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 |
|---|---|---|---|---|---|
| Lattice Capital Management, LLC | 1,000 | $493.8K | 0.45% | 00.0% | Unchanged |
| Ascension Capital Advisors, Inc. | 1,000 | $493.8K | 0.23% | +1,000 | New |
| Hartford Financial Management Inc. | 999 | $493.3K | 0.10% | −164−14.1% | Reduced |
| Ssi Investment Management LLC | 998 | $492.8K | 0.04% | −1−0.1% | Reduced |
| Advisor Resource Council | 998 | $492.8K | 0.22% | +998 | New |
| Blue Barn Wealth, LLC | 995 | $491.3K | 0.25% | −13−1.3% | Reduced |
| Burns J W & Co Inc | 995 | $491.3K | 0.06% | +8+0.8% | Added |
| Discipline Wealth Solutions, LLC | 994 | $490.8K | 0.26% | +994 | New |
| XML Financial, LLC | 993 | $490.6K | 0.05% | +300+43.3% | Added |
| Penn Davis McFarland Inc | 991 | $489.4K | 0.06% | +991 | New |
| Redwood Financial Network Corp | 989 | $488.4K | 0.38% | −46−4.4% | Reduced |
| BIP Wealth, LLC | 985 | $486.4K | 0.03% | +223+29.3% | Added |
| Ossiam | 985 | $486.4K | 0.01% | +321+48.3% | Added |
| EdgeRock Capital LLC | 984 | $486.0K | 0.34% | +44+4.7% | Added |
| Rise Advisors, LLC | 983 | $485.6K | 0.23% | −37−3.6% | Reduced |
| Intrua Financial, LLC | 982 | $485.0K | 0.08% | −64−6.1% | Reduced |
| Clear Point Advisors Inc. | 982 | $484.9K | 0.37% | 00.0% | Unchanged |
| FinTrust Capital Advisors, LLC | 981 | $484.4K | 0.08% | −6−0.6% | Reduced |
| Wulff, Hansen & Co. | 980 | $483.9K | 0.45% | +215+28.1% | Added |
| Charter Oak Capital Management, LLC | 979 | $483.4K | 0.05% | +979 | New |
| Spectrum Wealth Advisory Group, LLC | 978 | $483.0K | 0.27% | +10+1.0% | Added |
| Family Management Corp | 976 | $481.9K | 0.08% | +127+15.0% | Added |
| Gillespie Robinson & Grimm Inc | 975 | $481.5K | 0.04% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 974 | $480.8K | 0.13% | +27+2.9% | Added |
| Cary Street Partners Asset Management LLC | 973 | $480.5K | 0.06% | −13−1.3% | Reduced |
| Lee Danner & Bass Inc | 972 | $480.0K | 0.03% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 972 | $480.0K | 0.24% | 00.0% | Unchanged |
| Cheviot Value Management, LLC | 972 | $480.0K | 0.09% | +8+0.8% | Added |
| AdvisorShares Investments LLC | 971 | $479.5K | 0.09% | −36−3.6% | Reduced |
| Dogwood Wealth Management LLC | 970 | $479.2K | 0.28% | +107+12.4% | Added |
| Capital Market Strategies LLC | 968 | $478.0K | 0.29% | −27−2.7% | Reduced |
| Paulson Wealth Management Inc. | 964 | $476.0K | 0.13% | +3+0.3% | Added |
| Abel Hall, LLC | 961 | $474.5K | 0.31% | −50−4.9% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 960 | $474.0K | 0.30% | +46+5.0% | Added |
| Bedel Financial Consulting, Inc. | 957 | $472.7K | 0.07% | −101−9.5% | Reduced |
| Mairs & Power Inc | 952 | $470.1K | 0.00% | +28+3.0% | Added |
| Financial Advisory Service, Inc. | 952 | $469.9K | 0.04% | +276+40.8% | Added |
| Hyperion Partners, LLC | 950 | $469.1K | 0.30% | −8−0.8% | Reduced |
| Zullo Investment Group, Inc. | 946 | $467.3K | 0.19% | +53+5.9% | Added |
| Liberty Wealth Management LLC | 946 | $467.0K | 0.08% | −29,480−96.9% | Reduced |
| DLK Investment Management, LLC | 945 | $466.7K | 0.18% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 944 | $466.1K | 0.11% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 942 | $465.0K | 0.22% | −17−1.8% | Reduced |
| Baron Wealth Management LLC | 938 | $463.2K | 0.22% | +281+42.8% | Added |
| Objective Capital Management, LLC | 937 | $462.7K | 0.27% | +937 | New |
| New Covenant Trust Company, N.A. | 937 | $462.5K | 0.45% | +212+29.2% | Added |
| Kanawha Capital Management LLC | 935 | $461.8K | 0.03% | −38−3.9% | Reduced |
| Allegheny Financial Group LTD | 934 | $461.1K | 0.11% | +321+52.4% | Added |
| RVW Wealth, LLC | 933 | $460.9K | 0.04% | −23−2.4% | Reduced |
| Arvest Bank Trust Division | 932 | $460.2K | 0.03% | +932 | New |
