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 |
|---|---|---|---|---|---|
| Connable Office Inc | 13,875 | $6.68M | 0.76% | −562−3.9% | Reduced |
| Elite Wealth Management, Inc. | 13,828 | $6.66M | 1.62% | −183−1.3% | Reduced |
| Concurrent Investment Advisors, LLC | 13,811 | $6.65M | 0.27% | +3,895+39.3% | Added |
| Nottingham Advisors, Inc. | 13,802 | $6.65M | 0.81% | −1,234−8.2% | Reduced |
| Fort Sheridan Advisors LLC | 13,746 | $6.62M | 1.25% | +1,065+8.4% | Added |
| Ingalls & Snyder LLC | 13,720 | $6.61M | 0.29% | +2,070+17.8% | Added |
| Summit Global Investments | 13,693 | $6.59M | 0.49% | +8,227+150.5% | Added |
| Wealthspire Advisors, LLC | 13,648 | $6.57M | 0.09% | −595−4.2% | Reduced |
| Y.D. More Investments Ltd | 13,624 | $6.56M | 1.16% | +214+1.6% | Added |
| TrimTabs Asset Management, LLC | 13,541 | $6.52M | 1.63% | +940+7.5% | Added |
| BFSG, LLC | 13,497 | $6.50M | 0.86% | +2,200+19.5% | Added |
| Patton Albertson Miller Group, LLC | 13,493 | $6.50M | 0.97% | +1,114+9.0% | Added |
| SYSTM Wealth Solutions LLC | 13,471 | $6.49M | 0.82% | −162−1.2% | Reduced |
| Axxcess Wealth Management, LLC | 13,469 | $6.49M | 0.18% | −2,908−17.8% | Reduced |
| Lincoln National Corp | 13,457 | $6.48M | 0.10% | +816+6.5% | Added |
| Investment Research & Advisory Group, Inc. | 13,450 | $6.48M | 3.00% | +121+0.9% | Added |
| Summit Trail Advisors, LLC | 13,400 | $6.45M | 0.17% | +1,429+11.9% | Added |
| One Capital Management, LLC | 13,304 | $6.41M | 0.23% | −1,114−7.7% | Reduced |
| Point72 Europe (London) LLP | 13,300 | $6.40M | 0.60% | −4,014−23.2% | Reduced |
| Walleye Capital LLC | 13,284 | $6.40M | 0.07% | +13,284 | New |
| Deltec Asset Management LLC | 13,273 | $6.39M | 1.26% | 00.0% | Unchanged |
| Trium Capital LLP | 13,269 | $6.39M | 2.40% | −2,037−13.3% | Reduced |
| General Partner, Inc. | 13,238 | $6.38M | 4.00% | +59+0.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 13,208 | $6.36M | 0.34% | +219+1.7% | Added |
| WSFS Capital Management, LLC | 13,203 | $6.36M | 0.36% | −351−2.6% | Reduced |
| Verdence Capital Advisors LLC | 13,158 | $6.34M | 0.58% | −224−1.7% | Reduced |
| CFO4Life Group, LLC | 13,110 | $6.31M | 1.15% | −128−1.0% | Reduced |
| Chiron Investment Management, LLC | 13,099 | $6.31M | 2.73% | +5,280+67.5% | Added |
| Mayar Capital Ltd. | 13,094 | $6.31M | 5.39% | −1,970−13.1% | Reduced |
| Credential Qtrade Securities Inc. | 13,075 | $6.30M | 0.34% | +246+1.9% | Added |
| Leavell Investment Management, Inc. | 13,069 | $6.29M | 0.36% | +968+8.0% | Added |
| Atlantic Union Bankshares Corp | 13,048 | $6.28M | 0.53% | +924+7.6% | Added |
| Whalerock Point Partners, LLC | 13,005 | $6.26M | 1.71% | −8−0.1% | Reduced |
