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 |
|---|---|---|---|---|---|
| Semmax Financial Advisors Inc. | 6,757 | $3.58M | 0.98% | −250−3.6% | Reduced |
| Old Second National Bank of Aurora | 7,227 | $3.57M | 0.86% | −122−1.7% | Reduced |
| Diversify Advisory Services, LLC | 6,934 | $3.56M | 0.19% | −1,282−15.6% | Reduced |
| Mirabaud & Cie SA | 7,194 | $3.55M | 1.03% | −1,495−17.2% | Reduced |
| CRA Financial Services, LLC | 7,163 | $3.54M | 0.65% | −14−0.2% | Reduced |
| Coronation Fund Managers Ltd. | 7,159 | $3.54M | 0.20% | 00.0% | Unchanged |
| Invesco, LLC | 7,154 | $3.53M | 1.41% | −174−2.4% | Reduced |
| Cox Capital Mgt LLC | 7,141 | $3.53M | 2.11% | −188−2.6% | Reduced |
| Csenge Advisory Group | 7,020 | $3.53M | 0.18% | +20+0.3% | Added |
| Procyon Private Wealth Partners, LLC | 7,137 | $3.52M | 0.24% | +96+1.4% | Added |
| Peoples Financial Services Corp. | 7,131 | $3.52M | 1.60% | −1,074−13.1% | Reduced |
| Perpetual Ltd | 7,114 | $3.51M | 0.04% | −969−12.0% | Reduced |
| Belpointe Asset Management LLC | 7,110 | $3.51M | 0.21% | −1,220−14.6% | Reduced |
| Bank of Hawaii | 7,068 | $3.49M | 0.15% | −141−2.0% | Reduced |
| Orleans Capital Management Corp | 7,057 | $3.48M | 1.98% | −105−1.5% | Reduced |
| Banco de Sabadell, S.A | 7,021 | $3.47M | 2.60% | −901−11.4% | Reduced |
| Seven Eight Capital, LP | 7,020 | $3.47M | 0.31% | −4,932−41.3% | Reduced |
| Leo Wealth, LLC | 7,019 | $3.47M | 0.32% | −91−1.3% | Reduced |
| Oak Family Advisors, LLC | 7,003 | $3.46M | 1.25% | −1,819−20.6% | Reduced |
| Viking Fund Management LLC | 7,000 | $3.46M | 0.56% | 00.0% | Unchanged |
| NBT Bank N A | 6,998 | $3.46M | 0.23% | +18+0.3% | Added |
| Catalytic Wealth RIA, LLC | 6,985 | $3.45M | 0.60% | +918+15.1% | Added |
| Agate Pass Investment Management, LLC | 6,982 | $3.45M | 1.72% | −112−1.6% | Reduced |
| Saturna Capital CORP | 6,970 | $3.44M | 0.05% | −795−10.2% | Reduced |
| Channing Global Advisors, LLC | 6,969 | $3.44M | 2.90% | −27−0.4% | Reduced |
| Stratos Wealth Advisors, LLC | 6,958 | $3.44M | 0.16% | −37−0.5% | Reduced |
| Sawyer & Company, Inc | 6,938 | $3.43M | 1.27% | +116+1.7% | Added |
| Lynch Asset Management, Inc. | 6,925 | $3.42M | 1.44% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 6,889 | $3.40M | 1.04% | +621+9.9% | Added |
| Enterprise Bank & Trust Co | 6,876 | $3.40M | 1.09% | +81+1.2% | Added |
| Spinnaker Trust | 6,853 | $3.38M | 0.21% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 6,847 | $3.38M | 0.47% | −119−1.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,832 | $3.37M | 0.18% | +83+1.2% | Added |
| Archford Capital Strategies, LLC | 6,643 | $3.37M | 0.51% | +40+0.6% | Added |
| NVWM, LLC | 6,781 | $3.35M | 0.85% | −15−0.2% | Reduced |
| MV Capital Management, Inc. | 6,772 | $3.34M | 0.35% | +539+8.6% | Added |
| Quintet Private Bank (Europe) S.A. | 6,739 | $3.33M | 0.19% | +233+3.6% | Added |
| Aptus Capital Advisors, LLC | 6,733 | $3.32M | 0.05% | +536+8.6% | Added |
| Accent Capital Management, LLC | 6,720 | $3.32M | 1.92% | +102+1.5% | Added |
| Hazlett, Burt & Watson, Inc. | 6,692 | $3.30M | 1.52% | +170+2.6% | Added |
| Modus Advisors, LLC | 6,688 | $3.30M | 1.08% | −51−0.8% | Reduced |
| Simmons Bank | 6,679 | $3.30M | 0.24% | +205+3.2% | Added |
| Brown Capital Management LLC | 6,667 | $3.29M | 0.07% | −22−0.3% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 6,655 | $3.29M | 0.66% | +546+8.9% | Added |
| Redmond Asset Management, LLC | 6,652 | $3.28M | 1.03% | −178−2.6% | Reduced |
| Ameritas Advisory Services, LLC | 6,644 | $3.28M | 0.14% | −3,375−33.7% | Reduced |
| Country Club Bank | 6,636 | $3.28M | 0.22% | −67−1.0% | Reduced |
| Prosperity Consulting Group, LLC | 6,595 | $3.26M | 0.25% | +5,111+344.4% | Added |
| Hamilton Capital Partners Inc. | 6,570 | $3.24M | 0.28% | +1,017+18.3% | Added |
| Legato Capital Management LLC | 6,564 | $3.24M | 0.40% | +1,352+25.9% | Added |
