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 |
|---|---|---|---|---|---|
| Shepherd Financial Partners LLC | 3,504 | $1.55M | 0.20% | +21+0.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,504 | $1.55M | 0.05% | +1,114+46.6% | Added |
| Relyea Zuckerberg Hanson LLC | 3,527 | $1.56M | 0.26% | +90+2.6% | Added |
| Cape Investment Advisory, Inc. | 3,535 | $1.56M | 0.70% | −44−1.2% | Reduced |
| Evernest Financial Advisors, LLC | 3,538 | $1.56M | 0.70% | +55+1.6% | Added |
| Synergy Financial Group, LTD | 3,577 | $1.58M | 1.65% | −212−5.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 3,579 | $1.58M | 0.38% | +507+16.5% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,580 | $1.58M | 0.23% | +345+10.7% | Added |
| Claro Advisors LLC | 3,593 | $1.58M | 0.25% | +71+2.0% | Added |
| Hennessy Advisors Inc | 3,600 | $1.59M | 0.06% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 3,607 | $1.59M | 0.03% | +1,818+101.6% | Added |
| CVA Family Office, LLC | 3,618 | $1.60M | 0.29% | +33+0.9% | Added |
| Curated Wealth Partners LLC | 3,644 | $1.61M | 0.22% | +3,644 | New |
| HMS Capital Management, LLC | 3,650 | $1.61M | 0.84% | +263+7.8% | Added |
| Beaumont Financial Advisors, LLC | 3,655 | $1.61M | 0.13% | +65+1.8% | Added |
| Fiduciary Family Office, LLC | 3,682 | $1.62M | 0.64% | −230−5.9% | Reduced |
| Ransom Advisory, Ltd | 3,684 | $1.63M | 0.81% | −16−0.4% | Reduced |
| Bailard, Inc. | 3,692 | $1.63M | 0.04% | −59−1.6% | Reduced |
| First National Trust Co | 3,696 | $1.63M | 0.07% | +2+0.1% | Added |
| Everhart Financial Group, Inc. | 3,717 | $1.64M | 0.43% | +402+12.1% | Added |
| Archer Investment Corp | 3,725 | $1.64M | 0.48% | −13−0.3% | Reduced |
| Lantern Wealth Advisors, LLC | 3,734 | $1.65M | 1.19% | −225−5.7% | Reduced |
| Amussen Hunsaker Associates LLC | 3,735 | $1.65M | 0.28% | +3+0.1% | Added |
| Stonebridge Financial Planning Group, LLC | 3,749 | $1.65M | 0.83% | −165−4.2% | Reduced |
| Borer Denton & Associates, Inc. | 3,750 | $1.65M | 0.60% | 00.0% | Unchanged |
| Arrow Financial Corp | 3,752 | $1.66M | 0.16% | +32+0.9% | Added |
| Wallace Advisory Group, LLC | 3,753 | $1.66M | 1.19% | −210−5.3% | Reduced |
| Quent Capital, LLC | 3,757 | $1.66M | 0.18% | −35−0.9% | Reduced |
| Fortis Capital Advisors, LLC | 3,777 | $1.67M | 0.60% | +1,282+51.4% | Added |
| Strategic Blueprint, LLC | 3,780 | $1.67M | 0.11% | −107−2.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 3,780 | $1.67M | 0.38% | −86−2.2% | Reduced |
| Thrive Wealth Management, LLC | 3,786 | $1.67M | 0.33% | −19−0.5% | Reduced |
| KCM Investment Advisors LLC | 3,800 | $1.68M | 0.06% | −169−4.3% | Reduced |
| Emfo, LLC | 3,809 | $1.68M | 1.50% | 00.0% | Unchanged |
| VeraBank, N.A. | 3,815 | $1.68M | 0.52% | −21−0.5% | Reduced |
| Forum Financial Management, LP | 3,831 | $1.69M | 0.03% | +113+3.0% | Added |
| HCR Wealth Advisors | 3,833 | $1.69M | 0.24% | −9−0.2% | Reduced |
| Journey Strategic Wealth LLC | 3,842 | $1.69M | 0.07% | +509+15.3% | Added |
| Prossimo Advisors, LLC | 3,850 | $1.70M | 1.54% | −45−1.2% | Reduced |
| CIC Wealth, LLC | 3,861 | $1.70M | 0.47% | −190−4.7% | Reduced |
| Bulltick Wealth Management, LLC | 3,892 | $1.72M | 0.48% | −1,470−27.4% | Reduced |
| M. Kulyk & Associates, LLC | 3,897 | $1.72M | 0.40% | +141+3.8% | Added |
| Barden Capital Management, Inc. | 3,905 | $1.72M | 1.62% | −8−0.2% | Reduced |
| Gratus Capital LLC | 3,908 | $1.72M | 0.07% | +314+8.7% | Added |
| Richwood Investment Advisors, LLC | 3,912 | $1.73M | 1.51% | −69−1.7% | Reduced |
| Liberty Capital Management, Inc. | 3,912 | $1.73M | 0.41% | 00.0% | Unchanged |
| Legacy Financial Advisors, Inc. | 3,917 | $1.73M | 0.31% | +57+1.5% | Added |
| Compton Wealth Advisory Group, LLC | 3,928 | $1.73M | 0.46% | +474+13.7% | Added |
| Marshall Financial Group LLC | 3,930 | $1.73M | 0.48% | +58+1.5% | Added |
| Essex Savings Bank | 3,932 | $1.73M | 0.47% | +74+1.9% | Added |
