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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 13 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, Q4 2024

Institutional positions in Mastercard Inc as of Dec 31, 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
3,450
+366 vs. Q3 2024
Shares held
804.1M
+86.5M (+12.1%) vs. Q3 2024
Total value
$422.8B
+$72.3B (+20.6%) vs. Q3 2024
New holders
459
1,311 more added
Sold out
93
1,202 more reduced

63 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2024: 3,450 institutions
Q1 2021: 2,484 institutionsQ2 2021: 2,494 institutionsQ3 2021: 2,455 institutionsQ4 2021: 2,646 institutionsQ1 2022: 2,624 institutionsQ2 2022: 2,595 institutionsQ3 2022: 2,556 institutionsQ4 2022: 2,715 institutionsQ1 2023: 2,738 institutionsQ2 2023: 2,788 institutionsQ3 2023: 2,823 institutionsQ4 2023: 3,042 institutionsQ1 2024: 3,123 institutionsQ2 2024: 3,123 institutionsQ3 2024: 3,147 institutionsQ4 2024: 3,450 institutionsQ1 2025: 3,492 institutionsQ2 2025: 3,537 institutionsQ3 2025: 3,512 institutionsQ4 2025: 3,742 institutionsQ1 2026: 3,634 institutionsQ2 2026: 3,633 institutions
Value heldQ4 2024: $422.8B
Q1 2021: $265.3BQ2 2021: $270.2BQ3 2021: $255.2BQ4 2021: $264.8BQ1 2022: $262.5BQ2 2022: $231.2BQ3 2022: $207.8BQ4 2022: $253.3BQ1 2023: $263.3BQ2 2023: $282.6BQ3 2023: $283.0BQ4 2023: $305.0BQ1 2024: $343.5BQ2 2024: $314.8BQ3 2024: $351.6BQ4 2024: $422.8BQ1 2025: $438.3BQ2 2025: $448.2BQ3 2025: $445.2BQ4 2025: $450.8BQ1 2026: $383.8BQ2 2026: $396.2B
Institutions holding MA and their total value by quarter
QuarterHoldersValue
Q2 20263,633$396.2B
Q1 20263,634$383.8B
Q4 20253,742$450.8B
Q3 20253,512$445.2B
Q2 20253,537$448.2B
Q1 20253,492$438.3B
Q4 20243,450$422.8B
Q3 20243,147$351.6B
Q2 20243,123$314.8B
Q1 20243,123$343.5B
Q4 20233,042$305.0B
Q3 20232,823$283.0B
Q2 20232,788$282.6B
Q1 20232,738$263.3B
Q4 20222,715$253.3B
Q3 20222,556$207.8B
Q2 20222,595$231.2B
Q1 20222,624$262.5B
Q4 20212,646$264.8B
Q3 20212,455$255.2B
Q2 20212,494$270.2B
Q1 20212,484$265.3B

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q3 2024.

