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 |
|---|---|---|---|---|---|
| Mainstream Capital Management LLC | 1,178 | $581.7K | 0.49% | +1,178 | New |
| Keudell/Morrison Wealth Management | 1,176 | $580.7K | 0.16% | 00.0% | Unchanged |
| McAdam, LLC | 1,174 | $579.7K | 0.03% | +192+19.6% | Added |
| Tradition Wealth Management, LLC | 1,173 | $579.2K | 0.05% | −14−1.2% | Reduced |
| Paragon Private Wealth Management, LLC | 1,172 | $578.9K | 0.29% | +192+19.6% | Added |
| Lineweaver Wealth Advisors, LLC | 1,169 | $578.7K | 0.11% | +288+32.7% | Added |
| Atlas Private Wealth Advisors | 1,168 | $577.0K | 0.08% | 00.0% | Unchanged |
| Cedrus LLC | 1,167 | $576.3K | 0.21% | +140+13.6% | Added |
| Seven Post Investment Office LP | 1,165 | $575.3K | 0.09% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,162 | $573.8K | 0.11% | −50−4.1% | Reduced |
| Mattern Capital Management, LLC | 1,162 | $573.8K | 0.07% | +116+11.1% | Added |
| Barlow Wealth Partners, Inc. | 1,162 | $570.9K | 0.07% | 00.0% | Unchanged |
| Susquehanna International Group Ltd. | 1,156 | $570.8K | 0.12% | +1,156 | New |
| Sagace Wealth Management LLC | 1,126 | $570.5K | 0.44% | +1,126 | New |
| Diversified Portfolios, Inc. | 1,155 | $570.3K | 0.06% | +5+0.4% | Added |
| Park Edge Advisors, LLC | 1,155 | $570.3K | 0.16% | +1,155 | New |
| Citadel Investment Advisory, Inc. | 1,155 | $570.0K | 0.30% | −25−2.1% | Reduced |
| Financial Perspectives, Inc | 1,151 | $568.6K | 0.20% | −32−2.7% | Reduced |
| Signal Advisors Wealth, LLC | 1,150 | $567.9K | 0.08% | +1,150 | New |
| Dorchester Wealth Management Co | 1,145 | $565.5K | 0.10% | −833−42.1% | Reduced |
| Navalign, LLC | 1,143 | $564.4K | 0.17% | −19−1.6% | Reduced |
| Western Pacific Wealth Management, LP | 1,140 | $562.8K | 0.37% | −45−3.8% | Reduced |
| Manchester Financial Inc | 1,139 | $562.4K | 0.12% | +11+1.0% | Added |
| Arcus Capital Partners, LLC | 1,137 | $561.6K | 0.20% | −278−19.6% | Reduced |
| Boyd Watterson Asset Management LLC | 1,134 | $560.0K | 0.15% | 00.0% | Unchanged |
| Vivid Wealth Management, LLC | 1,130 | $558.1K | 0.29% | −571−33.6% | Reduced |
| Horiko Capital Management LLC | 1,130 | $558.0K | 0.16% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 1,130 | $557.8K | 0.41% | +37+3.4% | Added |
| Hodges Capital Management Inc. | 1,130 | $557.7K | 0.04% | +1+0.1% | Added |
| Bank Hapoalim BM | 1,128 | $557.0K | 0.08% | −143−11.3% | Reduced |
| Centerpoint Advisors, LLC | 1,127 | $557.0K | 0.19% | −50−4.2% | Reduced |
| TruWealth Advisors, LLC | 1,125 | $555.6K | 0.03% | −75−6.3% | Reduced |
| WESPAC Advisors, LLC | 1,125 | $555.5K | 0.41% | 00.0% | Unchanged |
| DCM Advisors, LLC | 1,123 | $554.5K | 0.28% | −61−5.2% | Reduced |
| TCFG Wealth Management, LLC | 1,122 | $554.0K | 0.28% | +1,122 | New |
| Rappaport Reiches Capital Management, LLC | 1,118 | $552.1K | 0.15% | +6+0.5% | Added |
| Foster & Motley Inc | 1,118 | $552.0K | 0.04% | −68−5.7% | Reduced |
| Westwood Holdings Group Inc. | 1,117 | $551.6K | 0.00% | +14+1.3% | Added |
| Pacitti Group Inc. | 1,116 | $551.3K | 0.26% | −362−24.5% | Reduced |
| Harvest Portfolios Group Inc. | 1,115 | $550.6K | 0.02% | −42−3.6% | Reduced |
| NTV Asset Management LLC | 1,113 | $549.5K | 0.07% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,112 | $549.1K | 0.12% | +152+15.8% | Added |
| Canvas Wealth Advisors, LLC | 1,112 | $549.1K | 0.15% | +309+38.5% | Added |
| Angeles Investment Advisors, LLC | 1,112 | $549.1K | 0.03% | −13−1.2% | Reduced |
| LifeSteps Financial, Inc. | 1,110 | $548.1K | 0.43% | −9−0.8% | Reduced |
| GenTrust, LLC | 1,109 | $547.4K | 0.03% | +1,109 | New |
| Aureus Asset Management, LLC | 1,107 | $546.6K | 0.04% | −80−6.7% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,104 | $545.2K | 0.10% | −35−3.1% | Reduced |
| Phillips Wealth Planners LLC | 1,059 | $544.4K | 0.52% | −1−0.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,100 | $543.2K | 0.02% | −75−6.4% | Reduced |
