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 |
|---|---|---|---|---|---|
| Childress Capital Advisors, LLC | 2,304 | $1.11M | 0.32% | −18−0.8% | Reduced |
| Carr Financial Group Corp | 2,308 | $1.11M | 0.37% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 2,309 | $1.11M | 0.09% | 00.0% | Unchanged |
| Seascape Capital Management | 2,314 | $1.11M | 0.41% | −36−1.5% | Reduced |
| SevenBridge Financial Group, LLC | 2,513 | $1.11M | 0.25% | +11+0.4% | Added |
| Great Valley Advisor Group, Inc. | 2,314 | $1.11M | 0.03% | +126+5.8% | Added |
| Great Diamond Partners, LLC | 2,316 | $1.12M | 0.26% | +33+1.4% | Added |
| Permit Capital, LLC | 2,320 | $1.12M | 0.71% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 2,336 | $1.12M | 0.26% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,340 | $1.13M | 0.08% | −320−12.0% | Reduced |
| IMS Capital Management | 2,346 | $1.13M | 0.53% | +94+4.2% | Added |
| Wallace Capital Management Inc. | 2,350 | $1.13M | 0.15% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,555 | $1.13M | 0.50% | −25−1.0% | Reduced |
| OneAscent Financial Services LLC | 2,356 | $1.14M | 0.13% | −144−5.8% | Reduced |
| Green Harvest Asset Management LLC | 2,359 | $1.14M | 0.03% | +7+0.3% | Added |
| Cedar Brook Financial Partners, LLC | 2,361 | $1.14M | 0.22% | −19−0.8% | Reduced |
| Mendel Money Management | 2,364 | $1.14M | 0.53% | +5+0.2% | Added |
| Avantax Planning Partners, Inc. | 2,367 | $1.14M | 0.04% | −199−7.8% | Reduced |
| Renasant Bank | 2,371 | $1.14M | 0.81% | +300+14.5% | Added |
| MQS Management LLC | 2,377 | $1.14M | 0.66% | +1,367+135.3% | Added |
| Capital Planning Advisors, LLC | 2,379 | $1.15M | 0.20% | −26−1.1% | Reduced |
| Provident Trust Co | 2,380 | $1.15M | 0.02% | 00.0% | Unchanged |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,390 | $1.15M | 0.04% | +71+3.1% | Added |
| Collective Family Office LLC | 2,392 | $1.15M | 0.37% | +700+41.4% | Added |
| Virtue Capital Management, LLC | 2,470 | $1.15M | 0.21% | −320−11.5% | Reduced |
| Spirit of America Management Corp | 2,400 | $1.16M | 0.23% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,400 | $1.16M | 0.65% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,405 | $1.16M | 0.18% | −11−0.5% | Reduced |
| Advisor OS, LLC | 2,434 | $1.17M | 0.13% | +979+67.3% | Added |
| Providence Wealth Advisors, LLC | 2,460 | $1.18M | 1.01% | +178+7.8% | Added |
| Ambassador Advisors, LLC | 2,453 | $1.18M | 0.21% | +764+45.2% | Added |
| Motco | 2,455 | $1.18M | 0.07% | +2,018+461.8% | Added |
| Buckley Wealth Management, LLC | 2,460 | $1.18M | 0.38% | −30−1.2% | Reduced |
| Nilsine Partners, LLC | 2,466 | $1.19M | 0.16% | −123−4.8% | Reduced |
| SP Asset Management LLC | 2,474 | $1.19M | 0.11% | +104+4.4% | Added |
| McGowan Group Asset Management, Inc. | 2,477 | $1.19M | 0.17% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,480 | $1.19M | 0.27% | −66−2.6% | Reduced |
| Aprio Wealth Management, LLC | 2,480 | $1.19M | 0.23% | +481+24.1% | Added |
| Northern Financial Advisors Inc | 2,488 | $1.20M | 0.94% | −29−1.2% | Reduced |
| Hara Capital LLC | 2,491 | $1.20M | 0.72% | −343−12.1% | Reduced |
| Fortis Capital Advisors, LLC | 2,495 | $1.20M | 0.51% | +1,418+131.7% | Added |
| Rothschild Investment LLC | 2,497 | $1.20M | 0.09% | +151+6.4% | Added |
| LCNB Corp | 2,509 | $1.21M | 0.44% | −19−0.8% | Reduced |
| KC Investment Advisors, LLC | 2,510 | $1.21M | 0.63% | −117−4.5% | Reduced |
| Prestige Wealth Management Group LLC | 2,510 | $1.21M | 0.26% | −2,468−49.6% | Reduced |
| Lee Financial Co | 2,510 | $1.21M | 0.20% | −11−0.4% | Reduced |
| Independence Bank of Kentucky | 2,514 | $1.21M | 0.36% | +402+19.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,515 | $1.21M | 0.21% | −364−12.6% | Reduced |
| Hartline Investment Corp | 2,515 | $1.21M | 0.21% | +2,515 | New |
| State of Wyoming | 2,518 | $1.21M | 0.20% | +873+53.1% | Added |
