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; 3,633 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
- 3,449
- +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 | 3,633 | $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, 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 |
|---|---|---|---|---|---|
| Clarity Wealth Advisors, LLC | 1,540 | $810.9K | 0.22% | −33−2.1% | Reduced |
| Salem Investment Counselors Inc | 1,541 | $811.5K | 0.03% | −10−0.6% | Reduced |
| Nova R Wealth, Inc. | 1,541 | $811.7K | 0.41% | +2+0.1% | Added |
| Invenio Wealth Partners LLC | 1,542 | $812.0K | 0.34% | +21+1.4% | Added |
| Cookson Peirce & Co Inc | 1,543 | $812.3K | 0.04% | −49−3.1% | Reduced |
| First Interstate Bank | 1,551 | $816.7K | 0.05% | −29−1.8% | Reduced |
| UMA Financial Services, Inc. | 1,551 | $816.8K | 0.14% | −93−5.7% | Reduced |
| Fermata Advisors, LLC | 1,554 | $818.5K | 0.15% | +860+123.9% | Added |
| Ariadne Wealth Management, LP | 1,450 | $820.0K | 0.38% | +263+22.2% | Added |
| Sienna Gestion | 1,562 | $822.4K | 0.06% | −26,883−94.5% | Reduced |
| FLC Capital Advisors | 1,562 | $822.5K | 0.19% | −25−1.6% | Reduced |
| High Net Worth Advisory Group LLC | 1,566 | $824.6K | 0.23% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 1,568 | $825.6K | 0.62% | +1,568 | New |
| Quantum Financial Advisors, LLC | 1,575 | $829.4K | 0.13% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 1,578 | $830.9K | 0.03% | +463+41.5% | Added |
| Astoria Portfolio Advisors LLC. | 1,634 | $831.8K | 0.30% | +239+17.1% | Added |
| Salvus Wealth Management, LLC | 1,580 | $832.0K | 0.53% | +34+2.2% | Added |
| Consilio Wealth Advisors, LLC | 1,581 | $832.6K | 0.34% | −326−17.1% | Reduced |
| Beaton Management Co. Inc. | 1,582 | $833.0K | 0.43% | 00.0% | Unchanged |
| TFG Advisers LLC | 1,586 | $835.1K | 0.30% | +2+0.1% | Added |
| Moseley Investment Management Inc | 1,590 | $837.1K | 0.33% | −3−0.2% | Reduced |
| Victrix Investment Advisors | 1,595 | $840.0K | 0.61% | +1,595 | New |
| Salomon & Ludwin, LLC | 1,596 | $840.4K | 0.09% | −10−0.6% | Reduced |
| M. Kraus & Co | 1,603 | $844.1K | 0.25% | −18−1.1% | Reduced |
| Breed's Hill Capital LLC | 1,603 | $844.3K | 0.44% | +983+158.5% | Added |
| Prentiss Smith & Co Inc | 1,605 | $845.1K | 0.55% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 1,605 | $845.1K | 0.26% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,606 | $845.7K | 0.24% | +150+10.3% | Added |
| SignalPoint Asset Management, LLC | 1,611 | $848.3K | 0.21% | 00.0% | Unchanged |
| Resurgent Financial Advisors LLC | 1,615 | $850.4K | 0.50% | +64+4.1% | Added |
| Lion Street Advisors, LLC | 1,616 | $850.9K | 0.27% | −98−5.7% | Reduced |
| Webster Bank, N. A. | 1,618 | $852.0K | 0.09% | −100−5.8% | Reduced |
| Midland Wealth Advisors LLC | 1,619 | $852.5K | 0.05% | −46−2.8% | Reduced |
| Wedgewood Investors Inc | 1,620 | $853.0K | 1.00% | 00.0% | Unchanged |
| GSB Wealth Management, LLC | 1,627 | $856.7K | 0.22% | −14−0.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,627 | $856.7K | 0.28% | +433+36.3% | Added |
| AlphaStar Capital Management, LLC | 1,628 | $857.3K | 0.09% | +45+2.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,630 | $858.3K | 0.52% | −755−31.7% | Reduced |
| Advance Capital Management, Inc. | 1,637 | $861.8K | 0.04% | −14−0.8% | Reduced |
| Avantax Planning Partners, Inc. | 1,642 | $864.6K | 0.03% | +174+11.9% | Added |
| Vega Investment Solutions | 1,642 | $864.6K | 0.71% | +1,642 | New |
| Nwam LLC | 1,643 | $865.0K | 0.05% | −81−4.7% | Reduced |
| JT Stratford LLC | 1,648 | $867.8K | 0.14% | −98−5.6% | Reduced |
| Crux Wealth Advisors | 1,649 | $868.2K | 0.48% | +1,649 | New |
| Tevis Investment Management | 1,655 | $871.5K | 0.65% | +5+0.3% | Added |
| Five Oceans Advisors | 1,657 | $872.5K | 0.40% | −263−13.7% | Reduced |
| Marino, Stram & Associates LLC | 1,659 | $873.4K | 0.19% | +1+0.1% | Added |
| Hoxton Planning & Management, LLC | 1,660 | $874.1K | 0.33% | +2+0.1% | Added |
