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 |
|---|---|---|---|---|---|
| Wallace Capital Management Inc. | 2,528 | $1.25M | 0.17% | −22−0.9% | Reduced |
| Gratus Wealth Advisors, LLC | 2,541 | $1.25M | 0.20% | +111+4.6% | Added |
| Drive Wealth Management, LLC | 2,531 | $1.25M | 0.33% | −38−1.5% | Reduced |
| Empire Financial Management Company, LLC | 2,533 | $1.25M | 0.38% | +125+5.2% | Added |
| Stiles Financial Services Inc | 2,532 | $1.25M | 0.44% | −56−2.2% | Reduced |
| Northern Financial Advisors Inc | 2,537 | $1.25M | 0.95% | +82+3.3% | Added |
| Aprio Wealth Management, LLC | 2,542 | $1.26M | 0.20% | +128+5.3% | Added |
| Kovack Advisors, Inc. | 2,549 | $1.26M | 0.13% | +597+30.6% | Added |
| Moss Adams Wealth Advisors LLC | 2,559 | $1.26M | 0.14% | +227+9.7% | Added |
| Dohj, LLC | 2,553 | $1.27M | 0.30% | +229+9.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,563 | $1.27M | 0.00% | +2,563 | New |
| Motco | 2,577 | $1.27M | 0.13% | +147+6.0% | Added |
| Twin Capital Management Inc | 2,579 | $1.27M | 0.14% | −118−4.4% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 2,586 | $1.28M | 0.59% | −32−1.2% | Reduced |
| James J. Burns & Company, LLC | 2,597 | $1.28M | 0.23% | +132+5.4% | Added |
| ESG Planning | 2,603 | $1.29M | 0.84% | +652+33.4% | Added |
| Zuckerman Investment Group, LLC | 2,609 | $1.29M | 0.13% | +59+2.3% | Added |
| Cim Investment Mangement Inc | 2,627 | $1.30M | 0.38% | −102−3.7% | Reduced |
| 9258 Wealth Management, LLC | 2,627 | $1.30M | 0.19% | +223+9.3% | Added |
| Amarillo National Bank | 2,632 | $1.30M | 0.24% | 00.0% | Unchanged |
| Callan Family Office, LLC | 2,637 | $1.30M | 0.22% | +1,532+138.6% | Added |
| FFT Wealth Management LLC | 2,652 | $1.31M | 0.10% | +62+2.4% | Added |
| Beaumont Asset Management, L.L.C. | 2,657 | $1.31M | 0.76% | +64+2.5% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 2,675 | $1.32M | 0.09% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,676 | $1.32M | 0.36% | −198−6.9% | Reduced |
| Paladin Advisory Group, LLC | 2,679 | $1.32M | 0.98% | 00.0% | Unchanged |
| Rice Partnership, LLC | 2,680 | $1.32M | 0.27% | +5+0.2% | Added |
| Sand Hill Global Advisors, LLC | 2,682 | $1.32M | 0.06% | −9−0.3% | Reduced |
| Prudent Man Advisors, LLC | 2,684 | $1.33M | 0.44% | −142−5.0% | Reduced |
| D.B. Root & Company, LLC | 2,685 | $1.33M | 0.44% | −526−16.4% | Reduced |
| Ethos Financial Group, LLC | 2,688 | $1.33M | 0.22% | −104−3.7% | Reduced |
| Stablepoint Partners, LLC | 2,689 | $1.33M | 0.24% | 00.0% | Unchanged |
| Lagoda Investment Management, L.P. | 2,694 | $1.33M | 0.76% | +510+23.4% | Added |
| Quadcap Wealth Management, LLC | 2,696 | $1.33M | 0.21% | +97+3.7% | Added |
| SevenBridge Financial Group, LLC | 2,513 | $1.33M | 0.26% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,701 | $1.33M | 0.44% | −7−0.3% | Reduced |
| Advisor OS, LLC | 2,705 | $1.34M | 0.13% | +188+7.5% | Added |
| Pointe Capital Management LLC | 2,710 | $1.34M | 0.78% | +124+4.8% | Added |
| KRS Capital Management, LLC | 2,729 | $1.35M | 0.98% | +35+1.3% | Added |
| EPG Wealth Management LLC | 2,730 | $1.35M | 0.34% | +2,730 | Added |
| GM Advisory Group, Inc. | 2,731 | $1.35M | 0.08% | +24+0.9% | Added |
| BNC Wealth Management, LLC | 2,735 | $1.35M | 0.50% | −165−5.7% | Reduced |
| Rothschild Investment LLC | 2,749 | $1.36M | 0.09% | +159+6.1% | Added |
| Plancorp, LLC | 2,754 | $1.36M | 0.06% | +93+3.5% | Added |
| Prentice Wealth Management LLC | 2,767 | $1.37M | 0.41% | +8+0.3% | Added |
| Intellectus Partners, LLC | 2,769 | $1.37M | 0.35% | 00.0% | Unchanged |
| Ratan Capital Management LP | 3,100 | $1.37M | 0.37% | 00.0% | Unchanged |
| Red Wave Investments LLC | 2,772 | $1.37M | 0.48% | 00.0% | Unchanged |
| Chesapeake Wealth Management | 2,773 | $1.37M | 0.47% | +12+0.4% | Added |
| Golden State Equity Partners | 2,774 | $1.37M | 0.21% | +13+0.5% | Added |
