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 11 sales; 3,634 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 | 3,634 | $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 |
|---|---|---|---|---|---|
| Iron Horse Wealth Management, LLC | 404 | $212.6K | 0.07% | +1+0.2% | Added |
| Lutz Financial Services LLC | 404 | $212.7K | 0.02% | +404 | New |
| Kondo Wealth Advisors, Inc. | 405 | $213.3K | 0.11% | +405 | New |
| Maxele Advisors, LLC | 405 | $213.3K | 0.20% | +405 | New |
| Mountain Capital Investment Advisors, Inc | 407 | $213.7K | 0.04% | −5−1.2% | Reduced |
| SilverOak Wealth Management LLC | 407 | $214.3K | 0.05% | +407 | New |
| Instrumental Wealth, LLC | 385 | $214.8K | 0.20% | +385 | New |
| Foguth Wealth Management, LLC. | 403 | $214.8K | 0.06% | −11−2.7% | Reduced |
| Marex Group plc | 408 | $214.8K | 0.00% | −57,771−99.3% | Reduced |
| Nations Financial Group Inc, | 408 | $214.8K | 0.02% | −5,208−92.7% | Reduced |
| Kera Capital Partners, Inc. | 408 | $214.8K | 0.06% | +408 | New |
| Skyline Advisors, Inc. | 409 | $215.4K | 0.08% | −4−1.0% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 409 | $215.4K | 0.02% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 409 | $215.4K | 0.11% | 00.0% | Unchanged |
| Custos Family Office, LLC | 410 | $215.6K | 0.08% | +410 | New |
| St. Louis Trust Co | 410 | $215.9K | 0.03% | 00.0% | Unchanged |
| Finivi Inc. | 411 | $216.4K | 0.17% | −27−6.2% | Reduced |
| Everest Management Corp. | 411 | $216.4K | 0.19% | +411 | New |
| Ables, Iannone, Moore & Associates, Inc. | 412 | $216.9K | 0.13% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 412 | $217.0K | 0.19% | +412 | New |
| Mirador Capital Partners LP | 412 | $217.1K | 0.04% | +412 | New |
| Syverson Strege & Co | 412 | $217.1K | 0.07% | +412 | New |
| Oliver Luxxe Assets LLC | 441 | $217.8K | 0.04% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 414 | $218.0K | 0.09% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 414 | $218.0K | 0.07% | +414 | New |
| Beacon Capital Management, LLC | 414 | $218.2K | 0.03% | −57−12.1% | Reduced |
| Financial Security Advisor, Inc. | 415 | $218.4K | 0.06% | −9−2.1% | Reduced |
| Yeomans Consulting Group, Inc. | 415 | $218.5K | 0.08% | −23−5.3% | Reduced |
| Tower Wealth Partners, Inc. | 415 | $218.5K | 0.11% | +415 | New |
| Beacon Financial Advisory LLC | 415 | $218.8K | 0.07% | +415 | New |
| Vaughan David Investments LLC | 416 | $219.0K | 0.01% | −5−1.2% | Reduced |
| Falcon Wealth Planning | 417 | $219.6K | 0.02% | −36−7.9% | Reduced |
| Columbia Asset Management | 417 | $219.7K | 0.04% | −349−45.6% | Reduced |
| Johnson Bixby & Associates, LLC | 418 | $220.1K | 0.03% | 00.0% | Unchanged |
| KWMG, LLC | 421 | $221.7K | 0.02% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 422 | $222.0K | 0.04% | +422 | New |
| Brave Warrior Advisors, LLC | 422 | $222.2K | 0.01% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 422 | $222.2K | 0.02% | +50+13.4% | Added |
| Ellsworth Advisors, LLC | 424 | $223.5K | 0.06% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 425 | $224.0K | 0.11% | −72−14.5% | Reduced |
| Facet Wealth, Inc. | 399 | $224.5K | 0.01% | −148−27.1% | Reduced |
| Rainier Family Wealth Inc | 427 | $224.8K | 0.27% | +427 | New |
| Financial Advisory Corp | 428 | $225.0K | 0.08% | +428 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 428 | $225.4K | 0.13% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 430 | $226.2K | 0.12% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 431 | $227.0K | 0.09% | −60−12.2% | Reduced |
| Bell Investment Advisors, Inc | 431 | $227.0K | 0.04% | −12−2.7% | Reduced |
| West Paces Advisors Inc. | 433 | $228.1K | 0.06% | 00.0% | Unchanged |
| Fca Corp | 434 | $228.5K | 0.07% | −9−2.0% | Reduced |
