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 |
|---|---|---|---|---|---|
| Heathbridge Capital Management Ltd. | 475 | $234.6K | 0.09% | 00.0% | Unchanged |
| Addison Advisors LLC | 475 | $234.6K | 0.07% | +17+3.7% | Added |
| Blackston Financial Advisory Group, LLC | 475 | $234.6K | 0.12% | +475 | New |
| Precedent Wealth Partners, LLC | 475 | $234.7K | 0.08% | −40−7.8% | Reduced |
| LJI Wealth Management, LLC | 476 | $235.0K | 0.05% | +17+3.7% | Added |
| Channel Wealth LLC | 477 | $235.5K | 0.08% | −23−4.6% | Reduced |
| Flynn Zito Capital Management, LLC | 481 | $237.3K | 0.11% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 482 | $238.1K | 0.07% | 00.0% | Unchanged |
| GGM Financials LLC | 483 | $238.4K | 0.21% | +1+0.2% | Added |
| Eagle Bay Advisors LLC | 483 | $238.5K | 0.09% | −5−1.0% | Reduced |
| Rooted Wealth Advisors, Inc. | 487 | $239.0K | 0.11% | −21−4.1% | Reduced |
| REAP Financial Group, LLC | 486 | $240.0K | 0.06% | +29+6.3% | Added |
| Regimen Wealth, LLC | 488 | $240.8K | 0.08% | +1+0.2% | Added |
| Audent Global Asset Management, LLC | 488 | $241.0K | 0.41% | −1,045−68.2% | Reduced |
| Heartwood Wealth Advisors LLC | 488 | $241.0K | 0.03% | 00.0% | Unchanged |
| Shakespeare Wealth Management, Inc. | 488 | $241.0K | 0.06% | +8+1.7% | Added |
| CSM Advisors, LLC | 490 | $241.0K | 0.02% | +490 | New |
| One Day In July LLC | 490 | $241.9K | 0.03% | +490 | New |
| Pinnacle Holdings, LLC | 491 | $242.5K | 0.09% | +35+7.7% | Added |
| Meridian Investment Counsel Inc. | 492 | $242.9K | 0.07% | −63−11.4% | Reduced |
| Global Strategic Investment Solutions, LLC | 493 | $243.4K | 0.03% | −26−5.0% | Reduced |
| Scientech Research LLC | 494 | $243.9K | 0.05% | −4,677−90.4% | Reduced |
| Gibson Capital, LLC | 495 | $244.4K | 0.05% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 495 | $244.4K | 0.13% | 00.0% | Unchanged |
| Builder Investment Group Inc | 496 | $244.9K | 0.07% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 497 | $245.6K | 0.12% | +497 | New |
| LS Investment Advisors, LLC | 498 | $245.9K | 0.04% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 498 | $245.9K | 0.10% | +498 | New |
| 1776 Wealth LLC | 500 | $246.9K | 0.11% | −5−1.0% | Reduced |
| Unio Capital LLC | 500 | $246.9K | 0.10% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 500 | $246.9K | 0.14% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 500 | $246.9K | 0.10% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 500 | $246.9K | 0.23% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 501 | $247.0K | 0.07% | −37−6.9% | Reduced |
| Doheny Asset Management | 500 | $247.0K | 0.17% | 00.0% | Unchanged |
| Landmark Wealth Management, LLC | 501 | $247.0K | 0.11% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 502 | $247.9K | 0.15% | +23+4.8% | Added |
| Northside Capital Management, LLC | 503 | $248.3K | 0.04% | 00.0% | Unchanged |
| Carrera Capital Advisors | 504 | $248.7K | 0.06% | +21+4.3% | Added |
| Financial Management Professionals, Inc. | 504 | $249.0K | 0.03% | 00.0% | Unchanged |
| Weaver Consulting Group | 505 | $249.4K | 0.08% | 00.0% | Unchanged |
| AJ Advisors, LLC | 506 | $249.8K | 0.13% | +12+2.4% | Added |
| Industrial Alliance Investment Management Inc. | 507 | $250.0K | 0.13% | −68−11.8% | Reduced |
| Blue Zone Wealth Advisors, LLC | 507 | $250.4K | 0.08% | +507 | New |
| Sutton Place Investors LLC | 507 | $250.4K | 0.15% | +507 | New |
| Apeiron RIA LLC | 507 | $250.4K | 0.07% | −2−0.4% | Reduced |
| Portfolio Strategies, Inc. | 508 | $250.7K | 0.03% | 00.0% | Unchanged |
| Roberts Glore & Co Inc | 508 | $250.8K | 0.07% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 508 | $250.8K | 0.22% | +508 | New |
