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 |
|---|---|---|---|---|---|
| Cerro Pacific Wealth Advisors LLC | 878 | $387.4K | 0.15% | +878 | New |
| Hudock, Inc. | 878 | $387.4K | 0.07% | +1+0.1% | Added |
| Stonebridge Capital Advisors LLC | 876 | $386.5K | 0.03% | −65−6.9% | Reduced |
| First Business Financial Services, Inc. | 875 | $386.0K | 0.04% | 00.0% | Unchanged |
| Somerset Trust Co | 875 | $386.0K | 0.16% | +27+3.2% | Added |
| Cascade Investment Group, Inc. | 874 | $385.6K | 0.30% | −720−45.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 872 | $384.7K | 0.08% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 871 | $384.3K | 0.17% | +871 | New |
| Meridian Wealth Partners, LLC | 867 | $382.6K | 0.07% | +53+6.5% | Added |
| Wellington Shields & Co., LLC | 867 | $382.5K | 0.12% | +200+30.0% | Added |
| Gerber Kawasaki Wealth & Investment Management | 864 | $381.2K | 0.02% | +44+5.4% | Added |
| Dogwood Wealth Management LLC | 863 | $380.8K | 0.23% | +177+25.8% | Added |
| Heck Capital Advisors, LLC | 860 | $379.4K | 0.05% | 00.0% | Unchanged |
| Planning Capital Management Corp | 859 | $379.0K | 0.27% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 859 | $379.0K | 0.06% | +10+1.2% | Added |
| Axiom Advisory, LLC | 831 | $378.7K | 0.00% | +831 | New |
| First Financial Corp | 858 | $378.5K | 0.19% | −56−6.1% | Reduced |
| Valley National Advisers Inc | 850 | $375.0K | 0.06% | −35−4.0% | Reduced |
| Waters Parkerson & Co., LLC | 850 | $375.0K | 0.02% | 00.0% | Unchanged |
| David R. Rahn & Associates Inc. | 850 | $375.0K | 0.12% | −278−24.6% | Reduced |
| Allen Capital Group, LLC | 850 | $375.0K | 0.05% | +178+26.5% | Added |
| Family Management Corp | 849 | $374.5K | 0.07% | −34−3.9% | Reduced |
| Financial Council Asset Management Inc | 849 | $374.5K | 0.21% | +27+3.3% | Added |
| DSC Advisors, L.P. | 843 | $371.9K | 1.24% | −19−2.2% | Reduced |
| Arden Trust Co | 843 | $371.9K | 0.05% | −5−0.6% | Reduced |
| Echo45 Advisors LLC | 839 | $370.1K | 0.26% | −69−7.6% | Reduced |
| Lockerman Financial Group, Inc. | 837 | $369.3K | 0.67% | −2−0.2% | Reduced |
| Triasima Portfolio Management inc. | 837 | $369.3K | 0.03% | +8+1.0% | Added |
| Crestmont Private Wealth LLC | 836 | $368.8K | 0.18% | −21−2.5% | Reduced |
| Spectrum Wealth Counsel, LLC | 835 | $368.4K | 0.05% | −23−2.7% | Reduced |
| Fortress Wealth Group, LLC | 830 | $366.8K | 0.18% | 00.0% | Unchanged |
| Motive Wealth Advisors | 830 | $366.2K | 0.22% | −21−2.5% | Reduced |
| Members Wealth LLC | 649 | $365.0K | 0.24% | +649 | New |
| Montis Financial, LLC | 827 | $364.8K | 0.17% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 827 | $364.8K | 0.16% | +10+1.2% | Added |
| Israel Discount Bank of New York | 826 | $364.4K | 0.58% | −676−45.0% | Reduced |
| Chemung Canal Trust Co | 826 | $364.4K | 0.07% | −15−1.8% | Reduced |
| Sage Private Wealth Group, LLC | 822 | $363.0K | 0.31% | +24+3.0% | Added |
| Invst, LLC | 829 | $362.8K | 0.04% | +102+14.0% | Added |
| Lynx Capital Group Ltd | 817 | $360.4K | 0.25% | 00.0% | Unchanged |
| Albion Financial Group | 816 | $360.0K | 0.03% | −50−5.8% | Reduced |
| Canvas Wealth Advisors, LLC | 803 | $359.3K | 0.11% | −8−1.0% | Reduced |
| PBMares Wealth Management LLC | 814 | $359.1K | 0.09% | −12−1.5% | Reduced |
| Paul Damon & Associates, Inc. | 812 | $358.2K | 0.24% | −21−2.5% | Reduced |
| Austin Private Wealth, LLC | 809 | $356.9K | 0.04% | −30−3.6% | Reduced |
| Benin Management CORP | 809 | $356.9K | 0.11% | +15+1.9% | Added |
| Sigma Investment Counselors Inc | 808 | $356.5K | 0.02% | −109−11.9% | Reduced |
| Pinnacle Bancorp, Inc. | 807 | $356.0K | 0.11% | +75+10.2% | Added |
| Oldfather Financial Services, LLC | 806 | $355.6K | 0.15% | −26−3.1% | Reduced |
| Belmont Capital, LLC | 803 | $354.3K | 0.07% | +700+679.6% | Added |
