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 10 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 |
|---|---|---|---|---|---|
| Cigna Investments Inc | 8,802 | $4.24M | 0.80% | −81−0.9% | Reduced |
| Syon Capital LLC | 8,804 | $4.24M | 0.40% | +364+4.3% | Added |
| Princeton Capital Management LLC | 8,822 | $4.25M | 1.53% | +1,808+25.8% | Added |
| Oak Family Advisors, LLC | 8,829 | $4.25M | 1.63% | −54−0.6% | Reduced |
| Moors & Cabot, Inc. | 8,871 | $4.27M | 0.23% | +231+2.7% | Added |
| Next Century Growth Investors LLC | 8,871 | $4.27M | 0.37% | +118+1.3% | Added |
| Cullen Investment Group, Ltd. | 8,925 | $4.28M | 0.67% | −762−7.9% | Reduced |
| Mirabaud & Cie SA | 8,886 | $4.28M | 1.52% | −154−1.7% | Reduced |
| Bey-Douglas LLC | 8,933 | $4.30M | 4.12% | −156−1.7% | Reduced |
| Inspirion Wealth Advisors, LLC | 8,943 | $4.31M | 0.71% | −9−0.1% | Reduced |
| RB Capital Management, LLC | 8,980 | $4.32M | 1.16% | +255+2.9% | Added |
| Concentric Wealth Management, LLC | 9,012 | $4.34M | 1.16% | −199−2.2% | Reduced |
| Citizens Business Bank | 9,051 | $4.36M | 0.91% | −247−2.7% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 9,053 | $4.36M | 0.35% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 9,123 | $4.39M | 0.49% | −260−2.8% | Reduced |
| AlTi Global, Inc. | 9,128 | $4.40M | 0.12% | +1,495+19.6% | Added |
| GTS Securities LLC | 9,155 | $4.41M | 0.12% | −10,290−52.9% | Reduced |
| Mathes Company, Inc. | 9,171 | $4.42M | 1.65% | −106−1.1% | Reduced |
| Farther Finance Advisors, LLC | 9,271 | $4.44M | 0.27% | −748−7.5% | Reduced |
| Fairhaven Wealth Management, LLC | 9,213 | $4.44M | 1.52% | −246−2.6% | Reduced |
| Flagship Harbor Advisors, LLC | 9,231 | $4.45M | 0.29% | −513−5.3% | Reduced |
| Tranquility Partners, LLC | 9,264 | $4.46M | 1.72% | −84−0.9% | Reduced |
| Anchor Investment Management, LLC | 9,267 | $4.46M | 0.47% | +106+1.2% | Added |
| Buckingham Strategic Wealth, LLC | 9,269 | $4.46M | 0.05% | +147+1.6% | Added |
| Bank Ozk | 9,275 | $4.47M | 2.00% | +53+0.6% | Added |
| Trust Co of Toledo NA | 9,278 | $4.47M | 0.70% | +1,542+19.9% | Added |
| Ameritas Advisory Services, LLC | 10,018 | $4.49M | 0.19% | −59−0.6% | Reduced |
| Arkadios Wealth Advisors | 9,369 | $4.51M | 0.35% | −14−0.1% | Reduced |
| Buckingham Strategic Partners | 9,383 | $4.52M | 0.13% | +6,225+197.1% | Added |
| Ibex Wealth Advisors | 13,007 | $4.52M | 1.23% | +12,994+99,953.8% | Added |
| Quadrant Capital Group LLC | 9,399 | $4.53M | 0.36% | −119−1.3% | Reduced |
| We Are One Seven, LLC | 9,408 | $4.53M | 0.24% | +1,622+20.8% | Added |
| Change Path, LLC | 9,424 | $4.54M | 0.18% | +2,819+42.7% | Added |
| Leelyn Smith, LLC | 9,427 | $4.54M | 0.91% | −97−1.0% | Reduced |
| Harvest Fund Management Co., Ltd | 9,484 | $4.56M | 0.41% | +5,694+150.2% | Added |
| Harbour Investments, Inc. | 9,486 | $4.57M | 0.16% | +6,740+245.4% | Added |
| North Star Investment Management Corp. | 9,504 | $4.58M | 0.33% | −272−2.8% | Reduced |
| One River Asset Management, LLC | 9,510 | $4.58M | 1.44% | +9,510 | New |
| Martin Capital Advisors, LLP | 9,538 | $4.59M | 3.60% | 00.0% | Unchanged |
| Duff & Phelps Investment Management Co | 9,549 | $4.60M | 0.06% | +282+3.0% | Added |
| Wambolt & Associates, LLC | 9,647 | $4.62M | 1.38% | +2,155+28.8% | Added |
| Mather Group, LLC. | 10,826 | $4.62M | 0.07% | −591−5.2% | Reduced |
| Spirepoint Private Client, LLC | 9,593 | $4.62M | 0.70% | +9,593 | New |
| Page Arthur B | 9,629 | $4.64M | 4.77% | −770−7.4% | Reduced |
| Greenline Partners, LLC | 9,633 | $4.64M | 0.74% | 00.0% | Unchanged |
| Peddock Capital Advisors, LLC | 9,636 | $4.64M | 1.22% | +181+1.9% | Added |
| Morse Asset Management, Inc | 9,672 | $4.66M | 1.19% | +439+4.8% | Added |
| Keebeck Wealth Management, LLC | 9,674 | $4.66M | 0.69% | −259−2.6% | Reduced |
| GeoWealth Management, LLC | 9,697 | $4.67M | 0.18% | +3,007+44.9% | Added |
