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; 3,633 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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| Institutional & Family Asset Management, LLC | 5,112 | $2.46M | 0.39% | −52−1.0% | Reduced |
| Richard Bernstein Advisors LLC | 5,096 | $2.45M | 0.05% | −250−4.7% | Reduced |
| Olstein Capital Management, L.P. | 5,093 | $2.45M | 0.40% | −1,407−21.6% | Reduced |
| Mechanics Bank Trust Department | 5,069 | $2.44M | 0.36% | −119−2.3% | Reduced |
| S.A. Mason LLC | 5,056 | $2.43M | 1.46% | +10.0% | Added |
| Principle Wealth Partners LLC | 5,050 | $2.43M | 0.19% | +71+1.4% | Added |
| James Hambro & Partners | 5,048 | $2.43M | 0.11% | −369−6.8% | Reduced |
| DeDora Capital, Inc. | 5,022 | $2.42M | 0.77% | −440−8.1% | Reduced |
| Cornerstone Wealth Group, LLC | 5,018 | $2.42M | 0.22% | +827+19.7% | Added |
| Peterson Wealth Management | 5,003 | $2.41M | 1.74% | +1,259+33.6% | Added |
| Bourne Lent Asset Management Inc | 4,998 | $2.41M | 0.97% | 00.0% | Unchanged |
| Geller Advisors LLC | 4,992 | $2.40M | 0.19% | +403+8.8% | Added |
| Great Lakes Retirement, Inc. | 4,982 | $2.40M | 0.36% | +63+1.3% | Added |
| Chicago Trust Co NA | 4,981 | $2.40M | 0.50% | −173−3.4% | Reduced |
| Hamilton Capital Partners Inc. | 4,981 | $2.40M | 0.29% | +3,481+232.1% | Added |
| Beverly Hills Private Wealth, LLC | 4,977 | $2.40M | 0.55% | −412−7.6% | Reduced |
| Prosperitas Financial LLC | 4,962 | $2.39M | 1.53% | +526+11.9% | Added |
| Sepio Capital, LP | 4,945 | $2.38M | 0.20% | −393−7.4% | Reduced |
| First United Bank Trust | 4,937 | $2.38M | 0.88% | +78+1.6% | Added |
| Howland Capital Management LLC | 4,934 | $2.38M | 0.11% | −191−3.7% | Reduced |
| Cape Cod Five Cents Savings Bank | 4,926 | $2.37M | 0.23% | −377−7.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,921 | $2.37M | 0.98% | −46−0.9% | Reduced |
| Pegasus Partners Ltd. | 4,902 | $2.36M | 0.25% | −278−5.4% | Reduced |
| Dantai Capital Ltd | 4,900 | $2.36M | 2.73% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 4,888 | $2.35M | 0.16% | +144+3.0% | Added |
| Focus Financial Network, Inc. | 5,172 | $2.35M | 0.11% | +5,172 | New |
| Cary Street Partner Investment Advisory LLC | 4,861 | $2.34M | 0.10% | +517+11.9% | Added |
| Mitchell Sinkler & Starr | 4,840 | $2.33M | 0.58% | −9,722−66.8% | Reduced |
| Caldwell Investment Management Ltd. | 4,838 | $2.33M | 1.73% | 00.0% | Unchanged |
| Resonant Capital Advisors, LLC | 4,819 | $2.32M | 0.20% | +311+6.9% | Added |
| Paloma Partners Management Co | 4,811 | $2.32M | 0.33% | +4,811 | New |
| Sentry Investment Management LLC | 4,802 | $2.31M | 0.90% | 00.0% | Unchanged |
| Headinvest, LLC | 4,778 | $2.30M | 0.45% | −123−2.5% | Reduced |
| StoneX Group Inc. | 4,761 | $2.29M | 0.21% | +504+11.8% | Added |
| Concord Wealth Partners | 4,759 | $2.29M | 0.41% | +1,365+40.2% | Added |
| Garrison Point Advisors, LLC | 4,756 | $2.29M | 1.47% | +5+0.1% | Added |
| Two Sigma Securities, LLC | 4,747 | $2.29M | 0.11% | +2,937+162.3% | Added |
| Angeles Wealth Management, LLC | 4,733 | $2.28M | 0.23% | +734+18.4% | Added |
| First Horizon Advisors, Inc. | 4,722 | $2.27M | 0.07% | +423+9.8% | Added |
| Manchester Capital Management LLC | 4,709 | $2.27M | 0.28% | +269+6.1% | Added |
| Able Wealth Management LLC | 4,702 | $2.26M | 1.98% | +22+0.5% | Added |
| Aaron Wealth Advisors | 4,695 | $2.26M | 0.32% | +856+22.3% | Added |
| RMR Wealth Builders | 4,693 | $2.26M | 0.27% | +601+14.7% | Added |
| Sanders Morris Harris LLC | 4,691 | $2.26M | 0.42% | +1,098+30.6% | Added |
| Delta Financial Group, Inc. | 4,690 | $2.26M | 0.66% | +8+0.2% | Added |
| Providence First Trust Co | 4,679 | $2.25M | 0.98% | −27−0.6% | Reduced |
| Ledyard National Bank | 4,670 | $2.25M | 0.22% | −87−1.8% | Reduced |
| Northwest Bank & Trust Co | 4,969 | $2.24M | 2.06% | −59−1.2% | Reduced |
| Patron Partners Advisors, LLC | 4,651 | $2.24M | 1.36% | +15+0.3% | Added |
