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 |
|---|---|---|---|---|---|
| One Wealth Capital Management, LLC | 2,427 | $1.28M | 0.65% | +2,427 | New |
| Vista Wealth Management Group, LLC | 2,429 | $1.28M | 0.08% | +298+14.0% | Added |
| Lifestyle Asset Management, Inc. | 2,430 | $1.28M | 0.70% | +45+1.9% | Added |
| Nilsine Partners, LLC | 2,430 | $1.28M | 0.14% | +4+0.2% | Added |
| Rossby Financial, LCC | 2,435 | $1.28M | 0.81% | +2,435 | New |
| McGowan Group Asset Management, Inc. | 2,443 | $1.29M | 0.17% | −7−0.3% | Reduced |
| Spirit of America Management Corp | 2,450 | $1.29M | 0.26% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,458 | $1.29M | 0.00% | −105−4.1% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,467 | $1.30M | 0.19% | −489−16.5% | Reduced |
| Legal Advantage Investments, Inc. | 2,471 | $1.30M | 0.69% | +71+3.0% | Added |
| HMV Wealth Advisors, LLC | 2,471 | $1.30M | 1.30% | +2,471 | New |
| Aveo Capital Partners, LLC | 2,473 | $1.30M | 0.14% | +1,197+93.8% | Added |
| Accretive Wealth Partners, LLC | 2,478 | $1.30M | 0.55% | −12−0.5% | Reduced |
| Northcape Wealth Management, LLC | 2,478 | $1.30M | 0.42% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,478 | $1.30M | 0.26% | −1,123−31.2% | Reduced |
| Cromwell Holdings LLC | 2,481 | $1.31M | 0.75% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,482 | $1.31M | 0.53% | +10.0% | Added |
| Morris Retirement Advisors, LLC | 2,482 | $1.31M | 0.69% | +181+7.9% | Added |
| Nottingham Advisors, Inc. | 2,490 | $1.31M | 0.17% | −10,862−81.4% | Reduced |
| Simplicity Wealth,LLC | 2,492 | $1.31M | 0.27% | −2,798−52.9% | Reduced |
| Childress Capital Advisors, LLC | 2,498 | $1.32M | 0.37% | +77+3.2% | Added |
| Clifford Swan Investment Counsel LLC | 2,501 | $1.32M | 0.05% | −5−0.2% | Reduced |
| Park Place Capital Corp | 2,503 | $1.32M | 0.37% | +190+8.2% | Added |
| Gries Financial LLC | 2,505 | $1.32M | 0.23% | +33+1.3% | Added |
| Twin Capital Management Inc | 2,506 | $1.32M | 0.14% | −73−2.8% | Reduced |
| Gratus Wealth Advisors, LLC | 2,512 | $1.32M | 0.21% | −29−1.1% | Reduced |
| Providence Wealth Advisors, LLC | 2,578 | $1.33M | 1.00% | −110−4.1% | Reduced |
| Buckley Wealth Management, LLC | 2,520 | $1.33M | 0.41% | +5+0.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 2,521 | $1.33M | 0.61% | −65−2.5% | Reduced |
| Wallace Capital Management Inc. | 2,528 | $1.33M | 0.18% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 2,534 | $1.33M | 0.48% | −150−5.6% | Reduced |
| MONECO Advisors, LLC | 2,537 | $1.34M | 0.14% | +844+49.9% | Added |
| BCJ Capital Management, LLC | 2,539 | $1.34M | 0.10% | +477+23.1% | Added |
| First National Bank of Hutchinson | 2,561 | $1.35M | 0.82% | +105+4.3% | Added |
| Drive Wealth Management, LLC | 2,563 | $1.35M | 0.33% | +32+1.3% | Added |
| Cercano Management LLC | 2,574 | $1.36M | 0.03% | −35,163−93.2% | Reduced |
| Seven Mile Advisory | 2,581 | $1.36M | 0.87% | +208+8.8% | Added |
| Indiana Trust & Investment Management CO | 2,589 | $1.36M | 0.46% | +570+28.2% | Added |
| Prestige Wealth Management Group LLC | 2,590 | $1.36M | 0.28% | +209+8.8% | Added |
| Cim Investment Mangement Inc | 2,592 | $1.36M | 0.40% | −35−1.3% | Reduced |
| James J. Burns & Company, LLC | 2,597 | $1.37M | 0.24% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,599 | $1.37M | 0.50% | +85+3.4% | Added |
| Northstar Financial Companies, Inc. | 2,599 | $1.37M | 1.30% | +2,599 | New |
| Catalyst Funds Management Pty Ltd | 2,600 | $1.37M | 0.34% | +2,000+333.3% | Added |
| Dohj, LLC | 2,603 | $1.37M | 0.32% | +50+2.0% | Added |
| Beaumont Asset Management, L.L.C. | 2,607 | $1.37M | 0.79% | −50−1.9% | Reduced |
| CoreCap Advisors, LLC | 2,622 | $1.38M | 0.06% | +344+15.1% | Added |
| Delta Investment Management, LLC | 2,629 | $1.38M | 0.27% | −324−11.0% | Reduced |
| Amarillo National Bank | 2,632 | $1.39M | 0.25% | 00.0% | Unchanged |
