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 10 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 |
|---|---|---|---|---|---|
| Tevis Investment Management | 1,650 | $814.8K | 0.60% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 1,647 | $813.4K | 0.22% | +91+5.8% | Added |
| Legacy Trust | 1,647 | $813.3K | 0.19% | −45−2.7% | Reduced |
| Means Investment Co., Inc. | 1,647 | $813.3K | 0.09% | +28+1.7% | Added |
| ExodusPoint Capital Management, LP | 1,647 | $813.0K | 0.01% | −20,293−92.5% | Reduced |
| Manhattan West Asset Management, LLC | 1,642 | $810.8K | 0.21% | −29−1.7% | Reduced |
| Zhang Financial LLC | 1,641 | $810.4K | 0.05% | +51+3.2% | Added |
| GSB Wealth Management, LLC | 1,641 | $810.3K | 0.21% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 1,638 | $808.8K | 0.10% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 1,628 | $803.9K | 0.21% | +6+0.4% | Added |
| M. Kraus & Co | 1,621 | $800.5K | 0.23% | 00.0% | Unchanged |
| Wedgewood Investors Inc | 1,620 | $800.0K | 0.87% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,614 | $797.1K | 0.26% | +13+0.8% | Added |
| SignalPoint Asset Management, LLC | 1,611 | $795.3K | 0.19% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,609 | $794.6K | 0.37% | −170−9.6% | Reduced |
| Sterling Investment Counsel, LLC | 1,609 | $794.5K | 0.28% | +441+37.8% | Added |
| Sonora Investment Management Group, LLC | 1,607 | $793.4K | 0.06% | −27−1.7% | Reduced |
| Salomon & Ludwin, LLC | 1,606 | $793.0K | 0.08% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,606 | $793.0K | 0.06% | +435+37.1% | Added |
| Prentiss Smith & Co Inc | 1,605 | $792.5K | 0.51% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 1,605 | $792.5K | 0.24% | +50+3.2% | Added |
| New Republic Capital, LLC | 1,600 | $790.3K | 0.45% | −415−20.6% | Reduced |
| Stokes Family Office, LLC | 1,600 | $790.1K | 0.09% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,600 | $790.0K | 0.05% | +250+18.5% | Added |
| Oxford Financial Group Ltd | 1,597 | $788.5K | 0.05% | −683−30.0% | Reduced |
| Moseley Investment Management Inc | 1,593 | $786.7K | 0.31% | +10+0.6% | Added |
| Cookson Peirce & Co Inc | 1,592 | $785.9K | 0.04% | −28,531−94.7% | Reduced |
| FLC Capital Advisors | 1,587 | $783.7K | 0.18% | 00.0% | Unchanged |
| TFG Advisers LLC | 1,584 | $782.2K | 0.28% | +2+0.1% | Added |
| AlphaStar Capital Management, LLC | 1,583 | $781.8K | 0.06% | +162+11.4% | Added |
| Beaton Management Co. Inc. | 1,582 | $781.0K | 0.40% | 00.0% | Unchanged |
| LGL Partners, LLC | 1,580 | $780.3K | 0.11% | +16+1.0% | Added |
| First Interstate Bank | 1,580 | $780.2K | 0.05% | −83−5.0% | Reduced |
| Quantum Financial Advisors, LLC | 1,575 | $777.8K | 0.12% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 1,573 | $776.7K | 0.23% | −64−3.9% | Reduced |
| High Net Worth Advisory Group LLC | 1,566 | $773.3K | 0.22% | −45−2.8% | Reduced |
| Green Square Capital Advisors LLC | 1,565 | $772.5K | 0.11% | +20+1.3% | Added |
| Deseret Mutual Benefit Administrators | 1,563 | $771.8K | 0.39% | −51−3.2% | Reduced |
| Kathmere Capital Management, LLC | 1,562 | $771.3K | 0.07% | +55+3.6% | Added |
| Cassia Capital Partners, LLC | 1,555 | $767.9K | 0.51% | −62−3.8% | Reduced |
| Salem Investment Counselors Inc | 1,551 | $765.9K | 0.02% | −17−1.1% | Reduced |
| Resurgent Financial Advisors LLC | 1,551 | $765.9K | 0.45% | −45−2.8% | Reduced |
| Salvus Wealth Management, LLC | 1,546 | $763.4K | 0.47% | +53+3.5% | Added |
| Nova R Wealth, Inc. | 1,539 | $760.1K | 0.37% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,539 | $759.8K | 0.06% | +165+12.0% | Added |
| TFB Advisors LLC | 1,532 | $756.5K | 0.23% | +35+2.3% | Added |
| Lebenthal Global Advisors, LLC | 1,527 | $754.1K | 0.15% | +255+20.0% | Added |
| 180 Wealth Advisors, LLC | 1,526 | $753.7K | 0.12% | −47−3.0% | Reduced |
| Diligent Investors, LLC | 1,526 | $753.7K | 0.17% | +30+2.0% | Added |
