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 |
|---|---|---|---|---|---|
| Barrett & Company, Inc. | 555 | $274.1K | 0.12% | −41−6.9% | Reduced |
| Greenwood Capital Associates LLC | 557 | $275.0K | 0.04% | −92−14.2% | Reduced |
| Glassy Mountain Advisors, Inc. | 558 | $275.5K | 0.10% | 00.0% | Unchanged |
| Andina Capital Management, LLC | 559 | $276.0K | 0.21% | −45−7.5% | Reduced |
| Northstar Asset Management LLC | 559 | $276.0K | 0.06% | −9−1.6% | Reduced |
| Barings LLC | 559 | $276.0K | 0.01% | +559 | New |
| GPM Growth Investors, Inc. | 560 | $276.5K | 0.12% | −36−6.0% | Reduced |
| Acorn Creek Capital LLC | 560 | $276.5K | 0.15% | +39+7.5% | Added |
| Payden & Rygel | 560 | $277.0K | 0.02% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 562 | $277.7K | 0.23% | +100+21.6% | Added |
| Raleigh Capital Management Inc. | 563 | $277.8K | 0.11% | +31+5.8% | Added |
| Facet Wealth, Inc. | 547 | $277.9K | 0.01% | −5−0.9% | Reduced |
| Centennial Bank | 565 | $279.0K | 0.13% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 567 | $280.0K | 0.04% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 568 | $280.5K | 0.02% | −31−5.2% | Reduced |
| Darwin Advisors, LLC | 570 | $281.3K | 0.08% | −26−4.4% | Reduced |
| von Borstel & Associates, Inc. | 571 | $282.0K | 0.16% | +571 | New |
| Founders Financial Securities LLC | 572 | $282.5K | 0.03% | −45−7.3% | Reduced |
| N.E.W. Advisory Services LLC | 572 | $282.5K | 0.03% | 00.0% | Unchanged |
| Western Financial Corp | 574 | $283.7K | 0.16% | +1+0.2% | Added |
| Accel Wealth Management | 577 | $285.0K | 0.11% | +2+0.3% | Added |
| Garner Asset Management Corp | 578 | $286.0K | 0.13% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 582 | $287.4K | 0.05% | +1+0.2% | Added |
| MSH Capital Advisors LLC | 583 | $287.9K | 0.09% | −41−6.6% | Reduced |
| Cape Ann Savings Bank | 586 | $289.4K | 0.17% | −60−9.3% | Reduced |
| Highview Capital Management LLC | 586 | $289.4K | 0.12% | 00.0% | Unchanged |
| LifePro Asset Management | 587 | $289.9K | 0.18% | +587 | New |
| Wealthstream Advisors, Inc. | 587 | $289.9K | 0.05% | +64+12.2% | Added |
| Operose Advisors LLC | 588 | $290.4K | 0.09% | +37+6.7% | Added |
| Gilman Hill Asset Management, LLC | 589 | $290.8K | 0.05% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 589 | $290.8K | 0.12% | +30+5.4% | Added |
| New England Research & Management, Inc. | 590 | $291.0K | 0.14% | −660−52.8% | Reduced |
| Campbell Wealth Management | 589 | $291.0K | 0.03% | +4+0.7% | Added |
| MGO Private Wealth, LLC | 590 | $291.3K | 0.21% | −768−56.6% | Reduced |
| Independent Wealth Network Inc. | 592 | $292.3K | 0.13% | −53−8.2% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 592 | $292.3K | 0.23% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 593 | $292.8K | 0.09% | −17−2.8% | Reduced |
| Arcadia Investment Management Corp | 593 | $292.8K | 0.05% | +25+4.4% | Added |
| Frisch Financial Group, Inc. | 598 | $295.0K | 0.09% | −195−24.6% | Reduced |
| Catalyst Funds Management Pty Ltd | 600 | $296.3K | 0.07% | −400−40.0% | Reduced |
| American Capital Advisory, LLC | 600 | $296.3K | 0.17% | 00.0% | Unchanged |
| Tuttle Tactical Management | 601 | $296.8K | 1.61% | +78+14.9% | Added |
| Fusion Family Wealth LLC | 602 | $297.3K | 0.03% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 603 | $297.8K | 0.13% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 604 | $298.2K | 0.18% | −88−12.7% | Reduced |
| Ullmann Financial Group, Inc. | 605 | $298.7K | 0.04% | +100+19.8% | Added |
| Kathleen S. Wright Associates Inc. | 601 | $298.8K | 0.12% | −75−11.1% | Reduced |
| Hofer & Associates. Inc | 607 | $300.0K | 0.21% | 00.0% | Unchanged |
| Element Pointe Advisors, LLC | 608 | $300.2K | 0.07% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 613 | $302.7K | 0.05% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 616 | $304.2K | 0.07% | 00.0% | Unchanged |
