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 |
|---|---|---|---|---|---|
| W.H. Cornerstone Investments Inc. | 740 | $389.6K | 0.26% | 00.0% | Unchanged |
| Claris Financial LLC | 740 | $389.6K | 0.26% | +740 | New |
| DecisionMap Wealth Management, LLC | 742 | $390.7K | 0.31% | +742 | New |
| Mayfair Advisory Group, LLC | 745 | $392.3K | 0.23% | −5−0.7% | Reduced |
| Turning Point Benefit Group, Inc. | 779 | $393.3K | 0.37% | +779 | New |
| GSG Advisors LLC | 748 | $393.9K | 0.12% | −12−1.6% | Reduced |
| Octavia Wealth Advisors, LLC | 749 | $394.4K | 0.05% | −50−6.3% | Reduced |
| Waters Parkerson & Co., LLC | 750 | $394.9K | 0.02% | −100−11.8% | Reduced |
| Merrion Investment Management Co, LLC | 750 | $394.9K | 0.27% | 00.0% | Unchanged |
| Sentinel Trust Co Lba | 751 | $395.0K | 0.05% | +751 | New |
| Gemmer Asset Management LLC | 757 | $398.6K | 0.04% | −259−25.5% | Reduced |
| Traynor Capital Management, Inc. | 757 | $398.7K | 0.03% | +292+62.8% | Added |
| First Financial Group Corp | 759 | $400.0K | 0.44% | +759 | New |
| Caldwell Sutter Capital, Inc. | 760 | $400.2K | 0.19% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 760 | $400.2K | 0.15% | +13+1.7% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 764 | $402.5K | 0.09% | −12−1.5% | Reduced |
| Baldwin Brothers Inc | 765 | $402.8K | 0.03% | −64−7.7% | Reduced |
| GDS Wealth Management | 765 | $402.8K | 0.04% | +24+3.2% | Added |
| Mason & Associates Inc | 765 | $403.0K | 0.09% | +16+2.1% | Added |
| Apollon Financial, LLC | 769 | $404.7K | 0.10% | +225+41.4% | Added |
| Noesis Capital Mangement Corp | 769 | $404.9K | 0.08% | 00.0% | Unchanged |
| PBMares Wealth Management LLC | 769 | $404.9K | 0.08% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 770 | $405.4K | 0.06% | +297+62.8% | Added |
| Millennium Capital Advisors, LLC | 771 | $405.8K | 0.28% | 00.0% | Unchanged |
| Transcendent Capital Group LLC | 771 | $406.0K | 0.21% | +316+69.5% | Added |
| M1 Capital Management LLC | 771 | $406.0K | 0.22% | +771 | New |
| Integrated Capital Management, LLC | 770 | $406.0K | 0.22% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 772 | $406.5K | 0.22% | +65+9.2% | Added |
| Riverview Trust Co | 772 | $406.5K | 0.37% | +2+0.3% | Added |
| Cherrydale Wealth Management, LLC | 772 | $406.8K | 0.16% | +6+0.8% | Added |
| JFS Wealth Advisors, LLC | 773 | $407.0K | 0.03% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 775 | $408.1K | 0.27% | 00.0% | Unchanged |
| Morton Capital Management LLC | 776 | $408.8K | 0.08% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 778 | $409.8K | 0.06% | +9+1.2% | Added |
| Colonial River Wealth Management, LLC | 781 | $411.3K | 0.20% | +25+3.3% | Added |
| Harbor Group, Inc. | 781 | $411.3K | 0.09% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 784 | $412.8K | 0.14% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 785 | $413.4K | 0.30% | +785 | New |
| Crown Wealth Group, LLC | 787 | $414.4K | 0.17% | +37+4.9% | Added |
| HHM Wealth Advisors, LLC | 789 | $415.3K | 0.06% | +45+6.0% | Added |
| Catalyst Private Wealth, LLC | 789 | $415.5K | 0.18% | 00.0% | Unchanged |
| Code Waechter LLC | 792 | $417.1K | 0.36% | −113−12.5% | Reduced |
| Insight Advisors, LLC | 795 | $418.1K | 0.07% | +48+6.4% | Added |
| Fortis Advisors, LLC | 796 | $419.1K | 0.28% | 00.0% | Unchanged |
| Sage Private Wealth Group, LLC | 796 | $419.6K | 0.31% | −22−2.7% | Reduced |
| AA Financial Advisors, LLC | 797 | $419.7K | 0.11% | −15−1.8% | Reduced |
| Armis Advisers, LLC | 797 | $419.8K | 0.05% | +797 | New |
| United Bank | 800 | $421.3K | 0.05% | −5−0.6% | Reduced |
| North Ridge Wealth Advisors, Inc. | 800 | $421.3K | 0.29% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 800 | $421.3K | 0.13% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 800 | $421.5K | 0.42% | +1+0.1% | Added |
