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 |
|---|---|---|---|---|---|
| First Trust Investment Solutions L.P. | 4,551 | $2.25M | 0.25% | +2,617+135.3% | Added |
| Wealth Alliance | 4,558 | $2.25M | 0.27% | +45+1.0% | Added |
| Security National Bank | 4,566 | $2.25M | 0.31% | 00.0% | Unchanged |
| RiverPark Advisors, LLC | 4,567 | $2.26M | 1.84% | −956−17.3% | Reduced |
| Scharf Investments, LLC | 4,581 | $2.26M | 0.06% | +101+2.3% | Added |
| Atlantic Trust, LLC | 4,583 | $2.26M | 0.54% | −35−0.8% | Reduced |
| Northwest Bank & Trust Co | 4,603 | $2.27M | 1.73% | −20.0% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 4,618 | $2.28M | 1.01% | +296+6.8% | Added |
| Jefferies Financial Group Inc. | 4,635 | $2.29M | 0.04% | −9,623−67.5% | Reduced |
| Castle Rock Wealth Management, LLC | 4,625 | $2.29M | 0.55% | +64+1.4% | Added |
| Rockingstone Advisors LLC | 4,637 | $2.29M | 1.12% | +70+1.5% | Added |
| Unique Wealth Strategies, LLC | 4,644 | $2.29M | 0.99% | −910−16.4% | Reduced |
| Continuum Advisory, LLC | 4,412 | $2.30M | 0.29% | +196+4.6% | Added |
| Chemistry Wealth Management LLC | 4,659 | $2.30M | 0.55% | −20−0.4% | Reduced |
| IFG Advisory, LLC | 4,671 | $2.31M | 0.15% | +2,644+130.4% | Added |
| DeDora Capital, Inc. | 4,672 | $2.31M | 0.64% | −102−2.1% | Reduced |
| Patron Partners Advisors, LLC | 4,683 | $2.31M | 1.28% | −9−0.2% | Reduced |
| Sanders Morris Harris LLC | 4,686 | $2.31M | 0.38% | −5−0.1% | Reduced |
| Ledyard National Bank | 4,713 | $2.33M | 0.21% | −22−0.5% | Reduced |
| Able Wealth Management LLC | 4,716 | $2.33M | 1.77% | +7+0.1% | Added |
| Waverton Investment Management Ltd | 4,733 | $2.34M | 0.04% | +1,126+31.2% | Added |
| Gladius Capital Management LP | 4,738 | $2.34M | 1.40% | −308−6.1% | Reduced |
| Garrison Point Advisors, LLC | 4,744 | $2.34M | 1.45% | −15−0.3% | Reduced |
| Chilton Capital Management LLC | 4,747 | $2.34M | 0.10% | −480−9.2% | Reduced |
| Harvest Fund Management Co., Ltd | 4,756 | $2.35M | 0.14% | +47+1.0% | Added |
| Koshinski Asset Management, Inc. | 4,756 | $2.35M | 0.20% | −6−0.1% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 4,759 | $2.35M | 2.79% | −73−1.5% | Reduced |
| OV Management LLC | 4,772 | $2.36M | 1.56% | +174+3.8% | Added |
| Delta Financial Group, Inc. | 4,781 | $2.36M | 0.88% | +20.0% | Added |
| Keystone Investors Pte Ltd | 4,786 | $2.36M | 0.17% | −2,849−37.3% | Reduced |
| Independence Bank of Kentucky | 4,790 | $2.37M | 0.51% | +392+8.9% | Added |
| Olstein Capital Management, L.P. | 4,793 | $2.37M | 0.40% | −300−5.9% | Reduced |
| Manchester Capital Management LLC | 4,795 | $2.37M | 0.28% | +30+0.6% | Added |
| Brighton Jones LLC | 4,796 | $2.37M | 0.09% | −1,721−26.4% | Reduced |
| SRN Advisors, LLC | 4,798 | $2.37M | 2.10% | −2,780−36.7% | Reduced |
| LM Advisors LLC | 4,850 | $2.40M | 0.49% | +721+17.5% | Added |
| Fort Point Capital Partners LLC | 4,851 | $2.40M | 0.30% | +248+5.4% | Added |
| Optimum Investment Advisors | 4,855 | $2.40M | 1.04% | −25−0.5% | Reduced |
| Quotient Wealth Partners, LLC | 4,863 | $2.40M | 0.08% | +571+13.3% | Added |
| Howland Capital Management LLC | 4,881 | $2.41M | 0.10% | −24−0.5% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,886 | $2.43M | 0.44% | +239+5.1% | Added |
| SFM, LLC | 4,914 | $2.43M | 1.82% | +8+0.2% | Added |
| Carmichael Hill & Associates, Inc. | 4,921 | $2.43M | 0.90% | 00.0% | Unchanged |
| RDST Capital LLC | 4,930 | $2.43M | 0.55% | −55−1.1% | Reduced |
| Moore Capital Management, LP | 4,953 | $2.45M | 0.07% | +3,909+374.4% | Added |
| Steel Peak Wealth Management LLC | 4,956 | $2.45M | 0.11% | +28+0.6% | Added |
| Passumpsic Savings Bank | 4,990 | $2.46M | 1.62% | +139+2.9% | Added |
| Hardy Reed LLC | 4,992 | $2.47M | 0.22% | +64+1.3% | Added |
| Bourne Lent Asset Management Inc | 4,998 | $2.47M | 0.94% | 00.0% | Unchanged |
| Landscape Capital Management, L.L.C. | 5,002 | $2.47M | 0.25% | −444−8.2% | Reduced |
