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 |
|---|---|---|---|---|---|
| Tuttle Tactical Management | 523 | $233.8K | 1.41% | +523 | New |
| Monticello Wealth Management, LLC | 528 | $233.0K | 0.02% | +15+2.9% | Added |
| Alerus Financial NA | 527 | $232.5K | 0.02% | −41−7.2% | Reduced |
| First American Trust, FSB | 525 | $231.7K | 0.02% | −193−26.9% | Reduced |
| Valued Retirements, Inc. | 525 | $231.6K | 0.35% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 525 | $231.5K | 0.10% | −11−2.1% | Reduced |
| Cahaba Wealth Management, Inc. | 524 | $231.3K | 0.02% | +6+1.2% | Added |
| apricus wealth, LLC | 524 | $231.2K | 0.17% | +524 | New |
| Wealthstream Advisors, Inc. | 523 | $230.8K | 0.08% | +36+7.4% | Added |
| Capital Advisory Group Advisory Services, LLC | 523 | $230.7K | 0.10% | 00.0% | Unchanged |
| Acorn Creek Capital LLC | 521 | $229.8K | 0.14% | −9−1.7% | Reduced |
| WR Wealth Planners, LLC | 520 | $229.4K | 0.07% | −13−2.4% | Reduced |
| Fulton Breakefield Broenniman LLC | 520 | $229.3K | 0.02% | +1+0.2% | Added |
| Global Strategic Investment Solutions, LLC | 519 | $229.0K | 0.03% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 518 | $228.5K | 0.03% | +27+5.5% | Added |
| MB, Levis & Associates, LLC | 517 | $228.1K | 0.12% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 517 | $228.1K | 0.69% | +517 | New |
| Rooted Wealth Advisors, Inc. | 508 | $228.0K | 0.10% | +9+1.8% | Added |
| Precedent Wealth Partners, LLC | 515 | $227.3K | 0.09% | +4+0.8% | Added |
| Ellenbecker Investment Group | 510 | $225.3K | 0.05% | +510 | New |
| Eagle Strategies LLC | 510 | $224.9K | 0.04% | −957−65.2% | Reduced |
| Apeiron RIA LLC | 509 | $224.8K | 0.07% | +3+0.6% | Added |
| Roberts Glore & Co Inc | 508 | $224.1K | 0.07% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 508 | $223.9K | 0.03% | +1+0.2% | Added |
| SMART Wealth LLC | 507 | $223.7K | 0.09% | +507 | New |
| United Advisor Group, LLC | 506 | $223.2K | 0.07% | +506 | New |
| Weaver Consulting Group | 505 | $222.8K | 0.08% | −191−27.4% | Reduced |
| 1776 Wealth LLC | 505 | $222.8K | 0.10% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 505 | $222.8K | 0.03% | +20+4.1% | Added |
| Financial Management Professionals, Inc. | 504 | $222.0K | 0.03% | +12+2.4% | Added |
| Northside Capital Management, LLC | 503 | $221.8K | 0.04% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 502 | $221.5K | 0.05% | +502 | New |
| Doheny Asset Management | 500 | $221.0K | 0.16% | −4−0.8% | Reduced |
| Landmark Wealth Management, LLC | 501 | $221.0K | 0.17% | 00.0% | Unchanged |
| Unio Capital LLC | 500 | $220.6K | 0.09% | −1,200−70.6% | Reduced |
| RE Dickinson Investment Advisors, LLC | 500 | $220.6K | 0.13% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 500 | $220.6K | 0.10% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 500 | $220.6K | 0.21% | 00.0% | Unchanged |
| Channel Wealth LLC | 500 | $220.6K | 0.08% | 00.0% | Unchanged |
| TCWP LLC | 500 | $220.6K | 0.54% | +9+1.8% | Added |
| Lodestar Private Asset Management LLC | 500 | $220.5K | 0.03% | −22−4.2% | Reduced |
| LS Investment Advisors, LLC | 498 | $219.7K | 0.03% | 00.0% | Unchanged |
| Builder Investment Group Inc | 496 | $218.8K | 0.06% | 00.0% | Unchanged |
| Pacific Capital Wealth Advisors, Inc | 496 | $218.8K | 0.04% | +47+10.5% | Added |
| West Bancorporation Inc | 495 | $218.4K | 0.16% | −18−3.5% | Reduced |
| Gibson Capital, LLC | 495 | $218.4K | 0.05% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 495 | $218.4K | 0.13% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 495 | $218.4K | 0.05% | +76+18.1% | Added |
| AJ Advisors, LLC | 494 | $218.0K | 0.12% | −108−17.9% | Reduced |
| Kingfisher Capital LLC | 495 | $218.0K | 0.05% | 00.0% | Unchanged |
