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 10 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 |
|---|---|---|---|---|---|
| HHM Wealth Advisors, LLC | 634 | $279.7K | 0.04% | −39−5.8% | Reduced |
| Tower View Investment Management & Research LLC | 634 | $279.6K | 0.16% | +23+3.8% | Added |
| Red Door Wealth Management, LLC | 633 | $279.3K | 0.05% | 00.0% | Unchanged |
| Wealthquest Corp | 633 | $279.3K | 0.03% | +3+0.5% | Added |
| WealthBridge Investment Counsel Inc. | 632 | $279.0K | 0.11% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 632 | $278.8K | 0.16% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 631 | $278.3K | 0.09% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 632 | $278.1K | 0.19% | −81−11.4% | Reduced |
| Oak Thistle LLC | 629 | $277.5K | 0.21% | +629 | New |
| Carolina Wealth Advisors, LLC | 627 | $276.6K | 0.14% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 624 | $275.9K | 0.10% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 624 | $275.4K | 0.09% | −104−14.3% | Reduced |
| Glass Jacobson Investment Advisors llc | 624 | $275.3K | 0.10% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 623 | $274.9K | 0.12% | −12−1.9% | Reduced |
| Opal Wealth Advisors, LLC | 622 | $274.4K | 0.09% | +8+1.3% | Added |
| Root Financial Partners, LLC | 622 | $274.3K | 0.06% | +622 | New |
| Safeguard Financial, LLC | 620 | $273.7K | 0.08% | +162+35.4% | Added |
| Vigilare Wealth Management | 620 | $273.5K | 0.12% | 00.0% | Unchanged |
| Emerald Advisors, LLC | 619 | $273.0K | 0.04% | +38+6.5% | Added |
| Founders Financial Securities LLC | 617 | $272.2K | 0.03% | +44+7.7% | Added |
| Arlington Trust Co LLC | 616 | $271.8K | 0.06% | −1,031−62.6% | Reduced |
| Hexagon Capital Partners LLC | 616 | $271.8K | 0.06% | +24+4.1% | Added |
| Denver Wealth Management, Inc. | 614 | $271.0K | 0.14% | −80−11.5% | Reduced |
| Kavar Capital Partners Group, LLC | 613 | $270.4K | 0.05% | +108+21.4% | Added |
| Leslie Global Wealth, LLC | 613 | $270.4K | 0.16% | +613 | New |
| Allegheny Financial Group LTD | 613 | $270.3K | 0.08% | +179+41.2% | Added |
| West Michigan Advisors, LLC | 610 | $269.1K | 0.09% | −36−5.6% | Reduced |
| Luts & Greenleigh Group, Inc | 608 | $268.3K | 0.28% | +608 | New |
| Element Pointe Advisors, LLC | 608 | $268.2K | 0.07% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 607 | $267.9K | 0.21% | +21+3.6% | Added |
| Centennial Wealth Advisory LLC | 607 | $267.8K | 0.12% | +170+38.9% | Added |
| Horst & Graben Wealth Management LLC | 605 | $267.0K | 0.05% | −225−27.1% | Reduced |
| Andina Capital Management, LLC | 604 | $266.5K | 0.20% | +100+19.8% | Added |
| Bond & Devick Financial Network, Inc. | 603 | $266.0K | 0.14% | +8+1.3% | Added |
| Fusion Family Wealth LLC | 602 | $265.6K | 0.03% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 599 | $264.5K | 0.02% | +8+1.4% | Added |
| Darwin Advisors, LLC | 596 | $263.1K | 0.13% | −14−2.3% | Reduced |
| O'Dell Group, LLC | 546 | $262.9K | 0.06% | 00.0% | Unchanged |
| Baldwin Brothers Inc | 596 | $262.9K | 0.02% | 00.0% | Unchanged |
| GPM Growth Investors, Inc. | 596 | $262.9K | 0.11% | +596 | New |
| Barrett & Company, Inc. | 596 | $262.8K | 0.12% | 00.0% | Unchanged |
| Klein Pavlis & Peasley Financial, Inc. | 592 | $261.2K | 0.23% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 589 | $259.8K | 0.05% | 00.0% | Unchanged |
| Laurion Capital Management LP | 589 | $259.8K | 0.01% | +589 | New |
| Noesis Capital Mangement Corp | 588 | $259.4K | 0.06% | −100−14.5% | Reduced |
| Blue Chip Partners, Inc. | 586 | $258.5K | 0.02% | −15−2.5% | Reduced |
| Highview Capital Management LLC | 586 | $258.5K | 0.11% | −48−7.6% | Reduced |
| Cowa, LLC | 585 | $258.1K | 0.14% | 00.0% | Unchanged |
| Campbell Wealth Management | 585 | $258.0K | 0.08% | −1−0.2% | Reduced |
