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; 3,634 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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, Q4 2024
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MCF Advisors LLC | 994 | $523.4K | 0.04% | −72−6.8% | Reduced |
| Discipline Wealth Solutions, LLC | 994 | $523.4K | 0.24% | 00.0% | Unchanged |
| MBE Wealth Management, LLC | 995 | $523.9K | 0.30% | −99−9.0% | Reduced |
| Burns J W & Co Inc | 995 | $523.9K | 0.07% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 996 | $524.5K | 0.11% | −3−0.3% | Reduced |
| Fourth Dimension Wealth, LLC | 996 | $524.6K | 0.27% | +996 | New |
| Aspetuck Financial Management LLC | 997 | $525.0K | 0.41% | +997 | New |
| Ssi Investment Management LLC | 998 | $525.5K | 0.04% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,000 | $526.6K | 0.18% | −79−7.3% | Reduced |
| Kanen Wealth Management LLC | 1,000 | $526.6K | 0.20% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 1,000 | $526.6K | 0.44% | 00.0% | Unchanged |
| Militia Capital Partners, LP | 1,000 | $526.6K | 0.25% | +1,000 | New |
| Foster Group, Inc. | 1,003 | $528.4K | 0.02% | +115+13.0% | Added |
| Charter Oak Capital Management, LLC | 1,004 | $528.5K | 0.05% | +25+2.6% | Added |
| Blue Barn Wealth, LLC | 1,005 | $529.2K | 0.28% | +10+1.0% | Added |
| Hexagon Capital Partners LLC | 1,009 | $531.3K | 0.10% | +305+43.3% | Added |
| Durante & Waters, LLC | 1,012 | $532.9K | 0.44% | 00.0% | Unchanged |
| Bank Hapoalim BM | 1,013 | $533.0K | 0.09% | −115−10.2% | Reduced |
| Norris Perne & French LLP | 1,014 | $533.9K | 0.04% | 00.0% | Unchanged |
| Fire Capital Management LLC | 1,014 | $533.9K | 0.40% | +1,014 | New |
| Mairs & Power Inc | 1,014 | $534.0K | 0.01% | +62+6.5% | Added |
| Bedel Financial Consulting, Inc. | 945 | $534.9K | 0.07% | −12−1.3% | Reduced |
| CFS Investment Advisory Services, LLC | 1,016 | $535.0K | 0.05% | +132+14.9% | Added |
| JMG Financial Group, Ltd. | 1,018 | $536.1K | 0.02% | 00.0% | Unchanged |
| Founders Capital Management, LLC | 1,021 | $537.6K | 0.09% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 1,021 | $537.6K | 0.17% | +1,021 | New |
| Vivid Wealth Management, LLC | 1,021 | $537.8K | 0.27% | −109−9.6% | Reduced |
| Ashton Thomas Securities, LLC | 1,027 | $539.2K | 0.15% | +174+20.4% | Added |
| Paul Damon & Associates, Inc. | 1,025 | $539.7K | 0.33% | +167+19.5% | Added |
| Financial Advisory Service, Inc. | 1,027 | $540.6K | 0.05% | +75+7.9% | Added |
| Ewa, LLC | 1,029 | $542.0K | 0.20% | +10+1.0% | Added |
| LWM Advisory Services, LLC | 1,038 | $543.3K | 0.38% | 00.0% | Unchanged |
| Embree Financial Group | 1,032 | $543.4K | 0.09% | +1+0.1% | Added |
| Newbridge Financial Services Group, Inc. | 1,034 | $544.2K | 0.14% | +33+3.3% | Added |
| OneAscent Wealth Management LLC | 1,039 | $547.0K | 0.23% | −662−38.9% | Reduced |
| Foster & Motley Inc | 1,039 | $547.0K | 0.04% | −79−7.1% | Reduced |
| GK Wealth Management LLC | 1,040 | $547.6K | 0.69% | +1,040 | New |
| Center For Asset Management LLC | 1,040 | $547.6K | 0.35% | +276+36.1% | Added |
| Pullen Investment Management, LLC | 1,041 | $548.2K | 0.36% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 1,042 | $548.7K | 0.81% | +1,042 | New |
| Davidson Trust Co | 1,047 | $551.3K | 0.28% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 1,048 | $551.8K | 0.21% | 00.0% | Unchanged |
| CNB Bank | 1,051 | $553.4K | 0.26% | −44−4.0% | Reduced |
| Continental Investors Services, Inc. | 1,052 | $553.7K | 1.11% | +29+2.8% | Added |
| Grandview Asset Management LLC | 1,051 | $554.0K | 0.20% | +19+1.8% | Added |
| Smith Anglin Financial, LLC | 1,053 | $554.3K | 0.05% | −158−13.0% | Reduced |
| Conestoga Capital Advisors, LLC | 1,055 | $555.5K | 0.01% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,056 | $556.1K | 0.12% | −7−0.7% | Reduced |
| LifeSteps Financial, Inc. | 1,057 | $556.6K | 0.43% | −53−4.8% | Reduced |
