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 |
|---|---|---|---|---|---|
| Cape Cod Five Cents Savings Bank | 4,926 | $2.37M | 0.23% | −377−7.1% | Reduced |
| Howland Capital Management LLC | 4,934 | $2.38M | 0.11% | −191−3.7% | Reduced |
| First United Bank Trust | 4,937 | $2.38M | 0.88% | +78+1.6% | Added |
| Sepio Capital, LP | 4,945 | $2.38M | 0.20% | −393−7.4% | Reduced |
| Prosperitas Financial LLC | 4,962 | $2.39M | 1.53% | +526+11.9% | Added |
| Beverly Hills Private Wealth, LLC | 4,977 | $2.40M | 0.55% | −412−7.6% | Reduced |
| Chicago Trust Co NA | 4,981 | $2.40M | 0.50% | −173−3.4% | Reduced |
| Hamilton Capital Partners Inc. | 4,981 | $2.40M | 0.29% | +3,481+232.1% | Added |
| Great Lakes Retirement, Inc. | 4,982 | $2.40M | 0.36% | +63+1.3% | Added |
| Geller Advisors LLC | 4,992 | $2.40M | 0.19% | +403+8.8% | Added |
| Bourne Lent Asset Management Inc | 4,998 | $2.41M | 0.97% | 00.0% | Unchanged |
| Peterson Wealth Management | 5,003 | $2.41M | 1.74% | +1,259+33.6% | Added |
| Cornerstone Wealth Group, LLC | 5,018 | $2.42M | 0.22% | +827+19.7% | Added |
| DeDora Capital, Inc. | 5,022 | $2.42M | 0.77% | −440−8.1% | Reduced |
| James Hambro & Partners | 5,048 | $2.43M | 0.11% | −369−6.8% | Reduced |
| Principle Wealth Partners LLC | 5,050 | $2.43M | 0.19% | +71+1.4% | Added |
| S.A. Mason LLC | 5,056 | $2.43M | 1.46% | +10.0% | Added |
| Mechanics Bank Trust Department | 5,069 | $2.44M | 0.36% | −119−2.3% | Reduced |
| Olstein Capital Management, L.P. | 5,093 | $2.45M | 0.40% | −1,407−21.6% | Reduced |
| Richard Bernstein Advisors LLC | 5,096 | $2.45M | 0.05% | −250−4.7% | Reduced |
| Institutional & Family Asset Management, LLC | 5,112 | $2.46M | 0.39% | −52−1.0% | Reduced |
| Riverpark Capital Management LLC | 5,126 | $2.47M | 3.39% | 00.0% | Unchanged |
| SFM, LLC | 5,133 | $2.47M | 1.89% | −321−5.9% | Reduced |
| Girard Partners Ltd. | 5,133 | $2.47M | 0.23% | −170−3.2% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,137 | $2.47M | 0.13% | +4+0.1% | Added |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.49M | 0.80% | 00.0% | Unchanged |
| RDST Capital LLC | 5,170 | $2.49M | 0.62% | −780−13.1% | Reduced |
| Deane Retirement Strategies, Inc. | 5,188 | $2.50M | 1.27% | +90+1.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,186 | $2.50M | 0.37% | −108−2.0% | Reduced |
| Lindbrook Capital, LLC | 5,206 | $2.51M | 0.23% | +374+7.7% | Added |
| FCG Investment Co | 5,209 | $2.51M | 2.01% | +2,592+99.0% | Added |
| Symmetry Partners, LLC | 5,216 | $2.51M | 0.20% | 00.0% | Unchanged |
| Handelsinvest Investeringsforvaltning | 5,229 | $2.52M | 1.21% | −945−15.3% | Reduced |
| Amarillo National Bank | 5,241 | $2.52M | 0.47% | −50−0.9% | Reduced |
| Simon Quick Advisors, LLC | 5,243 | $2.52M | 0.19% | +33+0.6% | Added |
| Heartland Bank & Trust Co | 5,262 | $2.53M | 1.47% | −13−0.2% | Reduced |
| Parkside Financial Bank & Trust | 5,268 | $2.54M | 0.41% | −125−2.3% | Reduced |
| Martin & Co Inc | 5,297 | $2.55M | 0.62% | −174−3.2% | Reduced |
| Quantum Private Wealth, LLC | 5,306 | $2.56M | 0.95% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 5,309 | $2.56M | 0.87% | +15+0.3% | Added |
| Point72 (DIFC) Ltd | 5,340 | $2.57M | 0.20% | +5,340 | New |
| Chatham Capital Group, Inc. | 5,351 | $2.58M | 0.47% | +328+6.5% | Added |
| Bulltick Wealth Management, LLC | 5,362 | $2.58M | 0.54% | −224−4.0% | Reduced |
| Eley Financial Management, Inc | 5,369 | $2.59M | 1.11% | +5,369 | New |
| Vestmark Advisory Solutions, Inc. | 5,370 | $2.59M | 0.11% | −205−3.7% | Reduced |
| Inlet Private Wealth, LLC | 5,372 | $2.59M | 0.72% | 00.0% | Unchanged |
| Optimum Investment Advisors | 5,385 | $2.59M | 1.19% | −190−3.4% | Reduced |
| Leo Wealth, LLC | 5,401 | $2.59M | 0.27% | +590+12.3% | Added |
| Stableford Capital II LLC | 5,395 | $2.60M | 1.04% | −469−8.0% | Reduced |
