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 |
|---|---|---|---|---|---|
| Perfromance Wealth Partners, LLC | 853 | $449.2K | 0.01% | −45−5.0% | Reduced |
| Davy Global Fund Management Ltd | 858 | $451.8K | 0.05% | −53−5.8% | Reduced |
| Vision Capital Management, Inc. | 859 | $452.3K | 0.07% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 860 | $452.9K | 0.05% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 860 | $452.9K | 0.01% | +664+338.8% | Added |
| Avantra Family Wealth, Inc. | 861 | $453.4K | 0.42% | +861 | New |
| Willner & Heller, LLC | 862 | $453.6K | 0.40% | +41+5.0% | Added |
| Fairtree Asset Management (Pty) Ltd | 864 | $455.0K | 0.44% | +864 | New |
| Milestone Asset Management, LLC | 864 | $455.0K | 0.10% | +95+12.4% | Added |
| David R. Rahn & Associates Inc. | 867 | $456.5K | 0.15% | 00.0% | Unchanged |
| Meriwether Wealth & Planning, LLC | 867 | $456.5K | 0.33% | +867 | New |
| Trilogy Capital Inc. | 867 | $456.5K | 0.02% | −26−2.9% | Reduced |
| Campbell Wealth Management | 868 | $457.0K | 0.04% | +279+47.4% | Added |
| RVW Wealth, LLC | 868 | $457.2K | 0.04% | −65−7.0% | Reduced |
| Braun-Bostich & Associates Inc. | 871 | $458.6K | 0.33% | +4+0.5% | Added |
| Financial Advisors Network, Inc. | 872 | $459.1K | 0.08% | +872 | New |
| Hudock, Inc. | 876 | $461.6K | 0.08% | −2−0.2% | Reduced |
| Lockerman Financial Group, Inc. | 877 | $461.8K | 0.79% | −1−0.1% | Reduced |
| Somerset Trust Co | 880 | $463.4K | 0.17% | −13−1.5% | Reduced |
| Compagnie Lombard Odier SCmA | 880 | $463.4K | 0.01% | +23+2.7% | Added |
| Altus Wealth Group LLC | 880 | $463.4K | 0.21% | +6+0.7% | Added |
| Mosley Wealth Management | 849 | $465.9K | 0.29% | +70+9.0% | Added |
| First Business Financial Services, Inc. | 885 | $466.0K | 0.05% | 00.0% | Unchanged |
| United Advisor Group, LLC | 888 | $467.6K | 0.09% | +34+4.0% | Added |
| Red Door Wealth Management, LLC | 888 | $467.8K | 0.07% | +255+40.3% | Added |
| Fortress Wealth Group, LLC | 830 | $468.3K | 0.22% | 00.0% | Unchanged |
| Umpqua Bank | 923 | $469.8K | 0.16% | +214+30.2% | Added |
| Causey Wealth LLC | 893 | $470.2K | 0.27% | +893 | New |
| Paces Ferry Wealth Advisors, LLC | 893 | $470.3K | 0.23% | +1+0.1% | Added |
| Granite Bay Wealth Management, LLC | 895 | $471.0K | 0.17% | 00.0% | Unchanged |
| Decker Retirement Planning Inc. | 895 | $471.3K | 0.27% | +895 | New |
| Heritage Oak Wealth Advisors LLC | 897 | $472.3K | 0.22% | −339−27.4% | Reduced |
| Townsend Asset Management Corp | 898 | $472.9K | 0.17% | 00.0% | Unchanged |
| Kanawha Capital Management LLC | 899 | $473.3K | 0.04% | −36−3.9% | Reduced |
| Park National Corp | 899 | $473.4K | 0.02% | −166−15.6% | Reduced |
| Level Wealth Management LLC | 900 | $473.9K | 0.33% | +900 | New |
| Alteri Wealth LLC | 901 | $474.7K | 0.13% | +901 | New |
| Illumine Investment Management, LLC | 902 | $475.0K | 0.39% | +902 | New |
| Norway Savings Bank | 904 | $476.0K | 0.26% | −145−13.8% | Reduced |
| Stonebridge Capital Advisors LLC | 907 | $477.6K | 0.04% | +33+3.8% | Added |
| Parcion Private Wealth LLC | 910 | $479.2K | 0.04% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 911 | $479.7K | 0.09% | +19+2.1% | Added |
| Edge Financial Advisors LLC | 913 | $480.9K | 0.43% | −4−0.4% | Reduced |
| Austin Private Wealth, LLC | 915 | $481.8K | 0.05% | +97+11.9% | Added |
| Retirement Planning Co of New England, Inc. | 920 | $484.7K | 0.24% | 00.0% | Unchanged |
| Motive Wealth Advisors | 925 | $487.1K | 0.26% | +95+11.4% | Added |
| Richards, Merrill & Peterson, Inc. | 927 | $488.2K | 0.26% | +927 | New |
| New Covenant Trust Company, N.A. | 934 | $490.9K | 0.49% | −3−0.3% | Reduced |
| Summit Financial Wealth Advisors, LLC | 872 | $491.8K | 0.10% | 00.0% | Unchanged |
