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; 3,634 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, Q3 2024
Institutional positions in Mastercard Inc as of Sep 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
- 3,147
- +61 vs. Q2 2024
- Shares held
- 719.9M
- +77.1M (+12.0%) vs. Q2 2024
- Total value
- $351.6B
- +$68.0B (+24.0%) vs. Q2 2024
- New holders
- 183
- 1,259 more added
- Sold out
- 122
- 1,231 more reduced
37 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Custom Index Systems, LLC | 1,264 | $624.2K | 0.34% | −8−0.6% | Reduced |
| Summit Asset Management, LLC | 1,265 | $624.7K | 0.12% | +25+2.0% | Added |
| Berkshire Asset Management LLC | 1,427 | $629.5K | 0.03% | 00.0% | Unchanged |
| Gerber, LLC | 1,275 | $629.6K | 0.46% | 00.0% | Unchanged |
| Aveo Capital Partners, LLC | 1,276 | $629.9K | 0.07% | +273+27.2% | Added |
| True North Advisors, LLC | 1,276 | $630.3K | 0.16% | −145−10.2% | Reduced |
| Evermay Wealth Management LLC | 1,279 | $631.6K | 0.10% | 00.0% | Unchanged |
| Deerfield Management Company, L.P. (Series C) | 1,280 | $632.1K | 0.01% | +1,280 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 1,284 | $634.0K | 0.46% | +1,284 | New |
| MBL Wealth, LLC | 1,284 | $634.0K | 0.07% | −10−0.8% | Reduced |
| Wedge Capital Management L L P | 1,285 | $634.5K | 0.01% | −5−0.4% | Reduced |
| Claret Asset Management Corp | 1,285 | $635.0K | 0.10% | −8−0.6% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,287 | $635.4K | 0.50% | +231+21.9% | Added |
| Colonial Trust Co | 1,290 | $636.9K | 0.10% | +522+68.0% | Added |
| Firethorn Wealth Partners, LLC | 1,292 | $638.0K | 0.32% | −22−1.7% | Reduced |
| Paloma Partners Management Co | 1,294 | $639.0K | 0.03% | +583+82.0% | Added |
| New World Advisors LLC | 1,297 | $640.5K | 0.17% | −63−4.6% | Reduced |
| FSM Wealth Advisors, LLC | 1,299 | $641.3K | 0.17% | +149+13.0% | Added |
| Pine Harbor Wealth Management, LLC | 1,300 | $642.3K | 0.32% | −203−13.5% | Reduced |
| Cidel Asset Management Inc | 1,301 | $642.4K | 0.05% | +31+2.4% | Added |
| Lantz Financial LLC | 1,304 | $643.9K | 0.17% | +267+25.7% | Added |
| Convergence Investment Partners, LLC | 1,306 | $644.9K | 0.17% | −41−3.0% | Reduced |
| Cardiff Park Advisors, LLC | 1,308 | $646.1K | 0.06% | −24−1.8% | Reduced |
| AlphaCore Capital LLC | 1,312 | $648.0K | 0.15% | +516+64.8% | Added |
| Peninsula Wealth, LLC | 1,261 | $648.4K | 0.11% | +50+4.1% | Added |
| Proathlete Wealth Management LLC | 1,316 | $650.9K | 0.27% | −1−0.1% | Reduced |
| Prosperity Financial Group, Inc. | 1,323 | $653.5K | 0.37% | +54+4.3% | Added |
| Matisse Capital | 1,328 | $655.8K | 0.32% | 00.0% | Unchanged |
| BlueSpruce Investments, LP | 1,336 | $659.7K | 0.01% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 1,338 | $661.0K | 0.23% | 00.0% | Unchanged |
| Avenue 1 Advisors, LLC | 1,342 | $662.7K | 0.25% | −1−0.1% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,346 | $664.8K | 0.04% | −17−1.2% | Reduced |
| BOS Asset Management, LLC | 1,351 | $667.1K | 0.25% | 00.0% | Unchanged |
| Tobam | 1,352 | $668.0K | 0.12% | +47+3.6% | Added |
| Granite Investment Partners, LLC | 1,353 | $668.1K | 0.03% | 00.0% | Unchanged |
| FJ Capital Management LLC | 1,353 | $668.1K | 0.07% | +1,353 | New |
| NWF Advisory Services Inc. | 1,353 | $668.1K | 0.10% | +463+52.0% | Added |
| Baker Tilly Wealth Management, LLC | 1,358 | $670.7K | 0.30% | −792−36.8% | Reduced |
| Centurion Wealth Management LLC | 1,363 | $673.0K | 0.21% | +1,363 | New |
| Midwest Financial Group LLC | 1,362 | $673.0K | 0.40% | +6+0.4% | Added |
| Alliance Wealth Advisors, LLC | 1,363 | $673.0K | 0.39% | −14−1.0% | Reduced |
| Portland Investment Counsel Inc. | 1,363 | $673.0K | 0.24% | 00.0% | Unchanged |
| FORA Capital, LLC | 1,363 | $673.0K | 0.08% | +1,363 | New |
| D. Scott Neal, Inc. | 1,363 | $673.0K | 0.36% | +13+1.0% | Added |
| Latitude Advisors, LLC | 1,364 | $673.4K | 0.38% | −17−1.2% | Reduced |
| Cable Hill Partners, LLC | 1,368 | $675.5K | 0.07% | +116+9.3% | Added |
| Consolidated Portfolio Review Corp | 1,368 | $675.7K | 0.15% | +8+0.6% | Added |
