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, Q2 2024
Institutional positions in Mastercard Inc as of Jun 30, 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
- +43 vs. Q1 2024
- Shares held
- 713.5M
- +4.30M (+0.6%) vs. Q1 2024
- Total value
- $314.8B
- −$26.0B (−7.6%) vs. Q1 2024
- New holders
- 169
- 1,341 more added
- Sold out
- 126
- 1,136 more reduced
43 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vicus Capital | 1,424 | $628.1K | 0.06% | −364−20.4% | Reduced |
| Berkshire Asset Management LLC | 1,427 | $629.5K | 0.03% | +246+20.8% | Added |
| Legacy Edge Advisors, LLC | 1,437 | $633.9K | 0.12% | +107+8.0% | Added |
| jvl associates llc | 1,440 | $635.3K | 0.25% | +1+0.1% | Added |
| Motiv8 Investments LLC | 1,448 | $638.7K | 0.47% | +57+4.1% | Added |
| Key Financial Inc | 1,449 | $639.2K | 0.15% | +319+28.2% | Added |
| Outlook Wealth Advisors, LLC | 1,449 | $639.3K | 0.31% | +17+1.2% | Added |
| Magnus Financial Group LLC | 1,450 | $639.6K | 0.07% | +1+0.1% | Added |
| Annex Advisory Services, LLC | 1,451 | $640.3K | 0.02% | +326+29.0% | Added |
| Gilliland Jeter Wealth Management LLC | 1,459 | $643.6K | 0.22% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,461 | $644.4K | 0.03% | +183+14.3% | Added |
| Round Hill Asset Management | 1,470 | $648.5K | 0.41% | 00.0% | Unchanged |
| Invenio Wealth Partners LLC | 1,473 | $649.8K | 0.32% | −223−13.1% | Reduced |
| Triad Wealth Partners, LLC | 1,474 | $650.3K | 0.34% | +648+78.5% | Added |
| Wealth Architects, LLC | 1,478 | $652.2K | 0.08% | +6+0.4% | Added |
| Atticus Wealth Management, LLC | 1,478 | $652.2K | 0.21% | −256−14.8% | Reduced |
| Pacitti Group Inc. | 1,478 | $652.2K | 0.34% | +18+1.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,478 | $652.4K | 0.08% | +1+0.1% | Added |
| Morris Financial Concepts, Inc. | 1,482 | $653.9K | 0.31% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,484 | $654.5K | 0.04% | −5−0.3% | Reduced |
| Prosperity Consulting Group, LLC | 1,484 | $654.5K | 0.09% | −210−12.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,485 | $655.1K | 0.24% | +45+3.1% | Added |
| Per Stirling Capital Management, LLC. | 1,489 | $656.8K | 0.11% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,493 | $658.7K | 0.45% | +72+5.1% | Added |
| Clear Creek Financial Management, LLC | 1,494 | $659.3K | 0.08% | +64+4.5% | Added |
| Triangle Securities Wealth Management | 1,495 | $659.5K | 0.19% | −52−3.4% | Reduced |
| Goldstein Advisors, LLC | 1,496 | $660.0K | 0.11% | 00.0% | Unchanged |
| Diligent Investors, LLC | 1,496 | $660.1K | 0.16% | +50+3.5% | Added |
| TFB Advisors LLC | 1,497 | $660.4K | 0.22% | +175+13.2% | Added |
| Paradigm Asset Management Co LLC | 1,499 | $661.3K | 0.18% | +500+50.1% | Added |
| Levin Capital Strategies, L.P. | 1,500 | $661.7K | 0.07% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 1,503 | $662.9K | 0.39% | +2+0.1% | Added |
| Tudor Investment Corp Et Al | 1,503 | $663.1K | 0.01% | +1,503 | New |
| First Nebraska Trust Co | 1,504 | $663.5K | 0.07% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 1,507 | $664.8K | 0.07% | +1,507 | New |
| Palisades Hudson Asset Management, L.P. | 1,508 | $666.0K | 0.31% | 00.0% | Unchanged |
| Financial Engines Advisors L.L.C. | 1,525 | $672.9K | 0.00% | +232+17.9% | Added |
| Brown Financial Advisors | 1,526 | $673.0K | 0.30% | +1,526 | New |
| WealthBridge Capital Management, LLC | 1,532 | $675.9K | 0.22% | −34−2.2% | Reduced |
| Audent Global Asset Management, LLC | 1,533 | $676.3K | 0.70% | −90−5.5% | Reduced |
| Nova R Wealth, Inc. | 1,539 | $678.9K | 0.35% | +24+1.6% | Added |
| Green Square Capital Advisors LLC | 1,545 | $681.6K | 0.09% | −267−14.7% | Reduced |
| Brady Family Wealth, LLC | 1,555 | $686.0K | 0.22% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,556 | $686.5K | 0.20% | +91+6.2% | Added |
| 180 Wealth Advisors, LLC | 1,573 | $686.6K | 0.11% | +116+8.0% | Added |
| LGL Partners, LLC | 1,564 | $690.0K | 0.10% | +1+0.1% | Added |
| Salem Investment Counselors Inc | 1,568 | $691.8K | 0.02% | −8−0.5% | Reduced |
