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 13 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
- 3,450
- +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
- 1,311 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 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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 |
|---|---|---|---|---|---|
| FPC Investment Advisory, Inc. | 70 | $38.9K | 0.03% | +58+483.3% | Added |
| Wintrust Investments LLC | 75 | $39.0K | 0.03% | −15−16.7% | Reduced |
| SIMA Wealth Partners, LLC | 75 | $39.5K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 76 | $40.0K | 0.00% | 00.0% | Unchanged |
| Accordant Advisory Group Inc | 76 | $40.0K | 0.04% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 77 | $40.5K | 0.01% | −13−14.4% | Reduced |
| Parkworth Wealth Management, Inc. | 79 | $41.6K | 0.03% | +79 | New |
| Ulland Investment Advisors, LLC | 82 | $43.0K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 82 | $43.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 82 | $43.2K | 0.02% | 00.0% | Unchanged |
| Aspect Partners, LLC | 83 | $43.7K | 0.03% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 85 | $44.8K | 0.02% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 86 | $45.3K | 0.03% | +86 | New |
| Rogco, LP | 87 | $45.8K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 88 | $46.4K | 0.02% | +37+72.5% | Added |
| Riggs Asset Managment Co. Inc. | 90 | $47.3K | 0.01% | +2+2.3% | Added |
| Beaird Harris Wealth Management, LLC | 90 | $47.4K | 0.00% | +33+57.9% | Added |
| Sittner & Nelson, LLC | 92 | $48.4K | 0.02% | +5+5.7% | Added |
| Quest 10 Wealth Builders, Inc. | 94 | $49.5K | 0.05% | +94 | New |
| Financial Freedom, LLC | 98 | $51.5K | 0.03% | 00.0% | Unchanged |
| Raelipskie Partnership | 100 | $52.7K | 0.03% | −10−9.1% | Reduced |
| JCIC Asset Management Inc. | 100 | $52.7K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $52.7K | 0.03% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 100 | $52.7K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 100 | $52.7K | 0.04% | 00.0% | Unchanged |
| CSS LLC | 100 | $52.7K | 0.00% | +100 | New |
| Bear Mountain Capital, Inc. | 100 | $53.4K | 0.02% | 00.0% | Unchanged |
| Eisler Capital Management Ltd. | 104 | $54.3K | 0.00% | +104 | New |
| Ameriflex Group, Inc. | 98 | $54.5K | 0.02% | +98 | New |
| Householder Group Estate & Retirement Specialist, LLC | 105 | $55.0K | 0.04% | −396−79.0% | Reduced |
| Valued Wealth Advisors LLC | 106 | $55.8K | 0.03% | −3−2.8% | Reduced |
| Country Trust Bank | 107 | $56.3K | 0.00% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 108 | $56.9K | 0.02% | +21+24.1% | Added |
| Pingora Partners LLC | 112 | $59.0K | 0.04% | −10−8.2% | Reduced |
| NCP Inc. | 112 | $59.0K | 0.03% | 00.0% | Unchanged |
| Legacy Investment Solutions, LLC | 105 | $59.1K | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 105 | $59.1K | 0.04% | 00.0% | Unchanged |
| Hallmark Capital Management Inc | 114 | $60.0K | 0.00% | 00.0% | Unchanged |
| Capital A Wealth Management, LLC | 115 | $60.6K | 0.10% | +115 | New |
| SOA Wealth Advisors, LLC. | 117 | $61.7K | 0.01% | −1−0.8% | Reduced |
| Minot DeBlois Advisors LLC | 120 | $63.2K | 0.06% | +120 | New |
| Gen-Wealth Partners Inc | 121 | $63.7K | 0.03% | −84−41.0% | Reduced |
| Proffitt & Goodson Inc | 122 | $64.2K | 0.01% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 124 | $65.3K | 0.01% | −29−19.0% | Reduced |
| SWAN Capital LLC | 125 | $65.8K | 0.03% | −75−37.5% | Reduced |
| J.Safra Asset Management Corp | 127 | $66.7K | 0.01% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 128 | $67.0K | 0.02% | +5+4.1% | Added |
| Ogorek Anthony Joseph | 131 | $69.0K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 133 | $69.9K | 0.06% | −16−10.7% | Reduced |
