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; 3,634 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 |
|---|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 820 | $395.1K | 0.02% | +76+10.2% | Added |
| Zullo Investment Group, Inc. | 821 | $395.4K | 0.19% | +19+2.4% | Added |
| Financial Council Asset Management Inc | 822 | $395.9K | 0.23% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 826 | $397.8K | 0.31% | +826 | New |
| PBMares Wealth Management LLC | 826 | $397.9K | 0.10% | +66+8.7% | Added |
| Montis Financial, LLC | 827 | $398.3K | 0.19% | −20−2.4% | Reduced |
| Triasima Portfolio Management inc. | 829 | $399.2K | 0.03% | −135−14.0% | Reduced |
| Horst & Graben Wealth Management LLC | 830 | $399.8K | 0.08% | −238−22.3% | Reduced |
| Magnolia Capital Advisors LLC | 878 | $399.8K | 0.33% | +99+12.7% | Added |
| Austin Private Wealth, LLC | 839 | $400.5K | 0.05% | +4+0.5% | Added |
| Oldfather Financial Services, LLC | 832 | $400.7K | 0.16% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 833 | $401.1K | 0.28% | −159−16.0% | Reduced |
| McAdam, LLC | 835 | $401.9K | 0.03% | +66+8.6% | Added |
| CFS Investment Advisory Services, LLC | 835 | $402.0K | 0.07% | +43+5.4% | Added |
| Cypress Capital, LLC | 839 | $404.0K | 0.11% | −142−14.5% | Reduced |
| Lockerman Financial Group, Inc. | 839 | $404.0K | 0.77% | −4−0.5% | Reduced |
| Compagnie Lombard Odier SCmA | 840 | $404.5K | 0.01% | −975−53.7% | Reduced |
| Chemung Canal Trust Co | 841 | $405.0K | 0.08% | 00.0% | Unchanged |
| BCS Wealth Management | 843 | $406.0K | 0.13% | −41−4.6% | Reduced |
| Hamel Associates, Inc. | 844 | $406.4K | 0.13% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 845 | $406.8K | 0.06% | +845 | New |
| Somerset Trust Co | 848 | $408.4K | 0.17% | +53+6.7% | Added |
| Arden Trust Co | 848 | $408.4K | 0.06% | −31−3.5% | Reduced |
| Vision Capital Management, Inc. | 849 | $408.9K | 0.06% | −75−8.1% | Reduced |
| Waters Parkerson & Co., LLC | 850 | $409.0K | 0.02% | 00.0% | Unchanged |
| Advisor Resource Council | 960 | $409.4K | 0.17% | −450−31.9% | Reduced |
| Motive Wealth Advisors | 851 | $409.8K | 0.25% | +332+64.0% | Added |
| Oarsman Capital, Inc. | 857 | $412.7K | 0.10% | −26−2.9% | Reduced |
| Crestmont Private Wealth LLC | 857 | $412.7K | 0.20% | +107+14.3% | Added |
| Altus Wealth Group LLC | 857 | $412.7K | 0.21% | −50−5.5% | Reduced |
| Woodward Diversified Capital, LLC | 858 | $413.2K | 0.26% | +26+3.1% | Added |
| Spectrum Wealth Counsel, LLC | 858 | $413.2K | 0.05% | −5−0.6% | Reduced |
| Planning Capital Management Corp | 859 | $413.7K | 0.30% | −32−3.6% | Reduced |
| Heck Capital Advisors, LLC | 860 | $414.1K | 0.06% | 00.0% | Unchanged |
| Cutler Group LP | 862 | $415.0K | 0.21% | +839+3,647.8% | Added |
| DSC Advisors, L.P. | 862 | $415.1K | 0.67% | +42+5.1% | Added |
| Genus Capital Management Inc. | 864 | $416.1K | 0.05% | +864 | New |
| Albion Financial Group | 866 | $417.0K | 0.03% | +33+4.0% | Added |
| Manchester Financial Inc | 871 | $419.4K | 0.11% | +142+19.5% | Added |
| Summit Financial Wealth Advisors, LLC | 872 | $419.9K | 0.09% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 872 | $419.9K | 0.07% | +107+14.0% | Added |
| First Business Financial Services, Inc. | 875 | $421.4K | 0.05% | −175−16.7% | Reduced |
| Hudock, Inc. | 877 | $422.4K | 0.09% | +1+0.1% | Added |
| Family Management Corp | 883 | $425.2K | 0.08% | −5,527−86.2% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 884 | $425.5K | 0.27% | +1+0.1% | Added |
| Valley National Advisers Inc | 885 | $426.0K | 0.06% | +69+8.5% | Added |
| Founders Financial Alliance, LLC | 888 | $427.6K | 0.13% | −29−3.2% | Reduced |
| NWF Advisory Services Inc. | 890 | $428.6K | 0.07% | +20+2.3% | Added |
| CM Wealth Advisors LLC | 948 | $430.1K | 0.12% | +260+37.8% | Added |