| Ausdal Financial Partners, Inc. | 1,371 | $677.2K | 0.07% | +65+5.0% | Added |
| Granite Harbor Advisors, Inc. | 1,379 | $681.0K | 0.39% | +173+14.3% | Added |
| Baskin Financial Services Inc. | 1,380 | $681.0K | 0.06% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 1,385 | $683.9K | 0.61% | +31+2.3% | Added |
| Sunpointe, LLC | 1,387 | $684.9K | 0.56% | +64+4.8% | Added |
| US Asset Management LLC | 1,314 | $686.0K | 0.61% | −4−0.3% | Reduced |
| Morris Financial Concepts, Inc. | 1,393 | $687.9K | 0.30% | −89−6.0% | Reduced |
| Sym Financial Corp | 1,393 | $688.1K | 0.09% | +181+14.9% | Added |
| Atticus Wealth Management, LLC | 1,397 | $689.9K | 0.22% | −81−5.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,398 | $690.4K | 0.17% | +20+1.5% | Added |
| SkyOak Wealth, LLC | 1,400 | $691.3K | 0.15% | 00.0% | Unchanged |
| ORG Wealth Partners, LLC | 1,404 | $693.7K | 0.23% | +1,404 | New |
| D'Orazio & Associates, Inc. | 1,405 | $693.8K | 0.10% | +34+2.5% | Added |
| Amplius Wealth Advisors, LLC | 1,407 | $694.8K | 0.08% | −5−0.4% | Reduced |
| Laidlaw Wealth Management LLC | 1,413 | $697.7K | 0.35% | +141+11.1% | Added |
| Redhawk Wealth Advisors, Inc. | 1,414 | $698.5K | 0.10% | −213−13.1% | Reduced |
| Annex Advisory Services, LLC | 1,415 | $699.0K | 0.02% | −36−2.5% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,395 | $700.7K | 0.24% | −17−1.2% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,423 | $702.7K | 0.04% | +14+1.0% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,423 | $702.8K | 0.18% | +20+1.4% | Added |
| Montis Financial, LLC | 1,427 | $704.7K | 0.25% | +600+72.6% | Added |
| Legacy Edge Advisors, LLC | 1,437 | $709.6K | 0.11% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,441 | $711.6K | 0.18% | −54−3.6% | Reduced |
| Magnus Financial Group LLC | 1,446 | $714.0K | 0.07% | −4−0.3% | Reduced |
| Trust Co | 1,453 | $717.5K | 0.09% | −217−13.0% | Reduced |
| Outlook Wealth Advisors, LLC | 1,456 | $719.0K | 0.21% | +7+0.5% | Added |
| Traveka Wealth, LLC | 1,458 | $719.9K | 0.37% | +38+2.7% | Added |
| Gilliland Jeter Wealth Management LLC | 1,459 | $720.6K | 0.23% | 00.0% | Unchanged |
| Key Financial Inc | 1,460 | $720.9K | 0.16% | +11+0.8% | Added |
| Avantax Planning Partners, Inc. | 1,468 | $724.8K | 0.03% | −987−40.2% | Reduced |
| Advus Financial Partners, LLC | 1,470 | $725.8K | 0.21% | −51−3.4% | Reduced |
| Round Hill Asset Management | 1,470 | $725.9K | 0.48% | 00.0% | Unchanged |
| Catalyst Capital Advisors LLC | 1,474 | $727.9K | 0.02% | +418+39.6% | Added |
| jvl associates llc | 1,475 | $728.4K | 0.28% | +35+2.4% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,478 | $730.2K | 0.08% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,482 | $731.9K | 0.30% | +88+6.3% | Added |
| Cynosure Management, LLC | 1,483 | $732.4K | 0.11% | −1,322−47.1% | Reduced |
| Advisory Alpha, LLC | 1,493 | $737.8K | 0.03% | +170+12.8% | Added |
| Joel Isaacson & Co., LLC | 1,496 | $738.5K | 0.04% | +35+2.4% | Added |
| Paradigm Asset Management Co LLC | 1,499 | $740.2K | 0.19% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,500 | $740.7K | 0.07% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,504 | $742.7K | 0.07% | 00.0% | Unchanged |
| Net Worth Advisory Group | 1,504 | $742.9K | 0.22% | +1,504 | New |
| Clear Creek Financial Management, LLC | 1,505 | $743.4K | 0.08% | +11+0.7% | Added |
| Palisades Hudson Asset Management, L.P. | 1,508 | $745.0K | 0.31% | 00.0% | Unchanged |
| Ninepoint Partners LP | 1,509 | $745.1K | 0.10% | −1,781−54.1% | Reduced |
| Goldstein Advisors, LLC | 1,516 | $748.6K | 0.11% | +20+1.3% | Added |
| Wealth Architects, LLC | 1,517 | $749.3K | 0.08% | +39+2.6% | Added |
| Per Stirling Capital Management, LLC. | 1,519 | $750.1K | 0.10% | +30+2.0% | Added |
| Invenio Wealth Partners LLC | 1,521 | $751.1K | 0.32% | +48+3.3% | Added |
| Corundum Group, Inc. | 1,526 | $753.5K | 0.34% | −1,390−47.7% | Reduced |
| Diligent Investors, LLC | 1,526 | $753.7K | 0.17% | +30+2.0% | Added |
| 180 Wealth Advisors, LLC | 1,526 | $753.7K | 0.12% | −47−3.0% | Reduced |