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, 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 | 3,633 | $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, 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 |
|---|---|---|---|---|---|
| 9258 Wealth Management, LLC | 2,404 | $1.06M | 0.16% | −10.0% | Reduced |
| Empire Financial Management Company, LLC | 2,408 | $1.06M | 0.35% | +795+49.3% | Added |
| Aprio Wealth Management, LLC | 2,414 | $1.06M | 0.19% | −66−2.7% | Reduced |
| Veracity Capital LLC | 2,424 | $1.07M | 0.45% | −533−18.0% | Reduced |
| Richardson Financial Services Inc. | 2,429 | $1.07M | 0.77% | −383−13.6% | Reduced |
| Motco | 2,430 | $1.07M | 0.06% | −25−1.0% | Reduced |
| CoreCap Advisors, LLC | 2,438 | $1.08M | 0.11% | +688+39.3% | Added |
| Gratus Wealth Advisors, LLC | 2,430 | $1.08M | 0.19% | +33+1.4% | Added |
| Savvy Advisors, Inc. | 2,445 | $1.08M | 0.35% | +1,123+84.9% | Added |
| Mattson Financial Services, LLC | 2,447 | $1.08M | 0.38% | +2,447 | New |
| Legacy Capital Wealth Partners, LLC | 2,449 | $1.08M | 0.28% | +2,449 | New |
| McGowan Group Asset Management, Inc. | 2,449 | $1.08M | 0.15% | −28−1.1% | Reduced |
| OneAscent Financial Services LLC | 2,455 | $1.08M | 0.15% | +99+4.2% | Added |
| Northern Financial Advisors Inc | 2,455 | $1.08M | 0.87% | −33−1.3% | Reduced |
| Avantax Planning Partners, Inc. | 2,455 | $1.08M | 0.03% | +88+3.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,458 | $1.08M | 0.18% | −57−2.3% | Reduced |
| Letson Investment Management, Inc. | 2,460 | $1.09M | 0.48% | +444+22.0% | Added |
| Buckley Wealth Management, LLC | 2,460 | $1.09M | 0.34% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,465 | $1.09M | 0.21% | +1,485+151.5% | Added |
| IMS Capital Management | 2,329 | $1.09M | 0.51% | −17−0.7% | Reduced |
| Nilsine Partners, LLC | 2,479 | $1.09M | 0.15% | +13+0.5% | Added |
| Cromwell Holdings LLC | 2,481 | $1.09M | 0.65% | +2,481 | New |
| VisionPoint Advisory Group, LLC | 2,484 | $1.10M | 0.39% | +375+17.8% | Added |
| Warren Averett Asset Management, LLC | 2,491 | $1.10M | 0.02% | +754+43.4% | Added |
| Hara Capital LLC | 2,491 | $1.10M | 0.70% | 00.0% | Unchanged |
| Monumental Financial Group Inc. | 2,499 | $1.10M | 0.48% | −321−11.4% | Reduced |
| Capital Management Associates | 2,500 | $1.10M | 1.31% | +500+25.0% | Added |
| Teza Capital Management LLC | 2,512 | $1.11M | 0.14% | +2,512 | New |
| Advisor OS, LLC | 2,517 | $1.11M | 0.12% | +83+3.4% | Added |
| Winthrop Advisory Group LLC | 2,525 | $1.11M | 0.15% | −26−1.0% | Reduced |
| Northcape Wealth Management, LLC | 2,528 | $1.12M | 0.40% | −2−0.1% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,530 | $1.12M | 0.04% | −71−2.7% | Reduced |
| Regal Investment Advisors LLC | 2,541 | $1.12M | 0.07% | +10+0.4% | Added |
| Ambassador Advisors, LLC | 2,545 | $1.12M | 0.20% | +92+3.8% | Added |
| Zuckerman Investment Group, LLC | 2,550 | $1.12M | 0.13% | +19+0.8% | Added |
| Wallace Capital Management Inc. | 2,550 | $1.12M | 0.16% | +200+8.5% | Added |
| SevenBridge Financial Group, LLC | 2,513 | $1.13M | 0.25% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 2,583 | $1.13M | 0.90% | +123+5.0% | Added |
| Accretive Wealth Partners, LLC | 2,564 | $1.13M | 0.47% | +9+0.4% | Added |
| Drive Wealth Management, LLC | 2,569 | $1.13M | 0.31% | +47+1.9% | Added |
| Sheets Smith Wealth Management | 2,576 | $1.14M | 0.14% | +40+1.6% | Added |
| Pointe Capital Management LLC | 2,586 | $1.14M | 0.71% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 2,588 | $1.14M | 0.44% | −78−2.9% | Reduced |
| FFT Wealth Management LLC | 2,590 | $1.14M | 0.10% | −50−1.9% | Reduced |
| Rothschild Investment LLC | 2,590 | $1.14M | 0.08% | +93+3.7% | Added |
| Beaumont Asset Management, L.L.C. | 2,593 | $1.14M | 0.74% | +18+0.7% | Added |
| Quadcap Wealth Management, LLC | 2,599 | $1.15M | 0.21% | +1,123+76.1% | Added |
| Great Valley Advisor Group, Inc. | 2,602 | $1.15M | 0.03% | +288+12.4% | Added |
