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 |
|---|---|---|---|---|---|
| SeaCrest Wealth Management, LLC | 2,829 | $1.49M | 0.16% | −2−0.1% | Reduced |
| Johnson Financial Group, Inc. | 2,692 | $1.50M | 0.07% | −312−10.4% | Reduced |
| SC&H Financial Advisors, Inc. | 2,849 | $1.50M | 0.31% | 00.0% | Unchanged |
| Harbert Fund Advisors, Inc. | 2,850 | $1.50M | 1.30% | −1,700−37.4% | Reduced |
| Kovack Advisors, Inc. | 2,853 | $1.50M | 0.15% | +304+11.9% | Added |
| Meridian Wealth Advisors, LLC | 2,878 | $1.52M | 0.25% | +10.0% | Added |
| Forbes J M & Co LLP | 2,880 | $1.52M | 0.15% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,881 | $1.52M | 0.13% | −31−1.1% | Reduced |
| DGS Capital Management, LLC | 2,893 | $1.52M | 0.38% | +20+0.7% | Added |
| Biltmore Family Office, LLC | 2,894 | $1.52M | 0.26% | 00.0% | Unchanged |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,891 | $1.52M | 0.31% | +676+30.5% | Added |
| Regatta Capital Group, LLC | 2,900 | $1.53M | 0.30% | +33+1.2% | Added |
| American National Bank | 2,904 | $1.53M | 0.17% | −10−0.3% | Reduced |
| Burns Matteson Capital Management, LLC | 2,916 | $1.54M | 0.86% | −182−5.9% | Reduced |
| Edgestream Partners, L.P. | 2,924 | $1.54M | 0.07% | +2,924 | New |
| Aft, Forsyth & Sober, LLC | 2,925 | $1.54M | 0.50% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 2,925 | $1.54M | 0.63% | +2,925 | New |
| Main Street Financial Solutions, LLC | 2,934 | $1.55M | 0.15% | −443−13.1% | Reduced |
| Private Capital Management, LLC | 2,940 | $1.55M | 0.17% | 00.0% | Unchanged |
| United Community Bank | 2,943 | $1.55M | 0.60% | −45−1.5% | Reduced |
| Onyx Bridge Wealth Group LLC | 2,943 | $1.55M | 0.22% | +8+0.3% | Added |
| Aviso Wealth Management | 2,944 | $1.55M | 0.79% | +559+23.4% | Added |
| West Family Investments, Inc. | 2,949 | $1.55M | 0.54% | −23−0.8% | Reduced |
| Aprio Wealth Management, LLC | 2,952 | $1.55M | 0.23% | +410+16.1% | Added |
| Interchange Capital Partners, LLC | 2,954 | $1.55M | 0.56% | −221−7.0% | Reduced |
| Proficio Capital Partners LLC | 2,954 | $1.56M | 0.13% | +1,006+51.6% | Added |
| TFC Financial Management | 2,956 | $1.56M | 0.25% | −36−1.2% | Reduced |
| Walleye Capital LLC | 2,959 | $1.56M | 0.01% | −50,378−94.5% | Reduced |
| Heritage Trust Co | 2,960 | $1.56M | 0.18% | +2,960 | New |
| Pacific Point Advisors, LLC | 2,789 | $1.56M | 0.95% | +2,789 | New |
| Acropolis Investment Management, LLC | 2,965 | $1.56M | 0.09% | −68−2.2% | Reduced |
| Professional Financial Advisors, LLC | 2,966 | $1.56M | 0.40% | +64+2.2% | Added |
| Twin City Private Wealth, LLC | 2,968 | $1.56M | 1.38% | +103+3.6% | Added |
| Hilltop National Bank | 2,978 | $1.57M | 0.47% | +115+4.0% | Added |
| VisionPoint Advisory Group, LLC | 3,007 | $1.57M | 0.54% | −52−1.7% | Reduced |
| Beaumont Financial Advisors, LLC | 2,984 | $1.57M | 0.12% | +98+3.4% | Added |
| Brandywine Oak Private Wealth LLC | 2,984 | $1.57M | 0.15% | +40+1.4% | Added |
| Cross Staff Investments Inc | 2,988 | $1.57M | 1.18% | +2+0.1% | Added |
| Trust Investment Advisors | 2,996 | $1.58M | 1.01% | −130−4.2% | Reduced |
| Hennessy Advisors Inc | 3,000 | $1.58M | 0.05% | +3,000 | New |
| Davis R M Inc | 3,001 | $1.58M | 0.03% | −237−7.3% | Reduced |
| Private Capital Management LLC | 3,007 | $1.58M | 0.32% | −30−1.0% | Reduced |
| Redwood Investments, LLC | 3,009 | $1.58M | 0.42% | −66−2.1% | Reduced |
| Cove Private Wealth, LLC | 3,009 | $1.58M | 0.95% | +3,009 | New |
| Oliver Lagore Vanvalin Investment Group | 3,009 | $1.58M | 0.41% | −72−2.3% | Reduced |
| Impact Investors, Inc | 3,021 | $1.59M | 1.23% | +3,021 | New |
| Intelligence Driven Advisers, LLC | 3,021 | $1.59M | 0.30% | −20−0.7% | Reduced |
| First National Trust Co | 3,026 | $1.59M | 0.06% | −127−4.0% | Reduced |
| Ocean Capital Management, LLC | 3,030 | $1.60M | 0.35% | −19−0.6% | Reduced |
