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 |
|---|---|---|---|---|---|
| Argus Investors' Counsel, Inc. | 2,128 | $1.05M | 0.69% | −78−3.5% | Reduced |
| Vista Wealth Management Group, LLC | 2,131 | $1.05M | 0.07% | +184+9.5% | Added |
| Hartford Funds Management Co LLC | 2,136 | $1.05M | 0.10% | +70+3.4% | Added |
| Atlas Brown,Inc. | 2,140 | $1.06M | 0.37% | +19+0.9% | Added |
| Savvy Advisors, Inc. | 2,141 | $1.06M | 0.21% | −304−12.4% | Reduced |
| New Capital Management LP | 2,142 | $1.06M | 0.30% | 00.0% | Unchanged |
| Financial Management Network Inc | 2,146 | $1.07M | 0.22% | +10+0.5% | Added |
| Mosaic Family Wealth Partners, LLC | 2,164 | $1.07M | 0.16% | +17+0.8% | Added |
| First Western Trust Bank | 2,166 | $1.07M | 0.05% | −40−1.8% | Reduced |
| Onefund, LLC | 2,166 | $1.07M | 1.09% | +8+0.4% | Added |
| MidWestOne Financial Group, Inc. | 2,167 | $1.07M | 0.15% | 00.0% | Unchanged |
| Florida Financial Advisors, LLC | 2,169 | $1.07M | 0.55% | +179+9.0% | Added |
| Mattson Financial Services, LLC | 2,432 | $1.07M | 0.38% | −15−0.6% | Reduced |
| Richardson Financial Services Inc. | 2,441 | $1.08M | 0.68% | +12+0.5% | Added |
| Sandbox Financial Partners, LLC | 2,185 | $1.08M | 0.38% | −30−1.4% | Reduced |
| River Street Advisors LLC | 2,189 | $1.08M | 0.59% | −67−3.0% | Reduced |
| Community Bank, N.A. | 2,190 | $1.08M | 0.14% | +20+0.9% | Added |
| SP Asset Management LLC | 2,194 | $1.08M | 0.09% | +3+0.1% | Added |
| LCNB Corp | 2,194 | $1.08M | 0.38% | 00.0% | Unchanged |
| GPS Wealth Strategies Group, LLC | 2,194 | $1.08M | 0.14% | −76−3.3% | Reduced |
| Oakworth Capital, Inc. | 2,203 | $1.09M | 0.08% | −498−18.4% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,211 | $1.09M | 0.25% | −125−5.4% | Reduced |
| Larson Financial Group LLC | 2,215 | $1.09M | 0.06% | +731+49.3% | Added |
| Capital Planning Advisors, LLC | 2,215 | $1.09M | 0.17% | +7+0.3% | Added |
| ASB Consultores, LLC | 2,216 | $1.09M | 0.43% | +304+15.9% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,215 | $1.10M | 0.30% | +132+6.3% | Added |
| Scissortail Wealth Management, LLC | 3 | $1.10M | 0.27% | −2,217−99.9% | Reduced |
| Richard W. Paul & Associates, LLC | 2,226 | $1.10M | 0.39% | −33−1.5% | Reduced |
| Lee Financial Co | 2,227 | $1.10M | 0.16% | +47+2.2% | Added |
| Field & Main Bank | 2,235 | $1.10M | 0.39% | +77+3.6% | Added |
| Ambassador Advisors, LLC | 2,235 | $1.10M | 0.19% | −310−12.2% | Reduced |
| Waterfront Wealth Inc. | 2,164 | $1.10M | 0.27% | +225+11.6% | Added |
| Virtue Capital Management, LLC | 2,241 | $1.11M | 0.22% | −104−4.4% | Reduced |
| Perennial Investment Advisors, LLC | 2,244 | $1.11M | 0.14% | +10.0% | Added |
| Sentinus, LLC | 16,441 | $1.12M | 0.42% | +15,312+1,356.2% | Added |
| PAX Financial Group, LLC | 2,260 | $1.12M | 0.20% | +72+3.3% | Added |
| Marks Group Wealth Management, Inc | 2,262 | $1.12M | 0.11% | +10+0.4% | Added |
| KC Investment Advisors, LLC | 2,271 | $1.12M | 0.47% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 2,272 | $1.12M | 0.08% | +173+8.2% | Added |
| Advisory Resource Group | 2,276 | $1.12M | 0.24% | +29+1.3% | Added |
| CoreCap Advisors, LLC | 2,278 | $1.12M | 0.05% | −160−6.6% | Reduced |
| Altfest L J & Co Inc | 2,278 | $1.13M | 0.15% | −7−0.3% | Reduced |
| Prio Wealth Limited Partnership | 2,286 | $1.13M | 0.03% | +425+22.8% | Added |
| Family Legacy, Inc. | 2,287 | $1.13M | 0.38% | 00.0% | Unchanged |
| Syntegra Private Wealth Group, LLC | 2,298 | $1.13M | 0.13% | −50−2.1% | Reduced |
| Alta Advisers Ltd | 2,300 | $1.14M | 0.52% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,301 | $1.14M | 0.62% | −479−17.2% | Reduced |
| Mendel Money Management | 2,302 | $1.14M | 0.49% | +2+0.1% | Added |
| Seascape Capital Management | 2,308 | $1.14M | 0.41% | +10+0.4% | Added |
| Park Place Capital Corp | 2,313 | $1.14M | 0.33% | −425−15.5% | Reduced |
