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 |
|---|---|---|---|---|---|
| Blackston Financial Advisory Group, LLC | 534 | $281.3K | 0.14% | +59+12.4% | Added |
| Glassy Mountain Advisors, Inc. | 535 | $281.7K | 0.10% | −23−4.1% | Reduced |
| YANKCOM Partnership | 535 | $281.7K | 0.15% | +535 | New |
| Cornell Pochily Investment Advisors, Inc. | 537 | $282.8K | 0.10% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 538 | $283.4K | 0.23% | +538 | New |
| Osborne Partners Capital Management, LLC | 539 | $283.6K | 0.02% | −175−24.5% | Reduced |
| Creative Financial Designs Inc | 539 | $283.9K | 0.02% | +28+5.5% | Added |
| Park Edge Advisors, LLC | 540 | $284.3K | 0.08% | −615−53.2% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 540 | $284.3K | 0.05% | −12−2.2% | Reduced |
| Motco | 541 | $284.9K | 0.03% | −2,036−79.0% | Reduced |
| Anb Bank | 542 | $285.4K | 0.13% | +542 | New |
| Meyer Handelman Co | 543 | $285.9K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 545 | $286.0K | 0.15% | +545 | New |
| Quest Partners LLC | 544 | $286.5K | 0.04% | −3,797−87.5% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 544 | $286.5K | 0.23% | −48−8.1% | Reduced |
| Legacy Bridge, LLC | 545 | $287.0K | 0.15% | 00.0% | Unchanged |
| Carrera Capital Advisors | 545 | $287.1K | 0.07% | +41+8.1% | Added |
| Dark Forest Capital Management LP | 548 | $288.6K | 0.04% | −2,787−83.6% | Reduced |
| Sutton Place Investors LLC | 548 | $288.6K | 0.17% | +41+8.1% | Added |
| Lafayette Investments, Inc. | 549 | $289.1K | 0.06% | +25+4.8% | Added |
| Garrett Wealth Advisory Group, LLC | 550 | $289.6K | 0.07% | +90+19.6% | Added |
| Financial Advisory Partners, LLC | 550 | $289.6K | 0.10% | 00.0% | Unchanged |
| Fulton Breakefield Broenniman LLC | 551 | $289.9K | 0.02% | +31+6.0% | Added |
| Oak Harbor Wealth Partners, LLC | 551 | $290.1K | 0.08% | −100−15.4% | Reduced |
| Financial & Tax Architects, LLC | 551 | $290.2K | 0.07% | +12+2.2% | Added |
| Nova Wealth Management, Inc. | 552 | $290.7K | 0.25% | +552 | New |
| Apeiron RIA LLC | 555 | $292.1K | 0.08% | +48+9.5% | Added |
| Barrett & Company, Inc. | 555 | $292.2K | 0.12% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 555 | $292.2K | 0.16% | +53+10.6% | Added |
| Millstone Evans Group, LLC | 558 | $293.8K | 0.20% | +558 | New |
| Marble Harbor Investment Counsel, LLC | 560 | $294.9K | 0.03% | −100−15.2% | Reduced |
| Payden & Rygel | 560 | $295.0K | 0.03% | 00.0% | Unchanged |
| VanderPol Investments L.L.C. | 561 | $295.4K | 0.65% | +50+9.8% | Added |
| N.E.W. Advisory Services LLC | 563 | $296.5K | 0.03% | −9−1.6% | Reduced |
| Coastwise Capital Group, LLC | 563 | $296.5K | 0.24% | +1+0.2% | Added |
| Main Street Research LLC | 564 | $296.8K | 0.02% | +44+8.5% | Added |
| Jackson Thornton Asset Management, LLC | 564 | $297.0K | 0.04% | +24+4.4% | Added |
| Darwin Advisors, LLC | 564 | $297.4K | 0.10% | −6−1.1% | Reduced |
| Centennial Bank | 565 | $297.5K | 0.14% | 00.0% | Unchanged |
| Bond & Devick Financial Network, Inc. | 603 | $297.8K | 0.13% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 566 | $298.0K | 0.10% | +15+2.7% | Added |
| Huntleigh Advisors, Inc. | 566 | $298.0K | 0.06% | +566 | New |
| Arcadia Investment Management Corp | 568 | $299.1K | 0.05% | −25−4.2% | Reduced |
| GPM Growth Investors, Inc. | 569 | $299.6K | 0.13% | +9+1.6% | Added |
| Prasad Wealth Partners, LLC | 572 | $301.3K | 0.10% | +572 | New |
| CLG LLC | 572 | $301.4K | 0.11% | +572 | New |
| Brown Shipley& Co Ltd | 573 | $301.7K | 0.15% | −253−30.6% | Reduced |
| MSH Capital Advisors LLC | 574 | $302.3K | 0.10% | −9−1.5% | Reduced |
| Founders Financial Securities LLC | 574 | $302.3K | 0.03% | +2+0.3% | Added |
| Marco Investment Management LLC | 575 | $302.8K | 0.03% | +41+7.7% | Added |
