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 |
|---|---|---|---|---|---|
| Blackhawk Capital Partners LLC. | 4,041 | $1.95M | 1.21% | +3,394+524.6% | Added |
| Concord Asset Management, LLC | 4,051 | $1.95M | 0.51% | +982+32.0% | Added |
| CIC Wealth, LLC | 4,051 | $1.95M | 0.57% | +42+1.0% | Added |
| Sierra Capital LLC | 4,071 | $1.96M | 0.26% | +621+18.0% | Added |
| Aua Capital Management, LLC | 4,071 | $1.96M | 1.13% | −213−5.0% | Reduced |
| PDS Planning, Inc | 4,072 | $1.96M | 0.21% | +130+3.3% | Added |
| World Equity Group, Inc. | 4,075 | $1.96M | 0.40% | −24−0.6% | Reduced |
| Redwood Investment Management, LLC | 4,085 | $1.97M | 0.19% | +382+10.3% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,117 | $1.97M | 1.17% | −218−5.0% | Reduced |
| Visionary Wealth Advisors | 4,107 | $1.98M | 0.13% | −362−8.1% | Reduced |
| Missouri Trust & Investment Co | 4,125 | $1.99M | 0.77% | −416−9.2% | Reduced |
| Smartleaf Asset Management LLC | 4,171 | $1.99M | 0.39% | +1,492+55.7% | Added |
| Value Partners Investments Inc. | 4,147 | $2.00M | 0.16% | +344+9.0% | Added |
| Continuum Advisory, LLC | 4,428 | $2.02M | 0.30% | −1,303−22.7% | Reduced |
| Ameliora Wealth Management Ltd. | 4,195 | $2.02M | 0.92% | 00.0% | Unchanged |
| Cornerstone Wealth Management, LLC | 4,204 | $2.02M | 0.16% | −1,248−22.9% | Reduced |
| Mystic Asset Management, Inc. | 4,205 | $2.03M | 0.84% | +60+1.4% | Added |
| Quest Partners LLC | 4,216 | $2.03M | 0.35% | +2,589+159.1% | Added |
| Mount Yale Investment Advisors, LLC | 4,217 | $2.03M | 0.16% | +86+2.1% | Added |
| Intelligent Financial Strategies | 4,227 | $2.04M | 1.26% | +25+0.6% | Added |
| David Loasby | 4,334 | $2.05M | 0.21% | +51+1.2% | Added |
| Harbert Fund Advisors, Inc. | 4,250 | $2.05M | 1.41% | +4,250 | New |
| Roof Eidam & Maycock | 4,256 | $2.05M | 0.56% | +308+7.8% | Added |
| Canopy Partners, LLC | 4,260 | $2.05M | 1.00% | +469+12.4% | Added |
| Kelman-Lazarov, Inc. | 4,267 | $2.05M | 0.40% | −30−0.7% | Reduced |
| Symphony Financial, Ltd. Co. | 4,271 | $2.06M | 0.48% | −1,825−29.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,274 | $2.06M | 0.06% | +541+14.5% | Added |
| Scharf Investments, LLC | 4,286 | $2.06M | 0.06% | +204+5.0% | Added |
| Bard Financial Services, Inc. | 4,300 | $2.07M | 0.22% | +45+1.1% | Added |
| Summit Financial, LLC | 4,306 | $2.07M | 0.12% | −362−7.8% | Reduced |
| Transcend Wealth Collective, LLC | 4,315 | $2.08M | 0.17% | +51+1.2% | Added |
| Avestar Capital, LLC | 4,318 | $2.08M | 0.24% | +929+27.4% | Added |
| Vise Technologies, Inc. | 4,320 | $2.08M | 0.41% | +103+2.4% | Added |
| Westhampton Capital, LLC | 4,337 | $2.09M | 1.14% | +50+1.2% | Added |
| Alapocas Investment Partners, Inc. | 4,352 | $2.10M | 1.25% | +20.0% | Added |
| Arthur M. Cohen & Associates, LLC | 4,294 | $2.10M | 0.44% | +70+1.7% | Added |
| SkyView Investment Advisors, LLC | 4,369 | $2.10M | 0.39% | +560+14.7% | Added |
| Calamos Wealth Management LLC | 4,385 | $2.11M | 0.12% | −4,602−51.2% | Reduced |
| Steward Partners Investment Solutions, LLC | 4,395 | $2.12M | 0.36% | +1,839+71.9% | Added |
| Consilium Wealth Advisory, LLC | 4,420 | $2.13M | 1.20% | +170+4.0% | Added |
| Smith, Moore & Co. | 4,428 | $2.13M | 0.23% | +167+3.9% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,429 | $2.13M | 0.55% | +3,251+276.0% | Added |
| Confluence Wealth Services, Inc. | 4,433 | $2.13M | 0.19% | +760+20.7% | Added |
| J. W. Coons Advisors, LLC | 4,438 | $2.14M | 0.48% | −260−5.5% | Reduced |
| Sendero Wealth Management, LLC | 4,449 | $2.14M | 0.37% | −62−1.4% | Reduced |
| Compass Wealth Management LLC | 4,450 | $2.14M | 0.54% | −50−1.1% | Reduced |
| Woodmont Investment Counsel LLC | 4,450 | $2.14M | 0.18% | +693+18.4% | Added |
| Strategic Planning Group, LLC | 4,452 | $2.14M | 0.54% | +623+16.3% | Added |
