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 |
|---|---|---|---|---|---|
| Clear Point Advisors Inc. | 982 | $472.9K | 0.39% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 982 | $472.9K | 0.14% | +299+43.8% | Added |
| Burns J W & Co Inc | 987 | $475.3K | 0.07% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 992 | $477.7K | 0.35% | +207+26.4% | Added |
| Harfst & Associates, Inc. | 992 | $477.7K | 0.11% | −30−2.9% | Reduced |
| ClearAlpha Technologies LP | 993 | $478.2K | 0.20% | −556−35.9% | Reduced |
| Capital Market Strategies LLC | 995 | $479.2K | 0.36% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 995 | $479.4K | 0.02% | +243+32.3% | Added |
| Consolidated Capital Management, LLC | 996 | $479.6K | 0.23% | −28−2.7% | Reduced |
| Merlin Capital LLC | 997 | $480.1K | 1.43% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 999 | $481.1K | 0.12% | −300−23.1% | Reduced |
| Ssi Investment Management LLC | 999 | $481.1K | 0.04% | −10−1.0% | Reduced |
| Durante & Waters, LLC | 1,000 | $481.6K | 0.44% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 1,000 | $481.6K | 0.31% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,000 | $481.6K | 0.13% | +1,000 | New |
| Breakwater Capital Group | 1,002 | $482.5K | 0.12% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 1,003 | $483.0K | 0.39% | −112−10.0% | Reduced |
| Continental Investors Services, Inc. | 1,010 | $483.4K | 1.14% | +11+1.1% | Added |
| Conestoga Capital Advisors, LLC | 1,005 | $484.0K | 0.01% | −100−9.0% | Reduced |
| Westmount Partners, LLC | 1,010 | $486.4K | 0.17% | −23−2.2% | Reduced |
| Rise Advisors, LLC | 1,019 | $490.7K | 0.26% | +421+70.4% | Added |
| Foster & Motley Inc | 1,020 | $491.0K | 0.03% | −253−19.9% | Reduced |
| Delta Accumulation, LLC | 1,020 | $491.2K | 3.04% | +500+96.2% | Added |
| Lineweaver Wealth Advisors, LLC | 1,018 | $491.7K | 0.12% | +1+0.1% | Added |
| Founders Capital Management, LLC | 1,022 | $491.9K | 0.09% | +1,022 | New |
| Cypress Wealth Services, LLC | 1,023 | $492.4K | 0.11% | +159+18.4% | Added |
| Spotlight Asset Group, Inc. | 1,023 | $492.6K | 0.35% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 1,027 | $494.6K | 0.30% | −13−1.3% | Reduced |
| American Financial Advisors, LLC | 1,032 | $497.0K | 0.07% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 1,035 | $498.4K | 0.43% | −63−5.7% | Reduced |
| Sage Rhino Capital LLC | 1,036 | $498.9K | 0.12% | +15+1.5% | Added |
| X-Square Capital, LLC | 1,036 | $499.0K | 0.24% | +56+5.7% | Added |
| Embree Financial Group | 1,040 | $500.9K | 0.10% | +1+0.1% | Added |
| Commonwealth Financial Services, LLC | 1,179 | $502.8K | 0.12% | 00.0% | Unchanged |
| Davidson Trust Co | 1,047 | $504.2K | 0.29% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,047 | $504.2K | 0.34% | +8+0.8% | Added |
| Custom Index Systems, LLC | 1,047 | $504.2K | 0.29% | +70+7.2% | Added |
| Gemmer Asset Management LLC | 1,051 | $506.1K | 0.06% | +72+7.4% | Added |
| KFG Wealth Management, LLC | 1,054 | $507.6K | 0.21% | +32+3.1% | Added |
| Bedel Financial Consulting, Inc. | 1,056 | $508.7K | 0.08% | +20+1.9% | Added |
| Community Financial Services Group, LLC | 1,059 | $510.0K | 0.12% | +1,059 | New |
| CWS Financial Advisors, LLC | 1,061 | $511.1K | 0.21% | −1,118−51.3% | Reduced |
| TRUE Private Wealth Advisors | 1,062 | $511.6K | 0.06% | +25+2.4% | Added |
| Summit Asset Management, LLC | 1,065 | $512.9K | 0.11% | 00.0% | Unchanged |
| Lantz Financial LLC | 1,066 | $513.4K | 0.17% | −21−1.9% | Reduced |
| Alera Investment Advisors, LLC | 1,066 | $513.4K | 0.07% | +144+15.6% | Added |
| Grandview Asset Management LLC | 1,067 | $514.0K | 0.23% | −86−7.5% | Reduced |
| Guerra Pan Advisors, LLC | 1,068 | $514.3K | 0.48% | −8−0.7% | Reduced |
| Elevatus Welath Management | 1,068 | $514.4K | 0.20% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 1,069 | $514.8K | 0.43% | +1,069 | New |