| Petros Family Wealth, LLC | 576 | $303.3K | 0.33% | +576 | New |
| von Borstel & Associates, Inc. | 578 | $304.0K | 0.12% | +7+1.2% | Added |
| New England Research & Management, Inc. | 580 | $305.0K | 0.16% | −10−1.7% | Reduced |
| Garner Asset Management Corp | 578 | $305.0K | 0.14% | 00.0% | Unchanged |
| Clune & Associates, Ltd. | 579 | $305.1K | 0.10% | +579 | New |
| Brueske Advisory Services, LLC | 582 | $306.5K | 0.27% | +582 | New |
| Highview Capital Management LLC | 586 | $308.6K | 0.12% | 00.0% | Unchanged |
| West Michigan Advisors, LLC | 587 | $309.1K | 0.09% | −6−1.0% | Reduced |
| Fortress Private Ledger, LLC | 588 | $309.6K | 0.19% | +588 | New |
| Monticello Wealth Management, LLC | 588 | $309.9K | 0.03% | +59+11.2% | Added |
| Frisch Financial Group, Inc. | 588 | $310.0K | 0.09% | −10−1.7% | Reduced |
| Watershed Private Wealth LLC | 589 | $310.1K | 0.12% | 00.0% | Unchanged |
| Founders Capital Management | 590 | $310.7K | 0.20% | −100−14.5% | Reduced |
| Sierra Ocean, LLC | 591 | $311.4K | 0.25% | +591 | New |
| Kathleen S. Wright Associates Inc. | 601 | $311.7K | 0.13% | 00.0% | Unchanged |
| WPG Advisers, LLC | 593 | $312.3K | 0.29% | +593 | New |
| Monograph Wealth Advisors, LLC | 593 | $312.3K | 0.04% | +593 | New |
| Acorn Creek Capital LLC | 594 | $312.8K | 0.16% | +34+6.1% | Added |
| Potomac Fund Management Inc | 594 | $312.9K | 0.02% | +594 | New |
| Titleist Asset Management, LLC | 596 | $313.9K | 0.04% | −78−11.6% | Reduced |
| Fortitude Family Office, LLC | 597 | $314.6K | 0.11% | −39−6.1% | Reduced |
| American Capital Advisory, LLC | 600 | $315.9K | 0.18% | 00.0% | Unchanged |
| Hoey Investments, Inc | 600 | $315.9K | 0.05% | +550+1,100.0% | Added |
| Thompson Siegel & Walmsley LLC | 600 | $316.0K | 0.00% | +50+9.1% | Added |
| Fusion Family Wealth LLC | 602 | $317.0K | 0.03% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 605 | $318.6K | 0.03% | +605 | New |
| Gilman Hill Asset Management, LLC | 607 | $319.6K | 0.06% | +18+3.1% | Added |
| Barings LLC | 607 | $319.6K | 0.01% | +48+8.6% | Added |
| Capital Advisory Group Advisory Services, LLC | 607 | $319.6K | 0.11% | +84+16.1% | Added |
| Hofer & Associates. Inc | 608 | $319.9K | 0.21% | +1+0.2% | Added |
| Element Pointe Advisors, LLC | 608 | $320.2K | 0.08% | 00.0% | Unchanged |
| Stage Harbor Financial, LLC | 609 | $320.7K | 0.28% | −33−5.1% | Reduced |
| Hickory Point Bank & Trust | 609 | $320.7K | 0.28% | +609 | New |
| RFG - Bristol Wealth Advisors, LLC | 609 | $320.9K | 0.11% | +609 | New |
| Genesee Capital Advisors, LLC | 610 | $321.1K | 0.15% | −25−3.9% | Reduced |
| Integral Investment Advisors, Inc. | 612 | $322.3K | 0.10% | −20−3.2% | Reduced |
| Kavar Capital Partners Group, LLC | 613 | $322.8K | 0.05% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 614 | $323.0K | 0.05% | +47+8.3% | Added |
| Raleigh Capital Management Inc. | 614 | $323.2K | 0.12% | +51+9.1% | Added |
| Wealthstream Advisors, Inc. | 614 | $323.4K | 0.06% | +27+4.6% | Added |
| Denver Wealth Management, Inc. | 615 | $324.0K | 0.15% | −18−2.8% | Reduced |
| ABLE Financial Group, LLC | 619 | $325.9K | 0.10% | −97−13.5% | Reduced |
| Vigilare Wealth Management | 620 | $326.5K | 0.13% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 624 | $328.6K | 0.13% | +32+5.4% | Added |
| Laurion Capital Management LP | 624 | $328.6K | 0.02% | +624 | New |
| Fund 1 Investments, LLC | 625 | $329.1K | 0.05% | +625 | New |
| Alpha Zero LLC | 625 | $329.1K | 0.25% | +625 | New |
| LongView Wealth Management | 627 | $330.2K | 0.10% | −23−3.5% | Reduced |
| Acorn Financial Advisory Services Inc | 628 | $330.5K | 0.05% | −1−0.2% | Reduced |
| Chicago Wealth Management, Inc. | 629 | $331.2K | 0.17% | −3−0.5% | Reduced |