| Beacon Financial Group | 4,472 | $2.15M | 0.25% | −154−3.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,501 | $2.17M | 0.53% | −68−1.5% | Reduced |
| McDaniel Terry & Co | 4,503 | $2.17M | 0.19% | −66−1.4% | Reduced |
| TriaGen Wealth Management LLC | 4,508 | $2.17M | 0.90% | −7−0.2% | Reduced |
| Burney Co | 4,519 | $2.18M | 0.08% | −13,405−74.8% | Reduced |
| Cornercap Investment Counsel Inc | 4,527 | $2.18M | 0.34% | +49+1.1% | Added |
| AdvisorNet Financial, Inc | 4,542 | $2.19M | 0.21% | +41+0.9% | Added |
| OV Management LLC | 4,554 | $2.19M | 1.59% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,558 | $2.19M | 0.17% | −297−6.1% | Reduced |
| Premier Path Wealth Partners, LLC | 4,560 | $2.20M | 0.41% | −100−2.1% | Reduced |
| Security National Bank | 4,566 | $2.20M | 0.33% | 00.0% | Unchanged |
| Capital Counsel LLC | 4,569 | $2.20M | 0.10% | −527−10.3% | Reduced |
| Wealth Alliance | 4,587 | $2.21M | 0.29% | −159−3.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,587 | $2.21M | 1.52% | +2,187+91.1% | Added |
| Rockingstone Advisors LLC | 4,588 | $2.21M | 1.14% | −563−10.9% | Reduced |
| Revolve Wealth Partners, LLC | 4,591 | $2.21M | 0.38% | +104+2.3% | Added |
| BLB&B Advisors, LLC | 4,597 | $2.21M | 0.12% | +1,720+59.8% | Added |
| Fort Point Capital Partners LLC | 4,607 | $2.22M | 0.30% | −72−1.5% | Reduced |
| Quotient Wealth Partners, LLC | 4,618 | $2.22M | 0.08% | −307−6.2% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 4,628 | $2.23M | 1.04% | −1,357−22.7% | Reduced |
| Atlantic Trust, LLC | 4,635 | $2.23M | 0.58% | −1,616−25.9% | Reduced |
| EverSource Wealth Advisors, LLC | 4,952 | $2.23M | 0.18% | +222+4.7% | Added |
| HRT Financial LP | 4,643 | $2.23M | 0.01% | −24,146−83.9% | Reduced |
| Chemistry Wealth Management LLC | 4,647 | $2.24M | 0.60% | +45+1.0% | Added |
| Patron Partners Advisors, LLC | 4,651 | $2.24M | 1.36% | +15+0.3% | Added |
| Northwest Bank & Trust Co | 4,969 | $2.24M | 2.06% | −59−1.2% | Reduced |
| Ledyard National Bank | 4,670 | $2.25M | 0.22% | −87−1.8% | Reduced |
| Providence First Trust Co | 4,679 | $2.25M | 0.98% | −27−0.6% | Reduced |
| Delta Financial Group, Inc. | 4,690 | $2.26M | 0.66% | +8+0.2% | Added |
| Sanders Morris Harris LLC | 4,691 | $2.26M | 0.42% | +1,098+30.6% | Added |
| RMR Wealth Builders | 4,693 | $2.26M | 0.27% | +601+14.7% | Added |
| Aaron Wealth Advisors | 4,695 | $2.26M | 0.32% | +856+22.3% | Added |
| Able Wealth Management LLC | 4,702 | $2.26M | 1.98% | +22+0.5% | Added |
| Manchester Capital Management LLC | 4,709 | $2.27M | 0.28% | +269+6.1% | Added |
| First Horizon Advisors, Inc. | 4,722 | $2.27M | 0.07% | +423+9.8% | Added |
| Angeles Wealth Management, LLC | 4,733 | $2.28M | 0.23% | +734+18.4% | Added |
| Two Sigma Securities, LLC | 4,747 | $2.29M | 0.11% | +2,937+162.3% | Added |
| Garrison Point Advisors, LLC | 4,756 | $2.29M | 1.47% | +5+0.1% | Added |
| Concord Wealth Partners | 4,759 | $2.29M | 0.41% | +1,365+40.2% | Added |
| StoneX Group Inc. | 4,761 | $2.29M | 0.21% | +504+11.8% | Added |
| Headinvest, LLC | 4,778 | $2.30M | 0.45% | −123−2.5% | Reduced |
| Sentry Investment Management LLC | 4,802 | $2.31M | 0.90% | 00.0% | Unchanged |
| Paloma Partners Management Co | 4,811 | $2.32M | 0.33% | +4,811 | New |
| Resonant Capital Advisors, LLC | 4,819 | $2.32M | 0.20% | +311+6.9% | Added |
| Caldwell Investment Management Ltd. | 4,838 | $2.33M | 1.73% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 4,840 | $2.33M | 0.58% | −9,722−66.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,861 | $2.34M | 0.10% | +517+11.9% | Added |
| Focus Financial Network, Inc. | 5,172 | $2.35M | 0.11% | +5,172 | New |
| Van Hulzen Asset Management, LLC | 4,888 | $2.35M | 0.16% | +144+3.0% | Added |
| Dantai Capital Ltd | 4,900 | $2.36M | 2.73% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 4,902 | $2.36M | 0.25% | −278−5.4% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,921 | $2.37M | 0.98% | −46−0.9% | Reduced |