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 10 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 |
|---|---|---|---|---|---|
| David Loasby | 4,299 | $2.17M | 0.20% | +79+1.9% | Added |
| Resources Management Corp | 4,123 | $2.17M | 0.30% | +15+0.4% | Added |
| Guardian Wealth Management, Inc. | 4,125 | $2.17M | 1.48% | −4−0.1% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 4,130 | $2.17M | 2.81% | −629−13.2% | Reduced |
| Calamos Wealth Management LLC | 4,134 | $2.18M | 0.11% | +80+2.0% | Added |
| Cutter & CO Brokerage, Inc. | 4,135 | $2.18M | 0.53% | +429+11.6% | Added |
| Drucker Wealth 3.0, LLC | 4,161 | $2.19M | 0.51% | −77−1.8% | Reduced |
| Teza Capital Management LLC | 4,163 | $2.19M | 0.33% | +3,387+436.5% | Added |
| Freestone Grove Partners LP | 4,163 | $2.19M | 0.03% | +4,163 | New |
| Mount Yale Investment Advisors, LLC | 4,194 | $2.21M | 0.18% | +448+12.0% | Added |
| Ignite Planners, LLC | 4,245 | $2.21M | 0.49% | +196+4.8% | Added |
| Mystic Asset Management, Inc. | 4,210 | $2.22M | 0.59% | 00.0% | Unchanged |
| My Legacy Advisors, LLC | 4,248 | $2.22M | 0.86% | −88−2.0% | Reduced |
| Ameliora Wealth Management Ltd. | 4,215 | $2.22M | 0.83% | +20+0.5% | Added |
| Intelligent Financial Strategies | 4,228 | $2.23M | 1.23% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 4,229 | $2.23M | 0.45% | −34−0.8% | Reduced |
| Hyperion Capital Advisors LP | 4,231 | $2.23M | 1.14% | −1,573−27.1% | Reduced |
| Copperwynd Financial, LLC | 4,232 | $2.23M | 0.61% | +106+2.6% | Added |
| Cito Capital Group, LLC | 4,250 | $2.24M | 0.82% | 00.0% | Unchanged |
| First United Bank Trust | 4,269 | $2.25M | 0.82% | −83−1.9% | Reduced |
| Smith, Moore & Co. | 4,273 | $2.25M | 0.21% | +300+7.6% | Added |
| Tectonic Advisors LLC | 4,280 | $2.25M | 0.15% | +55+1.3% | Added |
| Hilltop Partners LLC | 4,281 | $2.25M | 0.77% | +466+12.2% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,283 | $2.26M | 0.56% | −59−1.4% | Reduced |
| YHB Investment Advisors, Inc. | 4,292 | $2.26M | 0.19% | +141+3.4% | Added |
| Woodmont Investment Counsel LLC | 4,300 | $2.26M | 0.17% | −48−1.1% | Reduced |
| Bard Financial Services, Inc. | 4,300 | $2.26M | 0.27% | 00.0% | Unchanged |
| Forum Financial Management, LP | 4,304 | $2.27M | 0.04% | +414+10.6% | Added |
| Providence First Trust Co | 4,332 | $2.28M | 0.86% | −20−0.5% | Reduced |
| NRI Wealth Management LC | 4,338 | $2.28M | 1.58% | +4,338 | New |
| IFC Advisors LLC | 4,342 | $2.29M | 0.50% | +4,342 | New |
| First Affirmative Financial Network | 4,345 | $2.29M | 1.32% | +522+13.7% | Added |
| Westhampton Capital, LLC | 4,357 | $2.29M | 1.17% | +10+0.2% | Added |
| Essex Savings Bank | 4,368 | $2.30M | 0.57% | +147+3.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 4,374 | $2.30M | 1.01% | −244−5.3% | Reduced |
| Okabena Investment Services Inc | 4,375 | $2.30M | 0.64% | 00.0% | Unchanged |
| Alapocas Investment Partners, Inc. | 4,377 | $2.30M | 1.30% | −5−0.1% | Reduced |
| Quent Capital, LLC | 4,396 | $2.31M | 0.24% | +820+22.9% | Added |
| PDS Planning, Inc | 4,399 | $2.32M | 0.21% | +63+1.5% | Added |
| Continuum Advisory, LLC | 4,424 | $2.33M | 0.30% | +12+0.3% | Added |
| Cornerstone Wealth Management, LLC | 4,434 | $2.33M | 0.16% | +83+1.9% | Added |
| TriaGen Wealth Management LLC | 4,436 | $2.34M | 0.79% | −3,899−46.8% | Reduced |
| Compass Wealth Management LLC | 4,450 | $2.34M | 0.56% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,451 | $2.34M | 0.06% | −29−0.6% | Reduced |
| Roof Eidam & Maycock | 4,451 | $2.34M | 0.60% | 00.0% | Unchanged |
| Mitchell Sinkler & Starr | 4,459 | $2.35M | 0.63% | −1,781−28.5% | Reduced |
| Gladius Capital Management LP | 4,463 | $2.35M | 1.35% | −275−5.8% | Reduced |
| Three Seasons Wealth, LLC | 4,468 | $2.35M | 1.15% | +366+8.9% | Added |
| Journey Strategic Wealth LLC | 4,470 | $2.35M | 0.09% | +168+3.9% | Added |
