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 10 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 |
|---|---|---|---|---|---|
| Tsai Capital Corp | 6,123 | $2.70M | 2.66% | −6−0.1% | Reduced |
| Boston Trust Walden Corp | 6,154 | $2.71M | 0.02% | −235−3.7% | Reduced |
| WCM Investment Management, LLC | 6,136 | $2.72M | 0.01% | −1,080−15.0% | Reduced |
| Dudley Capital Management, LLC | 6,185 | $2.73M | 1.53% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 6,193 | $2.73M | 0.23% | −51−0.8% | Reduced |
| Aptus Capital Advisors, LLC | 6,197 | $2.73M | 0.05% | +472+8.2% | Added |
| Neo Ivy Capital Management | 6,200 | $2.73M | 0.54% | +6,200 | New |
| Cullinan Associates Inc | 6,200 | $2.74M | 0.15% | −5,300−46.1% | Reduced |
| Voya Financial Advisors, Inc. | 6,193 | $2.74M | 0.31% | +642+11.6% | Added |
| MV Capital Management, Inc. | 6,233 | $2.75M | 0.31% | +56+0.9% | Added |
| Alpha Omega Wealth Management LLC | 6,246 | $2.76M | 0.53% | −30.0% | Reduced |
| Ronald Blue Trust, Inc. | 5,723 | $2.76M | 0.04% | +2,786+94.9% | Added |
| Prevail Innovative Wealth Advisors, LLC | 6,268 | $2.77M | 0.98% | +6,268 | New |
| SRS Capital Advisors, Inc. | 6,295 | $2.78M | 0.27% | +496+8.6% | Added |
| WT Wealth Management | 6,310 | $2.78M | 0.95% | −1,091−14.7% | Reduced |
| Wealth Group, Ltd. | 7,493 | $2.79M | 2.00% | +1,793+31.5% | Added |
| Skopos Labs, Inc. | 5,828 | $2.79M | 1.20% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 6,328 | $2.79M | 1.61% | −280−4.2% | Reduced |
| United Bank | 6,328 | $2.79M | 1.39% | +16+0.3% | Added |
| JPL Wealth Management, LLC | 6,329 | $2.79M | 1.37% | +278+4.6% | Added |
| Crestline Management, LP | 6,332 | $2.79M | 0.22% | +6,332 | New |
| Turtle Creek Wealth Advisors, LLC | 6,333 | $2.79M | 0.65% | +192+3.1% | Added |
| Sweet Financial Partners, LLC | 6,334 | $2.79M | 0.64% | +283+4.7% | Added |
| K.J. Harrison & Partners Inc | 6,345 | $2.80M | 0.46% | −27−0.4% | Reduced |
| Farmers & Merchants Investments Inc | 6,393 | $2.82M | 0.09% | −52−0.8% | Reduced |
| Eqis Capital Management, Inc. | 6,412 | $2.83M | 0.23% | −384−5.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 6,436 | $2.84M | 0.55% | −12−0.2% | Reduced |
| Simmons Bank | 6,474 | $2.86M | 0.22% | +669+11.5% | Added |
| Garrison Asset Management, LLC | 6,484 | $2.86M | 1.51% | +14+0.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $2.87M | 0.88% | 00.0% | Unchanged |
| Brighton Jones LLC | 6,517 | $2.88M | 0.09% | +123+1.9% | Added |
| Hazlett, Burt & Watson, Inc. | 6,522 | $2.88M | 1.48% | +130+2.0% | Added |
| New Potomac Partners, LLC | 6,590 | $2.91M | 1.59% | −234−3.4% | Reduced |
| Archford Capital Strategies, LLC | 6,603 | $2.91M | 0.47% | +51+0.8% | Added |
| HBK Sorce Advisory LLC | 6,611 | $2.92M | 0.10% | −671−9.2% | Reduced |
| Accent Capital Management, LLC | 6,618 | $2.92M | 1.79% | +50+0.8% | Added |
| Benchmark Investment Advisors LLC | 6,642 | $2.93M | 2.12% | +1,116+20.2% | Added |
| International Assets Investment Management, LLC | 6,659 | $2.94M | 0.28% | −310−4.4% | Reduced |
| Wealthcare Advisory Partners LLC | 6,666 | $2.94M | 0.09% | +1,161+21.1% | Added |
| Brown Capital Management LLC | 6,689 | $2.95M | 0.06% | −657−8.9% | Reduced |
| Country Club Bank | 6,703 | $2.97M | 0.21% | +39+0.6% | Added |
| Modus Advisors, LLC | 6,739 | $2.97M | 1.05% | +84+1.3% | Added |
| Ashton Thomas Private Wealth, LLC | 6,749 | $2.98M | 0.16% | −1,739−20.5% | Reduced |
| MONECO Advisors, LLC | 6,768 | $2.99M | 0.44% | −17−0.3% | Reduced |
| Financial Advocates Investment Management | 6,779 | $2.99M | 0.19% | +501+8.0% | Added |
| Enterprise Bank & Trust Co | 6,795 | $3.00M | 1.02% | −28−0.4% | Reduced |
| NVWM, LLC | 6,796 | $3.00M | 0.80% | +73+1.1% | Added |
| Sawyer & Company, Inc | 6,822 | $3.01M | 1.20% | +8+0.1% | Added |
| Miracle Mile Advisors, LLC | 6,829 | $3.01M | 0.07% | +529+8.4% | Added |
