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 |
|---|---|---|---|---|---|
| Mountain Pacific Investment Advisers Inc | 630 | $331.7K | 0.02% | −85−11.9% | Reduced |
| Quadrant Private Wealth Management, LLC | 630 | $331.7K | 0.08% | +85+15.6% | Added |
| Freedom Day Solutions, LLC | 631 | $332.2K | 0.10% | 00.0% | Unchanged |
| Accel Wealth Management | 632 | $332.8K | 0.13% | +55+9.5% | Added |
| WealthBridge Investment Counsel Inc. | 632 | $333.0K | 0.12% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 607 | $333.1K | 0.18% | +3+0.5% | Added |
| Mark Sheptoff Financial Planning, LLC | 635 | $334.4K | 0.18% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 635 | $334.4K | 0.04% | +30+5.0% | Added |
| Sound Income Strategies, LLC | 635 | $334.4K | 0.02% | +67+11.8% | Added |
| Sage Investment Counsel LLC | 635 | $334.5K | 0.44% | +635 | New |
| Impact Partnership Wealth, LLC | 635 | $334.5K | 0.07% | +635 | New |
| SNS Financial Group, LLC | 642 | $338.0K | 0.03% | −70−9.8% | Reduced |
| Leslie Global Wealth, LLC | 642 | $338.1K | 0.16% | +3+0.5% | Added |
| Grant Private Wealth Management Inc | 642 | $338.1K | 0.36% | +642 | New |
| Wealthcare Capital Partners, LLC | 642 | $338.1K | 0.18% | +642 | New |
| LeClair Wealth Partners LLC | 643 | $338.6K | 0.23% | +643 | New |
| Garden State Investment Advisory Services LLC | 645 | $340.2K | 0.10% | −10−1.5% | Reduced |
| Tranquilli Financial Advisor LLC | 646 | $340.2K | 0.22% | −26−3.9% | Reduced |
| Arlington Trust Co LLC | 647 | $340.7K | 0.07% | +31+5.0% | Added |
| Elyxium Wealth, LLC | 649 | $341.7K | 0.21% | −1,233−65.5% | Reduced |
| CSM Advisors, LLC | 651 | $342.0K | 0.02% | +161+32.9% | Added |
| Capital Performance Advisors LLP | 650 | $342.0K | 0.11% | −44−6.3% | Reduced |
| West Bancorporation Inc | 652 | $343.3K | 0.23% | +135+26.1% | Added |
| Invst, LLC | 654 | $344.4K | 0.04% | −6−0.9% | Reduced |
| Ascension Capital Advisors, Inc. | 655 | $344.9K | 0.15% | −345−34.5% | Reduced |
| Wealthquest Corp | 655 | $344.9K | 0.03% | +22+3.5% | Added |
| Nemes Rush Group LLC | 656 | $345.4K | 0.04% | +522+389.6% | Added |
| City State Bank | 657 | $346.0K | 0.12% | 00.0% | Unchanged |
| Ted Buchan & Co | 658 | $346.5K | 0.16% | −4−0.6% | Reduced |
| ERn Financial, LLC | 659 | $346.9K | 0.05% | +202+44.2% | Added |
| Fidelity D & D Bancorp Inc | 659 | $347.0K | 0.23% | +28+4.4% | Added |
| JNBA Financial Advisors | 661 | $348.1K | 0.04% | +2+0.3% | Added |
| Glass Jacobson Investment Advisors llc | 663 | $349.1K | 0.11% | +39+6.3% | Added |
| Adirondack Trust Co | 665 | $350.2K | 0.13% | +17+2.6% | Added |
| Ballast, Inc. | 668 | $351.7K | 0.10% | −10−1.5% | Reduced |
| Strategic Advocates LLC | 669 | $352.3K | 0.12% | −23−3.3% | Reduced |
| ORG Partners LLC | 669 | $353.1K | 0.05% | −6−0.9% | Reduced |
| Members Wealth LLC | 626 | $353.4K | 0.26% | +626 | New |
| Tennessee Valley Asset Management Partners | 673 | $354.2K | 0.06% | +91+15.6% | Added |
| Objective Capital Management, LLC | 674 | $354.9K | 0.24% | −263−28.1% | Reduced |
| Colonial Trust Advisors | 674 | $354.9K | 0.03% | −164−19.6% | Reduced |
| Emerald Advisors, LLC | 674 | $354.9K | 0.05% | +15+2.3% | Added |
| Intrinsic Value Partners, LLC | 675 | $355.4K | 0.36% | 00.0% | Unchanged |
| Vicus Capital | 676 | $355.9K | 0.03% | −136−16.7% | Reduced |
| Atlas Wealth Partners, LLC | 676 | $356.0K | 0.45% | −50−6.9% | Reduced |
| Founders Financial Alliance, LLC | 676 | $356.1K | 0.10% | +19+2.9% | Added |
| Retirement Planning Group | 677 | $356.3K | 0.02% | +30+4.6% | Added |
| Climber Capital SA | 678 | $356.6K | 0.29% | +678 | New |
| Brass Tax Wealth Management, Inc | 684 | $360.1K | 0.08% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 688 | $362.1K | 0.10% | +21+3.1% | Added |
