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 |
|---|---|---|---|---|---|
| DDFG, Inc | 1,907 | $918.4K | 0.29% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 1,908 | $919.0K | 0.67% | +36+1.9% | Added |
| Waterfront Wealth Inc. | 1,990 | $919.3K | 0.26% | −65−3.2% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,911 | $920.3K | 0.10% | +43+2.3% | Added |
| Monument Capital Management | 1,917 | $923.2K | 0.27% | −118−5.8% | Reduced |
| ICA Group Wealth Management, LLC | 1,918 | $923.7K | 0.19% | +135+7.6% | Added |
| Guardian Wealth Advisors, LLC | 1,922 | $925.3K | 0.11% | −32−1.6% | Reduced |
| MWA Asset Management | 1,931 | $929.9K | 0.67% | +5+0.3% | Added |
| Prio Wealth Limited Partnership | 1,933 | $930.9K | 0.03% | −356−15.6% | Reduced |
| BCJ Capital Management, LLC | 1,935 | $931.9K | 0.07% | +548+39.5% | Added |
| Hemington Wealth Management | 1,933 | $932.0K | 0.34% | −311−13.9% | Reduced |
| Radnor Capital Management, LLC | 1,937 | $933.0K | 0.16% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 1,942 | $935.0K | 0.27% | +113+6.2% | Added |
| Gladius Capital Management LP | 1,942 | $935.2K | 0.92% | +1,232+173.5% | Added |
| Capital Markets Trading UK LLP | 1,943 | $936.0K | 0.68% | +1,350+227.7% | Added |
| E&G Advisors, LP | 1,946 | $937.1K | 0.29% | +113+6.2% | Added |
| Morningstar Investment Management LLC | 1,951 | $940.0K | 0.10% | 00.0% | Unchanged |
| MJP Associates Inc | 1,952 | $940.0K | 0.20% | +1,115+133.2% | Added |
| Texas Capital Bancshares Inc | 1,954 | $941.0K | 0.43% | −214−9.9% | Reduced |
| Boltwood Capital Management | 1,954 | $941.0K | 0.29% | −6−0.3% | Reduced |
| Select Asset Management & Trust | 1,959 | $943.0K | 0.39% | 00.0% | Unchanged |
| West Oak Capital, LLC | 1,960 | $944.0K | 0.40% | 00.0% | Unchanged |
| Naples Global Advisors, LLC | 1,961 | $944.4K | 0.10% | −215−9.9% | Reduced |
| Bigelow Investment Advisors, LLC | 1,968 | $947.7K | 0.47% | +12+0.6% | Added |
| Wealth Alliance Advisory Group, LLC | 1,973 | $950.2K | 0.22% | +99+5.3% | Added |
| Howard Wealth Management, LLC | 1,976 | $951.6K | 0.77% | +20+1.0% | Added |
| Essex LLC | 1,976 | $951.7K | 0.22% | −357−15.3% | Reduced |
| PAX Financial Group, LLC | 1,978 | $952.6K | 0.19% | −97−4.7% | Reduced |
| Hartford Funds Management Co LLC | 1,980 | $953.7K | 0.09% | +161+8.9% | Added |
| GFG Capital, LLC | 1,984 | $955.6K | 0.25% | −150−7.0% | Reduced |
| Strategic Investment Advisors | 1,988 | $957.4K | 0.12% | +101+5.4% | Added |
| Disciplined Equity Management, Inc. | 1,990 | $958.3K | 0.64% | −177−8.2% | Reduced |
| Demars Financial Group, LLC | 1,998 | $962.3K | 0.47% | 00.0% | Unchanged |
| Van Strum & Towne Inc. | 2,000 | $963.1K | 0.35% | 00.0% | Unchanged |
| Capital Management Associates | 2,000 | $963.1K | 1.15% | +2,000 | New |
| Canal Capital Management, LLC | 2,002 | $964.0K | 0.16% | −86−4.1% | Reduced |
| Sompo Asset Management Co., Ltd. | 2,010 | $968.0K | 0.16% | −550−21.5% | Reduced |
| Letson Investment Management, Inc. | 2,016 | $970.8K | 0.41% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,026 | $975.7K | 0.12% | +90+4.6% | Added |
| Atwater Malick LLC | 2,028 | $976.6K | 0.34% | +18+0.9% | Added |
| First Heartland Consultants, Inc. | 2,029 | $977.0K | 0.10% | −39−1.9% | Reduced |
| Shufro Rose & Co LLC | 2,033 | $979.0K | 0.08% | −10−0.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 2,034 | $979.5K | 0.16% | +1,376+209.1% | Added |
| Jacobsen Capital Management | 2,037 | $981.0K | 0.45% | +10.0% | Added |
| Tyler-Stone Wealth Management | 2,040 | $982.4K | 0.44% | 00.0% | Unchanged |
| Field & Main Bank | 2,043 | $983.8K | 0.38% | −45−2.2% | Reduced |
| Silver Oak Securities, Inc | 2,045 | $985.0K | 0.15% | −3−0.1% | Reduced |
| Alpha Family Trust | 2,050 | $987.2K | 0.60% | 00.0% | Unchanged |
| Cahill Wealth Management, LLC | 2,061 | $992.5K | 0.58% | 00.0% | Unchanged |