| Corundum Group, Inc. | 1,526 | $753.5K | 0.34% | −1,390−47.7% | Reduced |
| Invenio Wealth Partners LLC | 1,521 | $751.1K | 0.32% | +48+3.3% | Added |
| Per Stirling Capital Management, LLC. | 1,519 | $750.1K | 0.10% | +30+2.0% | Added |
| Wealth Architects, LLC | 1,517 | $749.3K | 0.08% | +39+2.6% | Added |
| Goldstein Advisors, LLC | 1,516 | $748.6K | 0.11% | +20+1.3% | Added |
| Ninepoint Partners LP | 1,509 | $745.1K | 0.10% | −1,781−54.1% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,508 | $745.0K | 0.31% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 1,505 | $743.4K | 0.08% | +11+0.7% | Added |
| Net Worth Advisory Group | 1,504 | $742.9K | 0.22% | +1,504 | New |
| First Nebraska Trust Co | 1,504 | $742.7K | 0.07% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,500 | $740.7K | 0.07% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 1,499 | $740.2K | 0.19% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 1,496 | $738.5K | 0.04% | +35+2.4% | Added |
| Advisory Alpha, LLC | 1,493 | $737.8K | 0.03% | +170+12.8% | Added |
| Cynosure Management, LLC | 1,483 | $732.4K | 0.11% | −1,322−47.1% | Reduced |
| Fortem Financial Group, LLC | 1,482 | $731.9K | 0.30% | +88+6.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,478 | $730.2K | 0.08% | 00.0% | Unchanged |
| jvl associates llc | 1,475 | $728.4K | 0.28% | +35+2.4% | Added |
| Catalyst Capital Advisors LLC | 1,474 | $727.9K | 0.02% | +418+39.6% | Added |
| Round Hill Asset Management | 1,470 | $725.9K | 0.48% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 1,468 | $724.8K | 0.03% | −987−40.2% | Reduced |
| Key Financial Inc | 1,460 | $720.9K | 0.16% | +11+0.8% | Added |
| Gilliland Jeter Wealth Management LLC | 1,459 | $720.6K | 0.23% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,458 | $719.9K | 0.37% | +38+2.7% | Added |
| Outlook Wealth Advisors, LLC | 1,456 | $719.0K | 0.21% | +7+0.5% | Added |
| Trust Co | 1,453 | $717.5K | 0.09% | −217−13.0% | Reduced |
| Magnus Financial Group LLC | 1,446 | $714.0K | 0.07% | −4−0.3% | Reduced |
| Triangle Securities Wealth Management | 1,441 | $711.6K | 0.18% | −54−3.6% | Reduced |
| Legacy Edge Advisors, LLC | 1,437 | $709.6K | 0.11% | 00.0% | Unchanged |
| Montis Financial, LLC | 1,427 | $704.7K | 0.25% | +600+72.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,423 | $702.8K | 0.18% | +20+1.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,423 | $702.7K | 0.04% | +14+1.0% | Added |
| Astoria Portfolio Advisors LLC. | 1,395 | $700.7K | 0.24% | −17−1.2% | Reduced |
| Annex Advisory Services, LLC | 1,415 | $699.0K | 0.02% | −36−2.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,414 | $698.5K | 0.10% | −213−13.1% | Reduced |
| Laidlaw Wealth Management LLC | 1,413 | $697.7K | 0.35% | +141+11.1% | Added |
| Amplius Wealth Advisors, LLC | 1,407 | $694.8K | 0.08% | −5−0.4% | Reduced |
| D'Orazio & Associates, Inc. | 1,405 | $693.8K | 0.10% | +34+2.5% | Added |
| ORG Wealth Partners, LLC | 1,404 | $693.7K | 0.23% | +1,404 | New |
| SkyOak Wealth, LLC | 1,400 | $691.3K | 0.15% | 00.0% | Unchanged |
| Raab & Moskowitz Asset Management LLC | 1,398 | $690.4K | 0.17% | +20+1.5% | Added |
| Atticus Wealth Management, LLC | 1,397 | $689.9K | 0.22% | −81−5.5% | Reduced |
| Sym Financial Corp | 1,393 | $688.1K | 0.09% | +181+14.9% | Added |
| Morris Financial Concepts, Inc. | 1,393 | $687.9K | 0.30% | −89−6.0% | Reduced |
| US Asset Management LLC | 1,314 | $686.0K | 0.61% | −4−0.3% | Reduced |
| Sunpointe, LLC | 1,387 | $684.9K | 0.56% | +64+4.8% | Added |
| Alterna Wealth Management, Inc | 1,385 | $683.9K | 0.61% | +31+2.3% | Added |
| Baskin Financial Services Inc. | 1,380 | $681.0K | 0.06% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,379 | $681.0K | 0.39% | +173+14.3% | Added |
| Ausdal Financial Partners, Inc. | 1,371 | $677.2K | 0.07% | +65+5.0% | Added |
| Consolidated Portfolio Review Corp | 1,368 | $675.7K | 0.15% | +8+0.6% | Added |