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 |
|---|---|---|---|---|---|
| Capital Planning Advisors, LLC | 2,379 | $1.15M | 0.20% | −26−1.1% | Reduced |
| MQS Management LLC | 2,377 | $1.14M | 0.66% | +1,367+135.3% | Added |
| Renasant Bank | 2,371 | $1.14M | 0.81% | +300+14.5% | Added |
| Avantax Planning Partners, Inc. | 2,367 | $1.14M | 0.04% | −199−7.8% | Reduced |
| Mendel Money Management | 2,364 | $1.14M | 0.53% | +5+0.2% | Added |
| Cedar Brook Financial Partners, LLC | 2,361 | $1.14M | 0.22% | −19−0.8% | Reduced |
| Green Harvest Asset Management LLC | 2,359 | $1.14M | 0.03% | +7+0.3% | Added |
| OneAscent Financial Services LLC | 2,356 | $1.14M | 0.13% | −144−5.8% | Reduced |
| Accretive Wealth Partners, LLC | 2,555 | $1.13M | 0.50% | −25−1.0% | Reduced |
| Wallace Capital Management Inc. | 2,350 | $1.13M | 0.15% | 00.0% | Unchanged |
| IMS Capital Management | 2,346 | $1.13M | 0.53% | +94+4.2% | Added |
| Zions Bancorporation, N.A. | 2,340 | $1.13M | 0.08% | −320−12.0% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,336 | $1.12M | 0.26% | 00.0% | Unchanged |
| Permit Capital, LLC | 2,320 | $1.12M | 0.71% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,316 | $1.12M | 0.26% | +33+1.4% | Added |
| Great Valley Advisor Group, Inc. | 2,314 | $1.11M | 0.03% | +126+5.8% | Added |
| SevenBridge Financial Group, LLC | 2,513 | $1.11M | 0.25% | +11+0.4% | Added |
| Seascape Capital Management | 2,314 | $1.11M | 0.41% | −36−1.5% | Reduced |
| Evanson Asset Management, LLC | 2,309 | $1.11M | 0.09% | 00.0% | Unchanged |
| Carr Financial Group Corp | 2,308 | $1.11M | 0.37% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,304 | $1.11M | 0.32% | −18−0.8% | Reduced |
| KG&L Capital Management,LLC | 2,303 | $1.11M | 0.44% | +97+4.4% | Added |
| Dorchester Wealth Management Co | 2,298 | $1.11M | 0.20% | −25−1.1% | Reduced |
| Cynosure Management, LLC | 2,281 | $1.10M | 0.20% | −1,275−35.9% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,275 | $1.10M | 0.18% | +8+0.4% | Added |
| Family Legacy, Inc. | 2,272 | $1.09M | 0.39% | +14+0.6% | Added |
| Seven Mile Advisory | 2,271 | $1.09M | 0.83% | +76+3.5% | Added |
| Davies Financial Advisors, Inc. | 2,269 | $1.09M | 1.12% | +2,269 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,267 | $1.09M | 0.39% | +473+26.4% | Added |
| Gratus Wealth Advisors, LLC | 2,397 | $1.09M | 0.20% | −74−3.0% | Reduced |
| Marks Group Wealth Management, Inc | 2,252 | $1.08M | 0.11% | 00.0% | Unchanged |
| Waterloo Capital, L.P. | 2,244 | $1.08M | 0.14% | +690+44.4% | Added |
| Oxford Wealth Group, LLC | 2,225 | $1.07M | 0.98% | +2,225 | New |
| Altfest L J & Co Inc | 2,217 | $1.07M | 0.16% | +121+5.8% | Added |
| Perennial Investment Advisors, LLC | 2,210 | $1.06M | 0.16% | +3+0.1% | Added |
| First Western Trust Bank | 2,206 | $1.06M | 0.05% | −43−1.9% | Reduced |
| Alta Advisers Ltd | 2,200 | $1.06M | 0.53% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,195 | $1.06M | 0.14% | +40+1.9% | Added |
| Dohj, LLC | 2,191 | $1.06M | 0.28% | +1,313+149.5% | Added |
| Sandbox Financial Partners, LLC | 2,191 | $1.05M | 0.44% | +13+0.6% | Added |
| River Street Advisors LLC | 2,189 | $1.05M | 0.71% | −112−4.9% | Reduced |
| Lagoda Investment Management, L.P. | 2,184 | $1.05M | 0.65% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 2,329 | $1.05M | 0.21% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2,175 | $1.05M | 0.42% | +2+0.1% | Added |
| Camden Capital, LLC | 2,165 | $1.04M | 0.09% | −100−4.4% | Reduced |
| Connecticut Wealth Management, LLC | 2,161 | $1.04M | 0.06% | +95+4.6% | Added |
| FirstPurpose Wealth LLC | 2,200 | $1.03M | 0.37% | −31−1.4% | Reduced |
| New Capital Management LP | 2,142 | $1.03M | 0.31% | −22−1.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,140 | $1.03M | 0.17% | −726−25.3% | Reduced |
