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 10 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 |
|---|---|---|---|---|---|
| Rise Advisors, LLC | 1,019 | $490.7K | 0.26% | +421+70.4% | Added |
| Westmount Partners, LLC | 1,010 | $486.4K | 0.17% | −23−2.2% | Reduced |
| Conestoga Capital Advisors, LLC | 1,005 | $484.0K | 0.01% | −100−9.0% | Reduced |
| Continental Investors Services, Inc. | 1,010 | $483.4K | 1.14% | +11+1.1% | Added |
| LWM Advisory Services, LLC | 1,003 | $483.0K | 0.39% | −112−10.0% | Reduced |
| Breakwater Capital Group | 1,002 | $482.5K | 0.12% | 00.0% | Unchanged |
| Durante & Waters, LLC | 1,000 | $481.6K | 0.44% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 1,000 | $481.6K | 0.31% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 1,000 | $481.6K | 0.13% | +1,000 | New |
| Ssi Investment Management LLC | 999 | $481.1K | 0.04% | −10−1.0% | Reduced |
| Paradigm Asset Management Co LLC | 999 | $481.1K | 0.12% | −300−23.1% | Reduced |
| Merlin Capital LLC | 997 | $480.1K | 1.43% | 00.0% | Unchanged |
| Consolidated Capital Management, LLC | 996 | $479.6K | 0.23% | −28−2.7% | Reduced |
| Advisory Alpha, LLC | 995 | $479.4K | 0.02% | +243+32.3% | Added |
| Capital Market Strategies LLC | 995 | $479.2K | 0.36% | 00.0% | Unchanged |
| ClearAlpha Technologies LP | 993 | $478.2K | 0.20% | −556−35.9% | Reduced |
| Harfst & Associates, Inc. | 992 | $477.7K | 0.11% | −30−2.9% | Reduced |
| Hyperion Partners, LLC | 992 | $477.7K | 0.35% | +207+26.4% | Added |
| Burns J W & Co Inc | 987 | $475.3K | 0.07% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 982 | $472.9K | 0.39% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 982 | $472.9K | 0.14% | +299+43.8% | Added |
| Granite Bay Wealth Management, LLC | 979 | $471.0K | 0.27% | −60,764−98.4% | Reduced |
| James J. Burns & Company, LLC | 980 | $470.0K | 0.16% | −1,510−60.6% | Reduced |
| Gillespie Robinson & Grimm Inc | 975 | $469.5K | 0.04% | 00.0% | Unchanged |
| Bridgefront Capital, LLC | 975 | $469.5K | 0.36% | +975 | New |
| Spectrum Wealth Advisory Group, LLC | 968 | $466.2K | 0.54% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 962 | $463.3K | 0.03% | −202−17.4% | Reduced |
| LVM Capital Management Ltd | 961 | $463.0K | 0.05% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 960 | $462.0K | 0.05% | −2,525−72.5% | Reduced |
| Eads & Heald Wealth Management | 960 | $462.0K | 0.22% | −53−5.2% | Reduced |
| Cohen & Steers, Inc. | 959 | $462.0K | 0.00% | −12−1.2% | Reduced |
| Blue Barn Wealth, LLC | 959 | $461.8K | 0.26% | −105−9.9% | Reduced |
| Norris Perne & French LLP | 959 | $461.8K | 0.03% | +32+3.5% | Added |
| Painted Porch Advisors LLC | 959 | $461.8K | 0.28% | +459+91.8% | Added |
| Cheviot Value Management, LLC | 958 | $461.3K | 0.10% | −26−2.6% | Reduced |
| AdvisorShares Investments LLC | 956 | $460.4K | 0.08% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 953 | $459.1K | 0.02% | +420+78.8% | Added |
| Calton & Associates, Inc. | 953 | $459.1K | 0.22% | −58−5.7% | Reduced |
| Warren Street Wealth Advisors, LLC | 951 | $458.0K | 0.23% | +77+8.8% | Added |
| Charter Oak Capital Management, LLC | 950 | $457.7K | 0.05% | +950 | New |
| Townsend Asset Management Corp | 944 | $454.7K | 0.18% | −6−0.6% | Reduced |
| Stonebridge Capital Advisors LLC | 941 | $453.2K | 0.04% | +83+9.7% | Added |
| Abel Hall, LLC | 940 | $452.7K | 0.34% | +26+2.8% | Added |
| Verum Partners LLC | 937 | $451.2K | 0.16% | +12+1.3% | Added |
| Barlow Wealth Partners, Inc. | 962 | $447.7K | 0.06% | +82+9.3% | Added |
| Range Financial Group LLC | 929 | $447.4K | 0.23% | +44+5.0% | Added |
| Pure Financial Advisors, Inc. | 929 | $447.4K | 0.01% | +50+5.7% | Added |
| Modern Wealth Management, LLC | 929 | $447.4K | 0.04% | +929 | New |
