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 |
|---|---|---|---|---|---|
| Guardian Wealth Management, Inc. | 4,129 | $2.04M | 1.44% | +62+1.5% | Added |
| BLB&B Advisors, LLC | 4,129 | $2.04M | 0.10% | −130−3.1% | Reduced |
| Copperwynd Financial, LLC | 4,126 | $2.04M | 0.61% | +309+8.1% | Added |
| Resources Management Corp | 4,108 | $2.03M | 0.27% | +657+19.0% | Added |
| Essex Financial Services, Inc. | 3,952 | $2.03M | 0.15% | −473−10.7% | Reduced |
| Three Seasons Wealth, LLC | 4,102 | $2.03M | 1.07% | +65+1.6% | Added |
| XTX Topco Ltd | 4,093 | $2.02M | 0.15% | −1,783−30.3% | Reduced |
| Kelman-Lazarov, Inc. | 4,092 | $2.02M | 0.35% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 4,086 | $2.02M | 0.31% | −206−4.8% | Reduced |
| Stamos Capital Partners, L.P. | 4,070 | $2.01M | 0.47% | +1,850+83.3% | Added |
| Kapitalo Investimentos Ltda | 4,069 | $2.01M | 0.49% | −29,380−87.8% | Reduced |
| Univest Financial Corp | 4,060 | $2.01M | 0.13% | +4,060 | New |
| Legacy Financial Advisors, Inc. | 4,058 | $2.00M | 0.34% | +141+3.6% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,054 | $2.00M | 0.06% | +550+15.7% | Added |
| Calamos Wealth Management LLC | 4,054 | $2.00M | 0.10% | −9−0.2% | Reduced |
| Ignite Planners, LLC | 4,049 | $2.00M | 0.46% | +4+0.1% | Added |
| McDaniel Terry & Co | 4,040 | $2.00M | 0.17% | +5+0.1% | Added |
| Aua Capital Management, LLC | 4,029 | $1.99M | 1.15% | −42−1.0% | Reduced |
| Liberty Capital Management, Inc. | 4,018 | $1.98M | 0.44% | +106+2.7% | Added |
| Cobblestone Capital Advisors LLC | 3,986 | $1.97M | 0.11% | +31+0.8% | Added |
| Sentry Investment Management LLC | 3,986 | $1.97M | 0.83% | 00.0% | Unchanged |
| Smith, Moore & Co. | 3,973 | $1.96M | 0.19% | −445−10.1% | Reduced |
| Barden Capital Management, Inc. | 3,971 | $1.96M | 1.72% | +66+1.7% | Added |
| Heritage Family Offices, LLP | 3,971 | $1.96M | 1.01% | +863+27.8% | Added |
| Brophy Wealth Management, LLC | 3,962 | $1.96M | 0.70% | +3,962 | New |
| Altman Advisors, Inc. | 3,947 | $1.95M | 0.87% | +3,947 | New |
| Provident Co of the Employees of the Hebrew University LTD | 3,947 | $1.95M | 2.19% | 00.0% | Unchanged |
| Marshall Financial Group LLC | 3,938 | $1.94M | 0.46% | +8+0.2% | Added |
| M. Kulyk & Associates, LLC | 3,936 | $1.94M | 0.39% | +39+1.0% | Added |
| Nikulski Financial, Inc. | 3,929 | $1.94M | 0.58% | −25−0.6% | Reduced |
| Burney Co | 3,929 | $1.94M | 0.07% | −202−4.9% | Reduced |
| Bailard, Inc. | 3,920 | $1.94M | 0.05% | +228+6.2% | Added |
| Stevens Capital Management LP | 3,896 | $1.92M | 0.27% | −9,016−69.8% | Reduced |
| Prossimo Advisors, LLC | 3,891 | $1.92M | 1.40% | +41+1.1% | Added |
| Forum Financial Management, LP | 3,890 | $1.92M | 0.03% | +59+1.5% | Added |
| Formidable Asset Management, LLC | 3,871 | $1.91M | 0.31% | −221−5.4% | Reduced |
| Missouri Trust & Investment Co | 3,867 | $1.91M | 0.67% | −118−3.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,866 | $1.91M | 0.17% | −510−11.7% | Reduced |
| Richwood Investment Advisors, LLC | 3,866 | $1.91M | 1.58% | −46−1.2% | Reduced |
| Arrow Financial Corp | 3,850 | $1.90M | 0.18% | +98+2.6% | Added |
| Borer Denton & Associates, Inc. | 3,840 | $1.90M | 0.65% | +90+2.4% | Added |
| CIC Wealth, LLC | 3,826 | $1.89M | 0.49% | −35−0.9% | Reduced |
| KCM Investment Advisors LLC | 3,826 | $1.89M | 0.06% | +26+0.7% | Added |
| First Affirmative Financial Network | 3,823 | $1.89M | 1.03% | +768+25.1% | Added |
| HCR Wealth Advisors | 3,821 | $1.89M | 0.25% | −12−0.3% | Reduced |
| VeraBank, N.A. | 3,815 | $1.88M | 0.55% | 00.0% | Unchanged |
| Hilltop Partners LLC | 3,815 | $1.88M | 0.63% | +313+8.9% | Added |
| Milestone Resources Group Ltd | 3,790 | $1.87M | 0.07% | −181,192−98.0% | Reduced |
| Thrive Wealth Management, LLC | 3,765 | $1.86M | 0.34% | −21−0.6% | Reduced |
