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 |
|---|---|---|---|---|---|
| Moore Capital Management, LP | 6,118 | $2.95M | 0.06% | −31,289−83.6% | Reduced |
| Enterprise Financial Services Corp | 6,117 | $2.95M | 1.77% | −489−7.4% | Reduced |
| Liontrust Investment Partners LLP | 6,107 | $2.94M | 0.04% | −193−3.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 6,100 | $2.94M | 0.14% | +6,100 | New |
| Applied Capital LLC | 6,083 | $2.93M | 2.38% | −29−0.5% | Reduced |
| Silphium Asset Management Ltd | 6,072 | $2.92M | 1.51% | +6+0.1% | Added |
| Kendall Capital Management | 6,051 | $2.91M | 1.00% | +285+4.9% | Added |
| JPL Wealth Management, LLC | 6,051 | $2.91M | 1.61% | +709+13.3% | Added |
| Sweet Financial Partners, LLC | 6,051 | $2.91M | 0.67% | +325+5.7% | Added |
| Elmwood Wealth Management, Inc. | 6,018 | $2.90M | 1.24% | +2,176+56.6% | Added |
| Savoie Capital LLC | 6,000 | $2.89M | 0.41% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 5,991 | $2.88M | 0.38% | +45+0.8% | Added |
| Coastal Investment Advisors, Inc. | 5,985 | $2.88M | 0.59% | −33−0.5% | Reduced |
| S&CO Inc | 5,977 | $2.88M | 0.20% | +184+3.2% | Added |
| Koshinski Asset Management, Inc. | 5,961 | $2.87M | 0.29% | −28−0.5% | Reduced |
| Gables Capital Management Inc. | 5,914 | $2.85M | 1.57% | −10−0.2% | Reduced |
| Kensington Investment Counsel, LLC | 5,905 | $2.84M | 1.30% | 00.0% | Unchanged |
| Optas, LLC | 5,904 | $2.84M | 0.78% | +103+1.8% | Added |
| Hilltop Holdings Inc. | 5,894 | $2.84M | 0.32% | −170−2.8% | Reduced |
| RFG Advisory, LLC | 5,885 | $2.83M | 0.10% | −527−8.2% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 5,857 | $2.82M | 1.16% | +6+0.1% | Added |
| Piscataqua Savings Bank | 5,845 | $2.81M | 2.48% | −402−6.4% | Reduced |
| Capital Investment Advisors, LLC | 5,844 | $2.81M | 0.07% | +1,346+29.9% | Added |
| LVW Advisors, LLC | 5,824 | $2.80M | 0.47% | +271+4.9% | Added |
| Alpha Cubed Investments, LLC | 5,815 | $2.80M | 0.15% | −799−12.1% | Reduced |
| Simmons Bank | 5,805 | $2.80M | 0.21% | −12−0.2% | Reduced |
| Hyperion Capital Advisors LP | 5,804 | $2.80M | 1.32% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 5,799 | $2.79M | 0.29% | +6+0.1% | Added |
| Jackson Square Capital, LLC | 5,796 | $2.79M | 0.72% | +24+0.4% | Added |
| Skopos Labs, Inc. | 5,828 | $2.79M | 1.20% | +104+1.8% | Added |
| West Branch Capital LLC | 5,780 | $2.78M | 1.12% | +431+8.1% | Added |
| Jacobi Capital Management LLC | 5,780 | $2.78M | 0.26% | +136+2.4% | Added |
| Benjamin Edwards Inc | 5,764 | $2.78M | 0.55% | +121+2.1% | Added |
| Wrapmanager Inc | 5,757 | $2.77M | 0.77% | +38+0.7% | Added |
| Atlantic Edge Private Wealth Management, LLC | 5,753 | $2.77M | 0.95% | +165+3.0% | Added |
| Hancock Whitney Corp | 5,750 | $2.77M | 0.10% | −676−10.5% | Reduced |
| Daymark Wealth Partners, LLC | 5,742 | $2.77M | 0.15% | −192−3.2% | Reduced |
| Sander Capital Advisors Inc | 5,740 | $2.76M | 1.35% | +47+0.8% | Added |
| Passumpsic Savings Bank | 5,728 | $2.76M | 1.76% | +5,728 | New |
| Aptus Capital Advisors, LLC | 5,725 | $2.76M | 0.06% | +1,006+21.3% | Added |
| Sicart Associates LLC | 5,713 | $2.75M | 1.01% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 5,712 | $2.75M | 0.21% | +495+9.5% | Added |
| Wealth Group, Ltd. | 5,700 | $2.75M | 2.07% | +5,700 | New |
| Nia Impact Advisors, LLC | 5,690 | $2.74M | 1.09% | +5,690 | New |
| Staley Capital Advisers Inc | 5,686 | $2.74M | 0.13% | +205+3.7% | Added |
| Citizens Financial Group Inc | 5,683 | $2.74M | 0.09% | +885+18.4% | Added |
| Clark Capital Management Group, Inc. | 5,671 | $2.73M | 0.02% | +1,423+33.5% | Added |
| Chilton Capital Management LLC | 5,665 | $2.73M | 0.13% | +357+6.7% | Added |
| Gold Investment Management Ltd. | 5,665 | $2.73M | 1.10% | +23+0.4% | Added |
| Trail Ridge Investment Advisors, LLC | 5,656 | $2.72M | 1.54% | −221−3.8% | Reduced |