| KG&L Capital Management,LLC | 2,775 | $1.37M | 0.44% | −240−8.0% | Reduced |
| Darden Wealth Group Inc | 2,785 | $1.38M | 0.99% | −4−0.1% | Reduced |
| Providence Wealth Advisors, LLC | 2,688 | $1.38M | 1.02% | +105+4.1% | Added |
| Caldwell Investment Management Ltd. | 2,800 | $1.38M | 0.97% | 00.0% | Unchanged |
| Roberts Capital Advisors, LLC | 2,801 | $1.38M | 1.18% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 2,816 | $1.39M | 0.19% | −74−2.6% | Reduced |
| Duncan Williams Asset Management, LLC | 2,823 | $1.39M | 0.77% | −151−5.1% | Reduced |
| Culbertson A N & Co Inc | 2,830 | $1.40M | 0.22% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,831 | $1.40M | 0.15% | +107+3.9% | Added |
| Affinity Capital Advisors, LLC | 2,831 | $1.40M | 0.27% | +50+1.8% | Added |
| Castleview Partners, LLC | 2,843 | $1.40M | 0.81% | +42+1.5% | Added |
| SC&H Financial Advisors, Inc. | 2,849 | $1.41M | 0.31% | −98−3.3% | Reduced |
| Excalibur Management Corp | 2,853 | $1.41M | 0.54% | −203−6.6% | Reduced |
| Hilltop National Bank | 2,863 | $1.41M | 0.43% | +45+1.6% | Added |
| Twin City Private Wealth, LLC | 2,865 | $1.41M | 1.23% | +36+1.3% | Added |
| Regatta Capital Group, LLC | 2,867 | $1.42M | 0.27% | +40+1.4% | Added |
| DGS Capital Management, LLC | 2,873 | $1.42M | 0.38% | −88−3.0% | Reduced |
| Meridian Wealth Advisors, LLC | 2,877 | $1.42M | 0.24% | −42−1.4% | Reduced |
| Forbes J M & Co LLP | 2,880 | $1.42M | 0.14% | 00.0% | Unchanged |
| Aspiriant, LLC | 2,885 | $1.42M | 0.05% | −47−1.6% | Reduced |
| Beaumont Financial Advisors, LLC | 2,886 | $1.43M | 0.11% | −769−21.0% | Reduced |
| Biltmore Family Office, LLC | 2,894 | $1.43M | 0.24% | +30+1.0% | Added |
| Steinberg Asset Management LLC | 2,896 | $1.43M | 1.09% | −46−1.6% | Reduced |
| 4J Wealth Management LLC | 2,896 | $1.43M | 1.11% | −12−0.4% | Reduced |
| Professional Financial Advisors, LLC | 2,902 | $1.43M | 0.37% | +53+1.9% | Added |
| Marcum Wealth, LLC | 2,912 | $1.44M | 0.13% | +54+1.9% | Added |
| Fullerton Fund Management Co Ltd. | 2,912 | $1.44M | 0.06% | −26,246−90.0% | Reduced |
| American National Bank | 2,914 | $1.44M | 0.17% | −9−0.3% | Reduced |
| Brown Miller Wealth Management, LLC | 2,920 | $1.44M | 0.56% | +115+4.1% | Added |
| Aft, Forsyth & Sober, LLC | 2,925 | $1.44M | 0.48% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 2,934 | $1.45M | 0.53% | +572+24.2% | Added |
| Onyx Bridge Wealth Group LLC | 2,935 | $1.45M | 0.22% | −236−7.4% | Reduced |
| Quest Investment Management LLC | 2,937 | $1.45M | 0.17% | −32,959−91.8% | Reduced |
| Private Capital Management, LLC | 2,940 | $1.45M | 0.16% | −303−9.3% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,944 | $1.45M | 0.14% | 00.0% | Unchanged |
| RDA Financial Network | 2,951 | $1.46M | 0.45% | +104+3.7% | Added |
| Delta Investment Management, LLC | 2,953 | $1.46M | 0.30% | +327+12.5% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,956 | $1.46M | 0.22% | +498+20.3% | Added |
| Argent Financial Group, Inc. | 2,957 | $1.46M | 0.17% | +2,957 | New |
| Patriot Financial Group Insurance Agency, LLC | 2,963 | $1.46M | 0.20% | −617−17.2% | Reduced |
| West Family Investments, Inc. | 2,972 | $1.47M | 0.50% | −5,494−64.9% | Reduced |
| Elevated Capital Advisors, LLC | 2,973 | $1.47M | 0.39% | +863+40.9% | Added |
| Great Valley Advisor Group, Inc. | 2,978 | $1.47M | 0.04% | +376+14.5% | Added |
| Cross Staff Investments Inc | 2,986 | $1.47M | 1.14% | −204−6.4% | Reduced |
| United Community Bank | 2,988 | $1.48M | 0.58% | −26−0.9% | Reduced |
| TFC Financial Management | 2,992 | $1.48M | 0.23% | +34+1.1% | Added |
| Johnson Financial Group, Inc. | 3,004 | $1.48M | 0.07% | −245−7.5% | Reduced |
| Encompass Wealth Advisors, LLC | 3,027 | $1.49M | 0.37% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 3,029 | $1.50M | 0.13% | +14+0.5% | Added |
| Acropolis Investment Management, LLC | 3,033 | $1.50M | 0.09% | +6+0.2% | Added |