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; 3,633 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
- 3,146
- +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
- 1,230 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 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| Y.D. More Investments Ltd | 12,248 | $6.05M | 0.63% | −2,051−14.3% | Reduced |
| Pinnacle Financial Partners Inc | 12,312 | $6.08M | 0.12% | +26+0.2% | Added |
| Chickasaw Capital Management LLC | 12,315 | $6.08M | 0.26% | +150+1.2% | Added |
| SGL Investment Advisors, Inc. | 11,775 | $6.13M | 3.15% | +11,775 | New |
| Insigneo Advisory Services, LLC | 12,451 | $6.15M | 0.62% | −1,338−9.7% | Reduced |
| Carret Asset Management, LLC | 12,473 | $6.16M | 0.67% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 12,476 | $6.16M | 1.21% | −1,946−13.5% | Reduced |
| KP Management LLC | 12,500 | $6.17M | 2.17% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 12,500 | $6.17M | 1.08% | +261+2.1% | Added |
| Aviso Financial Inc. | 12,523 | $6.18M | 0.31% | +542+4.5% | Added |
| Brevan Howard Capital Management LP | 12,619 | $6.23M | 0.30% | −183−1.4% | Reduced |
| Mather Group, LLC. | 12,680 | $6.26M | 0.08% | −1,407−10.0% | Reduced |
| Dakota Wealth Management | 12,695 | $6.27M | 0.14% | +132+1.1% | Added |
| DoubleLine ETF Adviser LP | 12,751 | $6.30M | 1.53% | −920−6.7% | Reduced |
| WSFS Capital Management, LLC | 12,769 | $6.31M | 0.34% | −337−2.6% | Reduced |
| Generate Investment Management Ltd | 12,795 | $6.32M | 0.42% | +12,795 | New |
| Profund Advisors LLC | 12,816 | $6.33M | 0.24% | +290+2.3% | Added |
| WCG Wealth Advisors LLC | 12,819 | $6.33M | 0.43% | −274−2.1% | Reduced |
| Icon Wealth Advisors, LLC | 12,837 | $6.34M | 0.53% | −295−2.2% | Reduced |
| Hixon Zuercher, LLC | 12,888 | $6.36M | 2.49% | −4,336−25.2% | Reduced |
| Clearbridge Investments, LLC | 12,907 | $6.37M | 0.01% | −224−1.7% | Reduced |
| Thoroughbred Financial Services, LLC | 12,957 | $6.40M | 0.41% | −842−6.1% | Reduced |
| Sabal Trust CO | 12,988 | $6.41M | 0.35% | +1,048+8.8% | Added |
| Alta Fox Capital Management, LLC | 13,000 | $6.42M | 3.28% | 00.0% | Unchanged |
| Frank, Rimerman Advisors LLC | 13,034 | $6.44M | 0.46% | +2,024+18.4% | Added |
| ClariVest Asset Management LLC | 14,604 | $6.44M | 0.66% | 00.0% | Unchanged |
| Deltec Asset Management LLC | 13,126 | $6.48M | 1.28% | −147−1.1% | Reduced |
| Capital Investment Counsel, LLC | 13,144 | $6.49M | 1.12% | +596+4.7% | Added |
| Connable Office Inc | 13,149 | $6.49M | 0.65% | −98−0.7% | Reduced |
| CFO4Life Group, LLC | 13,149 | $6.49M | 1.15% | +13+0.1% | Added |
| Little House Capital LLC | 13,199 | $6.52M | 1.87% | +1,598+13.8% | Added |
| Leavell Investment Management, Inc. | 13,248 | $6.54M | 0.33% | −38−0.3% | Reduced |
| Icon Advisers Inc | 13,315 | $6.57M | 1.38% | −6,590−33.1% | Reduced |
| Farther Finance Advisors, LLC | 13,319 | $6.58M | 0.25% | +974+7.9% | Added |
| Mirabaud Asset Management Ltd | 13,329 | $6.58M | 2.71% | 00.0% | Unchanged |
| First National Advisers, LLC | 13,332 | $6.58M | 1.05% | +423+3.3% | Added |
| Nottingham Advisors, Inc. | 13,352 | $6.59M | 0.73% | −350−2.6% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,405 | $6.62M | 2.81% | −127−0.9% | Reduced |
| B&L Asset Management LLC | 13,519 | $6.68M | 4.22% | +13,519 | New |
| First National Bank of Omaha | 13,549 | $6.69M | 0.43% | −1,168−7.9% | Reduced |
| Lockheed Martin Investment Management Co | 13,610 | $6.72M | 0.31% | −400−2.9% | Reduced |
| GLOBALT Investments LLC | 13,855 | $6.84M | 0.26% | −508−3.5% | Reduced |
| Yarbrough Capital, LLC | 13,878 | $6.85M | 0.28% | 00.0% | Unchanged |
| Welch Group, LLC | 13,888 | $6.86M | 0.30% | +565+4.2% | Added |
| Alcosta Capital Management, Inc. | 13,935 | $6.88M | 4.11% | +96+0.7% | Added |
| Elite Wealth Management, Inc. | 13,976 | $6.90M | 1.59% | +157+1.1% | Added |
| S.E.E.D. Planning Group LLC | 13,979 | $6.90M | 2.29% | +510+3.8% | Added |
| Parsons Capital Management Inc | 13,999 | $6.91M | 0.44% | −388−2.7% | Reduced |
| Bridgewater Advisors Inc. | 13,719 | $6.95M | 0.73% | +99+0.7% | Added |
