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 |
|---|---|---|---|---|---|
| Walled Lake Planning & Wealth Management, LLC | 5,937 | $2.93M | 1.10% | +6+0.1% | Added |
| Gordian Capital Singapore Pte Ltd | 5,906 | $2.92M | 1.11% | −422−6.7% | Reduced |
| Trail Ridge Investment Advisors, LLC | 5,674 | $2.91M | 1.39% | −40−0.7% | Reduced |
| Cannon Advisors, Inc. | 5,903 | $2.91M | 2.38% | +5,903 | New |
| Optas, LLC | 5,831 | $2.88M | 0.66% | −5−0.1% | Reduced |
| Elmwood Wealth Management, Inc. | 5,815 | $2.87M | 1.18% | −68−1.2% | Reduced |
| Chatham Capital Group, Inc. | 5,815 | $2.87M | 0.47% | +156+2.8% | Added |
| Hyperion Capital Advisors LP | 5,804 | $2.87M | 1.35% | 00.0% | Unchanged |
| Segment Wealth Management, LLC | 5,796 | $2.86M | 0.20% | −13−0.2% | Reduced |
| Weatherly Asset Management L. P. | 5,779 | $2.85M | 0.25% | +180+3.2% | Added |
| AMG National Trust Bank | 5,774 | $2.85M | 0.08% | −229−3.8% | Reduced |
| Concord Wealth Partners | 5,753 | $2.84M | 0.47% | +766+15.4% | Added |
| Lakeview Capital Partners, LLC | 5,745 | $2.84M | 0.45% | −2,265−28.3% | Reduced |
| Sander Capital Advisors Inc | 5,735 | $2.83M | 1.31% | −4−0.1% | Reduced |
| Piscataqua Savings Bank | 5,733 | $2.83M | 2.40% | −55−1.0% | Reduced |
| Staley Capital Advisers Inc | 5,723 | $2.83M | 0.13% | 00.0% | Unchanged |
| Wealth Group, Ltd. | 5,722 | $2.83M | 1.90% | −1,771−23.6% | Reduced |
| Marion Wealth Management | 5,718 | $2.82M | 0.75% | +171+3.1% | Added |
| Bell Bank | 5,696 | $2.81M | 0.33% | +1,116+24.4% | Added |
| Independent Financial Group, LLC | 5,695 | $2.81M | 0.10% | −2,391−29.6% | Reduced |
| Cornerstone Wealth Group, LLC | 5,678 | $2.80M | 0.23% | +286+5.3% | Added |
| Gibbs Wealth Management | 5,661 | $2.80M | 0.91% | +520+10.1% | Added |
| Sciencast Management LP | 5,660 | $2.79M | 0.83% | +2,547+81.8% | Added |
| Enterprise Financial Services Corp | 5,649 | $2.79M | 1.63% | −293−4.9% | Reduced |
| SeaBridge Investment Advisors LLC | 5,635 | $2.78M | 0.68% | +45+0.8% | Added |
| Great Lakes Retirement, Inc. | 5,627 | $2.78M | 0.36% | +100+1.8% | Added |
| Nations Financial Group Inc, | 5,616 | $2.77M | 0.20% | −1,363−19.5% | Reduced |
| Avalon Trust Co | 5,616 | $2.77M | 0.21% | −412−6.8% | Reduced |
| Pinkerton Retirement Specialists, LLC | 5,607 | $2.77M | 0.40% | −77−1.4% | Reduced |
| Quadrature Capital Ltd | 5,599 | $2.76M | 0.06% | −44,032−88.7% | Reduced |
| Stableford Capital II LLC | 5,504 | $2.76M | 1.10% | −85−1.5% | Reduced |
| Resonant Capital Advisors, LLC | 5,587 | $2.76M | 0.20% | +412+8.0% | Added |
| Lindbrook Capital, LLC | 5,585 | $2.76M | 0.24% | −1,679−23.1% | Reduced |
| Nia Impact Advisors, LLC | 5,585 | $2.76M | 0.92% | −425−7.1% | Reduced |
| Sierra Capital LLC | 5,584 | $2.76M | 0.33% | +1,513+37.2% | Added |
| Kensington Investment Counsel, LLC | 5,573 | $2.75M | 1.15% | +8+0.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 5,569 | $2.75M | 0.84% | −54−1.0% | Reduced |
| Transcend Wealth Collective, LLC | 5,555 | $2.74M | 0.18% | −21−0.4% | Reduced |
| WT Wealth Management | 5,307 | $2.74M | 0.88% | −1,003−15.9% | Reduced |
| Concord Asset Management, LLC | 5,549 | $2.74M | 0.62% | +834+17.7% | Added |
| WealthBridge Capital Management, LLC | 5,532 | $2.73M | 0.78% | +4,000+261.1% | Added |
| Chicago Trust Co NA | 5,528 | $2.73M | 0.47% | +485+9.6% | Added |
| Cordatus Wealth Management LLC | 5,527 | $2.73M | 0.98% | +65+1.2% | Added |
| Strategic Planning Group, LLC | 5,521 | $2.73M | 0.54% | +377+7.3% | Added |
| SageView Advisory Group, LLC | 5,504 | $2.72M | 0.14% | −599−9.8% | Reduced |
| Alpha Cubed Investments, LLC | 5,498 | $2.72M | 0.12% | +92+1.7% | Added |
| Prosperitas Financial LLC | 5,486 | $2.71M | 1.46% | +283+5.4% | Added |
| Patten & Patten Inc | 5,484 | $2.71M | 0.18% | −1,380−20.1% | Reduced |
| Simplex Trading, LLC | 5,473 | $2.70M | 0.09% | +5,473 | New |
