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
- 3,146
- +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 | 3,634 | $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 |
|---|---|---|---|---|---|
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,964 | $5.41M | 1.36% | 00.0% | Unchanged |
| NorthRock Partners, LLC | 10,841 | $5.35M | 0.18% | +636+6.2% | Added |
| Wolverine Trading, LLC | 10,831 | $5.35M | 0.14% | −20,321−65.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 10,823 | $5.34M | 0.39% | −534−4.7% | Reduced |
| Peterson Wealth Management | 10,771 | $5.32M | 3.40% | −37−0.3% | Reduced |
| K.J. Harrison & Partners Inc | 10,323 | $5.32M | 0.80% | +3,978+62.7% | Added |
| Lake Street Advisors Group, LLC | 10,765 | $5.32M | 0.25% | +71+0.7% | Added |
| Financial Counselors Inc | 10,716 | $5.29M | 0.08% | +640+6.4% | Added |
| Chicago Partners Investment Group LLC | 10,283 | $5.28M | 0.19% | −1,913−15.7% | Reduced |
| Kennedy Investment Group | 10,696 | $5.28M | 2.43% | +111+1.0% | Added |
| Reuter James Wealth Management, LLC | 10,675 | $5.27M | 0.97% | +10,675 | New |
| Fairview Capital Investment Management, LLC | 10,668 | $5.27M | 0.28% | +65+0.6% | Added |
| Aft, Forsyth & Company, Inc. | 10,653 | $5.26M | 2.60% | −23−0.2% | Reduced |
| ROI Financial Advisors, LLC | 10,651 | $5.26M | 3.63% | +536+5.3% | Added |
| Interval Partners, LP | 10,615 | $5.24M | 0.15% | +10,615 | New |
| Schechter Investment Advisors, LLC | 10,553 | $5.21M | 0.38% | −4,848−31.5% | Reduced |
| Modera Wealth Management, LLC | 10,515 | $5.19M | 0.07% | +644+6.5% | Added |
| GAMMA Investing LLC | 10,513 | $5.19M | 0.51% | +2,239+27.1% | Added |
| Agf Management Ltd | 10,505 | $5.19M | 0.03% | +3,665+53.6% | Added |
| Jupiter Wealth Management LLC | 10,462 | $5.17M | 2.64% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 10,459 | $5.16M | 1.63% | +1,572+17.7% | Added |
| Quadrant Capital Group LLC | 10,440 | $5.16M | 0.36% | +42+0.4% | Added |
| Jaffetilchin Investment Partners, LLC | 10,433 | $5.15M | 0.39% | +2,731+35.5% | Added |
| Cloverfields Capital Group, LP | 10,402 | $5.14M | 1.66% | −960−8.4% | Reduced |
| Globeflex Capital L P | 10,401 | $5.14M | 0.49% | 00.0% | Unchanged |
| Azzad Asset Management Inc | 10,386 | $5.13M | 0.58% | +10,386 | New |
| Mission Wealth Management, LP | 10,343 | $5.11M | 0.13% | +444+4.5% | Added |
| Trium Capital LLP | 10,338 | $5.11M | 2.34% | +222+2.2% | Added |
| Old National Bancorp | 10,325 | $5.10M | 0.12% | +414+4.2% | Added |
| Spirepoint Private Client, LLC | 10,282 | $5.08M | 0.67% | +284+2.8% | Added |
| Clarius Group, LLC | 10,300 | $5.07M | 0.36% | −91−0.9% | Reduced |
| Legacy Advisors, LLC | 10,248 | $5.06M | 0.55% | +1,214+13.4% | Added |
| Reliant Investment Management, LLC | 10,239 | $5.06M | 2.38% | −138−1.3% | Reduced |
| AlTi Global, Inc. | 10,231 | $5.05M | 0.12% | −912−8.2% | Reduced |
| Advanced Asset Management Advisors Inc | 11,450 | $5.05M | 1.35% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 10,227 | $5.05M | 0.67% | +50+0.5% | Added |
| Kingswood Wealth Advisors, LLC | 10,212 | $5.04M | 0.36% | +1,176+13.0% | Added |
| Vise Technologies, Inc. | 10,202 | $5.04M | 0.64% | +4,802+88.9% | Added |
| ICW Investment Advisors LLC | 10,199 | $5.04M | 2.10% | +33+0.3% | Added |
| Buckingham Strategic Partners | 10,141 | $5.01M | 0.11% | +363+3.7% | Added |
| L.M. Kohn & Company | 10,120 | $5.00M | 1.27% | +647+6.8% | Added |
| NovaPoint Capital, LLC | 10,119 | $5.00M | 1.55% | −30−0.3% | Reduced |
| Prospera Financial Services Inc | 10,091 | $4.99M | 0.13% | +196+2.0% | Added |
| Alliance Wealth Advisors, LLC | 10,036 | $4.96M | 1.30% | −102−1.0% | Reduced |
| S&CO Inc | 10,011 | $4.94M | 0.32% | +1,819+22.2% | Added |
| Smithbridge Asset Management Inc | 10,004 | $4.94M | 0.85% | +4,314+75.8% | Added |
| Hikari Power Ltd | 10,000 | $4.94M | 0.41% | 00.0% | Unchanged |
| Winmill & Co. Inc | 10,000 | $4.94M | 1.66% | 00.0% | Unchanged |
| Matthew 25 Management Corp | 10,000 | $4.94M | 1.66% | 00.0% | Unchanged |
