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; 3,634 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
- 3,123
- +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
- 1,227 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 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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 |
|---|---|---|---|---|---|
| Fundsmith Investment Services Ltd. | 22,614 | $10.9M | 0.14% | +1,656+7.9% | Added |
| Investidor Profissional Gestao de Recursos Ltda. | 22,587 | $10.9M | 8.05% | +4,207+22.9% | Added |
| Chapman Investment Management, LLC | 22,434 | $10.8M | 7.96% | −163−0.7% | Reduced |
| Marietta Investment Partners LLC | 22,396 | $10.8M | 2.36% | −201−0.9% | Reduced |
| Rakuten Investment Management, Inc. | 22,292 | $10.7M | 0.08% | +20,235+983.7% | Added |
| Investment House LLC | 22,258 | $10.7M | 0.63% | +4,880+28.1% | Added |
| Foundations Investment Advisors, LLC | 22,234 | $10.7M | 0.28% | +2,341+11.8% | Added |
| Everence Capital Management Inc | 22,226 | $10.7M | 0.71% | 00.0% | Unchanged |
| Valeo Financial Advisors, LLC | 22,987 | $10.6M | 0.38% | +500+2.2% | Added |
| Tompkins Financial Corp | 22,052 | $10.6M | 1.20% | +319+1.5% | Added |
| BNP Paribas | 22,018 | $10.6M | 0.50% | +22,018 | New |
| Broadleaf Partners, LLC | 21,991 | $10.6M | 2.71% | −74−0.3% | Reduced |
| Legacy Private Trust Co. | 21,982 | $10.6M | 0.77% | −1,491−6.4% | Reduced |
| Boston Research & Management Inc | 21,820 | $10.5M | 2.60% | −191−0.9% | Reduced |
| Callahan Advisors, LLC | 21,815 | $10.5M | 1.10% | +3,674+20.3% | Added |
| Andra AP-fonden | 21,700 | $10.5M | 0.19% | +5,600+34.8% | Added |
| Groupama Asset Managment | 10,944 | $10.4M | 0.19% | −16,042−59.4% | Reduced |
| Untitled Investments LP | 21,567 | $10.4M | 2.37% | −1,045−4.6% | Reduced |
| Flputnam Investment Management Co | 21,483 | $10.3M | 0.22% | +770+3.7% | Added |
| AIA Group Ltd | 21,447 | $10.3M | 0.34% | −8,860−29.2% | Reduced |
| Horizon Kinetics Asset Management LLC | 21,239 | $10.2M | 0.19% | −617−2.8% | Reduced |
| HighPoint Advisor Group LLC | 22,329 | $10.2M | 0.72% | +166+0.7% | Added |
| Balyasny Asset Management LLC | 21,214 | $10.2M | 0.03% | −4,112−16.2% | Reduced |
| Signaturefd, LLC | 21,077 | $10.1M | 0.21% | +1,295+6.5% | Added |
| Fruth Investment Management | 21,076 | $10.1M | 2.60% | −105−0.5% | Reduced |
| NEOS Investment Management LLC | 20,914 | $10.1M | 0.62% | +9,190+78.4% | Added |
| Cypress Capital Group | 20,826 | $10.0M | 1.20% | +479+2.4% | Added |
| Quest Investment Management LLC | 20,817 | $10.0M | 1.12% | −18−0.1% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 20,811 | $10.0M | 0.71% | +20,811 | New |
| Clear Harbor Asset Management, LLC | 20,779 | $10.0M | 0.88% | +123+0.6% | Added |
| RKL Wealth Management LLC | 20,756 | $10.0M | 0.99% | −436−2.1% | Reduced |
| Crystal Rock Capital Management | 20,684 | $9.96M | 5.80% | 00.0% | Unchanged |
| Veriti Management LLC | 20,552 | $9.90M | 0.74% | +2,556+14.2% | Added |
| Stock Yards Bank & Trust Co | 20,457 | $9.85M | 0.33% | −644−3.1% | Reduced |
| TBH Global Asset Management, LLC | 20,364 | $9.81M | 1.96% | +1,676+9.0% | Added |
| Solidarilty Wealth, LLC | 20,310 | $9.78M | 3.06% | +1,412+7.5% | Added |
| EFG Asset Management (Americas) Corp. | 20,276 | $9.76M | 2.97% | −9,085−30.9% | Reduced |
| Proequities, Inc. | 20,272 | $9.76M | 0.63% | +140+0.7% | Added |
| Royal Capital Wealth Management, LLC | 20,153 | $9.70M | 7.62% | −125−0.6% | Reduced |
| Cypress Asset Management Inc | 19,924 | $9.70M | 2.63% | −225−1.1% | Reduced |
| Avantax Advisory Services, Inc. | 20,119 | $9.69M | 0.09% | +1,296+6.9% | Added |
| McKinley Carter Wealth Services, Inc. | 20,068 | $9.66M | 0.65% | +342+1.7% | Added |
| American Money Management, LLC | 20,042 | $9.65M | 2.01% | +121+0.6% | Added |
| Gradient Investments LLC | 20,001 | $9.63M | 0.22% | −174−0.9% | Reduced |
| Blackhill Capital Inc | 20,000 | $9.63M | 0.55% | 00.0% | Unchanged |
| Progressive Investment Management Corp | 19,950 | $9.61M | 2.64% | −273−1.3% | Reduced |
| Icon Advisers Inc | 20,080 | $9.61M | 2.09% | 00.0% | Unchanged |
