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 |
|---|---|---|---|---|---|
| Archer Investment Corp | 3,725 | $1.64M | 0.48% | −13−0.3% | Reduced |
| Everhart Financial Group, Inc. | 3,717 | $1.64M | 0.43% | +402+12.1% | Added |
| First National Trust Co | 3,696 | $1.63M | 0.07% | +2+0.1% | Added |
| Bailard, Inc. | 3,692 | $1.63M | 0.04% | −59−1.6% | Reduced |
| Ransom Advisory, Ltd | 3,684 | $1.63M | 0.81% | −16−0.4% | Reduced |
| Fiduciary Family Office, LLC | 3,682 | $1.62M | 0.64% | −230−5.9% | Reduced |
| Beaumont Financial Advisors, LLC | 3,655 | $1.61M | 0.13% | +65+1.8% | Added |
| HMS Capital Management, LLC | 3,650 | $1.61M | 0.84% | +263+7.8% | Added |
| Curated Wealth Partners LLC | 3,644 | $1.61M | 0.22% | +3,644 | New |
| CVA Family Office, LLC | 3,618 | $1.60M | 0.29% | +33+0.9% | Added |
| Waverton Investment Management Ltd | 3,607 | $1.59M | 0.03% | +1,818+101.6% | Added |
| Hennessy Advisors Inc | 3,600 | $1.59M | 0.06% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,593 | $1.58M | 0.25% | +71+2.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,580 | $1.58M | 0.23% | +345+10.7% | Added |
| Cutter & CO Brokerage, Inc. | 3,579 | $1.58M | 0.38% | +507+16.5% | Added |
| Synergy Financial Group, LTD | 3,577 | $1.58M | 1.65% | −212−5.6% | Reduced |
| Evernest Financial Advisors, LLC | 3,538 | $1.56M | 0.70% | +55+1.6% | Added |
| Cape Investment Advisory, Inc. | 3,535 | $1.56M | 0.70% | −44−1.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,527 | $1.56M | 0.26% | +90+2.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,504 | $1.55M | 0.05% | +1,114+46.6% | Added |
| Shepherd Financial Partners LLC | 3,504 | $1.55M | 0.20% | +21+0.6% | Added |
| Hilltop Partners LLC | 3,502 | $1.54M | 0.57% | +537+18.1% | Added |
| Arbor Capital Management Inc | 3,495 | $1.53M | 1.42% | −227−6.1% | Reduced |
| WBH Advisory Inc | 3,460 | $1.53M | 0.15% | −50−1.4% | Reduced |
| Oxford Wealth Group, LLC | 3,452 | $1.52M | 1.05% | +1,227+55.1% | Added |
| Valmark Advisers, Inc. | 3,451 | $1.52M | 0.03% | +261+8.2% | Added |
| Resources Management Corp | 3,451 | $1.52M | 0.22% | +374+12.2% | Added |
| Horizon Investments, LLC | 3,447 | $1.52M | 0.04% | −9,445−73.3% | Reduced |
| Midwest Professional Planners, LTD. | 3,437 | $1.52M | 0.51% | +867+33.7% | Added |
| Union Savings Bank | 3,422 | $1.51M | 0.79% | −57−1.6% | Reduced |
| Copperleaf Capital, LLC | 3,419 | $1.51M | 1.21% | +108+3.3% | Added |
| Violich Capital Management, Inc. | 3,410 | $1.50M | 0.20% | +95+2.9% | Added |
| PFG Advisors | 3,406 | $1.50M | 0.10% | +119+3.6% | Added |
| Pegasus Partners Ltd. | 3,397 | $1.50M | 0.15% | −1,505−30.7% | Reduced |
| HF Advisory Group, LLC | 3,395 | $1.50M | 0.77% | +312+10.1% | Added |
| Dunhill Financial, LLC | 3,374 | $1.49M | 0.92% | +504+17.6% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 3,362 | $1.48M | 0.31% | −1,067−24.1% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,355 | $1.48M | 0.38% | +100+3.1% | Added |
| Bray Capital Advisors | 3,353 | $1.48M | 0.37% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 3,350 | $1.48M | 0.45% | −15−0.4% | Reduced |
| Cooper Financial Group | 3,342 | $1.47M | 0.22% | +85+2.6% | Added |
| Boston Common Asset Management, LLC | 3,340 | $1.47M | 0.04% | +2,828+552.3% | Added |
| Montecito Bank & Trust | 3,326 | $1.47M | 0.30% | −130−3.8% | Reduced |
| Platform Technology Partners | 3,319 | $1.46M | 0.50% | +3,319 | New |
| Ninepoint Partners LP | 3,290 | $1.45M | 0.16% | +224+7.3% | Added |
| Capital Investment Advisory Services, LLC | 3,279 | $1.45M | 0.15% | −6−0.2% | Reduced |
| Winch Advisory Services, LLC | 3,276 | $1.45M | 0.41% | −37−1.1% | 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 |
