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 |
|---|---|---|---|---|---|
| Semus Wealth Partners LLC | 2,735 | $1.32M | 1.11% | +27+1.0% | Added |
| Prentice Wealth Management LLC | 2,741 | $1.32M | 0.46% | +82+3.1% | Added |
| RDA Financial Network | 2,743 | $1.32M | 0.45% | +48+1.8% | Added |
| Tremblant Capital Group | 2,746 | $1.32M | 0.15% | +1,462+113.9% | Added |
| Professional Financial Advisors, LLC | 2,747 | $1.32M | 0.38% | +98+3.7% | Added |
| Duncan Williams Asset Management, LLC | 2,748 | $1.32M | 1.19% | +2,748 | New |
| Brown Miller Wealth Management, LLC | 2,748 | $1.32M | 0.58% | +55+2.0% | Added |
| Retirement Guys Formula LLC | 2,753 | $1.33M | 0.65% | +35+1.3% | Added |
| Cim Investment Mangement Inc | 2,763 | $1.33M | 0.40% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 2,776 | $1.34M | 0.20% | −102−3.5% | Reduced |
| Hamilton Capital, LLC | 2,778 | $1.34M | 0.10% | +14+0.5% | Added |
| Red Wave Investments LLC | 2,781 | $1.34M | 0.50% | −37−1.3% | Reduced |
| Affinity Capital Advisors, LLC | 2,781 | $1.34M | 0.30% | −21−0.7% | Reduced |
| Colonial Trust Advisors | 2,784 | $1.34M | 0.13% | −38−1.3% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,786 | $1.34M | 0.10% | +197+7.6% | Added |
| Darden Wealth Group Inc | 2,789 | $1.34M | 1.05% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 2,793 | $1.34M | 0.40% | +401+16.8% | Added |
| Caxton Associates LP | 2,801 | $1.35M | 0.09% | −1,247−30.8% | Reduced |
| Roberts Capital Advisors, LLC | 2,801 | $1.35M | 1.29% | +2,801 | New |
| Allstate Corp | 2,805 | $1.35M | 0.10% | −40−1.4% | Reduced |
| Morris Retirement Advisors, LLC | 2,810 | $1.35M | 0.81% | −230−7.6% | Reduced |
| Richardson Financial Services Inc. | 2,812 | $1.35M | 0.95% | +201+7.7% | Added |
| Johnson Financial Group, Inc. | 2,815 | $1.36M | 0.07% | −973−25.7% | Reduced |
| Forbes J M & Co LLP | 2,816 | $1.36M | 0.15% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 2,820 | $1.36M | 0.31% | −45−1.6% | Reduced |
| Monumental Financial Group Inc. | 2,820 | $1.36M | 0.72% | −95−3.3% | Reduced |
| Pacifica Partners Inc. | 2,865 | $1.36M | 0.60% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 2,830 | $1.36M | 0.24% | 00.0% | Unchanged |
| EPG Wealth Management LLC | 2,837 | $1.37M | 0.33% | +153+5.7% | Added |
| Chesapeake Wealth Management | 2,840 | $1.37M | 0.50% | −108−3.7% | Reduced |
| American National Bank | 2,851 | $1.37M | 0.18% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 2,870 | $1.37M | 1.02% | −862−23.1% | Reduced |
| Berkshire Bank | 2,855 | $1.37M | 0.34% | +2,855 | New |
| Excalibur Management Corp | 2,865 | $1.38M | 0.58% | −3−0.1% | Reduced |
| Brown Shipley& Co Ltd | 2,900 | $1.39M | 0.44% | −118−3.9% | Reduced |
| L2 Asset Management, LLC | 2,894 | $1.39M | 0.46% | +190+7.0% | Added |
| Doliver Advisors, LP | 2,894 | $1.39M | 0.39% | −266−8.4% | Reduced |
| Meridian Wealth Advisors, LLC | 2,907 | $1.40M | 0.26% | 00.0% | Unchanged |
| Aft, Forsyth & Sober, LLC | 2,925 | $1.41M | 0.50% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 2,927 | $1.41M | 0.09% | −10.0% | Reduced |
| Ronald Blue Trust, Inc. | 2,937 | $1.41M | 0.02% | +19+0.7% | Added |
| Lloyd Advisory Services, LLC. | 2,940 | $1.42M | 0.30% | +2,940 | New |
| DGS Capital Management, LLC | 2,940 | $1.42M | 0.40% | +802+37.5% | Added |
| BNC Wealth Management, LLC | 2,949 | $1.42M | 0.61% | −77−2.5% | Reduced |
| Veracity Capital LLC | 2,957 | $1.42M | 0.55% | +175+6.3% | Added |
| 4J Wealth Management LLC | 2,960 | $1.43M | 1.23% | −67−2.2% | Reduced |
| Hilltop Partners LLC | 2,965 | $1.43M | 0.51% | +139+4.9% | Added |
| Geo Capital Gestora de Recursos Ltd | 2,983 | $1.44M | 1.62% | +2,855+2,230.5% | Added |
| TCI Wealth Advisors, Inc. | 2,990 | $1.44M | 0.14% | −24−0.8% | Reduced |
| SC&H Financial Advisors, Inc. | 2,992 | $1.44M | 0.38% | −119−3.8% | Reduced |
