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 |
|---|---|---|---|---|---|
| Granite Harbor Advisors, Inc. | 1,202 | $578.8K | 0.39% | +24+2.0% | Added |
| Prosperity Financial Group, Inc. | 1,198 | $577.0K | 0.36% | +48+4.2% | Added |
| Aureus Asset Management, LLC | 1,197 | $576.4K | 0.04% | +20+1.7% | Added |
| Norway Savings Bank | 1,196 | $576.0K | 0.24% | −105−8.1% | Reduced |
| Aries Wealth Management | 1,196 | $576.0K | 0.19% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,189 | $572.5K | 0.04% | +1+0.1% | Added |
| Silicon Valley Capital Partners | 1,189 | $572.4K | 0.09% | +2+0.2% | Added |
| Arcus Capital Partners, LLC | 1,188 | $572.2K | 0.18% | −1,264−51.5% | Reduced |
| Tradition Wealth Management, LLC | 1,184 | $570.0K | 0.06% | −32−2.6% | Reduced |
| Financial Perspectives, Inc | 1,183 | $569.9K | 0.22% | −2−0.2% | Reduced |
| Berkshire Asset Management LLC | 1,181 | $569.0K | 0.03% | −177−13.0% | Reduced |
| Citadel Investment Advisory, Inc. | 1,180 | $568.0K | 0.32% | 00.0% | Unchanged |
| Navalign, LLC | 1,178 | $567.3K | 0.19% | −6−0.5% | Reduced |
| Clean Yield Group | 1,178 | $567.3K | 0.22% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,177 | $567.0K | 0.21% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 1,177 | $567.0K | 0.37% | +985+513.0% | Added |
| Keystone Financial Group | 1,176 | $566.2K | 0.08% | +118+11.2% | Added |
| Diversified Portfolios, Inc. | 1,175 | $565.8K | 0.08% | +25+2.2% | Added |
| Jackson Hole Capital Partners, LLC | 1,174 | $565.4K | 0.13% | 00.0% | Unchanged |
| Covestor Ltd | 1,172 | $565.0K | 0.36% | +54+4.8% | Added |
| Verus Capital Partners, LLC | 1,171 | $564.1K | 0.06% | −119−9.2% | Reduced |
| MBE Wealth Management, LLC | 1,169 | $563.0K | 0.35% | −7−0.6% | Reduced |
| Seven Post Investment Office LP | 1,165 | $561.0K | 0.14% | 00.0% | Unchanged |
| Absolute Capital Management, LLC | 1,164 | $560.5K | 0.36% | +1,164 | New |
| Hartford Financial Management Inc. | 1,163 | $560.1K | 0.12% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,161 | $559.1K | 0.17% | −31−2.6% | Reduced |
| FSM Wealth Advisors, LLC | 1,160 | $558.8K | 0.20% | +29+2.6% | Added |
| Interchange Capital Partners, LLC | 1,150 | $556.8K | 0.38% | −5−0.4% | Reduced |
| Relative Value Partners Group, LLC | 1,236 | $555.4K | 0.03% | −35−2.8% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,144 | $550.9K | 0.11% | +270+30.9% | Added |
| Becker Capital Management Inc | 1,140 | $549.0K | 0.02% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 1,136 | $546.9K | 0.05% | +101+9.8% | Added |
| Rappaport Reiches Capital Management, LLC | 1,132 | $545.1K | 0.17% | +90+8.6% | Added |
| Key Financial Inc | 1,130 | $544.2K | 0.14% | −150−11.7% | Reduced |
| Horiko Capital Management LLC | 1,130 | $544.2K | 0.17% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 1,129 | $544.0K | 0.03% | 00.0% | Unchanged |
| Boyd Watterson Asset Management LLC | 1,129 | $543.7K | 0.19% | −158−12.3% | Reduced |
| David R. Rahn & Associates Inc. | 1,128 | $543.2K | 0.22% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,125 | $541.9K | 0.02% | +338+42.9% | Added |
| Lebenthal Global Advisors, LLC | 1,125 | $541.8K | 0.12% | +136+13.8% | Added |
| DCM Advisors, LLC | 1,122 | $540.3K | 0.22% | +9+0.8% | Added |
| Wellspring Financial Advisors, LLC | 1,121 | $539.9K | 0.09% | +136+13.8% | Added |
| Fortitude Advisory Group L.L.C. | 1,119 | $538.8K | 0.30% | −185−14.2% | Reduced |
| Willow Creek Wealth Management Inc. | 1,116 | $537.4K | 0.06% | +19+1.7% | Added |
| REDW Wealth LLC | 1,112 | $535.5K | 0.14% | 00.0% | Unchanged |
| PFW Advisors LLC | 1,109 | $534.1K | 0.16% | +7+0.6% | Added |
| Capital Management Associates, Inc | 1,108 | $533.8K | 0.39% | +60+5.7% | Added |
| Paragon Private Wealth Management, LLC | 1,105 | $532.2K | 0.32% | −84−7.1% | Reduced |
| Fernwood Investment Management, LLC | 1,109 | $530.5K | 0.15% | −30−2.6% | Reduced |
