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 |
|---|---|---|---|---|---|
| Tyche Wealth Partners LLC | 9,002 | $4.74M | 1.00% | +1,528+20.4% | Added |
| In-Depth Partners, LLC | 9,025 | $4.75M | 5.04% | +307+3.5% | Added |
| Violich Capital Management, Inc. | 9,043 | $4.76M | 0.62% | +5,508+155.8% | Added |
| Bremer Bank National Association | 9,056 | $4.77M | 0.94% | −33−0.4% | Reduced |
| Interval Partners, LP | 9,080 | $4.78M | 0.12% | −1,535−14.5% | Reduced |
| North Star Investment Management Corp. | 9,089 | $4.79M | 0.33% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 9,112 | $4.79M | 0.49% | +1,454+19.0% | Added |
| Silphium Asset Management Ltd | 9,111 | $4.80M | 1.75% | +1,002+12.4% | Added |
| Moody National Bank Trust Division | 9,136 | $4.81M | 0.50% | −331−3.5% | Reduced |
| Tranquility Partners, LLC | 9,115 | $4.81M | 1.81% | −178−1.9% | Reduced |
| Gryphon Financial Partners LLC | 9,163 | $4.82M | 0.69% | +47+0.5% | Added |
| Flagship Harbor Advisors, LLC | 9,191 | $4.84M | 0.25% | −45−0.5% | Reduced |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 9,235 | $4.85M | 1.93% | −2,540−21.6% | Reduced |
| Alliance Wealth Advisors, LLC | 9,224 | $4.86M | 1.25% | −812−8.1% | Reduced |
| Anchor Investment Management, LLC | 9,224 | $4.86M | 0.45% | −121−1.3% | Reduced |
| Grandfield & Dodd, LLC | 9,239 | $4.86M | 0.30% | −405−4.2% | Reduced |
| Sava Infond d.o.o. | 9,245 | $4.87M | 0.86% | +9,245 | New |
| Farmers National Bank | 9,251 | $4.87M | 1.42% | +9,251 | New |
| Fairhaven Wealth Management, LLC | 9,255 | $4.87M | 1.52% | +27+0.3% | Added |
| DSG Capital Advisors, LLC | 9,279 | $4.89M | 0.89% | +9,279 | New |
| Bretton Capital Management, LLC | 9,380 | $4.94M | 4.75% | 00.0% | Unchanged |
| Grove Bank & Trust | 9,390 | $4.94M | 0.69% | +418+4.7% | Added |
| Aster Capital Management (DIFC) Ltd | 9,457 | $4.98M | 1.90% | +1,768+23.0% | Added |
| Harbour Investments, Inc. | 9,459 | $4.98M | 0.14% | −108−1.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,494 | $5.00M | 0.28% | −16−0.2% | Reduced |
| Leelyn Smith, LLC | 9,506 | $5.01M | 0.89% | −31−0.3% | Reduced |
| Galvin, Gaustad & Stein, LLC | 9,533 | $5.02M | 0.45% | −81−0.8% | Reduced |
| RB Capital Management, LLC | 9,540 | $5.02M | 1.17% | +183+2.0% | Added |
| BBR Partners, LLC | 9,540 | $5.02M | 0.35% | −105−1.1% | Reduced |
| Private Wealth Partners, LLC | 9,559 | $5.03M | 0.39% | +1,149+13.7% | Added |
| Concentric Capital Strategies, LP | 9,566 | $5.04M | 0.32% | −1,791−15.8% | Reduced |
| Bank Ozk | 9,574 | $5.04M | 2.09% | +89+0.9% | Added |
| Sigma Planning Corp | 9,575 | $5.04M | 0.16% | −23−0.2% | Reduced |
| Processus Wealth & Capital Management, LLC | 9,614 | $5.06M | 4.03% | −104−1.1% | Reduced |
| Greenline Partners, LLC | 9,633 | $5.07M | 0.71% | 00.0% | Unchanged |
| CX Institutional | 9,633 | $5.07M | 0.20% | +592+6.5% | Added |
| Institute for Wealth Management, LLC. | 9,648 | $5.08M | 0.64% | −99−1.0% | Reduced |
| Wambolt & Associates, LLC | 9,693 | $5.10M | 1.63% | −1,512−13.5% | Reduced |
| Elefante Mark B | 9,703 | $5.11M | 4.67% | +9,703 | New |
| Cornerstone Advisory, LLC | 9,090 | $5.13M | 0.58% | −214−2.3% | Reduced |
| Summit X, LLC | 9,755 | $5.14M | 1.14% | −236−2.4% | Reduced |
| Trust Asset Management LLC | 9,761 | $5.14M | 0.40% | 00.0% | Unchanged |
| Gladstone Institutional Advisory LLC | 9,804 | $5.16M | 0.24% | +736+8.1% | Added |
| Private Trust Co NA | 9,826 | $5.17M | 0.53% | −1,280−11.5% | Reduced |
| Mirova | 9,828 | $5.18M | 0.89% | −2,324−19.1% | Reduced |
| Moneta Group Investment Advisors LLC | 9,861 | $5.19M | 0.07% | +855+9.5% | Added |
| AlTi Global, Inc. | 9,870 | $5.19M | 0.13% | −361−3.5% | Reduced |
| Martin Capital Advisors, LLP | 9,869 | $5.20M | 3.35% | +341+3.6% | Added |
| Richard Bernstein Advisors LLC | 9,870 | $5.20M | 0.12% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 9,877 | $5.20M | 1.19% | +788+8.7% | Added |
