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 |
|---|---|---|---|---|---|
| Cahill Wealth Management, LLC | 2,061 | $1.09M | 0.55% | 00.0% | Unchanged |
| Renasant Bank | 2,061 | $1.09M | 0.70% | +175+9.3% | Added |
| Machina Capital S.A.S. | 2,062 | $1.09M | 0.46% | −2,432−54.1% | Reduced |
| Clark Financial Services Group Inc | 2,067 | $1.09M | 0.83% | +15+0.7% | Added |
| Walter & Keenan Financial Consulting Co | 2,079 | $1.10M | 0.33% | +10+0.5% | Added |
| Maren Capital LLC | 2,085 | $1.10M | 0.08% | 00.0% | Unchanged |
| Caas Capital Management LP | 2,100 | $1.11M | 0.91% | 00.0% | Unchanged |
| Knuff & Co LLC | 2,107 | $1.11M | 0.34% | +362+20.7% | Added |
| Argus Investors' Counsel, Inc. | 2,108 | $1.11M | 0.74% | −20−0.9% | Reduced |
| Golden State Equity Partners | 2,109 | $1.11M | 0.21% | −665−24.0% | Reduced |
| First American Bank | 2,110 | $1.11M | 0.08% | +208+10.9% | Added |
| Financial Management Network Inc | 2,137 | $1.11M | 0.23% | −9−0.4% | Reduced |
| Sunbeam Capital Management, LLC | 2,116 | $1.11M | 1.03% | +2,116 | New |
| Ipswich Investment Management Co., Inc. | 2,121 | $1.12M | 0.27% | −90−4.1% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,126 | $1.12M | 0.14% | −68−3.1% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,131 | $1.12M | 0.31% | +10+0.5% | Added |
| Uniting Wealth Partners, LLC | 2,132 | $1.12M | 0.54% | +2,132 | New |
| Sovran Advisors, LLC | 2,211 | $1.13M | 0.16% | +2,211 | New |
| New Capital Management LP | 2,142 | $1.13M | 0.33% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 2,144 | $1.13M | 0.81% | +391+22.3% | Added |
| Atlas Brown,Inc. | 2,154 | $1.13M | 0.39% | +14+0.7% | Added |
| Community Bank, N.A. | 2,160 | $1.14M | 0.15% | −30−1.4% | Reduced |
| MidWestOne Financial Group, Inc. | 2,167 | $1.14M | 0.16% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 2,171 | $1.14M | 0.80% | +402+22.7% | Added |
| Maven Securities LTD | 2,175 | $1.15M | 0.18% | +2,175 | New |
| Cypress Advisory Group LLC | 2,178 | $1.15M | 1.06% | +2,178 | New |
| Waterfront Wealth Inc. | 2,180 | $1.15M | 0.28% | +16+0.7% | Added |
| First Western Trust Bank | 2,186 | $1.15M | 0.05% | +20+0.9% | Added |
| Empirical Asset Management, LLC | 30,890 | $1.15M | 0.38% | +30,890 | New |
| Sandbox Financial Partners, LLC | 2,194 | $1.16M | 0.39% | +9+0.4% | Added |
| Seeds Investor LLC | 2,194 | $1.16M | 0.33% | +167+8.2% | Added |
| SP Asset Management LLC | 2,197 | $1.16M | 0.10% | +3+0.1% | Added |
| Bingham Private Wealth, LLC | 2,199 | $1.16M | 1.23% | +2,199 | New |
| Seascape Capital Management | 2,205 | $1.16M | 0.40% | −103−4.5% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,209 | $1.16M | 1.16% | +247+12.6% | Added |
| Legacy Capital Wealth Partners, LLC | 2,211 | $1.16M | 0.29% | −2,228−50.2% | Reduced |
| ASB Consultores, LLC | 2,215 | $1.17M | 0.49% | −10.0% | Reduced |
| LCNB Corp | 2,217 | $1.17M | 0.43% | +23+1.0% | Added |
| Field & Main Bank | 2,220 | $1.17M | 0.41% | −15−0.7% | Reduced |
| Scissortail Wealth Management, LLC | 2,220 | $1.17M | 0.30% | +2,217+73,900.0% | Added |
| Capital Planning Advisors, LLC | 2,220 | $1.17M | 0.18% | +5+0.2% | Added |
| Chung Wu Investment Group, LLC | 2,220 | $1.17M | 1.18% | +2,220 | New |
| Lee Financial Co | 2,227 | $1.17M | 0.16% | 00.0% | Unchanged |
| Onefund, LLC | 2,229 | $1.17M | 1.13% | +63+2.9% | Added |
| Evanson Asset Management, LLC | 2,229 | $1.17M | 0.08% | −237−9.6% | Reduced |
| Jericho Financial, LLP | 2,234 | $1.18M | 0.85% | +2,234 | New |
| Larson Financial Group LLC | 2,240 | $1.18M | 0.06% | +25+1.1% | Added |
| Perennial Investment Advisors, LLC | 2,239 | $1.18M | 0.14% | −5−0.2% | Reduced |
| KC Investment Advisors, LLC | 2,240 | $1.18M | 0.47% | −31−1.4% | Reduced |
| Richard W. Paul & Associates, LLC | 2,245 | $1.18M | 0.43% | +19+0.9% | Added |
