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, 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
- 3,122
- +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
- 1,226 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.
| 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, Q1 2024
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bank Hapoalim BM | 1,367 | $658.0K | 0.09% | −393−22.3% | Reduced |
| Hirtle Callaghan & Co LLC | 1,375 | $662.2K | 0.03% | +1,375 | New |
| BOS Asset Management, LLC | 1,376 | $662.6K | 0.35% | −2−0.1% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,377 | $662.9K | 0.07% | −103−7.0% | Reduced |
| Convergence Investment Partners, LLC | 1,379 | $664.0K | 0.25% | −4−0.3% | Reduced |
| Tarbox Family Office, Inc. | 1,380 | $664.6K | 0.12% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,382 | $665.6K | 0.05% | −37−2.6% | Reduced |
| Latitude Advisors, LLC | 1,388 | $668.6K | 0.42% | −108−7.2% | Reduced |
| True North Advisors, LLC | 1,391 | $669.8K | 0.18% | −124−8.2% | Reduced |
| Motiv8 Investments LLC | 1,391 | $670.0K | 0.52% | +279+25.1% | Added |
| Traveka Wealth, LLC | 1,393 | $670.8K | 0.31% | +126+9.9% | Added |
| Fortem Financial Group, LLC | 1,394 | $671.3K | 0.29% | 00.0% | Unchanged |
| Leith Wheeler Investment Counsel Ltd. | 1,395 | $671.8K | 0.07% | −65−4.5% | Reduced |
| Baskin Financial Services Inc. | 1,395 | $672.0K | 0.06% | −347−19.9% | Reduced |
| Krane Funds Advisors LLC | 1,408 | $672.7K | 0.03% | +1,408 | New |
| EHP Funds Inc. | 1,400 | $674.2K | 0.46% | −400−22.2% | Reduced |
| SkyOak Wealth, LLC | 1,400 | $674.2K | 0.16% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,401 | $674.7K | 0.01% | −25−1.8% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,403 | $675.8K | 0.19% | −200−12.5% | Reduced |
| Stokes Family Office, LLC | 1,407 | $677.6K | 0.08% | +23+1.7% | Added |
| Fiducient Advisors LLC | 1,408 | $678.1K | 0.13% | +58+4.3% | Added |
| New Jersey Better Educational Savings Trust | 1,409 | $678.5K | 1.28% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,412 | $680.0K | 0.08% | +18+1.3% | Added |
| Eudaimonia Partners, LLC | 1,414 | $681.1K | 0.16% | +35+2.5% | Added |
| Salvus Wealth Management, LLC | 1,421 | $684.3K | 0.47% | +21+1.5% | Added |
| Clear Creek Financial Management, LLC | 1,430 | $688.8K | 0.09% | +177+14.1% | Added |
| Driehaus Capital Management LLC | 1,432 | $689.6K | 0.01% | +325+29.4% | Added |
| Outlook Wealth Advisors, LLC | 1,432 | $689.6K | 0.21% | +304+27.0% | Added |
| jvl associates llc | 1,439 | $693.0K | 0.29% | +1,439 | New |
| Woodley Farra Manion Portfolio Management Inc | 1,440 | $693.5K | 0.04% | −182−11.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,440 | $693.5K | 0.29% | +40+2.9% | Added |
| IMA Wealth, Inc. | 1,445 | $695.9K | 0.33% | +1,445 | New |
| Diligent Investors, LLC | 1,446 | $696.4K | 0.17% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,449 | $697.7K | 0.08% | +28+2.0% | Added |
| Harvest Portfolios Group Inc. | 1,450 | $698.3K | 0.03% | +270+22.9% | Added |
| 180 Wealth Advisors, LLC | 1,457 | $701.8K | 0.13% | +26+1.8% | Added |
| Gilliland Jeter Wealth Management LLC | 1,459 | $702.5K | 0.24% | −496−25.4% | Reduced |
| Pacitti Group Inc. | 1,460 | $703.2K | 0.38% | +6+0.4% | Added |
| Stonebrook Private Inc. | 1,465 | $705.5K | 0.21% | +31+2.2% | Added |
| Eagle Strategies LLC | 1,467 | $706.5K | 0.16% | +1,467 | New |
| Gitterman Wealth Management, LLC | 1,467 | $707.0K | 0.27% | +76+5.5% | Added |
| Round Hill Asset Management | 1,470 | $707.9K | 0.43% | −175−10.6% | Reduced |
| Wealth Architects, LLC | 1,472 | $708.9K | 0.09% | −80−5.2% | Reduced |
| Alliance Wealth Advisors, LLC | 1,473 | $709.4K | 0.45% | −103−6.5% | Reduced |
| Baker Boyer National Bank | 1,476 | $710.8K | 0.24% | −557−27.4% | Reduced |
| Quadcap Wealth Management, LLC | 1,476 | $710.9K | 0.16% | −421−22.2% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,477 | $711.3K | 0.09% | −44−2.9% | Reduced |
| Delap Wealth Advisory, LLC | 1,479 | $712.3K | 0.29% | +1,479 | New |
