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 13 sales; 3,633 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 | 3,633 | $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 |
|---|---|---|---|---|---|
| Financial Freedom, LLC | 98 | $48.3K | 0.03% | 00.0% | Unchanged |
| Rocky Mountain Advisers, LLC | 98 | $48.4K | 0.01% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 100 | $49.4K | 0.01% | −11−9.9% | Reduced |
| JCIC Asset Management Inc. | 100 | $49.4K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $49.4K | 0.03% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 100 | $49.4K | 0.03% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 100 | $50.7K | 0.02% | 00.0% | Unchanged |
| Country Trust Bank | 107 | $52.8K | 0.00% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 109 | $53.8K | 0.02% | +109 | New |
| Valued Wealth Advisors LLC | 109 | $53.8K | 0.03% | −13−10.7% | Reduced |
| Raelipskie Partnership | 110 | $54.3K | 0.03% | +60+120.0% | Added |
| Legacy Investment Solutions, LLC | 105 | $54.8K | 0.03% | +105 | New |
| Legacy Wealth Managment, LLC | 105 | $54.8K | 0.03% | +105 | New |
| NCP Inc. | 112 | $55.3K | 0.03% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 114 | $56.3K | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 118 | $58.3K | 0.01% | −17−12.6% | Reduced |
| Tidemark, LLC | 119 | $58.8K | 0.02% | +35+41.7% | Added |
| Proffitt & Goodson Inc | 122 | $60.2K | 0.01% | −51−29.5% | Reduced |
| Pingora Partners LLC | 122 | $60.2K | 0.04% | −8−6.2% | Reduced |
| Winthrop Capital Management, LLC | 123 | $61.0K | 0.03% | 00.0% | Unchanged |
| Claris Advisors, LLC | 125 | $61.7K | 0.03% | +125 | New |
| J.Safra Asset Management Corp | 127 | $62.7K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 131 | $64.0K | 0.02% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 134 | $64.6K | 0.01% | +10+8.1% | Added |
| Cornerstone Planning Group LLC | 130 | $65.8K | 0.02% | +25+23.8% | Added |
| Main Street Group, LTD | 135 | $66.7K | 0.03% | −63−31.8% | Reduced |
| Stephenson National Bank & Trust | 136 | $67.2K | 0.02% | +39+40.2% | Added |
| Peterson Financial Group, Inc. | 137 | $67.5K | 0.26% | +137 | New |
| Northwest Capital Management Inc | 137 | $67.7K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 137 | $67.7K | 0.02% | 00.0% | Unchanged |
| Avion Wealth | 139 | $68.0K | 0.02% | +6+4.5% | Added |
| Sugarloaf Wealth Management, LLC | 140 | $69.1K | 0.01% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 141 | $69.6K | 0.01% | −945−87.0% | Reduced |
| Frazier Financial Advisors, LLC | 149 | $73.6K | 0.06% | −41−21.6% | Reduced |
| Mizuho Bank, Ltd. | 150 | $74.1K | 0.01% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 151 | $74.6K | 0.03% | +16+11.9% | Added |
| Estabrook Capital Management | 153 | $75.6K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 153 | $75.6K | 0.01% | +62+68.1% | Added |
| Live Oak Investment Partners | – | $78.0K | 0.06% | – | – |
| Farmers & Merchants Trust Co of Chambersburg PA | 162 | $80.0K | 0.03% | −520−76.2% | Reduced |
| Breakwater Investment Management | 170 | $83.9K | 0.04% | 00.0% | Unchanged |
| Bangor Savings Bank | 170 | $83.9K | 0.01% | +5+3.0% | Added |
| Redmont Wealth Advisors LLC | 173 | $85.4K | 0.13% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 182 | $90.1K | 0.03% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 184 | $91.0K | 0.05% | −95−34.1% | Reduced |
| Old Point Trust & Financial Services N A | 185 | $91.4K | 0.03% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 186 | $91.8K | 0.04% | +7+3.9% | Added |
| Caitlin John, LLC | 178 | $92.6K | 0.06% | −154−46.4% | Reduced |
| Valley National Advisers Inc | 191 | $94.0K | 0.02% | −659−77.5% | Reduced |
