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 |
|---|---|---|---|---|---|
| Doliver Advisors, LP | 2,874 | $1.27M | 0.35% | −20−0.7% | Reduced |
| Forbes J M & Co LLP | 2,880 | $1.27M | 0.13% | +64+2.3% | Added |
| Gilbert & Cook, Inc. | 2,890 | $1.27M | 0.19% | −291−9.1% | Reduced |
| 3Chopt Investment Partners, LLC | 2,899 | $1.28M | 0.39% | +2,899 | New |
| BNC Wealth Management, LLC | 2,900 | $1.28M | 0.48% | −49−1.7% | Reduced |
| 4J Wealth Management LLC | 2,908 | $1.28M | 1.06% | −52−1.8% | Reduced |
| Crewe Advisors LLC | 2,913 | $1.28M | 0.14% | +191+7.0% | Added |
| Corundum Group, Inc. | 2,916 | $1.29M | 0.50% | +1,347+85.9% | Added |
| Meridian Wealth Advisors, LLC | 2,919 | $1.29M | 0.23% | +12+0.4% | Added |
| American National Bank | 2,923 | $1.29M | 0.16% | +72+2.5% | Added |
| Intelligence Driven Advisers, LLC | 2,924 | $1.29M | 0.18% | +148+5.3% | Added |
| Aft, Forsyth & Sober, LLC | 2,925 | $1.29M | 0.44% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,932 | $1.29M | 0.05% | −536−15.5% | Reduced |
| Steinberg Asset Management LLC | 2,942 | $1.30M | 1.02% | −177−5.7% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,944 | $1.30M | 0.13% | −85−2.8% | Reduced |
| SC&H Financial Advisors, Inc. | 2,947 | $1.30M | 0.32% | −45−1.5% | Reduced |
| EPG Wealth Management LLC | 0 | $1.30M | 0.30% | −2,837−100.0% | Reduced |
| SS&H Financial Advisors, Inc. | 2,954 | $1.30M | 0.51% | +1,164+65.0% | Added |
| TFC Financial Management | 2,958 | $1.30M | 0.23% | −35−1.2% | Reduced |
| Heritage Trust Co | 2,960 | $1.31M | 0.17% | −64−2.1% | Reduced |
| DGS Capital Management, LLC | 2,961 | $1.31M | 0.37% | +21+0.7% | Added |
| Duncan Williams Asset Management, LLC | 2,974 | $1.31M | 1.11% | +226+8.2% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,979 | $1.31M | 0.38% | +186+6.7% | Added |
| Semus Wealth Partners LLC | 3,009 | $1.33M | 1.02% | +274+10.0% | Added |
| Pacifica Partners Inc. | 2,972 | $1.33M | 0.57% | +107+3.7% | Added |
| United Community Bank | 3,014 | $1.33M | 0.54% | −337−10.1% | Reduced |
| KG&L Capital Management,LLC | 3,015 | $1.33M | 0.46% | +712+30.9% | Added |
| TCI Wealth Advisors, Inc. | 3,015 | $1.33M | 0.13% | +25+0.8% | Added |
| Retirement Guys Formula LLC | 3,022 | $1.33M | 0.64% | +269+9.8% | Added |
| Pensionmark Financial Group, LLC | 3,025 | $1.33M | 0.08% | +3,025 | New |
| Encompass Wealth Advisors, LLC | 3,027 | $1.34M | 0.35% | +31+1.0% | Added |
| Acropolis Investment Management, LLC | 3,027 | $1.34M | 0.08% | +100+3.4% | Added |
| Redwood Investments, LLC | 3,153 | $1.34M | 0.46% | −517−14.1% | Reduced |
| Commonwealth Retirement Investments LLC | 3,048 | $1.34M | 0.62% | +338+12.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,050 | $1.35M | 0.29% | 00.0% | Unchanged |
| Catalyst Financial Partners LLC | 3,052 | $1.35M | 0.30% | +206+7.2% | Added |
| First Affirmative Financial Network | 3,055 | $1.35M | 0.94% | +351+13.0% | Added |
| Excalibur Management Corp | 3,056 | $1.35M | 0.55% | +191+6.7% | Added |
| Roberts Capital Advisors, LLC | 2,801 | $1.35M | 1.29% | 00.0% | Unchanged |
| ORG Partners LLC | 3,088 | $1.35M | 0.17% | +3,014+4,073.0% | Added |
| Cahill Financial Advisors Inc | 3,078 | $1.36M | 0.19% | −35−1.1% | Reduced |
| Edgestream Partners, L.P. | 3,093 | $1.36M | 0.07% | −5,630−64.5% | Reduced |
| Trust Investment Advisors | 3,093 | $1.36M | 0.87% | +17+0.6% | Added |
| Ratan Capital Management LP | 3,100 | $1.37M | 0.42% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 3,102 | $1.37M | 0.27% | +75+2.5% | Added |
| Evergreen Wealth Solutions, LLC | 3,104 | $1.37M | 0.97% | −653−17.4% | Reduced |
| Heritage Wealth Management, LLC | 3,108 | $1.37M | 0.76% | −308−9.0% | Reduced |
| Heritage Family Offices, LLP | 3,108 | $1.37M | 0.76% | +3,108 | New |
| Sciencast Management LP | 3,113 | $1.37M | 0.48% | +3,113 | New |