| Chemistry Wealth Management LLC | 4,647 | $2.24M | 0.60% | +45+1.0% | Added |
| HRT Financial LP | 4,643 | $2.23M | 0.01% | −24,146−83.9% | Reduced |
| EverSource Wealth Advisors, LLC | 4,952 | $2.23M | 0.18% | +222+4.7% | Added |
| Atlantic Trust, LLC | 4,635 | $2.23M | 0.58% | −1,616−25.9% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 4,628 | $2.23M | 1.04% | −1,357−22.7% | Reduced |
| Quotient Wealth Partners, LLC | 4,618 | $2.22M | 0.08% | −307−6.2% | Reduced |
| Fort Point Capital Partners LLC | 4,607 | $2.22M | 0.30% | −72−1.5% | Reduced |
| BLB&B Advisors, LLC | 4,597 | $2.21M | 0.12% | +1,720+59.8% | Added |
| Revolve Wealth Partners, LLC | 4,591 | $2.21M | 0.38% | +104+2.3% | Added |
| Rockingstone Advisors LLC | 4,588 | $2.21M | 1.14% | −563−10.9% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,587 | $2.21M | 1.52% | +2,187+91.1% | Added |
| Wealth Alliance | 4,587 | $2.21M | 0.29% | −159−3.4% | Reduced |
| Capital Counsel LLC | 4,569 | $2.20M | 0.10% | −527−10.3% | Reduced |
| Security National Bank | 4,566 | $2.20M | 0.33% | 00.0% | Unchanged |
| Premier Path Wealth Partners, LLC | 4,560 | $2.20M | 0.41% | −100−2.1% | Reduced |
| Fukoku Mutual Life Insurance Co | 4,558 | $2.19M | 0.17% | −297−6.1% | Reduced |
| OV Management LLC | 4,554 | $2.19M | 1.59% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 4,542 | $2.19M | 0.21% | +41+0.9% | Added |
| Cornercap Investment Counsel Inc | 4,527 | $2.18M | 0.34% | +49+1.1% | Added |
| Burney Co | 4,519 | $2.18M | 0.08% | −13,405−74.8% | Reduced |
| TriaGen Wealth Management LLC | 4,508 | $2.17M | 0.90% | −7−0.2% | Reduced |
| McDaniel Terry & Co | 4,503 | $2.17M | 0.19% | −66−1.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 4,501 | $2.17M | 0.53% | −68−1.5% | Reduced |
| Beacon Financial Group | 4,472 | $2.15M | 0.25% | −154−3.3% | Reduced |
| Strategic Planning Group, LLC | 4,452 | $2.14M | 0.54% | +623+16.3% | Added |
| Compass Wealth Management LLC | 4,450 | $2.14M | 0.54% | −50−1.1% | Reduced |
| Woodmont Investment Counsel LLC | 4,450 | $2.14M | 0.18% | +693+18.4% | Added |
| Sendero Wealth Management, LLC | 4,449 | $2.14M | 0.37% | −62−1.4% | Reduced |
| J. W. Coons Advisors, LLC | 4,438 | $2.14M | 0.48% | −260−5.5% | Reduced |
| Confluence Wealth Services, Inc. | 4,433 | $2.13M | 0.19% | +760+20.7% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 4,429 | $2.13M | 0.55% | +3,251+276.0% | Added |
| Smith, Moore & Co. | 4,428 | $2.13M | 0.23% | +167+3.9% | Added |
| Consilium Wealth Advisory, LLC | 4,420 | $2.13M | 1.20% | +170+4.0% | Added |
| Steward Partners Investment Solutions, LLC | 4,395 | $2.12M | 0.36% | +1,839+71.9% | Added |
| Calamos Wealth Management LLC | 4,385 | $2.11M | 0.12% | −4,602−51.2% | Reduced |
| SkyView Investment Advisors, LLC | 4,369 | $2.10M | 0.39% | +560+14.7% | Added |
| Arthur M. Cohen & Associates, LLC | 4,294 | $2.10M | 0.44% | +70+1.7% | Added |
| Alapocas Investment Partners, Inc. | 4,352 | $2.10M | 1.25% | +20.0% | Added |
| Westhampton Capital, LLC | 4,337 | $2.09M | 1.14% | +50+1.2% | Added |
| Vise Technologies, Inc. | 4,320 | $2.08M | 0.41% | +103+2.4% | Added |
| Avestar Capital, LLC | 4,318 | $2.08M | 0.24% | +929+27.4% | Added |
| Transcend Wealth Collective, LLC | 4,315 | $2.08M | 0.17% | +51+1.2% | Added |
| Summit Financial, LLC | 4,306 | $2.07M | 0.12% | −362−7.8% | Reduced |
| Bard Financial Services, Inc. | 4,300 | $2.07M | 0.22% | +45+1.1% | Added |
| Scharf Investments, LLC | 4,286 | $2.06M | 0.06% | +204+5.0% | Added |
| Whittier Trust Co of Nevada Inc | 4,274 | $2.06M | 0.06% | +541+14.5% | Added |
| Symphony Financial, Ltd. Co. | 4,271 | $2.06M | 0.48% | −1,825−29.9% | Reduced |
| Kelman-Lazarov, Inc. | 4,267 | $2.05M | 0.40% | −30−0.7% | Reduced |
| Canopy Partners, LLC | 4,260 | $2.05M | 1.00% | +469+12.4% | Added |
| Roof Eidam & Maycock | 4,256 | $2.05M | 0.56% | +308+7.8% | Added |
| Harbert Fund Advisors, Inc. | 4,250 | $2.05M | 1.41% | +4,250 | New |