| Verum Partners LLC | 930 | $459.2K | 0.13% | −6−0.6% | Reduced |
| Woodward Diversified Capital, LLC | 924 | $456.3K | 0.29% | −7−0.8% | Reduced |
| Retirement Planning Co of New England, Inc. | 920 | $454.3K | 0.23% | 00.0% | Unchanged |
| Lipe & Dalton | 917 | $453.0K | 0.23% | 00.0% | Unchanged |
| Edge Financial Advisors LLC | 917 | $452.8K | 0.40% | −23−2.4% | Reduced |
| Paladin Wealth, LLC | 912 | $450.3K | 0.39% | +912 | New |
| Crestmont Private Wealth LLC | 912 | $450.3K | 0.20% | +76+9.1% | Added |
| Black Diamond Financial, LLC | 912 | $450.3K | 0.08% | −25−2.7% | Reduced |
| Davy Global Fund Management Ltd | 911 | $449.9K | 0.05% | −73−7.4% | Reduced |
| Parcion Private Wealth LLC | 910 | $449.4K | 0.04% | 00.0% | Unchanged |
| Trust Co of the South | 907 | $447.9K | 0.09% | +907 | New |
| Code Waechter LLC | 905 | $447.0K | 0.43% | +905 | New |
| Eisler Capital (UK) Ltd. | 905 | $446.9K | 0.11% | −3,123−77.5% | Reduced |
| Source Financial Advisors LLC | 899 | $443.7K | 0.13% | −31−3.3% | Reduced |
| Perfromance Wealth Partners, LLC | 898 | $443.4K | 0.02% | +412+84.8% | Added |
| Townsend Asset Management Corp | 898 | $443.4K | 0.16% | −47−5.0% | Reduced |
| State of Wyoming | 897 | $442.9K | 0.06% | −954−51.5% | Reduced |
| Granite Bay Wealth Management, LLC | 895 | $442.0K | 0.25% | −34−3.7% | Reduced |
| Versant Capital Management, Inc | 895 | $442.0K | 0.10% | +96+12.0% | Added |
| Trilogy Capital Inc. | 893 | $441.0K | 0.02% | +109+13.9% | Added |
| Somerset Trust Co | 893 | $441.0K | 0.16% | +18+2.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 892 | $440.6K | 0.25% | −4−0.4% | Reduced |
| Strategy Asset Managers LLC | 892 | $440.5K | 0.08% | +135+17.8% | Added |
| Consolidated Capital Management, LLC | 891 | $440.0K | 0.19% | −95−9.6% | Reduced |
| Foster Group, Inc. | 888 | $438.7K | 0.02% | −13−1.4% | Reduced |
| BlackDiamond Wealth Management Inc. | 827 | $437.6K | 0.26% | +114+16.0% | Added |
| First Business Financial Services, Inc. | 885 | $437.0K | 0.04% | +10+1.1% | Added |
| CFS Investment Advisory Services, LLC | 884 | $437.0K | 0.04% | −50−5.4% | Reduced |
| Encompass More Asset Management | 882 | $435.7K | 0.17% | +119+15.6% | Added |
| Hibernia Wealth Partners, LLC | 880 | $434.6K | 0.15% | −26−2.9% | Reduced |
| Hudock, Inc. | 878 | $434.0K | 0.07% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 878 | $433.6K | 0.73% | +41+4.9% | Added |
| Altus Wealth Group LLC | 874 | $431.6K | 0.18% | −25−2.8% | Reduced |
| Stonebridge Capital Advisors LLC | 874 | $431.6K | 0.04% | −2−0.2% | Reduced |
| Summit Financial Wealth Advisors, LLC | 872 | $430.6K | 0.08% | 00.0% | Unchanged |
| Community Financial Services Group, LLC | 869 | $429.1K | 0.09% | −30−3.3% | Reduced |
| Saiph Capital, LLC | 868 | $428.7K | 0.20% | −24−2.7% | Reduced |
| David R. Rahn & Associates Inc. | 867 | $428.1K | 0.13% | +17+2.0% | Added |
| Braun-Bostich & Associates Inc. | 867 | $428.1K | 0.30% | +146+20.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 862 | $426.0K | 0.02% | −2−0.2% | Reduced |
| Heck Capital Advisors, LLC | 860 | $424.7K | 0.05% | 00.0% | Unchanged |
| VitalStone Financial, LLC | 860 | $424.7K | 0.29% | +845+5,633.3% | Added |
| Vision Capital Management, Inc. | 859 | $424.2K | 0.06% | 00.0% | Unchanged |
| BCS Wealth Management | 858 | $424.0K | 0.18% | +80+10.3% | Added |
| First Financial Corp | 858 | $423.7K | 0.20% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 858 | $423.7K | 0.27% | +46+5.7% | Added |
| Compagnie Lombard Odier SCmA | 857 | $423.2K | 0.01% | −283−24.8% | Reduced |
| Fortress Wealth Group, LLC | 830 | $422.0K | 0.21% | 00.0% | Unchanged |
| United Advisor Group, LLC | 854 | $421.7K | 0.10% | +348+68.8% | Added |
| Ashton Thomas Securities, LLC | 853 | $421.2K | 0.08% | +209+32.5% | Added |