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 |
|---|---|---|---|---|---|
| Deroy & Devereaux Private Investment Counsel Inc | 1,226 | $541.0K | 0.03% | 00.0% | Unchanged |
| Riverwater Partners LLC | 1,225 | $540.4K | 0.40% | −35−2.8% | Reduced |
| ERTS Wealth Advisors, LLC | 1,224 | $540.0K | 0.11% | −1−0.1% | Reduced |
| First Command Advisory Services, Inc. | 1,217 | $536.9K | 0.01% | −10−0.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,214 | $535.6K | 0.07% | 00.0% | Unchanged |
| Sym Financial Corp | 1,212 | $534.9K | 0.09% | +728+150.4% | Added |
| Westover Capital Advisors, LLC | 1,212 | $534.7K | 0.14% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 1,211 | $533.1K | 0.10% | +3+0.2% | Added |
| Granite Harbor Advisors, Inc. | 1,206 | $532.0K | 0.34% | +4+0.3% | Added |
| Guerra Pan Advisors, LLC | 1,204 | $531.2K | 0.44% | +136+12.7% | Added |
| Exchange Bank | 1,204 | $531.2K | 0.45% | −13−1.1% | Reduced |
| Rede Wealth, LLC | 1,201 | $529.8K | 0.49% | −2−0.2% | Reduced |
| TruWealth Advisors, LLC | 1,200 | $529.4K | 0.04% | +11+0.9% | Added |
| Values Added Financial LLC | 1,199 | $529.0K | 0.38% | −42−3.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,196 | $527.6K | 0.18% | −47−3.8% | Reduced |
| Aries Wealth Management | 1,196 | $527.6K | 0.17% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,191 | $525.3K | 0.02% | +95+8.7% | Added |
| Silicon Valley Capital Partners | 1,190 | $525.1K | 0.07% | +1+0.1% | Added |
| Verus Capital Partners, LLC | 1,188 | $524.0K | 0.05% | +17+1.5% | Added |
| Tradition Wealth Management, LLC | 1,187 | $523.7K | 0.05% | +3+0.3% | Added |
| Aureus Asset Management, LLC | 1,187 | $523.7K | 0.04% | −10−0.8% | Reduced |
| Foster & Motley Inc | 1,186 | $523.0K | 0.04% | +166+16.3% | Added |
| Western Pacific Wealth Management, LP | 1,185 | $523.0K | 0.40% | −17−1.4% | Reduced |
| Smith Anglin Financial, LLC | 1,185 | $522.6K | 0.05% | −52−4.2% | Reduced |
| DCM Advisors, LLC | 1,184 | $522.1K | 0.28% | +62+5.5% | Added |
| Financial Perspectives, Inc | 1,183 | $522.1K | 0.19% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 1,180 | $521.0K | 0.30% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 1,179 | $520.0K | 0.05% | +43+3.8% | Added |
| Centerpoint Advisors, LLC | 1,177 | $519.0K | 0.19% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,176 | $518.8K | 0.15% | +15+1.3% | Added |
| MBE Wealth Management, LLC | 1,175 | $518.4K | 0.31% | +6+0.5% | Added |
| Cassaday & Co Wealth Management LLC | 1,175 | $518.4K | 0.02% | +75+6.8% | Added |
| Jackson Hole Capital Partners, LLC | 1,174 | $518.0K | 0.11% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 1,182 | $517.9K | 0.06% | −93−7.3% | Reduced |
| Hillsdale Investment Management Inc. | 1,171 | $516.6K | 0.04% | −40−3.3% | Reduced |
| Atlas Private Wealth Advisors | 1,168 | $515.4K | 0.08% | +584+100.0% | Added |
| Sterling Investment Counsel, LLC | 1,168 | $515.3K | 0.20% | −695−37.3% | Reduced |
| Clean Yield Group | 1,168 | $515.3K | 0.19% | −10−0.8% | Reduced |
| Seven Post Investment Office LP | 1,165 | $514.0K | 0.10% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 1,163 | $513.1K | 0.11% | 00.0% | Unchanged |
| Navalign, LLC | 1,162 | $512.6K | 0.16% | −16−1.4% | Reduced |
| New Wave Wealth Advisors LLC | 1,162 | $512.6K | 0.28% | +1,162 | New |
| Lodestone Wealth Management LLC | 1,158 | $511.0K | 0.27% | +78+7.2% | Added |
| Prelude Capital Management, LLC | 1,158 | $510.9K | 0.04% | +1,158 | New |
| Harvest Portfolios Group Inc. | 1,157 | $510.4K | 0.02% | −293−20.2% | Reduced |
| FSM Wealth Advisors, LLC | 1,150 | $507.5K | 0.17% | −10−0.9% | Reduced |
| Diversified Portfolios, Inc. | 1,150 | $507.3K | 0.07% | −25−2.1% | Reduced |
| Keystone Financial Group | 1,149 | $506.9K | 0.18% | −27−2.3% | Reduced |
| One River Asset Management, LLC | 1,140 | $502.9K | 0.27% | −8,370−88.0% | Reduced |