| Pacifica Partners Inc. | 3,060 | $1.60M | 0.69% | −8−0.3% | Reduced |
| Community Bank & Trust, Waco, Texas | 3,035 | $1.60M | 0.37% | −73−2.3% | Reduced |
| Aspiriant, LLC | 3,045 | $1.60M | 0.06% | +160+5.5% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,050 | $1.61M | 0.24% | −6−0.2% | Reduced |
| LM Advisors LLC | 3,053 | $1.61M | 0.29% | −1,797−37.1% | Reduced |
| Aspen Grove Capital, LLC | 3,061 | $1.61M | 0.34% | −15−0.5% | Reduced |
| Flow Traders U.S. LLC | 3,062 | $1.61M | 0.06% | +3,062 | New |
| Corundum Group, Inc. | 3,062 | $1.61M | 0.60% | +1,536+100.7% | Added |
| Brown Miller Wealth Management, LLC | 3,064 | $1.61M | 0.62% | +144+4.9% | Added |
| Zuckerman Investment Group, LLC | 2,883 | $1.63M | 0.16% | +274+10.5% | Added |
| Legato Capital Management LLC | 3,088 | $1.63M | 0.21% | −3,476−53.0% | Reduced |
| Advisor OS, LLC | 3,099 | $1.63M | 0.19% | +394+14.6% | Added |
| Ratan Capital Management LP | 3,100 | $1.63M | 0.25% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 3,115 | $1.64M | 0.53% | −72−2.3% | Reduced |
| Orrstown Financial Services Inc | 3,120 | $1.64M | 0.44% | +40+1.3% | Added |
| Retirement Guys Formula LLC | 3,124 | $1.65M | 0.83% | +26+0.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,127 | $1.65M | 0.22% | +164+5.5% | Added |
| SS&H Financial Advisors, Inc. | 3,129 | $1.65M | 0.60% | +54+1.8% | Added |
| Capital Investment Advisory Services, LLC | 3,135 | $1.65M | 0.16% | +19+0.6% | Added |
| Buckhead Capital Management LLC | 3,140 | $1.65M | 0.53% | +20+0.6% | Added |
| L2 Asset Management, LLC | 3,163 | $1.67M | 0.36% | −125−3.8% | Reduced |
| Koa Wealth Management, LLC | 3,176 | $1.67M | 1.37% | −101−3.1% | Reduced |
| Elevated Capital Advisors, LLC | 3,183 | $1.68M | 0.46% | +210+7.1% | Added |
| Commonwealth Retirement Investments LLC | 3,193 | $1.68M | 0.69% | +54+1.7% | Added |
| PFG Advisors | 3,194 | $1.68M | 0.10% | −77−2.4% | Reduced |
| Ellevest, Inc. | 3,210 | $1.69M | 0.10% | −49−1.5% | Reduced |
| Riverpark Capital Management LLC | 3,225 | $1.70M | 2.97% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 3,227 | $1.70M | 0.88% | −174−5.1% | Reduced |
| Semus Wealth Partners LLC | 3,230 | $1.70M | 1.13% | +155+5.0% | Added |
| Platform Technology Partners | 3,234 | $1.70M | 0.52% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 3,244 | $1.71M | 0.13% | −13,046−80.1% | Reduced |
| Everpar Advisors LLC | 3,244 | $1.71M | 0.86% | +22+0.7% | Added |
| First National Bank Sioux Falls | 3,253 | $1.71M | 0.73% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 3,255 | $1.71M | 0.45% | +26+0.8% | Added |
| Corps Capital Advisors, LLC | 3,264 | $1.72M | 1.74% | +3,264 | New |
| Catalyst Financial Partners LLC | 3,268 | $1.72M | 0.32% | +95+3.0% | Added |
| Edge Capital Group, LLC | 70 | $1.74M | 0.08% | −3,233−97.9% | Reduced |
| Boston Common Asset Management, LLC | 3,298 | $1.74M | 0.05% | −42−1.3% | Reduced |
| Aua Capital Management, LLC | 3,301 | $1.74M | 1.12% | −728−18.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,306 | $1.74M | 0.45% | −98−2.9% | Reduced |
| Strategic Blueprint, LLC | 3,322 | $1.75M | 0.10% | −251−7.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,331 | $1.75M | 0.95% | −284−7.9% | Reduced |
| WBH Advisory Inc | 3,337 | $1.76M | 0.16% | −125−3.6% | Reduced |
| Prelude Capital Management, LLC | 3,340 | $1.76M | 0.15% | +2,586+343.0% | Added |
| Omnia Family Wealth, LLC | 3,351 | $1.76M | 0.73% | +17+0.5% | Added |
| Bray Capital Advisors | 3,353 | $1.77M | 0.48% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 3,356 | $1.77M | 1.67% | −292−8.0% | Reduced |
| Hamilton Capital, LLC | 3,362 | $1.77M | 0.13% | +76+2.3% | Added |
| Newman Dignan & Sheerar, Inc. | 3,394 | $1.79M | 0.46% | −28−0.8% | Reduced |
| RDA Financial Network | 3,396 | $1.79M | 0.52% | +445+15.1% | Added |
| Caxton Associates LP | 3,397 | $1.79M | 0.06% | +2,632+344.1% | Added |