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 |
|---|---|---|---|---|---|
| Clark Financial Services Group Inc | 1,683 | $810.0K | 0.98% | +8+0.5% | Added |
| Terry L. Blaker | 1,681 | $809.5K | 0.06% | +1,681 | New |
| First Trust Investment Solutions L.P. | 1,674 | $806.1K | 0.14% | +587+54.0% | Added |
| Argonautica Private Wealth Management, Inc | 1,673 | $805.7K | 0.29% | +1,673 | New |
| Taurus Asset Management, LLC | 1,672 | $805.2K | 0.08% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,668 | $803.2K | 0.10% | +52+3.2% | Added |
| OneAscent Wealth Management LLC | 1,665 | $802.0K | 0.31% | −145−8.0% | Reduced |
| Werlinich Asset Management, LLC | 1,678 | $802.0K | 0.52% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 1,663 | $800.6K | 0.61% | +133+8.7% | Added |
| GYL Financial Synergies, LLC | 1,657 | $798.0K | 0.06% | −41−2.4% | Reduced |
| Advance Capital Management, Inc. | 1,650 | $794.7K | 0.06% | +182+12.4% | Added |
| Tevis Investment Management | 1,650 | $794.6K | 0.68% | −6−0.4% | Reduced |
| Manhattan West Asset Management, LLC | 1,650 | $794.6K | 0.19% | +4+0.2% | Added |
| Forge First Asset Management Inc. | 1,650 | $793.6K | 0.25% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 1,647 | $793.1K | 0.20% | −52−3.1% | Reduced |
| GSB Wealth Management, LLC | 1,641 | $790.3K | 0.22% | −40−2.4% | Reduced |
| Baldwin Investment Management, LLC | 1,638 | $788.8K | 0.11% | −135−7.6% | Reduced |
| Hoxton Planning & Management, LLC | 1,637 | $788.3K | 0.38% | +22+1.4% | Added |
| Clarity Wealth Advisors, LLC | 1,635 | $787.2K | 0.27% | −2−0.1% | Reduced |
| Sonora Investment Management Group, LLC | 1,634 | $787.0K | 0.06% | −21−1.3% | Reduced |
| Legacy Trust | 1,631 | $785.4K | 0.20% | +44+2.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,629 | $784.5K | 0.82% | −50−3.0% | Reduced |
| Aveo Capital Partners, LLC | 1,764 | $782.5K | 0.09% | +337+23.6% | Added |
| Audent Global Asset Management, LLC | 1,623 | $781.4K | 0.80% | +101+6.6% | Added |
| M. Kraus & Co | 1,621 | $780.6K | 0.24% | +13+0.8% | Added |
| Old North State Trust, LLC | 1,620 | $780.0K | 0.66% | +1,620 | New |
| Badgley Phelps Wealth Managers, LLC | 1,616 | $778.1K | 0.02% | +85+5.6% | Added |
| Old Port Advisors | 1,616 | $778.1K | 0.24% | −7−0.4% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 1,615 | $777.7K | 1.27% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,615 | $777.7K | 0.20% | +1,615 | New |
| Empire Financial Management Company, LLC | 1,613 | $776.8K | 0.26% | +343+27.0% | Added |
| High Net Worth Advisory Group LLC | 1,611 | $775.8K | 0.24% | 00.0% | Unchanged |
| SignalPoint Asset Management, LLC | 1,611 | $775.8K | 0.21% | +20+1.3% | Added |
| Intrua Financial, LLC | 1,610 | $775.3K | 0.12% | +70+4.5% | Added |
| Resurgent Financial Advisors LLC | 1,605 | $772.9K | 0.41% | −43−2.6% | Reduced |
| Prentiss Smith & Co Inc | 1,605 | $772.9K | 0.54% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 1,594 | $767.6K | 0.57% | −125−7.3% | Reduced |
| First Commonwealth Financial Corp | 1,590 | $765.7K | 0.20% | +43+2.8% | Added |
| FLC Capital Advisors | 1,587 | $764.3K | 0.19% | +100+6.7% | Added |
| Zhang Financial LLC | 1,587 | $764.2K | 0.06% | +107+7.2% | Added |
| Marino, Stram & Associates LLC | 1,586 | $763.6K | 0.18% | +32+2.1% | Added |
| Kraft, Davis & Associates, LLC | 1,694 | $762.7K | 0.23% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 1,788 | $762.6K | 0.31% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 1,583 | $762.3K | 0.51% | +275+21.0% | Added |
| Moseley Investment Management Inc | 1,583 | $762.2K | 0.38% | +1+0.1% | Added |
| Beaton Management Co. Inc. | 1,582 | $762.0K | 0.41% | 00.0% | Unchanged |
| Nwam LLC | 1,659 | $760.2K | 0.06% | +278+20.1% | Added |
| Salem Investment Counselors Inc | 1,576 | $759.0K | 0.02% | +148+10.4% | Added |
| Quantum Financial Advisors, LLC | 1,575 | $758.5K | 0.14% | +45+2.9% | Added |
| Banco BTG Pactual S.A. | 1,575 | $757.4K | 0.24% | +1,575 | New |