| Financial Advocates Investment Management | 6,508 | $3.21M | 0.18% | −271−4.0% | Reduced |
| LVW Advisors, LLC | 6,504 | $3.21M | 0.41% | +648+11.1% | Added |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $3.21M | 0.95% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 6,488 | $3.20M | 0.28% | −476−6.8% | Reduced |
| Maia Wealth LLC | 6,243 | $3.19M | 0.79% | +541+9.5% | Added |
| Garrison Asset Management, LLC | 6,432 | $3.18M | 1.61% | −52−0.8% | Reduced |
| StoneX Group Inc. | 6,429 | $3.17M | 0.23% | +607+10.4% | Added |
| Farmers & Merchants Investments Inc | 6,417 | $3.17M | 0.10% | +24+0.4% | Added |
| Pensionfund Sabic | 6,400 | $3.16M | 0.99% | −1,200−15.8% | Reduced |
| Clark Asset Management, LLC | 6,392 | $3.16M | 0.68% | −6,043−48.6% | Reduced |
| HBK Sorce Advisory LLC | 6,383 | $3.15M | 0.10% | −228−3.4% | Reduced |
| Parallax Volatility Advisers, L.P. | 6,343 | $3.13M | 0.08% | −15,940−71.5% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 6,332 | $3.13M | 0.63% | −10.0% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 6,332 | $3.13M | 0.59% | −104−1.6% | Reduced |
| Mutual Advisors, LLC | 6,115 | $3.12M | 0.09% | +141+2.4% | Added |
| Wealthcare Advisory Partners LLC | 6,321 | $3.12M | 0.09% | −345−5.2% | Reduced |
| Kendall Capital Management | 6,306 | $3.11M | 0.96% | +205+3.4% | Added |
| Jacobi Capital Management LLC | 6,287 | $3.10M | 0.23% | +456+7.8% | Added |
| SRS Capital Advisors, Inc. | 6,271 | $3.10M | 0.28% | −24−0.4% | Reduced |
| Sweet Financial Partners, LLC | 6,254 | $3.09M | 0.67% | −80−1.3% | Reduced |
| New Potomac Partners, LLC | 6,241 | $3.08M | 1.58% | −349−5.3% | Reduced |
| West Branch Capital LLC | 6,231 | $3.08M | 1.06% | +275+4.6% | Added |
| Fortune Financial Advisors, LLC | 6,224 | $3.07M | 2.78% | −1,438−18.8% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 6,216 | $3.07M | 0.58% | +2,854+84.9% | Added |
| Trust Point Inc. | 6,211 | $3.07M | 0.23% | +252+4.2% | Added |
| United Bank | 6,195 | $3.06M | 1.41% | −133−2.1% | Reduced |
| Boston Trust Walden Corp | 6,194 | $3.06M | 0.02% | +40+0.6% | Added |
| Howard Capital Management Inc. | 6,183 | $3.05M | 0.05% | +6,183 | New |
| Bridgefront Capital, LLC | 6,161 | $3.04M | 1.17% | −2,330−27.4% | Reduced |
| Alpha Omega Wealth Management LLC | 6,161 | $3.04M | 0.56% | −85−1.4% | Reduced |
| Simon Quick Advisors, LLC | 6,150 | $3.04M | 0.19% | +78+1.3% | Added |
| Angeles Wealth Management, LLC | 6,150 | $3.04M | 0.26% | +931+17.8% | Added |
| Tsai Capital Corp | 6,147 | $3.04M | 2.47% | +24+0.4% | Added |
| J.W. Cole Advisors, Inc. | 6,144 | $3.03M | 0.13% | +1,466+31.3% | Added |
| ProVise Management Group, LLC | 6,120 | $3.02M | 0.24% | −73−1.2% | Reduced |
| Dudley Capital Management, LLC | 6,110 | $3.02M | 1.58% | −75−1.2% | Reduced |
| Skopos Labs, Inc. | 6,105 | $3.01M | 0.99% | +277+4.8% | Added |
| Holderness Investments Co | 6,099 | $3.01M | 0.66% | 00.0% | Unchanged |
| Applied Capital LLC | 6,088 | $3.01M | 2.34% | −30−0.5% | Reduced |
| Voya Financial Advisors, Inc. | 6,063 | $2.99M | 0.32% | −130−2.1% | Reduced |
| New Hampshire Trust | 6,060 | $2.99M | 0.64% | −5−0.1% | Reduced |
| Eqis Capital Management, Inc. | 6,023 | $2.97M | 0.24% | −389−6.1% | Reduced |
| Strong Tower Advisory Services | 6,006 | $2.97M | 0.83% | +278+4.9% | Added |
| Savoie Capital LLC | 6,000 | $2.96M | 0.36% | 00.0% | Unchanged |
| Gables Capital Management Inc. | 5,979 | $2.95M | 1.49% | +15+0.3% | Added |
| WMS Partners, LLC | 5,973 | $2.95M | 0.17% | −1,327−18.2% | Reduced |
| Lynx Investment Advisory | 5,970 | $2.95M | 2.12% | +183+3.2% | Added |
| Cullinan Associates Inc | 5,700 | $2.94M | 0.17% | −500−8.1% | Reduced |
| Americana Partners, LLC | 5,955 | $2.94M | 0.20% | +1,360+29.6% | Added |
| American Planning Services, Inc. | 5,947 | $2.94M | 2.32% | +191+3.3% | Added |