| TFC Financial Management | 2,993 | $1.44M | 0.26% | +574+23.7% | Added |
| Encompass Wealth Advisors, LLC | 2,996 | $1.44M | 0.38% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 3,010 | $1.45M | 0.38% | +10.0% | Added |
| Castleview Partners, LLC | 3,015 | $1.45M | 0.81% | +20+0.7% | Added |
| Heritage Trust Co | 3,024 | $1.46M | 0.20% | −214−6.6% | Reduced |
| Catalina Capital Group, LLC | 3,025 | $1.46M | 0.62% | +1,654+120.6% | Added |
| Goldstone Financial Group, LLC | 3,027 | $1.46M | 0.33% | +123+4.2% | Added |
| Brandywine Oak Private Wealth LLC | 3,029 | $1.46M | 0.15% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 3,174 | $1.47M | 0.26% | +38+1.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,050 | $1.47M | 0.24% | −43−1.4% | Reduced |
| Private Capital Management LLC | 3,061 | $1.47M | 0.32% | −22−0.7% | Reduced |
| Everpar Advisors LLC | 3,065 | $1.48M | 0.90% | −982−24.3% | Reduced |
| Ninepoint Partners LP | 3,066 | $1.48M | 0.19% | 00.0% | Unchanged |
| Cutter & CO Brokerage, Inc. | 3,072 | $1.48M | 0.36% | +990+47.6% | Added |
| Trust Investment Advisors | 3,076 | $1.48M | 1.07% | −5−0.2% | Reduced |
| Resources Management Corp | 3,077 | $1.48M | 0.22% | −735−19.3% | Reduced |
| HF Advisory Group, LLC | 3,083 | $1.48M | 0.83% | +51+1.7% | Added |
| Jones Financial Companies LLLP | 3,098 | $1.49M | 0.00% | +1,103+55.3% | Added |
| Ratan Capital Management LP | 3,100 | $1.49M | 0.79% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,101 | $1.49M | 1.26% | −47−1.5% | Reduced |
| Cahill Financial Advisors Inc | 3,113 | $1.50M | 0.20% | +45+1.5% | Added |
| Steinberg Asset Management LLC | 3,119 | $1.50M | 1.27% | −21−0.7% | Reduced |
| Principal Street Partners, LLC | 3,197 | $1.51M | 0.29% | +84+2.7% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 3,156 | $1.52M | 0.62% | −16−0.5% | Reduced |
| Buckhead Capital Management LLC | 3,165 | $1.52M | 0.52% | −75−2.3% | Reduced |
| Omnia Family Wealth, LLC | 3,169 | $1.53M | 0.71% | +32+1.0% | Added |
| Edge Capital Group, LLC | 3,175 | $1.53M | 0.08% | −132−4.0% | Reduced |
| LM Advisors LLC | 3,179 | $1.53M | 0.24% | +1,496+88.9% | Added |
| Gilbert & Cook, Inc. | 3,181 | $1.53M | 0.21% | +47+1.5% | Added |
| D.B. Root & Company, LLC | 3,190 | $1.54M | 0.52% | −55−1.7% | Reduced |
| Valmark Advisers, Inc. | 3,190 | $1.54M | 0.03% | +407+14.6% | Added |
| Redwood Investments, LLC | 3,670 | $1.54M | 0.45% | −594−13.9% | Reduced |
| M&R Capital Management Inc | 3,199 | $1.54M | 0.38% | −627−16.4% | Reduced |
| Cipher Capital LP | 3,206 | $1.54M | 0.71% | +1,129+54.4% | Added |
| Barings LLC | 3,215 | $1.55M | 0.04% | 00.0% | Unchanged |
| IPG Investment Advisors LLC | 3,219 | $1.55M | 0.34% | −389−10.8% | Reduced |
| Aspen Grove Capital, LLC | 3,225 | $1.55M | 0.44% | +233+7.8% | Added |
| FORA Capital, LLC | 3,227 | $1.55M | 0.13% | +576+21.7% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,235 | $1.56M | 0.25% | −83−2.5% | Reduced |
| Middleton & Co Inc | 3,253 | $1.57M | 0.18% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,253 | $1.57M | 0.86% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,255 | $1.57M | 0.42% | +666+25.7% | Added |
| Cooper Financial Group | 3,257 | $1.57M | 0.26% | +188+6.1% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,259 | $1.57M | 0.86% | +3,259 | New |
| Blueprint Investment Partners LLC | 3,274 | $1.58M | 0.31% | +903+38.1% | Added |
| Capital Investment Advisory Services, LLC | 3,285 | $1.58M | 0.17% | −455−12.2% | Reduced |
| PFG Advisors | 3,287 | $1.58M | 0.12% | +134+4.2% | Added |
| Evernest Financial Advisors, LLC | 3,483 | $1.59M | 0.75% | −1,130−24.5% | Reduced |
| Waratah Capital Advisors Ltd. | 3,300 | $1.59M | 0.08% | +3,300 | New |
| Copperleaf Capital, LLC | 3,311 | $1.59M | 1.38% | −292−8.1% | Reduced |