| Northeast Financial Consultants Inc | 9,944 | $4.91M | 0.21% | −278−2.7% | Reduced |
| Ascent Wealth Partners, LLC | 9,910 | $4.89M | 0.68% | +16+0.2% | Added |
| Dynasty Wealth Management, LLC | 9,890 | $4.88M | 0.15% | −1,414−12.5% | Reduced |
| Jasper Ridge Partners, L.P. | 9,871 | $4.87M | 0.14% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 9,870 | $4.87M | 0.10% | +4,774+93.7% | Added |
| Twinbeech Capital LP | 9,865 | $4.87M | 0.09% | −131,377−93.0% | Reduced |
| Williams Jones Wealth Management, LLC. | 9,833 | $4.86M | 0.06% | +146+1.5% | Added |
| Change Path, LLC | 9,783 | $4.83M | 0.16% | +2,601+36.2% | Added |
| Private Advisory Group LLC | 9,780 | $4.83M | 0.61% | +897+10.1% | Added |
| Linden Thomas Advisory Services, LLC | 9,777 | $4.83M | 0.66% | +1,269+14.9% | Added |
| Trust Asset Management LLC | 9,761 | $4.82M | 0.38% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 9,747 | $4.81M | 0.61% | −182−1.8% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,732 | $4.81M | 0.34% | +1,565+19.2% | Added |
| Processus Wealth & Capital Management, LLC | 9,718 | $4.80M | 3.95% | −782−7.4% | Reduced |
| First Hawaiian Bank | 9,704 | $4.79M | 0.15% | −3,876−28.5% | Reduced |
| Ronald Blue Trust, Inc. | 10,851 | $4.79M | 0.06% | +5,128+89.6% | Added |
| Sunbelt Securities, Inc. | 9,665 | $4.77M | 0.47% | +443+4.8% | Added |
| BBR Partners, LLC | 9,645 | $4.76M | 0.36% | −274−2.8% | Reduced |
| Grandfield & Dodd, LLC | 9,644 | $4.76M | 0.28% | −70−0.7% | Reduced |
| Greenline Partners, LLC | 9,633 | $4.76M | 0.68% | 00.0% | Unchanged |
| Galvin, Gaustad & Stein, LLC | 9,614 | $4.75M | 0.42% | −444−4.4% | Reduced |
| Synergy Financial Management, LLC | 9,610 | $4.75M | 0.72% | +987+11.4% | Added |
| Sigma Planning Corp | 9,598 | $4.74M | 0.15% | −69−0.7% | Reduced |
| Harbour Investments, Inc. | 9,567 | $4.72M | 0.14% | −80−0.8% | Reduced |
| Leelyn Smith, LLC | 9,537 | $4.71M | 0.85% | +53+0.6% | Added |
| Martin Capital Advisors, LLP | 9,528 | $4.70M | 3.35% | +36+0.4% | Added |
| Sargent Investment Group, LLC | 9,526 | $4.70M | 0.85% | +775+8.9% | Added |
| Dorsey & Whitney Trust CO LLC | 9,510 | $4.70M | 0.25% | +1,171+14.0% | Added |
| Bank Ozk | 9,485 | $4.68M | 1.93% | −63−0.7% | Reduced |
| Summit Financial, LLC | 9,470 | $4.68M | 0.18% | +1,574+19.9% | Added |
| Moody National Bank Trust Division | 9,467 | $4.67M | 0.50% | +698+8.0% | Added |
| Wedmont Private Capital | 9,514 | $4.67M | 0.27% | +260+2.8% | Added |
| Bretton Capital Management, LLC | 9,380 | $4.63M | 4.42% | +9,380 | New |
| RB Capital Management, LLC | 9,357 | $4.62M | 1.09% | +290+3.2% | Added |
| Anchor Investment Management, LLC | 9,345 | $4.61M | 0.44% | +153+1.7% | Added |
| Whitford Management LLC | 9,339 | $4.61M | 2.62% | −495−5.0% | Reduced |
| Cornerstone Advisory, LLC | 9,304 | $4.59M | 0.60% | +374+4.2% | Added |
| Cary Street Partner Investment Advisory LLC | 9,301 | $4.59M | 0.17% | +2,204+31.1% | Added |
| Tranquility Partners, LLC | 9,293 | $4.59M | 1.66% | −30−0.3% | Reduced |
| San Luis Wealth Advisors LLC | 9,282 | $4.58M | 0.95% | +711+8.3% | Added |
| Edmond de Rothschild Holding S.A. | 9,280 | $4.58M | 0.07% | −2,816−23.3% | Reduced |
| Artemis Investment Management LLP | 9,268 | $4.58M | 0.07% | −16,925−64.6% | Reduced |
| Flagship Harbor Advisors, LLC | 9,236 | $4.56M | 0.25% | +52+0.6% | Added |
| Fairhaven Wealth Management, LLC | 9,228 | $4.56M | 1.40% | +42+0.5% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 9,219 | $4.55M | 0.02% | −37,882−80.4% | Reduced |
| Mathes Company, Inc. | 9,149 | $4.52M | 1.59% | −237−2.5% | Reduced |
| Gryphon Financial Partners LLC | 9,116 | $4.50M | 0.61% | +201+2.3% | Added |
| Bremer Bank National Association | 9,089 | $4.49M | 0.85% | −241−2.6% | Reduced |
| Morse Asset Management, Inc | 9,089 | $4.49M | 0.97% | −260−2.8% | Reduced |
| North Star Investment Management Corp. | 9,089 | $4.49M | 0.31% | +10.0% | Added |
| Kampmann Melissa S. | 9,075 | $4.48M | 3.17% | 00.0% | Unchanged |