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 |
|---|---|---|---|---|---|
| Absoluto Partners Gestao de Recursos Ltda | 3,407 | $1.79M | 2.05% | −310−8.3% | Reduced |
| Harrington Investments, INC | 3,411 | $1.80M | 0.99% | +186+5.8% | Added |
| Clear Creek Financial Management, LLC | 3,416 | $1.80M | 0.19% | +1,911+127.0% | Added |
| Union Savings Bank | 3,416 | $1.80M | 0.88% | −121−3.4% | Reduced |
| Kingstone Capital Partners Texas, LLC | 3,416 | $1.80M | 1.46% | +3,416 | New |
| Sentry Investment Management LLC | 3,428 | $1.80M | 0.86% | −558−14.0% | Reduced |
| Bridgefront Capital, LLC | 3,428 | $1.81M | 0.61% | −2,733−44.4% | Reduced |
| Revolve Wealth Partners, LLC | 3,443 | $1.81M | 0.27% | −643−15.7% | Reduced |
| ICONIQ Capital, LLC | 3,467 | $1.83M | 0.03% | +1,546+80.5% | Added |
| Wallace Advisory Group, LLC | 3,698 | $1.83M | 1.26% | −8−0.2% | Reduced |
| Synergy Financial Group, LTD | 3,473 | $1.83M | 1.52% | −210−5.7% | Reduced |
| Two Sigma Securities, LLC | 3,488 | $1.84M | 0.33% | +2,292+191.6% | Added |
| CVFG LLC | 3,497 | $1.84M | 1.68% | +3,497 | New |
| Algert Global LLC | 3,498 | $1.84M | 0.04% | +379+12.2% | Added |
| Monetta Financial Services Inc | 3,500 | $1.84M | 1.48% | 00.0% | Unchanged |
| Cahill Financial Advisors Inc | 3,502 | $1.84M | 0.25% | +272+8.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,509 | $1.85M | 0.28% | −1,708−32.7% | Reduced |
| Great Valley Advisor Group, Inc. | 3,530 | $1.86M | 0.04% | +552+18.5% | Added |
| Fortis Group Advisors, LLC | 3,543 | $1.87M | 0.35% | −112−3.1% | Reduced |
| Cape Investment Advisory, Inc. | 3,544 | $1.87M | 0.73% | +28+0.8% | Added |
| Catalina Capital Group, LLC | 3,546 | $1.87M | 0.61% | +176+5.2% | Added |
| Clark Capital Management Group, Inc. | 3,552 | $1.87M | 0.01% | +385+12.2% | Added |
| Independent Solutions Wealth Management, LLC | 3,553 | $1.87M | 0.41% | −146−3.9% | Reduced |
| Fullcircle Wealth LLC | 3,309 | $1.87M | 0.77% | +86+2.7% | Added |
| Evernest Financial Advisors, LLC | 3,569 | $1.88M | 0.49% | −20−0.6% | Reduced |
| Horizon Investments, LLC | 3,576 | $1.88M | 0.05% | +175+5.1% | Added |
| Shepherd Financial Partners LLC | 3,588 | $1.89M | 0.23% | +23+0.6% | Added |
| TFR Capital, LLC. | 3,605 | $1.90M | 0.94% | +3,605 | New |
| Archer Investment Corp | 3,611 | $1.90M | 0.51% | −110−3.0% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,614 | $1.90M | 0.85% | −135−3.6% | Reduced |
| Amussen Hunsaker Associates LLC | 3,616 | $1.90M | 0.27% | −116−3.1% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,866 | $1.91M | 0.17% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 3,957 | $1.91M | 0.65% | +1,498+60.9% | Added |
| Transatlantique Private Wealth LLC | 3,638 | $1.92M | 0.73% | +3,638 | New |
| Middleton & Co Inc | 3,648 | $1.92M | 0.21% | +395+12.1% | Added |
| HMS Capital Management, LLC | 3,648 | $1.92M | 0.93% | −19−0.5% | Reduced |
| Curated Wealth Partners LLC | 3,651 | $1.92M | 0.22% | −60−1.6% | Reduced |
| Beacon Financial Group | 3,651 | $1.92M | 0.21% | −621−14.5% | Reduced |
| Greykasell Wealth Strategies, Inc. | 3,661 | $1.93M | 1.07% | +3,661 | New |
| Ransom Advisory, Ltd | 3,684 | $1.94M | 0.89% | +50+1.4% | Added |
| Relyea Zuckerberg Hanson LLC | 3,685 | $1.94M | 0.26% | +200+5.7% | Added |
| Prakash Investment Advisors LLC | 3,700 | $1.95M | 1.92% | +3,700 | New |
| Nikulski Financial, Inc. | 3,704 | $1.95M | 0.57% | −225−5.7% | Reduced |
| 44 Wealth Management LLC | 3,712 | $1.95M | 0.75% | −294−7.3% | Reduced |
| Unique Wealth, LLC | 3,720 | $1.96M | 0.41% | +314+9.2% | Added |
| HF Advisory Group, LLC | 3,722 | $1.96M | 0.90% | +349+10.3% | Added |
| Cornerstone Planning, LLC | 3,727 | $1.96M | 0.75% | +3,727 | New |
| Formidable Asset Management, LLC | 3,729 | $1.96M | 0.32% | −142−3.7% | Reduced |
| Strait & Sound Wealth Management LLC | 3,730 | $1.96M | 0.91% | −24−0.6% | Reduced |
