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 |
|---|---|---|---|---|---|
| Ratan Capital Management LP | 3,100 | $1.37M | 0.37% | 00.0% | Unchanged |
| Intellectus Partners, LLC | 2,769 | $1.37M | 0.35% | 00.0% | Unchanged |
| Prentice Wealth Management LLC | 2,767 | $1.37M | 0.41% | +8+0.3% | Added |
| Plancorp, LLC | 2,754 | $1.36M | 0.06% | +93+3.5% | Added |
| Rothschild Investment LLC | 2,749 | $1.36M | 0.09% | +159+6.1% | Added |
| BNC Wealth Management, LLC | 2,735 | $1.35M | 0.50% | −165−5.7% | Reduced |
| GM Advisory Group, Inc. | 2,731 | $1.35M | 0.08% | +24+0.9% | Added |
| EPG Wealth Management LLC | 2,730 | $1.35M | 0.34% | +2,730 | Added |
| KRS Capital Management, LLC | 2,729 | $1.35M | 0.98% | +35+1.3% | Added |
| Pointe Capital Management LLC | 2,710 | $1.34M | 0.78% | +124+4.8% | Added |
| Advisor OS, LLC | 2,705 | $1.34M | 0.13% | +188+7.5% | Added |
| Fielder Capital Group LLC | 2,701 | $1.33M | 0.44% | −7−0.3% | Reduced |
| SevenBridge Financial Group, LLC | 2,513 | $1.33M | 0.26% | 00.0% | Unchanged |
| Quadcap Wealth Management, LLC | 2,696 | $1.33M | 0.21% | +97+3.7% | Added |
| Lagoda Investment Management, L.P. | 2,694 | $1.33M | 0.76% | +510+23.4% | Added |
| Stablepoint Partners, LLC | 2,689 | $1.33M | 0.24% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 2,688 | $1.33M | 0.22% | −104−3.7% | Reduced |
| D.B. Root & Company, LLC | 2,685 | $1.33M | 0.44% | −526−16.4% | Reduced |
| Prudent Man Advisors, LLC | 2,684 | $1.33M | 0.44% | −142−5.0% | Reduced |
| Sand Hill Global Advisors, LLC | 2,682 | $1.32M | 0.06% | −9−0.3% | Reduced |
| Rice Partnership, LLC | 2,680 | $1.32M | 0.27% | +5+0.2% | Added |
| Paladin Advisory Group, LLC | 2,679 | $1.32M | 0.98% | 00.0% | Unchanged |
| Doliver Advisors, LP | 2,676 | $1.32M | 0.36% | −198−6.9% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 2,675 | $1.32M | 0.09% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 2,657 | $1.31M | 0.76% | +64+2.5% | Added |
| FFT Wealth Management LLC | 2,652 | $1.31M | 0.10% | +62+2.4% | Added |
| Callan Family Office, LLC | 2,637 | $1.30M | 0.22% | +1,532+138.6% | Added |
| Amarillo National Bank | 2,632 | $1.30M | 0.24% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 2,627 | $1.30M | 0.19% | +223+9.3% | Added |
| Cim Investment Mangement Inc | 2,627 | $1.30M | 0.38% | −102−3.7% | Reduced |
| Zuckerman Investment Group, LLC | 2,609 | $1.29M | 0.13% | +59+2.3% | Added |
| ESG Planning | 2,603 | $1.29M | 0.84% | +652+33.4% | Added |
| James J. Burns & Company, LLC | 2,597 | $1.28M | 0.23% | +132+5.4% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 2,586 | $1.28M | 0.59% | −32−1.2% | Reduced |
| Twin Capital Management Inc | 2,579 | $1.27M | 0.14% | −118−4.4% | Reduced |
| Motco | 2,577 | $1.27M | 0.13% | +147+6.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,563 | $1.27M | 0.00% | +2,563 | New |
| Dohj, LLC | 2,553 | $1.27M | 0.30% | +229+9.9% | Added |
| Moss Adams Wealth Advisors LLC | 2,559 | $1.26M | 0.14% | +227+9.7% | Added |
| Kovack Advisors, Inc. | 2,549 | $1.26M | 0.13% | +597+30.6% | Added |
| Aprio Wealth Management, LLC | 2,542 | $1.26M | 0.20% | +128+5.3% | Added |
| Northern Financial Advisors Inc | 2,537 | $1.25M | 0.95% | +82+3.3% | Added |
| Stiles Financial Services Inc | 2,532 | $1.25M | 0.44% | −56−2.2% | Reduced |
| Empire Financial Management Company, LLC | 2,533 | $1.25M | 0.38% | +125+5.2% | Added |
| Drive Wealth Management, LLC | 2,531 | $1.25M | 0.33% | −38−1.5% | Reduced |
| Gratus Wealth Advisors, LLC | 2,541 | $1.25M | 0.20% | +111+4.6% | Added |
| Wallace Capital Management Inc. | 2,528 | $1.25M | 0.17% | −22−0.9% | Reduced |
| Blueprint Investment Partners LLC | 2,527 | $1.25M | 0.23% | +403+19.0% | Added |
| Buckley Wealth Management, LLC | 2,515 | $1.24M | 0.38% | +55+2.2% | Added |
| Veracity Capital LLC | 2,514 | $1.24M | 0.47% | +90+3.7% | Added |
