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 |
|---|---|---|---|---|---|
| Passumpsic Savings Bank | 4,990 | $2.46M | 1.62% | +139+2.9% | Added |
| Steel Peak Wealth Management LLC | 4,956 | $2.45M | 0.11% | +28+0.6% | Added |
| Moore Capital Management, LP | 4,953 | $2.45M | 0.07% | +3,909+374.4% | Added |
| RDST Capital LLC | 4,930 | $2.43M | 0.55% | −55−1.1% | Reduced |
| Carmichael Hill & Associates, Inc. | 4,921 | $2.43M | 0.90% | 00.0% | Unchanged |
| SFM, LLC | 4,914 | $2.43M | 1.82% | +8+0.2% | Added |
| Arthur M. Cohen & Associates, LLC | 4,886 | $2.43M | 0.44% | +239+5.1% | Added |
| Howland Capital Management LLC | 4,881 | $2.41M | 0.10% | −24−0.5% | Reduced |
| Quotient Wealth Partners, LLC | 4,863 | $2.40M | 0.08% | +571+13.3% | Added |
| Optimum Investment Advisors | 4,855 | $2.40M | 1.04% | −25−0.5% | Reduced |
| Fort Point Capital Partners LLC | 4,851 | $2.40M | 0.30% | +248+5.4% | Added |
| LM Advisors LLC | 4,850 | $2.40M | 0.49% | +721+17.5% | Added |
| SRN Advisors, LLC | 4,798 | $2.37M | 2.10% | −2,780−36.7% | Reduced |
| Brighton Jones LLC | 4,796 | $2.37M | 0.09% | −1,721−26.4% | Reduced |
| Manchester Capital Management LLC | 4,795 | $2.37M | 0.28% | +30+0.6% | Added |
| Olstein Capital Management, L.P. | 4,793 | $2.37M | 0.40% | −300−5.9% | Reduced |
| Independence Bank of Kentucky | 4,790 | $2.37M | 0.51% | +392+8.9% | Added |
| Keystone Investors Pte Ltd | 4,786 | $2.36M | 0.17% | −2,849−37.3% | Reduced |
| Delta Financial Group, Inc. | 4,781 | $2.36M | 0.88% | +20.0% | Added |
| OV Management LLC | 4,772 | $2.36M | 1.56% | +174+3.8% | Added |
| Geo Capital Gestora de Recursos Ltd | 4,759 | $2.35M | 2.79% | −73−1.5% | Reduced |
| Koshinski Asset Management, Inc. | 4,756 | $2.35M | 0.20% | −6−0.1% | Reduced |
| Harvest Fund Management Co., Ltd | 4,756 | $2.35M | 0.14% | +47+1.0% | Added |
| Chilton Capital Management LLC | 4,747 | $2.34M | 0.10% | −480−9.2% | Reduced |
| Garrison Point Advisors, LLC | 4,744 | $2.34M | 1.45% | −15−0.3% | Reduced |
| Gladius Capital Management LP | 4,738 | $2.34M | 1.40% | −308−6.1% | Reduced |
| Waverton Investment Management Ltd | 4,733 | $2.34M | 0.04% | +1,126+31.2% | Added |
| Able Wealth Management LLC | 4,716 | $2.33M | 1.77% | +7+0.1% | Added |
| Ledyard National Bank | 4,713 | $2.33M | 0.21% | −22−0.5% | Reduced |
| Sanders Morris Harris LLC | 4,686 | $2.31M | 0.38% | −5−0.1% | Reduced |
| Patron Partners Advisors, LLC | 4,683 | $2.31M | 1.28% | −9−0.2% | Reduced |
| DeDora Capital, Inc. | 4,672 | $2.31M | 0.64% | −102−2.1% | Reduced |
| IFG Advisory, LLC | 4,671 | $2.31M | 0.15% | +2,644+130.4% | Added |
| Chemistry Wealth Management LLC | 4,659 | $2.30M | 0.55% | −20−0.4% | Reduced |
| Continuum Advisory, LLC | 4,412 | $2.30M | 0.29% | +196+4.6% | Added |
| Unique Wealth Strategies, LLC | 4,644 | $2.29M | 0.99% | −910−16.4% | Reduced |
| Rockingstone Advisors LLC | 4,637 | $2.29M | 1.12% | +70+1.5% | Added |
| Castle Rock Wealth Management, LLC | 4,625 | $2.29M | 0.55% | +64+1.4% | Added |
| Jefferies Financial Group Inc. | 4,635 | $2.29M | 0.04% | −9,623−67.5% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 4,618 | $2.28M | 1.01% | +296+6.8% | Added |
| Northwest Bank & Trust Co | 4,603 | $2.27M | 1.73% | −20.0% | Reduced |
| Atlantic Trust, LLC | 4,583 | $2.26M | 0.54% | −35−0.8% | Reduced |
| Scharf Investments, LLC | 4,581 | $2.26M | 0.06% | +101+2.3% | Added |
| RiverPark Advisors, LLC | 4,567 | $2.26M | 1.84% | −956−17.3% | Reduced |
| Security National Bank | 4,566 | $2.25M | 0.31% | 00.0% | Unchanged |
| Wealth Alliance | 4,558 | $2.25M | 0.27% | +45+1.0% | Added |
| First Trust Investment Solutions L.P. | 4,551 | $2.25M | 0.25% | +2,617+135.3% | Added |
| Harbert Fund Advisors, Inc. | 4,550 | $2.25M | 1.81% | +50+1.1% | Added |
| Premier Path Wealth Partners, LLC | 4,527 | $2.24M | 0.35% | −7−0.2% | Reduced |