| Churchill Management Corp | 5,470 | $2.70M | 0.03% | −47−0.9% | Reduced |
| Boomfish Wealth Group, LLC | 5,463 | $2.70M | 1.65% | −58−1.1% | Reduced |
| Venturi Wealth Management, LLC | 5,463 | $2.70M | 0.14% | +120+2.2% | Added |
| Sovereign Financial Group, Inc. | 5,434 | $2.68M | 0.63% | +10.0% | Added |
| Oak Harvest Investment Services | 5,430 | $2.68M | 0.39% | −14,023−72.1% | Reduced |
| Tolleson Wealth Management, Inc. | 5,420 | $2.68M | 0.51% | −11−0.2% | Reduced |
| Balboa Wealth Partners | 5,415 | $2.67M | 0.67% | −414−7.1% | Reduced |
| Inlet Private Wealth, LLC | 5,394 | $2.66M | 0.68% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 5,369 | $2.65M | 0.82% | −24−0.4% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,365 | $2.65M | 1.68% | +178+3.4% | Added |
| AdvisorNet Financial, Inc | 5,355 | $2.64M | 0.20% | +707+15.2% | Added |
| Aaron Wealth Advisors | 5,344 | $2.64M | 0.31% | +664+14.2% | Added |
| Strategic Advisors LLC | 5,335 | $2.63M | 0.49% | +20.0% | Added |
| Quantum Private Wealth, LLC | 5,331 | $2.63M | 0.89% | −65−1.2% | Reduced |
| Mitchell Sinkler & Starr | 6,240 | $2.63M | 0.66% | +624+11.1% | Added |
| Fidelis Capital Partners, LLC | 5,107 | $2.62M | 0.31% | +113+2.3% | Added |
| Nicholas Hoffman & Company, LLC. | 5,304 | $2.62M | 0.11% | +23+0.4% | Added |
| MeadowBrook Investment Advisors LLC | 5,291 | $2.61M | 2.36% | −40−0.8% | Reduced |
| Benchmark Investment Advisors LLC | 5,291 | $2.61M | 1.86% | −1,351−20.3% | Reduced |
| Simplicity Wealth,LLC | 5,290 | $2.61M | 0.24% | −23,704−81.8% | Reduced |
| Kerusso Capital Management LLC | 5,287 | $2.61M | 1.66% | +319+6.4% | Added |
| Wrapmanager Inc | 5,276 | $2.61M | 0.67% | −445−7.8% | Reduced |
| Martin & Co Inc | 5,273 | $2.60M | 0.61% | −3−0.1% | Reduced |
| Parkside Financial Bank & Trust | 5,270 | $2.60M | 0.36% | +10+0.2% | Added |
| Headinvest, LLC | 5,257 | $2.60M | 0.48% | +129+2.5% | Added |
| Vestmark Advisory Solutions, Inc. | 5,253 | $2.59M | 0.10% | −37−0.7% | Reduced |
| IPG Investment Advisors LLC | 5,239 | $2.59M | 0.56% | +5+0.1% | Added |
| Hancock Whitney Corp | 5,237 | $2.59M | 0.08% | −295−5.3% | Reduced |
| Mechanics Bank Trust Department | 5,234 | $2.58M | 0.34% | +47+0.9% | Added |
| EverSource Wealth Advisors, LLC | 5,228 | $2.58M | 0.16% | −44−0.8% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,217 | $2.58M | 0.35% | +54+1.0% | Added |
| S.A. Mason LLC | 5,184 | $2.56M | 1.36% | +15+0.3% | Added |
| Heartland Bank & Trust Co | 5,173 | $2.55M | 1.38% | −133−2.5% | Reduced |
| Goldstone Financial Group, LLC | 5,172 | $2.55M | 0.44% | +2,070+66.7% | Added |
| Gold Investment Management Ltd. | 5,172 | $2.55M | 1.07% | −358−6.5% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.55M | 0.71% | 00.0% | Unchanged |
| Deane Retirement Strategies, Inc. | 5,156 | $2.55M | 1.24% | +20+0.4% | Added |
| Jackson Square Capital, LLC | 5,147 | $2.54M | 0.63% | −649−11.2% | Reduced |
| First Horizon Advisors, Inc. | 5,140 | $2.54M | 0.07% | +204+4.1% | Added |
| Focus Financial Network, Inc. | 5,098 | $2.52M | 0.10% | −71−1.4% | Reduced |
| Sepio Capital, LP | 5,079 | $2.51M | 0.20% | +287+6.0% | Added |
| Visionary Wealth Advisors | 5,067 | $2.50M | 0.15% | −2,370−31.9% | Reduced |
| Eley Financial Management, Inc | 5,065 | $2.50M | 1.01% | −12−0.2% | Reduced |
| Avestar Capital, LLC | 5,062 | $2.50M | 0.27% | +110+2.2% | Added |
| SkyView Investment Advisors, LLC | 5,035 | $2.49M | 0.41% | +203+4.2% | Added |
| James Hambro & Partners | 5,043 | $2.49M | 0.10% | +30+0.6% | Added |
| Principle Wealth Partners LLC | 5,039 | $2.49M | 0.18% | −20.0% | Reduced |
| Next Century Growth Investors LLC | 5,027 | $2.48M | 0.20% | −3,820−43.2% | Reduced |
| Landscape Capital Management, L.L.C. | 5,002 | $2.47M | 0.25% | −444−8.2% | Reduced |
| Bourne Lent Asset Management Inc | 4,998 | $2.47M | 0.94% | 00.0% | Unchanged |
| Hardy Reed LLC | 4,992 | $2.47M | 0.22% | +64+1.3% | Added |