| FWL Investment Management, LLC | 134 | $70.6K | 0.03% | −17−11.3% | Reduced |
| Main Street Group, LTD | 136 | $71.2K | 0.03% | +1+0.7% | Added |
| Rialto Wealth Management, LLC | 136 | $71.6K | 0.02% | +136 | New |
| Global Wealth Strategies & Associates | 137 | $72.1K | 0.02% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 139 | $73.2K | 0.03% | +95+215.9% | Added |
| Wingate Wealth Advisors, Inc. | 144 | $75.8K | 0.07% | +144 | New |
| Tidemark, LLC | 144 | $75.9K | 0.03% | +25+21.0% | Added |
| Bernard Wealth Management Corp. | 145 | $76.4K | 0.04% | +145 | New |
| Cornerstone Planning Group LLC | 140 | $76.7K | 0.02% | +10+7.7% | Added |
| Mizuho Bank, Ltd. | 150 | $79.0K | 0.02% | 00.0% | Unchanged |
| Estabrook Capital Management | 153 | $80.6K | 0.01% | 00.0% | Unchanged |
| Live Oak Investment Partners | – | $83.2K | 0.06% | – | – |
| Farmers & Merchants Trust Co of Chambersburg PA | 162 | $85.0K | 0.03% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 169 | $89.0K | 0.06% | +169 | New |
| Breakwater Investment Management | 170 | $89.5K | 0.04% | 00.0% | Unchanged |
| Chapman Financial Group, LLC | 175 | $92.2K | 0.07% | +175 | New |
| Caitlin John, LLC | 178 | $93.5K | 0.06% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 181 | $95.3K | 0.02% | +181 | New |
| Promus Capital, LLC | 182 | $95.8K | 0.07% | +182 | New |
| Vestor Capital, LLC | 182 | $96.0K | 0.01% | +182 | New |
| Jackson, Grant Investment Advisers, Inc. | 183 | $96.2K | 0.04% | +1+0.5% | Added |
| Old Point Trust & Financial Services N A | 185 | $97.4K | 0.03% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 186 | $97.9K | 0.04% | 00.0% | Unchanged |
| Davis Capital Management | 188 | $99.0K | 0.08% | −13−6.5% | Reduced |
| Raffa Wealth Management, LLC | 188 | $99.0K | 0.02% | −6−3.1% | Reduced |
| Investors Research Corp | 191 | $100.6K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 191 | $100.8K | 0.05% | 00.0% | Unchanged |
| XY Capital Ltd | 194 | $102.2K | 0.11% | +194 | New |
| Bangor Savings Bank | 200 | $105.3K | 0.01% | +30+17.6% | Added |
| Ridgewood Investments LLC | 202 | $106.2K | 0.05% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 203 | $106.9K | 0.09% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 205 | $107.9K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 205 | $108.0K | 0.06% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 206 | $108.5K | 0.09% | −3−1.4% | Reduced |
| ZRC Wealth Management, LLC | 209 | $109.9K | 0.05% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 219 | $110.3K | 0.09% | +219 | New |
| Ashburton (Jersey) Ltd | 211 | $111.0K | 0.05% | +211 | New |
| Human Investing LLC | 213 | $112.3K | 0.02% | +213 | New |
| HighMark Wealth Management LLC | 220 | $115.8K | 0.07% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 224 | $118.0K | 0.03% | 00.0% | Unchanged |
| Curio Wealth, LLC | 225 | $118.5K | 0.06% | +225 | New |
| Sugarloaf Wealth Management, LLC | 228 | $120.1K | 0.02% | +88+62.9% | Added |
| Princeton Global Asset Management LLC | 230 | $121.1K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 232 | $122.2K | 0.15% | +232 | New |
| First Pacific Financial | 235 | $123.9K | 0.03% | +17+7.8% | Added |
| Bellevue Asset Management, LLC | 238 | $125.4K | 0.06% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 260 | $136.9K | 0.03% | 00.0% | Unchanged |
| E Fund Management (Hong Kong) Co., Ltd. | 261 | $137.0K | 0.11% | +77+41.8% | Added |
| Capula Management Ltd | 261 | $137.4K | 0.00% | +261 | New |
| Rosenberg Matthew Hamilton | 264 | $139.0K | 0.04% | +19+7.8% | Added |
| Capstone Investment Advisors, LLC | 266 | $140.1K | 0.00% | −184−40.9% | Reduced |