| Asset Dedication, LLC | 9,837 | $4.67M | 0.35% | −139−1.4% | Reduced |
| L.M. Kohn & Company | 9,716 | $4.68M | 1.31% | +56+0.6% | Added |
| Grandfield & Dodd, LLC | 9,717 | $4.68M | 0.30% | −193−1.9% | Reduced |
| Clarius Group, LLC | 9,726 | $4.68M | 0.32% | −1,171−10.7% | Reduced |
| Peoples Financial Services Corp. | 9,745 | $4.69M | 2.04% | −934−8.7% | Reduced |
| Farmers National Bank | 9,749 | $4.69M | 1.40% | −127−1.3% | Reduced |
| Trust Asset Management LLC | 9,761 | $4.70M | 0.41% | −23−0.2% | Reduced |
| Ameritas Investment Partners, Inc. | 9,799 | $4.72M | 0.16% | −286−2.8% | Reduced |
| Portfolio Design Labs, LLC | 9,807 | $4.72M | 1.59% | −5,907−37.6% | Reduced |
| Centric Wealth Management | 10,469 | $4.72M | 1.50% | +147+1.4% | Added |
| Mission Wealth Management, LP | 9,819 | $4.73M | 0.13% | +4,261+76.7% | Added |
| Reliant Investment Management, LLC | 9,830 | $4.73M | 2.22% | −40−0.4% | Reduced |
| Financial Counselors Inc | 9,861 | $4.75M | 0.08% | +337+3.5% | Added |
| Bahl & Gaynor Inc | 9,869 | $4.75M | 0.03% | −256−2.5% | Reduced |
| Jasper Ridge Partners, L.P. | 9,871 | $4.75M | 0.15% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 9,893 | $4.76M | 1.42% | +428+4.5% | Added |
| Bremer Bank National Association | 9,893 | $4.76M | 0.88% | +761+8.3% | Added |
| NovaPoint Capital, LLC | 9,911 | $4.77M | 1.67% | −783−7.3% | Reduced |
| Modera Wealth Management, LLC | 9,917 | $4.78M | 0.07% | +424+4.5% | Added |
| Kampmann Melissa S. | 9,932 | $4.78M | 3.44% | −300−2.9% | Reduced |
| Institute for Wealth Management, LLC. | 9,939 | $4.79M | 0.62% | −193−1.9% | Reduced |
| IHT Wealth Management, LLC | 9,980 | $4.81M | 0.19% | −797−7.4% | Reduced |
| NorthRock Partners, LLC | 9,982 | $4.81M | 0.18% | +607+6.5% | Added |
| American Trust | 9,983 | $4.81M | 0.44% | +1,083+12.2% | Added |
| Winmill & Co. Inc | 10,000 | $4.82M | 1.37% | 00.0% | Unchanged |
| Matthew 25 Management Corp | 10,000 | $4.82M | 1.64% | 00.0% | Unchanged |
| Telemark Asset Management, LLC | 10,000 | $4.82M | 0.50% | 00.0% | Unchanged |
| Hikari Power Ltd | 10,000 | $4.82M | 0.41% | 00.0% | Unchanged |
| Rench Wealth Management, Inc. | 10,011 | $4.82M | 1.85% | +10,011 | New |
| CTC LLC | 10,025 | $4.83M | 0.08% | +10,025 | New |
| ROI Financial Advisors, LLC | 10,028 | $4.83M | 3.80% | −139−1.4% | Reduced |
| Norden Group LLC | 10,052 | $4.84M | 0.98% | +2,046+25.6% | Added |
| Sigma Planning Corp | 10,136 | $4.88M | 0.15% | +5,604+123.7% | Added |
| Okabena Investment Services Inc | 10,144 | $4.89M | 1.63% | −1,069−9.5% | Reduced |
| Aft, Forsyth & Company, Inc. | 10,156 | $4.89M | 2.79% | −485−4.6% | Reduced |
| Williams Jones Wealth Management, LLC. | 10,222 | $4.92M | 0.06% | +130+1.3% | Added |
| Boit C F David | 11,140 | $4.92M | 2.69% | 00.0% | Unchanged |
| Summit X, LLC | 10,217 | $4.93M | 1.26% | +101+1.0% | Added |
| Western Wealth Management, LLC | 10,255 | $4.94M | 0.38% | +22+0.2% | Added |
| DRW Securities, LLC | 10,257 | $4.94M | 0.28% | −293−2.8% | Reduced |
| Processus Wealth & Capital Management, LLC | 10,281 | $4.95M | 4.39% | +1,388+15.6% | Added |
| Prospera Financial Services Inc | 10,271 | $4.95M | 0.15% | +577+6.0% | Added |
| Engineers Gate Manager LP | 10,367 | $4.99M | 0.13% | +9,832+1,837.8% | Added |
| Lighthouse Investment Partners, LLC | 10,378 | $5.00M | 0.29% | +4,379+73.0% | Added |
| ICW Investment Advisors LLC | 10,401 | $5.01M | 2.23% | −54−0.5% | Reduced |
| Aviance Capital Partners, LLC | 10,411 | $5.01M | 0.75% | +4,750+83.9% | Added |
| Kennedy Investment Group | 10,422 | $5.02M | 2.68% | −339−3.2% | Reduced |
| Northeast Financial Consultants Inc | 10,422 | $5.02M | 0.25% | +158+1.5% | Added |
| Galvin, Gaustad & Stein, LLC | 10,485 | $5.05M | 0.46% | −779−6.9% | Reduced |
| Vanguard Capital Wealth Advisors | 10,582 | $5.10M | 3.58% | +15+0.1% | Added |
| Stanley-Laman Group, Ltd. | 10,589 | $5.10M | 0.71% | −659−5.9% | Reduced |