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
- 3,122
- +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 | 3,634 | $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 |
|---|---|---|---|---|---|
| Verus Capital Partners, LLC | 1,171 | $564.1K | 0.06% | −119−9.2% | Reduced |
| Covestor Ltd | 1,172 | $565.0K | 0.36% | +54+4.8% | Added |
| Jackson Hole Capital Partners, LLC | 1,174 | $565.4K | 0.13% | 00.0% | Unchanged |
| Diversified Portfolios, Inc. | 1,175 | $565.8K | 0.08% | +25+2.2% | Added |
| Keystone Financial Group | 1,176 | $566.2K | 0.08% | +118+11.2% | Added |
| Centerpoint Advisors, LLC | 1,177 | $567.0K | 0.21% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1,177 | $567.0K | 0.37% | +985+513.0% | Added |
| Navalign, LLC | 1,178 | $567.3K | 0.19% | −6−0.5% | Reduced |
| Clean Yield Group | 1,178 | $567.3K | 0.22% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 1,180 | $568.0K | 0.32% | 00.0% | Unchanged |
| Berkshire Asset Management LLC | 1,181 | $569.0K | 0.03% | −177−13.0% | Reduced |
| Financial Perspectives, Inc | 1,183 | $569.9K | 0.22% | −2−0.2% | Reduced |
| Tradition Wealth Management, LLC | 1,184 | $570.0K | 0.06% | −32−2.6% | Reduced |
| Arcus Capital Partners, LLC | 1,188 | $572.2K | 0.18% | −1,264−51.5% | Reduced |
| Silicon Valley Capital Partners | 1,189 | $572.4K | 0.09% | +2+0.2% | Added |
| TruWealth Advisors, LLC | 1,189 | $572.5K | 0.04% | +1+0.1% | Added |
| Norway Savings Bank | 1,196 | $576.0K | 0.24% | −105−8.1% | Reduced |
| Aries Wealth Management | 1,196 | $576.0K | 0.19% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,197 | $576.4K | 0.04% | +20+1.7% | Added |
| Prosperity Financial Group, Inc. | 1,198 | $577.0K | 0.36% | +48+4.2% | Added |
| Financial Network Wealth Advisors LLC | 1,202 | $578.8K | 0.58% | −77−6.0% | Reduced |
| Granite Harbor Advisors, Inc. | 1,202 | $578.8K | 0.39% | +24+2.0% | Added |
| Western Pacific Wealth Management, LP | 1,202 | $578.9K | 0.42% | +16+1.3% | Added |
| Rede Wealth, LLC | 1,203 | $579.1K | 0.24% | +50+4.3% | Added |
| Peninsula Wealth, LLC | 1,208 | $581.7K | 0.12% | +6+0.5% | Added |
| Hillsdale Investment Management Inc. | 1,211 | $583.0K | 0.05% | −160−11.7% | Reduced |
| Westover Capital Advisors, LLC | 1,212 | $583.7K | 0.17% | −30−2.4% | Reduced |
| TFB Advisors LLC | 1,322 | $584.4K | 0.21% | +760+135.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,214 | $584.6K | 0.08% | 00.0% | Unchanged |
| Exchange Bank | 1,217 | $586.1K | 0.48% | −5−0.4% | Reduced |
| Claret Asset Management Corp | 1,219 | $587.0K | 0.10% | +20+1.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,221 | $588.0K | 0.02% | −25−2.0% | Reduced |
| Centurion Wealth Management LLC | 1,221 | $588.2K | 0.23% | +6+0.5% | Added |
| ERTS Wealth Advisors, LLC | 1,225 | $589.9K | 0.12% | −39−3.1% | Reduced |
| Deroy & Devereaux Private Investment Counsel Inc | 1,226 | $590.0K | 0.04% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 1,275 | $590.1K | 0.07% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 1,226 | $590.4K | 0.07% | −23−1.8% | Reduced |
| First Command Advisory Services, Inc. | 1,227 | $590.9K | 0.01% | −4−0.3% | Reduced |
| Eaton Financial Holdings Company, LLC | 1,228 | $591.4K | 0.31% | −215−14.9% | Reduced |
| Signal Advisors Wealth, LLC | 1,235 | $594.7K | 0.15% | +744+151.5% | Added |
| Connective Portfolio Management, LLC | 1,235 | $594.7K | 1.05% | 00.0% | Unchanged |
| Psagot Value Holdings Ltd. / (Israel) | 1,235 | $595.0K | 5.41% | −10,964−89.9% | Reduced |
| Tanaka Capital Management Inc | 1,236 | $595.0K | 1.46% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 1,237 | $595.9K | 0.06% | −36−2.8% | Reduced |
| Full Sail Capital, LLC | 1,240 | $597.1K | 0.04% | −57−4.4% | Reduced |
| Davy Global Fund Management Ltd | 1,241 | $597.6K | 0.07% | −133−9.7% | Reduced |
| Values Added Financial LLC | 1,241 | $597.6K | 0.47% | +62+5.3% | Added |
| McElhenny Sheffield Capital Management, LLC | 1,243 | $598.6K | 0.21% | −63−4.8% | Reduced |
