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 |
|---|---|---|---|---|---|
| Nilsine Partners, LLC | 2,479 | $1.09M | 0.15% | +13+0.5% | Added |
| IMS Capital Management | 2,329 | $1.09M | 0.51% | −17−0.7% | Reduced |
| James J. Burns & Company, LLC | 2,465 | $1.09M | 0.21% | +1,485+151.5% | Added |
| Buckley Wealth Management, LLC | 2,460 | $1.09M | 0.34% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,460 | $1.09M | 0.48% | +444+22.0% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,458 | $1.08M | 0.18% | −57−2.3% | Reduced |
| Avantax Planning Partners, Inc. | 2,455 | $1.08M | 0.03% | +88+3.7% | Added |
| Northern Financial Advisors Inc | 2,455 | $1.08M | 0.87% | −33−1.3% | Reduced |
| OneAscent Financial Services LLC | 2,455 | $1.08M | 0.15% | +99+4.2% | Added |
| McGowan Group Asset Management, Inc. | 2,449 | $1.08M | 0.15% | −28−1.1% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,449 | $1.08M | 0.28% | +2,449 | New |
| Mattson Financial Services, LLC | 2,447 | $1.08M | 0.38% | +2,447 | New |
| Savvy Advisors, Inc. | 2,445 | $1.08M | 0.35% | +1,123+84.9% | Added |
| Gratus Wealth Advisors, LLC | 2,430 | $1.08M | 0.19% | +33+1.4% | Added |
| CoreCap Advisors, LLC | 2,438 | $1.08M | 0.11% | +688+39.3% | Added |
| Motco | 2,430 | $1.07M | 0.06% | −25−1.0% | Reduced |
| Richardson Financial Services Inc. | 2,429 | $1.07M | 0.77% | −383−13.6% | Reduced |
| Veracity Capital LLC | 2,424 | $1.07M | 0.45% | −533−18.0% | Reduced |
| Aprio Wealth Management, LLC | 2,414 | $1.06M | 0.19% | −66−2.7% | Reduced |
| Empire Financial Management Company, LLC | 2,408 | $1.06M | 0.35% | +795+49.3% | Added |
| 9258 Wealth Management, LLC | 2,404 | $1.06M | 0.16% | −10.0% | Reduced |
| Green Harvest Asset Management LLC | 2,403 | $1.06M | 0.02% | +44+1.9% | Added |
| Spirit of America Management Corp | 2,400 | $1.06M | 0.21% | 00.0% | Unchanged |
| Legal Advantage Investments, Inc. | 2,400 | $1.06M | 0.61% | 00.0% | Unchanged |
| Collective Family Office LLC | 2,388 | $1.05M | 0.31% | −4−0.2% | Reduced |
| Provident Trust Co | 2,380 | $1.05M | 0.02% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 2,328 | $1.04M | 0.20% | −10.0% | Reduced |
| New Century Financial Group, LLC | 2,362 | $1.04M | 0.44% | +226+10.6% | Added |
| Virtue Capital Management, LLC | 2,345 | $1.04M | 0.18% | −125−5.1% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,348 | $1.04M | 0.13% | +228+10.8% | Added |
| Carr Financial Group Corp | 2,347 | $1.04M | 0.33% | +39+1.7% | Added |
| Ipswich Investment Management Co., Inc. | 2,336 | $1.03M | 0.24% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 2,332 | $1.03M | 0.14% | +298+14.7% | Added |
| Lifestyle Asset Management, Inc. | 2,324 | $1.03M | 0.59% | −199−7.9% | Reduced |
| Dohj, LLC | 2,324 | $1.03M | 0.26% | +133+6.1% | Added |
| Permit Capital, LLC | 2,320 | $1.02M | 0.38% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 2,317 | $1.02M | 0.17% | −302−11.5% | Reduced |
| Renasant Bank | 2,313 | $1.02M | 0.70% | −58−2.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 2,310 | $1.02M | 0.70% | +590+34.3% | Added |
| Portman Square Capital LLP | 2,310 | $1.02M | 0.34% | +2,310 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,304 | $1.02M | 0.29% | +37+1.6% | Added |
| Mendel Money Management | 2,300 | $1.01M | 0.47% | −64−2.7% | Reduced |
| Alta Advisers Ltd | 2,300 | $1.01M | 0.49% | +100+4.5% | Added |
| MainStreet Investment Advisors LLC | 2,299 | $1.01M | 0.12% | −257−10.1% | Reduced |
| Seascape Capital Management | 2,298 | $1.01M | 0.38% | −16−0.7% | Reduced |
| Hamilton Capital, LLC | 2,290 | $1.01M | 0.08% | −488−17.6% | Reduced |
| Family Legacy, Inc. | 2,287 | $1.01M | 0.36% | +15+0.7% | Added |
| Altfest L J & Co Inc | 2,285 | $1.01M | 0.14% | +68+3.1% | Added |
| Oxford Financial Group Ltd | 2,280 | $1.01M | 0.07% | +898+65.0% | Added |
| Seven Mile Advisory | 2,276 | $1.00M | 0.74% | +5+0.2% | Added |
