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 |
|---|---|---|---|---|---|
| Prosperity Consulting Group, LLC | 1,484 | $654.5K | 0.09% | −210−12.4% | Reduced |
| Larson Financial Group LLC | 1,484 | $654.5K | 0.04% | −5−0.3% | Reduced |
| Morris Financial Concepts, Inc. | 1,482 | $653.9K | 0.31% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 1,478 | $652.4K | 0.08% | +1+0.1% | Added |
| Pacitti Group Inc. | 1,478 | $652.2K | 0.34% | +18+1.2% | Added |
| Atticus Wealth Management, LLC | 1,478 | $652.2K | 0.21% | −256−14.8% | Reduced |
| Wealth Architects, LLC | 1,478 | $652.2K | 0.08% | +6+0.4% | Added |
| Triad Wealth Partners, LLC | 1,474 | $650.3K | 0.34% | +648+78.5% | Added |
| Invenio Wealth Partners LLC | 1,473 | $649.8K | 0.32% | −223−13.1% | Reduced |
| Round Hill Asset Management | 1,470 | $648.5K | 0.41% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,461 | $644.4K | 0.03% | +183+14.3% | Added |
| Gilliland Jeter Wealth Management LLC | 1,459 | $643.6K | 0.22% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,451 | $640.3K | 0.02% | +326+29.0% | Added |
| Magnus Financial Group LLC | 1,450 | $639.6K | 0.07% | +1+0.1% | Added |
| Outlook Wealth Advisors, LLC | 1,449 | $639.3K | 0.31% | +17+1.2% | Added |
| Key Financial Inc | 1,449 | $639.2K | 0.15% | +319+28.2% | Added |
| Motiv8 Investments LLC | 1,448 | $638.7K | 0.47% | +57+4.1% | Added |
| jvl associates llc | 1,440 | $635.3K | 0.25% | +1+0.1% | Added |
| Legacy Edge Advisors, LLC | 1,437 | $633.9K | 0.12% | +107+8.0% | Added |
| Berkshire Asset Management LLC | 1,427 | $629.5K | 0.03% | +246+20.8% | Added |
| Vicus Capital | 1,424 | $628.1K | 0.06% | −364−20.4% | Reduced |
| True North Advisors, LLC | 1,421 | $627.1K | 0.17% | +30+2.2% | Added |
| AlphaStar Capital Management, LLC | 1,421 | $626.8K | 0.06% | +116+8.9% | Added |
| Traveka Wealth, LLC | 1,420 | $626.4K | 0.31% | +27+1.9% | Added |
| Arcus Capital Partners, LLC | 1,415 | $624.4K | 0.24% | +227+19.1% | Added |
| Astoria Portfolio Advisors LLC. | 1,412 | $623.1K | 0.22% | +6+0.4% | Added |
| Amplius Wealth Advisors, LLC | 1,412 | $622.9K | 0.07% | 00.0% | Unchanged |
| Woodley Farra Manion Portfolio Management Inc | 1,409 | $621.6K | 0.03% | −31−2.2% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,403 | $619.1K | 0.17% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 1,400 | $617.6K | 0.14% | 00.0% | Unchanged |
| Walden Wealth Partners LLC | 1,395 | $615.4K | 0.34% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,394 | $615.0K | 0.26% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 1,387 | $612.1K | 0.08% | +266+23.7% | Added |
| Sound View Wealth Advisors Group, LLC | 1,382 | $609.6K | 0.06% | +5+0.4% | Added |
| Latitude Advisors, LLC | 1,381 | $609.3K | 0.37% | −7−0.5% | Reduced |
| Baskin Financial Services Inc. | 1,380 | $609.0K | 0.05% | −15−1.1% | Reduced |
| Tarbox Family Office, Inc. | 1,380 | $608.8K | 0.11% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,378 | $607.9K | 0.17% | −147−9.6% | Reduced |
| Alliance Wealth Advisors, LLC | 1,377 | $607.5K | 0.38% | −96−6.5% | Reduced |
| Fragasso Group Inc. | 1,374 | $606.2K | 0.05% | +77+5.9% | Added |
| D'Orazio & Associates, Inc. | 1,371 | $604.8K | 0.09% | +18+1.3% | Added |
| Portland Investment Counsel Inc. | 1,363 | $601.3K | 0.22% | −11−0.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,363 | $601.2K | 0.04% | +1+0.1% | Added |
| Gunn & Co Investment Management, Inc. | 1,363 | $601.2K | 0.04% | +1,363 | New |
| New World Advisors LLC | 1,360 | $600.0K | 0.17% | +65+5.0% | Added |
| Consolidated Portfolio Review Corp | 1,360 | $599.8K | 0.14% | +290+27.1% | Added |
| MGO Private Wealth, LLC | 1,358 | $599.1K | 0.38% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 6,309 | $598.7K | 0.23% | −1,659−20.8% | Reduced |
| Financial Network Wealth Advisors LLC | 1,356 | $598.5K | 0.45% | +154+12.8% | Added |