| Phillips Wealth Planners LLC | 1,120 | $515.0K | 0.59% | −40−3.4% | Reduced |
| Appleton Partners Inc | 1,070 | $515.0K | 0.04% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 1,070 | $515.3K | 0.14% | −21,971−95.4% | Reduced |
| MCF Advisors LLC | 1,071 | $515.6K | 0.04% | −253−19.1% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,073 | $516.5K | 0.15% | −15−1.4% | Reduced |
| NorthStar Asset Management LLC | 1,074 | $517.1K | 0.39% | −5−0.5% | Reduced |
| NTV Asset Management LLC | 1,074 | $517.2K | 0.08% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 1,075 | $517.7K | 0.10% | −60−5.3% | Reduced |
| Cedrus LLC | 1,075 | $517.7K | 0.28% | +18+1.7% | Added |
| Lodestone Wealth Management LLC | 1,080 | $520.0K | 0.28% | +56+5.5% | Added |
| Hudson Valley Investment Advisors Inc | 1,084 | $522.0K | 0.06% | +38+3.6% | Added |
| Wexford Capital LP | 1,085 | $522.5K | 0.11% | +1,085 | New |
| Park National Corp | 1,086 | $523.0K | 0.02% | +91+9.1% | Added |
| Patrick M Sweeney & Associates, Inc | 1,087 | $523.7K | 0.43% | +30+2.8% | Added |
| Oxford Asset Management LLP | 1,088 | $523.9K | 0.57% | +1,088 | New |
| RAM Investment Partners, LLC | 1,092 | $525.7K | 0.17% | +1,092 | New |
| Westwood Holdings Group Inc. | 1,094 | $527.0K | 0.00% | +393+56.1% | Added |
| Sentinus, LLC | 1,096 | $527.6K | 0.19% | +1,096 | New |
| ZWJ Investment Counsel Inc | 1,096 | $527.6K | 0.02% | −16−1.4% | Reduced |
| Wellington Wealth Strategies, LLC. | 1,098 | $528.8K | 0.25% | +262+31.3% | Added |
| Prism Advisors, Inc. | 1,100 | $529.7K | 0.16% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,100 | $529.7K | 0.02% | +145+15.2% | Added |
| Fernwood Investment Management, LLC | 1,109 | $530.5K | 0.15% | −30−2.6% | Reduced |
| Paragon Private Wealth Management, LLC | 1,105 | $532.2K | 0.32% | −84−7.1% | Reduced |
| Capital Management Associates, Inc | 1,108 | $533.8K | 0.39% | +60+5.7% | Added |
| PFW Advisors LLC | 1,109 | $534.1K | 0.16% | +7+0.6% | Added |
| REDW Wealth LLC | 1,112 | $535.5K | 0.14% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,116 | $537.4K | 0.06% | +19+1.7% | Added |
| Fortitude Advisory Group L.L.C. | 1,119 | $538.8K | 0.30% | −185−14.2% | Reduced |
| Wellspring Financial Advisors, LLC | 1,121 | $539.9K | 0.09% | +136+13.8% | Added |
| DCM Advisors, LLC | 1,122 | $540.3K | 0.22% | +9+0.8% | Added |
| Lebenthal Global Advisors, LLC | 1,125 | $541.8K | 0.12% | +136+13.8% | Added |
| Annex Advisory Services, LLC | 1,125 | $541.9K | 0.02% | +338+42.9% | Added |
| David R. Rahn & Associates Inc. | 1,128 | $543.2K | 0.22% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,129 | $543.7K | 0.19% | −158−12.3% | Reduced |
| Hodges Capital Management Inc. | 1,129 | $544.0K | 0.03% | 00.0% | Unchanged |
| Key Financial Inc | 1,130 | $544.2K | 0.14% | −150−11.7% | Reduced |
| Horiko Capital Management LLC | 1,130 | $544.2K | 0.17% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,132 | $545.1K | 0.17% | +90+8.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,136 | $546.9K | 0.05% | +101+9.8% | Added |
| Becker Capital Management Inc | 1,140 | $549.0K | 0.02% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 1,144 | $550.9K | 0.11% | +270+30.9% | Added |
| Relative Value Partners Group, LLC | 1,236 | $555.4K | 0.03% | −35−2.8% | Reduced |
| Interchange Capital Partners, LLC | 1,150 | $556.8K | 0.38% | −5−0.4% | Reduced |
| FSM Wealth Advisors, LLC | 1,160 | $558.8K | 0.20% | +29+2.6% | Added |
| Keudell/Morrison Wealth Management | 1,161 | $559.1K | 0.17% | −31−2.6% | Reduced |
| Hartford Financial Management Inc. | 1,163 | $560.1K | 0.12% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 1,164 | $560.5K | 0.36% | +1,164 | New |
| Seven Post Investment Office LP | 1,165 | $561.0K | 0.14% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 1,169 | $563.0K | 0.35% | −7−0.6% | Reduced |