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 |
|---|---|---|---|---|---|
| GenTrust, LLC | 1,109 | $547.4K | 0.03% | +1,109 | New |
| LifeSteps Financial, Inc. | 1,110 | $548.1K | 0.43% | −9−0.8% | Reduced |
| Angeles Investment Advisors, LLC | 1,112 | $549.1K | 0.03% | −13−1.2% | Reduced |
| Canvas Wealth Advisors, LLC | 1,112 | $549.1K | 0.15% | +309+38.5% | Added |
| Convergence Financial, LLC | 1,112 | $549.1K | 0.12% | +152+15.8% | Added |
| NTV Asset Management LLC | 1,113 | $549.5K | 0.07% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 1,115 | $550.6K | 0.02% | −42−3.6% | Reduced |
| Pacitti Group Inc. | 1,116 | $551.3K | 0.26% | −362−24.5% | Reduced |
| Westwood Holdings Group Inc. | 1,117 | $551.6K | 0.00% | +14+1.3% | Added |
| Foster & Motley Inc | 1,118 | $552.0K | 0.04% | −68−5.7% | Reduced |
| Rappaport Reiches Capital Management, LLC | 1,118 | $552.1K | 0.15% | +6+0.5% | Added |
| TCFG Wealth Management, LLC | 1,122 | $554.0K | 0.28% | +1,122 | New |
| DCM Advisors, LLC | 1,123 | $554.5K | 0.28% | −61−5.2% | Reduced |
| WESPAC Advisors, LLC | 1,125 | $555.5K | 0.41% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,125 | $555.6K | 0.03% | −75−6.3% | Reduced |
| Bank Hapoalim BM | 1,128 | $557.0K | 0.08% | −143−11.3% | Reduced |
| Centerpoint Advisors, LLC | 1,127 | $557.0K | 0.19% | −50−4.2% | Reduced |
| Hodges Capital Management Inc. | 1,130 | $557.7K | 0.04% | +1+0.1% | Added |
| Patrick M Sweeney & Associates, Inc | 1,130 | $557.8K | 0.41% | +37+3.4% | Added |
| Horiko Capital Management LLC | 1,130 | $558.0K | 0.16% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 1,130 | $558.1K | 0.29% | −571−33.6% | Reduced |
| Boyd Watterson Asset Management LLC | 1,134 | $560.0K | 0.15% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,137 | $561.6K | 0.20% | −278−19.6% | Reduced |
| Manchester Financial Inc | 1,139 | $562.4K | 0.12% | +11+1.0% | Added |
| Western Pacific Wealth Management, LP | 1,140 | $562.8K | 0.37% | −45−3.8% | Reduced |
| Navalign, LLC | 1,143 | $564.4K | 0.17% | −19−1.6% | Reduced |
| Dorchester Wealth Management Co | 1,145 | $565.5K | 0.10% | −833−42.1% | Reduced |
| Signal Advisors Wealth, LLC | 1,150 | $567.9K | 0.08% | +1,150 | New |
| Financial Perspectives, Inc | 1,151 | $568.6K | 0.20% | −32−2.7% | Reduced |
| Citadel Investment Advisory, Inc. | 1,155 | $570.0K | 0.30% | −25−2.1% | Reduced |
| Diversified Portfolios, Inc. | 1,155 | $570.3K | 0.06% | +5+0.4% | Added |
| Park Edge Advisors, LLC | 1,155 | $570.3K | 0.16% | +1,155 | New |
| Sagace Wealth Management LLC | 1,126 | $570.5K | 0.44% | +1,126 | New |
| Susquehanna International Group Ltd. | 1,156 | $570.8K | 0.12% | +1,156 | New |
| Barlow Wealth Partners, Inc. | 1,162 | $570.9K | 0.07% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,162 | $573.8K | 0.11% | −50−4.1% | Reduced |
| Mattern Capital Management, LLC | 1,162 | $573.8K | 0.07% | +116+11.1% | Added |
| Seven Post Investment Office LP | 1,165 | $575.3K | 0.09% | 00.0% | Unchanged |
| Cedrus LLC | 1,167 | $576.3K | 0.21% | +140+13.6% | Added |
| Atlas Private Wealth Advisors | 1,168 | $577.0K | 0.08% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,169 | $578.7K | 0.11% | +288+32.7% | Added |
| Paragon Private Wealth Management, LLC | 1,172 | $578.9K | 0.29% | +192+19.6% | Added |
| Tradition Wealth Management, LLC | 1,173 | $579.2K | 0.05% | −14−1.2% | Reduced |
| McAdam, LLC | 1,174 | $579.7K | 0.03% | +192+19.6% | Added |
| Keudell/Morrison Wealth Management | 1,176 | $580.7K | 0.16% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 1,178 | $581.7K | 0.49% | +1,178 | New |
| Warther Private Wealth, LLC | 1,179 | $582.0K | 0.21% | −85−6.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 1,179 | $582.0K | 0.05% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,179 | $582.1K | 0.12% | +59+5.3% | Added |
