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 |
|---|---|---|---|---|---|
| Crestline Management, LP | 6,332 | $2.79M | 0.22% | +6,332 | New |
| JPL Wealth Management, LLC | 6,329 | $2.79M | 1.37% | +278+4.6% | Added |
| 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 |
| Skopos Labs, Inc. | 5,828 | $2.79M | 1.20% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 7,493 | $2.79M | 2.00% | +1,793+31.5% | Added |
| WT Wealth Management | 6,310 | $2.78M | 0.95% | −1,091−14.7% | Reduced |
| SRS Capital Advisors, Inc. | 6,295 | $2.78M | 0.27% | +496+8.6% | Added |
| Prevail Innovative Wealth Advisors, LLC | 6,268 | $2.77M | 0.98% | +6,268 | New |
| Ronald Blue Trust, Inc. | 5,723 | $2.76M | 0.04% | +2,786+94.9% | Added |
| Alpha Omega Wealth Management LLC | 6,246 | $2.76M | 0.53% | −30.0% | Reduced |
| MV Capital Management, Inc. | 6,233 | $2.75M | 0.31% | +56+0.9% | Added |
| Voya Financial Advisors, Inc. | 6,193 | $2.74M | 0.31% | +642+11.6% | Added |
| Cullinan Associates Inc | 6,200 | $2.74M | 0.15% | −5,300−46.1% | Reduced |
| Neo Ivy Capital Management | 6,200 | $2.73M | 0.54% | +6,200 | New |
| Aptus Capital Advisors, LLC | 6,197 | $2.73M | 0.05% | +472+8.2% | Added |
| ProVise Management Group, LLC | 6,193 | $2.73M | 0.23% | −51−0.8% | Reduced |
| Dudley Capital Management, LLC | 6,185 | $2.73M | 1.53% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 6,136 | $2.72M | 0.01% | −1,080−15.0% | Reduced |
| Boston Trust Walden Corp | 6,154 | $2.71M | 0.02% | −235−3.7% | Reduced |
| Tsai Capital Corp | 6,123 | $2.70M | 2.66% | −6−0.1% | Reduced |
| Applied Capital LLC | 6,118 | $2.70M | 2.36% | +35+0.6% | Added |
| Coastal Investment Advisors, Inc. | 6,118 | $2.70M | 0.53% | +133+2.2% | Added |
| B.O.S.S. Retirement Advisors, LLC | 6,109 | $2.70M | 0.69% | +1,565+34.4% | Added |
| SageView Advisory Group, LLC | 6,103 | $2.69M | 0.13% | +6,103 | New |
| Kendall Capital Management | 6,101 | $2.69M | 0.90% | +50+0.8% | Added |
| Holderness Investments Co | 6,099 | $2.69M | 0.63% | −65−1.1% | Reduced |
| Silphium Asset Management Ltd | 6,078 | $2.68M | 1.28% | +6+0.1% | Added |
| Simon Quick Advisors, LLC | 6,072 | $2.68M | 0.19% | +829+15.8% | Added |
| Catalytic Wealth RIA, LLC | 6,067 | $2.68M | 0.53% | +547+9.9% | Added |
| New Hampshire Trust | 6,065 | $2.68M | 0.61% | −288−4.5% | Reduced |
| Unique Wealth Strategies, LLC | 5,554 | $2.67M | 1.25% | 00.0% | Unchanged |
| Avalon Trust Co | 6,028 | $2.66M | 0.21% | −134−2.2% | Reduced |
| Nia Impact Advisors, LLC | 6,010 | $2.65M | 0.95% | +320+5.6% | Added |
| AMG National Trust Bank | 6,003 | $2.65M | 0.07% | −217−3.5% | Reduced |
| Savoie Capital LLC | 6,000 | $2.65M | 0.34% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 5,974 | $2.64M | 0.08% | +327+5.8% | Added |
| Atomi Financial Group, Inc. | 5,974 | $2.64M | 0.20% | −4,660−43.8% | Reduced |
| Gables Capital Management Inc. | 5,964 | $2.63M | 1.38% | +50+0.8% | Added |
| Trust Point Inc. | 5,959 | $2.63M | 0.21% | −427−6.7% | Reduced |
| Abbrea Capital, LLC | 5,958 | $2.63M | 0.35% | −33−0.6% | Reduced |
| West Branch Capital LLC | 5,956 | $2.63M | 0.98% | +176+3.0% | Added |
| Enterprise Financial Services Corp | 5,942 | $2.62M | 1.61% | −175−2.9% | Reduced |
| Walled Lake Planning & Wealth Management, LLC | 5,931 | $2.62M | 1.07% | +74+1.3% | Added |
| Elmwood Wealth Management, Inc. | 5,883 | $2.60M | 1.16% | −135−2.2% | Reduced |
| XTX Topco Ltd | 5,876 | $2.59M | 0.22% | +5,876 | New |
| LVW Advisors, LLC | 5,856 | $2.58M | 0.38% | +32+0.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 5,847 | $2.58M | 0.11% | +5,002+592.0% | Added |
| Quest Partners LLC | 5,840 | $2.58M | 0.35% | +1,624+38.5% | Added |
| Optas, LLC | 5,836 | $2.57M | 0.66% | −68−1.2% | Reduced |
| Jacobi Capital Management LLC | 5,831 | $2.57M | 0.22% | +51+0.9% | Added |