| Tobias Financial Advisors, Inc. | 434 | $228.5K | 0.05% | +28+6.9% | Added |
| Cabot Wealth Management Inc | 435 | $229.1K | 0.03% | 00.0% | Unchanged |
| Cooper/Haims Advisors, LLC | 435 | $229.1K | 0.13% | 00.0% | Unchanged |
| PCG Asset Management, LLC | 435 | $229.1K | 0.20% | +435 | New |
| Stillwater Wealth Management Group | 436 | $229.6K | 0.21% | +436 | New |
| TRUE Private Wealth Advisors | 440 | $231.7K | 0.03% | +22+5.3% | Added |
| Probity Advisors, Inc. | 440 | $231.9K | 0.04% | +440 | New |
| Pineridge Advisors LLC | 440 | $231.9K | 0.09% | +58+15.2% | Added |
| Opus Capital Group, LLC | 440 | $232.0K | 0.03% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 441 | $232.0K | 0.13% | +2+0.5% | Added |
| Truepoint, Inc. | 441 | $232.2K | 0.01% | +441 | New |
| Castle Wealth Management LLC | 441 | $232.2K | 0.09% | −57−11.4% | Reduced |
| Financial Enhancement Group LLC | 460 | $232.3K | 0.04% | −68−12.9% | Reduced |
| Granite Group Advisors, LLC | 444 | $233.8K | 0.15% | −12−2.6% | Reduced |
| RNC Capital Management LLC | 445 | $234.5K | 0.01% | −45−9.2% | Reduced |
| ZEGA Investments, LLC | 440 | $234.7K | 0.07% | +440 | New |
| O'Dell Group, LLC | 447 | $235.3K | 0.05% | −100−18.3% | Reduced |
| Vista Cima Wealth Management LLC | 448 | $235.9K | 0.25% | +448 | New |
| Centennial Wealth Advisory LLC | 448 | $235.9K | 0.09% | −6−1.3% | Reduced |
| Lynx Capital Group Ltd | 450 | $237.0K | 0.14% | −100−18.2% | Reduced |
| Fluent Financial, LLC | 450 | $237.0K | 0.10% | −25−5.3% | Reduced |
| Abacus Planning Group, Inc. | 450 | $237.0K | 0.04% | +4+0.9% | Added |
| Vision Financial Markets LLC | 450 | $237.0K | 0.26% | +450 | New |
| Abundance Wealth Counselors | 452 | $238.0K | 0.05% | +3+0.7% | Added |
| Pacific Center for Financial Services | 452 | $238.1K | 0.06% | 00.0% | Unchanged |
| Helium Advisors LLC | 454 | $238.8K | 0.19% | +454 | New |
| Seldon Capital LP | 454 | $239.1K | 0.10% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 455 | $239.6K | 0.05% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 456 | $240.1K | 0.13% | −267−36.9% | Reduced |
| Cape Ann Savings Bank | 456 | $240.1K | 0.14% | −130−22.2% | Reduced |
| REAP Financial Group, LLC | 457 | $240.6K | 0.06% | −29−6.0% | Reduced |
| Greenwich Wealth Management LLC | 458 | $241.0K | 0.02% | +4+0.9% | Added |
| Cladis Investment Advisory, LLC | 458 | $241.4K | 0.17% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 458 | $241.4K | 0.03% | +317+224.8% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 459 | $241.7K | 0.26% | −825−64.3% | Reduced |
| Hamilton Point Investment Advisors, LLC | 459 | $241.7K | 0.04% | +25+5.8% | Added |
| Wick Capital Partners, LLC | 459 | $241.7K | 0.07% | +459 | New |
| Evolution Wealth Advisors, LLC | 460 | $242.1K | 0.04% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 460 | $242.2K | 0.05% | −11−2.3% | Reduced |
| Bank of New Hampshire | 460 | $242.2K | 0.06% | 00.0% | Unchanged |
| Prospect Financial Group LLC | 461 | $242.7K | 0.30% | +461 | New |
| Greenwood Capital Associates LLC | 463 | $243.8K | 0.03% | −94−16.9% | Reduced |
| Carl P. Sherr & Co., LLC | 463 | $243.8K | 0.13% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 464 | $244.3K | 0.11% | +34+7.9% | Added |
| Whelan Financial | 464 | $244.4K | 0.10% | +464 | New |
| Mattern Wealth Management LLC | 465 | $244.9K | 0.05% | 00.0% | Unchanged |
| Bedell Frazier Investment Counseling, LLC | 465 | $244.9K | 0.06% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 479 | $245.0K | 0.10% | −8−1.6% | Reduced |
| Voisard Asset Management Group, Inc. | 466 | $245.4K | 0.08% | +1+0.2% | Added |
| Elser Financial Planning, Inc | 466 | $245.4K | 0.01% | +466 | New |
| Legacy Financial Strategies, LLC | 471 | $245.8K | 0.05% | +12+2.6% | Added |