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
- 3,449
- +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
- 1,310 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 |
|---|---|---|---|---|---|
| Patrick M Sweeney & Associates, Inc | 1,142 | $601.2K | 0.45% | +12+1.1% | Added |
| XML Financial, LLC | 1,142 | $601.5K | 0.06% | +149+15.0% | Added |
| Navalign, LLC | 1,143 | $601.9K | 0.18% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,144 | $603.3K | 0.11% | −25−2.1% | Reduced |
| Townsend & Associates, Inc | 1,144 | $604.1K | 0.06% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 1,149 | $605.0K | 0.13% | −13−1.1% | Reduced |
| Angeles Investment Advisors, LLC | 1,150 | $605.6K | 0.03% | +38+3.4% | Added |
| Advyzon Investment Management, LLC | 1,152 | $606.4K | 0.23% | +1,152 | New |
| Barlow Wealth Partners, Inc. | 1,162 | $607.0K | 0.08% | 00.0% | Unchanged |
| Citadel Investment Advisory, Inc. | 1,155 | $608.0K | 0.32% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 1,168 | $608.9K | 0.25% | +393+50.7% | Added |
| City National Bank of Florida | 1,159 | $610.3K | 0.56% | +1,159 | New |
| Strategic Wealth Designers | 21,882 | $611.4K | 0.04% | +21,882 | New |
| NTV Asset Management LLC | 1,164 | $612.8K | 0.08% | +51+4.6% | Added |
| Riverwater Partners LLC | 1,167 | $614.5K | 0.30% | −41−3.4% | Reduced |
| Sterling Investment Counsel, LLC | 1,168 | $615.0K | 0.41% | −441−27.4% | Reduced |
| Financial Perspectives, Inc | 1,168 | $615.2K | 0.21% | +17+1.5% | Added |
| Atlas Private Wealth Advisors | 1,168 | $615.3K | 0.09% | 00.0% | Unchanged |
| Eaton Financial Holdings Company, LLC | 1,170 | $616.1K | 0.24% | −64−5.2% | Reduced |
| Western Pacific Wealth Management, LP | 1,172 | $617.1K | 0.50% | +32+2.8% | Added |
| Legacy Capital Group California, Inc. | 1,174 | $618.2K | 0.19% | −6−0.5% | Reduced |
| Gerber, LLC | 1,175 | $618.7K | 0.45% | −100−7.8% | Reduced |
| Skylands Capital, LLC | 1,175 | $618.7K | 0.09% | −50−4.1% | Reduced |
| Aureus Asset Management, LLC | 1,175 | $618.7K | 0.04% | +68+6.1% | Added |
| Keudell/Morrison Wealth Management | 1,176 | $619.2K | 0.16% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 1,178 | $620.3K | 0.43% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 1,179 | $620.7K | 0.05% | 00.0% | Unchanged |
| Becker Capital Management Inc | 1,179 | $620.8K | 0.02% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 1,180 | $621.6K | 0.03% | −3−0.3% | Reduced |
| Appleton Partners Inc | 1,184 | $623.0K | 0.05% | +111+10.3% | Added |
| Tradition Wealth Management, LLC | 1,185 | $624.2K | 0.05% | +12+1.0% | Added |
| Clean Yield Group | 1,187 | $625.0K | 0.20% | 00.0% | Unchanged |
| Sompo Asset Management Co., Ltd. | 1,190 | $626.6K | 0.11% | −40−3.3% | Reduced |
| Warther Private Wealth, LLC | 1,192 | $627.7K | 0.21% | +13+1.1% | Added |
| Redwood Investment Management, LLC | 1,192 | $628.0K | 0.06% | +439+58.3% | Added |
| ERTS Wealth Advisors, LLC | 1,193 | $628.2K | 0.12% | −26−2.1% | Reduced |
| Thompson David Blair | 1,194 | $628.7K | 0.46% | +1,194 | New |
| Trust Co | 1,195 | $629.3K | 0.07% | −258−17.8% | Reduced |
| Aries Wealth Management | 1,196 | $629.8K | 0.17% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,197 | $630.2K | 0.13% | +18+1.5% | Added |
| Jackson Hole Capital Partners, LLC | 1,197 | $630.5K | 0.13% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1,203 | $633.5K | 0.31% | +231+23.8% | Added |
| Diversified Portfolios, Inc. | 1,205 | $634.5K | 0.07% | +50+4.3% | Added |
| Canvas Wealth Advisors, LLC | 1,207 | $635.6K | 0.16% | +95+8.5% | Added |
| Sentinus, LLC | 1,216 | $640.1K | 0.19% | −15,225−92.6% | Reduced |
| Keystone Financial Group | 1,217 | $640.6K | 0.06% | +1+0.1% | Added |
| Argentarii, LLC | 1,218 | $641.4K | 0.32% | +1,218 | New |
| Rede Wealth, LLC | 1,219 | $641.9K | 0.25% | +14+1.2% | Added |
| Values Added Financial LLC | 1,220 | $642.4K | 0.37% | +3+0.2% | Added |
