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 |
|---|---|---|---|---|---|
| Crowley Wealth Management, Inc. | 1,780 | $937.5K | 0.83% | +1,780 | New |
| Wealth Dimensions Group, Ltd. | 1,782 | $938.2K | 0.23% | +753+73.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,784 | $939.2K | 0.21% | −39−2.1% | Reduced |
| Strategic Financial Services, Inc, | 1,784 | $939.4K | 0.06% | −10−0.6% | Reduced |
| Brandywine Managers, LLC | 1,785 | $939.9K | 0.99% | 00.0% | Unchanged |
| Mission Creek Capital Partners, Inc. | 1,787 | $941.0K | 0.21% | −78−4.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,788 | $941.3K | 0.08% | 00.0% | Unchanged |
| Private Portfolio Partners LLC | 1,794 | $944.9K | 0.17% | +20+1.1% | Added |
| CAP Partners, LLC | 1,796 | $945.9K | 0.67% | +10+0.6% | Added |
| Regent Peak Wealth Advisors LLC | 1,796 | $946.0K | 0.21% | +41+2.3% | Added |
| Augustine Asset Management Inc | 1,797 | $946.2K | 0.25% | +19+1.1% | Added |
| Manhattan West Asset Management, LLC | 1,799 | $947.3K | 0.26% | +157+9.6% | Added |
| Paradigm Asset Management Co LLC | 1,799 | $947.3K | 0.26% | +300+20.0% | Added |
| Regal Investment Advisors LLC | 1,801 | $948.3K | 0.07% | −169−8.6% | Reduced |
| Byrne Asset Management LLC | 1,804 | $949.9K | 0.68% | +1+0.1% | Added |
| E&G Advisors, LP | 1,805 | $950.5K | 0.26% | −100−5.2% | Reduced |
| Birch Financial Group, LLC | 1,809 | $952.4K | 1.07% | +1,809 | New |
| NWF Advisory Services Inc. | 1,810 | $953.0K | 0.14% | +457+33.8% | Added |
| Kraft, Davis & Associates, LLC | 1,693 | $953.6K | 0.27% | −1−0.1% | Reduced |
| Radnor Capital Management, LLC | 1,812 | $954.0K | 0.16% | −650−26.4% | Reduced |
| ClearAlpha Technologies LP | 1,813 | $954.7K | 0.82% | +1,813 | New |
| Werba Rubin Papier Wealth Management | 1,816 | $956.4K | 0.23% | −27−1.5% | Reduced |
| Green Harvest Asset Management LLC | 1,822 | $959.4K | 0.02% | +103+6.0% | Added |
| Sivia Capital Partners, LLC | 1,828 | $962.6K | 0.48% | −33−1.8% | Reduced |
| First Commonwealth Financial Corp | 1,829 | $963.1K | 0.23% | +61+3.5% | Added |
| Kolinsky Wealth Management, LLC | 1,830 | $963.5K | 0.59% | −4−0.2% | Reduced |
| Valley Brook Capital Group | 1,830 | $963.6K | 0.72% | 00.0% | Unchanged |
| IMA Wealth, Inc. | 1,830 | $963.6K | 0.12% | +31+1.7% | Added |
| Disciplined Equity Management, Inc. | 1,830 | $963.6K | 0.62% | 00.0% | Unchanged |
| Means Investment Co., Inc. | 1,834 | $965.6K | 0.10% | +187+11.4% | Added |
| MainStreet Investment Advisors LLC | 1,837 | $967.3K | 0.14% | −30−1.6% | Reduced |
| Modern Wealth Management, LLC | 1,837 | $967.3K | 0.04% | +616+50.5% | Added |
| Van Den Berg Management I, Inc | 1,838 | $967.8K | 0.28% | −5−0.3% | Reduced |
| St Germain D J Co Inc | 1,838 | $967.8K | 0.04% | +4+0.2% | Added |
| Peoples Bank | 1,843 | $970.4K | 0.67% | −20−1.1% | Reduced |
| Strive Asset Management, LLC | 1,847 | $972.6K | 0.73% | +1,847 | New |
| Silver Oak Securities, Inc | 1,860 | $977.3K | 0.09% | −178−8.7% | Reduced |
| Solstein Capital, LLC | 1,859 | $978.9K | 0.55% | 00.0% | Unchanged |
| Cadinha & Co LLC | 1,861 | $979.9K | 0.16% | −34−1.8% | Reduced |
| Baker Avenue Asset Management, LP | 1,861 | $980.2K | 0.03% | +78+4.4% | Added |
| Blalock Williams, LLC | 1,862 | $980.5K | 1.14% | +1,862 | New |
| Landing Point Financial Group, LLC | 1,738 | $981.5K | 0.75% | +1,738 | New |
| Sax Wealth Advisors, LLC | 1,864 | $981.7K | 0.08% | +787+73.1% | Added |
| Mosaic Family Wealth Partners, LLC | 1,867 | $983.1K | 0.14% | −297−13.7% | Reduced |
| Washington Trust Co | 1,870 | $984.7K | 0.04% | 00.0% | Unchanged |
| Napa Wealth Management | 1,870 | $984.7K | 0.43% | +1,870 | New |
| Money Concepts Capital Corp | 1,874 | $986.8K | 0.07% | +40+2.2% | Added |
| Essex LLC | 1,880 | $990.2K | 0.21% | −20−1.1% | Reduced |
| Old North State Trust, LLC | 1,884 | $992.0K | 0.63% | +166+9.7% | Added |