| Alpha Cubed Investments, LLC | 4,489 | $2.36M | 0.11% | −1,009−18.4% | Reduced |
| Keel Point, LLC | 4,492 | $2.37M | 0.19% | +359+8.7% | Added |
| Vestmark Advisory Solutions, Inc. | 4,500 | $2.37M | 0.08% | −753−14.3% | Reduced |
| RMR Wealth Builders | 4,526 | $2.38M | 0.25% | +40+0.9% | Added |
| Security National Bank | 4,566 | $2.40M | 0.34% | 00.0% | Unchanged |
| Canopy Partners, LLC | 4,566 | $2.40M | 0.92% | +180+4.1% | Added |
| Waverton Investment Management Ltd | 4,565 | $2.41M | 0.04% | −168−3.5% | Reduced |
| Premier Path Wealth Partners, LLC | 4,586 | $2.41M | 0.37% | +59+1.3% | Added |
| Chilton Capital Management LLC | 4,604 | $2.42M | 0.10% | −143−3.0% | Reduced |
| DeDora Capital, Inc. | 4,606 | $2.43M | 0.66% | −66−1.4% | Reduced |
| Confluence Wealth Services, Inc. | 4,567 | $2.44M | 0.16% | +248+5.7% | Added |
| Moss Adams Wealth Advisors LLC | 4,636 | $2.44M | 0.26% | +2,077+81.2% | Added |
| Ledyard National Bank | 4,648 | $2.45M | 0.23% | −65−1.4% | Reduced |
| RDST Capital LLC | 4,650 | $2.45M | 0.35% | −280−5.7% | Reduced |
| Everhart Financial Group, Inc. | 4,651 | $2.45M | 0.50% | +274+6.3% | Added |
| Wealth Alliance | 4,652 | $2.45M | 0.29% | +94+2.1% | Added |
| Kane Investment Management, Inc. | 4,658 | $2.45M | 1.37% | +4,658 | New |
| AdvisorNet Financial, Inc | 4,667 | $2.46M | 0.21% | −688−12.8% | Reduced |
| Mayflower Financial Advisors, LLC | 4,670 | $2.46M | 0.37% | +356+8.3% | Added |
| Sendero Wealth Management, LLC | 4,677 | $2.46M | 0.37% | +172+3.8% | Added |
| Northwest Bank & Trust Co | 4,635 | $2.47M | 1.82% | +32+0.7% | Added |
| Chemistry Wealth Management LLC | 4,694 | $2.47M | 0.58% | +35+0.8% | Added |
| Sanders Morris Harris LLC | 4,696 | $2.48M | 0.37% | +10+0.2% | Added |
| Garrison Point Advisors, LLC | 4,714 | $2.48M | 1.18% | −30−0.6% | Reduced |
| Able Wealth Management LLC | 4,716 | $2.48M | 1.63% | 00.0% | Unchanged |
| Patron Partners Advisors, LLC | 4,737 | $2.49M | 1.35% | +54+1.2% | Added |
| Montecito Bank & Trust | 4,764 | $2.51M | 0.43% | +286+6.4% | Added |
| Focus Financial Network, Inc. | 4,770 | $2.51M | 0.10% | −328−6.4% | Reduced |
| Delta Financial Group, Inc. | 4,783 | $2.52M | 0.59% | +20.0% | Added |
| FCG Investment Co | 4,796 | $2.53M | 1.54% | +306+6.8% | Added |
| Sander Capital Advisors Inc | 4,828 | $2.54M | 1.17% | −907−15.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 4,841 | $2.55M | 0.37% | +4,841 | New |
| Howland Capital Management LLC | 4,842 | $2.55M | 0.11% | −39−0.8% | Reduced |
| Optimum Investment Advisors | 4,855 | $2.56M | 1.13% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 4,856 | $2.56M | 0.30% | +61+1.3% | Added |
| Chicago Trust Co NA | 4,861 | $2.56M | 0.45% | −667−12.1% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,870 | $2.56M | 0.45% | −16−0.3% | Reduced |
| Sepio Capital, LP | 4,874 | $2.57M | 0.21% | −205−4.0% | Reduced |
| Clark Asset Management, LLC | 4,887 | $2.57M | 0.48% | −1,505−23.5% | Reduced |
| SFM, LLC | 4,892 | $2.58M | 1.82% | −22−0.4% | Reduced |
| Cullinan Associates Inc | 4,900 | $2.58M | 0.17% | −800−14.0% | Reduced |
| Scharf Investments, LLC | 4,915 | $2.59M | 0.08% | +334+7.3% | Added |
| Koshinski Asset Management, Inc. | 4,922 | $2.59M | 0.22% | +166+3.5% | Added |
| Rockingstone Advisors LLC | 4,927 | $2.59M | 1.15% | +290+6.3% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,932 | $2.60M | 0.07% | +878+21.7% | Added |
| Principle Wealth Partners LLC | 4,943 | $2.60M | 0.18% | −96−1.9% | Reduced |
| Bourne Lent Asset Management Inc | 4,998 | $2.63M | 1.00% | 00.0% | Unchanged |
| Tremblant Capital Group | 4,998 | $2.63M | 0.28% | +640+14.7% | Added |
| Quotient Wealth Partners, LLC | 5,011 | $2.64M | 0.09% | +148+3.0% | Added |
| Hardy Reed LLC | 5,015 | $2.64M | 0.23% | +23+0.5% | Added |
| Fort Point Capital Partners LLC | 5,018 | $2.64M | 0.30% | +167+3.4% | Added |