| Corundum Group, Inc. | 1,569 | $755.6K | 0.36% | −43−2.7% | Reduced |
| WealthBridge Capital Management, LLC | 1,566 | $754.1K | 0.25% | −50−3.1% | Reduced |
| LGL Partners, LLC | 1,563 | $753.1K | 0.13% | +76+5.1% | Added |
| Sivia Capital Partners, LLC | 1,559 | $750.8K | 0.51% | +10+0.6% | Added |
| Deseret Mutual Benefit Administrators | 1,557 | $749.8K | 0.38% | +194+14.2% | Added |
| Brady Family Wealth, LLC | 1,555 | $748.8K | 0.24% | +420+37.0% | Added |
| Atom Investors LP | 1,554 | $748.4K | 0.09% | +33+2.2% | Added |
| Sunflower Bank, N.A. | 1,553 | $747.9K | 0.17% | +190+13.9% | Added |
| Triangle Securities Wealth Management | 1,547 | $745.0K | 0.21% | +222+16.8% | Added |
| Werba Rubin Papier Wealth Management | 1,546 | $744.8K | 0.22% | +683+79.1% | Added |
| Auxano Advisors, LLC | 1,544 | $743.8K | 0.22% | +496+47.3% | Added |
| Raab & Moskowitz Asset Management LLC | 1,525 | $734.5K | 0.21% | −10−0.7% | Reduced |
| Nova R Wealth, Inc. | 1,515 | $729.6K | 0.38% | +1,515 | New |
| Palisades Hudson Asset Management, L.P. | 1,508 | $726.0K | 0.33% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 1,505 | $724.9K | 0.53% | +493+48.7% | Added |
| First Nebraska Trust Co | 1,504 | $724.3K | 0.07% | 00.0% | Unchanged |
| Israel Discount Bank of New York | 1,502 | $723.3K | 0.90% | −1,352−47.4% | Reduced |
| Pine Harbor Wealth Management, LLC | 1,501 | $723.0K | 0.45% | −33−2.2% | Reduced |
| Levin Capital Strategies, L.P. | 1,500 | $722.4K | 0.07% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,496 | $720.4K | 0.12% | +2+0.1% | Added |
| Larson Financial Group LLC | 1,489 | $716.9K | 0.06% | +552+58.9% | Added |
| Per Stirling Capital Management, LLC. | 1,489 | $716.9K | 0.12% | +1+0.1% | Added |
| Morris Financial Concepts, Inc. | 1,482 | $713.7K | 0.37% | 00.0% | Unchanged |
| Delap Wealth Advisory, LLC | 1,479 | $712.3K | 0.29% | +1,479 | New |
| Steigerwald, Gordon & Koch Inc. | 1,477 | $711.3K | 0.09% | −44−2.9% | Reduced |
| Quadcap Wealth Management, LLC | 1,476 | $710.9K | 0.16% | −421−22.2% | Reduced |
| Baker Boyer National Bank | 1,476 | $710.8K | 0.24% | −557−27.4% | Reduced |
| Alliance Wealth Advisors, LLC | 1,473 | $709.4K | 0.45% | −103−6.5% | Reduced |
| Wealth Architects, LLC | 1,472 | $708.9K | 0.09% | −80−5.2% | Reduced |
| Round Hill Asset Management | 1,470 | $707.9K | 0.43% | −175−10.6% | Reduced |
| Gitterman Wealth Management, LLC | 1,467 | $707.0K | 0.27% | +76+5.5% | Added |
| Eagle Strategies LLC | 1,467 | $706.5K | 0.16% | +1,467 | New |
| Stonebrook Private Inc. | 1,465 | $705.5K | 0.21% | +31+2.2% | Added |
| Pacitti Group Inc. | 1,460 | $703.2K | 0.38% | +6+0.4% | Added |
| Gilliland Jeter Wealth Management LLC | 1,459 | $702.5K | 0.24% | −496−25.4% | Reduced |
| 180 Wealth Advisors, LLC | 1,457 | $701.8K | 0.13% | +26+1.8% | Added |
| Harvest Portfolios Group Inc. | 1,450 | $698.3K | 0.03% | +270+22.9% | Added |
| Magnus Financial Group LLC | 1,449 | $697.7K | 0.08% | +28+2.0% | Added |
| Diligent Investors, LLC | 1,446 | $696.4K | 0.17% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,445 | $695.9K | 0.33% | +1,445 | New |
| Woodley Farra Manion Portfolio Management Inc | 1,440 | $693.5K | 0.04% | −182−11.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,440 | $693.5K | 0.29% | +40+2.9% | Added |
| jvl associates llc | 1,439 | $693.0K | 0.29% | +1,439 | New |
| Outlook Wealth Advisors, LLC | 1,432 | $689.6K | 0.21% | +304+27.0% | Added |
| Driehaus Capital Management LLC | 1,432 | $689.6K | 0.01% | +325+29.4% | Added |
| Clear Creek Financial Management, LLC | 1,430 | $688.8K | 0.09% | +177+14.1% | Added |
| Salvus Wealth Management, LLC | 1,421 | $684.3K | 0.47% | +21+1.5% | Added |
| Eudaimonia Partners, LLC | 1,414 | $681.1K | 0.16% | +35+2.5% | Added |
| Amplius Wealth Advisors, LLC | 1,412 | $680.0K | 0.08% | +18+1.3% | Added |
| New Jersey Better Educational Savings Trust | 1,409 | $678.5K | 1.28% | 00.0% | Unchanged |