| Investment Management Corp | 800 | $421.5K | 0.38% | +800 | New |
| Brady Martz Wealth Solutions, LLC | 829 | $422.2K | 0.10% | +829 | New |
| Phillips Financial Management, LLC | 802 | $422.3K | 0.03% | +51+6.8% | Added |
| Kohmann Bosshard Financial Services, LLC | 804 | $423.4K | 0.05% | −410−33.8% | Reduced |
| Israel Discount Bank of New York | 806 | $424.4K | 0.31% | 00.0% | Unchanged |
| Orgel Wealth Management, LLC | 808 | $425.5K | 0.01% | +7+0.9% | Added |
| Sigma Investment Counselors Inc | 808 | $425.5K | 0.02% | 00.0% | Unchanged |
| Benin Management CORP | 809 | $426.0K | 0.12% | 00.0% | Unchanged |
| Tuttle Tactical Management | 809 | $426.0K | 2.19% | +208+34.6% | Added |
| Souders Financial Advisors | 809 | $426.1K | 0.06% | +809 | New |
| Advisors Preferred, LLC | 817 | $426.8K | 0.07% | −262−24.3% | Reduced |
| Community Financial Services Group, LLC | 812 | $427.6K | 0.08% | −57−6.6% | Reduced |
| Fedenia Advisers LLC | 812 | $427.6K | 0.25% | +812 | New |
| Capstone Financial Advisors, Inc. | 815 | $429.0K | 0.03% | +6+0.7% | Added |
| Echo45 Advisors LLC | 824 | $429.6K | 0.28% | +29+3.6% | Added |
| Northstar Group, Inc. | 816 | $429.7K | 0.07% | +90+12.4% | Added |
| Triasima Portfolio Management inc. | 816 | $429.7K | 0.08% | +816 | New |
| Dominguez Wealth Management Solutions, Inc. | 821 | $432.2K | 0.32% | +34+4.3% | Added |
| Oldfather Financial Services, LLC | 821 | $432.3K | 0.16% | −6−0.7% | Reduced |
| Plante Moran Financial Advisors, LLC | 821 | $432.4K | 0.04% | +21+2.6% | Added |
| Elgethun Capital Management | 822 | $432.6K | 0.11% | +66+8.7% | Added |
| Woodward Diversified Capital, LLC | 822 | $432.8K | 0.32% | −102−11.0% | Reduced |
| BCS Wealth Management | 823 | $433.0K | 0.11% | −35−4.1% | Reduced |
| Cascade Investment Group, Inc. | 823 | $433.4K | 0.31% | −22−2.6% | Reduced |
| Walkner Condon Financial Advisors LLC | 824 | $433.9K | 0.09% | +57+7.4% | Added |
| Cohen & Steers, Inc. | 825 | $434.0K | 0.00% | +40+5.1% | Added |
| Global Assets Advisory, LLC | 831 | $434.1K | 0.24% | −1,012−54.9% | Reduced |
| Drake & Associates, LLC | 772 | $434.6K | 0.12% | −61−7.3% | Reduced |
| Chemung Canal Trust Co | 826 | $434.9K | 0.09% | 00.0% | Unchanged |
| Wagner Wealth Management, LLC | 826 | $435.1K | 0.11% | +61+8.0% | Added |
| Encompass More Asset Management | 828 | $436.3K | 0.14% | −54−6.1% | Reduced |
| Aletheian Wealth Advisors LLC | 829 | $436.5K | 0.26% | +53+6.8% | Added |
| Private Client Services, LLC | 832 | $437.9K | 0.24% | +52+6.7% | Added |
| Pinnacle Bancorp, Inc. | 832 | $438.1K | 0.14% | 00.0% | Unchanged |
| Hamel Associates, Inc. | 834 | $439.2K | 0.14% | 00.0% | Unchanged |
| Magnolia Private Wealth, LLC | 835 | $439.7K | 0.39% | +835 | New |
| Promethium Advisors,llc | 835 | $439.7K | 0.30% | +8+1.0% | Added |
| Heritage Investment Group, Inc. | 835 | $439.7K | 0.08% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 835 | $439.8K | 0.22% | +10+1.2% | Added |
| Tiemann Investment Advisors, LLC | 837 | $440.7K | 0.20% | +10+1.2% | Added |
| Betterment LLC | 837 | $441.0K | 0.00% | +12+1.5% | Added |
| Tempus Wealth Planning, LLC | 841 | $442.9K | 0.14% | +55+7.0% | Added |
| Old North State Wealth Management, LLC | 841 | $444.2K | 0.25% | +67+8.7% | Added |
| BlackDiamond Wealth Management Inc. | 846 | $445.5K | 0.26% | +19+2.3% | Added |
| PUREfi Wealth, LLC | 848 | $446.7K | 0.44% | +848 | New |
| Cooper Capital Advisors LLC | 848 | $446.7K | 0.46% | +848 | New |
| Financial Council Asset Management Inc | 849 | $447.1K | 0.23% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 851 | $447.9K | 0.34% | +10+1.2% | Added |
| First Financial Corp | 852 | $448.6K | 0.21% | −6−0.7% | Reduced |