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Livermore
Livermore
ZHEN

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 13 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, Q1 2024

Institutional positions in Mastercard Inc as of Mar 31, 2024. 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
3,123
+124 vs. Q4 2023
Shares held
714.7M
+2.44M (+0.3%) vs. Q4 2023
Total value
$343.5B
+$39.7B (+13.1%) vs. Q4 2023
New holders
229
1,227 more added
Sold out
105
1,214 more reduced

43 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 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.

Institutional holdersQ1 2024: 3,123 institutions
Q1 2021: 2,484 institutionsQ2 2021: 2,494 institutionsQ3 2021: 2,455 institutionsQ4 2021: 2,646 institutionsQ1 2022: 2,624 institutionsQ2 2022: 2,595 institutionsQ3 2022: 2,556 institutionsQ4 2022: 2,715 institutionsQ1 2023: 2,738 institutionsQ2 2023: 2,788 institutionsQ3 2023: 2,823 institutionsQ4 2023: 3,042 institutionsQ1 2024: 3,123 institutionsQ2 2024: 3,123 institutionsQ3 2024: 3,147 institutionsQ4 2024: 3,450 institutionsQ1 2025: 3,492 institutionsQ2 2025: 3,537 institutionsQ3 2025: 3,512 institutionsQ4 2025: 3,742 institutionsQ1 2026: 3,634 institutionsQ2 2026: 3,633 institutions
Value heldQ1 2024: $343.5B
Q1 2021: $265.3BQ2 2021: $270.2BQ3 2021: $255.2BQ4 2021: $264.8BQ1 2022: $262.5BQ2 2022: $231.2BQ3 2022: $207.8BQ4 2022: $253.3BQ1 2023: $263.3BQ2 2023: $282.6BQ3 2023: $283.0BQ4 2023: $305.0BQ1 2024: $343.5BQ2 2024: $314.8BQ3 2024: $351.6BQ4 2024: $422.8BQ1 2025: $438.3BQ2 2025: $448.2BQ3 2025: $445.2BQ4 2025: $450.8BQ1 2026: $383.8BQ2 2026: $396.2B
Institutions holding MA and their total value by quarter
QuarterHoldersValue
Q2 20263,633$396.2B
Q1 20263,634$383.8B
Q4 20253,742$450.8B
Q3 20253,512$445.2B
Q2 20253,537$448.2B
Q1 20253,492$438.3B
Q4 20243,450$422.8B
Q3 20243,147$351.6B
Q2 20243,123$314.8B
Q1 20243,123$343.5B
Q4 20233,042$305.0B
Q3 20232,823$283.0B
Q2 20232,788$282.6B
Q1 20232,738$263.3B
Q4 20222,715$253.3B
Q3 20222,556$207.8B
Q2 20222,595$231.2B
Q1 20222,624$262.5B
Q4 20212,646$264.8B
Q3 20212,455$255.2B
Q2 20212,494$270.2B
Q1 20212,484$265.3B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q4 2023.

