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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 13 sales; 3,634 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
3,123
+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
1,227 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.

Institutional holdersQ1 2024: 3,123 institutions
Q1 2021: 2,484 institutionsQ2 2021: 2,494 institutionsQ3 2021: 2,455 institutionsQ4 2021: 2,646 institutionsQ1 2022: 2,624 institutionsQ2 2022: 2,595 institutionsQ3 2022: 2,556 institutionsQ4 2022: 2,715 institutionsQ1 2023: 2,738 institutionsQ2 2023: 2,788 institutionsQ3 2023: 2,823 institutionsQ4 2023: 3,042 institutionsQ1 2024: 3,123 institutionsQ2 2024: 3,123 institutionsQ3 2024: 3,147 institutionsQ4 2024: 3,450 institutionsQ1 2025: 3,492 institutionsQ2 2025: 3,537 institutionsQ3 2025: 3,512 institutionsQ4 2025: 3,742 institutionsQ1 2026: 3,634 institutionsQ2 2026: 3,634 institutions
Value heldQ1 2024: $343.5B
Q1 2021: $265.3BQ2 2021: $270.2BQ3 2021: $255.2BQ4 2021: $264.8BQ1 2022: $262.5BQ2 2022: $231.2BQ3 2022: $207.8BQ4 2022: $253.3BQ1 2023: $263.3BQ2 2023: $282.6BQ3 2023: $283.0BQ4 2023: $305.0BQ1 2024: $343.5BQ2 2024: $314.8BQ3 2024: $351.6BQ4 2024: $422.8BQ1 2025: $438.3BQ2 2025: $448.2BQ3 2025: $445.2BQ4 2025: $450.8BQ1 2026: $383.8BQ2 2026: $396.2B
Institutions holding MA and their total value by quarter
QuarterHoldersValue
Q2 20263,634$396.2B
Q1 20263,634$383.8B
Q4 20253,742$450.8B
Q3 20253,512$445.2B
Q2 20253,537$448.2B
Q1 20253,492$438.3B
Q4 20243,450$422.8B
Q3 20243,147$351.6B
Q2 20243,123$314.8B
Q1 20243,123$343.5B
Q4 20233,042$305.0B
Q3 20232,823$283.0B
Q2 20232,788$282.6B
Q1 20232,738$263.3B
Q4 20222,715$253.3B
Q3 20222,556$207.8B
Q2 20222,595$231.2B
Q1 20222,624$262.5B
Q4 20212,646$264.8B
Q3 20212,455$255.2B
Q2 20212,494$270.2B
Q1 20212,484$265.3B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q4 2023.

Institutions holding MA in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Creative Financial Designs Inc392$188.8K0.02%+15+4.0%Added
Caitlin John, LLC394$189.8K0.14%+4+1.0%Added
Trustco Bank Corp N Y418$201.3K0.21%+418New
Johnson Bixby & Associates, LLC418$201.3K0.03%+418New
Traynor Capital Management, Inc.419$201.6K0.02%+419New
Oliver Luxxe Assets LLC419$201.8K0.04%+419New
Mirador Capital Partners LP419$202.0K0.04%+419New
O'Rourke & Company, Inc420$202.0K0.12%+420New
Vaughan David Investments LLC421$203.0K0.01%−176−29.5%Reduced
Brave Warrior Advisors, LLC422$203.2K0.00%+422New
Passive Capital Management, LLC.422$203.2K0.08%+422New
Financial Security Advisor, Inc.423$203.9K0.07%+423New
BluePath Capital Management, LLC425$204.5K0.16%+425New
Integrated Investment Consultants, LLC425$204.7K0.06%+425New
IMPACTfolio, LLC430$206.9K0.13%+430New
Smith Shellnut Wilson LLC430$207.1K0.11%+430New
Evolution Wealth Advisors, LLC431$207.6K0.04%+431New
Lewis Asset Management, LLC431$207.7K0.17%+431New
LifePlan Investment Advisors, Inc.432$208.0K0.17%+432New
Raleigh Capital Management Inc.432$208.1K0.09%+247+133.5%Added
Jessup Wealth Management, Inc433$208.7K0.09%+433New
Allegheny Financial Group LTD434$208.9K0.06%+434New
Pineridge Advisors LLC434$209.0K0.07%+115+36.1%Added
Fca Corp434$209.0K0.07%+434New
Hamilton Point Investment Advisors, LLC434$209.0K0.04%+434New
Crestone Asset Management LLC434$209.0K0.04%+434New
ERn Financial, LLC434$209.2K0.04%+434New
Ables, Iannone, Moore & Associates, Inc.435$209.5K0.15%00.0%Unchanged
Cabot Wealth Management Inc435$209.5K0.03%+435New
CSM Advisors, LLC435$210.0K0.01%+435New
Centennial Wealth Advisory LLC437$210.5K0.10%+437New
Central Bank & Trust Co438$210.9K0.03%−163−27.1%Reduced