| Evergreen Wealth Solutions, LLC | 2,509 | $1.24M | 0.84% | −595−19.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,506 | $1.24M | 0.04% | −24−0.9% | Reduced |
| Sheets Smith Wealth Management | 2,503 | $1.24M | 0.15% | −73−2.8% | Reduced |
| Accretive Wealth Partners, LLC | 2,490 | $1.23M | 0.51% | −74−2.9% | Reduced |
| Letson Investment Management, Inc. | 2,481 | $1.23M | 0.48% | +21+0.9% | Added |
| Cromwell Holdings LLC | 2,481 | $1.23M | 0.79% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,478 | $1.22M | 0.40% | −50−2.0% | Reduced |
| McCarthy Asset Management, Inc. | 2,476 | $1.22M | 0.76% | −171−6.5% | Reduced |
| Gries Financial LLC | 2,472 | $1.22M | 0.23% | +1,170+89.9% | Added |
| Winthrop Advisory Group LLC | 2,468 | $1.22M | 0.15% | −57−2.3% | Reduced |
| Evanson Asset Management, LLC | 2,466 | $1.22M | 0.09% | +226+10.1% | Added |
| Radnor Capital Management, LLC | 2,462 | $1.22M | 0.18% | +550+28.8% | Added |
| Fortis Capital Advisors, LLC | 2,459 | $1.21M | 0.41% | −1,318−34.9% | Reduced |
| First National Bank of Hutchinson | 2,456 | $1.21M | 0.78% | −376−13.3% | Reduced |
| Spirit of America Management Corp | 2,450 | $1.21M | 0.24% | +50+2.1% | Added |
| McGowan Group Asset Management, Inc. | 2,450 | $1.21M | 0.16% | +10.0% | Added |
| Cascade Financial Partners, LLC | 2,356 | $1.21M | 0.15% | −260−9.9% | Reduced |
| Pegasus Partners Ltd. | 2,438 | $1.20M | 0.11% | −959−28.2% | Reduced |
| LRI Investments, LLC | 2,312 | $1.20M | 0.12% | +69+3.1% | Added |
| Nilsine Partners, LLC | 2,426 | $1.20M | 0.16% | −53−2.1% | Reduced |
| Childress Capital Advisors, LLC | 2,421 | $1.20M | 0.32% | +171+7.6% | Added |
| Oxford Wealth Group, LLC | 2,421 | $1.20M | 0.97% | −1,031−29.9% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,420 | $1.20M | 0.08% | −247−9.3% | Reduced |
| Client 1st Advisory Group, LLC | 2,416 | $1.19M | 0.47% | −251−9.4% | Reduced |
| Quantbot Technologies LP | 2,410 | $1.19M | 0.05% | −2,645−52.3% | Reduced |
| Legal Advantage Investments, Inc. | 2,400 | $1.19M | 0.65% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 2,385 | $1.18M | 0.65% | +61+2.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 2,385 | $1.18M | 0.71% | +75+3.2% | Added |
| Aviso Wealth Management | 2,385 | $1.18M | 0.64% | +460+23.9% | Added |
| Warren Averett Asset Management, LLC | 2,381 | $1.18M | 0.02% | −110−4.4% | Reduced |
| Prestige Wealth Management Group LLC | 2,381 | $1.18M | 0.24% | −2,077−46.6% | Reduced |
| Provident Trust Co | 2,380 | $1.18M | 0.02% | 00.0% | Unchanged |
| Collective Family Office LLC | 2,377 | $1.17M | 0.32% | −11−0.5% | Reduced |
| Seven Mile Advisory | 2,373 | $1.17M | 0.78% | +97+4.3% | Added |
| Hara Capital LLC | 2,366 | $1.17M | 0.73% | −125−5.0% | Reduced |
| Schnieders Capital Management LLC | 2,353 | $1.16M | 0.22% | +446+23.4% | Added |
| Carr Financial Group Corp | 2,349 | $1.16M | 0.35% | +2+0.1% | Added |
| Fiduciary Family Office, LLC | 2,345 | $1.16M | 0.38% | −1,337−36.3% | Reduced |
| Howard Financial Services, Ltd. | 2,341 | $1.16M | 0.17% | +24+1.0% | Added |
| Callan Capital, LLC | 2,336 | $1.15M | 0.08% | +522+28.8% | Added |
| Wealth Alliance Advisory Group, LLC | 2,335 | $1.15M | 0.24% | +153+7.0% | Added |
| Capital Advisors, Ltd. LLC | 2,336 | $1.15M | 0.14% | −381−14.0% | Reduced |
| Lake Street Financial LLC | 2,330 | $1.15M | 0.18% | −10,030−81.1% | Reduced |
| IMS Capital Management | 2,329 | $1.15M | 0.52% | 00.0% | Unchanged |
| FRG Family Wealth Advisors LLC | 2,328 | $1.15M | 0.21% | 00.0% | Unchanged |
| Absher Wealth Management, LLC | 2,324 | $1.15M | 0.15% | +509+28.0% | Added |
| Permit Capital, LLC | 2,320 | $1.15M | 0.35% | 00.0% | Unchanged |
| Park Place Capital Corp | 2,313 | $1.14M | 0.33% | −425−15.5% | Reduced |
| Seascape Capital Management | 2,308 | $1.14M | 0.41% | +10+0.4% | Added |
| Mendel Money Management | 2,302 | $1.14M | 0.49% | +2+0.1% | Added |