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 |
|---|---|---|---|---|---|
| David Loasby | 4,334 | $2.05M | 0.21% | +51+1.2% | Added |
| Intelligent Financial Strategies | 4,227 | $2.04M | 1.26% | +25+0.6% | Added |
| Mount Yale Investment Advisors, LLC | 4,217 | $2.03M | 0.16% | +86+2.1% | Added |
| Quest Partners LLC | 4,216 | $2.03M | 0.35% | +2,589+159.1% | Added |
| Mystic Asset Management, Inc. | 4,205 | $2.03M | 0.84% | +60+1.4% | Added |
| Cornerstone Wealth Management, LLC | 4,204 | $2.02M | 0.16% | −1,248−22.9% | Reduced |
| Ameliora Wealth Management Ltd. | 4,195 | $2.02M | 0.92% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 4,428 | $2.02M | 0.30% | −1,303−22.7% | Reduced |
| Value Partners Investments Inc. | 4,147 | $2.00M | 0.16% | +344+9.0% | Added |
| Smartleaf Asset Management LLC | 4,171 | $1.99M | 0.39% | +1,492+55.7% | Added |
| Missouri Trust & Investment Co | 4,125 | $1.99M | 0.77% | −416−9.2% | Reduced |
| Visionary Wealth Advisors | 4,107 | $1.98M | 0.13% | −362−8.1% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 4,117 | $1.97M | 1.17% | −218−5.0% | Reduced |
| Redwood Investment Management, LLC | 4,085 | $1.97M | 0.19% | +382+10.3% | Added |
| World Equity Group, Inc. | 4,075 | $1.96M | 0.40% | −24−0.6% | Reduced |
| PDS Planning, Inc | 4,072 | $1.96M | 0.21% | +130+3.3% | Added |
| Aua Capital Management, LLC | 4,071 | $1.96M | 1.13% | −213−5.0% | Reduced |
| Sierra Capital LLC | 4,071 | $1.96M | 0.26% | +621+18.0% | Added |
| CIC Wealth, LLC | 4,051 | $1.95M | 0.57% | +42+1.0% | Added |
| Concord Asset Management, LLC | 4,051 | $1.95M | 0.51% | +982+32.0% | Added |
| Blackhawk Capital Partners LLC. | 4,041 | $1.95M | 1.21% | +3,394+524.6% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,041 | $1.95M | 0.48% | −21−0.5% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 4,544 | $1.94M | 0.74% | −365−7.4% | Reduced |
| Guardian Wealth Management, Inc. | 4,024 | $1.94M | 1.49% | +93+2.4% | Added |
| Moloney Securities Asset Management, LLC | 4,020 | $1.94M | 0.29% | +49+1.2% | Added |
| Castle Rock Wealth Management, LLC | 4,366 | $1.93M | 0.53% | +3,742+599.7% | Added |
| Tectonic Advisors LLC | 4,007 | $1.93M | 0.15% | +114+2.9% | Added |
| Mayflower Financial Advisors, LLC | 4,006 | $1.93M | 0.32% | +39+1.0% | Added |
| Intact Investment Management Inc. | 4,000 | $1.93M | 0.08% | +600+17.6% | Added |
| Ignite Planners, LLC | 4,023 | $1.92M | 0.54% | −570−12.4% | Reduced |
| Americana Partners, LLC | 3,993 | $1.92M | 0.16% | +421+11.8% | Added |
| Transatlantique Private Wealth LLC | 4,028 | $1.92M | 0.84% | +107+2.7% | Added |
| Richwood Investment Advisors, LLC | 3,981 | $1.92M | 1.70% | −62−1.5% | Reduced |
| Formidable Asset Management, LLC | 3,973 | $1.91M | 0.31% | +323+8.8% | Added |
| KCM Investment Advisors LLC | 3,969 | $1.91M | 0.07% | +244+6.6% | Added |
| Bell Bank | 3,964 | $1.91M | 0.16% | +522+15.2% | Added |
| Lantern Wealth Advisors, LLC | 3,959 | $1.91M | 1.34% | +25+0.6% | Added |
| Cobblestone Capital Advisors LLC | 3,955 | $1.90M | 0.12% | −544−12.1% | Reduced |
| Provident Co of the Employees of the Hebrew University LTD | 3,947 | $1.90M | 2.02% | +3,947 | New |
| Nikulski Financial, Inc. | 3,929 | $1.89M | 0.63% | +90+2.3% | Added |
| Stonebridge Financial Planning Group, LLC | 3,914 | $1.88M | 1.00% | −70−1.8% | Reduced |
| Barden Capital Management, Inc. | 3,913 | $1.88M | 1.82% | −1,081−21.6% | Reduced |
| Fiduciary Family Office, LLC | 3,912 | $1.88M | 0.74% | +750+23.7% | Added |
| Liberty Capital Management, Inc. | 3,912 | $1.88M | 0.46% | −215−5.2% | Reduced |
| Three Seasons Wealth, LLC | 3,926 | $1.88M | 1.32% | +516+15.1% | Added |
| NRI Wealth Management LC | 3,896 | $1.88M | 1.59% | +35+0.9% | Added |
| Prossimo Advisors, LLC | 3,895 | $1.88M | 3.63% | −10−0.3% | Reduced |
| Strategic Blueprint, LLC | 3,887 | $1.87M | 0.13% | +440+12.8% | Added |