| Sendero Wealth Management, LLC | 4,505 | $2.22M | 0.35% | +111+2.5% | Added |
| Machina Capital S.A.S. | 4,494 | $2.22M | 0.88% | −719−13.8% | Reduced |
| FCG Investment Co | 4,490 | $2.22M | 1.45% | −1,064−19.2% | Reduced |
| RMR Wealth Builders | 4,486 | $2.22M | 0.23% | −163−3.5% | Reduced |
| VCI Wealth Management LLC | 4,485 | $2.21M | 0.99% | +4,485 | New |
| WCM Investment Management, LLC | 4,485 | $2.21M | 0.01% | −1,651−26.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 4,480 | $2.21M | 0.06% | +52+1.2% | Added |
| Montecito Bank & Trust | 4,478 | $2.21M | 0.38% | +1,152+34.6% | Added |
| Roof Eidam & Maycock | 4,451 | $2.20M | 0.56% | +50+1.1% | Added |
| Compass Wealth Management LLC | 4,450 | $2.20M | 0.52% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 4,439 | $2.19M | 0.44% | +1,990+81.3% | Added |
| Highland Capital Management, LLC | 4,437 | $2.19M | 0.12% | −3,398−43.4% | Reduced |
| Claro Advisors LLC | 4,421 | $2.18M | 0.28% | +828+23.0% | Added |
| Capital Counsel LLC | 4,419 | $2.18M | 0.09% | −50−1.1% | Reduced |
| Canopy Partners, LLC | 4,386 | $2.17M | 0.93% | +48+1.1% | Added |
| Alapocas Investment Partners, Inc. | 4,382 | $2.16M | 1.27% | +30+0.7% | Added |
| Everhart Financial Group, Inc. | 4,377 | $2.16M | 0.48% | +660+17.8% | Added |
| Okabena Investment Services Inc | 4,375 | $2.16M | 0.61% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 4,359 | $2.15M | 0.66% | +922+26.8% | Added |
| Tremblant Capital Group | 4,358 | $2.15M | 0.24% | +330+8.2% | Added |
| First United Bank Trust | 4,352 | $2.15M | 0.77% | −545−11.1% | Reduced |
| Providence First Trust Co | 4,352 | $2.15M | 0.91% | −327−7.0% | Reduced |
| Cornerstone Wealth Management, LLC | 4,351 | $2.15M | 0.15% | +22+0.5% | Added |
| Woodmont Investment Counsel LLC | 4,348 | $2.15M | 0.16% | −207−4.5% | Reduced |
| Westhampton Capital, LLC | 4,347 | $2.15M | 1.09% | +10+0.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,342 | $2.14M | 0.53% | −4−0.1% | Reduced |
| Quest Partners LLC | 4,341 | $2.14M | 0.19% | −1,499−25.7% | Reduced |
| My Legacy Advisors, LLC | 4,336 | $2.14M | 0.85% | −655−13.1% | Reduced |
| PDS Planning, Inc | 4,336 | $2.14M | 0.19% | +101+2.4% | Added |
| Confluence Wealth Services, Inc. | 4,319 | $2.13M | 0.16% | −652−13.1% | Reduced |
| Wolverine Asset Management LLC | 4,316 | $2.13M | 0.04% | −6,527−60.2% | Reduced |
| Mayflower Financial Advisors, LLC | 4,314 | $2.13M | 0.32% | +25+0.6% | Added |
| Journey Strategic Wealth LLC | 4,302 | $2.12M | 0.08% | +460+12.0% | Added |
| Sage Mountain Advisors LLC | 4,302 | $2.12M | 0.18% | +243+6.0% | Added |
| Bard Financial Services, Inc. | 4,300 | $2.12M | 0.25% | 00.0% | Unchanged |
| Beacon Financial Group | 4,272 | $2.11M | 0.23% | +46+1.1% | Added |
| Dunhill Financial, LLC | 4,272 | $2.11M | 1.08% | +898+26.6% | Added |
| Beverly Hills Private Wealth, LLC | 4,263 | $2.10M | 0.43% | −457−9.7% | Reduced |
| Cito Capital Group, LLC | 4,250 | $2.10M | 0.78% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 4,238 | $2.09M | 0.50% | +98+2.4% | Added |
| David Loasby | 4,220 | $2.09M | 0.20% | +41+1.0% | Added |
| Intelligent Financial Strategies | 4,228 | $2.09M | 1.15% | +10.0% | Added |
| Tectonic Advisors LLC | 4,225 | $2.09M | 0.14% | +34+0.8% | Added |
| Essex Savings Bank | 4,221 | $2.08M | 0.52% | +289+7.3% | Added |
| Mystic Asset Management, Inc. | 4,210 | $2.08M | 0.78% | 00.0% | Unchanged |
| Robertson Stephens Wealth Management, LLC | 4,201 | $2.07M | 0.08% | −22−0.5% | Reduced |
| Ameliora Wealth Management Ltd. | 4,195 | $2.07M | 0.86% | 00.0% | Unchanged |
| Fukoku Mutual Life Insurance Co | 4,169 | $2.06M | 0.15% | +101+2.5% | Added |
| 44 Wealth Management LLC | 4,006 | $2.06M | 0.72% | +4,006 | New |
| YHB Investment Advisors, Inc. | 4,151 | $2.05M | 0.17% | +211+5.4% | Added |
| Keel Point, LLC | 4,133 | $2.04M | 0.17% | −39−0.9% | Reduced |