| World Equity Group, Inc. | 688 | $362.3K | 0.08% | +688 | New |
| Bordeaux Wealth Advisors LLC | 689 | $362.8K | 0.06% | +145+26.7% | Added |
| apricus wealth, LLC | 689 | $362.8K | 0.24% | +165+31.5% | Added |
| Wealthedge Investment Advisors, LLC | 689 | $362.8K | 0.16% | +689 | New |
| Godsey & Gibb Associates | 691 | $363.9K | 0.04% | −30−4.2% | Reduced |
| Sandy Cove Advisors, LLC | 692 | $364.4K | 0.14% | +39+6.0% | Added |
| Greenwood Gearhart Inc | 692 | $364.5K | 0.03% | +692 | New |
| Victory Financial Group, LLC | 693 | $364.9K | 0.10% | +693 | New |
| Tamar Securities, LLC | 695 | $366.0K | 0.05% | −9−1.3% | Reduced |
| Berkeley Capital Partners, LLC | 696 | $366.5K | 0.10% | +44+6.7% | Added |
| Breakthru Advisory Services, LLC | 697 | $367.0K | 0.33% | +697 | New |
| Tower View Investment Management & Research LLC | 698 | $367.4K | 0.19% | +26+3.9% | Added |
| Glen Eagle Advisors, LLC | 698 | $367.6K | 0.06% | 00.0% | Unchanged |
| Belmont Capital, LLC | 700 | $368.6K | 0.06% | 00.0% | Unchanged |
| WS Portfolio Advisory, LLC | 700 | $368.6K | 1.50% | +700 | New |
| Accredited Investors Inc. | 700 | $368.6K | 0.02% | +11+1.6% | Added |
| Woodstock Corp | 705 | $371.2K | 0.04% | −18−2.5% | Reduced |
| Kaydan Wealth Management, Inc. | 705 | $371.2K | 0.12% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 713 | $372.2K | 0.14% | +140+24.4% | Added |
| Quilter Plc | 707 | $372.3K | 0.01% | −87−11.0% | Reduced |
| One Degree Advisors Inc | 661 | $373.0K | 0.15% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 709 | $373.4K | 0.38% | +709 | New |
| Investment Advisory Group, LLC | 710 | $374.0K | 0.13% | +15+2.2% | Added |
| Endowment Wealth Management, Inc. | 710 | $374.0K | 0.25% | −18−2.5% | Reduced |
| Xcel Wealth Management, LLC | 712 | $374.9K | 0.10% | −12−1.7% | Reduced |
| LVM Capital Management Ltd | 713 | $375.0K | 0.04% | +3+0.4% | Added |
| AIMZ Investment Advisors, LLC | 714 | $376.0K | 0.13% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 714 | $376.0K | 0.05% | −16−2.2% | Reduced |
| Axq Capital, LP | 715 | $376.5K | 0.17% | +715 | New |
| Cardinal Strategic Wealth Guidance | 716 | $377.0K | 0.12% | −36−4.8% | Reduced |
| Oberweis Asset Management Inc | 716 | $377.0K | 0.02% | −60−7.7% | Reduced |
| Stonekeep Investments, LLC | 717 | $377.6K | 0.28% | 00.0% | Unchanged |
| Trust Co of the South | 720 | $379.1K | 0.08% | −187−20.6% | Reduced |
| Crew Capital Management, Ltd. | 720 | $379.1K | 0.31% | 00.0% | Unchanged |
| KKM Financial LLC | 721 | $379.7K | 0.16% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 727 | $379.8K | 0.11% | −14−1.9% | Reduced |
| Allegheny Financial Group LTD | 721 | $380.0K | 0.10% | −213−22.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 724 | $381.2K | 0.15% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 725 | $381.8K | 0.06% | +725 | New |
| Watts Gwilliam & Co., LLC | 750 | $383.3K | 0.08% | +201+36.6% | Added |
| Taika Capital, LP | 730 | $384.4K | 0.29% | +730 | New |
| First National Bank | 732 | $385.4K | 0.26% | −4−0.5% | Reduced |
| Fountainhead AM, LLC | 733 | $386.0K | 0.07% | +209+39.9% | Added |
| Bienville Capital Management, LLC | 734 | $386.5K | 0.09% | 00.0% | Unchanged |
| Cynosure Management, LLC | 735 | $387.0K | 0.06% | −748−50.4% | Reduced |
| Covey Capital Advisors, LLC | 735 | $387.0K | 0.44% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 736 | $387.7K | 0.15% | +19+2.6% | Added |
| Verity Asset Management, Inc. | 738 | $388.6K | 0.22% | +15+2.1% | Added |
| Safeguard Investment Advisory Group, LLC | 739 | $389.0K | 0.11% | +101+15.8% | Added |
| Horan Capital Advisors, LLC. | 739 | $389.1K | 0.13% | 00.0% | Unchanged |