| Insigneo Advisory Services, LLC | 13,000 | $6.26M | 0.74% | +2,028+18.5% | Added |
| Alta Fox Capital Management, LLC | 13,000 | $6.26M | 4.79% | +8,800+209.5% | Added |
| Lockheed Martin Investment Management Co | 14,520 | $6.25M | 0.45% | +3,680+33.9% | Added |
| Welch Group, LLC | 12,983 | $6.25M | 0.31% | +383+3.0% | Added |
| Horizon Investments, LLC | 12,892 | $6.20M | 0.16% | −1,657−11.4% | Reduced |
| BlueDrive Global Investors LLP | 12,859 | $6.19M | 10.34% | 00.0% | Unchanged |
| Profund Advisors LLC | 12,856 | $6.19M | 0.24% | +2,030+18.8% | Added |
| Stokes Capital Advisors, LLC | 12,844 | $6.19M | 1.80% | +275+2.2% | Added |
| Edmond de Rothschild Holding S.A. | 12,802 | $6.17M | 0.10% | −1,188−8.5% | Reduced |
| Capital Insight Partners, LLC | 12,778 | $6.15M | 1.15% | +274+2.2% | Added |
| Knights of Columbus Asset Advisors LLC | 12,563 | $6.05M | 0.44% | −4,288−25.4% | Reduced |
| River Wealth Advisors LLC | 12,542 | $6.04M | 0.88% | −910−6.8% | Reduced |
| Pictet North America Advisors SA | 12,540 | $6.04M | 0.67% | −1,705−12.0% | Reduced |
| BBR Partners, LLC | 12,526 | $6.03M | 0.48% | +192+1.6% | Added |
| KP Management LLC | 12,500 | $6.02M | 2.58% | 00.0% | Unchanged |
| Carret Asset Management, LLC | 12,455 | $6.00M | 0.71% | −50−0.4% | Reduced |
| Quantbot Technologies LP | 12,455 | $6.00M | 0.34% | +5,526+79.8% | Added |
| Chicago Partners Investment Group LLC | 12,950 | $5.99M | 0.25% | −3,703−22.2% | Reduced |
| Dakota Wealth Management | 12,444 | $5.99M | 0.15% | −146−1.2% | Reduced |
| BKD Wealth Advisors, LLC | 12,387 | $5.97M | 0.15% | +748+6.4% | Added |
| Avitas Wealth Management LLC | 12,368 | $5.96M | 0.90% | −64−0.5% | Reduced |
| Level Four Advisory Services, LLC | 13,919 | $5.94M | 0.33% | +723+5.5% | Added |
| Clark Asset Management, LLC | 12,318 | $5.93M | 1.82% | −12−0.1% | Reduced |
| Chickasaw Capital Management LLC | 12,275 | $5.91M | 0.28% | +114+0.9% | Added |
| CFM Wealth Partners LLC | 12,246 | $5.90M | 1.18% | +717+6.2% | Added |
| Analyst IMS Investment Management Services Ltd. | 12,218 | $5.88M | 0.26% | +34+0.3% | Added |
| Ostrum Asset Management | 12,159 | $5.86M | 0.46% | −1,147−8.6% | Reduced |
| WCG Wealth Advisors LLC | 12,092 | $5.82M | 0.49% | −5,091−29.6% | Reduced |
| Pinnacle Financial Partners Inc | 11,991 | $5.77M | 0.12% | −614−4.9% | Reduced |
| First Hawaiian Bank | 11,955 | $5.76M | 0.18% | −362−2.9% | Reduced |
| Resources Investment Advisors, LLC. | 11,908 | $5.73M | 0.09% | −1,228−9.3% | Reduced |
| Decatur Capital Management, Inc. | 11,875 | $5.72M | 3.11% | −121−1.0% | Reduced |
| Meeder Advisory Services, Inc. | 11,874 | $5.72M | 0.58% | +607+5.4% | Added |