| Investors Research Corp | 191 | $94.3K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 191 | $94.5K | 0.05% | −14−6.8% | Reduced |
| Raffa Wealth Management, LLC | 194 | $95.8K | 0.02% | −707−78.5% | Reduced |
| Hobbs Group Advisors, LLC | 195 | $96.5K | 0.03% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 196 | $96.8K | 0.00% | −15,331−98.7% | Reduced |
| SWAN Capital LLC | 200 | $98.8K | 0.05% | −125−38.5% | Reduced |
| Davis Capital Management | 201 | $99.3K | 0.08% | +4+2.0% | Added |
| Ridgewood Investments LLC | 202 | $99.6K | 0.05% | −32−13.7% | Reduced |
| Fairscale Capital, LLC | 203 | $100.2K | 0.09% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 205 | $101.0K | 0.05% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 205 | $101.2K | 0.03% | −25−10.9% | Reduced |
| ZRC Wealth Management, LLC | 209 | $103.0K | 0.04% | +1+0.5% | Added |
| Bruce G. Allen Investments, LLC | 209 | $103.2K | 0.08% | +78+59.5% | Added |
| Gen-Wealth Partners Inc | 205 | $105.3K | 0.05% | 00.0% | Unchanged |
| First Pacific Financial | 218 | $107.6K | 0.03% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 220 | $108.5K | 0.06% | +1+0.5% | Added |
| Reston Wealth Management LLC | 220 | $108.6K | 0.04% | +220 | New |
| Providence Capital Advisors, LLC | 222 | $109.6K | 0.02% | 00.0% | Unchanged |
| Jamison Private Wealth Management, Inc. | 222 | $109.7K | 0.02% | +49+28.3% | Added |
| Ritter Daniher Financial Advisory LLC | 224 | $110.6K | 0.03% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 230 | $113.6K | 0.02% | +186+422.7% | Added |
| Bellevue Asset Management, LLC | 238 | $117.6K | 0.06% | −112−32.0% | Reduced |
| Rosenberg Matthew Hamilton | 245 | $121.0K | 0.03% | −31−11.2% | Reduced |
| Mascoma Wealth Management LLC | 260 | $128.4K | 0.03% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 266 | $131.4K | 0.05% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 270 | $133.3K | 0.03% | 00.0% | Unchanged |
| Twin Lakes Capital Management, LLC | 275 | $135.8K | 0.09% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 279 | $137.8K | 0.01% | +70+33.5% | Added |
| Core Alternative Capital | 289 | $142.7K | 0.03% | 00.0% | Unchanged |
| Cacti Asset Management LLC | 300 | $146.2K | 0.01% | 00.0% | Unchanged |
| Center for Financial Planning, Inc. | 300 | $148.1K | 0.02% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 310 | $150.6K | 0.06% | 00.0% | Unchanged |
| Cetera Trust Company, N.A | 313 | $154.6K | 0.09% | −25−7.4% | Reduced |
| GoalVest Advisory LLC | 316 | $156.1K | 0.04% | 00.0% | Unchanged |
| Abound Wealth Management | 322 | $159.1K | 0.05% | +11+3.5% | Added |
| Centiva Capital, LP | 326 | $161.0K | 0.01% | −2,428−88.2% | Reduced |
| Stone House Investment Management, LLC | 334 | $164.9K | 0.03% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 335 | $165.7K | 0.01% | +65+24.1% | Added |
| Sachetta, LLC | 336 | $166.0K | 0.07% | +82+32.3% | Added |
| Washington Trust Advisors, Inc. | 337 | $166.2K | 0.01% | +76+29.1% | Added |
| Activest Wealth Management | 341 | $168.2K | 0.05% | −4−1.2% | Reduced |
| PFG Private Wealth Management, LLC | 348 | $171.8K | 0.10% | −21−5.7% | Reduced |
| McClarren Financial Advisors, Inc. | 493 | $172.0K | 0.19% | +52+11.8% | Added |
| Pin Oak Investment Advisors Inc | 351 | $173.0K | 0.16% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 356 | $175.8K | 0.07% | +6+1.7% | Added |
| LFA - Lugano Financial Advisors SA | 360 | $177.8K | 0.12% | +82+29.5% | Added |
| Bank & Trust Co | 370 | $182.7K | 0.15% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 372 | $183.7K | 0.02% | +32+9.4% | Added |
| Wolff Wiese Magana LLC | 376 | $185.8K | 0.13% | +11+3.0% | Added |
| Blume Capital Management, Inc. | 380 | $187.6K | 0.04% | +16+4.4% | Added |
| Pineridge Advisors LLC | 382 | $188.6K | 0.07% | −54−12.4% | Reduced |