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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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 |
|---|---|---|---|---|---|
| Investmark Advisory Group LLC | 493 | $237.4K | 0.13% | +1+0.2% | Added |
| Kingfisher Capital LLC | 495 | $238.0K | 0.06% | +4+0.8% | Added |
| Gibson Capital, LLC | 495 | $238.4K | 0.05% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 495 | $238.4K | 0.15% | 00.0% | Unchanged |
| Builder Investment Group Inc | 496 | $238.9K | 0.07% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 499 | $239.0K | 0.12% | −55−9.9% | Reduced |
| LS Investment Advisors, LLC | 498 | $239.8K | 0.04% | 00.0% | Unchanged |
| Channel Wealth LLC | 500 | $240.8K | 0.10% | −1−0.2% | Reduced |
| Lountzis Asset Management, LLC | 500 | $240.8K | 0.11% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 500 | $240.8K | 0.24% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 500 | $240.8K | 1.02% | +500 | New |
| RE Dickinson Investment Advisors, LLC | 500 | $241.0K | 0.15% | −100−16.7% | Reduced |
| Landmark Wealth Management, LLC | 501 | $241.0K | 0.11% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 501 | $241.3K | 0.06% | −12−2.3% | Reduced |
| Carolinas Wealth Consulting LLC | 501 | $241.3K | 0.05% | +17+3.5% | Added |
| Northside Capital Management, LLC | 503 | $242.1K | 0.04% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 504 | $242.7K | 0.19% | +504 | New |
| Doheny Asset Management | 504 | $243.0K | 0.20% | +4+0.8% | Added |
| Kavar Capital Partners Group, LLC | 505 | $243.2K | 0.04% | −505−50.0% | Reduced |
| 1776 Wealth LLC | 505 | $243.2K | 0.12% | 00.0% | Unchanged |
| Apeiron RIA LLC | 506 | $243.6K | 0.07% | +1+0.2% | Added |
| Portfolio Strategies, Inc. | 507 | $244.3K | 0.02% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 508 | $244.6K | 0.07% | −125−19.7% | Reduced |
| Legacy Financial Strategies, LLC | 508 | $244.8K | 0.06% | +34+7.2% | Added |
| Fermata Advisors, LLC | 509 | $245.0K | 0.06% | +509 | New |
| Kapitalo Investimentos Ltda | 509 | $245.1K | 0.05% | −3,811−88.2% | Reduced |
| Precedent Wealth Partners, LLC | 511 | $245.9K | 0.11% | +31+6.5% | Added |
| Monticello Wealth Management, LLC | 513 | $246.9K | 0.02% | −342−40.0% | Reduced |
| Boston Common Asset Management, LLC | 512 | $247.0K | 0.01% | 00.0% | Unchanged |
| West Bancorporation Inc | 513 | $247.0K | 0.16% | −25−4.6% | Reduced |
| Financial Partners Group, Inc | 515 | $248.0K | 0.04% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 517 | $249.0K | 0.13% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 518 | $249.5K | 0.02% | 00.0% | Unchanged |
| LPWM LLC | 532 | $249.6K | 0.09% | 00.0% | Unchanged |
| Global Strategic Investment Solutions, LLC | 519 | $249.9K | 0.03% | −46−8.1% | Reduced |
| Fulton Breakefield Broenniman LLC | 519 | $250.1K | 0.02% | −93−15.2% | Reduced |
| Bank of New Hampshire | 520 | $250.4K | 0.07% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 520 | $250.4K | 0.15% | +91+21.2% | Added |
| Lodestar Private Asset Management LLC | 522 | $251.3K | 0.04% | 00.0% | Unchanged |
| Capital Advisory Group Advisory Services, LLC | 523 | $251.9K | 0.12% | 00.0% | Unchanged |
| Center For Asset Management LLC | 523 | $251.9K | 0.21% | +12+2.3% | Added |
| Braun-Bostich & Associates Inc. | 524 | $252.3K | 0.21% | +25+5.0% | Added |
| Valued Retirements, Inc. | 525 | $252.8K | 0.40% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 525 | $253.0K | 0.08% | +1+0.2% | Added |
| Accredited Investors Inc. | 526 | $253.3K | 0.02% | +39+8.0% | Added |
| Rodgers Brothers Inc. | 526 | $253.3K | 0.03% | 00.0% | Unchanged |
| Coho Partners, Ltd. | 528 | $254.3K | 0.01% | −150−22.1% | Reduced |
| Acorn Creek Capital LLC | 530 | $255.2K | 0.16% | +32+6.4% | Added |
