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
- 3,123
- +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
- 1,137 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 |
|---|---|---|---|---|---|
| Hexagon Capital Partners LLC | 616 | $271.8K | 0.06% | +24+4.1% | Added |
| Founders Financial Securities LLC | 617 | $272.2K | 0.03% | +44+7.7% | Added |
| Emerald Advisors, LLC | 619 | $273.0K | 0.04% | +38+6.5% | Added |
| Vigilare Wealth Management | 620 | $273.5K | 0.12% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 620 | $273.7K | 0.08% | +162+35.4% | Added |
| Root Financial Partners, LLC | 622 | $274.3K | 0.06% | +622 | New |
| Opal Wealth Advisors, LLC | 622 | $274.4K | 0.09% | +8+1.3% | Added |
| Sandy Cove Advisors, LLC | 623 | $274.9K | 0.12% | −12−1.9% | Reduced |
| Glass Jacobson Investment Advisors llc | 624 | $275.3K | 0.10% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 624 | $275.4K | 0.09% | −104−14.3% | Reduced |
| Garden State Investment Advisory Services LLC | 624 | $275.9K | 0.10% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 627 | $276.6K | 0.14% | 00.0% | Unchanged |
| Oak Thistle LLC | 629 | $277.5K | 0.21% | +629 | New |
| Mayfair Advisory Group, LLC | 632 | $278.1K | 0.19% | −81−11.4% | Reduced |
| Freedom Day Solutions, LLC | 631 | $278.3K | 0.09% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 632 | $278.8K | 0.16% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 632 | $279.0K | 0.11% | 00.0% | Unchanged |
| Wealthquest Corp | 633 | $279.3K | 0.03% | +3+0.5% | Added |
| Red Door Wealth Management, LLC | 633 | $279.3K | 0.05% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 634 | $279.6K | 0.16% | +23+3.8% | Added |
| HHM Wealth Advisors, LLC | 634 | $279.7K | 0.04% | −39−5.8% | Reduced |
| Trustmark National Bank Trust Department | 635 | $280.1K | 0.02% | −1,461−69.7% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 635 | $280.1K | 0.16% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 644 | $284.1K | 0.04% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 645 | $284.5K | 0.13% | −12−1.8% | Reduced |
| Cape Ann Savings Bank | 646 | $285.0K | 0.18% | −120−15.7% | Reduced |
| Adirondack Trust Co | 648 | $285.9K | 0.12% | −127−16.4% | Reduced |
| Berkeley Capital Partners, LLC | 649 | $286.1K | 0.09% | +60+10.2% | Added |
| Greenwood Capital Associates LLC | 649 | $286.3K | 0.04% | −30−4.4% | Reduced |
| Ashton Thomas Securities, LLC | 644 | $286.4K | 0.07% | +644 | New |
| Northstar Group, Inc. | 653 | $288.1K | 0.05% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 653 | $288.2K | 0.14% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 653 | $288.2K | 0.09% | −235−26.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 654 | $288.5K | 0.09% | −3−0.5% | Reduced |
| Voisard Asset Management Group, Inc. | 655 | $289.0K | 0.14% | +600+1,090.9% | Added |
| Nadler Financial Group, Inc. | 657 | $289.8K | 0.03% | 00.0% | Unchanged |
| City State Bank | 657 | $289.8K | 0.12% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 657 | $289.9K | 0.15% | −49−6.9% | Reduced |
| Global Financial Private Client, LLC | 658 | $290.3K | 0.12% | 00.0% | Unchanged |
| JNBA Financial Advisors | 659 | $290.7K | 0.03% | −5−0.8% | Reduced |
| Capital Markets Trading UK LLP | 659 | $291.0K | 0.21% | −1,284−66.1% | Reduced |
| One Degree Advisors Inc | 661 | $291.0K | 0.14% | +61+10.2% | Added |
| First National Bank | 660 | $291.2K | 0.22% | −14−2.1% | Reduced |
| Marble Harbor Investment Counsel, LLC | 660 | $291.2K | 0.03% | 00.0% | Unchanged |
| Ted Buchan & Co | 662 | $292.0K | 0.16% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 662 | $292.0K | 0.26% | +662 | New |
| Acorn Financial Advisory Services Inc | 662 | $292.2K | 0.05% | +26+4.1% | Added |
| Fermata Advisors, LLC | 663 | $292.7K | 0.07% | +154+30.3% | Added |
| Ossiam | 664 | $292.9K | 0.01% | +384+137.1% | Added |