| Fort Pitt Capital Group, LLC | 1,243 | $598.6K | 0.02% | +12+1.0% | Added |
| Empirical Asset Management, LLC | 7,968 | $598.7K | 0.29% | +6,142+336.4% | Added |
| Baker Avenue Asset Management, LP | 1,244 | $599.2K | 0.02% | +99+8.6% | Added |
| LaFleur & Godfrey LLC | 1,250 | $602.0K | 0.09% | 00.0% | Unchanged |
| Aristides Capital LLC | 1,250 | $602.0K | 0.25% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,257 | $605.5K | 0.36% | +14+1.1% | Added |
| Riverwater Partners LLC | 1,260 | $606.8K | 0.45% | −56−4.3% | Reduced |
| Trueblood Wealth Management, LLC | 1,261 | $607.3K | 0.35% | −15−1.2% | Reduced |
| Coppell Advisory Solutions Corp. | 1,262 | $607.7K | 0.11% | +1,262 | New |
| HTLF Bank | 1,267 | $610.1K | 0.07% | −8−0.6% | Reduced |
| Cidel Asset Management Inc | 1,270 | $611.6K | 0.05% | −262−17.1% | Reduced |
| Capital Advisors Inc | 1,271 | $611.9K | 0.01% | −8−0.6% | Reduced |
| Laidlaw Wealth Management LLC | 1,272 | $612.6K | 0.34% | −1,558−55.1% | Reduced |
| Mairs & Power Inc | 1,274 | $613.5K | 0.01% | +19+1.5% | Added |
| Gerber, LLC | 1,275 | $614.0K | 0.52% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,277 | $614.9K | 0.46% | −20−1.5% | Reduced |
| Joel Isaacson & Co., LLC | 1,278 | $615.6K | 0.03% | +255+24.9% | Added |
| Cardiff Park Advisors, LLC | 1,278 | $615.6K | 0.06% | +5+0.4% | Added |
| Evermay Wealth Management LLC | 1,279 | $615.9K | 0.09% | +174+15.7% | Added |
| Northwest Bancshares, Inc. | 1,286 | $619.3K | 0.10% | −11−0.8% | Reduced |
| Financial Engines Advisors L.L.C. | 1,293 | $622.5K | 0.00% | +305+30.9% | Added |
| MBL Wealth, LLC | 1,293 | $622.7K | 0.07% | +355+37.8% | Added |
| New World Advisors LLC | 1,295 | $623.6K | 0.18% | −11−0.8% | Reduced |
| Fragasso Group Inc. | 1,297 | $624.5K | 0.05% | +126+10.8% | Added |
| JMG Financial Group, Ltd. | 1,297 | $624.6K | 0.02% | 00.0% | Unchanged |
| Skylands Capital, LLC | 1,300 | $626.0K | 0.09% | −25−1.9% | Reduced |
| Sunpointe, LLC | 1,302 | $627.0K | 0.70% | −3−0.2% | Reduced |
| Seeds Investor LLC | 1,303 | $627.7K | 0.58% | +1,303 | New |
| AlphaStar Capital Management, LLC | 1,305 | $628.3K | 0.06% | +33+2.6% | Added |
| Proathlete Wealth Management LLC | 1,316 | $633.4K | 0.34% | −16−1.2% | Reduced |
| JT Stratford LLC | 1,317 | $634.2K | 0.13% | −42−3.1% | Reduced |
| Hayek Kallen Investment Management | 1,318 | $635.0K | 0.24% | −50−3.7% | Reduced |
| Savvy Advisors, Inc. | 1,322 | $636.6K | 0.37% | +313+31.0% | Added |
| DT Investment Partners, LLC | 1,328 | $639.5K | 0.06% | 00.0% | Unchanged |
| Matisse Capital | 1,328 | $639.5K | 0.31% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 1,330 | $640.5K | 0.13% | +60+4.7% | Added |
| US Asset Management LLC | 1,332 | $641.0K | 0.58% | −364−21.5% | Reduced |
| Sand Hill Global Advisors, LLC | 1,339 | $645.0K | 0.03% | −3−0.2% | Reduced |
| CNB Bank | 1,341 | $645.8K | 0.31% | −139−9.4% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,406 | $646.6K | 0.25% | −17−1.2% | Reduced |
| Avenue 1 Advisors, LLC | 1,348 | $649.2K | 0.27% | +1+0.1% | Added |
| Boston Family Office LLC | 1,350 | $650.0K | 0.05% | −300−18.2% | Reduced |
| Granite Investment Partners, LLC | 1,353 | $651.6K | 0.02% | 00.0% | Unchanged |
| D'Orazio & Associates, Inc. | 1,353 | $651.6K | 0.11% | −20−1.5% | Reduced |
| Alterna Wealth Management, Inc | 1,354 | $652.0K | 0.65% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 1,355 | $653.0K | 0.44% | +1+0.1% | Added |
| MGO Private Wealth, LLC | 1,358 | $654.0K | 0.41% | +570+72.3% | Added |
| Epic Trust Investment Advisors, LLC | 1,359 | $654.2K | 0.81% | +1+0.1% | Added |
| Nippon Life Global Investors Americas, Inc. | 1,360 | $654.9K | 0.03% | −5,930−81.3% | Reduced |
| Walden Wealth Partners LLC | 1,395 | $655.3K | 0.38% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 1,362 | $656.0K | 0.04% | +11+0.8% | Added |
| D. Scott Neal, Inc. | 1,365 | $657.3K | 0.43% | +2+0.1% | Added |