| YHB Investment Advisors, Inc. | 3,940 | $1.74M | 0.15% | +203+5.4% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 3,947 | $1.74M | 2.07% | 00.0% | Unchanged |
| Nikulski Financial, Inc. | 3,954 | $1.74M | 0.55% | +25+0.6% | Added |
| Cobblestone Capital Advisors LLC | 3,955 | $1.74M | 0.11% | 00.0% | Unchanged |
| Missouri Trust & Investment Co | 3,985 | $1.76M | 0.66% | −140−3.4% | Reduced |
| Sentry Investment Management LLC | 3,986 | $1.76M | 0.78% | −816−17.0% | Reduced |
| Copperwynd Financial, LLC | 3,817 | $1.77M | 0.58% | +494+14.9% | Added |
| Moloney Securities Asset Management, LLC | 4,020 | $1.77M | 0.26% | 00.0% | Unchanged |
| Tremblant Capital Group | 4,028 | $1.78M | 0.20% | +1,282+46.7% | Added |
| Eisler Capital (UK) Ltd. | 4,028 | $1.78M | 0.58% | +1,295+47.4% | Added |
| McDaniel Terry & Co | 4,035 | $1.78M | 0.16% | −468−10.4% | Reduced |
| Three Seasons Wealth, LLC | 4,037 | $1.78M | 0.98% | +111+2.8% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 4,080 | $1.79M | 0.99% | −37−0.9% | Reduced |
| Sage Mountain Advisors LLC | 4,059 | $1.79M | 0.17% | +375+10.2% | Added |
| Calamos Wealth Management LLC | 4,063 | $1.79M | 0.10% | −322−7.3% | Reduced |
| Guardian Wealth Management, Inc. | 4,067 | $1.79M | 1.37% | +43+1.1% | Added |
| Fukoku Mutual Life Insurance Co | 4,068 | $1.79M | 0.14% | −490−10.8% | Reduced |
| Aua Capital Management, LLC | 4,071 | $1.80M | 1.08% | 00.0% | Unchanged |
| Sierra Capital LLC | 4,071 | $1.80M | 0.24% | 00.0% | Unchanged |
| NRI Wealth Management LC | 4,076 | $1.80M | 1.39% | +180+4.6% | Added |
| World Equity Group, Inc. | 4,085 | $1.80M | 0.54% | +10+0.2% | Added |
| Kelman-Lazarov, Inc. | 4,092 | $1.81M | 0.34% | −175−4.1% | Reduced |
| Formidable Asset Management, LLC | 4,092 | $1.81M | 0.29% | +119+3.0% | Added |
| David Loasby | 4,179 | $1.81M | 0.17% | −155−3.6% | Reduced |
| Transatlantique Private Wealth LLC | 4,148 | $1.82M | 0.74% | +120+3.0% | Added |
| Ignite Planners, LLC | 4,045 | $1.82M | 0.44% | +22+0.5% | Added |
| Mount Yale Investment Advisors, LLC | 4,129 | $1.82M | 0.14% | −88−2.1% | Reduced |
| LM Advisors LLC | 4,129 | $1.82M | 0.00% | +950+29.9% | Added |
| Burney Co | 4,131 | $1.82M | 0.07% | −388−8.6% | Reduced |
| Drucker Wealth 3.0, LLC | 4,140 | $1.83M | 0.48% | +4,140 | New |
| Redwood Investment Management, LLC | 4,134 | $1.83M | 0.16% | +49+1.2% | Added |
| Tectonic Advisors LLC | 4,191 | $1.85M | 0.13% | +184+4.6% | Added |
| Ameliora Wealth Management Ltd. | 4,195 | $1.85M | 0.84% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 4,209 | $1.86M | 0.95% | +396+10.4% | Added |
| Mystic Asset Management, Inc. | 4,210 | $1.86M | 0.75% | +5+0.1% | Added |
| Blackhawk Capital Partners LLC. | 4,215 | $1.86M | 1.12% | +174+4.3% | Added |
| Continuum Advisory, LLC | 4,216 | $1.86M | 0.27% | −212−4.8% | Reduced |
| Robertson Stephens Wealth Management, LLC | 4,223 | $1.86M | 0.10% | +566+15.5% | Added |
| Beacon Financial Group | 4,226 | $1.86M | 0.21% | −246−5.5% | Reduced |
| Intelligent Financial Strategies | 4,227 | $1.86M | 1.15% | 00.0% | Unchanged |
| PDS Planning, Inc | 4,235 | $1.87M | 0.19% | +163+4.0% | Added |
| Cito Capital Group, LLC | 4,250 | $1.88M | 0.73% | +500+13.3% | Added |
| BLB&B Advisors, LLC | 4,259 | $1.88M | 0.10% | −338−7.4% | Reduced |
| Consilium Wealth Advisory, LLC | 4,287 | $1.89M | 1.03% | −133−3.0% | Reduced |
| Mayflower Financial Advisors, LLC | 4,289 | $1.89M | 0.31% | +283+7.1% | Added |
| Quotient Wealth Partners, LLC | 4,292 | $1.89M | 0.07% | −326−7.1% | Reduced |
| Revolve Wealth Partners, LLC | 4,292 | $1.89M | 0.31% | −299−6.5% | Reduced |
| Bard Financial Services, Inc. | 4,300 | $1.90M | 0.20% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 4,322 | $1.91M | 0.94% | +1,063+32.6% | Added |
| Cornerstone Wealth Management, LLC | 4,329 | $1.91M | 0.15% | +125+3.0% | Added |