| New Century Financial Group, LLC | 2,668 | $1.39M | 0.59% | −266−9.1% | Reduced |
| KG&L Capital Management,LLC | 2,645 | $1.39M | 0.45% | −130−4.7% | Reduced |
| Castleview Partners, LLC | 2,670 | $1.39M | 0.75% | −173−6.1% | Reduced |
| Ethos Financial Group, LLC | 2,656 | $1.40M | 0.18% | −32−1.2% | Reduced |
| Generali Investments, Management Co LLC | 2,658 | $1.40M | 0.36% | +2,658 | New |
| Pine Valley Investments Ltd Liability Co | 2,669 | $1.41M | 0.09% | +249+10.3% | Added |
| Sand Hill Global Advisors, LLC | 2,676 | $1.41M | 0.06% | −6−0.2% | Reduced |
| Doliver Advisors, LP | 2,676 | $1.41M | 0.39% | 00.0% | Unchanged |
| Evergreen Wealth Solutions, LLC | 2,677 | $1.41M | 0.98% | +168+6.7% | Added |
| Paladin Advisory Group, LLC | 2,679 | $1.41M | 1.08% | 00.0% | Unchanged |
| Clarendon Private LLC | 2,679 | $1.41M | 1.48% | +2,679 | New |
| Cary Street Partner Investment Advisory LLC | 2,679 | $1.41M | 0.93% | −6,622−71.2% | Reduced |
| Plancorp, LLC | 2,685 | $1.41M | 0.06% | −69−2.5% | Reduced |
| Stablepoint Partners, LLC | 2,689 | $1.42M | 0.26% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,690 | $1.42M | 0.81% | −20−0.7% | Reduced |
| SevenBridge Financial Group, LLC | 2,513 | $1.42M | 0.27% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 2,585 | $1.42M | 1.40% | −669−20.6% | Reduced |
| Fielder Capital Group LLC | 2,701 | $1.42M | 0.44% | 00.0% | Unchanged |
| Tyler-Stone Wealth Management | 2,704 | $1.42M | 0.25% | −906−25.1% | Reduced |
| BNC Wealth Management, LLC | 2,716 | $1.43M | 0.47% | −19−0.7% | Reduced |
| Chesapeake Wealth Management | 2,717 | $1.43M | 0.49% | −56−2.0% | Reduced |
| Asset Planning,Inc | 2,723 | $1.43M | 1.09% | +2,723 | New |
| Quadcap Wealth Management, LLC | 2,726 | $1.44M | 0.21% | +30+1.1% | Added |
| Robertson Stephens Wealth Management, LLC | 2,728 | $1.44M | 0.05% | −1,473−35.1% | Reduced |
| FFT Wealth Management LLC | 2,733 | $1.44M | 0.11% | +81+3.1% | Added |
| Challenger Wealth Management | 2,734 | $1.44M | 1.24% | +2,734 | New |
| GM Advisory Group, Inc. | 2,735 | $1.44M | 0.08% | +4+0.1% | Added |
| Winthrop Advisory Group LLC | 2,740 | $1.44M | 0.17% | +272+11.0% | Added |
| Alta Advisers Ltd | 2,742 | $1.44M | 0.91% | +442+19.2% | Added |
| KRS Capital Management, LLC | 2,755 | $1.45M | 1.03% | +26+1.0% | Added |
| Excalibur Management Corp | 2,757 | $1.45M | 0.58% | −96−3.4% | Reduced |
| Mattson Financial Services, LLC | 2,941 | $1.45M | 0.46% | +509+20.9% | Added |
| D.B. Root & Company, LLC | 2,763 | $1.45M | 0.46% | +78+2.9% | Added |
| GWN Securities Inc. | 2,733 | $1.46M | 0.39% | +2,733 | New |
| Intellectus Partners, LLC | 2,769 | $1.46M | 0.32% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 2,771 | $1.46M | 0.03% | +2,771 | New |
| Red Wave Investments LLC | 2,772 | $1.46M | 0.51% | 00.0% | Unchanged |
| Berkshire Bank | 2,784 | $1.47M | 0.34% | +988+55.0% | Added |
| Katamaran Capital LLP | 2,784 | $1.47M | 1.96% | +2,784 | New |
| Darden Wealth Group Inc | 2,785 | $1.47M | 0.99% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 2,788 | $1.47M | 0.12% | −241−8.0% | Reduced |
| Affinity Capital Advisors, LLC | 2,871 | $1.47M | 0.28% | +40+1.4% | Added |
| Caldwell Investment Management Ltd. | 2,800 | $1.47M | 0.99% | 00.0% | Unchanged |
| Rothschild Investment LLC | 2,793 | $1.47M | 0.10% | +44+1.6% | Added |
| Guerra Advisors Inc | 2,795 | $1.47M | 0.82% | +2,795 | New |
| 4J Wealth Management LLC | 2,799 | $1.47M | 1.19% | −97−3.3% | Reduced |
| Gilbert & Cook, Inc. | 2,801 | $1.47M | 0.21% | −15−0.5% | Reduced |
| Roberts Capital Advisors, LLC | 2,801 | $1.47M | 1.23% | 00.0% | Unchanged |
| Culbertson A N & Co Inc | 2,820 | $1.48M | 0.24% | −10−0.4% | Reduced |
| Prentice Wealth Management LLC | 2,823 | $1.49M | 0.43% | +56+2.0% | Added |
| OneAscent Financial Services LLC | 2,824 | $1.49M | 0.13% | +754+36.4% | Added |