| Cooper Financial Group | 3,733 | $1.97M | 0.24% | +349+10.3% | Added |
| CVA Family Office, LLC | 3,739 | $1.97M | 0.31% | +151+4.2% | Added |
| Lantern Wealth Advisors, LLC | 3,743 | $1.97M | 1.28% | +2+0.1% | Added |
| VeraBank, N.A. | 3,744 | $1.97M | 0.56% | −71−1.9% | Reduced |
| J. W. Coons Advisors, LLC | 3,751 | $1.98M | 0.51% | +65+1.8% | Added |
| Thrive Wealth Management, LLC | 3,757 | $1.98M | 0.36% | −8−0.2% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 3,758 | $1.98M | 0.83% | +1,854+97.4% | Added |
| Valmark Advisers, Inc. | 3,775 | $1.99M | 0.03% | +259+7.4% | Added |
| Headlands Technologies LLC | 3,777 | $1.99M | 0.20% | +3,777 | New |
| Milestone Resources Group Ltd | 3,790 | $2.00M | 0.07% | 00.0% | Unchanged |
| TB Alternative Assets Ltd. | 3,792 | $2.00M | 0.51% | +3,792 | New |
| Stamos Capital Partners, L.P. | 3,810 | $2.01M | 0.47% | −260−6.4% | Reduced |
| Ausdal Financial Partners, Inc. | 3,811 | $2.01M | 0.17% | +2,440+178.0% | Added |
| Arrow Financial Corp | 3,827 | $2.02M | 0.19% | −23−0.6% | Reduced |
| Copperleaf Capital, LLC | 3,829 | $2.02M | 1.28% | +477+14.2% | Added |
| Lincoln Capital Corp | 3,833 | $2.02M | 0.83% | +3,833 | New |
| Pollock Investment Advisors, LLC | 3,837 | $2.02M | 1.64% | +3,837 | New |
| Missouri Trust & Investment Co | 3,840 | $2.02M | 0.71% | −27−0.7% | Reduced |
| KCM Investment Advisors LLC | 3,846 | $2.03M | 0.07% | +20+0.5% | Added |
| Prossimo Advisors, LLC | 3,866 | $2.04M | 1.47% | −25−0.6% | Reduced |
| Borer Denton & Associates, Inc. | 3,880 | $2.04M | 0.71% | +40+1.0% | Added |
| HCR Wealth Advisors | 3,889 | $2.05M | 0.26% | +68+1.8% | Added |
| BLB&B Advisors, LLC | 3,902 | $2.05M | 0.10% | −227−5.5% | Reduced |
| Claro Advisors LLC | 3,919 | $2.06M | 0.28% | −502−11.4% | Reduced |
| Burney Co | 3,921 | $2.06M | 0.07% | −8−0.2% | Reduced |
| Legacy Financial Advisors, Inc. | 3,924 | $2.07M | 0.34% | −134−3.3% | Reduced |
| Perpetual Ltd | 3,932 | $2.07M | 0.02% | −3,182−44.7% | Reduced |
| Jump Financial, LLC | 3,940 | $2.07M | 0.04% | +486+14.1% | Added |
| Lagoda Investment Management, L.P. | 3,954 | $2.08M | 1.13% | +1,260+46.8% | Added |
| Novem Group | 3,971 | $2.09M | 0.31% | +3,971 | New |
| Blueprint Investment Partners LLC | 3,977 | $2.09M | 0.33% | +1,450+57.4% | Added |
| Fukoku Mutual Life Insurance Co | 3,977 | $2.09M | 0.15% | −192−4.6% | Reduced |
| Univest Financial Corp | 3,984 | $2.10M | 0.13% | −76−1.9% | Reduced |
| Altman Advisors, Inc. | 3,987 | $2.10M | 0.90% | +40+1.0% | Added |
| Olstein Capital Management, L.P. | 4,000 | $2.11M | 0.37% | −793−16.5% | Reduced |
| Marshall Financial Group LLC | 4,003 | $2.11M | 0.51% | +65+1.7% | Added |
| James Hambro & Partners | 4,003 | $2.11M | 0.08% | −1,040−20.6% | Reduced |
| Barden Capital Management, Inc. | 4,014 | $2.11M | 1.81% | +43+1.1% | Added |
| Cobblestone Capital Advisors LLC | 4,014 | $2.11M | 0.12% | +28+0.7% | Added |
| M. Kulyk & Associates, LLC | 4,015 | $2.11M | 0.46% | +79+2.0% | Added |
| Liberty Capital Management, Inc. | 4,018 | $2.12M | 0.47% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 4,037 | $2.13M | 1.77% | +171+4.4% | Added |
| McDaniel Terry & Co | 4,040 | $2.13M | 0.17% | 00.0% | Unchanged |
| Capital Counsel LLC | 4,041 | $2.13M | 0.09% | −378−8.6% | Reduced |
| Provident Co of the Employees of the Hebrew University LTD | 4,045 | $2.13M | 2.48% | +98+2.5% | Added |
| Essex Financial Services, Inc. | 4,056 | $2.14M | 0.15% | +104+2.6% | Added |
| Kelman-Lazarov, Inc. | 4,059 | $2.14M | 0.38% | −33−0.8% | Reduced |
| Arete Wealth Advisors, LLC | 4,061 | $2.14M | 0.15% | +548+15.6% | Added |
| Bailard, Inc. | 4,074 | $2.15M | 0.05% | +154+3.9% | Added |
| Heritage Family Offices, LLP | 4,100 | $2.16M | 1.08% | +129+3.2% | Added |
| Pacific Global Investment Management CO | 4,109 | $2.16M | 2.78% | −10,320−71.5% | Reduced |