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 |
|---|---|---|---|---|---|
| FDx Advisors, Inc. | 11,122 | $5.36M | 0.81% | −6,649−37.4% | Reduced |
| Agf Management Ltd | 11,043 | $5.32M | 0.03% | −1,471−11.8% | Reduced |
| Massmutual Trust Co FSB | 10,972 | $5.28M | 0.16% | +642+6.2% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,964 | $5.28M | 1.38% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 11,568 | $5.26M | 2.78% | −150−1.3% | Reduced |
| FourThought Financial Partners, LLC | 10,912 | $5.25M | 0.60% | −147−1.3% | Reduced |
| Fortis Group Advisors, LLC | 10,883 | $5.24M | 0.97% | +5,270+93.9% | Added |
| Lake Street Financial LLC | 10,859 | $5.23M | 0.72% | +10+0.1% | Added |
| Lake Street Advisors Group, LLC | 10,858 | $5.23M | 0.24% | +222+2.1% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,848 | $5.22M | 1.10% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 10,815 | $5.21M | 3.59% | −465−4.1% | Reduced |
| Mitchell Capital Management Co | 10,814 | $5.21M | 1.00% | +239+2.3% | Added |
| Dynasty Wealth Management, LLC | 10,811 | $5.21M | 0.17% | +10,811 | New |
| BTG Pactual Global Asset Management Ltd | 10,792 | $5.20M | 1.66% | +6,254+137.8% | Added |
| Dempze Nancy E | 10,771 | $5.19M | 3.95% | +16+0.1% | Added |
| First National Advisers, LLC | 11,675 | $5.18M | 1.16% | +1,693+17.0% | Added |
| Bank Pictet & Cie (Asia) Ltd | 10,705 | $5.16M | 2.84% | −36,900−77.5% | Reduced |
| Adviser Investments LLC | 10,651 | $5.13M | 0.07% | −68−0.6% | Reduced |
| Atomi Financial Group, Inc. | 10,634 | $5.12M | 0.47% | +2,939+38.2% | Added |
| Fairview Capital Investment Management, LLC | 10,608 | $5.11M | 0.29% | +525+5.2% | Added |
| Barbara Oil Co. | 10,600 | $5.10M | 2.16% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 10,589 | $5.10M | 0.71% | −659−5.9% | Reduced |
| Vanguard Capital Wealth Advisors | 10,582 | $5.10M | 3.58% | +15+0.1% | Added |
| Galvin, Gaustad & Stein, LLC | 10,485 | $5.05M | 0.46% | −779−6.9% | Reduced |
| Northeast Financial Consultants Inc | 10,422 | $5.02M | 0.25% | +158+1.5% | Added |
| Kennedy Investment Group | 10,422 | $5.02M | 2.68% | −339−3.2% | Reduced |
| Aviance Capital Partners, LLC | 10,411 | $5.01M | 0.75% | +4,750+83.9% | Added |
| ICW Investment Advisors LLC | 10,401 | $5.01M | 2.23% | −54−0.5% | Reduced |
| Lighthouse Investment Partners, LLC | 10,378 | $5.00M | 0.29% | +4,379+73.0% | Added |
| Engineers Gate Manager LP | 10,367 | $4.99M | 0.13% | +9,832+1,837.8% | Added |
| Prospera Financial Services Inc | 10,271 | $4.95M | 0.15% | +577+6.0% | Added |
| Processus Wealth & Capital Management, LLC | 10,281 | $4.95M | 4.39% | +1,388+15.6% | Added |
| DRW Securities, LLC | 10,257 | $4.94M | 0.28% | −293−2.8% | Reduced |
| Western Wealth Management, LLC | 10,255 | $4.94M | 0.38% | +22+0.2% | Added |
| Summit X, LLC | 10,217 | $4.93M | 1.26% | +101+1.0% | Added |
| Boit C F David | 11,140 | $4.92M | 2.69% | 00.0% | Unchanged |
| Williams Jones Wealth Management, LLC. | 10,222 | $4.92M | 0.06% | +130+1.3% | Added |
| Aft, Forsyth & Company, Inc. | 10,156 | $4.89M | 2.79% | −485−4.6% | Reduced |
| Okabena Investment Services Inc | 10,144 | $4.89M | 1.63% | −1,069−9.5% | Reduced |
| Sigma Planning Corp | 10,136 | $4.88M | 0.15% | +5,604+123.7% | Added |
| Norden Group LLC | 10,052 | $4.84M | 0.98% | +2,046+25.6% | Added |
| ROI Financial Advisors, LLC | 10,028 | $4.83M | 3.80% | −139−1.4% | Reduced |
| CTC LLC | 10,025 | $4.83M | 0.08% | +10,025 | New |
| Rench Wealth Management, Inc. | 10,011 | $4.82M | 1.85% | +10,011 | New |
| Hikari Power Ltd | 10,000 | $4.82M | 0.41% | 00.0% | Unchanged |
| Winmill & Co. Inc | 10,000 | $4.82M | 1.37% | 00.0% | Unchanged |
| Matthew 25 Management Corp | 10,000 | $4.82M | 1.64% | 00.0% | Unchanged |
| Telemark Asset Management, LLC | 10,000 | $4.82M | 0.50% | 00.0% | Unchanged |
| American Trust | 9,983 | $4.81M | 0.44% | +1,083+12.2% | Added |