| Eads & Heald Wealth Management | 934 | $492.0K | 0.24% | −8−0.8% | Reduced |
| Armstrong, Fleming & Moore, Inc | 936 | $493.0K | 0.30% | +160+20.6% | Added |
| Pennington Partners & Co., LLC | 937 | $493.6K | 0.24% | +937 | New |
| Consolidated Capital Management, LLC | 939 | $494.4K | 0.22% | +48+5.4% | Added |
| Paulson Wealth Management Inc. | 942 | $496.0K | 0.14% | −22−2.3% | Reduced |
| Saiph Capital, LLC | 944 | $497.2K | 0.23% | +76+8.8% | Added |
| Vivaldi Capital Management, LLC | 908 | $497.3K | 0.08% | +128+16.4% | Added |
| Arvest Bank Trust Division | 945 | $497.6K | 0.03% | +13+1.4% | Added |
| Liberty Wealth Management LLC | 945 | $497.7K | 0.08% | −1−0.1% | Reduced |
| Crestmont Private Wealth LLC | 948 | $499.2K | 0.22% | +36+3.9% | Added |
| Trustmark National Bank Trust Department | 948 | $499.2K | 0.04% | +318+50.5% | Added |
| BankPlus Trust Department | 953 | $501.8K | 0.16% | +953 | New |
| OneAscent Family Office, LLC | 954 | $502.0K | 0.91% | +954 | New |
| Scientech Research LLC | 954 | $502.3K | 0.14% | +460+93.1% | Added |
| Verum Partners LLC | 955 | $503.0K | 0.14% | +25+2.7% | Added |
| Gerber Kawasaki Wealth & Investment Management | 955 | $503.1K | 0.02% | +93+10.8% | Added |
| Stewardship Advisors, LLC | 956 | $503.4K | 0.14% | +107+12.6% | Added |
| Zullo Investment Group, Inc. | 958 | $504.6K | 0.20% | +12+1.3% | Added |
| Delta Accumulation, LLC | 1,023 | $505.2K | 3.15% | +1+0.1% | Added |
| Godshalk Welsh Capital Management, Inc. | 960 | $505.5K | 0.33% | 00.0% | Unchanged |
| Rothschild Capital Partners, LLC | 960 | $505.5K | 0.12% | +960 | New |
| Core Wealth Partners LLC | 963 | $507.1K | 0.29% | +251+35.3% | Added |
| Cheviot Value Management, LLC | 964 | $507.6K | 0.10% | −8−0.8% | Reduced |
| Abel Hall, LLC | 966 | $508.7K | 0.32% | +5+0.5% | Added |
| May Hill Capital, LLC | 967 | $509.2K | 0.20% | +967 | New |
| Capital Market Strategies LLC | 968 | $509.7K | 0.29% | 00.0% | Unchanged |
| Severin Investments, LLC | 970 | $510.6K | 0.51% | +970 | New |
| AdvisorShares Investments LLC | 971 | $511.3K | 0.10% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 971 | $511.4K | 0.21% | +26+2.8% | Added |
| Penn Davis McFarland Inc | 972 | $511.8K | 0.06% | −19−1.9% | Reduced |
| PFW Advisors LLC | 972 | $511.8K | 0.16% | +972 | New |
| Lee Danner & Bass Inc | 973 | $512.1K | 0.04% | +1+0.1% | Added |
| Rise Advisors, LLC | 974 | $513.0K | 0.25% | −9−0.9% | Reduced |
| Gillespie Robinson & Grimm Inc | 975 | $513.4K | 0.04% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 975 | $513.4K | 0.07% | +975 | New |
| Spectrum Wealth Advisory Group, LLC | 976 | $514.0K | 0.24% | −2−0.2% | Reduced |
| Intrua Financial, LLC | 976 | $514.0K | 0.08% | −6−0.6% | Reduced |
| Redwood Financial Network Corp | 979 | $515.5K | 0.38% | −10−1.0% | Reduced |
| Clear Point Advisors Inc. | 982 | $517.1K | 0.44% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 983 | $517.5K | 0.13% | +9+0.9% | Added |
| Baron Wealth Management LLC | 983 | $517.7K | 0.24% | +45+4.8% | Added |
| Fox Run Management, L.L.C. | 986 | $519.2K | 0.09% | +986 | New |
| Elevatus Welath Management | 990 | $521.1K | 0.18% | +296+42.7% | Added |
| Wellington Shields & Co., LLC | 991 | $521.8K | 0.16% | −100−9.2% | Reduced |
| Flagship Wealth Advisors, LLC | 991 | $521.8K | 0.31% | +991 | New |
| 111 Capital | 991 | $521.8K | 0.11% | +991 | New |
| Frederick Financial Consultants, LLC | 993 | $522.7K | 0.42% | +993 | New |
| Phillips Wealth Planners LLC | 1,036 | $522.8K | 0.52% | −23−2.2% | Reduced |
| Family Management Corp | 993 | $522.9K | 0.08% | +17+1.7% | Added |
| AGH Wealth Advisors, LLC | 993 | $522.9K | 0.48% | +993 | New |
| Dunhill Financial, LLC | 994 | $523.3K | 0.24% | −3,278−76.7% | Reduced |