| Prism Advisors, Inc. | 1,100 | $529.7K | 0.16% | 00.0% | Unchanged |
| Cassaday & Co Wealth Management LLC | 1,100 | $529.7K | 0.02% | +145+15.2% | Added |
| Wellington Wealth Strategies, LLC. | 1,098 | $528.8K | 0.25% | +262+31.3% | Added |
| ZWJ Investment Counsel Inc | 1,096 | $527.6K | 0.02% | −16−1.4% | Reduced |
| Sentinus, LLC | 1,096 | $527.6K | 0.19% | +1,096 | New |
| Westwood Holdings Group Inc. | 1,094 | $527.0K | 0.00% | +393+56.1% | Added |
| RAM Investment Partners, LLC | 1,092 | $525.7K | 0.17% | +1,092 | New |
| Oxford Asset Management LLP | 1,088 | $523.9K | 0.57% | +1,088 | New |
| Patrick M Sweeney & Associates, Inc | 1,087 | $523.7K | 0.43% | +30+2.8% | Added |
| Park National Corp | 1,086 | $523.0K | 0.02% | +91+9.1% | Added |
| Wexford Capital LP | 1,085 | $522.5K | 0.11% | +1,085 | New |
| Hudson Valley Investment Advisors Inc | 1,084 | $522.0K | 0.06% | +38+3.6% | Added |
| Lodestone Wealth Management LLC | 1,080 | $520.0K | 0.28% | +56+5.5% | Added |
| FinTrust Capital Advisors, LLC | 1,075 | $517.7K | 0.10% | −60−5.3% | Reduced |
| Cedrus LLC | 1,075 | $517.7K | 0.28% | +18+1.7% | Added |
| NTV Asset Management LLC | 1,074 | $517.2K | 0.08% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 1,074 | $517.1K | 0.39% | −5−0.5% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,073 | $516.5K | 0.15% | −15−1.4% | Reduced |
| MCF Advisors LLC | 1,071 | $515.6K | 0.04% | −253−19.1% | Reduced |
| Consolidated Portfolio Review Corp | 1,070 | $515.3K | 0.14% | −21,971−95.4% | Reduced |
| Appleton Partners Inc | 1,070 | $515.0K | 0.04% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,120 | $515.0K | 0.59% | −40−3.4% | Reduced |
| Pullen Investment Management, LLC | 1,069 | $514.8K | 0.43% | +1,069 | New |
| Elevatus Welath Management | 1,068 | $514.4K | 0.20% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 1,068 | $514.3K | 0.48% | −8−0.7% | Reduced |
| Grandview Asset Management LLC | 1,067 | $514.0K | 0.23% | −86−7.5% | Reduced |
| Alera Investment Advisors, LLC | 1,066 | $513.4K | 0.07% | +144+15.6% | Added |
| Lantz Financial LLC | 1,066 | $513.4K | 0.17% | −21−1.9% | Reduced |
| Summit Asset Management, LLC | 1,065 | $512.9K | 0.11% | 00.0% | Unchanged |
| TRUE Private Wealth Advisors | 1,062 | $511.6K | 0.06% | +25+2.4% | Added |
| CWS Financial Advisors, LLC | 1,061 | $511.1K | 0.21% | −1,118−51.3% | Reduced |
| Community Financial Services Group, LLC | 1,059 | $510.0K | 0.12% | +1,059 | New |
| Bedel Financial Consulting, Inc. | 1,056 | $508.7K | 0.08% | +20+1.9% | Added |
| KFG Wealth Management, LLC | 1,054 | $507.6K | 0.21% | +32+3.1% | Added |
| Gemmer Asset Management LLC | 1,051 | $506.1K | 0.06% | +72+7.4% | Added |
| Davidson Trust Co | 1,047 | $504.2K | 0.29% | 00.0% | Unchanged |
| Objective Capital Management, LLC | 1,047 | $504.2K | 0.34% | +8+0.8% | Added |
| Custom Index Systems, LLC | 1,047 | $504.2K | 0.29% | +70+7.2% | Added |
| Commonwealth Financial Services, LLC | 1,179 | $502.8K | 0.12% | 00.0% | Unchanged |
| Embree Financial Group | 1,040 | $500.9K | 0.10% | +1+0.1% | Added |
| X-Square Capital, LLC | 1,036 | $499.0K | 0.24% | +56+5.7% | Added |
| Sage Rhino Capital LLC | 1,036 | $498.9K | 0.12% | +15+1.5% | Added |
| Redwood Financial Network Corp | 1,035 | $498.4K | 0.43% | −63−5.7% | Reduced |
| American Financial Advisors, LLC | 1,032 | $497.0K | 0.07% | 00.0% | Unchanged |
| AlphaQ Advisors LLC | 1,027 | $494.6K | 0.30% | −13−1.3% | Reduced |
| Spotlight Asset Group, Inc. | 1,023 | $492.6K | 0.35% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,023 | $492.4K | 0.11% | +159+18.4% | Added |
| Founders Capital Management, LLC | 1,022 | $491.9K | 0.09% | +1,022 | New |
| Lineweaver Wealth Advisors, LLC | 1,018 | $491.7K | 0.12% | +1+0.1% | Added |
| Delta Accumulation, LLC | 1,020 | $491.2K | 3.04% | +500+96.2% | Added |
| Foster & Motley Inc | 1,020 | $491.0K | 0.03% | −253−19.9% | Reduced |