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 |
|---|---|---|---|---|---|
| Quest Investment Management LLC | 5,869 | $3.09M | 0.36% | +2,932+99.8% | Added |
| Parallax Volatility Advisers, L.P. | 5,875 | $3.09M | 0.07% | −468−7.4% | Reduced |
| State of Wyoming | 5,896 | $3.10M | 0.40% | +4,999+557.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 5,915 | $3.11M | 1.16% | −22−0.4% | Reduced |
| Savvy Advisors, Inc. | 5,922 | $3.12M | 0.38% | +3,781+176.6% | Added |
| Gables Capital Management Inc. | 5,929 | $3.12M | 1.51% | −50−0.8% | Reduced |
| AMG National Trust Bank | 5,937 | $3.13M | 0.09% | +163+2.8% | Added |
| SeaBridge Investment Advisors LLC | 5,938 | $3.13M | 0.65% | +303+5.4% | Added |
| Resonant Capital Advisors, LLC | 5,951 | $3.13M | 0.23% | +364+6.5% | Added |
| Optas, LLC | 5,977 | $3.15M | 0.68% | +146+2.5% | Added |
| Landscape Capital Management, L.L.C. | 5,990 | $3.15M | 0.33% | +988+19.8% | Added |
| Mutual Advisors, LLC | 6,030 | $3.15M | 0.09% | −85−1.4% | Reduced |
| Savoie Capital LLC | 6,000 | $3.16M | 0.38% | 00.0% | Unchanged |
| ProVise Management Group, LLC | 6,013 | $3.17M | 0.27% | −107−1.7% | Reduced |
| Applied Capital LLC | 6,028 | $3.17M | 2.49% | −60−1.0% | Reduced |
| Cornerstone Wealth Group, LLC | 6,033 | $3.18M | 0.26% | +355+6.3% | Added |
| Asset Dedication, LLC | 6,042 | $3.18M | 0.25% | −2,416−28.6% | Reduced |
| Transcend Wealth Collective, LLC | 6,068 | $3.20M | 0.23% | +513+9.2% | Added |
| Tsai Capital Corp | 6,071 | $3.20M | 2.33% | −76−1.2% | Reduced |
| Galaxy Digital Capital Management GP LLC | 6,072 | $3.20M | 2.34% | +6,072 | New |
| Dudley Capital Management, LLC | 6,100 | $3.21M | 1.65% | −10−0.2% | Reduced |
| Putney Financial Group LLC | 6,117 | $3.22M | 2.87% | +6,117 | New |
| Holderness Investments Co | 6,128 | $3.23M | 0.71% | +29+0.5% | Added |
| Alpha Omega Wealth Management LLC | 6,144 | $3.24M | 0.61% | −17−0.3% | Reduced |
| Boston Trust Walden Corp | 6,174 | $3.25M | 0.02% | −20−0.3% | Reduced |
| Voya Financial Advisors, Inc. | 6,213 | $3.27M | 0.36% | +150+2.5% | Added |
| Brown Capital Management LLC | 6,220 | $3.28M | 0.08% | −447−6.7% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 6,248 | $3.29M | 0.60% | −84−1.3% | Reduced |
| Fortune Financial Advisors, LLC | 6,249 | $3.29M | 2.99% | +25+0.4% | Added |
| Angeles Wealth Management, LLC | 6,282 | $3.31M | 0.27% | +132+2.1% | Added |
| Kendall Capital Management | 6,297 | $3.32M | 0.97% | −9−0.1% | Reduced |
| Dale Q Rice Investment Management Ltd | 6,308 | $3.32M | 1.46% | +6,308 | New |
| Duncan Williams Asset Management, LLC | 6,323 | $3.33M | 1.31% | +3,500+124.0% | Added |
| WMS Partners, LLC | 6,324 | $3.33M | 0.19% | +351+5.9% | Added |
| Strong Tower Advisory Services | 6,376 | $3.36M | 0.88% | +370+6.2% | Added |
| Farmers & Merchants Investments Inc | 6,413 | $3.38M | 0.11% | −4−0.1% | Reduced |
| Csenge Advisory Group | 6,441 | $3.39M | 0.18% | −579−8.2% | Reduced |
| Prosperity Consulting Group, LLC | 6,450 | $3.40M | 0.26% | −145−2.2% | Reduced |
| Sunbelt Securities, Inc. | 6,480 | $3.41M | 0.30% | −3,185−33.0% | Reduced |
| Simon Quick Advisors, LLC | 6,473 | $3.41M | 0.20% | +323+5.3% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,488 | $3.42M | 0.30% | 00.0% | Unchanged |
| Matthew 25 Management Corp | 6,500 | $3.42M | 1.08% | −3,500−35.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $3.42M | 1.01% | 00.0% | Unchanged |
| Gordian Capital Singapore Pte Ltd | 6,516 | $3.43M | 1.81% | +610+10.3% | Added |
| Redmond Asset Management, LLC | 6,534 | $3.44M | 0.86% | −118−1.8% | Reduced |
| NVWM, LLC | 6,570 | $3.46M | 0.87% | −211−3.1% | Reduced |
| Fullerton Fund Management Co Ltd. | 6,571 | $3.46M | 0.12% | +3,659+125.7% | Added |
| Howard Capital Management Inc. | 6,574 | $3.46M | 0.05% | +391+6.3% | Added |