| Wulff, Hansen & Co. | 895 | $431.0K | 0.43% | +895 | New |
| BIP Wealth, LLC | 897 | $432.0K | 0.03% | +337+60.2% | Added |
| Trilogy Capital Inc. | 898 | $432.5K | 0.02% | +898 | New |
| Lipe & Dalton | 900 | $433.0K | 0.22% | 00.0% | Unchanged |
| Saiph Capital, LLC | 899 | $433.0K | 0.20% | +172+23.7% | Added |
| Raffa Wealth Management, LLC | 901 | $433.9K | 0.13% | +704+357.4% | Added |
| Parcion Private Wealth LLC | 903 | $434.9K | 0.04% | 00.0% | Unchanged |
| Nvest Financial, LLC | 906 | $436.3K | 0.29% | +87+10.6% | Added |
| Echo45 Advisors LLC | 908 | $437.3K | 0.31% | +209+29.9% | Added |
| Edge Financial Advisors LLC | 909 | $437.9K | 0.39% | +909 | New |
| Boston Mountain Money Management Inc | 910 | $438.4K | 0.30% | +910 | New |
| Strategy Asset Managers LLC | 911 | $438.7K | 0.09% | +4+0.4% | Added |
| Catalyst Private Wealth, LLC | 911 | $438.7K | 0.23% | +911 | New |
| BEAM Asset Management, LLC | 912 | $439.3K | 0.26% | +149+19.5% | Added |
| First Financial Corp | 914 | $440.2K | 0.22% | −301−24.8% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 914 | $440.2K | 0.30% | +14+1.6% | Added |
| Sigma Investment Counselors Inc | 917 | $441.6K | 0.03% | +109+13.5% | Added |
| Meadow Creek Wealth Advisors LLC | 918 | $442.0K | 0.31% | +45+5.2% | Added |
| Parthenon LLC | 918 | $442.1K | 0.06% | −29−3.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 919 | $442.6K | 0.24% | −1,000−52.1% | Reduced |
| Source Financial Advisors LLC | 920 | $442.8K | 0.13% | +26+2.9% | Added |
| Liberty Wealth Management LLC | 921 | $444.0K | 0.09% | 00.0% | Unchanged |
| United Bank | 923 | $444.5K | 0.05% | +10+1.1% | Added |
| Horizon Bancorp Inc | 926 | $446.0K | 0.21% | −76−7.6% | Reduced |
| Modern Wealth Management, LLC | 929 | $447.4K | 0.04% | +929 | New |
| Range Financial Group LLC | 929 | $447.4K | 0.23% | +44+5.0% | Added |
| Pure Financial Advisors, Inc. | 929 | $447.4K | 0.01% | +50+5.7% | Added |
| Barlow Wealth Partners, Inc. | 962 | $447.7K | 0.06% | +82+9.3% | Added |
| Verum Partners LLC | 937 | $451.2K | 0.16% | +12+1.3% | Added |
| Abel Hall, LLC | 940 | $452.7K | 0.34% | +26+2.8% | Added |
| Stonebridge Capital Advisors LLC | 941 | $453.2K | 0.04% | +83+9.7% | Added |
| Townsend Asset Management Corp | 944 | $454.7K | 0.18% | −6−0.6% | Reduced |
| Charter Oak Capital Management, LLC | 950 | $457.7K | 0.05% | +950 | New |
| Warren Street Wealth Advisors, LLC | 951 | $458.0K | 0.23% | +77+8.8% | Added |
| Calton & Associates, Inc. | 953 | $459.1K | 0.22% | −58−5.7% | Reduced |
| Avidian Wealth Solutions, LLC | 953 | $459.1K | 0.02% | +420+78.8% | Added |
| AdvisorShares Investments LLC | 956 | $460.4K | 0.08% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 958 | $461.3K | 0.10% | −26−2.6% | Reduced |
| Blue Barn Wealth, LLC | 959 | $461.8K | 0.26% | −105−9.9% | Reduced |
| Norris Perne & French LLP | 959 | $461.8K | 0.03% | +32+3.5% | Added |
| Painted Porch Advisors LLC | 959 | $461.8K | 0.28% | +459+91.8% | Added |
| Dynamic Technology Lab Private Ltd | 960 | $462.0K | 0.05% | −2,525−72.5% | Reduced |
| Eads & Heald Wealth Management | 960 | $462.0K | 0.22% | −53−5.2% | Reduced |
| Cohen & Steers, Inc. | 959 | $462.0K | 0.00% | −12−1.2% | Reduced |
| LVM Capital Management Ltd | 961 | $463.0K | 0.05% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 962 | $463.3K | 0.03% | −202−17.4% | Reduced |
| Spectrum Wealth Advisory Group, LLC | 968 | $466.2K | 0.54% | 00.0% | Unchanged |
| Gillespie Robinson & Grimm Inc | 975 | $469.5K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 975 | $469.5K | 0.36% | +975 | New |
| James J. Burns & Company, LLC | 980 | $470.0K | 0.16% | −1,510−60.6% | Reduced |
| Granite Bay Wealth Management, LLC | 979 | $471.0K | 0.27% | −60,764−98.4% | Reduced |