| Alberta Investment Management Corp | 19,900 | $9.58M | 0.10% | 00.0% | Unchanged |
| City Holding Co | 19,677 | $9.48M | 1.42% | +189+1.0% | Added |
| Northeast Investment Management | 19,580 | $9.43M | 0.46% | −390−2.0% | Reduced |
| Ninety One North America, Inc. | 19,579 | $9.43M | 0.46% | −131−0.7% | Reduced |
| Oak Harvest Investment Services | 19,366 | $9.33M | 1.55% | −287−1.5% | Reduced |
| Lombard Odier Asset Management (Europe) Ltd | 19,360 | $9.32M | 0.59% | −919−4.5% | Reduced |
| 1623 Capital LLC | 19,300 | $9.29M | 5.19% | +130+0.7% | Added |
| Mill Creek Capital Advisors, LLC | 19,297 | $9.29M | 0.25% | −4,482−18.8% | Reduced |
| Shelton Capital Management | 19,220 | $9.26M | 0.26% | +500+2.7% | Added |
| Gibraltar Capital Management, Inc. | 19,187 | $9.24M | 4.30% | −2,977−13.4% | Reduced |
| Dynamic Advisor Solutions LLC | 19,169 | $9.23M | 0.31% | −136−0.7% | Reduced |
| Altrafin AG | 19,136 | $9.22M | 3.34% | +527+2.8% | Added |
| Mirabaud Asset Management Ltd | 19,094 | $9.20M | 3.72% | −8,317−30.3% | Reduced |
| Bluegrass Capital Partners LP | 19,000 | $9.15M | 9.54% | −1,000−5.0% | Reduced |
| IFP Advisors, Inc | 18,860 | $9.08M | 0.40% | −19−0.1% | Reduced |
| Agur Provident & Training Funds Management Ltd | 20,080 | $9.06M | 2.76% | 00.0% | Unchanged |
| Verition Fund Management LLC | 18,803 | $9.05M | 0.09% | +5,706+43.6% | Added |
| Certified Advisory Corp | 18,741 | $9.03M | 1.26% | −73−0.4% | Reduced |
| Contravisory Investment Management, Inc. | 18,727 | $9.02M | 2.00% | −111−0.6% | Reduced |
| CAPROCK Group, Inc. | 18,715 | $9.01M | 0.52% | +419+2.3% | Added |
| Bennett Selby Investments LP | 18,683 | $9.00M | 4.20% | +14+0.1% | Added |
| Guardian Capital Advisors LP | 19,418 | $8.94M | 0.96% | +2,162+12.5% | Added |
| Wisconsin Capital Management LLC | 18,509 | $8.91M | 4.68% | −73−0.4% | Reduced |
| Leuthold Group, LLC | 18,404 | $8.86M | 1.00% | −35−0.2% | Reduced |
| Knollwood Investment Advisory, LLC | 18,400 | $8.86M | 1.60% | −125−0.7% | Reduced |
| Live Oak Private Wealth LLC | 18,400 | $8.86M | 1.53% | +111+0.6% | Added |
| Union Heritage Capital, LLC | 18,339 | $8.83M | 3.50% | +4,339+31.0% | Added |
| Canandaigua National Bank & Trust Co | 18,277 | $8.80M | 1.30% | −1,160−6.0% | Reduced |
| Charter Trust Co | 18,185 | $8.76M | 0.58% | −346−1.9% | Reduced |
| Raymond James Trust N.A. | 18,149 | $8.74M | 0.21% | +50+0.3% | Added |
| Fiduciary Group LLC | 18,107 | $8.72M | 0.95% | −289−1.6% | Reduced |
| Berger Financial Group, Inc | 18,083 | $8.71M | 0.72% | +12+0.1% | Added |
| Plato Investment Management Ltd | 18,069 | $8.70M | 0.90% | +16,810+1,335.2% | Added |
| Peloton Wealth Strategists | 18,045 | $8.69M | 3.53% | −332−1.8% | Reduced |
| Delaney Dennis R | 18,023 | $8.68M | 4.73% | −427−2.3% | Reduced |
| Physicians Financial Services, Inc. | 17,985 | $8.66M | 3.05% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 17,965 | $8.65M | 4.84% | +1,260+7.5% | Added |
| Ballentine Partners, LLC | 17,910 | $8.62M | 0.16% | +1,089+6.5% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 17,835 | $8.59M | 3.20% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 17,819 | $8.58M | 1.51% | +111+0.6% | Added |
| Harbor Capital Advisors, Inc. | 17,788 | $8.57M | 1.12% | −3,144−15.0% | Reduced |
| Coastline Trust Co | 17,774 | $8.56M | 1.03% | +1,686+10.5% | Added |
| Bogart Wealth, LLC | 17,731 | $8.54M | 0.44% | +611+3.6% | Added |
| Saybrook Capital | 17,723 | $8.54M | 2.25% | −110−0.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 17,702 | $8.52M | 0.94% | −2,237−11.2% | Reduced |
| Merit Financial Group, LLC | 19,197 | $8.52M | 0.20% | +10,716+126.4% | Added |
| Hixon Zuercher, LLC | 17,646 | $8.50M | 3.59% | +381+2.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 17,757 | $8.49M | 0.54% | 00.0% | Unchanged |
| South Street Advisors LLC | 17,601 | $8.48M | 1.35% | −1,043−5.6% | Reduced |
| Infusive Asset Management Inc. | 17,483 | $8.42M | 3.25% | +19+0.1% | Added |
| Pitcairn Co | 17,459 | $8.41M | 0.54% | +492+2.9% | Added |
| Hills Bank & Trust Co | 17,448 | $8.40M | 0.71% | −220−1.2% | Reduced |
| Boston Private Wealth LLC | 17,403 | $8.38M | 0.19% | −1,322−7.1% | Reduced |