| Morris Financial Concepts, Inc. | 1,482 | $713.7K | 0.37% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 1,489 | $716.9K | 0.12% | +1+0.1% | Added |
| Larson Financial Group LLC | 1,489 | $716.9K | 0.06% | +552+58.9% | Added |
| Goldstein Advisors, LLC | 1,496 | $720.4K | 0.12% | +2+0.1% | Added |
| Levin Capital Strategies, L.P. | 1,500 | $722.4K | 0.07% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 1,501 | $723.0K | 0.45% | −33−2.2% | Reduced |
| Israel Discount Bank of New York | 1,502 | $723.3K | 0.90% | −1,352−47.4% | Reduced |
| First Nebraska Trust Co | 1,504 | $724.3K | 0.07% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,505 | $724.9K | 0.53% | +493+48.7% | Added |
| Palisades Hudson Asset Management, L.P. | 1,508 | $726.0K | 0.33% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,515 | $729.6K | 0.38% | +1,515 | New |
| Raab & Moskowitz Asset Management LLC | 1,525 | $734.5K | 0.21% | −10−0.7% | Reduced |
| Auxano Advisors, LLC | 1,544 | $743.8K | 0.22% | +496+47.3% | Added |
| Werba Rubin Papier Wealth Management | 1,546 | $744.8K | 0.22% | +683+79.1% | Added |
| Triangle Securities Wealth Management | 1,547 | $745.0K | 0.21% | +222+16.8% | Added |
| Sunflower Bank, N.A. | 1,553 | $747.9K | 0.17% | +190+13.9% | Added |
| Atom Investors LP | 1,554 | $748.4K | 0.09% | +33+2.2% | Added |
| Brady Family Wealth, LLC | 1,555 | $748.8K | 0.24% | +420+37.0% | Added |
| Deseret Mutual Benefit Administrators | 1,557 | $749.8K | 0.38% | +194+14.2% | Added |
| Sivia Capital Partners, LLC | 1,559 | $750.8K | 0.51% | +10+0.6% | Added |
| LGL Partners, LLC | 1,563 | $753.1K | 0.13% | +76+5.1% | Added |
| WealthBridge Capital Management, LLC | 1,566 | $754.1K | 0.25% | −50−3.1% | Reduced |
| Corundum Group, Inc. | 1,569 | $755.6K | 0.36% | −43−2.7% | Reduced |
| Banco BTG Pactual S.A. | 1,575 | $757.4K | 0.24% | +1,575 | New |
| Quantum Financial Advisors, LLC | 1,575 | $758.5K | 0.14% | +45+2.9% | Added |
| Salem Investment Counselors Inc | 1,576 | $759.0K | 0.02% | +148+10.4% | Added |
| Nwam LLC | 1,659 | $760.2K | 0.06% | +278+20.1% | Added |
| Beaton Management Co. Inc. | 1,582 | $762.0K | 0.41% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,583 | $762.2K | 0.38% | +1+0.1% | Added |
| Cassia Capital Partners, LLC | 1,583 | $762.3K | 0.51% | +275+21.0% | Added |
| Lion Street Advisors, LLC | 1,788 | $762.6K | 0.31% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 1,694 | $762.7K | 0.23% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 1,586 | $763.6K | 0.18% | +32+2.1% | Added |
| Zhang Financial LLC | 1,587 | $764.2K | 0.06% | +107+7.2% | Added |
| FLC Capital Advisors | 1,587 | $764.3K | 0.19% | +100+6.7% | Added |
| First Commonwealth Financial Corp | 1,590 | $765.7K | 0.20% | +43+2.8% | Added |
| Cascade Investment Group, Inc. | 1,594 | $767.6K | 0.57% | −125−7.3% | Reduced |
| Resurgent Financial Advisors LLC | 1,605 | $772.9K | 0.41% | −43−2.6% | Reduced |
| Prentiss Smith & Co Inc | 1,605 | $772.9K | 0.54% | 00.0% | Unchanged |
| Intrua Financial, LLC | 1,610 | $775.3K | 0.12% | +70+4.5% | Added |
| High Net Worth Advisory Group LLC | 1,611 | $775.8K | 0.24% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,611 | $775.8K | 0.21% | +20+1.3% | Added |
| Empire Financial Management Company, LLC | 1,613 | $776.8K | 0.26% | +343+27.0% | Added |
| Up Strategic Wealth Investment Advisors LLC | 1,615 | $777.7K | 1.27% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,615 | $777.7K | 0.20% | +1,615 | New |
| Old Port Advisors | 1,616 | $778.1K | 0.24% | −7−0.4% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 1,616 | $778.1K | 0.02% | +85+5.6% | Added |
| Old North State Trust, LLC | 1,620 | $780.0K | 0.66% | +1,620 | New |
| M. Kraus & Co | 1,621 | $780.6K | 0.24% | +13+0.8% | Added |
| Audent Global Asset Management, LLC | 1,623 | $781.4K | 0.80% | +101+6.6% | Added |
| Aveo Capital Partners, LLC | 1,764 | $782.5K | 0.09% | +337+23.6% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,629 | $784.5K | 0.82% | −50−3.0% | Reduced |