| Wallington Asset Management, LLC | 509 | $251.0K | 0.03% | +509 | New |
| Provident Wealth Management, LLC | 509 | $251.3K | 0.09% | +43+9.2% | Added |
| VanderPol Investments L.L.C. | 511 | $252.3K | 0.56% | −6−1.2% | Reduced |
| Creative Financial Designs Inc | 511 | $252.4K | 0.02% | +87+20.5% | Added |
| Tufton Capital Management | 515 | $254.3K | 0.05% | −159−23.6% | Reduced |
| Phoenix Wealth Advisors | 517 | $255.3K | 0.12% | −200−27.9% | Reduced |
| West Bancorporation Inc | 517 | $255.3K | 0.17% | +22+4.4% | Added |
| MB, Levis & Associates, LLC | 517 | $255.3K | 0.13% | 00.0% | Unchanged |
| Wealth Effects LLC | 518 | $255.8K | 0.09% | −30−5.5% | Reduced |
| Cahaba Wealth Management, Inc. | 519 | $256.1K | 0.02% | −5−1.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 519 | $256.3K | 0.03% | +1+0.2% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 519 | $256.4K | 0.06% | +37+7.7% | Added |
| Main Street Research LLC | 520 | $256.6K | 0.02% | +52+11.1% | Added |
| Carolinas Wealth Consulting LLC | 521 | $256.9K | 0.05% | +110+26.8% | Added |
| Fulton Breakefield Broenniman LLC | 520 | $256.9K | 0.02% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 521 | $257.3K | 0.12% | −11−2.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 523 | $258.3K | 0.10% | 00.0% | Unchanged |
| Holistic Financial Partners | 524 | $258.5K | 0.12% | −42−7.4% | Reduced |
| Fountainhead AM, LLC | 524 | $258.6K | 0.05% | −6−1.1% | Reduced |
| Lafayette Investments, Inc. | 524 | $258.8K | 0.05% | +22+4.4% | Added |
| Etesian Wealth Advisors, Inc. | 524 | $258.8K | 0.12% | +524 | New |
| apricus wealth, LLC | 524 | $258.8K | 0.17% | 00.0% | Unchanged |
| Valued Retirements, Inc. | 525 | $259.2K | 0.36% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 526 | $260.0K | 0.01% | −700−57.1% | Reduced |
| WealthShield Partners, LLC | 527 | $260.2K | 0.04% | +527 | New |
| Monticello Wealth Management, LLC | 529 | $261.2K | 0.02% | +1+0.2% | Added |
| First American Trust, FSB | 530 | $261.9K | 0.03% | +5+1.0% | Added |
| Trinity Financial Advisors LLC | 573 | $262.7K | 0.12% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 532 | $262.7K | 0.03% | 00.0% | Unchanged |
| Eagle Strategies LLC | 533 | $263.0K | 0.05% | +23+4.5% | Added |
| LPWM LLC | 532 | $263.3K | 0.09% | 00.0% | Unchanged |
| Marco Investment Management LLC | 534 | $263.7K | 0.02% | −27−4.8% | Reduced |
| Balentine LLC | 535 | $264.2K | 0.01% | +535 | New |
| Cornell Pochily Investment Advisors, Inc. | 537 | $265.2K | 0.09% | 00.0% | Unchanged |
| Investmark Advisory Group LLC | 538 | $265.8K | 0.13% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 539 | $266.2K | 0.07% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 540 | $266.7K | 0.04% | −3−0.6% | Reduced |
| Wharton Business Group, LLC | 541 | $267.0K | 0.01% | −24−4.2% | Reduced |
| Kingfisher Capital LLC | 542 | $267.4K | 0.06% | +47+9.5% | Added |
| Meyer Handelman Co | 543 | $268.1K | 0.01% | −17−3.0% | Reduced |
| Apollon Financial, LLC | 544 | $268.6K | 0.08% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 544 | $268.6K | 0.05% | +544 | New |
| Legacy Bridge, LLC | 545 | $269.1K | 0.14% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 545 | $269.1K | 0.07% | +56+11.5% | Added |
| O'Dell Group, LLC | 547 | $269.9K | 0.06% | +1+0.2% | Added |
| Lynx Capital Group Ltd | 550 | $271.6K | 0.18% | −267−32.7% | Reduced |
| Financial Advisory Partners, LLC | 550 | $271.6K | 0.09% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 550 | $272.0K | 0.00% | +550 | New |
| WR Wealth Planners, LLC | 551 | $272.1K | 0.08% | +31+6.0% | Added |
| Pacific Capital Wealth Advisors, Inc | 552 | $272.6K | 0.05% | +56+11.3% | Added |
| Watts Gwilliam & Co., LLC | 549 | $273.1K | 0.06% | +549 | New |