| Becker Capital Management Inc | 1,179 | $582.2K | 0.02% | +39+3.4% | Added |
| Legacy Capital Group California, Inc. | 1,180 | $582.7K | 0.19% | −2,079−63.8% | Reduced |
| ZWJ Investment Counsel Inc | 1,183 | $584.0K | 0.02% | −8−0.7% | Reduced |
| Oarsman Capital, Inc. | 1,183 | $584.2K | 0.11% | +281+31.2% | Added |
| Covestor Ltd | 1,185 | $586.0K | 0.37% | +47+4.1% | Added |
| Clean Yield Group | 1,187 | $586.1K | 0.19% | +19+1.6% | Added |
| Verus Capital Partners, LLC | 1,188 | $586.4K | 0.06% | 00.0% | Unchanged |
| Nvest Financial, LLC | 1,188 | $586.5K | 0.33% | +219+22.6% | Added |
| GW Henssler & Associates Ltd | 1,189 | $587.3K | 0.03% | +643+117.8% | Added |
| Townsend & Associates, Inc | 1,144 | $587.7K | 0.06% | −38−3.2% | Reduced |
| CWS Financial Advisors, LLC | 1,190 | $587.8K | 0.21% | +119+11.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,194 | $589.6K | 0.21% | −291−19.6% | Reduced |
| Two Sigma Securities, LLC | 1,196 | $590.6K | 0.05% | −14,356−92.3% | Reduced |
| Aries Wealth Management | 1,196 | $590.6K | 0.16% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,197 | $591.0K | 0.26% | +137+12.9% | Added |
| Jackson Hole Capital Partners, LLC | 1,197 | $591.2K | 0.12% | +23+2.0% | Added |
| KFG Wealth Management, LLC | 1,198 | $591.7K | 0.13% | +102+9.3% | Added |
| Exchange Bank | 1,200 | $592.6K | 0.48% | −4−0.3% | Reduced |
| Rede Wealth, LLC | 1,205 | $594.8K | 0.23% | +4+0.3% | Added |
| FSB Premier Wealth Management, Inc. | 1,206 | $595.6K | 0.24% | +335+38.5% | Added |
| Smith Anglin Financial, LLC | 1,211 | $597.8K | 0.06% | +26+2.2% | Added |
| Riverwater Partners LLC | 1,208 | $598.6K | 0.30% | −17−1.4% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,214 | $599.5K | 0.07% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 1,215 | $600.0K | 0.12% | −13−1.1% | Reduced |
| Keystone Financial Group | 1,216 | $600.6K | 0.08% | +67+5.8% | Added |
| Values Added Financial LLC | 1,217 | $601.0K | 0.38% | +18+1.5% | Added |
| ERTS Wealth Advisors, LLC | 1,219 | $601.9K | 0.11% | −5−0.4% | Reduced |
| Modern Wealth Management, LLC | 1,221 | $602.9K | 0.04% | +180+17.3% | Added |
| CM Wealth Advisors LLC | 1,224 | $604.4K | 0.20% | +1,224 | New |
| Skylands Capital, LLC | 1,225 | $604.9K | 0.08% | −50−3.9% | Reduced |
| Guerra Pan Advisors, LLC | 1,225 | $604.9K | 0.48% | +21+1.7% | Added |
| Financial Network Wealth Advisors LLC | 1,227 | $605.9K | 0.50% | −129−9.5% | Reduced |
| Tanaka Capital Management Inc | 1,228 | $606.0K | 1.40% | −8−0.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,230 | $607.4K | 0.10% | −780−38.8% | Reduced |
| Eaton Financial Holdings Company, LLC | 1,234 | $609.4K | 0.25% | +1,234 | New |
| New Wave Wealth Advisors LLC | 1,236 | $610.3K | 0.28% | +74+6.4% | Added |
| Heritage Oak Wealth Advisors LLC | 1,236 | $610.3K | 0.28% | +335+37.2% | Added |
| First Command Advisory Services, Inc. | 1,237 | $610.8K | 0.01% | +20+1.6% | Added |
| HTLF Bank | 1,240 | $612.3K | 0.07% | −3−0.2% | Reduced |
| Connective Portfolio Management, LLC | 1,235 | $613.0K | 1.20% | 00.0% | Unchanged |
| Fort Pitt Capital Group, LLC | 1,243 | $613.8K | 0.02% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 1,243 | $613.8K | 0.04% | 00.0% | Unchanged |
| Parthenon LLC | 1,243 | $613.8K | 0.07% | +325+35.4% | Added |
| Ariadne Wealth Management, LP | 1,187 | $614.7K | 0.33% | +1,187 | New |
| Capital Advisors Inc | 1,247 | $615.9K | 0.01% | −16−1.3% | Reduced |
| LaFleur & Godfrey LLC | 1,250 | $617.3K | 0.09% | 00.0% | Unchanged |
| Aristides Capital LLC | 1,250 | $617.3K | 0.26% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,254 | $619.2K | 0.31% | −6−0.5% | Reduced |
| Sterling Wealth Management, Inc. | 1,259 | $621.7K | 0.23% | +1,259 | New |
| Symphony Financial Services, Inc. | 1,259 | $621.8K | 0.53% | +34+2.8% | Added |
| Aigen Investment Management, LP | 1,260 | $622.2K | 0.12% | −540−30.0% | Reduced |