| Total Clarity Wealth Management, Inc. | 1,662 | $874.9K | 0.28% | +48+3.0% | Added |
| Tributary Capital Management, LLC | 1,670 | $879.4K | 0.07% | −75−4.3% | Reduced |
| Crescent Sterling, Ltd. | 1,673 | $881.0K | 0.90% | −5−0.3% | Reduced |
| Argonautica Private Wealth Management, Inc | 1,673 | $881.0K | 0.28% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 1,674 | $881.2K | 0.42% | −4−0.2% | Reduced |
| Genesis Private Wealth, LLC | 1,674 | $881.5K | 0.49% | +1,674 | New |
| Kestra Investment Management, LLC | 1,677 | $883.3K | 0.03% | −132−7.3% | Reduced |
| Fragasso Group Inc. | 1,678 | $883.5K | 0.07% | +139+9.0% | Added |
| Old Port Advisors | 1,681 | $885.0K | 0.25% | +21+1.3% | Added |
| Advisory Alpha, LLC | 1,683 | $886.5K | 0.03% | +190+12.7% | Added |
| Aberdeen Wealth Management LLC | 1,685 | $887.4K | 0.61% | +7+0.4% | Added |
| H&H Retirement Design & Management INC | 1,592 | $887.6K | 0.54% | −163−9.3% | Reduced |
| Compass Capital Corp | 1,685 | $887.9K | 0.35% | +1,685 | New |
| Lebenthal Global Advisors, LLC | 1,686 | $887.9K | 0.16% | +159+10.4% | Added |
| Miller Financial Services LLC | 1,693 | $891.6K | 0.75% | +1,693 | New |
| Silicon Valley Capital Partners | 1,693 | $891.7K | 0.10% | +1+0.1% | Added |
| Wellington Wealth Strategies, LLC. | 1,578 | $893.6K | 0.82% | −345−17.9% | Reduced |
| Auxano Advisors, LLC | 1,699 | $894.5K | 0.23% | +71+4.4% | Added |
| Detalus Advisors, LLC | 1,699 | $894.5K | 0.29% | −79−4.4% | Reduced |
| SkyOak Wealth, LLC | 1,700 | $895.2K | 0.19% | +300+21.4% | Added |
| Board of the Pension Protection Fund | 1,700 | $895.2K | 1.03% | +1,700 | New |
| Journey Advisory Group, LLC | 2,031 | $896.0K | 0.11% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,703 | $896.7K | 0.17% | 00.0% | Unchanged |
| Clare Market Investments LLC | 1,704 | $897.2K | 0.21% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,705 | $897.8K | 0.23% | −100−5.5% | Reduced |
| Gould Asset Management LLC | 1,705 | $897.8K | 0.19% | +45+2.7% | Added |
| Tarbox Family Office, Inc. | 1,710 | $900.4K | 0.15% | +5+0.3% | Added |
| Werlinich Asset Management, LLC | 1,718 | $902.9K | 0.53% | 00.0% | Unchanged |
| Davies Financial Advisors, Inc. | 1,716 | $903.4K | 0.77% | −293−14.6% | Reduced |
| Moloney Securities Asset Management, LLC | 1,716 | $903.6K | 0.12% | −23−1.3% | Reduced |
| WBI Investments | 1,719 | $905.2K | 0.23% | +1,719 | New |
| Brave Asset Management Inc | 1,722 | $906.8K | 0.29% | −20−1.1% | Reduced |
| Navellier & Associates Inc | 1,728 | $909.9K | 0.11% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 1,728 | $909.9K | 0.25% | +76+4.6% | Added |
| Zhang Financial LLC | 1,730 | $911.1K | 0.05% | +89+5.4% | Added |
| Western Financial Corp | 1,731 | $911.3K | 0.50% | +1,157+201.6% | Added |
| Baldwin Investment Management, LLC | 1,731 | $911.5K | 0.12% | +93+5.7% | Added |
| Traphagen Investment Advisors LLC | 1,732 | $911.8K | 0.09% | −3−0.2% | Reduced |
| Stonebrook Private Inc. | 1,733 | $912.7K | 0.24% | +86+5.2% | Added |
| McLean Asset Management Corp | 1,735 | $913.4K | 0.27% | +58+3.5% | Added |
| Newport Capital Group, LLC | 1,735 | $913.6K | 0.67% | −55−3.1% | Reduced |
| Summa Corp. | 1,736 | $914.1K | 0.45% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,736 | $914.3K | 0.07% | 00.0% | Unchanged |
| Pines Wealth Management, LLC | 1,817 | $917.0K | 0.40% | +1,817 | New |
| Kathmere Capital Management, LLC | 1,749 | $921.0K | 0.08% | +187+12.0% | Added |
| PFC Capital Group, Inc. | 1,750 | $921.0K | 0.45% | 00.0% | Unchanged |
| Taurus Asset Management, LLC | 1,755 | $924.1K | 0.09% | 00.0% | Unchanged |
| Mitchell & Pahl Private Wealth, LLC | 1,763 | $928.4K | 0.43% | −113−6.0% | Reduced |
| 17 Capital Partners, LLC | 1,767 | $930.4K | 0.59% | +35+2.0% | Added |
| Tilia Fiduciary Partners, Inc. | 1,767 | $930.7K | 0.63% | −39−2.2% | Reduced |
| Whalen Wealth Management Inc. | 1,771 | $932.7K | 0.65% | +1,771 | New |
| KLCM Advisors, Inc. | 1,776 | $935.2K | 0.11% | −100−5.3% | Reduced |