| Next Century Growth Investors LLC | 5,027 | $2.48M | 0.20% | −3,820−43.2% | Reduced |
| Principle Wealth Partners LLC | 5,039 | $2.49M | 0.18% | −20.0% | Reduced |
| James Hambro & Partners | 5,043 | $2.49M | 0.10% | +30+0.6% | Added |
| SkyView Investment Advisors, LLC | 5,035 | $2.49M | 0.41% | +203+4.2% | Added |
| Avestar Capital, LLC | 5,062 | $2.50M | 0.27% | +110+2.2% | Added |
| Eley Financial Management, Inc | 5,065 | $2.50M | 1.01% | −12−0.2% | Reduced |
| Visionary Wealth Advisors | 5,067 | $2.50M | 0.15% | −2,370−31.9% | Reduced |
| Sepio Capital, LP | 5,079 | $2.51M | 0.20% | +287+6.0% | Added |
| Focus Financial Network, Inc. | 5,098 | $2.52M | 0.10% | −71−1.4% | Reduced |
| First Horizon Advisors, Inc. | 5,140 | $2.54M | 0.07% | +204+4.1% | Added |
| Jackson Square Capital, LLC | 5,147 | $2.54M | 0.63% | −649−11.2% | Reduced |
| Deane Retirement Strategies, Inc. | 5,156 | $2.55M | 1.24% | +20+0.4% | Added |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.55M | 0.71% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 5,172 | $2.55M | 1.07% | −358−6.5% | Reduced |
| Goldstone Financial Group, LLC | 5,172 | $2.55M | 0.44% | +2,070+66.7% | Added |
| Heartland Bank & Trust Co | 5,173 | $2.55M | 1.38% | −133−2.5% | Reduced |
| S.A. Mason LLC | 5,184 | $2.56M | 1.36% | +15+0.3% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,217 | $2.58M | 0.35% | +54+1.0% | Added |
| EverSource Wealth Advisors, LLC | 5,228 | $2.58M | 0.16% | −44−0.8% | Reduced |
| Mechanics Bank Trust Department | 5,234 | $2.58M | 0.34% | +47+0.9% | Added |
| Hancock Whitney Corp | 5,237 | $2.59M | 0.08% | −295−5.3% | Reduced |
| IPG Investment Advisors LLC | 5,239 | $2.59M | 0.56% | +5+0.1% | Added |
| Vestmark Advisory Solutions, Inc. | 5,253 | $2.59M | 0.10% | −37−0.7% | Reduced |
| Headinvest, LLC | 5,257 | $2.60M | 0.48% | +129+2.5% | Added |
| Parkside Financial Bank & Trust | 5,270 | $2.60M | 0.36% | +10+0.2% | Added |
| Martin & Co Inc | 5,273 | $2.60M | 0.61% | −3−0.1% | Reduced |
| Wrapmanager Inc | 5,276 | $2.61M | 0.67% | −445−7.8% | Reduced |
| Kerusso Capital Management LLC | 5,287 | $2.61M | 1.66% | +319+6.4% | Added |
| Simplicity Wealth,LLC | 5,290 | $2.61M | 0.24% | −23,704−81.8% | Reduced |
| Benchmark Investment Advisors LLC | 5,291 | $2.61M | 1.86% | −1,351−20.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,291 | $2.61M | 2.36% | −40−0.8% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,304 | $2.62M | 0.11% | +23+0.4% | Added |
| Fidelis Capital Partners, LLC | 5,107 | $2.62M | 0.31% | +113+2.3% | Added |
| Mitchell Sinkler & Starr | 6,240 | $2.63M | 0.66% | +624+11.1% | Added |
| Quantum Private Wealth, LLC | 5,331 | $2.63M | 0.89% | −65−1.2% | Reduced |
| Strategic Advisors LLC | 5,335 | $2.63M | 0.49% | +20.0% | Added |
| Aaron Wealth Advisors | 5,344 | $2.64M | 0.31% | +664+14.2% | Added |
| AdvisorNet Financial, Inc | 5,355 | $2.64M | 0.20% | +707+15.2% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,365 | $2.65M | 1.68% | +178+3.4% | Added |
| Scott & Selber, Inc. | 5,369 | $2.65M | 0.82% | −24−0.4% | Reduced |
| Inlet Private Wealth, LLC | 5,394 | $2.66M | 0.68% | 00.0% | Unchanged |
| Balboa Wealth Partners | 5,415 | $2.67M | 0.67% | −414−7.1% | Reduced |
| Tolleson Wealth Management, Inc. | 5,420 | $2.68M | 0.51% | −11−0.2% | Reduced |
| Oak Harvest Investment Services | 5,430 | $2.68M | 0.39% | −14,023−72.1% | Reduced |
| Sovereign Financial Group, Inc. | 5,434 | $2.68M | 0.63% | +10.0% | Added |
| Venturi Wealth Management, LLC | 5,463 | $2.70M | 0.14% | +120+2.2% | Added |
| Boomfish Wealth Group, LLC | 5,463 | $2.70M | 1.65% | −58−1.1% | Reduced |
| Churchill Management Corp | 5,470 | $2.70M | 0.03% | −47−0.9% | Reduced |
| Simplex Trading, LLC | 5,473 | $2.70M | 0.09% | +5,473 | New |
| Patten & Patten Inc | 5,484 | $2.71M | 0.18% | −1,380−20.1% | Reduced |