| Syntegra Private Wealth Group, LLC | 2,260 | $1.19M | 0.13% | −38−1.7% | Reduced |
| Reliant Investment Partners, LLC | 2,261 | $1.19M | 1.06% | +2,261 | New |
| Marks Group Wealth Management, Inc | 2,262 | $1.19M | 0.12% | 00.0% | Unchanged |
| PAX Financial Group, LLC | 2,262 | $1.19M | 0.21% | +2+0.1% | Added |
| Advisory Resource Group | 2,263 | $1.19M | 0.25% | −13−0.6% | Reduced |
| Zions Bancorporation, N.A. | 2,266 | $1.19M | 0.08% | −6−0.3% | Reduced |
| Virtus ETF Advisers LLC | 2,268 | $1.19M | 0.49% | +247+12.2% | Added |
| SkyView Investment Advisors, LLC | 2,270 | $1.20M | 0.19% | −2,765−54.9% | Reduced |
| River Street Advisors LLC | 2,271 | $1.20M | 0.61% | +82+3.7% | Added |
| ESG Planning | 2,271 | $1.20M | 0.88% | −332−12.8% | Reduced |
| New Millennium Group LLC | 2,276 | $1.20M | 0.70% | +352+18.3% | Added |
| Stiles Financial Services Inc | 2,280 | $1.20M | 0.43% | −252−10.0% | Reduced |
| Altfest L J & Co Inc | 2,283 | $1.20M | 0.15% | +5+0.2% | Added |
| Guardian Wealth Advisors, LLC | 2,283 | $1.20M | 0.10% | +396+21.0% | Added |
| Ambassador Advisors, LLC | 2,290 | $1.21M | 0.21% | +55+2.5% | Added |
| Family Legacy, Inc. | 2,335 | $1.21M | 0.41% | +48+2.1% | Added |
| Wealth Alliance Advisory Group, LLC | 2,298 | $1.21M | 0.26% | −37−1.6% | Reduced |
| Northern Financial Advisors Inc | 2,307 | $1.21M | 0.97% | −230−9.1% | Reduced |
| Mendel Money Management | 2,309 | $1.22M | 0.54% | +7+0.3% | Added |
| MOKAN Wealth Management Inc. | 2,312 | $1.22M | 0.77% | +2,312 | New |
| BSW Wealth Partners | 2,315 | $1.22M | 0.18% | +246+11.9% | Added |
| Permit Capital, LLC | 2,320 | $1.22M | 0.42% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 2,320 | $1.22M | 0.43% | +2,320 | New |
| FRG Family Wealth Advisors LLC | 2,324 | $1.22M | 0.22% | −4−0.2% | Reduced |
| Cantor Fitzgerald Investment Adviser L.P. | 2,325 | $1.22M | 0.08% | −350−13.1% | Reduced |
| Hartford Funds Management Co LLC | 2,325 | $1.22M | 0.11% | +189+8.8% | Added |
| Florida Financial Advisors, LLC | 2,326 | $1.22M | 0.55% | +157+7.2% | Added |
| Oakworth Capital, Inc. | 2,327 | $1.23M | 0.08% | +124+5.6% | Added |
| Collective Family Office LLC | 2,332 | $1.23M | 0.34% | −45−1.9% | Reduced |
| Absher Wealth Management, LLC | 2,336 | $1.23M | 0.16% | +12+0.5% | Added |
| LRI Investments, LLC | 2,343 | $1.23M | 0.12% | +31+1.3% | Added |
| Callan Capital, LLC | 2,343 | $1.23M | 0.09% | +7+0.3% | Added |
| Whitener Capital Management, Inc. | 2,350 | $1.24M | 0.35% | −1,000−29.9% | Reduced |
| Schnieders Capital Management LLC | 2,353 | $1.24M | 0.25% | 00.0% | Unchanged |
| Sheets Smith Wealth Management | 2,353 | $1.24M | 0.15% | −150−6.0% | Reduced |
| Badgley Phelps Wealth Managers, LLC | 2,354 | $1.24M | 0.03% | +410+21.1% | Added |
| IMS Capital Management | 2,354 | $1.24M | 0.57% | +25+1.1% | Added |
| Catalyst Capital Advisors LLC | 2,357 | $1.24M | 0.03% | +883+59.9% | Added |
| EPG Wealth Management LLC | 2,362 | $1.24M | 0.33% | −368−13.5% | Reduced |
| Client 1st Advisory Group, LLC | 2,362 | $1.24M | 0.48% | −54−2.2% | Reduced |
| Hara Capital LLC | 2,366 | $1.25M | 0.79% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 2,368 | $1.25M | 0.16% | +32+1.4% | Added |
| Richardson Financial Services Inc. | 2,375 | $1.25M | 0.88% | −66−2.7% | Reduced |
| Cascade Financial Partners, LLC | 2,376 | $1.25M | 0.16% | +20+0.8% | Added |
| Provident Trust Co | 2,380 | $1.25M | 0.02% | 00.0% | Unchanged |
| Carr Financial Group Corp | 2,385 | $1.26M | 0.39% | +36+1.5% | Added |
| Howard Financial Services, Ltd. | 2,391 | $1.26M | 0.17% | +50+2.1% | Added |
| Bridger Management, LLC | 2,400 | $1.26M | 0.68% | +2,400 | New |
| Connecticut Wealth Management, LLC | 2,425 | $1.28M | 0.06% | +439+22.1% | Added |
| Oxford Wealth Group, LLC | 2,426 | $1.28M | 0.83% | +5+0.2% | Added |