| Vigilare Wealth Management | 620 | $306.2K | 0.12% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 620 | $306.2K | 0.25% | +53+9.3% | Added |
| Glass Jacobson Investment Advisors llc | 624 | $308.1K | 0.10% | 00.0% | Unchanged |
| Acorn Financial Advisory Services Inc | 629 | $310.7K | 0.06% | −33−5.0% | Reduced |
| MBB Public Markets I LLC | 630 | $311.1K | 0.03% | −58,596−98.9% | Reduced |
| Trustmark National Bank Trust Department | 630 | $311.1K | 0.02% | −5−0.8% | Reduced |
| Freedom Day Solutions, LLC | 631 | $311.5K | 0.10% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 631 | $311.6K | 0.21% | −51−7.5% | Reduced |
| Albion Financial Group | 631 | $311.6K | 0.02% | −185−22.7% | Reduced |
| WealthBridge Investment Counsel Inc. | 632 | $312.0K | 0.11% | 00.0% | Unchanged |
| Chicago Wealth Management, Inc. | 632 | $312.1K | 0.17% | 00.0% | Unchanged |
| Integral Investment Advisors, Inc. | 632 | $312.1K | 0.10% | +50+8.6% | Added |
| Denver Wealth Management, Inc. | 633 | $312.5K | 0.14% | +19+3.1% | Added |
| Red Door Wealth Management, LLC | 633 | $312.7K | 0.05% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 710 | $313.0K | 0.04% | 00.0% | Unchanged |
| Eisler Capital (US) LLC | 635 | $313.6K | 0.06% | −7,161−91.9% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 635 | $313.6K | 0.17% | 00.0% | Unchanged |
| Genesee Capital Advisors, LLC | 635 | $313.6K | 0.15% | −18−2.8% | Reduced |
| Fortitude Family Office, LLC | 636 | $314.1K | 0.12% | +63+11.0% | Added |
| Wealthquest Corp | 633 | $314.2K | 0.03% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 638 | $314.8K | 0.09% | +638 | New |
| Leslie Global Wealth, LLC | 639 | $315.5K | 0.15% | +26+4.2% | Added |
| Retirement Planning Group | 647 | $319.5K | 0.02% | +647 | New |
| Adirondack Trust Co | 648 | $320.0K | 0.12% | 00.0% | Unchanged |
| LongView Wealth Management | 650 | $321.0K | 0.10% | −35−5.1% | Reduced |
| Mizuho Securities Co. Ltd. | 650 | $321.0K | 0.79% | +470+261.1% | Added |
| Oak Harbor Wealth Partners, LLC | 651 | $321.5K | 0.09% | −3−0.5% | Reduced |
| Berkeley Capital Partners, LLC | 652 | $321.9K | 0.09% | +3+0.5% | Added |
| Stage Harbor Financial, LLC | 642 | $322.5K | 0.29% | +60+10.3% | Added |
| Sandy Cove Advisors, LLC | 653 | $322.5K | 0.13% | +30+4.8% | Added |
| Garden State Investment Advisory Services LLC | 655 | $323.8K | 0.10% | +31+5.0% | Added |
| Founders Financial Alliance, LLC | 657 | $324.3K | 0.09% | +4+0.6% | Added |
| Nadler Financial Group, Inc. | 657 | $324.4K | 0.04% | 00.0% | Unchanged |
| City State Bank | 657 | $324.4K | 0.12% | 00.0% | Unchanged |
| JNBA Financial Advisors | 659 | $325.4K | 0.03% | 00.0% | Unchanged |
| Invst, LLC | 660 | $325.9K | 0.04% | −169−20.4% | Reduced |
| Marble Harbor Investment Counsel, LLC | 660 | $325.9K | 0.04% | 00.0% | Unchanged |
| One Degree Advisors Inc | 661 | $326.0K | 0.14% | 00.0% | Unchanged |
| WFA of San Diego, LLC | 662 | $326.9K | 0.28% | 00.0% | Unchanged |
| Ted Buchan & Co | 662 | $326.9K | 0.16% | 00.0% | Unchanged |
| Kowal Investment Group, LLC | 664 | $328.0K | 0.06% | −2−0.3% | Reduced |
| Sustainable Insight Capital Management, LLC | 667 | $329.4K | 0.15% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 667 | $329.5K | 0.10% | +667 | New |
| Tower View Investment Management & Research LLC | 672 | $331.8K | 0.18% | +38+6.0% | Added |
| Tranquilli Financial Advisor LLC | 672 | $331.8K | 0.21% | −1−0.1% | Reduced |
| Titleist Asset Management, LLC | 674 | $332.7K | 0.05% | −60−8.2% | Reduced |
| Intrinsic Value Partners, LLC | 675 | $333.3K | 0.33% | −101−13.0% | Reduced |
| ORG Partners LLC | 675 | $333.9K | 0.05% | −2,413−78.1% | Reduced |
| Clarity Financial LLC | 676 | $334.0K | 0.04% | −121−15.2% | Reduced |