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 |
|---|---|---|---|---|---|
| Heartland Bank & Trust Co | 5,025 | $2.65M | 1.44% | −148−2.9% | Reduced |
| Passumpsic Savings Bank | 5,025 | $2.65M | 1.65% | +35+0.7% | Added |
| Next Century Growth Investors LLC | 5,029 | $2.65M | 0.20% | +20.0% | Added |
| Martin & Co Inc | 5,034 | $2.65M | 0.66% | −239−4.5% | Reduced |
| Apriem Advisors | 5,050 | $2.66M | 0.30% | +5,050 | New |
| OV Management LLC | 5,057 | $2.66M | 1.24% | +285+6.0% | Added |
| Nicholas Hoffman & Company, LLC. | 5,064 | $2.67M | 0.11% | −240−4.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,065 | $2.67M | 1.55% | −300−5.6% | Reduced |
| Sym Financial Corp | 5,067 | $2.67M | 0.34% | +3,674+263.7% | Added |
| Sage Mountain Advisors LLC | 5,109 | $2.69M | 0.20% | +807+18.8% | Added |
| Quantum Private Wealth, LLC | 5,122 | $2.70M | 0.86% | −209−3.9% | Reduced |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.72M | 0.78% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 5,173 | $2.72M | 0.11% | +217+4.4% | Added |
| S.A. Mason LLC | 5,182 | $2.73M | 1.43% | −20.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 5,186 | $2.73M | 2.42% | −105−2.0% | Reduced |
| Gold Investment Management Ltd. | 5,189 | $2.73M | 1.15% | +17+0.3% | Added |
| Wrapmanager Inc | 5,195 | $2.74M | 0.70% | −81−1.5% | Reduced |
| Parkside Financial Bank & Trust | 5,206 | $2.74M | 0.36% | −64−1.2% | Reduced |
| Hancock Whitney Corp | 5,208 | $2.74M | 0.09% | −29−0.6% | Reduced |
| Tudor Investment Corp Et Al | 5,211 | $2.74M | 0.03% | +5,211 | New |
| Eley Financial Management, Inc | 5,217 | $2.75M | 1.07% | +152+3.0% | Added |
| Castle Rock Wealth Management, LLC | 4,867 | $2.75M | 0.65% | +242+5.2% | Added |
| Headinvest, LLC | 5,222 | $2.75M | 0.52% | −35−0.7% | Reduced |
| Deane Retirement Strategies, Inc. | 5,223 | $2.75M | 1.38% | +67+1.3% | Added |
| Midwest Professional Planners, LTD. | 5,223 | $2.75M | 0.82% | +864+19.8% | Added |
| Camden Capital, LLC | 5,231 | $2.75M | 0.30% | −9,881−65.4% | Reduced |
| Scott & Selber, Inc. | 5,243 | $2.76M | 0.83% | −126−2.3% | Reduced |
| IPG Investment Advisors LLC | 5,244 | $2.76M | 0.63% | +5+0.1% | Added |
| Balboa Wealth Partners | 5,246 | $2.76M | 0.63% | −169−3.1% | Reduced |
| First Horizon Advisors, Inc. | 5,256 | $2.77M | 0.08% | +116+2.3% | Added |
| Mechanics Bank Trust Department | 5,278 | $2.78M | 0.37% | +44+0.8% | Added |
| IFG Advisory, LLC | 5,281 | $2.78M | 0.16% | +610+13.1% | Added |
| Kerusso Capital Management LLC | 5,297 | $2.79M | 1.78% | +10+0.2% | Added |
| Goldstone Financial Group, LLC | 5,305 | $2.79M | 0.44% | +133+2.6% | Added |
| RiverPark Advisors, LLC | 7,861 | $2.80M | 2.25% | +3,294+72.1% | Added |
| Vista Investment Partners II, LLC | 5,352 | $2.82M | 1.66% | +5,352 | New |
| Sovereign Financial Group, Inc. | 5,354 | $2.82M | 0.65% | −80−1.5% | Reduced |
| Benchmark Investment Advisors LLC | 5,360 | $2.82M | 1.84% | +69+1.3% | Added |
| Tolleson Wealth Management, Inc. | 5,388 | $2.84M | 0.58% | −32−0.6% | Reduced |
| Churchill Management Corp | 5,391 | $2.84M | 0.03% | −79−1.4% | Reduced |
| Inlet Private Wealth, LLC | 5,394 | $2.84M | 0.75% | 00.0% | Unchanged |
| Stableford Capital II LLC | 5,414 | $2.85M | 1.13% | −90−1.6% | Reduced |
| Atlantic Trust, LLC | 5,416 | $2.85M | 0.62% | +833+18.2% | Added |
| Platinum Investment Management Ltd | 5,425 | $2.86M | 0.17% | +5,425 | New |
| Farringdon Capital, Ltd. | 5,429 | $2.86M | 1.18% | +5,429 | New |
| Kensington Investment Counsel, LLC | 5,430 | $2.86M | 1.19% | −143−2.6% | Reduced |
| Avalon Trust Co | 5,459 | $2.87M | 0.20% | −157−2.8% | Reduced |
| Aaron Wealth Advisors | 5,470 | $2.88M | 0.33% | +126+2.4% | Added |
| Pinkerton Retirement Specialists, LLC | 5,486 | $2.89M | 0.42% | −121−2.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 5,487 | $2.89M | 0.89% | −82−1.5% | Reduced |