| NorthRock Partners, LLC | 9,982 | $4.81M | 0.18% | +607+6.5% | Added |
| IHT Wealth Management, LLC | 9,980 | $4.81M | 0.19% | −797−7.4% | Reduced |
| Institute for Wealth Management, LLC. | 9,939 | $4.79M | 0.62% | −193−1.9% | Reduced |
| Kampmann Melissa S. | 9,932 | $4.78M | 3.44% | −300−2.9% | Reduced |
| Modera Wealth Management, LLC | 9,917 | $4.78M | 0.07% | +424+4.5% | Added |
| NovaPoint Capital, LLC | 9,911 | $4.77M | 1.67% | −783−7.3% | Reduced |
| Bremer Bank National Association | 9,893 | $4.76M | 0.88% | +761+8.3% | Added |
| Alliance Wealth Advisors, LLC | 9,893 | $4.76M | 1.42% | +428+4.5% | Added |
| Jasper Ridge Partners, L.P. | 9,871 | $4.75M | 0.15% | 00.0% | Unchanged |
| Bahl & Gaynor Inc | 9,869 | $4.75M | 0.03% | −256−2.5% | Reduced |
| Financial Counselors Inc | 9,861 | $4.75M | 0.08% | +337+3.5% | Added |
| Reliant Investment Management, LLC | 9,830 | $4.73M | 2.22% | −40−0.4% | Reduced |
| Mission Wealth Management, LP | 9,819 | $4.73M | 0.13% | +4,261+76.7% | Added |
| Centric Wealth Management | 10,469 | $4.72M | 1.50% | +147+1.4% | Added |
| Portfolio Design Labs, LLC | 9,807 | $4.72M | 1.59% | −5,907−37.6% | Reduced |
| Ameritas Investment Partners, Inc. | 9,799 | $4.72M | 0.16% | −286−2.8% | Reduced |
| Trust Asset Management LLC | 9,761 | $4.70M | 0.41% | −23−0.2% | Reduced |
| Farmers National Bank | 9,749 | $4.69M | 1.40% | −127−1.3% | Reduced |
| Peoples Financial Services Corp. | 9,745 | $4.69M | 2.04% | −934−8.7% | Reduced |
| Clarius Group, LLC | 9,726 | $4.68M | 0.32% | −1,171−10.7% | Reduced |
| Grandfield & Dodd, LLC | 9,717 | $4.68M | 0.30% | −193−1.9% | Reduced |
| L.M. Kohn & Company | 9,716 | $4.68M | 1.31% | +56+0.6% | Added |
| Asset Dedication, LLC | 9,837 | $4.67M | 0.35% | −139−1.4% | Reduced |
| GeoWealth Management, LLC | 9,697 | $4.67M | 0.18% | +3,007+44.9% | Added |
| Keebeck Wealth Management, LLC | 9,674 | $4.66M | 0.69% | −259−2.6% | Reduced |
| Morse Asset Management, Inc | 9,672 | $4.66M | 1.19% | +439+4.8% | Added |
| Peddock Capital Advisors, LLC | 9,636 | $4.64M | 1.22% | +181+1.9% | Added |
| Greenline Partners, LLC | 9,633 | $4.64M | 0.74% | 00.0% | Unchanged |
| Page Arthur B | 9,629 | $4.64M | 4.77% | −770−7.4% | Reduced |
| Spirepoint Private Client, LLC | 9,593 | $4.62M | 0.70% | +9,593 | New |
| Mather Group, LLC. | 10,826 | $4.62M | 0.07% | −591−5.2% | Reduced |
| Wambolt & Associates, LLC | 9,647 | $4.62M | 1.38% | +2,155+28.8% | Added |
| Duff & Phelps Investment Management Co | 9,549 | $4.60M | 0.06% | +282+3.0% | Added |
| Martin Capital Advisors, LLP | 9,538 | $4.59M | 3.60% | 00.0% | Unchanged |
| One River Asset Management, LLC | 9,510 | $4.58M | 1.44% | +9,510 | New |
| North Star Investment Management Corp. | 9,504 | $4.58M | 0.33% | −272−2.8% | Reduced |
| Harbour Investments, Inc. | 9,486 | $4.57M | 0.16% | +6,740+245.4% | Added |
| Harvest Fund Management Co., Ltd | 9,484 | $4.56M | 0.41% | +5,694+150.2% | Added |
| Leelyn Smith, LLC | 9,427 | $4.54M | 0.91% | −97−1.0% | Reduced |
| Change Path, LLC | 9,424 | $4.54M | 0.18% | +2,819+42.7% | Added |
| We Are One Seven, LLC | 9,408 | $4.53M | 0.24% | +1,622+20.8% | Added |
| Quadrant Capital Group LLC | 9,399 | $4.53M | 0.36% | −119−1.3% | Reduced |
| Ibex Wealth Advisors | 13,007 | $4.52M | 1.23% | +12,994+99,953.8% | Added |
| Buckingham Strategic Partners | 9,383 | $4.52M | 0.13% | +6,225+197.1% | Added |
| Arkadios Wealth Advisors | 9,369 | $4.51M | 0.35% | −14−0.1% | Reduced |
| Ameritas Advisory Services, LLC | 10,018 | $4.49M | 0.19% | −59−0.6% | Reduced |
| Trust Co of Toledo NA | 9,278 | $4.47M | 0.70% | +1,542+19.9% | Added |
| Bank Ozk | 9,275 | $4.47M | 2.00% | +53+0.6% | Added |
| Buckingham Strategic Wealth, LLC | 9,269 | $4.46M | 0.05% | +147+1.6% | Added |
| Anchor Investment Management, LLC | 9,267 | $4.46M | 0.47% | +106+1.2% | Added |
| Tranquility Partners, LLC | 9,264 | $4.46M | 1.72% | −84−0.9% | Reduced |