| Quantum Financial Advisors, LLC | 1,575 | $694.9K | 0.12% | 00.0% | Unchanged |
| TFG Advisers LLC | 1,582 | $697.8K | 0.27% | −134−7.8% | Reduced |
| Beaton Management Co. Inc. | 1,582 | $698.0K | 0.38% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,583 | $698.6K | 0.32% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,584 | $698.8K | 0.16% | +31+2.0% | Added |
| FLC Capital Advisors | 1,587 | $700.1K | 0.17% | 00.0% | Unchanged |
| Zhang Financial LLC | 1,590 | $701.4K | 0.05% | +3+0.2% | Added |
| Resurgent Financial Advisors LLC | 1,596 | $704.1K | 0.44% | −9−0.6% | Reduced |
| Stokes Family Office, LLC | 1,600 | $705.9K | 0.08% | +193+13.7% | Added |
| Total Clarity Wealth Management, Inc. | 1,601 | $706.3K | 0.25% | −113−6.6% | Reduced |
| Prentiss Smith & Co Inc | 1,605 | $708.1K | 0.49% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 1,606 | $708.5K | 0.08% | −198−11.0% | Reduced |
| ClearAlpha Technologies LP | 1,607 | $708.9K | 0.28% | +614+61.8% | Added |
| SignalPoint Asset Management, LLC | 1,611 | $710.7K | 0.19% | 00.0% | Unchanged |
| High Net Worth Advisory Group LLC | 1,611 | $710.7K | 0.22% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,613 | $711.7K | 0.03% | +660+69.3% | Added |
| Deseret Mutual Benefit Administrators | 1,614 | $712.0K | 0.33% | +57+3.7% | Added |
| Cassia Capital Partners, LLC | 1,617 | $713.4K | 0.47% | +34+2.1% | Added |
| Means Investment Co., Inc. | 1,619 | $714.2K | 0.09% | −49−2.9% | Reduced |
| Wedgewood Investors Inc | 1,620 | $714.7K | 0.85% | +1,620 | New |
| M. Kraus & Co | 1,621 | $715.1K | 0.22% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 1,622 | $715.6K | 0.07% | −50−3.0% | Reduced |
| Auxano Advisors, LLC | 1,622 | $715.7K | 0.20% | +78+5.1% | Added |
| Hoxton Planning & Management, LLC | 1,626 | $717.3K | 0.33% | −11−0.7% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,627 | $717.6K | 0.11% | −161−9.0% | Reduced |
| McLean Asset Management Corp | 1,656 | $718.3K | 0.23% | −90−5.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,629 | $718.6K | 0.72% | 00.0% | Unchanged |
| WBI Investments | 1,629 | $718.6K | 0.17% | +1,629 | New |
| Clarity Wealth Advisors, LLC | 1,637 | $722.1K | 0.23% | +2+0.1% | Added |
| Baldwin Investment Management, LLC | 1,638 | $722.6K | 0.10% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 1,640 | $723.0K | 0.38% | −25−1.5% | Reduced |
| GSB Wealth Management, LLC | 1,641 | $723.9K | 0.20% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 1,642 | $724.0K | 0.36% | −168−9.3% | Reduced |
| Seeds Investor LLC | 1,643 | $724.7K | 0.37% | +340+26.1% | Added |
| Tevis Investment Management | 1,650 | $727.9K | 0.58% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 1,650 | $728.1K | 0.03% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 1,653 | $729.4K | 0.06% | −4−0.2% | Reduced |
| Marino, Stram & Associates LLC | 1,658 | $731.4K | 0.18% | +72+4.5% | Added |
| Webster Bank, N. A. | 1,658 | $731.4K | 0.08% | −160−8.8% | Reduced |
| First Interstate Bank | 1,663 | $733.6K | 0.05% | −129−7.2% | Reduced |
| DT Investment Partners, LLC | 1,667 | $735.4K | 0.07% | +339+25.5% | Added |
| Trust Co | 1,670 | $736.7K | 0.10% | −455−21.4% | Reduced |
| Manhattan West Asset Management, LLC | 1,671 | $737.0K | 0.20% | +21+1.3% | Added |
| Old Port Advisors | 1,673 | $737.9K | 0.22% | +57+3.5% | Added |
| Argonautica Private Wealth Management, Inc | 1,673 | $738.1K | 0.25% | 00.0% | Unchanged |
| Crescent Sterling, Ltd. | 1,683 | $742.5K | 0.71% | −15−0.9% | Reduced |
| Kraft, Davis & Associates, LLC | 1,694 | $742.9K | 0.23% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 1,686 | $743.8K | 0.50% | +127+8.1% | Added |
| Clark Financial Services Group Inc | 1,689 | $745.0K | 0.79% | +6+0.4% | Added |
| Banco BTG Pactual S.A. | 1,617 | $746.4K | 0.19% | +42+2.7% | Added |
| Legacy Trust | 1,692 | $746.4K | 0.19% | +61+3.7% | Added |
| Kolinsky Wealth Management, LLC | 1,697 | $748.5K | 0.54% | +34+2.0% | Added |
| Old North State Trust, LLC | 1,701 | $750.0K | 0.65% | +81+5.0% | Added |