| Balboa Wealth Partners | 5,829 | $2.57M | 0.68% | −1,850−24.1% | Reduced |
| StoneX Group Inc. | 5,822 | $2.57M | 0.20% | +1,061+22.3% | Added |
| Hilltop Holdings Inc. | 5,818 | $2.57M | 0.30% | −76−1.3% | Reduced |
| Segment Wealth Management, LLC | 5,809 | $2.56M | 0.19% | +97+1.7% | Added |
| Hyperion Capital Advisors LP | 5,804 | $2.56M | 1.20% | 00.0% | Unchanged |
| Jackson Square Capital, LLC | 5,796 | $2.56M | 0.63% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 5,788 | $2.55M | 2.27% | −57−1.0% | Reduced |
| Lynx Investment Advisory | 5,787 | $2.55M | 1.89% | +5,787 | New |
| American Planning Services, Inc. | 5,756 | $2.54M | 1.79% | +5,756 | New |
| Sander Capital Advisors Inc | 5,739 | $2.53M | 1.16% | −10.0% | Reduced |
| Maia Wealth LLC | 5,702 | $2.53M | 0.76% | +5,702 | New |
| Strong Tower Advisory Services | 5,728 | $2.53M | 0.83% | +1,833+47.1% | Added |
| Staley Capital Advisers Inc | 5,723 | $2.52M | 0.12% | +37+0.7% | Added |
| Wrapmanager Inc | 5,721 | $2.52M | 0.70% | −36−0.6% | Reduced |
| Stableford Capital II LLC | 5,589 | $2.52M | 0.99% | +194+3.6% | Added |
| Trail Ridge Investment Advisors, LLC | 5,714 | $2.52M | 1.30% | +58+1.0% | Added |
| Benjamin Edwards Inc | 5,710 | $2.52M | 0.48% | −54−0.9% | Reduced |
| Monetta Financial Services Inc | 5,700 | $2.51M | 2.18% | −1,500−20.8% | Reduced |
| Smithbridge Asset Management Inc | 5,690 | $2.51M | 0.52% | −996−14.9% | Reduced |
| Main Street Financial Solutions, LLC | 5,690 | $2.51M | 0.24% | +245+4.5% | Added |
| Mitchell Sinkler & Starr | 5,616 | $2.51M | 0.64% | +776+16.0% | Added |
| Pinkerton Retirement Specialists, LLC | 5,684 | $2.51M | 0.39% | +272+5.0% | Added |
| Chatham Capital Group, Inc. | 5,659 | $2.50M | 0.44% | +308+5.8% | Added |
| Atlantic Edge Private Wealth Management, LLC | 5,623 | $2.48M | 0.83% | −130−2.3% | Reduced |
| Weatherly Asset Management L. P. | 5,599 | $2.47M | 0.23% | +28+0.5% | Added |
| SeaBridge Investment Advisors LLC | 5,590 | $2.47M | 0.64% | −13−0.2% | Reduced |
| Transcend Wealth Collective, LLC | 5,576 | $2.46M | 0.18% | +1,261+29.2% | Added |
| Kensington Investment Counsel, LLC | 5,565 | $2.46M | 1.09% | −340−5.8% | Reduced |
| FCG Investment Co | 5,554 | $2.45M | 1.86% | +345+6.6% | Added |
| Hamilton Capital Partners Inc. | 5,553 | $2.45M | 0.26% | +572+11.5% | Added |
| Marion Wealth Management | 5,547 | $2.45M | 0.72% | +49+0.9% | Added |
| EverSource Wealth Advisors, LLC | 5,272 | $2.44M | 0.16% | +320+6.5% | Added |
| Hancock Whitney Corp | 5,532 | $2.44M | 0.08% | −218−3.8% | Reduced |
| Gold Investment Management Ltd. | 5,530 | $2.44M | 1.03% | −135−2.4% | Reduced |
| Great Lakes Retirement, Inc. | 5,527 | $2.44M | 0.33% | +545+10.9% | Added |
| RiverPark Advisors, LLC | 5,523 | $2.44M | 2.02% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 5,521 | $2.44M | 1.57% | +32+0.6% | Added |
| Churchill Management Corp | 5,517 | $2.43M | 0.03% | −45−0.8% | Reduced |
| Sicart Associates LLC | 5,510 | $2.43M | 0.93% | −203−3.6% | Reduced |
| CMT Capital Markets Trading GmbH | 5,498 | $2.42M | 0.69% | +5,498 | New |
| Cordatus Wealth Management LLC | 5,462 | $2.41M | 0.90% | +52+1.0% | Added |
| Landscape Capital Management, L.L.C. | 5,446 | $2.40M | 0.20% | +1,971+56.7% | Added |
| Sovereign Financial Group, Inc. | 5,433 | $2.40M | 0.60% | +20.0% | Added |
| Tolleson Wealth Management, Inc. | 5,431 | $2.40M | 0.47% | +25+0.5% | Added |
| Smartleaf Asset Management LLC | 5,398 | $2.39M | 0.39% | +1,227+29.4% | Added |
| Alpha Cubed Investments, LLC | 5,406 | $2.38M | 0.11% | −409−7.0% | Reduced |
| Vise Technologies, Inc. | 5,400 | $2.38M | 0.42% | +1,080+25.0% | Added |
| Quantum Private Wealth, LLC | 5,396 | $2.38M | 0.84% | +90+1.7% | Added |
| Inlet Private Wealth, LLC | 5,394 | $2.38M | 0.65% | +22+0.4% | Added |