| Becker Capital Management Inc | 1,140 | $502.9K | 0.02% | 00.0% | Unchanged |
| Compagnie Lombard Odier SCmA | 1,140 | $502.9K | 0.01% | +300+35.7% | Added |
| Barlow Wealth Partners, Inc. | 1,162 | $502.5K | 0.07% | +200+20.8% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,139 | $502.5K | 0.10% | −5−0.4% | Reduced |
| Covestor Ltd | 1,138 | $501.0K | 0.32% | −34−2.9% | Reduced |
| Boyd Watterson Asset Management LLC | 1,134 | $500.3K | 0.14% | +5+0.4% | Added |
| CNB Bank | 1,133 | $499.8K | 0.24% | −208−15.5% | Reduced |
| Norway Savings Bank | 1,131 | $499.0K | 0.28% | −65−5.4% | Reduced |
| Horiko Capital Management LLC | 1,130 | $498.5K | 0.14% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 1,129 | $498.2K | 0.03% | 00.0% | Unchanged |
| Sentinus, LLC | 1,129 | $497.9K | 0.16% | +33+3.0% | Added |
| Manchester Financial Inc | 1,128 | $497.6K | 0.12% | +257+29.5% | Added |
| WESPAC Advisors, LLC | 1,125 | $496.3K | 0.39% | −986−46.7% | Reduced |
| Angeles Investment Advisors, LLC | 1,125 | $496.3K | 0.03% | +486+76.1% | Added |
| Wexford Capital LP | 1,120 | $494.1K | 0.13% | +35+3.2% | Added |
| Cypress Wealth Services, LLC | 1,120 | $493.9K | 0.11% | +97+9.5% | Added |
| LifeSteps Financial, Inc. | 1,119 | $493.7K | 0.41% | −158−12.4% | Reduced |
| NTV Asset Management LLC | 1,113 | $490.9K | 0.07% | +39+3.6% | Added |
| Rappaport Reiches Capital Management, LLC | 1,112 | $490.6K | 0.14% | −20−1.8% | Reduced |
| Callan Family Office, LLC | 1,105 | $487.5K | 0.09% | +341+44.6% | Added |
| Westwood Holdings Group Inc. | 1,103 | $486.6K | 0.00% | +9+0.8% | Added |
| Prism Advisors, Inc. | 1,100 | $485.3K | 0.15% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,098 | $484.4K | 0.06% | −18−1.6% | Reduced |
| Fortitude Advisory Group L.L.C. | 1,098 | $484.3K | 0.29% | −21−1.9% | Reduced |
| KFG Wealth Management, LLC | 1,096 | $483.6K | 0.19% | +42+4.0% | Added |
| Patrick M Sweeney & Associates, Inc | 1,093 | $482.0K | 0.39% | +6+0.6% | Added |
| Park National Corp | 1,086 | $479.1K | 0.02% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 1,086 | $479.1K | 0.08% | +1,086 | New |
| Commonwealth Financial Services, LLC | 1,068 | $476.7K | 0.10% | −111−9.4% | Reduced |
| Fernwood Investment Management, LLC | 1,079 | $476.0K | 0.15% | −30−2.7% | Reduced |
| Baker Boyer National Bank | 1,076 | $474.7K | 0.17% | −400−27.1% | Reduced |
| NorthStar Asset Management LLC | 1,075 | $474.3K | 0.33% | +1+0.1% | Added |
| CWS Financial Advisors, LLC | 1,071 | $472.6K | 0.19% | +10+0.9% | Added |
| MCF Advisors LLC | 1,071 | $472.5K | 0.04% | 00.0% | Unchanged |
| REDW Wealth LLC | 1,065 | $469.8K | 0.12% | −47−4.2% | Reduced |
| X-Square Capital, LLC | 1,060 | $468.0K | 0.22% | +24+2.3% | Added |
| Bedel Financial Consulting, Inc. | 1,058 | $466.7K | 0.07% | +2+0.2% | Added |
| Catalyst Capital Advisors LLC | 1,056 | $465.9K | 0.01% | −1,074−50.4% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,056 | $465.8K | 0.44% | +138+15.0% | Added |
| Sage Rhino Capital LLC | 1,055 | $465.4K | 0.11% | +19+1.8% | Added |
| Conestoga Capital Advisors, LLC | 1,055 | $465.4K | 0.01% | +50+5.0% | Added |
| Appleton Partners Inc | 1,055 | $465.0K | 0.04% | −15−1.4% | Reduced |
| Capital Management Associates, Inc | 1,048 | $462.3K | 0.28% | −60−5.4% | Reduced |
| Davidson Trust Co | 1,047 | $461.9K | 0.32% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 1,046 | $461.5K | 0.06% | +309+41.9% | Added |
| Intrua Financial, LLC | 1,046 | $461.4K | 0.08% | −564−35.0% | Reduced |
| Moore Capital Management, LP | 1,044 | $460.6K | 0.01% | −5,074−82.9% | Reduced |
| Westmount Partners, LLC | 1,052 | $460.5K | 0.15% | +42+4.2% | Added |
| Pullen Investment Management, LLC | 1,043 | $460.1K | 0.38% | −26−2.4% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,043 | $460.0K | 0.13% | −30−2.8% | Reduced |
| Phillips Wealth Planners LLC | 1,060 | $459.7K | 0.48% | −60−5.4% | Reduced |