| Permit Capital, LLC | 2,320 | $1.15M | 0.35% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 2,324 | $1.15M | 0.15% | +509+28.0% | Added |
| FRG Family Wealth Advisors LLC | 2,328 | $1.15M | 0.21% | 00.0% | Unchanged |
| IMS Capital Management | 2,329 | $1.15M | 0.52% | 00.0% | Unchanged |
| Lake Street Financial LLC | 2,330 | $1.15M | 0.18% | −10,030−81.1% | Reduced |
| Capital Advisors, Ltd. LLC | 2,336 | $1.15M | 0.14% | −381−14.0% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,335 | $1.15M | 0.24% | +153+7.0% | Added |
| Callan Capital, LLC | 2,336 | $1.15M | 0.08% | +522+28.8% | Added |
| Howard Financial Services, Ltd. | 2,341 | $1.16M | 0.17% | +24+1.0% | Added |
| Fiduciary Family Office, LLC | 2,345 | $1.16M | 0.38% | −1,337−36.3% | Reduced |
| Carr Financial Group Corp | 2,349 | $1.16M | 0.35% | +2+0.1% | Added |
| Schnieders Capital Management LLC | 2,353 | $1.16M | 0.22% | +446+23.4% | Added |
| Hara Capital LLC | 2,366 | $1.17M | 0.73% | −125−5.0% | Reduced |
| Seven Mile Advisory | 2,373 | $1.17M | 0.78% | +97+4.3% | Added |
| Collective Family Office LLC | 2,377 | $1.17M | 0.32% | −11−0.5% | Reduced |
| Provident Trust Co | 2,380 | $1.18M | 0.02% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,381 | $1.18M | 0.24% | −2,077−46.6% | Reduced |
| Warren Averett Asset Management, LLC | 2,381 | $1.18M | 0.02% | −110−4.4% | Reduced |
| Aviso Wealth Management | 2,385 | $1.18M | 0.64% | +460+23.9% | Added |
| Lifestyle Asset Management, Inc. | 2,385 | $1.18M | 0.65% | +61+2.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,385 | $1.18M | 0.71% | +75+3.2% | Added |
| Legal Advantage Investments, Inc. | 2,400 | $1.19M | 0.65% | 00.0% | Unchanged |
| Quantbot Technologies LP | 2,410 | $1.19M | 0.05% | −2,645−52.3% | Reduced |
| Client 1st Advisory Group, LLC | 2,416 | $1.19M | 0.47% | −251−9.4% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,420 | $1.20M | 0.08% | −247−9.3% | Reduced |
| Oxford Wealth Group, LLC | 2,421 | $1.20M | 0.97% | −1,031−29.9% | Reduced |
| Childress Capital Advisors, LLC | 2,421 | $1.20M | 0.32% | +171+7.6% | Added |
| Nilsine Partners, LLC | 2,426 | $1.20M | 0.16% | −53−2.1% | Reduced |
| LRI Investments, LLC | 2,312 | $1.20M | 0.12% | +69+3.1% | Added |
| Pegasus Partners Ltd. | 2,438 | $1.20M | 0.11% | −959−28.2% | Reduced |
| Cascade Financial Partners, LLC | 2,356 | $1.21M | 0.15% | −260−9.9% | Reduced |
| McGowan Group Asset Management, Inc. | 2,450 | $1.21M | 0.16% | +10.0% | Added |
| Spirit of America Management Corp | 2,450 | $1.21M | 0.24% | +50+2.1% | Added |
| First National Bank of Hutchinson | 2,456 | $1.21M | 0.78% | −376−13.3% | Reduced |
| Fortis Capital Advisors, LLC | 2,459 | $1.21M | 0.41% | −1,318−34.9% | Reduced |
| Radnor Capital Management, LLC | 2,462 | $1.22M | 0.18% | +550+28.8% | Added |
| Evanson Asset Management, LLC | 2,466 | $1.22M | 0.09% | +226+10.1% | Added |
| Winthrop Advisory Group LLC | 2,468 | $1.22M | 0.15% | −57−2.3% | Reduced |
| Gries Financial LLC | 2,472 | $1.22M | 0.23% | +1,170+89.9% | Added |
| McCarthy Asset Management, Inc. | 2,476 | $1.22M | 0.76% | −171−6.5% | Reduced |
| Northcape Wealth Management, LLC | 2,478 | $1.22M | 0.40% | −50−2.0% | Reduced |
| Cromwell Holdings LLC | 2,481 | $1.23M | 0.79% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,481 | $1.23M | 0.48% | +21+0.9% | Added |
| Accretive Wealth Partners, LLC | 2,490 | $1.23M | 0.51% | −74−2.9% | Reduced |
| Sheets Smith Wealth Management | 2,503 | $1.24M | 0.15% | −73−2.8% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,506 | $1.24M | 0.04% | −24−0.9% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,509 | $1.24M | 0.84% | −595−19.2% | Reduced |
| Veracity Capital LLC | 2,514 | $1.24M | 0.47% | +90+3.7% | Added |
| Buckley Wealth Management, LLC | 2,515 | $1.24M | 0.38% | +55+2.2% | Added |
| Blueprint Investment Partners LLC | 2,527 | $1.25M | 0.23% | +403+19.0% | Added |