| Midwest Financial Group LLC | 1,356 | $598.0K | 0.38% | +1+0.1% | Added |
| Alterna Wealth Management, Inc | 1,354 | $597.3K | 0.52% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 1,353 | $596.9K | 0.02% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 1,351 | $596.0K | 0.27% | −25−1.8% | Reduced |
| Boston Family Office LLC | 1,350 | $596.0K | 0.04% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 1,350 | $595.6K | 0.33% | −15−1.1% | Reduced |
| Convergence Investment Partners, LLC | 1,347 | $594.2K | 0.17% | −32−2.3% | Reduced |
| Avenue 1 Advisors, LLC | 1,343 | $592.5K | 0.24% | −5−0.4% | Reduced |
| Hayek Kallen Investment Management | 1,338 | $590.0K | 0.22% | +20+1.5% | Added |
| BlueSpruce Investments, LP | 1,336 | $589.4K | 0.01% | +1,336 | New |
| Cardiff Park Advisors, LLC | 1,332 | $587.6K | 0.06% | +54+4.2% | Added |
| Matisse Capital | 1,328 | $585.9K | 0.29% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 1,323 | $584.0K | 0.02% | +328+33.0% | Added |
| Sunpointe, LLC | 1,323 | $583.7K | 0.38% | +21+1.6% | Added |
| US Asset Management LLC | 1,318 | $581.0K | 0.52% | −14−1.1% | Reduced |
| Proathlete Wealth Management LLC | 1,317 | $580.9K | 0.28% | +1+0.1% | Added |
| Firethorn Wealth Partners, LLC | 1,314 | $579.8K | 0.33% | +57+4.5% | Added |
| Ausdal Financial Partners, Inc. | 1,306 | $576.2K | 0.06% | +80+6.5% | Added |
| Tobam | 1,305 | $576.0K | 0.09% | −425−24.6% | Reduced |
| Gries Financial LLC | 1,302 | $574.4K | 0.12% | −2,337−64.2% | Reduced |
| Claret Asset Management Corp | 1,293 | $571.0K | 0.10% | +74+6.1% | Added |
| MBL Wealth, LLC | 1,294 | $570.9K | 0.06% | +1+0.1% | Added |
| Wedge Capital Management L L P | 1,290 | $569.1K | 0.01% | −111−7.9% | Reduced |
| Northwest Bancshares, Inc. | 1,286 | $567.3K | 0.10% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,279 | $564.2K | 0.09% | 00.0% | Unchanged |
| Skylands Capital, LLC | 1,275 | $562.5K | 0.08% | −25−1.9% | Reduced |
| Gerber, LLC | 1,275 | $562.5K | 0.44% | 00.0% | Unchanged |
| Fiduciary Alliance LLC | 1,263 | $561.7K | 0.09% | +467+58.7% | Added |
| Lebenthal Global Advisors, LLC | 1,272 | $561.2K | 0.12% | +147+13.1% | Added |
| Laidlaw Wealth Management LLC | 1,272 | $561.2K | 0.31% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 1,272 | $561.2K | 0.32% | +225+21.5% | Added |
| Bank Hapoalim BM | 1,271 | $561.0K | 0.08% | −96−7.0% | Reduced |
| Cidel Asset Management Inc | 1,270 | $560.3K | 0.04% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 1,269 | $560.0K | 0.35% | +71+5.9% | Added |
| Warther Private Wealth, LLC | 1,264 | $557.8K | 0.22% | +699+123.7% | Added |
| Capital Advisors Inc | 1,263 | $557.2K | 0.01% | −8−0.6% | Reduced |
| Trueblood Wealth Management, LLC | 1,260 | $555.9K | 0.31% | −1−0.1% | Reduced |
| Cable Hill Partners, LLC | 1,252 | $552.3K | 0.06% | +1,252 | New |
| LaFleur & Godfrey LLC | 1,250 | $551.5K | 0.08% | 00.0% | Unchanged |
| Aristides Capital LLC | 1,250 | $551.5K | 0.23% | 00.0% | Unchanged |
| New England Research & Management, Inc. | 1,250 | $551.0K | 0.26% | +1,250 | New |
| Epic Trust Investment Advisors, LLC | 1,245 | $549.3K | 0.61% | −114−8.4% | Reduced |
| HTLF Bank | 1,243 | $548.4K | 0.06% | −24−1.9% | Reduced |
| Fort Pitt Capital Group, LLC | 1,243 | $548.4K | 0.02% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,243 | $548.4K | 0.04% | +3+0.2% | Added |
| Summit Asset Management, LLC | 1,240 | $547.0K | 0.11% | +175+16.4% | Added |
| Symphony Financial Services, Inc. | 1,225 | $546.7K | 0.47% | +1,225 | New |
| Tanaka Capital Management Inc | 1,236 | $545.0K | 1.29% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 1,235 | $544.8K | 0.89% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 1,233 | $544.0K | 0.27% | +386+45.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,228 | $541.7K | 0.12% | +7+0.6% | Added |