| Fortis Capital Management LLC | 3,879 | $1.87M | 0.49% | +410+11.8% | Added |
| Marshall Financial Group LLC | 3,872 | $1.86M | 0.54% | +144+3.9% | Added |
| Strong Tower Advisory Services | 3,895 | $1.86M | 0.75% | +86+2.3% | Added |
| Independent Solutions Wealth Management, LLC | 3,866 | $1.86M | 0.44% | −49−1.3% | Reduced |
| Legacy Financial Advisors, Inc. | 3,860 | $1.86M | 0.33% | −55−1.4% | Reduced |
| Altman Advisors, Inc. | 3,879 | $1.86M | 0.90% | +50+1.3% | Added |
| PKO Investment Management Joint-Stock Co | 3,825 | $1.85M | 0.22% | −1,175−23.5% | Reduced |
| HCR Wealth Advisors | 3,842 | $1.85M | 0.28% | −66−1.7% | Reduced |
| VeraBank, N.A. | 3,836 | $1.85M | 0.58% | −40−1.0% | Reduced |
| Emfo, LLC | 3,809 | $1.83M | 1.68% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 3,805 | $1.83M | 0.38% | −139−3.5% | Reduced |
| Quent Capital, LLC | 3,792 | $1.83M | 0.21% | +67+1.8% | Added |
| Synergy Financial Group, LTD | 3,789 | $1.82M | 2.06% | +4+0.1% | Added |
| Williamson Legacy Group, LLC | 3,788 | $1.82M | 1.41% | +104+2.8% | Added |
| Keel Point, LLC | 3,760 | $1.81M | 0.19% | +252+7.2% | Added |
| Evergreen Wealth Solutions, LLC | 3,757 | $1.81M | 1.34% | −656−14.9% | Reduced |
| M. Kulyk & Associates, LLC | 3,756 | $1.81M | 0.42% | +2,540+208.9% | Added |
| Bailard, Inc. | 3,751 | $1.81M | 0.05% | −150−3.8% | Reduced |
| Cito Capital Group, LLC | 3,750 | $1.81M | 0.74% | 00.0% | Unchanged |
| Borer Denton & Associates, Inc. | 3,750 | $1.81M | 0.64% | 00.0% | Unchanged |
| Promethos Capital, LLC | 3,748 | $1.80M | 1.06% | 00.0% | Unchanged |
| Archer Investment Corp | 3,738 | $1.80M | 0.54% | +10.0% | Added |
| YHB Investment Advisors, Inc. | 3,737 | $1.80M | 0.16% | −67−1.8% | Reduced |
| Arrow Financial Corp | 3,720 | $1.79M | 0.18% | −319−7.9% | Reduced |
| J.W. Cole Advisors, Inc. | 3,722 | $1.79M | 0.09% | +446+13.6% | Added |
| Forum Financial Management, LP | 3,718 | $1.79M | 0.03% | +2+0.1% | Added |
| Amussen Hunsaker Associates LLC | 3,732 | $1.79M | 0.32% | −111−2.9% | Reduced |
| Strait & Sound Wealth Management LLC | 3,813 | $1.79M | 1.00% | +12+0.3% | Added |
| Ransom Advisory, Ltd | 3,700 | $1.78M | 0.95% | +3,700 | New |
| First National Trust Co | 3,694 | $1.78M | 0.07% | +41+1.1% | Added |
| Sage Mountain Advisors LLC | 3,684 | $1.77M | 0.18% | +142+4.0% | Added |
| Atlas Private Wealth Management | 3,674 | $1.77M | 0.74% | +299+8.9% | Added |
| Essex Financial Services, Inc. | 3,662 | $1.76M | 0.16% | +387+11.8% | Added |
| Robertson Stephens Wealth Management, LLC | 3,657 | $1.76M | 0.10% | +1,795+96.4% | Added |
| Gries Financial LLC | 3,639 | $1.75M | 0.29% | +3,639 | New |
| Gibbs Wealth Management | 3,606 | $1.74M | 1.00% | +3,606 | New |
| Hennessy Advisors Inc | 3,600 | $1.73M | 0.07% | −200−5.3% | Reduced |
| Gratus Capital LLC | 3,594 | $1.73M | 0.08% | +3,025+531.6% | Added |
| Beaumont Financial Advisors, LLC | 3,590 | $1.73M | 0.14% | +10+0.3% | Added |
| CVA Family Office, LLC | 3,585 | $1.73M | 0.31% | +5+0.1% | Added |
| Ellevest, Inc. | 3,584 | $1.73M | 0.11% | +556+18.4% | Added |
| Cape Investment Advisory, Inc. | 3,579 | $1.72M | 0.81% | −526−12.8% | Reduced |
| Burns Matteson Capital Management, LLC | 3,541 | $1.71M | 1.10% | −190−5.1% | Reduced |
| Claro Advisors LLC | 3,522 | $1.70M | 0.30% | +158+4.7% | Added |
| Machina Capital S.A.S. | 3,518 | $1.69M | 0.89% | +2,204+167.7% | Added |
| WBH Advisory Inc | 3,510 | $1.69M | 0.17% | +2,005+133.2% | Added |
| Wallace Advisory Group, LLC | 3,963 | $1.69M | 1.27% | −72−1.8% | Reduced |
| Arbor Capital Management Inc | 3,722 | $1.68M | 1.59% | −623−14.3% | Reduced |
| Shepherd Financial Partners LLC | 3,483 | $1.68M | 0.22% | −76−2.1% | Reduced |
| Union Savings Bank | 3,479 | $1.68M | 0.88% | −73−2.1% | Reduced |
| Landscape Capital Management, L.L.C. | 3,475 | $1.67M | 0.15% | +3,475 | New |
| Aspiriant, LLC | 3,468 | $1.67M | 0.07% | −77−2.2% | Reduced |