| Integral Investment Advisors, Inc. | 582 | $257.7K | 0.10% | +17+3.0% | Added |
| Stage Harbor Financial, LLC | 582 | $256.8K | 0.25% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 581 | $256.4K | 0.05% | +1+0.2% | Added |
| American Capital Advisory, LLC | 600 | $255.9K | 0.18% | 00.0% | Unchanged |
| Goldstream Capital Management Ltd | 580 | $255.9K | 0.12% | −40−6.5% | Reduced |
| Morton Capital Management LLC | 579 | $255.4K | 0.06% | −8−1.4% | Reduced |
| Garner Asset Management Corp | 578 | $255.0K | 0.12% | 00.0% | Unchanged |
| Industrial Alliance Investment Management Inc. | 575 | $254.0K | 0.14% | +575 | New |
| Accel Wealth Management | 575 | $253.7K | 0.10% | +575 | New |
| ICONIQ Capital, LLC | 575 | $253.7K | 0.01% | +575 | New |
| Western Financial Corp | 573 | $252.9K | 0.15% | +3+0.5% | Added |
| Trinity Financial Advisors LLC | 573 | $252.9K | 0.11% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 573 | $252.6K | 0.14% | +31+5.7% | Added |
| N.E.W. Advisory Services LLC | 572 | $252.3K | 0.03% | +25+4.6% | Added |
| Arcadia Investment Management Corp | 568 | $250.6K | 0.04% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 568 | $250.6K | 0.06% | +9+1.6% | Added |
| Breed's Hill Capital LLC | 567 | $250.1K | 0.22% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 567 | $250.0K | 0.04% | −28−4.7% | Reduced |
| Holistic Financial Partners | 566 | $249.5K | 0.13% | +108+23.6% | Added |
| Centennial Bank | 565 | $249.3K | 0.12% | −100−15.0% | Reduced |
| Wharton Business Group, LLC | 565 | $249.0K | 0.01% | +24+4.4% | Added |
| Betterment LLC | 563 | $248.0K | 0.00% | +563 | New |
| Marco Investment Management LLC | 561 | $247.5K | 0.02% | 00.0% | Unchanged |
| Meyer Handelman Co | 560 | $247.1K | 0.01% | 00.0% | Unchanged |
| Payden & Rygel Investment Group | 560 | $247.0K | 0.02% | 00.0% | Unchanged |
| Payden & Rygel | 560 | $247.0K | 0.02% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 552 | $246.9K | 0.01% | +552 | New |
| Watershed Private Wealth LLC | 559 | $246.6K | 0.10% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 558 | $246.2K | 0.09% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 555 | $244.8K | 0.08% | 00.0% | Unchanged |
| Sumitomo Mitsui Financial Group, Inc. | 550 | $243.5K | 0.01% | 00.0% | Unchanged |
| Umpqua Bank | 551 | $243.1K | 0.09% | −10−1.8% | Reduced |
| Operose Advisors LLC | 551 | $243.1K | 0.09% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 551 | $243.1K | 0.09% | +551 | New |
| Financial Advisory Partners, LLC | 550 | $242.6K | 0.09% | 00.0% | Unchanged |
| Wealth Effects LLC | 548 | $241.8K | 0.09% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 546 | $240.9K | 0.01% | −12−2.2% | Reduced |
| Legacy Bridge, LLC | 545 | $240.4K | 0.14% | 00.0% | Unchanged |
| Apollon Financial, LLC | 544 | $240.0K | 0.08% | −30−5.2% | Reduced |
| Jackson Thornton Asset Management, LLC | 543 | $239.6K | 0.04% | −3−0.5% | Reduced |
| Legacy Financial Strategies, LLC | 534 | $239.5K | 0.06% | +26+5.1% | Added |
| TCP Asset Management, LLC | 541 | $238.7K | 0.06% | +40+8.0% | Added |
| Financial & Tax Architects, LLC | 539 | $237.8K | 0.06% | −4−0.7% | Reduced |
| LPWM LLC | 532 | $237.4K | 0.08% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 538 | $237.3K | 0.13% | +45+9.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 538 | $237.0K | 0.07% | +13+2.5% | Added |
| Cornell Pochily Investment Advisors, Inc. | 537 | $236.9K | 0.09% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 532 | $234.8K | 0.10% | +100+23.1% | Added |
| Alta Wealth Advisors LLC | 532 | $234.7K | 0.12% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 532 | $234.7K | 0.03% | +6+1.1% | Added |
| Fountainhead AM, LLC | 530 | $233.8K | 0.06% | 00.0% | Unchanged |