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 |
|---|---|---|---|---|---|
| Hilltop Partners LLC | 3,815 | $1.88M | 0.63% | +313+8.9% | Added |
| VeraBank, N.A. | 3,815 | $1.88M | 0.55% | 00.0% | Unchanged |
| HCR Wealth Advisors | 3,821 | $1.89M | 0.25% | −12−0.3% | Reduced |
| First Affirmative Financial Network | 3,823 | $1.89M | 1.03% | +768+25.1% | Added |
| KCM Investment Advisors LLC | 3,826 | $1.89M | 0.06% | +26+0.7% | Added |
| CIC Wealth, LLC | 3,826 | $1.89M | 0.49% | −35−0.9% | Reduced |
| Borer Denton & Associates, Inc. | 3,840 | $1.90M | 0.65% | +90+2.4% | Added |
| Arrow Financial Corp | 3,850 | $1.90M | 0.18% | +98+2.6% | Added |
| Richwood Investment Advisors, LLC | 3,866 | $1.91M | 1.58% | −46−1.2% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,866 | $1.91M | 0.17% | −510−11.7% | Reduced |
| Missouri Trust & Investment Co | 3,867 | $1.91M | 0.67% | −118−3.0% | Reduced |
| Formidable Asset Management, LLC | 3,871 | $1.91M | 0.31% | −221−5.4% | Reduced |
| Forum Financial Management, LP | 3,890 | $1.92M | 0.03% | +59+1.5% | Added |
| Prossimo Advisors, LLC | 3,891 | $1.92M | 1.40% | +41+1.1% | Added |
| Stevens Capital Management LP | 3,896 | $1.92M | 0.27% | −9,016−69.8% | Reduced |
| Bailard, Inc. | 3,920 | $1.94M | 0.05% | +228+6.2% | Added |
| Burney Co | 3,929 | $1.94M | 0.07% | −202−4.9% | Reduced |
| Nikulski Financial, Inc. | 3,929 | $1.94M | 0.58% | −25−0.6% | Reduced |
| M. Kulyk & Associates, LLC | 3,936 | $1.94M | 0.39% | +39+1.0% | Added |
| Marshall Financial Group LLC | 3,938 | $1.94M | 0.46% | +8+0.2% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 3,947 | $1.95M | 2.19% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 3,947 | $1.95M | 0.87% | +3,947 | New |
| Brophy Wealth Management, LLC | 3,962 | $1.96M | 0.70% | +3,962 | New |
| Heritage Family Offices, LLP | 3,971 | $1.96M | 1.01% | +863+27.8% | Added |
| Barden Capital Management, Inc. | 3,971 | $1.96M | 1.72% | +66+1.7% | Added |
| Smith, Moore & Co. | 3,973 | $1.96M | 0.19% | −445−10.1% | Reduced |
| Sentry Investment Management LLC | 3,986 | $1.97M | 0.83% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 3,986 | $1.97M | 0.11% | +31+0.8% | Added |
| Liberty Capital Management, Inc. | 4,018 | $1.98M | 0.44% | +106+2.7% | Added |
| Aua Capital Management, LLC | 4,029 | $1.99M | 1.15% | −42−1.0% | Reduced |
| McDaniel Terry & Co | 4,040 | $2.00M | 0.17% | +5+0.1% | Added |
| Ignite Planners, LLC | 4,049 | $2.00M | 0.46% | +4+0.1% | Added |
| Calamos Wealth Management LLC | 4,054 | $2.00M | 0.10% | −9−0.2% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,054 | $2.00M | 0.06% | +550+15.7% | Added |
| Legacy Financial Advisors, Inc. | 4,058 | $2.00M | 0.34% | +141+3.6% | Added |
| Univest Financial Corp | 4,060 | $2.01M | 0.13% | +4,060 | New |
| Kapitalo Investimentos Ltda | 4,069 | $2.01M | 0.49% | −29,380−87.8% | Reduced |
| Stamos Capital Partners, L.P. | 4,070 | $2.01M | 0.47% | +1,850+83.3% | Added |
| Revolve Wealth Partners, LLC | 4,086 | $2.02M | 0.31% | −206−4.8% | Reduced |
| Kelman-Lazarov, Inc. | 4,092 | $2.02M | 0.35% | 00.0% | Unchanged |
| XTX Topco Ltd | 4,093 | $2.02M | 0.15% | −1,783−30.3% | Reduced |
| Three Seasons Wealth, LLC | 4,102 | $2.03M | 1.07% | +65+1.6% | Added |
| Essex Financial Services, Inc. | 3,952 | $2.03M | 0.15% | −473−10.7% | Reduced |
| Resources Management Corp | 4,108 | $2.03M | 0.27% | +657+19.0% | Added |
| Copperwynd Financial, LLC | 4,126 | $2.04M | 0.61% | +309+8.1% | Added |
| BLB&B Advisors, LLC | 4,129 | $2.04M | 0.10% | −130−3.1% | Reduced |
| Guardian Wealth Management, Inc. | 4,129 | $2.04M | 1.44% | +62+1.5% | Added |
| Keel Point, LLC | 4,133 | $2.04M | 0.17% | −39−0.9% | Reduced |
| YHB Investment Advisors, Inc. | 4,151 | $2.05M | 0.17% | +211+5.4% | Added |
| 44 Wealth Management LLC | 4,006 | $2.06M | 0.72% | +4,006 | New |
