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 |
|---|---|---|---|---|---|
| Cardiff Park Advisors, LLC | 1,309 | $689.2K | 0.07% | +1+0.1% | Added |
| Wellspring Financial Advisors, LLC | 1,310 | $689.6K | 0.07% | −433−24.8% | Reduced |
| Tobam | 1,311 | $690.0K | 0.21% | −41−3.0% | Reduced |
| Hayek Kallen Investment Management | 1,313 | $691.0K | 0.25% | −25−1.9% | Reduced |
| Paragon Private Wealth Management, LLC | 1,314 | $692.1K | 0.32% | +142+12.1% | Added |
| Convergence Investment Partners, LLC | 1,315 | $692.4K | 0.15% | +9+0.7% | Added |
| Meadow Creek Wealth Advisors LLC | 1,316 | $692.9K | 0.50% | +29+2.3% | Added |
| Lakeview Capital Partners, LLC | 1,316 | $693.0K | 0.15% | −4,429−77.1% | Reduced |
| Coign Capital Advisors LLC | 1,318 | $694.0K | 0.64% | +1,318 | New |
| Proathlete Wealth Management LLC | 1,318 | $694.7K | 0.26% | +2+0.2% | Added |
| Matisse Capital | 1,328 | $699.3K | 0.36% | 00.0% | Unchanged |
| Floyd Financial Group LLC | 1,388 | $700.5K | 0.58% | +1,388 | New |
| Rice Partnership, LLC | 1,335 | $703.0K | 0.13% | −1,345−50.2% | Reduced |
| Cable Hill Partners, LLC | 1,336 | $703.5K | 0.07% | −32−2.3% | Reduced |
| Latitude Advisors, LLC | 1,338 | $704.4K | 0.40% | −26−1.9% | Reduced |
| Gitterman Wealth Management, LLC | 1,338 | $704.7K | 0.29% | +1,338 | New |
| True North Advisors, LLC | 1,338 | $704.8K | 0.17% | +62+4.9% | Added |
| First County Bank | 1,339 | $705.1K | 0.39% | −357−21.0% | Reduced |
| Gallacher Capital Management LLC | 1,342 | $706.9K | 0.35% | −267−16.6% | Reduced |
| Lantz Financial LLC | 1,344 | $707.7K | 0.19% | +40+3.1% | Added |
| Smith Chas P & Associates Pa Cpas | 1,346 | $708.9K | 0.04% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,351 | $711.5K | 0.28% | −7−0.5% | Reduced |
| Granite Investment Partners, LLC | 1,353 | $712.4K | 0.03% | 00.0% | Unchanged |
| Purkiss Capital Advisors LLC | 1,357 | $714.3K | 0.62% | +1,357 | New |
| Argyle Capital Partners, LLC | 1,357 | $714.8K | 0.61% | +1,357 | New |
| Annex Advisory Services, LLC | 1,359 | $715.4K | 0.02% | −56−4.0% | Reduced |
| Portland Investment Counsel Inc. | 1,363 | $717.7K | 0.18% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 1,363 | $717.7K | 0.39% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 1,363 | $717.8K | 0.41% | +1+0.1% | Added |
| Alliance Wealth Advisors, LLC | 1,373 | $723.0K | 0.41% | +10+0.7% | Added |
| Laidlaw Wealth Management LLC | 1,374 | $723.5K | 0.32% | −39−2.8% | Reduced |
| Safeguard Financial, LLC | 1,381 | $727.0K | 0.16% | +665+92.9% | Added |
| Baskin Financial Services Inc. | 1,380 | $727.0K | 0.06% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,381 | $727.1K | 0.06% | −226−14.1% | Reduced |
| Alterna Wealth Management, Inc | 1,385 | $729.3K | 0.62% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 1,386 | $729.8K | 0.40% | +7+0.5% | Added |
| Wealth Architects, LLC | 1,390 | $731.9K | 0.08% | −127−8.4% | Reduced |
| Redhawk Wealth Advisors, Inc. | 1,391 | $732.6K | 0.10% | −23−1.6% | Reduced |
| Signal Advisors Wealth, LLC | 1,392 | $732.8K | 0.08% | +242+21.0% | Added |
| Triangle Securities Wealth Management | 1,393 | $733.5K | 0.19% | −48−3.3% | Reduced |
| Morris Financial Concepts, Inc. | 1,393 | $733.6K | 0.31% | 00.0% | Unchanged |
| Capital Advisors Inc | 1,400 | $737.0K | 0.01% | +153+12.3% | Added |
| Aristides Capital LLC | 1,400 | $737.2K | 0.23% | +150+12.0% | Added |
| FSM Wealth Advisors, LLC | 1,411 | $738.1K | 0.18% | +112+8.6% | Added |
| Amplius Wealth Advisors, LLC | 1,408 | $741.4K | 0.08% | +1+0.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 1,411 | $742.7K | 0.15% | +196+16.1% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,413 | $744.0K | 0.04% | −10−0.7% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,414 | $745.0K | 0.23% | +321+29.4% | Added |
| Centurion Wealth Management LLC | 1,418 | $746.7K | 0.23% | +55+4.0% | Added |