Institutions holding MA in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Global Assets Advisory, LLC421,949$8820.04%+421,949New
Horizon Financial Services, LLC2$9630.00%+2New
Horrell Capital Management, Inc.2$1.00K0.00%00.0%Unchanged
PEAK6 Investments LLC2$1.10K0.00%+1+100.0%Added
Lummis Asset Management, LP4$1.93K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC4$1.93K0.00%−1−20.0%Reduced
Partnership Wealth Management, LLC7$3.37K0.00%00.0%Unchanged
MUFG Securities EMEA plc7$3.37K0.00%00.0%Unchanged
TD Capital Management LLC7$3.38K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC8$3.85K0.00%00.0%Unchanged
Hallmark Capital Management Inc9$4.33K0.00%−133−93.7%Reduced
Alaska Permanent Fund Corp10$4.82K0.00%+10New
PrairieView Partners, LLC10$5.00K0.00%+10New
Westside Investment Management, Inc.11$5.30K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC11$5.30K0.00%00.0%Unchanged
Macroview Investment Management LLC11$5.30K0.01%+11New
FPC Investment Advisory, Inc.12$5.55K0.01%+12New
Chesapeake Asset Management LLC12$5.78K0.01%−19−61.3%Reduced
Tucker Asset Management LLC12$5.78K0.00%+6+100.0%Added
Financial Connections Group, Inc.12$6.00K0.01%−235−95.1%Reduced
Cedar Wealth Management, LLC14$6.74K0.00%+14New
Hoese & Co LLP15$7.12K0.01%−11−42.3%Reduced
TSFG, LLC17$8.00K0.00%−21−55.3%Reduced
Keener Financial Planning LLC16$8.00K0.01%00.0%Unchanged
PayPay Securities Corp17$8.19K0.41%−4−19.0%Reduced
Longfellow Investment Management Co LLC18$8.67K0.00%00.0%Unchanged
TruNorth Capital Management, LLC20$9.63K0.00%+20New
JDM Financial Group LLC20$9.73K0.01%00.0%Unchanged
Financial Avengers, Inc.20$9.75K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC23$9.81K0.01%00.0%Unchanged
Rakuten Securities, Inc.21$10.1K0.00%−20−48.8%Reduced
Abich Financial Wealth Management LLC21$10.1K0.01%00.0%Unchanged
Islay Capital Management, LLC21$10.1K0.01%00.0%Unchanged
Sit Investment Associates Inc22$11.0K0.00%00.0%Unchanged
CarsonAllaria Wealth Management, Ltd.23$11.4K0.01%00.0%Unchanged
TCTC Holdings, LLC25$12.0K0.00%00.0%Unchanged
Atlas Capital Advisors LLC25$12.0K0.00%00.0%Unchanged
Moisand Fitzgerald Tamayo, LLC28$13.5K0.00%00.0%Unchanged
Sanctuary Wealth Management, L.L.C.28$13.5K0.01%00.0%Unchanged
Highline Wealth Partners LLC28$13.5K0.01%00.0%Unchanged
Tanglewood Legacy Advisors, LLC31$14.9K0.01%00.0%Unchanged
Tfo-TDC, LLC33$15.9K0.00%00.0%Unchanged
Fairman Group, LLC33$15.9K0.02%00.0%Unchanged
Studio Investment Management LLC35$16.9K0.00%00.0%Unchanged
Robbins Farley LLC36$17.3K0.01%00.0%Unchanged
Ruedi Wealth Management, Inc.36$17.3K0.01%+36New
Tacita Capital Inc38$18.3K0.01%−15−28.3%Reduced
Delos Wealth Advisors, LLC38$18.3K0.02%+36+1,800.0%Added
Kiely Wealth Advisory Group, Inc.40$18.3K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC41$19.6K0.01%−25−37.9%Reduced
Naples Money Management LLC41$19.7K0.02%00.0%Unchanged
Tradewinds Capital Management, LLC41$19.8K0.01%+35+583.3%Added
Mma Asset Management LLC43$20.7K0.01%+43New
Anfield Capital Management, LLC44$21.2K0.01%+44New
Financial Synergies Wealth Advisors, Inc.44$21.2K0.00%−38−46.3%Reduced
Princeton Global Asset Management LLC44$21.3K0.01%00.0%Unchanged
Provenance Wealth Advisors, LLC46$22.2K0.00%−15−24.6%Reduced
Beaird Harris Wealth Management, LLC46$22.2K0.00%−25−35.2%Reduced
DAGCO, Inc.49$23.6K0.01%−65−57.0%Reduced
4Thought Financial Group Inc.49$23.6K0.02%00.0%Unchanged
Game Plan Financial Advisors, LLC49$23.6K0.01%+29+145.0%Added
Creekmur Asset Management LLC49$23.6K0.01%+38+345.5%Added
Raelipskie Partnership50$24.1K0.01%00.0%Unchanged
Essex Investment Management Co LLC50$24.1K0.00%00.0%Unchanged
Lowe Wealth Advisors, LLC50$24.1K0.01%00.0%Unchanged
Hoey Investments, Inc50$24.1K0.01%00.0%Unchanged
Stephens Consulting, LLC51$24.6K0.01%00.0%Unchanged
Aspire Private Capital, LLC52$25.0K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.53$25.5K0.01%00.0%Unchanged
FSA Wealth Management LLC54$26.0K0.01%00.0%Unchanged
Voisard Asset Management Group, Inc.55$26.5K0.01%00.0%Unchanged
Westend Capital Management, LLC57$27.4K0.01%+57New
Annapolis Financial Services, LLC57$27.4K0.01%−225−79.8%Reduced
Palisade Asset Management, LLC57$27.4K0.00%+57New
Financial Freedom, LLC58$27.9K0.02%00.0%Unchanged
Altshuler Shaham Ltd59$28.4K0.00%−3−4.8%Reduced
WealthCollab, LLC60$28.9K0.02%00.0%Unchanged
Kozak & Associates, Inc.64$29.3K0.01%00.0%Unchanged
Capstone Investment Advisors, LLC61$29.4K0.00%00.0%Unchanged
Foster Dykema Cabot & Partners, LLC62$29.9K0.00%+60+3,000.0%Added
WFA Asset Management Corp63$30.2K0.02%00.0%Unchanged
LFA - Lugano Financial Advisors SA64$30.8K0.02%00.0%Unchanged
Grayhawk Investment Strategies Inc.65$31.3K0.03%00.0%Unchanged
Rogco, LP65$31.3K0.01%00.0%Unchanged
Scarborough Advisors, LLC66$31.8K0.01%00.0%Unchanged
AlphaMark Advisors, LLC70$34.0K0.01%−3−4.1%Reduced
Tidemark, LLC71$34.2K0.02%+62+688.9%Added
ORG Partners LLC74$35.8K0.07%−3,671−98.0%Reduced
Bullock Wealth Management Group75$36.0K0.02%+75New
Barometer Capital Management Inc.80$36.1K0.01%−10−11.1%Reduced
Accordant Advisory Group Inc76$36.6K0.03%+76New
Transamerica Financial Advisors, Inc.76$37.0K0.00%−296−79.6%Reduced
Criterion Capital Advisors, LLC78$37.6K0.03%00.0%Unchanged
Delta Asset Management LLC80$38.5K0.00%00.0%Unchanged
Ulland Investment Advisors, LLC82$39.0K0.03%00.0%Unchanged
Creative Capital Management Investments LLC82$39.5K0.02%00.0%Unchanged
Aspect Partners, LLC84$40.5K0.03%+1+1.2%Added
Maryland Capital Advisors Inc.85$40.9K0.03%−6−6.6%Reduced
Impact Partnership Wealth, LLC87$41.9K0.02%+4+4.8%Added
Sittner & Nelson, LLC87$41.9K0.02%00.0%Unchanged