| Mutual Advisors, LLC | 5,647 | $2.72M | 0.09% | +888+18.7% | Added |
| SeaBridge Investment Advisors LLC | 5,603 | $2.70M | 0.71% | +720+14.7% | Added |
| Wright Investors Service Inc | 5,598 | $2.70M | 0.68% | −11−0.2% | Reduced |
| Weatherly Asset Management L. P. | 5,571 | $2.68M | 0.26% | +130+2.4% | Added |
| Churchill Management Corp | 5,562 | $2.68M | 0.03% | −1,096−16.5% | Reduced |
| Unique Wealth Strategies, LLC | 5,554 | $2.67M | 1.31% | +414+8.1% | Added |
| RSM US Wealth Management LLC | 5,540 | $2.67M | 0.07% | −324−5.5% | Reduced |
| Benchmark Investment Advisors LLC | 5,526 | $2.66M | 2.10% | −5−0.1% | Reduced |
| RiverPark Advisors, LLC | 5,523 | $2.66M | 2.19% | −179−3.1% | Reduced |
| Catalytic Wealth RIA, LLC | 5,520 | $2.66M | 0.53% | +1,042+23.3% | Added |
| Voya Financial Advisors, Inc. | 5,551 | $2.65M | 0.30% | −89−1.6% | Reduced |
| Wealthcare Advisory Partners LLC | 5,505 | $2.65M | 0.09% | +613+12.5% | Added |
| My Legacy Advisors, LLC | 5,502 | $2.65M | 0.89% | +46+0.8% | Added |
| Ally Financial Inc. | 5,500 | $2.65M | 0.36% | +5,500 | New |
| Marion Wealth Management | 5,498 | $2.65M | 0.79% | +25+0.5% | Added |
| Boomfish Wealth Group, LLC | 5,489 | $2.64M | 1.78% | −357−6.1% | Reduced |
| Main Street Financial Solutions, LLC | 5,445 | $2.62M | 0.28% | +68+1.3% | Added |
| Sovereign Financial Group, Inc. | 5,431 | $2.62M | 0.69% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 5,415 | $2.61M | 2.43% | −330−5.7% | Reduced |
| Pinkerton Retirement Specialists, LLC | 5,412 | $2.61M | 0.42% | −144−2.6% | Reduced |
| Cordatus Wealth Management LLC | 5,410 | $2.60M | 1.89% | +26+0.5% | Added |
| Tolleson Wealth Management, Inc. | 5,406 | $2.60M | 0.51% | −564−9.4% | Reduced |
| Stableford Capital II LLC | 5,395 | $2.60M | 1.04% | −469−8.0% | Reduced |
| Leo Wealth, LLC | 5,401 | $2.59M | 0.27% | +590+12.3% | Added |
| Optimum Investment Advisors | 5,385 | $2.59M | 1.19% | −190−3.4% | Reduced |
| Inlet Private Wealth, LLC | 5,372 | $2.59M | 0.72% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 5,370 | $2.59M | 0.11% | −205−3.7% | Reduced |
| Eley Financial Management, Inc | 5,369 | $2.59M | 1.11% | +5,369 | New |
| Bulltick Wealth Management, LLC | 5,362 | $2.58M | 0.54% | −224−4.0% | Reduced |
| Chatham Capital Group, Inc. | 5,351 | $2.58M | 0.47% | +328+6.5% | Added |
| Point72 (DIFC) Ltd | 5,340 | $2.57M | 0.20% | +5,340 | New |
| Scott & Selber, Inc. | 5,309 | $2.56M | 0.87% | +15+0.3% | Added |
| Quantum Private Wealth, LLC | 5,306 | $2.56M | 0.95% | 00.0% | Unchanged |
| Martin & Co Inc | 5,297 | $2.55M | 0.62% | −174−3.2% | Reduced |
| Parkside Financial Bank & Trust | 5,268 | $2.54M | 0.41% | −125−2.3% | Reduced |
| Heartland Bank & Trust Co | 5,262 | $2.53M | 1.47% | −13−0.2% | Reduced |
| Simon Quick Advisors, LLC | 5,243 | $2.52M | 0.19% | +33+0.6% | Added |
| Amarillo National Bank | 5,241 | $2.52M | 0.47% | −50−0.9% | Reduced |
| Handelsinvest Investeringsforvaltning | 5,229 | $2.52M | 1.21% | −945−15.3% | Reduced |
| Symmetry Partners, LLC | 5,216 | $2.51M | 0.20% | 00.0% | Unchanged |
| FCG Investment Co | 5,209 | $2.51M | 2.01% | +2,592+99.0% | Added |
| Lindbrook Capital, LLC | 5,206 | $2.51M | 0.23% | +374+7.7% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,186 | $2.50M | 0.37% | −108−2.0% | Reduced |
| Deane Retirement Strategies, Inc. | 5,188 | $2.50M | 1.27% | +90+1.8% | Added |
| RDST Capital LLC | 5,170 | $2.49M | 0.62% | −780−13.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.49M | 0.80% | 00.0% | Unchanged |
| Nicholas Hoffman & Company, LLC. | 5,137 | $2.47M | 0.13% | +4+0.1% | Added |
| Girard Partners Ltd. | 5,133 | $2.47M | 0.23% | −170−3.2% | Reduced |
| SFM, LLC | 5,133 | $2.47M | 1.89% | −321−5.9% | Reduced |
| Riverpark Capital Management LLC | 5,126 | $2.47M | 3.39% | 00.0% | Unchanged |