| Strait & Sound Wealth Management LLC | 3,754 | $1.85M | 0.90% | −455−10.8% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,749 | $1.85M | 0.88% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 3,746 | $1.85M | 0.18% | −383−9.3% | Reduced |
| Lantern Wealth Advisors, LLC | 3,741 | $1.85M | 1.28% | +7+0.2% | Added |
| Amussen Hunsaker Associates LLC | 3,732 | $1.84M | 0.28% | −3−0.1% | Reduced |
| Archer Investment Corp | 3,721 | $1.84M | 0.49% | −4−0.1% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 3,717 | $1.84M | 1.38% | −1,073−22.4% | Reduced |
| Curated Wealth Partners LLC | 3,711 | $1.83M | 0.23% | +67+1.8% | Added |
| Cutter & CO Brokerage, Inc. | 3,706 | $1.83M | 0.41% | +127+3.5% | Added |
| Independent Solutions Wealth Management, LLC | 3,699 | $1.83M | 0.41% | −81−2.1% | Reduced |
| J. W. Coons Advisors, LLC | 3,686 | $1.82M | 0.45% | −891−19.5% | Reduced |
| Synergy Financial Group, LTD | 3,683 | $1.82M | 1.73% | +106+3.0% | Added |
| HMS Capital Management, LLC | 3,667 | $1.81M | 0.89% | +17+0.5% | Added |
| DRW Securities, LLC | 3,657 | $1.81M | 0.10% | −16,879−82.2% | Reduced |
| Fortis Group Advisors, LLC | 3,655 | $1.80M | 0.33% | −3,415−48.3% | Reduced |
| Amica Retiree Medical Trust | 3,648 | $1.80M | 1.49% | +3,648 | New |
| Ransom Advisory, Ltd | 3,634 | $1.79M | 0.84% | −50−1.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,615 | $1.79M | 1.00% | −465−11.4% | Reduced |
| Tyler-Stone Wealth Management | 3,610 | $1.78M | 0.34% | +1,816+101.2% | Added |
| Evernest Financial Advisors, LLC | 3,589 | $1.77M | 0.48% | +51+1.4% | Added |
| CVA Family Office, LLC | 3,588 | $1.77M | 0.29% | −30−0.8% | Reduced |
| Nebula Research & Development LLC | 3,587 | $1.77M | 0.21% | +1,509+72.6% | Added |
| Quent Capital, LLC | 3,576 | $1.77M | 0.18% | −181−4.8% | Reduced |
| Strategic Blueprint, LLC | 3,573 | $1.76M | 0.11% | −207−5.5% | Reduced |
| Shepherd Financial Partners LLC | 3,565 | $1.76M | 0.21% | +61+1.7% | Added |
| Union Savings Bank | 3,537 | $1.75M | 0.86% | +115+3.4% | Added |
| Violich Capital Management, Inc. | 3,535 | $1.75M | 0.23% | +125+3.7% | Added |
| Newman Dignan & Sheerar, Inc. | 3,422 | $1.74M | 0.42% | +67+2.0% | Added |
| Valmark Advisers, Inc. | 3,516 | $1.74M | 0.03% | +65+1.9% | Added |
| Cape Investment Advisory, Inc. | 3,516 | $1.74M | 0.70% | −19−0.5% | Reduced |
| Arete Wealth Advisors, LLC | 3,513 | $1.73M | 0.15% | +3,513 | New |
| Monetta Financial Services Inc | 3,500 | $1.73M | 1.47% | −2,200−38.6% | Reduced |
| Relyea Zuckerberg Hanson LLC | 3,485 | $1.72M | 0.26% | −42−1.2% | Reduced |
| WBH Advisory Inc | 3,462 | $1.71M | 0.16% | +2+0.1% | Added |
| Entropy Technologies, LP | 3,459 | $1.71M | 0.18% | −6,776−66.2% | Reduced |
| Jump Financial, LLC | 3,454 | $1.71M | 0.03% | −44,090−92.7% | Reduced |
| Unique Wealth, LLC | 3,406 | $1.68M | 0.39% | +533+18.6% | Added |
| Compton Wealth Advisory Group, LLC | 3,404 | $1.68M | 0.42% | −524−13.3% | Reduced |
| Blackhawk Capital Partners LLC. | 3,401 | $1.68M | 0.90% | −814−19.3% | Reduced |
| Horizon Investments, LLC | 3,401 | $1.68M | 0.04% | −46−1.3% | Reduced |
| Cooper Financial Group | 3,384 | $1.67M | 0.22% | +42+1.3% | Added |
| Principal Street Partners, LLC | 3,601 | $1.67M | 0.27% | +398+12.4% | Added |
| Main Street Financial Solutions, LLC | 3,377 | $1.67M | 0.15% | −2,313−40.7% | Reduced |
| HF Advisory Group, LLC | 3,373 | $1.67M | 0.77% | −22−0.6% | Reduced |
| Catalina Capital Group, LLC | 3,370 | $1.66M | 0.57% | +199+6.3% | Added |
| Bray Capital Advisors | 3,353 | $1.66M | 0.41% | 00.0% | Unchanged |
| Copperleaf Capital, LLC | 3,352 | $1.66M | 1.27% | −67−2.0% | Reduced |
| Whitener Capital Management, Inc. | 3,350 | $1.65M | 0.47% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 3,340 | $1.65M | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 3,335 | $1.65M | 0.21% | +3,335 | New |
| Omnia Family Wealth, LLC | 3,334 | $1.65M | 0.71% | +164+5.2% | Added |