| J.W. Cole Advisors, Inc. | 6,592 | $3.47M | 0.14% | +448+7.3% | Added |
| Jacobi Capital Management LLC | 6,594 | $3.47M | 0.26% | +307+4.9% | Added |
| Skopos Labs, Inc. | 6,599 | $3.47M | 1.04% | +494+8.1% | Added |
| Wealthcare Advisory Partners LLC | 6,607 | $3.48M | 0.10% | +286+4.5% | Added |
| Fidelis Capital Partners, LLC | 6,185 | $3.49M | 0.35% | +1,078+21.1% | Added |
| Financial Advocates Investment Management | 6,626 | $3.49M | 0.20% | +118+1.8% | Added |
| Modus Advisors, LLC | 6,631 | $3.49M | 1.09% | −57−0.9% | Reduced |
| Centric Wealth Management | 6,632 | $3.49M | 0.94% | −3,999−37.6% | Reduced |
| Country Club Bank | 6,651 | $3.50M | 0.23% | +15+0.2% | Added |
| Trust Point Inc. | 6,663 | $3.51M | 0.24% | +452+7.3% | Added |
| Simmons Bank | 6,666 | $3.51M | 0.26% | −13−0.2% | Reduced |
| HBK Sorce Advisory LLC | 6,666 | $3.51M | 0.11% | +283+4.4% | Added |
| Independent Financial Group, LLC | 6,676 | $3.52M | 0.12% | +981+17.2% | Added |
| Gibbs Wealth Management | 6,707 | $3.53M | 0.96% | +1,046+18.5% | Added |
| Mirabaud & Cie SA | 6,708 | $3.53M | 1.14% | −486−6.8% | Reduced |
| United Bank | 6,712 | $3.53M | 1.49% | +517+8.3% | Added |
| Accent Capital Management, LLC | 6,721 | $3.54M | 2.03% | +10.0% | Added |
| MV Capital Management, Inc. | 6,734 | $3.55M | 0.38% | −38−0.6% | Reduced |
| Independence Bank of Kentucky | 6,735 | $3.55M | 0.55% | +1,945+40.6% | Added |
| Hazlett, Burt & Watson, Inc. | 6,745 | $3.55M | 1.57% | +53+0.8% | Added |
| Accurate Wealth Management, LLC | 7,107 | $3.59M | 0.69% | −441−5.8% | Reduced |
| Saturna Capital CORP | 6,822 | $3.59M | 0.05% | −148−2.1% | Reduced |
| Brighton Jones LLC | 6,824 | $3.59M | 0.10% | +2,028+42.3% | Added |
| EverSource Wealth Advisors, LLC | 6,836 | $3.60M | 0.20% | +1,608+30.8% | Added |
| Spinnaker Trust | 6,853 | $3.61M | 0.23% | 00.0% | Unchanged |
| Agate Pass Investment Management, LLC | 6,857 | $3.61M | 1.63% | −125−1.8% | Reduced |
| Stratos Wealth Advisors, LLC | 6,883 | $3.62M | 0.17% | −75−1.1% | Reduced |
| Enterprise Bank & Trust Co | 6,887 | $3.63M | 1.19% | +11+0.2% | Added |
| GTS Securities LLC | 6,906 | $3.64M | 0.18% | −9,182−57.1% | Reduced |
| West Branch Capital LLC | 6,913 | $3.64M | 1.16% | +682+10.9% | Added |
| Lynch Asset Management, Inc. | 6,925 | $3.65M | 1.48% | 00.0% | Unchanged |
| LVW Advisors, LLC | 6,925 | $3.65M | 0.45% | +421+6.5% | Added |
| Peoples Financial Services Corp. | 6,949 | $3.66M | 1.70% | −182−2.6% | Reduced |
| Sawyer & Company, Inc | 6,967 | $3.67M | 1.36% | +29+0.4% | Added |
| Viking Fund Management LLC | 7,000 | $3.69M | 0.57% | 00.0% | Unchanged |
| NBT Bank N A | 7,029 | $3.70M | 0.26% | +31+0.4% | Added |
| Bank of Hawaii | 7,033 | $3.70M | 0.20% | −35−0.5% | Reduced |
| Integrity Alliance, LLC. | 7,038 | $3.71M | 0.40% | +7,038 | New |
| BTG Pactual Asset Management US LLC | 7,045 | $3.71M | 0.48% | −209−2.9% | Reduced |
| Semmax Financial Advisors Inc. | 6,580 | $3.73M | 0.99% | −177−2.6% | Reduced |
| Old Second National Bank of Aurora | 7,086 | $3.73M | 0.85% | −141−2.0% | Reduced |
| DRW Securities, LLC | 7,093 | $3.73M | 0.25% | +3,436+94.0% | Added |
| Cox Capital Mgt LLC | 7,104 | $3.74M | 2.40% | −37−0.5% | Reduced |
| Harold Davidson & Associates Inc. | 7,130 | $3.75M | 1.80% | +7,130 | New |
| Banco de Sabadell, S.A | 7,130 | $3.76M | 2.95% | +109+1.6% | Added |
| Invesco, LLC | 7,142 | $3.76M | 1.50% | −12−0.2% | Reduced |
| Prospect Hill Management, LLC | 7,150 | $3.76M | 1.66% | −250−3.4% | Reduced |
| Circle Wealth Management, LLC | 7,168 | $3.77M | 0.08% | −214−2.9% | Reduced |
| Archford Capital Strategies, LLC | 7,169 | $3.77M | 0.57% | +526+7.9% | Added |
| Hamilton Capital Partners Inc. | 7,170 | $3.78M | 0.28% | +600+9.1% | Added |
| Maia Wealth LLC | 6,898 | $3.78M | 0.81% | +655+10.5% | Added |
| Arjuna Capital | 7,175 | $3.78M | 1.01% | −190−2.6% | Reduced |