| Fullcircle Wealth LLC | 3,189 | $1.38M | 0.68% | +3,189 | New |
| Buckhead Capital Management LLC | 3,155 | $1.39M | 0.47% | −10−0.3% | Reduced |
| Omnia Family Wealth, LLC | 3,170 | $1.40M | 0.59% | +10.0% | Added |
| Onyx Bridge Wealth Group LLC | 3,171 | $1.40M | 0.23% | −3−0.1% | Reduced |
| Catalina Capital Group, LLC | 3,171 | $1.40M | 0.53% | +146+4.8% | Added |
| Private Capital Management LLC | 3,173 | $1.40M | 0.28% | +112+3.7% | Added |
| L2 Asset Management, LLC | 3,177 | $1.40M | 0.42% | +283+9.8% | Added |
| Cross Staff Investments Inc | 3,190 | $1.41M | 1.17% | +89+2.9% | Added |
| M&R Capital Management Inc | 3,199 | $1.41M | 0.34% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 3,203 | $1.41M | 0.25% | +6+0.2% | Added |
| Burns Matteson Capital Management, LLC | 3,210 | $1.42M | 0.89% | −331−9.3% | Reduced |
| Davis R M Inc | 3,211 | $1.42M | 0.03% | −238−6.9% | Reduced |
| D.B. Root & Company, LLC | 3,211 | $1.42M | 0.48% | +21+0.7% | Added |
| Aspen Grove Capital, LLC | 3,224 | $1.42M | 0.33% | −10.0% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 3,225 | $1.42M | 0.57% | +69+2.2% | Added |
| Edge Capital Group, LLC | 3,228 | $1.42M | 0.07% | +53+1.7% | Added |
| Private Capital Management, LLC | 3,243 | $1.43M | 0.17% | −103−3.1% | Reduced |
| Johnson Financial Group, Inc. | 3,249 | $1.43M | 0.07% | +434+15.4% | Added |
| Middleton & Co Inc | 3,253 | $1.43M | 0.17% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 3,253 | $1.44M | 0.74% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 3,258 | $1.44M | 0.53% | +2,108+183.3% | Added |
| Legacy Capital Group California, Inc. | 3,259 | $1.44M | 0.52% | −73−2.2% | Reduced |
| Ellevest, Inc. | 3,264 | $1.44M | 0.09% | −320−8.9% | Reduced |
| Koa Wealth Management, LLC | 3,273 | $1.44M | 1.22% | −42−1.3% | Reduced |
| Everpar Advisors LLC | 3,273 | $1.44M | 0.72% | +208+6.8% | Added |
| Winch Advisory Services, LLC | 3,276 | $1.45M | 0.41% | −37−1.1% | Reduced |
| Capital Investment Advisory Services, LLC | 3,279 | $1.45M | 0.15% | −6−0.2% | Reduced |
| Ninepoint Partners LP | 3,290 | $1.45M | 0.16% | +224+7.3% | Added |
| Platform Technology Partners | 3,319 | $1.46M | 0.50% | +3,319 | New |
| Montecito Bank & Trust | 3,326 | $1.47M | 0.30% | −130−3.8% | Reduced |
| Boston Common Asset Management, LLC | 3,340 | $1.47M | 0.04% | +2,828+552.3% | Added |
| Cooper Financial Group | 3,342 | $1.47M | 0.22% | +85+2.6% | Added |
| Whitener Capital Management, Inc. | 3,350 | $1.48M | 0.45% | −15−0.4% | Reduced |
| Bray Capital Advisors | 3,353 | $1.48M | 0.37% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 3,355 | $1.48M | 0.38% | +100+3.1% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,362 | $1.48M | 0.31% | −1,067−24.1% | Reduced |
| Dunhill Financial, LLC | 3,374 | $1.49M | 0.92% | +504+17.6% | Added |
| HF Advisory Group, LLC | 3,395 | $1.50M | 0.77% | +312+10.1% | Added |
| Pegasus Partners Ltd. | 3,397 | $1.50M | 0.15% | −1,505−30.7% | Reduced |
| PFG Advisors | 3,406 | $1.50M | 0.10% | +119+3.6% | Added |
| Violich Capital Management, Inc. | 3,410 | $1.50M | 0.20% | +95+2.9% | Added |
| Copperleaf Capital, LLC | 3,419 | $1.51M | 1.21% | +108+3.3% | Added |
| Union Savings Bank | 3,422 | $1.51M | 0.79% | −57−1.6% | Reduced |
| Midwest Professional Planners, LTD. | 3,437 | $1.52M | 0.51% | +867+33.7% | Added |
| Horizon Investments, LLC | 3,447 | $1.52M | 0.04% | −9,445−73.3% | Reduced |
| Resources Management Corp | 3,451 | $1.52M | 0.22% | +374+12.2% | Added |
| Valmark Advisers, Inc. | 3,451 | $1.52M | 0.03% | +261+8.2% | Added |
| Oxford Wealth Group, LLC | 3,452 | $1.52M | 1.05% | +1,227+55.1% | Added |
| WBH Advisory Inc | 3,460 | $1.53M | 0.15% | −50−1.4% | Reduced |
| Arbor Capital Management Inc | 3,495 | $1.53M | 1.42% | −227−6.1% | Reduced |
| Hilltop Partners LLC | 3,502 | $1.54M | 0.57% | +537+18.1% | Added |