| Shorepoint Capital Partners LLC | 14,067 | $6.95M | 1.58% | −868−5.8% | Reduced |
| Codex Capital Asset Management L.L.C. | 14,100 | $6.95M | 3.08% | 00.0% | Unchanged |
| Norden Group LLC | 14,092 | $6.96M | 0.82% | +4,845+52.4% | Added |
| Cubist Systematic Strategies, LLC | 14,152 | $6.99M | 0.11% | −13,004−47.9% | Reduced |
| Peachtree Investment Partners, LLC | 14,172 | $7.00M | 2.63% | +19+0.1% | Added |
| Mandatum Life Insurance Co Ltd | 14,249 | $7.04M | 2.16% | +24+0.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 14,250 | $7.04M | 0.33% | −593−4.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 14,280 | $7.05M | 0.27% | +1,058+8.0% | Added |
| Dnca Finance | 14,300 | $7.06M | 0.61% | −6,700−31.9% | Reduced |
| Verdence Capital Advisors LLC | 14,314 | $7.07M | 0.56% | +745+5.5% | Added |
| Marshall & Sullivan Inc | 14,361 | $7.09M | 3.41% | −304−2.1% | Reduced |
| Natixis Investment Managers International | 14,361 | $7.09M | 0.51% | −62−0.4% | Reduced |
| Soltis Investment Advisors LLC | 14,419 | $7.12M | 0.70% | +808+5.9% | Added |
| Pacific Global Investment Management CO | 14,429 | $7.12M | 1.29% | −214−1.5% | Reduced |
| Roman Butler Fullerton & Co | 14,074 | $7.14M | 2.15% | −1,019−6.8% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,458 | $7.14M | 0.14% | −119−0.8% | Reduced |
| Executive Wealth Management, LLC | 14,462 | $7.14M | 0.56% | +93+0.6% | Added |
| Whalerock Point Partners, LLC | 14,493 | $7.16M | 1.70% | +1,337+10.2% | Added |
| Ninety One SA (PTY) Ltd | 14,494 | $7.16M | 1.56% | −15,132−51.1% | Reduced |
| Armstrong Henry H Associates Inc | 14,502 | $7.16M | 0.69% | −50−0.3% | Reduced |
| Portside Wealth Group, LLC | 14,506 | $7.16M | 1.22% | −17−0.1% | Reduced |
| CFM Wealth Partners LLC | 14,556 | $7.19M | 1.26% | +1,229+9.2% | Added |
| Alberta Investment Management Corp | 14,600 | $7.21M | 0.06% | −44,544−75.3% | Reduced |
| Hall Laurie J Trustee | 14,602 | $7.21M | 2.28% | +35+0.2% | Added |
| Moser Wealth Advisors, LLC | 14,645 | $7.23M | 3.75% | 00.0% | Unchanged |
| Rossmore Private Capital | 14,656 | $7.24M | 0.89% | +155+1.1% | Added |
| First PREMIER Bank | 14,660 | $7.24M | 1.80% | +8+0.1% | Added |
| Stokes Capital Advisors, LLC | 14,667 | $7.24M | 1.86% | +624+4.4% | Added |
| Kennedy Capital Management, Inc. | 14,737 | $7.28M | 0.16% | +4,508+44.1% | Added |
| Peapack Gladstone Financial Corp | 14,757 | $7.29M | 0.11% | −151−1.0% | Reduced |
| Poehling Capital Management, LLC | 14,801 | $7.31M | 1.87% | −29−0.2% | Reduced |
| We Are One Seven, LLC | 14,825 | $7.32M | 0.32% | +1,152+8.4% | Added |
| China Universal Asset Management Co., Ltd. | 14,834 | $7.33M | 0.81% | +1,893+14.6% | Added |
| Fort Sheridan Advisors LLC | 14,841 | $7.33M | 1.11% | +243+1.7% | Added |
| Parisi Gray Wealth Management | 14,849 | $7.33M | 2.42% | +49+0.3% | Added |
| Eukles Asset Management | 14,912 | $7.36M | 2.96% | −47−0.3% | Reduced |
| Wealthspire Advisors, LLC | 14,927 | $7.37M | 0.07% | +1,207+8.8% | Added |
| Integrated Wealth Concepts LLC | 14,928 | $7.37M | 0.09% | +442+3.1% | Added |
| Axxcess Wealth Management, LLC | 14,934 | $7.37M | 0.19% | +307+2.1% | Added |
| De Burlo Group Inc | 14,942 | $7.38M | 0.91% | −100−0.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $7.41M | 1.60% | 00.0% | Unchanged |
| Addenda Capital Inc. | 15,022 | $7.42M | 0.26% | +10.0% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,035 | $7.42M | 0.28% | −2,135−12.4% | Reduced |
| Ingalls & Snyder LLC | 15,044 | $7.43M | 0.29% | +835+5.9% | Added |
| Lyell Wealth Management, LP | 15,063 | $7.44M | 0.68% | +1,314+9.6% | Added |
| Transform Wealth, LLC | 15,083 | $7.45M | 0.49% | +211+1.4% | Added |
| Conning Inc. | 15,087 | $7.45M | 0.25% | −337−2.2% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 15,102 | $7.46M | 1.21% | −1,789−10.6% | Reduced |
| Camden Capital, LLC | 15,112 | $7.46M | 0.81% | +799+5.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 15,157 | $7.48M | 0.26% | −325−2.1% | Reduced |
| Spears Abacus Advisors LLC | 15,205 | $7.51M | 0.15% | +370+2.5% | Added |