| Drive Wealth Management, LLC | 2,522 | $1.21M | 0.34% | −213−7.8% | Reduced |
| Lifestyle Asset Management, Inc. | 2,523 | $1.22M | 0.72% | −347−12.1% | Reduced |
| Cascade Financial Partners, LLC | 2,616 | $1.22M | 0.18% | +2,616 | New |
| Northcape Wealth Management, LLC | 2,530 | $1.22M | 0.44% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 2,531 | $1.22M | 0.14% | +100+4.1% | Added |
| Regal Investment Advisors LLC | 2,531 | $1.22M | 0.08% | +10.0% | Added |
| Sheets Smith Wealth Management | 2,536 | $1.22M | 0.14% | +2,536 | New |
| Unique Wealth, LLC | 2,540 | $1.22M | 0.35% | +842+49.6% | Added |
| HighVista Strategies LLC | 2,547 | $1.23M | 0.44% | −3,500−57.9% | Reduced |
| Winthrop Advisory Group LLC | 2,551 | $1.23M | 0.18% | −13−0.5% | Reduced |
| Client 1st Advisory Group, LLC | 2,554 | $1.23M | 0.55% | +170+7.1% | Added |
| MainStreet Investment Advisors LLC | 2,556 | $1.23M | 0.15% | −747−22.6% | Reduced |
| Proficio Capital Partners LLC | 2,558 | $1.23M | 0.14% | +251+10.9% | Added |
| Whalen Wealth Management Inc. | 2,559 | $1.23M | 0.91% | +106+4.3% | Added |
| Midwest Professional Planners, LTD. | 2,570 | $1.24M | 0.43% | +1,866+265.1% | Added |
| Beaumont Asset Management, L.L.C. | 2,575 | $1.24M | 0.83% | +93+3.7% | Added |
| Pointe Capital Management LLC | 2,586 | $1.25M | 0.77% | −40−1.5% | Reduced |
| Fielder Capital Group LLC | 2,597 | $1.25M | 0.56% | +5+0.2% | Added |
| Clifford Swan Investment Counsel LLC | 2,601 | $1.25M | 0.05% | +48+1.9% | Added |
| Biltmore Family Office, LLC | 2,607 | $1.26M | 0.25% | 00.0% | Unchanged |
| ASB Consultores, LLC | 2,610 | $1.26M | 0.32% | +2,111+423.0% | Added |
| Howard Financial Services, Ltd. | 2,619 | $1.26M | 0.22% | +105+4.2% | Added |
| Harrington Investments, INC | 2,620 | $1.26M | 0.72% | +1,439+121.8% | Added |
| Twin City Private Wealth, LLC | 2,621 | $1.26M | 1.24% | +2,621 | New |
| Hilltop National Bank | 2,632 | $1.27M | 0.43% | +2,632 | New |
| FFT Wealth Management LLC | 2,640 | $1.27M | 0.11% | +342+14.9% | Added |
| Sutton Place Investors LLC | 2,645 | $1.27M | 0.63% | +213+8.8% | Added |
| McCarthy Asset Management, Inc. | 2,647 | $1.27M | 0.78% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 2,679 | $1.28M | 1.01% | −159−5.6% | Reduced |
| Stiles Financial Services Inc | 2,666 | $1.28M | 0.51% | −13−0.5% | Reduced |
| GM Advisory Group, Inc. | 2,669 | $1.29M | 0.09% | +538+25.2% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 2,675 | $1.29M | 0.10% | −205−7.1% | Reduced |
| Rice Partnership, LLC | 2,675 | $1.29M | 0.30% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,677 | $1.29M | 0.16% | −36−1.3% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 2,685 | $1.29M | 0.64% | +4+0.1% | Added |
| Ethos Financial Group, LLC | 2,685 | $1.29M | 0.24% | +83+3.2% | Added |
| Oakworth Capital, Inc. | 2,689 | $1.29M | 0.10% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,690 | $1.29M | 0.17% | +50+1.9% | Added |
| Plancorp, LLC | 2,694 | $1.30M | 0.06% | −64−2.3% | Reduced |
| KRS Capital Management, LLC | 2,694 | $1.30M | 1.05% | −30−1.1% | Reduced |
| Scientech Research LLC | 2,699 | $1.30M | 0.69% | +1,577+140.6% | Added |
| First Affirmative Financial Network | 2,704 | $1.30M | 0.96% | +17+0.6% | Added |
| Prudent Man Advisors, LLC | 2,707 | $1.30M | 0.49% | −131−4.6% | Reduced |
| Commonwealth Retirement Investments LLC | 2,710 | $1.31M | 0.62% | +85+3.2% | Added |
| Catalyst Financial Partners LLC | 2,846 | $1.31M | 0.34% | +185+7.0% | Added |
| Stablepoint Partners, LLC | 2,721 | $1.31M | 0.27% | +253+10.3% | Added |
| Crewe Advisors LLC | 2,722 | $1.31M | 0.15% | +2,722 | New |
| Marcum Wealth, LLC | 2,728 | $1.31M | 0.13% | −211−7.2% | Reduced |
| Eisler Capital (UK) Ltd. | 2,733 | $1.32M | 0.16% | −13,545−83.2% | Reduced |
| Park Place Capital Corp | 2,735 | $1.32M | 0.47% | +242+9.7% | Added |