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 |
|---|---|---|---|---|---|
| Old National Bancorp | 10,691 | $5.63M | 0.13% | +366+3.5% | Added |
| Aptus Capital Advisors, LLC | 10,695 | $5.63M | 0.07% | +3,962+58.8% | Added |
| ROI Financial Advisors, LLC | 10,700 | $5.63M | 3.84% | +49+0.5% | Added |
| Kennedy Investment Group | 10,703 | $5.64M | 2.55% | +7+0.1% | Added |
| BKD Wealth Advisors, LLC | 10,730 | $5.65M | 0.13% | −354−3.2% | Reduced |
| New Age Alpha Advisors, LLC | 10,736 | $5.65M | 0.23% | +10,696+26,740.0% | Added |
| Mayar Capital Ltd. | 10,742 | $5.66M | 7.41% | −1,464−12.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,757 | $5.66M | 0.41% | +324+3.1% | Added |
| Stanley-Laman Group, Ltd. | 10,767 | $5.67M | 0.80% | −1,080−9.1% | Reduced |
| Legacy Advisors, LLC | 10,792 | $5.68M | 0.55% | +544+5.3% | Added |
| Central Pacific Bank - Trust Division | 10,802 | $5.69M | 0.74% | −660−5.8% | Reduced |
| Spirepoint Private Client, LLC | 10,831 | $5.70M | 0.71% | +549+5.3% | Added |
| Berbice Capital Management LLC | 10,832 | $5.70M | 4.57% | +10,832 | New |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,848 | $5.71M | 0.84% | −10,848−50.0% | Reduced |
| Jupiter Wealth Management LLC | 10,861 | $5.72M | 2.87% | +399+3.8% | Added |
| Lake Street Advisors Group, LLC | 10,863 | $5.72M | 0.26% | +98+0.9% | Added |
| Natural Investments, LLC | 10,906 | $5.74M | 1.59% | +10,906 | New |
| Alphinity Investment Management Pty Ltd | 10,920 | $5.75M | 0.03% | +2,564+30.7% | Added |
| Peterson Wealth Management | 10,929 | $5.75M | 3.42% | +158+1.5% | Added |
| Chiron Investment Management, LLC | 10,933 | $5.76M | 1.92% | +7,896+260.0% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,964 | $5.77M | 1.38% | 00.0% | Unchanged |
| Alerus Financial NA | 10,959 | $5.77M | 0.44% | +2,474+29.2% | Added |
| Arkadios Wealth Advisors | 11,011 | $5.80M | 0.32% | −604−5.2% | Reduced |
| Fortis Capital Management LLC | 11,019 | $5.80M | 1.08% | +50+0.5% | Added |
| Private Advisory Group LLC | 11,036 | $5.81M | 0.65% | +1,256+12.8% | Added |
| Dempze Nancy E | 11,061 | $5.82M | 3.36% | −34−0.3% | Reduced |
| StoneX Group Inc. | 11,111 | $5.85M | 0.32% | +4,682+72.8% | Added |
| Yacktman Asset Management LP | 11,130 | $5.86M | 0.07% | 00.0% | Unchanged |
| Summit Financial, LLC | 11,135 | $5.86M | 0.21% | +1,665+17.6% | Added |
| Boit C F David | 11,140 | $5.87M | 2.96% | 00.0% | Unchanged |
| BFSG, LLC | 11,140 | $5.87M | 0.69% | +69+0.6% | Added |
| 1st Source Bank | 11,142 | $5.87M | 0.34% | −125−1.1% | Reduced |
| Keebeck Wealth Management, LLC | 11,150 | $5.87M | 0.85% | −45−0.4% | Reduced |
| Grafton Street Partners Fund, LP | 11,152 | $5.87M | 4.27% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 11,155 | $5.87M | 0.61% | +52+0.5% | Added |
| Massmutual Trust Co FSB | 11,176 | $5.88M | 0.17% | +136+1.2% | Added |
| Buckingham Strategic Partners | 11,176 | $5.89M | 0.10% | +1,035+10.2% | Added |
| Financial Counselors Inc | 11,210 | $5.90M | 0.09% | +494+4.6% | Added |
| Linden Thomas Advisory Services, LLC | 11,272 | $5.94M | 0.75% | +1,495+15.3% | Added |
| AXS Investments LLC | 11,280 | $5.94M | 1.65% | +84+0.8% | Added |
| Change Path, LLC | 11,329 | $5.97M | 0.18% | +1,546+15.8% | Added |
| Edmond de Rothschild Holding S.A. | 11,335 | $5.97M | 0.10% | +2,055+22.1% | Added |
| General Partner, Inc. | 11,353 | $5.98M | 3.60% | −700−5.8% | Reduced |
| AlpenGlobal Capital LLC | 11,445 | $6.03M | 3.92% | +11,445 | New |
| Advanced Asset Management Advisors Inc | 11,450 | $6.03M | 1.58% | 00.0% | Unchanged |
| BancorpSouth Bank | 11,485 | $6.05M | 0.41% | −159−1.4% | Reduced |
| Strategic Global Advisors, LLC | 11,506 | $6.06M | 1.11% | +478+4.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,549 | $6.08M | 0.03% | +2,330+25.3% | Added |
| Trust Co of Toledo NA | 11,575 | $6.10M | 0.80% | +474+4.3% | Added |