| Fukoku Mutual Life Insurance Co | 4,169 | $2.06M | 0.15% | +101+2.5% | Added |
| Ameliora Wealth Management Ltd. | 4,195 | $2.07M | 0.86% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,201 | $2.07M | 0.08% | −22−0.5% | Reduced |
| Mystic Asset Management, Inc. | 4,210 | $2.08M | 0.78% | 00.0% | Unchanged |
| Essex Savings Bank | 4,221 | $2.08M | 0.52% | +289+7.3% | Added |
| Tectonic Advisors LLC | 4,225 | $2.09M | 0.14% | +34+0.8% | Added |
| Intelligent Financial Strategies | 4,228 | $2.09M | 1.15% | +10.0% | Added |
| David Loasby | 4,220 | $2.09M | 0.20% | +41+1.0% | Added |
| Drucker Wealth 3.0, LLC | 4,238 | $2.09M | 0.50% | +98+2.4% | Added |
| Cito Capital Group, LLC | 4,250 | $2.10M | 0.78% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,263 | $2.10M | 0.43% | −457−9.7% | Reduced |
| Dunhill Financial, LLC | 4,272 | $2.11M | 1.08% | +898+26.6% | Added |
| Beacon Financial Group | 4,272 | $2.11M | 0.23% | +46+1.1% | Added |
| Bard Financial Services, Inc. | 4,300 | $2.12M | 0.25% | 00.0% | Unchanged |
| Sage Mountain Advisors LLC | 4,302 | $2.12M | 0.18% | +243+6.0% | Added |
| Journey Strategic Wealth LLC | 4,302 | $2.12M | 0.08% | +460+12.0% | Added |
| Mayflower Financial Advisors, LLC | 4,314 | $2.13M | 0.32% | +25+0.6% | Added |
| Wolverine Asset Management LLC | 4,316 | $2.13M | 0.04% | −6,527−60.2% | Reduced |
| Confluence Wealth Services, Inc. | 4,319 | $2.13M | 0.16% | −652−13.1% | Reduced |
| My Legacy Advisors, LLC | 4,336 | $2.14M | 0.85% | −655−13.1% | Reduced |
| PDS Planning, Inc | 4,336 | $2.14M | 0.19% | +101+2.4% | Added |
| Quest Partners LLC | 4,341 | $2.14M | 0.19% | −1,499−25.7% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,342 | $2.14M | 0.53% | −4−0.1% | Reduced |
| Westhampton Capital, LLC | 4,347 | $2.15M | 1.09% | +10+0.2% | Added |
| Woodmont Investment Counsel LLC | 4,348 | $2.15M | 0.16% | −207−4.5% | Reduced |
| Cornerstone Wealth Management, LLC | 4,351 | $2.15M | 0.15% | +22+0.5% | Added |
| First United Bank Trust | 4,352 | $2.15M | 0.77% | −545−11.1% | Reduced |
| Providence First Trust Co | 4,352 | $2.15M | 0.91% | −327−7.0% | Reduced |
| Tremblant Capital Group | 4,358 | $2.15M | 0.24% | +330+8.2% | Added |
| Midwest Professional Planners, LTD. | 4,359 | $2.15M | 0.66% | +922+26.8% | Added |
| Okabena Investment Services Inc | 4,375 | $2.16M | 0.61% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 4,377 | $2.16M | 0.48% | +660+17.8% | Added |
| Alapocas Investment Partners, Inc. | 4,382 | $2.16M | 1.27% | +30+0.7% | Added |
| Canopy Partners, LLC | 4,386 | $2.17M | 0.93% | +48+1.1% | Added |
| Capital Counsel LLC | 4,419 | $2.18M | 0.09% | −50−1.1% | Reduced |
| Claro Advisors LLC | 4,421 | $2.18M | 0.28% | +828+23.0% | Added |
| Highland Capital Management, LLC | 4,437 | $2.19M | 0.12% | −3,398−43.4% | Reduced |
| Legacy Capital Wealth Partners, LLC | 4,439 | $2.19M | 0.44% | +1,990+81.3% | Added |
| Compass Wealth Management LLC | 4,450 | $2.20M | 0.52% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 4,451 | $2.20M | 0.56% | +50+1.1% | Added |
| Montecito Bank & Trust | 4,478 | $2.21M | 0.38% | +1,152+34.6% | Added |
| Whittier Trust Co of Nevada Inc | 4,480 | $2.21M | 0.06% | +52+1.2% | Added |
| WCM Investment Management, LLC | 4,485 | $2.21M | 0.01% | −1,651−26.9% | Reduced |
| VCI Wealth Management LLC | 4,485 | $2.21M | 0.99% | +4,485 | New |
| RMR Wealth Builders | 4,486 | $2.22M | 0.23% | −163−3.5% | Reduced |
| FCG Investment Co | 4,490 | $2.22M | 1.45% | −1,064−19.2% | Reduced |
| Machina Capital S.A.S. | 4,494 | $2.22M | 0.88% | −719−13.8% | Reduced |
| Sendero Wealth Management, LLC | 4,505 | $2.22M | 0.35% | +111+2.5% | Added |
| Premier Path Wealth Partners, LLC | 4,527 | $2.24M | 0.35% | −7−0.2% | Reduced |
| Harbert Fund Advisors, Inc. | 4,550 | $2.25M | 1.81% | +50+1.1% | Added |