| Fountainhead AM, LLC | 530 | $255.4K | 0.06% | −26−4.7% | Reduced |
| Alta Wealth Advisors LLC | 532 | $256.2K | 0.13% | +61+13.0% | Added |
| WR Wealth Planners, LLC | 533 | $256.7K | 0.08% | +30+6.0% | Added |
| Black Diamond Financial, LLC | 602 | $256.8K | 0.07% | 00.0% | Unchanged |
| KLR Investment Advisors, LLC | 562 | $257.1K | 0.19% | +562 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 535 | $257.7K | 0.06% | −38−6.6% | Reduced |
| Running Point Capital Advisors, LLC | 536 | $258.1K | 0.12% | −260−32.7% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 537 | $258.6K | 0.10% | +13+2.5% | Added |
| Wharton Business Group, LLC | 541 | $261.0K | 0.01% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 542 | $261.1K | 0.18% | −17−3.0% | Reduced |
| Diametric Capital, LP | 543 | $261.5K | 0.15% | +543 | New |
| Financial & Tax Architects, LLC | 543 | $261.5K | 0.07% | −157−22.4% | Reduced |
| Activest Wealth Management | 545 | $262.4K | 0.13% | +9+1.7% | Added |
| Legacy Bridge, LLC | 545 | $262.5K | 0.15% | −30−5.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 546 | $262.9K | 0.04% | 00.0% | Unchanged |
| O'Dell Group, LLC | 546 | $262.9K | 0.06% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 547 | $263.4K | 0.03% | 00.0% | Unchanged |
| Wealth Effects LLC | 548 | $263.9K | 0.10% | −57−9.4% | Reduced |
| Financial Advisory Partners, LLC | 550 | $264.9K | 0.10% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 550 | $264.9K | 0.01% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 550 | $265.0K | 0.11% | +17+3.2% | Added |
| Operose Advisors LLC | 551 | $265.3K | 0.09% | −101−15.5% | Reduced |
| Meridian Investment Counsel Inc. | 555 | $267.3K | 0.09% | −17−3.0% | Reduced |
| Glassy Mountain Advisors, Inc. | 558 | $268.7K | 0.10% | +8+1.5% | Added |
| GW Henssler & Associates Ltd | 558 | $268.7K | 0.02% | +12+2.2% | Added |
| Northstar Asset Management LLC | 559 | $269.2K | 0.07% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 559 | $269.2K | 0.12% | 00.0% | Unchanged |
| Meyer Handelman Co | 560 | $269.7K | 0.01% | +560 | New |
| Main Street Research LLC | 560 | $269.8K | 0.02% | +560 | New |
| Payden & Rygel | 560 | $270.0K | 0.02% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 560 | $270.0K | 0.02% | +560 | New |
| Integral Investment Advisors, Inc. | 565 | $270.0K | 0.11% | +21+3.9% | Added |
| Marco Investment Management LLC | 561 | $270.2K | 0.03% | +9+1.6% | Added |
| Umpqua Bank | 561 | $270.2K | 0.11% | +561 | New |
| Warther Private Wealth, LLC | 565 | $272.0K | 0.12% | −309−35.4% | Reduced |
| Breed's Hill Capital LLC | 567 | $273.1K | 0.25% | 00.0% | Unchanged |
| Alerus Financial NA | 568 | $273.5K | 0.02% | 00.0% | Unchanged |
| Humankind Investments LLC | 568 | $273.5K | 0.07% | −47−7.6% | Reduced |
| Arcadia Investment Management Corp | 568 | $273.5K | 0.05% | 00.0% | Unchanged |
| Western Financial Corp | 570 | $274.6K | 0.17% | +570 | New |
| Founders Financial Securities LLC | 573 | $275.9K | 0.03% | −2,871−83.4% | Reduced |
| Trinity Financial Advisors LLC | 573 | $276.1K | 0.12% | 00.0% | Unchanged |
| Apollon Financial, LLC | 574 | $276.4K | 0.10% | +63+12.3% | Added |
| Franklin Street Advisors Inc | 576 | $277.0K | 0.02% | +576 | New |
| Garner Asset Management Corp | 578 | $278.0K | 0.14% | 00.0% | Unchanged |
| Well Done, LLC | 578 | $278.3K | 0.05% | +63+12.2% | Added |
| Walkner Condon Financial Advisors LLC | 579 | $278.8K | 0.06% | +79+15.8% | Added |
| Tennessee Valley Asset Management Partners | 580 | $279.6K | 0.07% | +3+0.5% | Added |
| Emerald Advisors, LLC | 581 | $279.6K | 0.05% | −4−0.7% | Reduced |
| Stage Harbor Financial, LLC | 582 | $280.3K | 0.25% | −53−8.3% | Reduced |
| Atlas Private Wealth Advisors | 584 | $281.3K | 0.09% | −384−39.7% | Reduced |
| Cowa, LLC | 585 | $281.7K | 0.17% | −98−14.3% | Reduced |