| Berkshire Asset Management LLC | 1,205 | $642.9K | 0.03% | −222−15.6% | Reduced |
| Full Sail Capital, LLC | 1,221 | $642.9K | 0.04% | −22−1.8% | Reduced |
| First Command Advisory Services, Inc. | 1,222 | $643.5K | 0.01% | −15−1.2% | Reduced |
| Sterling Wealth Management, Inc. | 1,224 | $644.5K | 0.24% | −35−2.8% | Reduced |
| CM Wealth Advisors LLC | 1,224 | $644.5K | 0.21% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 1,225 | $645.0K | 0.47% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 1,225 | $645.1K | 0.52% | −34−2.7% | Reduced |
| Lakeshore Capital Group, Inc. | 1,228 | $646.7K | 0.98% | +1,228 | New |
| Tanaka Capital Management Inc | 1,228 | $647.0K | 1.48% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,233 | $649.1K | 0.06% | +45+3.8% | Added |
| Connective Portfolio Management, LLC | 1,235 | $650.3K | 0.97% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 1,238 | $651.9K | 0.14% | +343+38.3% | Added |
| Stevens Capital Management LP | 1,238 | $652.0K | 0.26% | −2,658−68.2% | Reduced |
| Exchange Bank | 1,239 | $652.4K | 0.52% | +39+3.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,240 | $652.9K | 0.14% | −500−28.7% | Reduced |
| HTLF Bank | 1,240 | $652.9K | 0.07% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 1,241 | $653.7K | 0.07% | +584+88.9% | Added |
| Haven Private, LLC | 1,242 | $654.0K | 0.37% | +1,242 | New |
| Trueblood Wealth Management, LLC | 1,243 | $654.5K | 0.32% | −11−0.9% | Reduced |
| Parthenon LLC | 1,243 | $654.5K | 0.08% | 00.0% | Unchanged |
| US Asset Management LLC | 1,243 | $655.0K | 0.59% | −71−5.4% | Reduced |
| LaFleur & Godfrey LLC | 1,250 | $658.2K | 0.09% | 00.0% | Unchanged |
| Firethorn Wealth Partners, LLC | 1,251 | $658.6K | 0.33% | −41−3.2% | Reduced |
| KFG Wealth Management, LLC | 1,251 | $658.8K | 0.12% | +53+4.4% | Added |
| Oarsman Capital, Inc. | 1,262 | $664.5K | 0.12% | +79+6.7% | Added |
| Dogwood Wealth Management LLC | 1,263 | $665.0K | 0.35% | +293+30.2% | Added |
| Green Square Capital Advisors LLC | 1,263 | $665.1K | 0.09% | −302−19.3% | Reduced |
| Pure Financial Advisors, Inc. | 1,264 | $665.5K | 0.02% | +220+21.1% | Added |
| MBL Wealth, LLC | 1,264 | $665.6K | 0.07% | −20−1.6% | Reduced |
| Summit Asset Management, LLC | 1,265 | $666.1K | 0.12% | 00.0% | Unchanged |
| Sherman Asset Management, Inc. | 1,267 | $667.1K | 0.61% | +1,267 | New |
| Ninepoint Partners LP | 1,268 | $667.7K | 0.11% | −241−16.0% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,269 | $668.3K | 0.27% | +63+5.2% | Added |
| Raab & Moskowitz Asset Management LLC | 1,270 | $668.8K | 0.16% | −128−9.2% | Reduced |
| Mattern Capital Management, LLC | 1,271 | $669.3K | 0.09% | +109+9.4% | Added |
| Oregon Pacific Wealth Management, LLC | 1,273 | $670.3K | 0.66% | +1,273 | New |
| Custom Index Systems, LLC | 1,274 | $670.9K | 0.36% | +10+0.8% | Added |
| New World Advisors LLC | 1,275 | $671.4K | 0.16% | −22−1.7% | Reduced |
| Evermay Wealth Management LLC | 1,279 | $673.5K | 0.10% | 00.0% | Unchanged |
| Claret Asset Management Corp | 1,280 | $674.0K | 0.11% | −5−0.4% | Reduced |
| GFG Capital, LLC | 1,280 | $674.3K | 0.19% | +5+0.4% | Added |
| Peninsula Wealth, LLC | 1,282 | $674.8K | 0.12% | +21+1.7% | Added |
| Wedge Capital Management L L P | 1,285 | $676.6K | 0.01% | 00.0% | Unchanged |
| Atala Financial Inc | 1,287 | $677.7K | 0.48% | +1,287 | New |
| Audent Global Asset Management, LLC | 1,288 | $678.2K | 0.44% | +800+163.9% | Added |
| Weil Company, Inc. | 1,297 | $682.7K | 0.24% | +1,297 | New |
| X-Square Capital, LLC | 1,297 | $683.0K | 0.28% | +100+8.4% | Added |
| Covestor Ltd | 1,298 | $683.0K | 0.43% | +113+9.5% | Added |
| CWS Financial Advisors, LLC | 1,297 | $683.2K | 0.22% | +107+9.0% | Added |
| Cidel Asset Management Inc | 1,301 | $685.1K | 0.05% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 1,301 | $685.4K | 0.28% | +1+0.1% | Added |