| KC Investment Advisors, LLC | 2,271 | $1.00M | 0.50% | −239−9.5% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,270 | $1.00M | 0.15% | −5−0.2% | Reduced |
| Richard W. Paul & Associates, LLC | 2,259 | $996.6K | 0.38% | +84+3.9% | Added |
| River Street Advisors LLC | 2,256 | $995.3K | 0.62% | +67+3.1% | Added |
| Marks Group Wealth Management, Inc | 2,252 | $993.5K | 0.10% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 2,250 | $992.7K | 0.28% | −54−2.3% | Reduced |
| Advisory Resource Group | 2,247 | $991.3K | 0.22% | +178+8.6% | Added |
| Perennial Investment Advisors, LLC | 2,243 | $989.8K | 0.14% | +33+1.5% | Added |
| LRI Investments, LLC | 2,243 | $989.5K | 0.11% | +2,054+1,086.8% | Added |
| Evanson Asset Management, LLC | 2,240 | $988.3K | 0.08% | −69−3.0% | Reduced |
| Wright Investors Service Inc | 2,232 | $984.7K | 0.26% | −3,366−60.1% | Reduced |
| Scissortail Wealth Management, LLC | 2,220 | $979.4K | 0.25% | +120+5.7% | Added |
| Stamos Capital Partners, L.P. | 2,220 | $979.4K | 0.21% | +2,220 | New |
| Orrstown Financial Services Inc | 2,217 | $978.1K | 0.52% | +99+4.7% | Added |
| Alera Investment Advisors, LLC | 2,216 | $977.6K | 0.12% | +1,150+107.9% | Added |
| Sandbox Financial Partners, LLC | 2,215 | $977.3K | 0.37% | +24+1.1% | Added |
| Capital Planning Advisors, LLC | 2,208 | $974.1K | 0.17% | −171−7.2% | Reduced |
| Argus Investors' Counsel, Inc. | 2,206 | $973.2K | 0.60% | +110+5.2% | Added |
| First Western Trust Bank | 2,206 | $973.2K | 0.05% | 00.0% | Unchanged |
| LCNB Corp | 2,194 | $967.9K | 0.36% | −315−12.6% | Reduced |
| Fox Run Management, L.L.C. | 2,192 | $967.0K | 0.18% | +2,192 | New |
| SP Asset Management LLC | 2,191 | $966.4K | 0.09% | −283−11.4% | Reduced |
| PAX Financial Group, LLC | 2,188 | $965.3K | 0.19% | +210+10.6% | Added |
| Lagoda Investment Management, L.P. | 2,184 | $963.5K | 0.55% | 00.0% | Unchanged |
| MJP Associates Inc | 2,182 | $962.7K | 0.20% | +230+11.8% | Added |
| Wealth Alliance Advisory Group, LLC | 2,182 | $962.7K | 0.22% | +209+10.6% | Added |
| Lee Financial Co | 2,180 | $961.7K | 0.16% | −330−13.1% | Reduced |
| Great Diamond Partners, LLC | 2,180 | $961.7K | 0.23% | −136−5.9% | Reduced |
| Financial Management Network Inc | 2,136 | $960.1K | 0.23% | −8−0.4% | Reduced |
| Connecticut Wealth Management, LLC | 2,171 | $957.8K | 0.05% | +10+0.5% | Added |
| Community Bank, N.A. | 2,170 | $957.3K | 0.13% | −25−1.1% | Reduced |
| MidWestOne Financial Group, Inc. | 2,167 | $956.0K | 0.17% | +36+1.7% | Added |
| Onefund, LLC | 2,158 | $952.0K | 1.04% | +19+0.9% | Added |
| Field & Main Bank | 2,158 | $952.0K | 0.36% | +115+5.6% | Added |
| Baker Tilly Wealth Management, LLC | 2,150 | $948.6K | 0.39% | −5,582−72.2% | Reduced |
| Davies Financial Advisors, Inc. | 2,147 | $947.3K | 0.88% | −122−5.4% | Reduced |
| Mosaic Family Wealth Partners, LLC | 2,147 | $947.1K | 0.15% | +7+0.3% | Added |
| New Capital Management LP | 2,142 | $945.0K | 0.29% | 00.0% | Unchanged |
| Jacobsen Capital Management | 2,133 | $941.0K | 0.42% | +96+4.7% | Added |
| Blueprint Investment Partners LLC | 2,124 | $936.8K | 0.20% | −1,150−35.1% | Reduced |
| Atlas Brown,Inc. | 2,121 | $935.7K | 0.34% | +9+0.4% | Added |
| Waterloo Capital, L.P. | 2,115 | $933.1K | 0.11% | −129−5.7% | Reduced |
| Elevated Capital Advisors, LLC | 2,110 | $930.6K | 0.26% | +168+8.7% | Added |
| Zions Bancorporation, N.A. | 2,099 | $926.0K | 0.07% | −241−10.3% | Reduced |
| Burr Financial Services, LLC | 2,089 | $921.6K | 0.64% | −184−8.1% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,083 | $920.5K | 0.29% | +2,083 | New |
| Maren Capital LLC | 2,085 | $919.8K | 0.09% | 00.0% | Unchanged |
| Journey Advisory Group, LLC | 2,081 | $918.1K | 0.11% | +55+2.7% | Added |
| Nebula Research & Development LLC | 2,078 | $916.7K | 0.15% | +2,078 | New |
| Robinson Smith Wealth Advisors LLC | 2,077 | $916.3K | 0.81% | +6+0.3% | Added |