| Advisory Resource Group | 2,069 | $996.4K | 0.23% | +53+2.6% | Added |
| Robinson Smith Wealth Advisors LLC | 2,071 | $997.3K | 0.96% | +10.0% | Added |
| Crawford Investment Counsel Inc | 2,083 | $1.00M | 0.02% | +408+24.4% | Added |
| Maren Capital LLC | 2,085 | $1.00M | 0.10% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,144 | $1.01M | 0.25% | +124+6.1% | Added |
| Trustmark National Bank Trust Department | 2,096 | $1.01M | 0.08% | +9+0.4% | Added |
| Argus Investors' Counsel, Inc. | 2,096 | $1.01M | 0.62% | +251+13.6% | Added |
| Scissortail Wealth Management, LLC | 2,100 | $1.01M | 0.27% | −504−19.4% | Reduced |
| VisionPoint Advisory Group, LLC | 2,109 | $1.02M | 0.37% | +590+38.8% | Added |
| WESPAC Advisors, LLC | 2,111 | $1.02M | 0.59% | 00.0% | Unchanged |
| Atlas Brown,Inc. | 2,112 | $1.02M | 0.37% | +5+0.2% | Added |
| Five Oceans Advisors | 2,116 | $1.02M | 0.52% | +2+0.1% | Added |
| Vista Wealth Management Group, LLC | 2,116 | $1.02M | 0.08% | +305+16.8% | Added |
| Orrstown Financial Services Inc | 2,118 | $1.02M | 0.57% | +65+3.2% | Added |
| Syntegra Private Wealth Group, LLC | 2,120 | $1.02M | 0.13% | +124+6.2% | Added |
| Walter & Keenan Financial Consulting Co | 2,123 | $1.02M | 0.33% | +10.0% | Added |
| Trust Co | 2,125 | $1.02M | 0.13% | +415+24.3% | Added |
| Onefund, LLC | 2,139 | $1.02M | 1.22% | −51−2.3% | Reduced |
| Catalyst Capital Advisors LLC | 2,130 | $1.03M | 0.02% | +595+38.8% | Added |
| MidWestOne Financial Group, Inc. | 2,131 | $1.03M | 0.18% | +122+6.1% | Added |
| Jefferies Financial Group Inc. | 2,135 | $1.03M | 0.02% | −15,302−87.8% | Reduced |
| New Century Financial Group, LLC | 2,136 | $1.03M | 0.71% | −80−3.6% | Reduced |
| Burr Financial Services, LLC | 2,273 | $1.03M | 0.80% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 2,140 | $1.03M | 0.17% | −726−25.3% | Reduced |
| New Capital Management LP | 2,142 | $1.03M | 0.31% | −22−1.0% | Reduced |
| FirstPurpose Wealth LLC | 2,200 | $1.03M | 0.37% | −31−1.4% | Reduced |
| Connecticut Wealth Management, LLC | 2,161 | $1.04M | 0.06% | +95+4.6% | Added |
| Camden Capital, LLC | 2,165 | $1.04M | 0.09% | −100−4.4% | Reduced |
| Richard W. Paul & Associates, LLC | 2,175 | $1.05M | 0.42% | +2+0.1% | Added |
| FRG Family Wealth Advisors LLC | 2,329 | $1.05M | 0.21% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 2,184 | $1.05M | 0.65% | 00.0% | Unchanged |
| River Street Advisors LLC | 2,189 | $1.05M | 0.71% | −112−4.9% | Reduced |
| Sandbox Financial Partners, LLC | 2,191 | $1.05M | 0.44% | +13+0.6% | Added |
| Dohj, LLC | 2,191 | $1.06M | 0.28% | +1,313+149.5% | Added |
| Community Bank, N.A. | 2,195 | $1.06M | 0.14% | +40+1.9% | Added |
| Alta Advisers Ltd | 2,200 | $1.06M | 0.53% | 00.0% | Unchanged |
| First Western Trust Bank | 2,206 | $1.06M | 0.05% | −43−1.9% | Reduced |
| Perennial Investment Advisors, LLC | 2,210 | $1.06M | 0.16% | +3+0.1% | Added |
| Altfest L J & Co Inc | 2,217 | $1.07M | 0.16% | +121+5.8% | Added |
| Oxford Wealth Group, LLC | 2,225 | $1.07M | 0.98% | +2,225 | New |
| Waterloo Capital, L.P. | 2,244 | $1.08M | 0.14% | +690+44.4% | Added |
| Marks Group Wealth Management, Inc | 2,252 | $1.08M | 0.11% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 2,397 | $1.09M | 0.20% | −74−3.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,267 | $1.09M | 0.39% | +473+26.4% | Added |
| Davies Financial Advisors, Inc. | 2,269 | $1.09M | 1.12% | +2,269 | New |
| Seven Mile Advisory | 2,271 | $1.09M | 0.83% | +76+3.5% | Added |
| Family Legacy, Inc. | 2,272 | $1.09M | 0.39% | +14+0.6% | Added |
| GPS Wealth Strategies Group, LLC | 2,275 | $1.10M | 0.18% | +8+0.4% | Added |
| Cynosure Management, LLC | 2,281 | $1.10M | 0.20% | −1,275−35.9% | Reduced |
| Dorchester Wealth Management Co | 2,298 | $1.11M | 0.20% | −25−1.1% | Reduced |
| KG&L Capital Management,LLC | 2,303 | $1.11M | 0.44% | +97+4.4% | Added |