| Select Asset Management & Trust | 1,059 | $558.0K | 0.22% | −900−45.9% | Reduced |
| Horizon Bancorp Inc | 1,059 | $558.0K | 0.26% | +15+1.4% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,131 | $558.4K | 0.18% | +253+28.8% | Added |
| Sagace Wealth Management LLC | 1,065 | $560.8K | 0.42% | −61−5.4% | Reduced |
| Clarity Wealth Development LLC | 1,010 | $560.8K | 0.61% | +1,010 | New |
| Mindset Wealth Management, LLC | 1,068 | $562.2K | 0.21% | +13+1.2% | Added |
| New Wave Wealth Advisors LLC | 1,069 | $562.9K | 0.23% | −167−13.5% | Reduced |
| Range Financial Group LLC | 1,069 | $562.9K | 0.26% | +650+155.1% | Added |
| Boyd Watterson Asset Management LLC | 1,070 | $563.4K | 0.16% | −64−5.6% | Reduced |
| Breakwater Capital Group | 1,074 | $565.5K | 0.11% | +1+0.1% | Added |
| Wulff, Hansen & Co. | 1,075 | $566.1K | 0.54% | +95+9.7% | Added |
| Generation Capital Management LLC | 1,075 | $566.1K | 0.49% | +1,075 | New |
| NorthStar Asset Management LLC | 1,078 | $567.4K | 0.36% | +2+0.2% | Added |
| Lowe Brockenbrough & Co Inc | 1,080 | $568.7K | 0.04% | −17−1.5% | Reduced |
| Black Diamond Financial, LLC | 1,080 | $568.7K | 0.09% | +168+18.4% | Added |
| Hudson Valley Investment Advisors Inc | 1,084 | $570.8K | 0.06% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,085 | $571.3K | 0.06% | −7−0.6% | Reduced |
| Flagstone Financial Management | 1,085 | $571.3K | 0.19% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,085 | $571.3K | 0.20% | +9+0.8% | Added |
| Allen Capital Group, LLC | 1,086 | $571.9K | 0.07% | +84+8.4% | Added |
| Cassaday & Co Wealth Management LLC | 1,086 | $571.9K | 0.02% | −14−1.3% | Reduced |
| Arcus Capital Partners, LLC | 1,188 | $572.2K | 0.18% | +51+4.5% | Added |
| Fortitude Advisory Group L.L.C. | 1,089 | $573.4K | 0.35% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 1,094 | $576.2K | 0.38% | +110+11.2% | Added |
| AlphaCore Capital LLC | 1,094 | $576.3K | 0.12% | −218−16.6% | Reduced |
| Prism Advisors, Inc. | 1,100 | $579.2K | 0.17% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,101 | $579.8K | 0.10% | +1,101 | New |
| Baron Silver Stevens Financial Advisors, LLC | 1,104 | $581.3K | 0.10% | 00.0% | Unchanged |
| BIP Wealth, LLC | 1,105 | $581.9K | 0.04% | +120+12.2% | Added |
| Occidental Asset Management, LLC | 1,107 | $582.9K | 0.09% | +308+38.5% | Added |
| Warm Springs Advisors Inc. | 1,109 | $584.0K | 0.54% | +1,109 | New |
| Noble Wealth Management PBC | 1,110 | $584.5K | 0.41% | +1,110 | New |
| Westwood Holdings Group Inc. | 1,111 | $585.0K | 0.00% | −6−0.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,111 | $585.0K | 0.24% | +64+6.1% | Added |
| Convergence Financial, LLC | 1,112 | $585.6K | 0.12% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,189 | $587.3K | 0.03% | 00.0% | Unchanged |
| Rappaport Reiches Capital Management, LLC | 1,121 | $590.4K | 0.15% | +3+0.3% | Added |
| Commonwealth Financial Services, LLC | 1,123 | $591.3K | 0.12% | +85+8.2% | Added |
| TCFG Wealth Management, LLC | 1,123 | $591.5K | 0.30% | +1+0.1% | Added |
| WESPAC Advisors, LLC | 1,125 | $592.4K | 0.44% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,127 | $593.0K | 0.21% | 00.0% | Unchanged |
| Westmount Partners, LLC | 1,127 | $593.2K | 0.18% | +75+7.1% | Added |
| Root Financial Partners, LLC | 1,127 | $593.5K | 0.07% | +314+38.6% | Added |
| Pacitti Group Inc. | 1,128 | $594.1K | 0.28% | +12+1.1% | Added |
| Golden State Wealth Management, LLC | 1,129 | $594.9K | 0.09% | +1,129 | New |
| Hodges Capital Management Inc. | 1,130 | $595.0K | 0.04% | 00.0% | Unchanged |
| Horiko Capital Management LLC | 1,130 | $595.0K | 0.17% | 00.0% | Unchanged |
| GenTrust, LLC | 1,138 | $599.0K | 0.03% | +29+2.6% | Added |
| Brucke Financial, Inc. | 1,079 | $599.3K | 0.52% | +1,079 | New |
| Manchester Financial Inc | 1,139 | $599.7K | 0.13% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,141 | $600.6K | 0.04% | +16+1.4% | Added |