| Horizon Bancorp Inc | 926 | $446.0K | 0.21% | −76−7.6% | Reduced |
| United Bank | 923 | $444.5K | 0.05% | +10+1.1% | Added |
| Liberty Wealth Management LLC | 921 | $444.0K | 0.09% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 920 | $442.8K | 0.13% | +26+2.9% | Added |
| Retirement Planning Co of New England, Inc. | 919 | $442.6K | 0.24% | −1,000−52.1% | Reduced |
| Parthenon LLC | 918 | $442.1K | 0.06% | −29−3.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 918 | $442.0K | 0.31% | +45+5.2% | Added |
| Sigma Investment Counselors Inc | 917 | $441.6K | 0.03% | +109+13.5% | Added |
| Godshalk Welsh Capital Management, Inc. | 914 | $440.2K | 0.30% | +14+1.6% | Added |
| First Financial Corp | 914 | $440.2K | 0.22% | −301−24.8% | Reduced |
| BEAM Asset Management, LLC | 912 | $439.3K | 0.26% | +149+19.5% | Added |
| Strategy Asset Managers LLC | 911 | $438.7K | 0.09% | +4+0.4% | Added |
| Catalyst Private Wealth, LLC | 911 | $438.7K | 0.23% | +911 | New |
| Boston Mountain Money Management Inc | 910 | $438.4K | 0.30% | +910 | New |
| Edge Financial Advisors LLC | 909 | $437.9K | 0.39% | +909 | New |
| Echo45 Advisors LLC | 908 | $437.3K | 0.31% | +209+29.9% | Added |
| Nvest Financial, LLC | 906 | $436.3K | 0.29% | +87+10.6% | Added |
| Parcion Private Wealth LLC | 903 | $434.9K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 901 | $433.9K | 0.13% | +704+357.4% | Added |
| Saiph Capital, LLC | 899 | $433.0K | 0.20% | +172+23.7% | Added |
| Lipe & Dalton | 900 | $433.0K | 0.22% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 898 | $432.5K | 0.02% | +898 | New |
| BIP Wealth, LLC | 897 | $432.0K | 0.03% | +337+60.2% | Added |
| Wulff, Hansen & Co. | 895 | $431.0K | 0.43% | +895 | New |
| CM Wealth Advisors LLC | 948 | $430.1K | 0.12% | +260+37.8% | Added |
| NWF Advisory Services Inc. | 890 | $428.6K | 0.07% | +20+2.3% | Added |
| Founders Financial Alliance, LLC | 888 | $427.6K | 0.13% | −29−3.2% | Reduced |
| Valley National Advisers Inc | 885 | $426.0K | 0.06% | +69+8.5% | Added |
| Paces Ferry Wealth Advisors, LLC | 884 | $425.5K | 0.27% | +1+0.1% | Added |
| Family Management Corp | 883 | $425.2K | 0.08% | −5,527−86.2% | Reduced |
| Hudock, Inc. | 877 | $422.4K | 0.09% | +1+0.1% | Added |
| First Business Financial Services, Inc. | 875 | $421.4K | 0.05% | −175−16.7% | Reduced |
| Summit Financial Wealth Advisors, LLC | 872 | $419.9K | 0.09% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 872 | $419.9K | 0.07% | +107+14.0% | Added |
| Manchester Financial Inc | 871 | $419.4K | 0.11% | +142+19.5% | Added |
| Albion Financial Group | 866 | $417.0K | 0.03% | +33+4.0% | Added |
| Genus Capital Management Inc. | 864 | $416.1K | 0.05% | +864 | New |
| DSC Advisors, L.P. | 862 | $415.1K | 0.67% | +42+5.1% | Added |
| Cutler Group LP | 862 | $415.0K | 0.21% | +839+3,647.8% | Added |
| Heck Capital Advisors, LLC | 860 | $414.1K | 0.06% | 00.0% | Unchanged |
| Planning Capital Management Corp | 859 | $413.7K | 0.30% | −32−3.6% | Reduced |
| Spectrum Wealth Counsel, LLC | 858 | $413.2K | 0.05% | −5−0.6% | Reduced |
| Woodward Diversified Capital, LLC | 858 | $413.2K | 0.26% | +26+3.1% | Added |
| Altus Wealth Group LLC | 857 | $412.7K | 0.21% | −50−5.5% | Reduced |
| Crestmont Private Wealth LLC | 857 | $412.7K | 0.20% | +107+14.3% | Added |
| Oarsman Capital, Inc. | 857 | $412.7K | 0.10% | −26−2.9% | Reduced |
| Motive Wealth Advisors | 851 | $409.8K | 0.25% | +332+64.0% | Added |
| Advisor Resource Council | 960 | $409.4K | 0.17% | −450−31.9% | Reduced |
| Waters Parkerson & Co., LLC | 850 | $409.0K | 0.02% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 849 | $408.9K | 0.06% | −75−8.1% | Reduced |
| Arden Trust Co | 848 | $408.4K | 0.06% | −31−3.5% | Reduced |
| Somerset Trust Co | 848 | $408.4K | 0.17% | +53+6.7% | Added |