Institutions holding MA in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Horrell Capital Management, Inc.2$1.00K0.00%00.0%Unchanged
Transamerica Financial Advisors, Inc.1$1.00K0.00%−1−50.0%Reduced
Horizon Financial Services, LLC2$1.05K0.00%00.0%Unchanged
Syntax Research, Inc.3$1.58K0.00%00.0%Unchanged
Demars Financial Group, LLC981,460$1.86K0.06%+979,518+50,438.6%Added
Lummis Asset Management, LP4$2.11K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC4$2.12K0.00%00.0%Unchanged
FLP Wealth Management, LLC4$2.14K0.01%+4New
Sugar Maple Asset Management, LLC5$2.63K0.00%+5New
Catherine Avery Investment Management LLC5$2.63K0.00%+5New
Financial Life Planners5$2.64K0.00%+5New
Financial Connections Group, Inc.6$3.00K0.00%+6New
Atlas Capital Advisors LLC7$3.69K0.00%+7New
Northwest Capital Management Inc7$3.69K0.00%−130−94.9%Reduced
Mendota Financial Group, LLC7$3.69K0.00%−2−22.2%Reduced
TSFG, LLC7$4.00K0.00%00.0%Unchanged
NBC Securities, Inc.7$4.06K0.37%−8,058−99.9%Reduced
Bullock Wealth Management Group8$4.37K0.00%−23−74.2%Reduced
1620 Investment Advisors, Inc.9$4.51K0.00%00.0%Unchanged
PrairieView Partners, LLC10$5.00K0.00%00.0%Unchanged
Mowery & Schoenfeld Wealth Management, LLC10$5.27K0.01%+6+150.0%Added
IAG Wealth Partners, LLC10$5.27K0.00%+10New
Conquis Financial LLC10$5.27K0.01%+10New
Safe Harbor Fiduciary, LLC10$5.28K0.01%00.0%Unchanged
True Wealth Design, LLC10$5.43K0.00%+10New
Alaska Permanent Fund Corp11$5.79K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC11$5.79K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.11$5.79K0.00%+11New
TD Capital Management LLC13$6.87K0.00%+6+85.7%Added
Foster Dykema Cabot & Partners, LLC16$8.43K0.00%−65−80.2%Reduced
Fairman Group, LLC16$8.43K0.01%−17−51.5%Reduced
Redwood Park Advisors LLC17$8.95K0.01%+17New
Winnow Wealth LLC18$9.19K0.01%+18New
PayPay Securities Corp18$9.48K0.41%−9−33.3%Reduced
Longfellow Investment Management Co LLC18$9.48K0.00%00.0%Unchanged
POM Investment Strategies, LLC18$9.48K0.01%00.0%Unchanged
Financial Gravity Companies, Inc.20$10.5K0.00%00.0%Unchanged
Chesapeake Asset Management LLC20$10.5K0.01%+1+5.3%Added
Principia Wealth Advisory, LLC20$10.5K0.01%+20New
JDM Financial Group LLC20$10.6K0.01%−6−23.1%Reduced
Financial Avengers, Inc.20$10.8K0.01%00.0%Unchanged
Sit Investment Associates Inc22$12.0K0.00%00.0%Unchanged
Signature Resources Capital Management, LLC23$12.1K0.01%00.0%Unchanged
Synergy Investment Management, LLC23$12.1K0.01%+23New
CarsonAllaria Wealth Management, Ltd.23$12.5K0.01%00.0%Unchanged
Christopher J. Hasenberg, Inc24$12.6K0.01%00.0%Unchanged
Wood Tarver Financial Group, LLC27$14.0K0.00%+27New
Moisand Fitzgerald Tamayo, LLC28$14.7K0.00%00.0%Unchanged
Tucker Asset Management LLC30$15.8K0.00%+11+57.9%Added
Centricity Wealth Management, LLC30$15.8K0.01%+30New
Tanglewood Legacy Advisors, LLC31$16.3K0.01%00.0%Unchanged
FSA Wealth Management LLC32$16.9K0.01%−77−70.6%Reduced
TCTC Holdings, LLC32$16.9K0.00%+16+100.0%Added
Vermillion Wealth Management, Inc.34$18.0K0.01%+34New
New England Capital Financial Advisors LLC34$18.0K0.01%00.0%Unchanged
Westend Capital Management, LLC35$18.4K0.01%00.0%Unchanged
Studio Investment Management LLC35$18.4K0.00%00.0%Unchanged
WealthTrak Capital Management LLC35$18.4K0.02%+35New
Sanctuary Wealth Management, L.L.C.36$19.0K0.01%00.0%Unchanged
Robbins Farley LLC36$19.0K0.01%00.0%Unchanged
Tacita Capital Inc38$20.0K0.01%00.0%Unchanged
Talon Private Wealth, LLC38$20.0K0.00%00.0%Unchanged
Roxbury Financial LLC38$20.4K0.02%+38New
Kiely Wealth Advisory Group, Inc.40$22.6K0.01%00.0%Unchanged
Westside Investment Management, Inc.44$23.2K0.00%00.0%Unchanged
Cherry Tree Wealth Management, LLC45$23.7K0.01%00.0%Unchanged
Clark Wealth Partners45$23.7K0.02%+45New
Kames Capital plc45$23.7K0.00%+45New
Ruedi Wealth Management, Inc.46$24.2K0.01%00.0%Unchanged
Provenance Wealth Advisors, LLC46$24.2K0.00%00.0%Unchanged
Insight Inv LLC46$24.2K0.02%+46New
Altshuler Shaham Ltd49$25.8K0.00%−3−5.8%Reduced
Essex Investment Management Co LLC50$26.3K0.00%00.0%Unchanged
HGK Asset Management Inc50$26.3K0.00%00.0%Unchanged
NewSquare Capital LLC50$26.3K0.00%+50New
Stephens Consulting, LLC51$26.9K0.01%00.0%Unchanged
Stuart Chaussee & Associates, Inc.53$27.9K0.01%00.0%Unchanged
Marshall Investment Management, LLC61$30.3K0.02%+61New
Measured Risk Portfolios, Inc.58$30.5K0.03%+58New
Cornerstone National Bank & Trust Co59$31.1K0.01%00.0%Unchanged
Burkett Financial Services, LLC59$31.2K0.01%00.0%Unchanged
WealthCollab, LLC60$31.6K0.02%00.0%Unchanged
Halbert Hargrove Global Advisors, LLC60$31.6K0.00%+60New
10Elms LLP62$32.6K0.03%+62New
Navigoe, LLC64$33.0K0.03%+64New
WFA Asset Management Corp63$33.2K0.02%00.0%Unchanged
Tradewinds Capital Management, LLC63$33.2K0.01%+4+6.8%Added
Stephenson National Bank & Trust65$34.2K0.01%−71−52.2%Reduced
Grayhawk Investment Strategies Inc.65$34.2K0.07%00.0%Unchanged
Truvestments Capital LLC65$34.2K0.01%+25+62.5%Added
Criterion Capital Advisors, LLC78$34.4K0.02%00.0%Unchanged
Creekmur Asset Management LLC66$34.8K0.01%00.0%Unchanged
MPWM Advisory Solutions, LLC68$35.8K0.03%+68New
CoreFirst Bank & Trust70$36.9K0.02%00.0%Unchanged
AlphaMark Advisors, LLC70$37.0K0.02%00.0%Unchanged
Kozak & Associates, Inc.71$37.1K0.01%00.0%Unchanged
Front Row Advisors LLC71$37.4K0.01%00.0%Unchanged
First Community Trust NA72$37.9K0.03%00.0%Unchanged
Strategic Investment Solutions, Inc.73$38.4K0.01%00.0%Unchanged
Lavaca Capital LLC73$38.4K0.02%+73New