| Redmond Asset Management, LLC | 6,830 | $3.01M | 0.99% | −278−3.9% | Reduced |
| Clark Capital Management Group, Inc. | 6,830 | $3.01M | 0.02% | +1,159+20.4% | Added |
| Agf Management Ltd | 6,840 | $3.02M | 0.02% | −4,203−38.1% | Reduced |
| Alphinity Investment Management Pty Ltd | 6,842 | $3.02M | 0.02% | −143−2.0% | Reduced |
| Spinnaker Trust | 6,853 | $3.02M | 0.19% | −141−2.0% | Reduced |
| Patten & Patten Inc | 6,864 | $3.03M | 0.21% | −93−1.3% | Reduced |
| Cohen Capital Management, Inc. | 6,901 | $3.04M | 0.52% | 00.0% | Unchanged |
| Lynch Asset Management, Inc. | 6,925 | $3.06M | 1.30% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 6,950 | $3.07M | 0.76% | +29+0.4% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,964 | $3.07M | 0.29% | −813−10.5% | Reduced |
| Naviter Wealth, LLC | 6,966 | $3.07M | 0.46% | +589+9.2% | Added |
| Nations Financial Group Inc, | 6,979 | $3.08M | 0.25% | +207+3.1% | Added |
| NBT Bank N A | 6,980 | $3.08M | 0.22% | −829−10.6% | Reduced |
| Rockline Wealth Management, LLC | 6,983 | $3.08M | 0.95% | +332+5.0% | Added |
| Stratos Wealth Advisors, LLC | 6,995 | $3.09M | 0.15% | +58+0.8% | Added |
| Channing Global Advisors, LLC | 6,996 | $3.09M | 2.58% | −20.0% | Reduced |
| Viking Fund Management LLC | 7,000 | $3.09M | 0.55% | 00.0% | Unchanged |
| Csenge Advisory Group | 7,000 | $3.09M | 0.18% | −77−1.1% | Reduced |
| Procyon Private Wealth Partners, LLC | 7,041 | $3.11M | 0.23% | −415−5.6% | Reduced |
| Fortis Group Advisors, LLC | 7,070 | $3.12M | 0.62% | −3,813−35.0% | Reduced |
| Leo Wealth, LLC | 7,110 | $3.12M | 0.32% | +1,709+31.6% | Added |
| Agate Pass Investment Management, LLC | 7,094 | $3.13M | 1.66% | +6+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 7,097 | $3.13M | 0.13% | +2,236+46.0% | Added |
| Gladstone Institutional Advisory LLC | 7,113 | $3.14M | 0.16% | −80−1.1% | Reduced |
| Coronation Fund Managers Ltd. | 7,159 | $3.16M | 0.18% | −44,293−86.1% | Reduced |
| Orleans Capital Management Corp | 7,162 | $3.16M | 2.01% | +35+0.5% | Added |
| CRA Financial Services, LLC | 7,177 | $3.17M | 0.64% | −102−1.4% | Reduced |
| Change Path, LLC | 7,182 | $3.17M | 0.16% | −2,242−23.8% | Reduced |
| Bank of Hawaii | 7,209 | $3.18M | 0.15% | −173−2.3% | Reduced |
| Lindbrook Capital, LLC | 7,264 | $3.20M | 0.30% | +2,058+39.5% | Added |
| Symphony Financial, Ltd. Co. | 7,257 | $3.21M | 0.59% | +2,986+69.9% | Added |
| Semmax Financial Advisors Inc. | 7,007 | $3.22M | 0.97% | +259+3.8% | Added |
| WMS Partners, LLC | 7,300 | $3.22M | 0.21% | +515+7.6% | Added |
| Aperture Investors, LLC | 7,317 | $3.23M | 0.47% | −7,424−50.4% | Reduced |
| Invesco, LLC | 7,328 | $3.23M | 1.35% | −166−2.2% | Reduced |
| Cox Capital Mgt LLC | 7,329 | $3.23M | 1.95% | −167−2.2% | Reduced |
| Blue Edge Capital, LLC | 7,339 | $3.24M | 0.54% | −4−0.1% | Reduced |
| Old Second National Bank of Aurora | 7,349 | $3.24M | 0.83% | −99−1.3% | Reduced |
| McKinley Capital Management LLC /Delaware | 7,358 | $3.25M | 0.57% | −1,297−15.0% | Reduced |
| Strengthening Families & Communities, LLC | 7,375 | $3.25M | 0.93% | +256+3.6% | Added |
| Klingman & Associates, LLC | 7,395 | $3.26M | 0.22% | +16+0.2% | Added |
| Quintet Private Bank (Europe) S.A. | 6,506 | $3.28M | 0.19% | −7,927−54.9% | Reduced |
| Capital Investment Advisors, LLC | 7,434 | $3.28M | 0.07% | +1,590+27.2% | Added |
| Visionary Wealth Advisors | 7,437 | $3.28M | 0.21% | +3,330+81.1% | Added |
| Tyche Wealth Partners LLC | 7,466 | $3.29M | 0.80% | +7+0.1% | Added |
| Intrust Bank NA | 7,524 | $3.32M | 0.35% | +26+0.3% | Added |
| Prospect Hill Management, LLC | 7,550 | $3.33M | 1.83% | 00.0% | Unchanged |
| SRN Advisors, LLC | 7,578 | $3.34M | 2.78% | +852+12.7% | Added |
| Arjuna Capital | 7,578 | $3.34M | 0.90% | −3,771−33.2% | Reduced |
| Personal Cfo Solutions, LLC | 7,583 | $3.35M | 0.51% | −100−1.3% | Reduced |
| Accurate Wealth Management, LLC | 7,543 | $3.35M | 0.80% | −853−10.2% | Reduced |