Wealth Advisors, LLC | 17,894 | $7.63M | 0.30% | −528−2.9% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 17,835 | $7.61M | 3.03% | −25−0.1% | Reduced |
| Saybrook Capital | 17,833 | $7.61M | 2.11% | −135−0.8% | Reduced |
| Roman Butler Fullerton & Co | 17,316 | $7.59M | 2.96% | +592+3.5% | Added |
| FDx Advisors, Inc. | 17,771 | $7.58M | 0.59% | −1,954−9.9% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 17,757 | $7.58M | 0.68% | 00.0% | Unchanged |
| Trexquant Investment LP | 17,711 | $7.55M | 0.17% | −2,845−13.8% | Reduced |
| Ironwood Investment Counsel, LLC | 17,708 | $7.55M | 1.41% | −70−0.4% | Reduced |
| Hills Bank & Trust Co | 17,668 | $7.54M | 0.74% | +90+0.5% | Added |
| Kovitz Investment Group Partners, LLC | 17,561 | $7.49M | 0.12% | −14−0.1% | Reduced |
| King Wealth | 17,556 | $7.49M | 1.45% | −685−3.8% | Reduced |
| Kingdon Capital Management, L.L.C. | 17,500 | $7.46M | 1.42% | +17,500 | New |
| Infusive Asset Management Inc. | 17,464 | $7.45M | 3.38% | +17,464 | New |
| Jefferies Financial Group Inc. | 17,437 | $7.44M | 0.12% | +7,381+73.4% | Added |
| Investment House LLC | 17,378 | $7.41M | 0.52% | −4,090−19.1% | Reduced |
| Pegasus Asset Management, Inc. | 17,373 | $7.41M | 3.18% | +68+0.4% | Added |
| Vantage Investment Partners, LLC | 17,356 | $7.40M | 0.74% | +5,841+50.7% | Added |