| Financial Enhancement Group LLC | 468 | $216.4K | 0.03% | +5+1.1% | Added |
| Fluent Financial, LLC | 490 | $216.2K | 0.11% | +15+3.2% | Added |
| RNC Capital Management LLC | 490 | $216.0K | 0.01% | +45+10.1% | Added |
| Wayfinding Financial, LLC | 490 | $216.0K | 0.12% | −10−2.0% | Reduced |
| Quadrant Private Wealth Management, LLC | 489 | $215.7K | 0.05% | +489 | New |
| Eagle Bay Advisors LLC | 488 | $215.3K | 0.13% | −230−32.0% | Reduced |
| Heartwood Wealth Advisors LLC | 488 | $215.3K | 0.03% | +488 | New |
| Syverson Strege & Co | 488 | $215.3K | 0.07% | +488 | New |
| Regimen Wealth, LLC | 487 | $214.9K | 0.07% | +1+0.2% | Added |
| Oxford Asset Management LLP | 486 | $214.4K | 0.21% | −602−55.3% | Reduced |
| Perfromance Wealth Partners, LLC | 486 | $214.4K | 0.01% | +486 | New |
| Palogic Value Management, L.P. | 484 | $213.5K | 0.09% | +8+1.7% | Added |
| Carrera Capital Advisors | 483 | $213.1K | 0.07% | +483 | New |
| GGM Financials LLC | 482 | $212.8K | 0.20% | +482 | New |
| Elwood & Goetz Wealth Advisory Group, LLC | 482 | $212.7K | 0.06% | −53−9.9% | Reduced |
| US Financial Advisors, LLC | 482 | $212.7K | 0.07% | +482 | New |
| Heritage Wealth Management, Inc. | 473 | $212.6K | 0.07% | +473 | New |
| Flynn Zito Capital Management, LLC | 481 | $212.0K | 0.11% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 497 | $212.0K | 0.23% | +4+0.8% | Added |
| Shakespeare Wealth Management, Inc. | 480 | $211.8K | 0.06% | +2+0.4% | Added |
| Marex Group plc | 480 | $211.8K | 0.01% | +480 | New |
| Boston Mountain Money Management Inc | 480 | $211.6K | 0.14% | −430−47.3% | Reduced |
| Yoder Wealth Management, Inc. | 479 | $211.3K | 0.14% | +2+0.4% | Added |
| Correct Capital Wealth Management | 476 | $210.0K | 0.05% | 00.0% | Unchanged |
| Heathbridge Capital Management Ltd. | 475 | $209.6K | 0.09% | 00.0% | Unchanged |
| Coastal Bridge Advisors, LLC | 473 | $208.7K | 0.05% | −172−26.7% | Reduced |
| Von Berge Wealth Management Group, LLC | 476 | $208.2K | 0.13% | +1+0.2% | Added |
| Hill Investment Group Partners, LLC | 470 | $207.6K | 0.03% | +17+3.8% | Added |
| Financial Symmetry Inc | 470 | $207.3K | 0.16% | 00.0% | Unchanged |
| Main Street Research LLC | 468 | $206.7K | 0.01% | −92−16.4% | Reduced |
| Camden National Bank | 466 | $205.6K | 0.03% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 466 | $205.6K | 0.15% | +34+7.9% | Added |
| Provident Wealth Management, LLC | 466 | $205.6K | 0.08% | +466 | New |
| Bedell Frazier Investment Counseling, LLC | 465 | $205.1K | 0.05% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 465 | $205.1K | 0.05% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 425 | $204.7K | 0.06% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 464 | $204.7K | 0.08% | +42+10.0% | Added |
| Bill Few Associates, Inc. | 464 | $204.7K | 0.08% | +464 | New |
| Finivi Inc. | 463 | $204.4K | 0.17% | +9+2.0% | Added |
| Carl P. Sherr & Co., LLC | 463 | $204.3K | 0.11% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 462 | $203.7K | 0.19% | +1+0.2% | Added |
| Evolution Wealth Advisors, LLC | 460 | $203.2K | 0.04% | +29+6.7% | Added |
| Garrett Wealth Advisory Group, LLC | 460 | $202.9K | 0.07% | +460 | New |
| Bank of New Hampshire | 460 | $202.9K | 0.05% | −60−11.5% | Reduced |
| LJI Wealth Management, LLC | 459 | $202.5K | 0.04% | 00.0% | Unchanged |
| Addison Advisors LLC | 458 | $202.1K | 0.07% | +3+0.7% | Added |
| Landaas & Co | 457 | $202.0K | 0.06% | 00.0% | Unchanged |
| New Millennium Group LLC | 458 | $201.9K | 0.13% | −28−5.8% | Reduced |
| REAP Financial Group, LLC | 457 | $201.6K | 0.05% | −3−0.7% | Reduced |
| Granite Group Advisors, LLC | 456 | $201.2K | 0.15% | −4−0.9% | Reduced |