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 |
|---|---|---|---|---|---|
| Morris Retirement Advisors, LLC | 2,810 | $1.35M | 0.81% | −230−7.6% | Reduced |
| Allstate Corp | 2,805 | $1.35M | 0.10% | −40−1.4% | Reduced |
| Caxton Associates LP | 2,801 | $1.35M | 0.09% | −1,247−30.8% | Reduced |
| Roberts Capital Advisors, LLC | 2,801 | $1.35M | 1.29% | +2,801 | New |
| Oliver Lagore Vanvalin Investment Group | 2,793 | $1.34M | 0.40% | +401+16.8% | Added |
| Darden Wealth Group Inc | 2,789 | $1.34M | 1.05% | 00.0% | Unchanged |
| Pine Valley Investments Ltd Liability Co | 2,786 | $1.34M | 0.10% | +197+7.6% | Added |
| Colonial Trust Advisors | 2,784 | $1.34M | 0.13% | −38−1.3% | Reduced |
| Affinity Capital Advisors, LLC | 2,781 | $1.34M | 0.30% | −21−0.7% | Reduced |
| Red Wave Investments LLC | 2,781 | $1.34M | 0.50% | −37−1.3% | Reduced |
| Hamilton Capital, LLC | 2,778 | $1.34M | 0.10% | +14+0.5% | Added |
| Intelligence Driven Advisers, LLC | 2,776 | $1.34M | 0.20% | −102−3.5% | Reduced |
| Cim Investment Mangement Inc | 2,763 | $1.33M | 0.40% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 2,753 | $1.33M | 0.65% | +35+1.3% | Added |
| Brown Miller Wealth Management, LLC | 2,748 | $1.32M | 0.58% | +55+2.0% | Added |
| Duncan Williams Asset Management, LLC | 2,748 | $1.32M | 1.19% | +2,748 | New |
| Professional Financial Advisors, LLC | 2,747 | $1.32M | 0.38% | +98+3.7% | Added |
| Tremblant Capital Group | 2,746 | $1.32M | 0.15% | +1,462+113.9% | Added |
| RDA Financial Network | 2,743 | $1.32M | 0.45% | +48+1.8% | Added |
| Prentice Wealth Management LLC | 2,741 | $1.32M | 0.46% | +82+3.1% | Added |
| Semus Wealth Partners LLC | 2,735 | $1.32M | 1.11% | +27+1.0% | Added |
| Park Place Capital Corp | 2,735 | $1.32M | 0.47% | +242+9.7% | Added |
| Eisler Capital (UK) Ltd. | 2,733 | $1.32M | 0.16% | −13,545−83.2% | Reduced |
| Marcum Wealth, LLC | 2,728 | $1.31M | 0.13% | −211−7.2% | Reduced |
| Crewe Advisors LLC | 2,722 | $1.31M | 0.15% | +2,722 | New |
| Stablepoint Partners, LLC | 2,721 | $1.31M | 0.27% | +253+10.3% | Added |
| Catalyst Financial Partners LLC | 2,846 | $1.31M | 0.34% | +185+7.0% | Added |
| Commonwealth Retirement Investments LLC | 2,710 | $1.31M | 0.62% | +85+3.2% | Added |
| Prudent Man Advisors, LLC | 2,707 | $1.30M | 0.49% | −131−4.6% | Reduced |
| First Affirmative Financial Network | 2,704 | $1.30M | 0.96% | +17+0.6% | Added |
| Scientech Research LLC | 2,699 | $1.30M | 0.69% | +1,577+140.6% | Added |
| Plancorp, LLC | 2,694 | $1.30M | 0.06% | −64−2.3% | Reduced |
| KRS Capital Management, LLC | 2,694 | $1.30M | 1.05% | −30−1.1% | Reduced |
| Capital Advisors, Ltd. LLC | 2,690 | $1.29M | 0.17% | +50+1.9% | Added |
| Oakworth Capital, Inc. | 2,689 | $1.29M | 0.10% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,685 | $1.29M | 0.24% | +83+3.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 2,685 | $1.29M | 0.64% | +4+0.1% | Added |
| SeaCrest Wealth Management, LLC | 2,677 | $1.29M | 0.16% | −36−1.3% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 2,675 | $1.29M | 0.10% | −205−7.1% | Reduced |
| Rice Partnership, LLC | 2,675 | $1.29M | 0.30% | 00.0% | Unchanged |
| GM Advisory Group, Inc. | 2,669 | $1.29M | 0.09% | +538+25.2% | Added |
| Stiles Financial Services Inc | 2,666 | $1.28M | 0.51% | −13−0.5% | Reduced |
| Paladin Advisory Group, LLC | 2,679 | $1.28M | 1.01% | −159−5.6% | Reduced |
| McCarthy Asset Management, Inc. | 2,647 | $1.27M | 0.78% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 2,645 | $1.27M | 0.63% | +213+8.8% | Added |
| FFT Wealth Management LLC | 2,640 | $1.27M | 0.11% | +342+14.9% | Added |
| Hilltop National Bank | 2,632 | $1.27M | 0.43% | +2,632 | New |
| Twin City Private Wealth, LLC | 2,621 | $1.26M | 1.24% | +2,621 | New |
| Harrington Investments, INC | 2,620 | $1.26M | 0.72% | +1,439+121.8% | Added |