| Cannon Advisors, Inc. | 5,490 | $2.89M | 2.46% | −413−7.0% | Reduced |
| Boomfish Wealth Group, LLC | 5,503 | $2.90M | 1.76% | +40+0.7% | Added |
| Concord Asset Management, LLC | 5,510 | $2.90M | 0.64% | −39−0.7% | Reduced |
| WT Wealth Management | 5,516 | $2.90M | 0.91% | +209+3.9% | Added |
| WealthBridge Capital Management, LLC | 5,532 | $2.91M | 0.81% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 5,537 | $2.92M | 1.57% | +5,537 | New |
| Visionary Wealth Advisors | 5,546 | $2.92M | 0.17% | +479+9.5% | Added |
| Piscataqua Savings Bank | 5,556 | $2.93M | 2.51% | −177−3.1% | Reduced |
| Sierra Capital LLC | 5,584 | $2.94M | 0.35% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 5,585 | $2.94M | 0.14% | +122+2.2% | Added |
| Avestar Capital, LLC | 5,612 | $2.96M | 0.27% | +550+10.9% | Added |
| SRN Advisors, LLC | 5,619 | $2.96M | 2.63% | +821+17.1% | Added |
| Great Lakes Retirement, Inc. | 5,619 | $2.96M | 0.38% | −8−0.1% | Reduced |
| Enterprise Financial Services Corp | 5,629 | $2.96M | 1.65% | −20−0.4% | Reduced |
| Patten & Patten Inc | 5,637 | $2.97M | 0.20% | +153+2.8% | Added |
| Qsemble Capital Management, LP | 5,646 | $2.97M | 0.40% | +5,646 | New |
| Oak Family Advisors, LLC | 5,649 | $2.97M | 1.16% | −1,354−19.3% | Reduced |
| Strategic Planning Group, LLC | 5,673 | $2.99M | 0.55% | +152+2.8% | Added |
| Nia Impact Advisors, LLC | 5,675 | $2.99M | 0.97% | +90+1.6% | Added |
| Warren Averett Asset Management, LLC | 5,676 | $2.99M | 0.05% | +3,295+138.4% | Added |
| Bell Bank | 5,680 | $2.99M | 0.22% | −16−0.3% | Reduced |
| Trail Ridge Investment Advisors, LLC | 5,688 | $3.00M | 1.42% | +14+0.2% | Added |
| Lynx Investment Advisory | 5,695 | $3.00M | 2.05% | −275−4.6% | Reduced |
| VCI Wealth Management LLC | 5,703 | $3.00M | 1.27% | +1,218+27.2% | Added |
| Strategic Advisors LLC | 5,709 | $3.01M | 0.54% | +374+7.0% | Added |
| Caisse des Depots Et Consignations | 5,712 | $3.01M | 0.15% | +5,712 | New |
| SageView Advisory Group, LLC | 5,721 | $3.01M | 0.13% | +217+3.9% | Added |
| Staley Capital Advisers Inc | 5,723 | $3.01M | 0.13% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,723 | $3.01M | 0.27% | +138+2.5% | Added |
| Cordatus Wealth Management LLC | 5,724 | $3.01M | 0.79% | +197+3.6% | Added |
| Unique Wealth Strategies, LLC | 5,730 | $3.02M | 1.33% | +1,086+23.4% | Added |
| Wealth Group, Ltd. | 5,741 | $3.02M | 1.96% | +19+0.3% | Added |
| Ronald Blue Trust, Inc. | 5,744 | $3.02M | 0.04% | −5,107−47.1% | Reduced |
| Marion Wealth Management | 5,755 | $3.03M | 0.80% | +37+0.6% | Added |
| New Hampshire Trust | 5,763 | $3.03M | 0.64% | −297−4.9% | Reduced |
| Weatherly Asset Management L. P. | 5,764 | $3.04M | 0.27% | −15−0.3% | Reduced |
| Prosperitas Financial LLC | 5,775 | $3.04M | 1.54% | +289+5.3% | Added |
| Coronation Fund Managers Ltd. | 5,788 | $3.05M | 0.18% | −1,371−19.2% | Reduced |
| Elmwood Wealth Management, Inc. | 5,795 | $3.05M | 1.23% | −20−0.3% | Reduced |
| Eqis Capital Management, Inc. | 5,797 | $3.05M | 0.25% | −226−3.8% | Reduced |
| Americana Partners, LLC | 5,815 | $3.06M | 0.13% | −140−2.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,666 | $3.06M | 0.53% | −20,761−85.0% | Reduced |
| Diversify Advisory Services, LLC | 6,073 | $3.06M | 0.17% | −861−12.4% | Reduced |
| Segment Wealth Management, LLC | 5,821 | $3.07M | 0.21% | +25+0.4% | Added |
| Stenger Family Office, LLC | 5,823 | $3.07M | 1.04% | +5,823 | New |
| Kingswood Wealth Advisors, LLC | 5,823 | $3.07M | 0.23% | −4,389−43.0% | Reduced |
| Oak Harvest Investment Services | 5,830 | $3.07M | 0.43% | +400+7.4% | Added |
| Concord Wealth Partners | 5,832 | $3.07M | 0.50% | +79+1.4% | Added |
| Comgest Global Investors S.A.S. | 5,833 | $3.07M | 0.05% | +5,833 | New |
| Chatham Capital Group, Inc. | 5,840 | $3.08M | 0.51% | +25+0.4% | Added |