| Lazari Capital Management, Inc. | 1,884 | $992.1K | 0.40% | +20+1.1% | Added |
| Johnson & White Wealth Management, LLC | 1,908 | $997.0K | 0.60% | 00.0% | Unchanged |
| Avidian Wealth Solutions, LLC | 1,894 | $997.5K | 0.04% | +177+10.3% | Added |
| Strategic Investment Advisors | 1,902 | $1.00M | 0.11% | −6−0.3% | Reduced |
| RD Lewis Holdings, Inc. | 1,780 | $1.00M | 1.10% | +1,780 | New |
| Riverbend Wealth Management, LLC | 1,895 | $1.00M | 0.89% | +1,895 | New |
| DDFG, Inc | 1,907 | $1.00M | 0.29% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 1,780 | $1.01M | 0.08% | +61+3.5% | Added |
| Runnymede Capital Advisors, Inc. | 1,915 | $1.01M | 0.88% | +1,915 | New |
| Dorchester Wealth Management Co | 1,928 | $1.02M | 0.20% | +783+68.4% | Added |
| Financial Engines Advisors L.L.C. | 1,929 | $1.02M | 0.00% | +144+8.1% | Added |
| Triad Wealth Partners, LLC | 1,932 | $1.02M | 0.37% | +1,932 | New |
| Madison Asset Management, LLC | 1,934 | $1.02M | 0.01% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 1,934 | $1.02M | 0.01% | +1,934 | New |
| Waterloo Capital, L.P. | 1,939 | $1.02M | 0.11% | +131+7.2% | Added |
| Monument Capital Management | 1,941 | $1.02M | 0.28% | +110+6.0% | Added |
| Banque Transatlantique SA | 1,944 | $1.02M | 0.03% | +1,944 | New |
| XTX Topco Ltd | 1,949 | $1.03M | 0.09% | −2,144−52.4% | Reduced |
| Bigelow Investment Advisors, LLC | 1,950 | $1.03M | 0.48% | +6+0.3% | Added |
| Texas Capital Bancshares Inc | 1,953 | $1.03M | 0.41% | +1+0.1% | Added |
| Forza Wealth Management, LLC | 1,964 | $1.03M | 0.47% | +19+1.0% | Added |
| Steinberg Asset Management LLC | 1,966 | $1.04M | 0.76% | −930−32.1% | Reduced |
| Howard Wealth Management, LLC | 1,971 | $1.04M | 0.56% | −5−0.3% | Reduced |
| Jacobsen Capital Management | 1,974 | $1.04M | 0.44% | +2+0.1% | Added |
| West Oak Capital, LLC | 1,975 | $1.04M | 0.37% | 00.0% | Unchanged |
| Chancellor Financial Group WB LP | 1,977 | $1.04M | 0.84% | +1,977 | New |
| First Heartland Consultants, Inc. | 1,978 | $1.04M | 0.11% | −24−1.2% | Reduced |
| Nebula Research & Development LLC | 1,978 | $1.04M | 0.12% | −1,609−44.9% | Reduced |
| Wincap Financial LLC | 1,979 | $1.04M | 1.06% | +1,979 | New |
| AssuredPartners Investment Advisors, LLC | 1,984 | $1.04M | 0.20% | +1,984 | New |
| Burr Financial Services, LLC | 1,989 | $1.05M | 0.71% | −60−2.9% | Reduced |
| Enhancing Capital LLC | 1,990 | $1.05M | 0.84% | +1,990 | New |
| Hickory Asset Management, Inc. | 2,000 | $1.05M | 0.89% | +2,000 | New |
| Van Strum & Towne Inc. | 2,000 | $1.05M | 0.37% | 00.0% | Unchanged |
| MWA Asset Management | 2,003 | $1.05M | 0.70% | +23+1.2% | Added |
| Canal Capital Management, LLC | 2,007 | $1.06M | 0.17% | +13+0.7% | Added |
| Crawford Investment Counsel Inc | 2,015 | $1.06M | 0.02% | +71+3.7% | Added |
| Abound Financial, LLC | 2,016 | $1.06M | 0.54% | +2,016 | New |
| Cassia Capital Partners, LLC | 2,017 | $1.06M | 0.68% | +462+29.7% | Added |
| Naples Global Advisors, LLC | 2,019 | $1.06M | 0.10% | +21+1.1% | Added |
| Womack Financial LLC | 2,020 | $1.06M | 0.94% | +2,020 | New |
| Atwater Malick LLC | 2,028 | $1.07M | 0.36% | 00.0% | Unchanged |
| Terry L. Blaker | 2,032 | $1.07M | 0.04% | −55−2.6% | Reduced |
| Milestones Administradora de Recursos Ltda. | 2,035 | $1.07M | 0.54% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,039 | $1.07M | 0.08% | −14−0.7% | Reduced |
| Wealth Management Associates, Inc. | 2,049 | $1.08M | 0.46% | 00.0% | Unchanged |
| Alpha Family Trust | 2,050 | $1.08M | 0.61% | 00.0% | Unchanged |
| Hemington Wealth Management | 2,051 | $1.08M | 0.27% | +52+2.6% | Added |
| Empire Financial Management Company, LLC | 2,052 | $1.08M | 0.34% | −481−19.0% | Reduced |
| Boltwood Capital Management | 2,055 | $1.08M | 0.33% | +20+1.0% | Added |
| MJP Associates Inc | 2,056 | $1.08M | 0.19% | +125+6.5% | Added |