| Investment Advisory Group, LLC | 665 | $293.5K | 0.11% | +115+20.9% | Added |
| Kowal Investment Group, LLC | 666 | $294.0K | 0.06% | +28+4.4% | Added |
| Sustainable Insight Capital Management, LLC | 667 | $294.3K | 0.15% | +77+13.1% | Added |
| Inscription Capital, LLC | 667 | $294.4K | 0.05% | 00.0% | Unchanged |
| Tranquilli Financial Advisor LLC | 673 | $294.5K | 0.20% | −33−4.7% | Reduced |
| Financial Insights, Inc. | 671 | $296.0K | 0.08% | −76−10.2% | Reduced |
| Glen Eagle Advisors, LLC | 671 | $296.0K | 0.05% | +292+77.0% | Added |
| Mosley Wealth Management | 672 | $296.5K | 0.25% | +56+9.1% | Added |
| Tufton Capital Management | 674 | $297.3K | 0.06% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 757 | $297.7K | 0.07% | −154−16.9% | Reduced |
| Financial Advisory Service, Inc. | 676 | $298.2K | 0.03% | +71+11.7% | Added |
| Lewis Asset Management, LLC | 677 | $298.8K | 0.23% | +246+57.1% | Added |
| Kathleen S. Wright Associates Inc. | 676 | $299.3K | 0.14% | 00.0% | Unchanged |
| Ballast, Inc. | 680 | $300.0K | 0.09% | −10−1.4% | Reduced |
| Fidelity D & D Bancorp Inc | 682 | $300.9K | 0.23% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 682 | $301.0K | 0.12% | +350+105.4% | Added |
| LongView Wealth Management | 685 | $302.2K | 0.11% | −10−1.4% | Reduced |
| Accredited Investors Inc. | 687 | $303.1K | 0.02% | +161+30.6% | Added |
| Founders Capital Management | 690 | $304.4K | 0.20% | 00.0% | Unchanged |
| Godsey & Gibb Associates | 691 | $304.8K | 0.03% | 00.0% | Unchanged |
| Strategic Advocates LLC | 691 | $304.8K | 0.12% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 692 | $305.3K | 0.20% | 00.0% | Unchanged |
| Drake & Associates, LLC | 693 | $305.8K | 0.11% | −10−1.4% | Reduced |
| Brass Tax Wealth Management, Inc | 693 | $305.8K | 0.06% | +693 | New |
| XML Financial, LLC | 693 | $305.9K | 0.03% | 00.0% | Unchanged |
| Osborne Partners Capital Management, LLC | 697 | $307.5K | 0.02% | +50+7.7% | Added |
| SNS Financial Group, LLC | 699 | $308.3K | 0.03% | +28+4.2% | Added |
| Tamar Securities, LLC | 699 | $308.4K | 0.05% | −59−7.8% | Reduced |
| Columbia Asset Management | 700 | $309.0K | 0.06% | +700 | New |
| Octavia Wealth Advisors, LLC | 701 | $309.1K | 0.04% | +61+9.5% | Added |
| GSG Advisors LLC | 708 | $309.9K | 0.11% | +21+3.1% | Added |
| Kaydan Wealth Management, Inc. | 705 | $311.0K | 0.11% | +9+1.3% | Added |
| LVM Capital Management Ltd | 710 | $313.0K | 0.04% | −251−26.1% | Reduced |
| Paloma Partners Management Co | 711 | $313.7K | 0.03% | −4,100−85.2% | Reduced |
| Mirabella Financial Services LLP | 711 | $313.7K | 0.02% | +711 | New |
| Diversified, LLC | 713 | $314.5K | 0.04% | +270+60.9% | Added |
| AIMZ Investment Advisors, LLC | 714 | $315.0K | 0.11% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 717 | $316.3K | 0.16% | +17+2.4% | Added |
| Stonekeep Investments, LLC | 717 | $316.3K | 0.26% | +717 | New |
| Foguth Wealth Management, LLC. | 717 | $316.4K | 0.14% | +274+61.9% | Added |
| Crew Capital Management, Ltd. | 720 | $317.6K | 0.25% | −4−0.6% | Reduced |
| Braun-Bostich & Associates Inc. | 721 | $318.1K | 0.24% | +197+37.6% | Added |
| Colonial River Wealth Management, LLC | 721 | $318.1K | 0.17% | +65+9.9% | Added |
| ABLE Financial Group, LLC | 722 | $318.5K | 0.12% | −15−2.0% | Reduced |
| DHJJ Financial Advisors, Ltd. | 724 | $319.4K | 0.13% | −3−0.4% | Reduced |
| Xcel Wealth Management, LLC | 724 | $319.4K | 0.10% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 724 | $319.4K | 0.13% | +65+9.9% | Added |
| Atlas Wealth Partners, LLC | 726 | $320.0K | 1.35% | 00.0% | Unchanged |
| Center For Asset Management LLC | 729 | $321.6K | 0.21% | +206+39.4% | Added |
| New Covenant Trust Company, N.A. | 725 | $321.7K | 0.37% | −29−3.8% | Reduced |
| Milestone Asset Management, LLC | 731 | $322.5K | 0.08% | +78+11.9% | Added |