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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 3,313 | $1.60M | 0.49% | −51−1.5% | Reduced |
| Violich Capital Management, Inc. | 3,315 | $1.60M | 0.23% | +165+5.2% | Added |
| Koa Wealth Management, LLC | 3,315 | $1.60M | 1.44% | −78−2.3% | Reduced |
| Everhart Financial Group, Inc. | 3,315 | $1.60M | 0.46% | +449+15.7% | Added |
| Steel Peak Wealth Management LLC | 3,316 | $1.60M | 0.08% | +979+41.9% | Added |
| Copperwynd Financial, LLC | 3,323 | $1.60M | 0.58% | +123+3.8% | Added |
| Legacy Capital Group California, Inc. | 3,332 | $1.60M | 0.59% | −102−3.0% | Reduced |
| Journey Strategic Wealth LLC | 3,333 | $1.61M | 0.07% | +583+21.2% | Added |
| Private Capital Management, LLC | 3,346 | $1.61M | 0.18% | −85−2.5% | Reduced |
| United Community Bank | 3,351 | $1.61M | 0.63% | +169+5.3% | Added |
| Bray Capital Advisors | 3,353 | $1.61M | 0.41% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 3,357 | $1.62M | 0.10% | +244+7.8% | Added |
| Imprint Wealth LLC | 3,382 | $1.62M | 0.39% | +3,382 | New |
| Whitener Capital Management, Inc. | 3,365 | $1.62M | 0.53% | 00.0% | Unchanged |
| HMS Capital Management, LLC | 3,387 | $1.63M | 0.90% | −29−0.8% | Reduced |
| Heritage Wealth Management, LLC | 3,416 | $1.65M | 0.84% | −94−2.7% | Reduced |
| Essex Savings Bank | 3,858 | $1.65M | 0.48% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 3,437 | $1.66M | 0.29% | +50+1.5% | Added |
| Davis R M Inc | 3,449 | $1.66M | 0.03% | −77−2.2% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,454 | $1.66M | 0.46% | +77+2.3% | Added |
| Montecito Bank & Trust | 3,456 | $1.66M | 0.33% | +106+3.2% | Added |
| Aspiriant, LLC | 3,468 | $1.67M | 0.07% | −77−2.2% | Reduced |
| Landscape Capital Management, L.L.C. | 3,475 | $1.67M | 0.15% | +3,475 | New |
| Union Savings Bank | 3,479 | $1.68M | 0.88% | −73−2.1% | Reduced |
| Shepherd Financial Partners LLC | 3,483 | $1.68M | 0.22% | −76−2.1% | Reduced |
| Arbor Capital Management Inc | 3,722 | $1.68M | 1.59% | −623−14.3% | Reduced |
| Wallace Advisory Group, LLC | 3,963 | $1.69M | 1.27% | −72−1.8% | Reduced |
| WBH Advisory Inc | 3,510 | $1.69M | 0.17% | +2,005+133.2% | Added |
| Machina Capital S.A.S. | 3,518 | $1.69M | 0.89% | +2,204+167.7% | Added |
| Claro Advisors LLC | 3,522 | $1.70M | 0.30% | +158+4.7% | Added |
| Burns Matteson Capital Management, LLC | 3,541 | $1.71M | 1.10% | −190−5.1% | Reduced |
| Cape Investment Advisory, Inc. | 3,579 | $1.72M | 0.81% | −526−12.8% | Reduced |
| Ellevest, Inc. | 3,584 | $1.73M | 0.11% | +556+18.4% | Added |
| CVA Family Office, LLC | 3,585 | $1.73M | 0.31% | +5+0.1% | Added |
| Beaumont Financial Advisors, LLC | 3,590 | $1.73M | 0.14% | +10+0.3% | Added |
| Gratus Capital LLC | 3,594 | $1.73M | 0.08% | +3,025+531.6% | Added |
| Hennessy Advisors Inc | 3,600 | $1.73M | 0.07% | −200−5.3% | Reduced |
| Gibbs Wealth Management | 3,606 | $1.74M | 1.00% | +3,606 | New |
| Gries Financial LLC | 3,639 | $1.75M | 0.29% | +3,639 | New |
| Robertson Stephens Wealth Management, LLC | 3,657 | $1.76M | 0.10% | +1,795+96.4% | Added |
| Essex Financial Services, Inc. | 3,662 | $1.76M | 0.16% | +387+11.8% | Added |
| Atlas Private Wealth Management | 3,674 | $1.77M | 0.74% | +299+8.9% | Added |
| Sage Mountain Advisors LLC | 3,684 | $1.77M | 0.18% | +142+4.0% | Added |
| First National Trust Co | 3,694 | $1.78M | 0.07% | +41+1.1% | Added |
| Ransom Advisory, Ltd | 3,700 | $1.78M | 0.95% | +3,700 | New |
| Strait & Sound Wealth Management LLC | 3,813 | $1.79M | 1.00% | +12+0.3% | Added |
| Amussen Hunsaker Associates LLC | 3,732 | $1.79M | 0.32% | −111−2.9% | Reduced |
| Forum Financial Management, LP | 3,718 | $1.79M | 0.03% | +2+0.1% | Added |
| J.W. Cole Advisors, Inc. | 3,722 | $1.79M | 0.09% | +446+13.6% | Added |
| Arrow Financial Corp | 3,720 | $1.79M | 0.18% | −319−7.9% | Reduced |