Warwick Investment Management, Inc.440$211.9K0.05%+440New
Opus Capital Group, LLC440$212.0K0.03%+440New
Summit Financial Group Inc441$212.4K0.08%+441New
Strategic Financial Concepts, LLC442$212.9K0.05%+442New
Newbridge Financial Services Group, Inc.442$213.0K0.09%−215−32.7%Reduced
Abundance Wealth Counselors442$213.0K0.05%−100−18.5%Reduced
Diversified, LLC443$213.3K0.03%+443New
Foguth Wealth Management, LLC.443$213.3K0.11%+443New
RNC Capital Management LLC445$214.1K0.01%+445New
Private Ocean, LLC445$214.3K0.02%00.0%Unchanged
Financial Enhancement Group LLC463$215.5K0.04%+463New
Pacific Capital Wealth Advisors, Inc449$216.2K0.05%00.0%Unchanged
Bell Investment Advisors, Inc449$216.2K0.04%+11+2.5%Added
Schulz Wealth, LTD.450$216.7K0.19%+450New
Pacific Center for Financial Services450$216.9K0.06%+43+10.6%Added
Montz Harcus Wealth Management LLC451$217.2K0.15%+451New
Capital Advisors Wealth Management, LLC451$217.4K0.05%+451New
American Capital Advisory, LLC600$218.0K0.19%00.0%Unchanged
Hill Investment Group Partners, LLC453$218.2K0.03%+453New
Hoylecohen, LLC453$218.2K0.02%+453New
Benchmark Financial Wealth Advisors, LLC454$218.4K0.08%+454New
Seldon Capital LP454$218.6K0.13%+454New
Finivi Inc.454$218.7K0.20%+454New
Citizens National Bank Trust Department455$219.1K0.05%00.0%Unchanged
Addison Advisors LLC455$219.1K0.08%+55+13.8%Added
Pinnacle Holdings, LLC456$219.6K0.09%00.0%Unchanged
Capital Investment Services of America, Inc.456$219.6K0.02%+456New
Landaas & Co457$220.0K0.07%+457New
West Paces Advisors Inc.457$220.1K0.06%+32+7.5%Added
Safeguard Financial, LLC458$220.6K0.07%+458New
Holistic Financial Partners458$220.6K0.11%−80−14.9%Reduced
LJI Wealth Management, LLC459$221.0K0.06%+459New
Granite Group Advisors, LLC460$221.5K0.15%00.0%Unchanged
REAP Financial Group, LLC460$221.5K0.06%00.0%Unchanged
First Financial Bank - Trust Division461$222.0K0.02%−68−12.9%Reduced
Coastwise Capital Group, LLC461$222.1K0.21%+461New
Carl P. Sherr & Co., LLC463$223.0K0.13%+463New
Watts Gwilliam & Co., LLC492$223.5K0.07%+492New
Mattern Wealth Management LLC465$223.9K0.05%+465New
Bedell Frazier Investment Counseling, LLC465$223.9K0.06%+465New
Camden National Bank466$224.4K0.04%−6−1.3%Reduced
ORBA Wealth Advisors, L.L.C.467$224.9K0.12%+467New
Greenwich Wealth Management LLC469$226.0K0.02%+469New
Systematic Portfolios LLC470$226.3K0.78%−210−30.9%Reduced
Financial Symmetry Inc470$226.3K0.20%−6−1.3%Reduced
Wayfinding Financial, LLC500$227.0K0.13%+500New
Exchange Capital Management, Inc.473$227.8K0.04%+473New
Gallacher Capital Management LLC473$228.0K0.12%+473New
Heathbridge Capital Management Ltd.475$228.7K0.09%00.0%Unchanged
Fluent Financial, LLC475$228.7K0.13%00.0%Unchanged
Von Berge Wealth Management Group, LLC475$228.9K0.15%+475New
Correct Capital Wealth Management476$229.2K0.05%00.0%Unchanged
Palogic Value Management, L.P.476$229.2K0.10%+5+1.1%Added
Yoder Wealth Management, Inc.477$229.7K0.15%−26−5.2%Reduced
Shakespeare Wealth Management, Inc.478$230.2K0.07%+478New
Pitti Group Wealth Management, LLC493$230.9K0.26%−4−0.8%Reduced
Flynn Zito Capital Management, LLC481$231.4K0.12%+481New
Encompass More Asset Management482$232.1K0.19%−1−0.2%Reduced
Sym Financial Corp484$233.1K0.04%+484New
Ullmann Financial Group, Inc.485$233.6K0.03%+485New
New Millennium Group LLC486$234.1K0.18%−2,818−85.3%Reduced
Regimen Wealth, LLC486$234.2K0.08%00.0%Unchanged
J.Safra Asset Management Corp487$234.5K0.03%−3−0.6%Reduced
Wealthstream Advisors, Inc.487$234.6K0.09%+487New
GoalVest Advisory LLC490$236.0K0.08%−68−12.2%Reduced
DiNuzzo Private Wealth, Inc.491$236.5K0.03%00.0%Unchanged
TCWP LLC491$236.5K0.63%+491New
Financial Management Professionals, Inc.492$237.0K0.03%−37−7.0%Reduced