| Avenue 1 Advisors, LLC | 1,421 | $748.3K | 0.29% | +79+5.9% | Added |
| Sunpointe, LLC | 1,421 | $748.5K | 0.38% | +34+2.5% | Added |
| Atlas Legacy Advisors, LLC | 1,423 | $749.3K | 0.18% | +1,423 | New |
| Manske Wealth Management | 1,423 | $749.3K | 0.30% | +1,423 | New |
| Legacy Trust | 1,425 | $750.4K | 0.17% | −222−13.5% | Reduced |
| Magnus Financial Group LLC | 1,430 | $753.0K | 0.07% | −16−1.1% | Reduced |
| D'Orazio & Associates, Inc. | 1,431 | $753.5K | 0.11% | +26+1.9% | Added |
| Nvest Financial, LLC | 1,432 | $753.8K | 0.38% | +244+20.5% | Added |
| Atticus Wealth Management, LLC | 1,438 | $757.3K | 0.24% | +41+2.9% | Added |
| Montis Financial, LLC | 1,438 | $757.4K | 0.23% | +11+0.8% | Added |
| Colonial Trust Co | 1,443 | $760.0K | 0.11% | +153+11.9% | Added |
| Legacy Edge Advisors, LLC | 1,447 | $760.5K | 0.12% | +10+0.7% | Added |
| BOS Asset Management, LLC | 1,451 | $764.1K | 0.27% | +100+7.4% | Added |
| Stokes Family Office, LLC | 1,456 | $766.7K | 0.08% | −144−9.0% | Reduced |
| Consolidated Portfolio Review Corp | 1,457 | $767.1K | 0.12% | +89+6.5% | Added |
| Gilliland Jeter Wealth Management LLC | 1,459 | $768.5K | 0.26% | 00.0% | Unchanged |
| Boston Family Office LLC | 1,460 | $769.0K | 0.05% | −140−8.8% | Reduced |
| DT Investment Partners, LLC | 1,468 | $773.0K | 0.07% | −292−16.6% | Reduced |
| BXM Wealth LLC | 1,468 | $773.0K | 1.08% | +1,468 | New |
| Round Hill Asset Management | 1,470 | $774.1K | 0.55% | 00.0% | Unchanged |
| Park Capital Management, LLC | 1,473 | $775.6K | 0.93% | +1,473 | New |
| Steigerwald, Gordon & Koch Inc. | 1,473 | $776.1K | 0.09% | −5−0.3% | Reduced |
| McAdam, LLC | 1,474 | $776.2K | 0.04% | +300+25.6% | Added |
| jvl associates llc | 1,477 | $777.7K | 0.29% | +2+0.1% | Added |
| 180 Wealth Advisors, LLC | 1,477 | $777.9K | 0.12% | −49−3.2% | Reduced |
| Traveka Wealth, LLC | 1,478 | $778.2K | 0.43% | +20+1.4% | Added |
| Key Financial Inc | 1,483 | $780.9K | 0.18% | +23+1.6% | Added |
| Prosperity Financial Group, Inc. | 1,483 | $781.2K | 0.39% | +160+12.1% | Added |
| Per Stirling Capital Management, LLC. | 1,489 | $784.1K | 0.11% | −30−2.0% | Reduced |
| Deseret Mutual Benefit Administrators | 1,493 | $786.2K | 0.39% | −70−4.5% | Reduced |
| First Nebraska Trust Co | 1,494 | $786.7K | 0.08% | −10−0.7% | Reduced |
| Fortem Financial Group, LLC | 1,496 | $787.8K | 0.31% | +14+0.9% | Added |
| Levin Capital Strategies, L.P. | 1,500 | $789.9K | 0.08% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,501 | $790.4K | 0.11% | −15−1.0% | Reduced |
| Diversified Enterprises, LLC | 1,503 | $791.5K | 0.08% | +730+94.4% | Added |
| Net Worth Advisory Group | 1,506 | $792.8K | 0.24% | +2+0.1% | Added |
| Hillsdale Investment Management Inc. | 1,506 | $793.0K | 0.04% | −100−6.2% | Reduced |
| Oxford Financial Group Ltd | 1,507 | $793.7K | 0.05% | −90−5.6% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,508 | $794.0K | 0.33% | 00.0% | Unchanged |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,510 | $795.3K | 0.20% | +87+6.1% | Added |
| New Republic Capital, LLC | 1,512 | $796.0K | 0.52% | −88−5.5% | Reduced |
| Banque de Luxembourg S.A. | 1,506 | $796.2K | 0.43% | +1,506 | New |
| Diligent Investors, LLC | 1,516 | $798.4K | 0.18% | −10−0.7% | Reduced |
| LGL Partners, LLC | 1,516 | $798.4K | 0.12% | −64−4.1% | Reduced |
| ORG Wealth Partners, LLC | 1,520 | $800.8K | 0.25% | +116+8.3% | Added |
| Atom Investors LP | 1,521 | $800.9K | 0.10% | +1,521 | New |
| Virtue Capital Management, LLC | 1,524 | $802.5K | 0.16% | −717−32.0% | Reduced |
| TFB Advisors LLC | 1,524 | $802.5K | 0.23% | −8−0.5% | Reduced |
| Spartan Planning & Wealth Management | 1,526 | $803.5K | 0.73% | +1,526 | New |
| PSI Advisors, LLC | 1,527 | $803.6K | 0.24% | −136−8.2% | Reduced |
| Joel Isaacson & Co., LLC | 1,531 | $806.3K | 0.04% | +35+2.3% | Added |