| Atomi Financial Group, Inc. | 11,579 | $6.10M | 0.31% | +2,517+27.8% | Added |
| River Wealth Advisors LLC | 11,601 | $6.11M | 0.81% | −110−0.9% | Reduced |
| Berkeley, Inc | 11,662 | $6.14M | 3.18% | −11,658−50.0% | Reduced |
| Exchange Traded Concepts, LLC | 11,667 | $6.14M | 0.13% | +3,778+47.9% | Added |
| Vista Investment Partners LLC | 11,723 | $6.17M | 1.93% | +94+0.8% | Added |
| Grimes & Company, Inc. | 11,726 | $6.17M | 0.18% | +60+0.5% | Added |
| Mather Group, LLC. | 11,792 | $6.21M | 0.08% | −888−7.0% | Reduced |
| Fairbanks Capital Management, Inc. | 11,824 | $6.23M | 3.88% | +151+1.3% | Added |
| Gifford Fong Associates | 11,829 | $6.23M | 1.53% | 00.0% | Unchanged |
| Capital Group Investment Management Pte. Ltd. | 11,847 | $6.24M | 1.19% | +483+4.3% | Added |
| Sargent Investment Group, LLC | 12,363 | $6.24M | 1.02% | +2,837+29.8% | Added |
| Avitas Wealth Management LLC | 11,911 | $6.27M | 0.87% | −122−1.0% | Reduced |
| First Hawaiian Bank | 11,959 | $6.30M | 0.20% | +2,255+23.2% | Added |
| Rench Wealth Management, Inc. | 11,964 | $6.30M | 2.15% | +359+3.1% | Added |
| Icon Advisers Inc | 11,965 | $6.30M | 1.42% | −1,350−10.1% | Reduced |
| Global Retirement Partners, LLC | 11,968 | $6.30M | 0.18% | +285+2.4% | Added |
| Western Wealth Management, LLC | 11,970 | $6.30M | 0.34% | +906+8.2% | Added |
| Mirabaud Asset Management Ltd | 11,996 | $6.30M | 2.93% | −1,333−10.0% | Reduced |
| E Fund Management Co., Ltd. | 11,980 | $6.31M | 0.32% | +4,166+53.3% | Added |
| Decatur Capital Management, Inc. | 12,004 | $6.32M | 2.88% | −182−1.5% | Reduced |
| Good Life Advisors, LLC | 12,098 | $6.37M | 0.46% | +747+6.6% | Added |
| MUFG Securities Americas Inc. | 12,100 | $6.37M | 0.81% | +12,100 | New |
| Carret Asset Management, LLC | 12,148 | $6.40M | 0.70% | −325−2.6% | Reduced |
| Farther Finance Advisors, LLC | 12,198 | $6.42M | 0.23% | −1,121−8.4% | Reduced |
| Karani Asset Management LLC | 12,248 | $6.45M | 6.02% | +12,248 | New |
| Balyasny Asset Management LLC | 12,252 | $6.45M | 0.02% | −120,154−90.7% | Reduced |
| Chickasaw Capital Management LLC | 12,283 | $6.47M | 0.26% | −32−0.3% | Reduced |
| American Trust | 12,285 | $6.47M | 0.49% | +1,128+10.1% | Added |
| Pinnacle Financial Partners Inc | 12,438 | $6.47M | 0.13% | +126+1.0% | Added |
| Deltec Asset Management LLC | 12,426 | $6.54M | 1.29% | −700−5.3% | Reduced |
| Meridian Wealth Management, LLC | 12,436 | $6.55M | 0.31% | +797+6.8% | Added |
| McDonough Capital Management, Inc | 12,456 | $6.56M | 4.06% | +455+3.8% | Added |
| KP Management LLC | 12,500 | $6.58M | 2.31% | 00.0% | Unchanged |
| GAMMA Investing LLC | 12,514 | $6.59M | 0.56% | +2,001+19.0% | Added |
| Kesler, Norman & Wride, LLC | 12,519 | $6.59M | 1.42% | +43+0.3% | Added |
| Aviso Financial Inc. | 12,564 | $6.62M | 0.33% | +41+0.3% | Added |
| R.H. Investment Group, LLC | 12,590 | $6.63M | 6.25% | +12,590 | New |
| Y.D. More Investments Ltd | 12,617 | $6.64M | 0.60% | +369+3.0% | Added |
| Profund Advisors LLC | 12,670 | $6.67M | 0.24% | −146−1.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 12,684 | $6.68M | 0.44% | +501+4.1% | Added |
| First National Bank of Omaha | 12,741 | $6.71M | 0.44% | −808−6.0% | Reduced |
| Denali Advisors LLC | 12,754 | $6.72M | 0.70% | +5,448+74.6% | Added |
| Dakota Wealth Management | 12,778 | $6.73M | 0.15% | +83+0.7% | Added |
| Connable Office Inc | 12,791 | $6.74M | 0.70% | −358−2.7% | Reduced |
| RFG Advisory, LLC | 12,802 | $6.74M | 0.19% | +902+7.6% | Added |
| Icon Wealth Advisors, LLC | 12,810 | $6.75M | 0.55% | −27−0.2% | Reduced |
| McHugh Group, LLC | 12,882 | $6.78M | 5.06% | +12,882 | New |
| Clearbridge Investments, LLC | 12,921 | $6.80M | 0.01% | +14+0.1% | Added |
| Capital Insight Partners, LLC | 12,931 | $6.81M | 1.18% | +431+3.4% | Added |
| Geneva Partners, LLC | 12,958 | $6.82M | 2.77% | +1,769+15.8% | Added |
| Leavell Investment Management, Inc. | 12,986 | $6.84M | 0.34% | −262−2.0% | Reduced |