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 |
|---|---|---|---|---|---|
| DGS Capital Management, LLC | 2,961 | $1.31M | 0.37% | +21+0.7% | Added |
| Heritage Trust Co | 2,960 | $1.31M | 0.17% | −64−2.1% | Reduced |
| TFC Financial Management | 2,958 | $1.30M | 0.23% | −35−1.2% | Reduced |
| SS&H Financial Advisors, Inc. | 2,954 | $1.30M | 0.51% | +1,164+65.0% | Added |
| EPG Wealth Management LLC | 0 | $1.30M | 0.30% | −2,837−100.0% | Reduced |
| SC&H Financial Advisors, Inc. | 2,947 | $1.30M | 0.32% | −45−1.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,944 | $1.30M | 0.13% | −85−2.8% | Reduced |
| Steinberg Asset Management LLC | 2,942 | $1.30M | 1.02% | −177−5.7% | Reduced |
| Aspiriant, LLC | 2,932 | $1.29M | 0.05% | −536−15.5% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,925 | $1.29M | 0.44% | 00.0% | Unchanged |
| Intelligence Driven Advisers, LLC | 2,924 | $1.29M | 0.18% | +148+5.3% | Added |
| American National Bank | 2,923 | $1.29M | 0.16% | +72+2.5% | Added |
| Meridian Wealth Advisors, LLC | 2,919 | $1.29M | 0.23% | +12+0.4% | Added |
| Corundum Group, Inc. | 2,916 | $1.29M | 0.50% | +1,347+85.9% | Added |
| Crewe Advisors LLC | 2,913 | $1.28M | 0.14% | +191+7.0% | Added |
| 4J Wealth Management LLC | 2,908 | $1.28M | 1.06% | −52−1.8% | Reduced |
| BNC Wealth Management, LLC | 2,900 | $1.28M | 0.48% | −49−1.7% | Reduced |
| 3Chopt Investment Partners, LLC | 2,899 | $1.28M | 0.39% | +2,899 | New |
| Gilbert & Cook, Inc. | 2,890 | $1.27M | 0.19% | −291−9.1% | Reduced |
| Forbes J M & Co LLP | 2,880 | $1.27M | 0.13% | +64+2.3% | Added |
| Doliver Advisors, LP | 2,874 | $1.27M | 0.35% | −20−0.7% | Reduced |
| Unique Wealth, LLC | 2,873 | $1.27M | 0.33% | +333+13.1% | Added |
| Biltmore Family Office, LLC | 2,864 | $1.26M | 0.23% | +257+9.9% | Added |
| Marcum Wealth, LLC | 2,858 | $1.26M | 0.13% | +130+4.8% | Added |
| Professional Financial Advisors, LLC | 2,849 | $1.26M | 0.35% | +102+3.7% | Added |
| RDA Financial Network | 2,847 | $1.26M | 0.41% | +104+3.8% | Added |
| First National Bank of Hutchinson | 2,832 | $1.25M | 0.80% | +986+53.4% | Added |
| Culbertson A N & Co Inc | 2,830 | $1.25M | 0.22% | 00.0% | Unchanged |
| Harrington Investments, INC | 2,830 | $1.25M | 0.71% | +210+8.0% | Added |
| Twin City Private Wealth, LLC | 2,829 | $1.25M | 1.18% | +208+7.9% | Added |
| Regatta Capital Group, LLC | 2,827 | $1.25M | 0.27% | +7+0.2% | Added |
| Prudent Man Advisors, LLC | 2,826 | $1.25M | 0.44% | +119+4.4% | Added |
| Hilltop National Bank | 2,818 | $1.24M | 0.40% | +186+7.1% | Added |
| Brown Miller Wealth Management, LLC | 2,805 | $1.24M | 0.51% | +57+2.1% | Added |
| Cynosure Management, LLC | 2,805 | $1.24M | 0.20% | +524+23.0% | Added |
| Castleview Partners, LLC | 2,801 | $1.24M | 0.70% | −214−7.1% | Reduced |
| Caldwell Investment Management Ltd. | 2,800 | $1.23M | 0.93% | −2,038−42.1% | Reduced |
| Ethos Financial Group, LLC | 2,792 | $1.23M | 0.22% | +107+4.0% | Added |
| Darden Wealth Group Inc | 2,789 | $1.23M | 0.93% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,781 | $1.23M | 0.26% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,780 | $1.23M | 0.70% | −30−1.1% | Reduced |
| Red Wave Investments LLC | 2,772 | $1.22M | 0.45% | −9−0.3% | Reduced |
| Intellectus Partners, LLC | 2,769 | $1.22M | 0.33% | −241−8.0% | Reduced |
| Chesapeake Wealth Management | 2,761 | $1.22M | 0.44% | −79−2.8% | Reduced |
| Golden State Equity Partners | 2,761 | $1.22M | 0.25% | +2,761 | New |
| Prentice Wealth Management LLC | 2,759 | $1.22M | 0.40% | +18+0.7% | Added |
| Centiva Capital, LP | 2,754 | $1.21M | 0.06% | +2,754 | New |
| Park Place Capital Corp | 2,738 | $1.21M | 0.39% | +3+0.1% | Added |
| Cim Investment Mangement Inc | 2,729 | $1.20M | 0.37% | −34−1.2% | Reduced |
| SeaCrest Wealth Management, LLC | 2,724 | $1.20M | 0.14% | +47+1.8% | Added |