| Magnetar Financial LLC | 2,615 | $1.15M | 0.02% | +2,615 | New |
| Cascade Financial Partners, LLC | 2,616 | $1.15M | 0.15% | 00.0% | Unchanged |
| Virtu Financial LLC | 2,620 | $1.16M | 0.08% | +2,620 | New |
| Mine & Arao Wealth Creation & Management, LLC. | 2,618 | $1.16M | 0.56% | −67−2.5% | Reduced |
| Delta Investment Management, LLC | 2,626 | $1.16M | 0.26% | +146+5.9% | Added |
| Amarillo National Bank | 2,632 | $1.16M | 0.22% | −2,609−49.8% | Reduced |
| McCarthy Asset Management, Inc. | 2,647 | $1.17M | 0.69% | 00.0% | Unchanged |
| Paladin Advisory Group, LLC | 2,679 | $1.17M | 0.91% | 00.0% | Unchanged |
| Plancorp, LLC | 2,661 | $1.17M | 0.05% | −33−1.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,667 | $1.18M | 0.09% | −119−4.3% | Reduced |
| Client 1st Advisory Group, LLC | 2,667 | $1.18M | 0.51% | +113+4.4% | Added |
| Proficio Capital Partners LLC | 2,670 | $1.18M | 0.12% | +112+4.4% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 2,675 | $1.18M | 0.09% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,675 | $1.18M | 0.26% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 2,689 | $1.19M | 0.23% | −32−1.2% | Reduced |
| Sand Hill Global Advisors, LLC | 2,691 | $1.19M | 0.05% | +1,352+101.0% | Added |
| KRS Capital Management, LLC | 2,694 | $1.19M | 0.89% | 00.0% | Unchanged |
| Twin Capital Management Inc | 2,697 | $1.19M | 0.14% | −4,641−63.2% | Reduced |
| Oakworth Capital, Inc. | 2,701 | $1.19M | 0.09% | +12+0.4% | Added |
| GM Advisory Group, Inc. | 2,707 | $1.19M | 0.08% | +38+1.4% | Added |
| Fielder Capital Group LLC | 2,708 | $1.19M | 0.46% | +111+4.3% | Added |
| Allstate Corp | 2,717 | $1.20M | 0.10% | −88−3.1% | Reduced |
| Capital Advisors, Ltd. LLC | 2,717 | $1.20M | 0.16% | +27+1.0% | Added |
| SeaCrest Wealth Management, LLC | 2,724 | $1.20M | 0.14% | +47+1.8% | Added |
| Cim Investment Mangement Inc | 2,729 | $1.20M | 0.37% | −34−1.2% | Reduced |
| Park Place Capital Corp | 2,738 | $1.21M | 0.39% | +3+0.1% | Added |
| Centiva Capital, LP | 2,754 | $1.21M | 0.06% | +2,754 | New |
| Prentice Wealth Management LLC | 2,759 | $1.22M | 0.40% | +18+0.7% | Added |
| Golden State Equity Partners | 2,761 | $1.22M | 0.25% | +2,761 | New |
| Chesapeake Wealth Management | 2,761 | $1.22M | 0.44% | −79−2.8% | Reduced |
| Intellectus Partners, LLC | 2,769 | $1.22M | 0.33% | −241−8.0% | Reduced |
| Red Wave Investments LLC | 2,772 | $1.22M | 0.45% | −9−0.3% | Reduced |
| Morris Retirement Advisors, LLC | 2,780 | $1.23M | 0.70% | −30−1.1% | Reduced |
| Affinity Capital Advisors, LLC | 2,781 | $1.23M | 0.26% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 2,789 | $1.23M | 0.93% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,792 | $1.23M | 0.22% | +107+4.0% | Added |
| Caldwell Investment Management Ltd. | 2,800 | $1.23M | 0.93% | −2,038−42.1% | Reduced |
| Castleview Partners, LLC | 2,801 | $1.24M | 0.70% | −214−7.1% | Reduced |
| Cynosure Management, LLC | 2,805 | $1.24M | 0.20% | +524+23.0% | Added |
| Brown Miller Wealth Management, LLC | 2,805 | $1.24M | 0.51% | +57+2.1% | Added |
| Hilltop National Bank | 2,818 | $1.24M | 0.40% | +186+7.1% | Added |
| Prudent Man Advisors, LLC | 2,826 | $1.25M | 0.44% | +119+4.4% | Added |
| Regatta Capital Group, LLC | 2,827 | $1.25M | 0.27% | +7+0.2% | Added |
| Twin City Private Wealth, LLC | 2,829 | $1.25M | 1.18% | +208+7.9% | Added |
| Culbertson A N & Co Inc | 2,830 | $1.25M | 0.22% | 00.0% | Unchanged |
| Harrington Investments, INC | 2,830 | $1.25M | 0.71% | +210+8.0% | Added |
| First National Bank of Hutchinson | 2,832 | $1.25M | 0.80% | +986+53.4% | Added |
| RDA Financial Network | 2,847 | $1.26M | 0.41% | +104+3.8% | Added |
| Professional Financial Advisors, LLC | 2,849 | $1.26M | 0.35% | +102+3.7% | Added |
| Marcum Wealth, LLC | 2,858 | $1.26M | 0.13% | +130+4.8% | Added |
| Biltmore Family Office, LLC | 2,864 | $1.26M | 0.23% | +257+9.9% | Added |
| Unique Wealth, LLC | 2,873 | $1.27M | 0.33% | +333+13.1% | Added |