| Howard Financial Services, Ltd. | 2,619 | $1.26M | 0.22% | +105+4.2% | Added |
| ASB Consultores, LLC | 2,610 | $1.26M | 0.32% | +2,111+423.0% | Added |
| Biltmore Family Office, LLC | 2,607 | $1.26M | 0.25% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,601 | $1.25M | 0.05% | +48+1.9% | Added |
| Fielder Capital Group LLC | 2,597 | $1.25M | 0.56% | +5+0.2% | Added |
| Pointe Capital Management LLC | 2,586 | $1.25M | 0.77% | −40−1.5% | Reduced |
| Beaumont Asset Management, L.L.C. | 2,575 | $1.24M | 0.83% | +93+3.7% | Added |
| Midwest Professional Planners, LTD. | 2,570 | $1.24M | 0.43% | +1,866+265.1% | Added |
| Whalen Wealth Management Inc. | 2,559 | $1.23M | 0.91% | +106+4.3% | Added |
| Proficio Capital Partners LLC | 2,558 | $1.23M | 0.14% | +251+10.9% | Added |
| MainStreet Investment Advisors LLC | 2,556 | $1.23M | 0.15% | −747−22.6% | Reduced |
| Client 1st Advisory Group, LLC | 2,554 | $1.23M | 0.55% | +170+7.1% | Added |
| Winthrop Advisory Group LLC | 2,551 | $1.23M | 0.18% | −13−0.5% | Reduced |
| HighVista Strategies LLC | 2,547 | $1.23M | 0.44% | −3,500−57.9% | Reduced |
| Unique Wealth, LLC | 2,540 | $1.22M | 0.35% | +842+49.6% | Added |
| Sheets Smith Wealth Management | 2,536 | $1.22M | 0.14% | +2,536 | New |
| Regal Investment Advisors LLC | 2,531 | $1.22M | 0.08% | +10.0% | Added |
| Zuckerman Investment Group, LLC | 2,531 | $1.22M | 0.14% | +100+4.1% | Added |
| Northcape Wealth Management, LLC | 2,530 | $1.22M | 0.44% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 2,616 | $1.22M | 0.18% | +2,616 | New |
| Lifestyle Asset Management, Inc. | 2,523 | $1.22M | 0.72% | −347−12.1% | Reduced |
| Drive Wealth Management, LLC | 2,522 | $1.21M | 0.34% | −213−7.8% | Reduced |
| State of Wyoming | 2,518 | $1.21M | 0.20% | +873+53.1% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,515 | $1.21M | 0.21% | −364−12.6% | Reduced |
| Hartline Investment Corp | 2,515 | $1.21M | 0.21% | +2,515 | New |
| Independence Bank of Kentucky | 2,514 | $1.21M | 0.36% | +402+19.0% | Added |
| Lee Financial Co | 2,510 | $1.21M | 0.20% | −11−0.4% | Reduced |
| Prestige Wealth Management Group LLC | 2,510 | $1.21M | 0.26% | −2,468−49.6% | Reduced |
| KC Investment Advisors, LLC | 2,510 | $1.21M | 0.63% | −117−4.5% | Reduced |
| LCNB Corp | 2,509 | $1.21M | 0.44% | −19−0.8% | Reduced |
| Rothschild Investment LLC | 2,497 | $1.20M | 0.09% | +151+6.4% | Added |
| Fortis Capital Advisors, LLC | 2,495 | $1.20M | 0.51% | +1,418+131.7% | Added |
| Hara Capital LLC | 2,491 | $1.20M | 0.72% | −343−12.1% | Reduced |
| Northern Financial Advisors Inc | 2,488 | $1.20M | 0.94% | −29−1.2% | Reduced |
| Aprio Wealth Management, LLC | 2,480 | $1.19M | 0.23% | +481+24.1% | Added |
| Delta Investment Management, LLC | 2,480 | $1.19M | 0.27% | −66−2.6% | Reduced |
| McGowan Group Asset Management, Inc. | 2,477 | $1.19M | 0.17% | 00.0% | Unchanged |
| SP Asset Management LLC | 2,474 | $1.19M | 0.11% | +104+4.4% | Added |
| Nilsine Partners, LLC | 2,466 | $1.19M | 0.16% | −123−4.8% | Reduced |
| Buckley Wealth Management, LLC | 2,460 | $1.18M | 0.38% | −30−1.2% | Reduced |
| Motco | 2,455 | $1.18M | 0.07% | +2,018+461.8% | Added |
| Ambassador Advisors, LLC | 2,453 | $1.18M | 0.21% | +764+45.2% | Added |
| Providence Wealth Advisors, LLC | 2,460 | $1.18M | 1.01% | +178+7.8% | Added |
| Advisor OS, LLC | 2,434 | $1.17M | 0.13% | +979+67.3% | Added |
| 9258 Wealth Management, LLC | 2,405 | $1.16M | 0.18% | −11−0.5% | Reduced |
| Spirit of America Management Corp | 2,400 | $1.16M | 0.23% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,400 | $1.16M | 0.65% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 2,470 | $1.15M | 0.21% | −320−11.5% | Reduced |
| Collective Family Office LLC | 2,392 | $1.15M | 0.37% | +700+41.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2,390 | $1.15M | 0.04% | +71+3.1% | Added |
| Provident Trust Co | 2,380 | $1.15M | 0.02% | 00.0% | Unchanged |