| Capital Advisors, Ltd. LLC | 2,717 | $1.20M | 0.16% | +27+1.0% | Added |
| Allstate Corp | 2,717 | $1.20M | 0.10% | −88−3.1% | Reduced |
| Fielder Capital Group LLC | 2,708 | $1.19M | 0.46% | +111+4.3% | Added |
| GM Advisory Group, Inc. | 2,707 | $1.19M | 0.08% | +38+1.4% | Added |
| Oakworth Capital, Inc. | 2,701 | $1.19M | 0.09% | +12+0.4% | Added |
| Twin Capital Management Inc | 2,697 | $1.19M | 0.14% | −4,641−63.2% | Reduced |
| KRS Capital Management, LLC | 2,694 | $1.19M | 0.89% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 2,691 | $1.19M | 0.05% | +1,352+101.0% | Added |
| Stablepoint Partners, LLC | 2,689 | $1.19M | 0.23% | −32−1.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 2,675 | $1.18M | 0.09% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,675 | $1.18M | 0.26% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 2,670 | $1.18M | 0.12% | +112+4.4% | Added |
| Client 1st Advisory Group, LLC | 2,667 | $1.18M | 0.51% | +113+4.4% | Added |
| Pine Valley Investments Ltd Liability Co | 2,667 | $1.18M | 0.09% | −119−4.3% | Reduced |
| Plancorp, LLC | 2,661 | $1.17M | 0.05% | −33−1.2% | Reduced |
| Paladin Advisory Group, LLC | 2,679 | $1.17M | 0.91% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 2,647 | $1.17M | 0.69% | 00.0% | Unchanged |
| Amarillo National Bank | 2,632 | $1.16M | 0.22% | −2,609−49.8% | Reduced |
| Delta Investment Management, LLC | 2,626 | $1.16M | 0.26% | +146+5.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 2,618 | $1.16M | 0.56% | −67−2.5% | Reduced |
| Virtu Financial LLC | 2,620 | $1.16M | 0.08% | +2,620 | New |
| Cascade Financial Partners, LLC | 2,616 | $1.15M | 0.15% | 00.0% | Unchanged |
| Magnetar Financial LLC | 2,615 | $1.15M | 0.02% | +2,615 | New |
| Great Valley Advisor Group, Inc. | 2,602 | $1.15M | 0.03% | +288+12.4% | Added |
| Quadcap Wealth Management, LLC | 2,599 | $1.15M | 0.21% | +1,123+76.1% | Added |
| Beaumont Asset Management, L.L.C. | 2,593 | $1.14M | 0.74% | +18+0.7% | Added |
| Rothschild Investment LLC | 2,590 | $1.14M | 0.08% | +93+3.7% | Added |
| FFT Wealth Management LLC | 2,590 | $1.14M | 0.10% | −50−1.9% | Reduced |
| Stiles Financial Services Inc | 2,588 | $1.14M | 0.44% | −78−2.9% | Reduced |
| Pointe Capital Management LLC | 2,586 | $1.14M | 0.71% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,576 | $1.14M | 0.14% | +40+1.6% | Added |
| Drive Wealth Management, LLC | 2,569 | $1.13M | 0.31% | +47+1.9% | Added |
| Accretive Wealth Partners, LLC | 2,564 | $1.13M | 0.47% | +9+0.4% | Added |
| Providence Wealth Advisors, LLC | 2,583 | $1.13M | 0.90% | +123+5.0% | Added |
| SevenBridge Financial Group, LLC | 2,513 | $1.13M | 0.25% | 00.0% | Unchanged |
| Zuckerman Investment Group, LLC | 2,550 | $1.12M | 0.13% | +19+0.8% | Added |
| Wallace Capital Management Inc. | 2,550 | $1.12M | 0.16% | +200+8.5% | Added |
| Ambassador Advisors, LLC | 2,545 | $1.12M | 0.20% | +92+3.8% | Added |
| Regal Investment Advisors LLC | 2,541 | $1.12M | 0.07% | +10+0.4% | Added |
| Clifford Swan Investment Counsel LLC | 2,530 | $1.12M | 0.04% | −71−2.7% | Reduced |
| Northcape Wealth Management, LLC | 2,528 | $1.12M | 0.40% | −2−0.1% | Reduced |
| Winthrop Advisory Group LLC | 2,525 | $1.11M | 0.15% | −26−1.0% | Reduced |
| Advisor OS, LLC | 2,517 | $1.11M | 0.12% | +83+3.4% | Added |
| Teza Capital Management LLC | 2,512 | $1.11M | 0.14% | +2,512 | New |
| Capital Management Associates | 2,500 | $1.10M | 1.31% | +500+25.0% | Added |
| Monumental Financial Group Inc. | 2,499 | $1.10M | 0.48% | −321−11.4% | Reduced |
| Hara Capital LLC | 2,491 | $1.10M | 0.70% | 00.0% | Unchanged |
| Warren Averett Asset Management, LLC | 2,491 | $1.10M | 0.02% | +754+43.4% | Added |
| VisionPoint Advisory Group, LLC | 2,484 | $1.10M | 0.39% | +375+17.8% | Added |
| Cromwell Holdings LLC | 2,481 | $1.09M | 0.65% | +2,481 | New |