| Jasper Ridge Partners, L.P. | 9,879 | $5.20M | 0.16% | +8+0.1% | Added |
| L.M. Kohn & Company | 9,889 | $5.21M | 1.35% | −231−2.3% | Reduced |
| Cyndeo Wealth Partners, LLC | 9,896 | $5.21M | 0.35% | +164+1.7% | Added |
| Leonteq Securities AG | 9,918 | $5.22M | 0.51% | +1,388+16.3% | Added |
| Wedmont Private Capital | 10,368 | $5.23M | 0.28% | +854+9.0% | Added |
| Northeast Financial Consultants Inc | 9,962 | $5.25M | 0.22% | +18+0.2% | Added |
| Channing Global Advisors, LLC | 9,988 | $5.26M | 3.50% | +3,019+43.3% | Added |
| Winmill & Co. Inc | 10,000 | $5.27M | 1.70% | 00.0% | Unchanged |
| Hikari Power Ltd | 10,000 | $5.27M | 0.45% | 00.0% | Unchanged |
| Diversify Wealth Management, LLC | 10,453 | $5.28M | 0.41% | +2,406+29.9% | Added |
| Chicago Partners Investment Group LLC | 10,234 | $5.28M | 0.18% | −49−0.5% | Reduced |
| NorthRock Partners, LLC | 10,046 | $5.29M | 0.17% | −795−7.3% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,048 | $5.29M | 0.21% | +3,216+47.1% | Added |
| Schechter Investment Advisors, LLC | 10,053 | $5.29M | 0.41% | −500−4.7% | Reduced |
| Jain Global LLC | 10,112 | $5.32M | 0.16% | +10,112 | New |
| Winton Group Ltd | 10,158 | $5.35M | 0.36% | +10,158 | New |
| Ameritas Advisory Services, LLC | 10,180 | $5.36M | 0.19% | +3,536+53.2% | Added |
| S&CO Inc | 10,201 | $5.37M | 0.36% | +190+1.9% | Added |
| BOK Financial Private Wealth, Inc. | 10,214 | $5.38M | 0.39% | −609−5.6% | Reduced |
| ICW Investment Advisors LLC | 10,214 | $5.38M | 2.24% | +15+0.1% | Added |
| K.J. Harrison & Partners Inc | 10,358 | $5.41M | 0.85% | +35+0.3% | Added |
| Agf Management Ltd | 10,296 | $5.42M | 0.03% | −209−2.0% | Reduced |
| Fairview Capital Investment Management, LLC | 10,326 | $5.44M | 0.28% | −342−3.2% | Reduced |
| Artemis Investment Management LLP | 10,329 | $5.44M | 0.08% | +1,061+11.4% | Added |
| Portfolio Design Labs, LLC | 10,350 | $5.45M | 1.12% | +2,792+36.9% | Added |
| NovaPoint Capital, LLC | 10,353 | $5.45M | 1.66% | +234+2.3% | Added |
| Dynasty Wealth Management, LLC | 10,361 | $5.46M | 0.09% | +471+4.8% | Added |
| Prospera Financial Services Inc | 10,354 | $5.46M | 0.13% | +263+2.6% | Added |
| Reuter James Wealth Management, LLC | 10,376 | $5.46M | 1.01% | −299−2.8% | Reduced |
| Cloverfields Capital Group, LP | 10,377 | $5.46M | 1.76% | −25−0.2% | Reduced |
| Globeflex Capital L P | 10,401 | $5.48M | 0.46% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 10,435 | $5.50M | 0.06% | +8,788+533.6% | Added |
| Princeton Capital Management LLC | 10,436 | $5.50M | 1.70% | −23−0.2% | Reduced |
| Aviance Capital Partners, LLC | 10,442 | $5.50M | 0.76% | +215+2.1% | Added |
| Capital Investment Advisors, LLC | 10,447 | $5.50M | 0.11% | +1,696+19.4% | Added |
| Quadrant Capital Group LLC | 10,448 | $5.50M | 0.38% | +8+0.1% | Added |
| IHT Wealth Management, LLC | 10,455 | $5.51M | 0.18% | −1,496−12.5% | Reduced |
| Ossiam | 10,463 | $5.51M | 0.10% | +9,478+962.2% | Added |
| Soltis Investment Advisors LLC | 10,470 | $5.51M | 0.51% | −3,949−27.4% | Reduced |
| Azzad Asset Management Inc | 10,475 | $5.52M | 1.06% | +89+0.9% | Added |
| Reliant Investment Management, LLC | 10,494 | $5.53M | 2.44% | +255+2.5% | Added |
| Aft, Forsyth & Company, Inc. | 10,510 | $5.53M | 2.72% | −143−1.3% | Reduced |
| Modera Wealth Management, LLC | 10,535 | $5.55M | 0.07% | +20+0.2% | Added |
| Susquehanna Fundamental Investments, LLC | 10,569 | $5.57M | 0.09% | +10,569 | New |
| Ascent Wealth Partners, LLC | 10,602 | $5.58M | 0.75% | +692+7.0% | Added |
| One Capital Management, LLC | 10,611 | $5.59M | 0.18% | −1,270−10.7% | Reduced |
| Insigneo Advisory Services, LLC | 10,615 | $5.59M | 0.58% | −1,836−14.7% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,648 | $5.61M | 0.21% | −1,377−11.5% | Reduced |
| Qtron Investments LLC | 10,680 | $5.62M | 0.79% | −685−6.0% | Reduced |
| San Luis Wealth Advisors LLC | 10,686 | $5.63M | 1.07% | +1,404+15.1% | Added |