| Ellevest, Inc. | 3,264 | $1.44M | 0.09% | −320−8.9% | Reduced |
| Legacy Capital Group California, Inc. | 3,259 | $1.44M | 0.52% | −73−2.2% | Reduced |
| Interchange Capital Partners, LLC | 3,258 | $1.44M | 0.53% | +2,108+183.3% | Added |
| First National Bank Sioux Falls | 3,253 | $1.44M | 0.74% | 00.0% | Unchanged |
| Middleton & Co Inc | 3,253 | $1.43M | 0.17% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 3,249 | $1.43M | 0.07% | +434+15.4% | Added |
| Private Capital Management, LLC | 3,243 | $1.43M | 0.17% | −103−3.1% | Reduced |
| Edge Capital Group, LLC | 3,228 | $1.42M | 0.07% | +53+1.7% | Added |
| One Wealth Management Investment & Advisory Services, LLC | 3,225 | $1.42M | 0.57% | +69+2.2% | Added |
| Aspen Grove Capital, LLC | 3,224 | $1.42M | 0.33% | −10.0% | 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 |
| Burns Matteson Capital Management, LLC | 3,210 | $1.42M | 0.89% | −331−9.3% | Reduced |
| Principal Street Partners, LLC | 3,203 | $1.41M | 0.25% | +6+0.2% | Added |
| M&R Capital Management Inc | 3,199 | $1.41M | 0.34% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 3,190 | $1.41M | 1.17% | +89+2.9% | Added |
| L2 Asset Management, LLC | 3,177 | $1.40M | 0.42% | +283+9.8% | Added |
| Private Capital Management LLC | 3,173 | $1.40M | 0.28% | +112+3.7% | Added |
| Catalina Capital Group, LLC | 3,171 | $1.40M | 0.53% | +146+4.8% | Added |
| Onyx Bridge Wealth Group LLC | 3,171 | $1.40M | 0.23% | −3−0.1% | Reduced |
| Omnia Family Wealth, LLC | 3,170 | $1.40M | 0.59% | +10.0% | Added |
| Buckhead Capital Management LLC | 3,155 | $1.39M | 0.47% | −10−0.3% | Reduced |
| Fullcircle Wealth LLC | 3,189 | $1.38M | 0.68% | +3,189 | New |
| Sciencast Management LP | 3,113 | $1.37M | 0.48% | +3,113 | New |
| 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 |
| Evergreen Wealth Solutions, LLC | 3,104 | $1.37M | 0.97% | −653−17.4% | Reduced |
| Goldstone Financial Group, LLC | 3,102 | $1.37M | 0.27% | +75+2.5% | Added |
| Ratan Capital Management LP | 3,100 | $1.37M | 0.42% | 00.0% | Unchanged |
| 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 |
| Cahill Financial Advisors Inc | 3,078 | $1.36M | 0.19% | −35−1.1% | Reduced |
| ORG Partners LLC | 3,088 | $1.35M | 0.17% | +3,014+4,073.0% | Added |
| Roberts Capital Advisors, LLC | 2,801 | $1.35M | 1.29% | 00.0% | Unchanged |
| Excalibur Management Corp | 3,056 | $1.35M | 0.55% | +191+6.7% | Added |
| First Affirmative Financial Network | 3,055 | $1.35M | 0.94% | +351+13.0% | Added |
| Catalyst Financial Partners LLC | 3,052 | $1.35M | 0.30% | +206+7.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,050 | $1.35M | 0.29% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 3,048 | $1.34M | 0.62% | +338+12.5% | Added |
| Redwood Investments, LLC | 3,153 | $1.34M | 0.46% | −517−14.1% | Reduced |
| Acropolis Investment Management, LLC | 3,027 | $1.34M | 0.08% | +100+3.4% | Added |
| Encompass Wealth Advisors, LLC | 3,027 | $1.34M | 0.35% | +31+1.0% | Added |
| Pensionmark Financial Group, LLC | 3,025 | $1.33M | 0.08% | +3,025 | New |
| Retirement Guys Formula LLC | 3,022 | $1.33M | 0.64% | +269+9.8% | Added |
| TCI Wealth Advisors, Inc. | 3,015 | $1.33M | 0.13% | +25+0.8% | Added |
| KG&L Capital Management,LLC | 3,015 | $1.33M | 0.46% | +712+30.9% | Added |
| United Community Bank | 3,014 | $1.33M | 0.54% | −337−10.1% | Reduced |
| Pacifica Partners Inc. | 2,972 | $1.33M | 0.57% | +107+3.7% | Added |
| Semus Wealth Partners LLC | 3,009 | $1.33M | 1.02% | +274+10.0% | Added |
| Oliver Lagore Vanvalin Investment Group | 2,979 | $1.31M | 0.38% | +186+6.7% | Added |
| Duncan Williams Asset Management, LLC | 2,974 | $1.31M | 1.11% | +226+8.2% | Added |