| YHB Investment Advisors, Inc. | 3,737 | $1.80M | 0.16% | −67−1.8% | Reduced |
| Archer Investment Corp | 3,738 | $1.80M | 0.54% | +10.0% | Added |
| Promethos Capital, LLC | 3,748 | $1.80M | 1.06% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 3,750 | $1.81M | 0.64% | 00.0% | Unchanged |
| Cito Capital Group, LLC | 3,750 | $1.81M | 0.74% | 00.0% | Unchanged |
| Bailard, Inc. | 3,751 | $1.81M | 0.05% | −150−3.8% | Reduced |
| M. Kulyk & Associates, LLC | 3,756 | $1.81M | 0.42% | +2,540+208.9% | Added |
| Evergreen Wealth Solutions, LLC | 3,757 | $1.81M | 1.34% | −656−14.9% | Reduced |
| Keel Point, LLC | 3,760 | $1.81M | 0.19% | +252+7.2% | Added |
| Williamson Legacy Group, LLC | 3,788 | $1.82M | 1.41% | +104+2.8% | Added |
| Synergy Financial Group, LTD | 3,789 | $1.82M | 2.06% | +4+0.1% | Added |
| Quent Capital, LLC | 3,792 | $1.83M | 0.21% | +67+1.8% | Added |
| Thrive Wealth Management, LLC | 3,805 | $1.83M | 0.38% | −139−3.5% | Reduced |
| Emfo, LLC | 3,809 | $1.83M | 1.68% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,836 | $1.85M | 0.58% | −40−1.0% | Reduced |
| HCR Wealth Advisors | 3,842 | $1.85M | 0.28% | −66−1.7% | Reduced |
| PKO Investment Management Joint-Stock Co | 3,825 | $1.85M | 0.22% | −1,175−23.5% | Reduced |
| Altman Advisors, Inc. | 3,879 | $1.86M | 0.90% | +50+1.3% | Added |
| Legacy Financial Advisors, Inc. | 3,860 | $1.86M | 0.33% | −55−1.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,866 | $1.86M | 0.44% | −49−1.3% | Reduced |
| Strong Tower Advisory Services | 3,895 | $1.86M | 0.75% | +86+2.3% | Added |
| Marshall Financial Group LLC | 3,872 | $1.86M | 0.54% | +144+3.9% | Added |
| Fortis Capital Management LLC | 3,879 | $1.87M | 0.49% | +410+11.8% | Added |
| Strategic Blueprint, LLC | 3,887 | $1.87M | 0.13% | +440+12.8% | Added |
| Prossimo Advisors, LLC | 3,895 | $1.88M | 3.63% | −10−0.3% | Reduced |
| NRI Wealth Management LC | 3,896 | $1.88M | 1.59% | +35+0.9% | Added |
| Three Seasons Wealth, LLC | 3,926 | $1.88M | 1.32% | +516+15.1% | Added |
| Liberty Capital Management, Inc. | 3,912 | $1.88M | 0.46% | −215−5.2% | Reduced |
| Fiduciary Family Office, LLC | 3,912 | $1.88M | 0.74% | +750+23.7% | Added |
| Barden Capital Management, Inc. | 3,913 | $1.88M | 1.82% | −1,081−21.6% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,914 | $1.88M | 1.00% | −70−1.8% | Reduced |
| Nikulski Financial, Inc. | 3,929 | $1.89M | 0.63% | +90+2.3% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 3,947 | $1.90M | 2.02% | +3,947 | New |
| Cobblestone Capital Advisors LLC | 3,955 | $1.90M | 0.12% | −544−12.1% | Reduced |
| Lantern Wealth Advisors, LLC | 3,959 | $1.91M | 1.34% | +25+0.6% | Added |
| Bell Bank | 3,964 | $1.91M | 0.16% | +522+15.2% | Added |
| KCM Investment Advisors LLC | 3,969 | $1.91M | 0.07% | +244+6.6% | Added |
| Formidable Asset Management, LLC | 3,973 | $1.91M | 0.31% | +323+8.8% | Added |
| Richwood Investment Advisors, LLC | 3,981 | $1.92M | 1.70% | −62−1.5% | Reduced |
| Transatlantique Private Wealth LLC | 4,028 | $1.92M | 0.84% | +107+2.7% | Added |
| Americana Partners, LLC | 3,993 | $1.92M | 0.16% | +421+11.8% | Added |
| Ignite Planners, LLC | 4,023 | $1.92M | 0.54% | −570−12.4% | Reduced |
| Intact Investment Management Inc. | 4,000 | $1.93M | 0.08% | +600+17.6% | Added |
| Mayflower Financial Advisors, LLC | 4,006 | $1.93M | 0.32% | +39+1.0% | Added |
| Tectonic Advisors LLC | 4,007 | $1.93M | 0.15% | +114+2.9% | Added |
| Castle Rock Wealth Management, LLC | 4,366 | $1.93M | 0.53% | +3,742+599.7% | Added |
| Moloney Securities Asset Management, LLC | 4,020 | $1.94M | 0.29% | +49+1.2% | Added |
| Guardian Wealth Management, Inc. | 4,024 | $1.94M | 1.49% | +93+2.4% | Added |
| B.O.S.S. Retirement Advisors, LLC | 4,544 | $1.94M | 0.74% | −365−7.4% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,041 | $1.95M | 0.48% | −21−0.5% | Reduced |