| Tolleson Wealth Management, Inc. | 5,406 | $2.60M | 0.51% | −564−9.4% | Reduced |
| Cordatus Wealth Management LLC | 5,410 | $2.60M | 1.89% | +26+0.5% | Added |
| Pinkerton Retirement Specialists, LLC | 5,412 | $2.61M | 0.42% | −144−2.6% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,415 | $2.61M | 2.43% | −330−5.7% | Reduced |
| Sovereign Financial Group, Inc. | 5,431 | $2.62M | 0.69% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 5,445 | $2.62M | 0.28% | +68+1.3% | Added |
| Boomfish Wealth Group, LLC | 5,489 | $2.64M | 1.78% | −357−6.1% | Reduced |
| Marion Wealth Management | 5,498 | $2.65M | 0.79% | +25+0.5% | Added |
| Ally Financial Inc. | 5,500 | $2.65M | 0.36% | +5,500 | New |
| My Legacy Advisors, LLC | 5,502 | $2.65M | 0.89% | +46+0.8% | Added |
| Wealthcare Advisory Partners LLC | 5,505 | $2.65M | 0.09% | +613+12.5% | Added |
| Voya Financial Advisors, Inc. | 5,551 | $2.65M | 0.30% | −89−1.6% | Reduced |
| Catalytic Wealth RIA, LLC | 5,520 | $2.66M | 0.53% | +1,042+23.3% | Added |
| RiverPark Advisors, LLC | 5,523 | $2.66M | 2.19% | −179−3.1% | Reduced |
| Benchmark Investment Advisors LLC | 5,526 | $2.66M | 2.10% | −5−0.1% | Reduced |
| RSM US Wealth Management LLC | 5,540 | $2.67M | 0.07% | −324−5.5% | Reduced |
| Unique Wealth Strategies, LLC | 5,554 | $2.67M | 1.31% | +414+8.1% | Added |
| Churchill Management Corp | 5,562 | $2.68M | 0.03% | −1,096−16.5% | Reduced |
| Weatherly Asset Management L. P. | 5,571 | $2.68M | 0.26% | +130+2.4% | Added |
| Wright Investors Service Inc | 5,598 | $2.70M | 0.68% | −11−0.2% | Reduced |
| SeaBridge Investment Advisors LLC | 5,603 | $2.70M | 0.71% | +720+14.7% | Added |
| Mutual Advisors, LLC | 5,647 | $2.72M | 0.09% | +888+18.7% | Added |
| Trail Ridge Investment Advisors, LLC | 5,656 | $2.72M | 1.54% | −221−3.8% | Reduced |
| Gold Investment Management Ltd. | 5,665 | $2.73M | 1.10% | +23+0.4% | Added |
| Chilton Capital Management LLC | 5,665 | $2.73M | 0.13% | +357+6.7% | Added |
| Clark Capital Management Group, Inc. | 5,671 | $2.73M | 0.02% | +1,423+33.5% | Added |
| Citizens Financial Group Inc | 5,683 | $2.74M | 0.09% | +885+18.4% | Added |
| Staley Capital Advisers Inc | 5,686 | $2.74M | 0.13% | +205+3.7% | Added |
| Nia Impact Advisors, LLC | 5,690 | $2.74M | 1.09% | +5,690 | New |
| Wealth Group, Ltd. | 5,700 | $2.75M | 2.07% | +5,700 | New |
| Segment Wealth Management, LLC | 5,712 | $2.75M | 0.21% | +495+9.5% | Added |
| Sicart Associates LLC | 5,713 | $2.75M | 1.01% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 5,725 | $2.76M | 0.06% | +1,006+21.3% | Added |
| Passumpsic Savings Bank | 5,728 | $2.76M | 1.76% | +5,728 | New |
| Sander Capital Advisors Inc | 5,740 | $2.76M | 1.35% | +47+0.8% | Added |
| Daymark Wealth Partners, LLC | 5,742 | $2.77M | 0.15% | −192−3.2% | Reduced |
| Hancock Whitney Corp | 5,750 | $2.77M | 0.10% | −676−10.5% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 5,753 | $2.77M | 0.95% | +165+3.0% | Added |
| Wrapmanager Inc | 5,757 | $2.77M | 0.77% | +38+0.7% | Added |
| Benjamin Edwards Inc | 5,764 | $2.78M | 0.55% | +121+2.1% | Added |
| Jacobi Capital Management LLC | 5,780 | $2.78M | 0.26% | +136+2.4% | Added |
| West Branch Capital LLC | 5,780 | $2.78M | 1.12% | +431+8.1% | Added |
| Skopos Labs, Inc. | 5,828 | $2.79M | 1.20% | +104+1.8% | Added |
| Jackson Square Capital, LLC | 5,796 | $2.79M | 0.72% | +24+0.4% | Added |
| SRS Capital Advisors, Inc. | 5,799 | $2.79M | 0.29% | +6+0.1% | Added |
| Hyperion Capital Advisors LP | 5,804 | $2.80M | 1.32% | 00.0% | Unchanged |
| Simmons Bank | 5,805 | $2.80M | 0.21% | −12−0.2% | Reduced |
| Alpha Cubed Investments, LLC | 5,815 | $2.80M | 0.15% | −799−12.1% | Reduced |
| LVW Advisors, LLC | 5,824 | $2.80M | 0.47% | +271+4.9% | Added |
| Capital Investment Advisors, LLC | 5,844 | $2.81M | 0.07% | +1,346+29.9% | Added |
| Piscataqua Savings Bank | 5,845 | $2.81M | 2.48% | −402−6.4% | Reduced |