| Heritage Investment Group, Inc. | 802 | $354.0K | 0.07% | +1+0.1% | Added |
| Capstone Financial Advisors, Inc. | 802 | $353.7K | 0.02% | 00.0% | Unchanged |
| Cherrydale Wealth Management, LLC | 801 | $353.6K | 0.16% | +100+14.3% | Added |
| Quilter Plc | 801 | $353.4K | 0.01% | +22+2.8% | Added |
| Constitution Capital LLC | 800 | $352.9K | 0.19% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 800 | $352.9K | 0.11% | 00.0% | Unchanged |
| North Ridge Wealth Advisors, Inc. | 800 | $352.9K | 0.27% | +800 | New |
| Versant Capital Management, Inc | 799 | $352.5K | 0.09% | +208+35.2% | Added |
| Clarity Financial LLC | 797 | $351.8K | 0.05% | +19+2.4% | Added |
| Fortis Advisors, LLC | 796 | $351.2K | 0.25% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 796 | $351.2K | 0.06% | +537+207.3% | Added |
| AlphaCore Capital LLC | 796 | $351.2K | 0.08% | +796 | New |
| Mountain Pacific Investment Advisers Inc | 795 | $350.7K | 0.03% | −11−1.4% | Reduced |
| McIlrath & Eck, LLC | 794 | $350.1K | 0.05% | −14−1.7% | Reduced |
| Frisch Financial Group, Inc. | 793 | $350.0K | 0.11% | +107+15.6% | Added |
| Elevatus Welath Management | 791 | $349.1K | 0.13% | −277−25.9% | Reduced |
| Catalyst Private Wealth, LLC | 789 | $348.1K | 0.18% | −122−13.4% | Reduced |
| Mason & Associates Inc | 789 | $348.0K | 0.09% | +40+5.3% | Added |
| Verity Asset Management, Inc. | 787 | $347.2K | 0.14% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 787 | $347.0K | 0.26% | +1+0.1% | Added |
| Occidental Asset Management, LLC | 787 | $347.0K | 0.06% | +189+31.6% | Added |
| Wintrust Investments LLC | 786 | $347.0K | 0.03% | +151+23.8% | Added |
| Plante Moran Financial Advisors, LLC | 786 | $346.8K | 0.03% | +110+16.3% | Added |
| Endowment Wealth Management, Inc. | 786 | $346.6K | 0.25% | −3−0.4% | Reduced |
| Trilogy Capital Inc. | 784 | $345.9K | 0.02% | −114−12.7% | Reduced |
| Acima Private Wealth, LLC | 784 | $345.9K | 0.13% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 784 | $345.9K | 0.10% | −26−3.2% | Reduced |
| Cohen & Steers, Inc. | 782 | $345.0K | 0.00% | −177−18.5% | Reduced |
| Cardinal Strategic Wealth Guidance | 782 | $345.0K | 0.12% | −23−2.9% | Reduced |
| Harbor Group, Inc. | 782 | $345.0K | 0.09% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 780 | $344.1K | 0.05% | −10−1.3% | Reduced |
| BCS Wealth Management | 778 | $343.0K | 0.17% | −65−7.7% | Reduced |
| Armstrong, Fleming & Moore, Inc | 776 | $342.4K | 0.22% | −24−3.0% | Reduced |
| Intrinsic Value Partners, LLC | 776 | $342.3K | 0.36% | −20−2.5% | Reduced |
| Oberweis Asset Management Inc | 776 | $342.2K | 0.02% | 00.0% | Unchanged |
| Private Client Services, LLC | 775 | $341.9K | 0.21% | +23+3.1% | Added |
| Lakeside Advisors, INC. | 775 | $341.9K | 0.22% | −35−4.3% | Reduced |
| Advisors Preferred, LLC | 780 | $341.3K | 0.06% | −37−4.5% | Reduced |
| Willner & Heller, LLC | 772 | $340.4K | 0.33% | +38+5.2% | Added |
| Millennium Capital Advisors, LLC | 770 | $339.9K | 0.23% | −1−0.1% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 770 | $339.8K | 0.15% | +19+2.5% | Added |
| Colonial Trust Co | 768 | $338.7K | 0.06% | +11+1.5% | Added |
| Caldwell Sutter Capital, Inc. | 767 | $338.4K | 0.17% | −35−4.4% | Reduced |
| Wulff, Hansen & Co. | 765 | $337.5K | 0.33% | −130−14.5% | Reduced |
| Aletheian Wealth Advisors LLC | 765 | $337.5K | 0.18% | +127+19.9% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 765 | $337.4K | 0.08% | +152+24.8% | Added |
| Crown Wealth Group, LLC | 763 | $336.6K | 0.17% | +12+1.6% | Added |
| Colonial Trust Advisors | 763 | $336.6K | 0.03% | −2,021−72.6% | Reduced |
| Encompass More Asset Management | 763 | $336.5K | 0.24% | +281+58.3% | Added |
| BIP Wealth, LLC | 762 | $336.2K | 0.03% | −135−15.1% | Reduced |