| Burr Financial Services, LLC | 2,273 | $1.03M | 0.80% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 2,136 | $1.03M | 0.71% | −80−3.6% | Reduced |
| Jefferies Financial Group Inc. | 2,135 | $1.03M | 0.02% | −15,302−87.8% | Reduced |
| MidWestOne Financial Group, Inc. | 2,131 | $1.03M | 0.18% | +122+6.1% | Added |
| Catalyst Capital Advisors LLC | 2,130 | $1.03M | 0.02% | +595+38.8% | Added |
| Onefund, LLC | 2,139 | $1.02M | 1.22% | −51−2.3% | Reduced |
| Trust Co | 2,125 | $1.02M | 0.13% | +415+24.3% | Added |
| Walter & Keenan Financial Consulting Co | 2,123 | $1.02M | 0.33% | +10.0% | Added |
| Syntegra Private Wealth Group, LLC | 2,120 | $1.02M | 0.13% | +124+6.2% | Added |
| Orrstown Financial Services Inc | 2,118 | $1.02M | 0.57% | +65+3.2% | Added |
| Vista Wealth Management Group, LLC | 2,116 | $1.02M | 0.08% | +305+16.8% | Added |
| Five Oceans Advisors | 2,116 | $1.02M | 0.52% | +2+0.1% | Added |
| Atlas Brown,Inc. | 2,112 | $1.02M | 0.37% | +5+0.2% | Added |
| WESPAC Advisors, LLC | 2,111 | $1.02M | 0.59% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,109 | $1.02M | 0.37% | +590+38.8% | Added |
| Scissortail Wealth Management, LLC | 2,100 | $1.01M | 0.27% | −504−19.4% | Reduced |
| Argus Investors' Counsel, Inc. | 2,096 | $1.01M | 0.62% | +251+13.6% | Added |
| Trustmark National Bank Trust Department | 2,096 | $1.01M | 0.08% | +9+0.4% | Added |
| Financial Management Network Inc | 2,144 | $1.01M | 0.25% | +124+6.1% | Added |
| Maren Capital LLC | 2,085 | $1.00M | 0.10% | 00.0% | Unchanged |
| Crawford Investment Counsel Inc | 2,083 | $1.00M | 0.02% | +408+24.4% | Added |
| Robinson Smith Wealth Advisors LLC | 2,071 | $997.3K | 0.96% | +10.0% | Added |
| Advisory Resource Group | 2,069 | $996.4K | 0.23% | +53+2.6% | Added |
| Cahill Wealth Management, LLC | 2,061 | $992.5K | 0.58% | 00.0% | Unchanged |
| Alpha Family Trust | 2,050 | $987.2K | 0.60% | 00.0% | Unchanged |
| Silver Oak Securities, Inc | 2,045 | $985.0K | 0.15% | −3−0.1% | Reduced |
| Field & Main Bank | 2,043 | $983.8K | 0.38% | −45−2.2% | Reduced |
| Tyler-Stone Wealth Management | 2,040 | $982.4K | 0.44% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,037 | $981.0K | 0.45% | +10.0% | Added |
| Moss Adams Wealth Advisors LLC | 2,034 | $979.5K | 0.16% | +1,376+209.1% | Added |
| Shufro Rose & Co LLC | 2,033 | $979.0K | 0.08% | −10−0.5% | Reduced |
| First Heartland Consultants, Inc. | 2,029 | $977.0K | 0.10% | −39−1.9% | Reduced |
| Atwater Malick LLC | 2,028 | $976.6K | 0.34% | +18+0.9% | Added |
| Journey Advisory Group, LLC | 2,026 | $975.7K | 0.12% | +90+4.6% | Added |
| Letson Investment Management, Inc. | 2,016 | $970.8K | 0.41% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 2,010 | $968.0K | 0.16% | −550−21.5% | Reduced |
| Canal Capital Management, LLC | 2,002 | $964.0K | 0.16% | −86−4.1% | Reduced |
| Van Strum & Towne Inc. | 2,000 | $963.1K | 0.35% | 00.0% | Unchanged |
| Capital Management Associates | 2,000 | $963.1K | 1.15% | +2,000 | New |
| Demars Financial Group, LLC | 1,998 | $962.3K | 0.47% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 1,990 | $958.3K | 0.64% | −177−8.2% | Reduced |
| Strategic Investment Advisors | 1,988 | $957.4K | 0.12% | +101+5.4% | Added |
| GFG Capital, LLC | 1,984 | $955.6K | 0.25% | −150−7.0% | Reduced |
| Hartford Funds Management Co LLC | 1,980 | $953.7K | 0.09% | +161+8.9% | Added |
| PAX Financial Group, LLC | 1,978 | $952.6K | 0.19% | −97−4.7% | Reduced |
| Essex LLC | 1,976 | $951.7K | 0.22% | −357−15.3% | Reduced |
| Howard Wealth Management, LLC | 1,976 | $951.6K | 0.77% | +20+1.0% | Added |
| Wealth Alliance Advisory Group, LLC | 1,973 | $950.2K | 0.22% | +99+5.3% | Added |
| Bigelow Investment Advisors, LLC | 1,968 | $947.7K | 0.47% | +12+0.6% | Added |
| Naples Global Advisors, LLC | 1,961 | $944.4K | 0.10% | −215−9.9% | Reduced |
| West Oak Capital, LLC | 1,960 | $944.0K | 0.40% | 00.0% | Unchanged |