| Capital Investment Counsel, LLC | 11,854 | $5.71M | 1.22% | +4,795+67.9% | Added |
| Gifford Fong Associates | 11,829 | $5.70M | 1.57% | −8,580−42.0% | Reduced |
| Icon Wealth Advisors, LLC | 11,787 | $5.68M | 0.53% | +1,402+13.5% | Added |
| Soltis Investment Advisors LLC | 11,783 | $5.67M | 0.64% | +1,004+9.3% | Added |
| Strategic Global Advisors, LLC | 11,709 | $5.64M | 1.22% | −326−2.7% | Reduced |
| BancorpSouth Bank | 11,702 | $5.64M | 0.41% | +497+4.4% | Added |
| Central Pacific Bank - Trust Division | 11,741 | $5.62M | 0.70% | +11,741 | New |
| Thoroughbred Financial Services, LLC | 11,648 | $5.61M | 0.54% | −1,738−13.0% | Reduced |
| Berkeley, Inc | 11,637 | $5.60M | 3.39% | −436−3.6% | Reduced |
| Sabal Trust CO | 11,586 | $5.58M | 0.32% | −67−0.6% | Reduced |
| McDonough Capital Management, Inc | 11,578 | $5.58M | 4.40% | +234+2.1% | Added |
| CenterBook Partners LP | 11,562 | $5.57M | 0.38% | +3,069+36.1% | Added |
| Vista Investment Partners LLC | 11,518 | $5.55M | 1.91% | +27+0.2% | Added |
| Lyell Wealth Management, LP | 11,514 | $5.54M | 0.56% | +150+1.3% | Added |
| Huber Capital Management LLC | 11,509 | $5.54M | 1.25% | +1,000+9.5% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 11,998 | $5.54M | 2.18% | −259−2.1% | Reduced |
| Cullinan Associates Inc | 11,500 | $5.54M | 0.31% | −850−6.9% | Reduced |
| 1st Source Bank | 11,493 | $5.53M | 0.32% | −199−1.7% | Reduced |
| Qtron Investments LLC | 11,456 | $5.52M | 0.78% | +1,722+17.7% | Added |
| S.E.E.D. Planning Group LLC | 11,453 | $5.52M | 2.01% | −270−2.3% | Reduced |
| Advanced Asset Management Advisors Inc | 11,450 | $5.51M | 1.36% | −45−0.4% | Reduced |
| Kennedy Capital Management, Inc. | 11,446 | $5.51M | 0.11% | +11,446 | New |
| Cloverfields Capital Group, LP | 11,439 | $5.51M | 1.86% | +744+7.0% | Added |
| NBW Capital LLC | 11,435 | $5.51M | 1.13% | +390+3.5% | Added |
| Arjuna Capital | 11,349 | $5.47M | 1.55% | −1,226−9.7% | Reduced |
| LGT Fund Management Co Ltd. | 11,338 | $5.46M | 2.28% | +1,448+14.6% | Added |
| Diversify Advisory Services, LLC | 11,411 | $5.46M | 0.32% | +11,411 | New |
| Mirova | 11,329 | $5.46M | 0.97% | +6,721+145.9% | Added |
| Little House Capital LLC | 11,310 | $5.45M | 1.80% | +1,202+11.9% | Added |
| WealthPLAN Partners, LLC | 11,296 | $5.44M | 0.56% | +216+1.9% | Added |
| BOK Financial Private Wealth, Inc. | 11,267 | $5.43M | 0.40% | −691−5.8% | Reduced |
| Geneva Partners, LLC | 11,264 | $5.42M | 2.39% | +14+0.1% | Added |
| Cramer Rosenthal McGlynn LLC | 11,225 | $5.41M | 0.29% | −305−2.6% | Reduced |
| Yacktman Asset Management LP | 11,130 | $5.36M | 0.05% | 00.0% | Unchanged |