| Prism Advisors, Inc. | 1,100 | $543.2K | 0.16% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1,097 | $541.7K | 0.03% | +195+21.6% | Added |
| CNB Bank | 1,095 | $540.7K | 0.25% | −38−3.4% | Reduced |
| MBE Wealth Management, LLC | 1,094 | $540.2K | 0.30% | −81−6.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,093 | $540.0K | 0.21% | −140−11.4% | Reduced |
| McElhenny Sheffield Capital Management, LLC | 1,092 | $539.2K | 0.18% | −104−8.7% | Reduced |
| Willow Creek Wealth Management Inc. | 1,092 | $539.2K | 0.06% | −6−0.5% | Reduced |
| Wellington Shields & Co., LLC | 1,091 | $538.7K | 0.16% | +224+25.8% | Added |
| Fortitude Advisory Group L.L.C. | 1,089 | $537.7K | 0.34% | −9−0.8% | Reduced |
| Flagstone Financial Management | 1,085 | $535.8K | 0.18% | +1,085 | New |
| Advisors Preferred, LLC | 1,079 | $535.6K | 0.08% | +299+38.3% | Added |
| Hudson Valley Investment Advisors Inc | 1,084 | $535.3K | 0.06% | +38+3.6% | Added |
| Fernwood Investment Management, LLC | 1,079 | $532.8K | 0.17% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 1,077 | $531.7K | 0.05% | +40+3.9% | Added |
| NorthStar Asset Management LLC | 1,076 | $531.6K | 0.35% | +1+0.1% | Added |
| Baker Boyer National Bank | 1,076 | $531.3K | 0.18% | 00.0% | Unchanged |
| Ewa, LLC | 1,019 | $530.5K | 0.19% | +106+11.6% | Added |
| Appleton Partners Inc | 1,073 | $530.0K | 0.04% | +18+1.7% | Added |
| Breakwater Capital Group | 1,073 | $529.9K | 0.11% | +57+5.6% | Added |
| MCF Advisors LLC | 1,066 | $526.2K | 0.04% | −5−0.5% | Reduced |
| Optiver Holding B.V. | 1,065 | $525.9K | 0.01% | −10,509−90.8% | Reduced |
| Park National Corp | 1,065 | $525.9K | 0.02% | −21−1.9% | Reduced |
| Sage Rhino Capital LLC | 1,063 | $524.9K | 0.12% | +8+0.8% | Added |
| Conestoga Capital Advisors, LLC | 1,055 | $521.0K | 0.01% | 00.0% | Unchanged |
| Mindset Wealth Management, LLC | 1,055 | $521.0K | 0.22% | +1,055 | New |
| Westmount Partners, LLC | 1,052 | $519.7K | 0.16% | 00.0% | Unchanged |
| Norway Savings Bank | 1,049 | $518.0K | 0.28% | −82−7.3% | Reduced |
| Capital Management Associates, Inc | 1,048 | $517.5K | 0.21% | 00.0% | Unchanged |
| Davidson Trust Co | 1,047 | $517.0K | 0.27% | 00.0% | Unchanged |
| Warren Street Wealth Advisors, LLC | 1,047 | $517.0K | 0.21% | +54+5.4% | Added |
| Horizon Bancorp Inc | 1,044 | $516.0K | 0.24% | +26+2.6% | Added |
| Pure Financial Advisors, Inc. | 1,044 | $515.5K | 0.01% | +65+6.6% | Added |
| Commonwealth Financial Services, LLC | 1,038 | $515.2K | 0.10% | −30−2.8% | Reduced |
| Pullen Investment Management, LLC | 1,041 | $514.0K | 0.38% | −2−0.2% | Reduced |
| LWM Advisory Services, LLC | 1,038 | $512.6K | 0.38% | +1,038 | New |
| Grandview Asset Management LLC | 1,032 | $510.0K | 0.29% | +6+0.6% | Added |
| Embree Financial Group | 1,031 | $509.3K | 0.09% | +15+1.5% | Added |
| REDW Wealth LLC | 1,031 | $509.1K | 0.13% | −34−3.2% | Reduced |
| Wealth Dimensions Group, Ltd. | 1,029 | $508.1K | 0.13% | −14−1.3% | Reduced |
| Continental Investors Services, Inc. | 1,023 | $507.9K | 1.04% | +11+1.1% | Added |
| Delta Accumulation, LLC | 1,022 | $504.7K | 3.34% | +1+0.1% | Added |
| Founders Capital Management, LLC | 1,021 | $504.2K | 0.09% | −1−0.1% | Reduced |
| JMG Financial Group, Ltd. | 1,018 | $502.6K | 0.02% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 1,016 | $501.7K | 0.09% | −270−21.0% | Reduced |
| Gemmer Asset Management LLC | 1,016 | $501.7K | 0.05% | 00.0% | Unchanged |
| Norris Perne & French LLP | 1,014 | $500.7K | 0.03% | −11−1.1% | Reduced |
| Durante & Waters, LLC | 1,012 | $499.7K | 0.42% | 00.0% | Unchanged |
| Allen Capital Group, LLC | 1,002 | $494.8K | 0.06% | +152+17.9% | Added |
| Newbridge Financial Services Group, Inc. | 1,001 | $494.5K | 0.17% | +679+210.9% | Added |
| Kanen Wealth Management LLC | 1,000 | $493.8K | 0.26% | 00.0% | Unchanged |