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
- 3,449
- +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
- 1,310 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 |
|---|---|---|---|---|---|
| Armstrong Henry H Associates Inc | 14,462 | $7.62M | 0.76% | −40−0.3% | Reduced |
| Ferguson Wellman Capital Management, Inc | 14,447 | $7.61M | 0.14% | −11−0.1% | Reduced |
| Moser Wealth Advisors, LLC | 14,440 | $7.60M | 3.96% | −205−1.4% | Reduced |
| Vantage Investment Partners, LLC | 14,301 | $7.53M | 0.66% | −1,094−7.1% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 14,287 | $7.52M | 2.74% | +14,287 | New |
| Stock Yards Bank & Trust Co | 14,271 | $7.51M | 0.26% | −1,847−11.5% | Reduced |
| Portside Wealth Group, LLC | 14,262 | $7.51M | 1.24% | −244−1.7% | Reduced |
| Mandatum Life Insurance Co Ltd | 14,249 | $7.50M | 2.22% | 00.0% | Unchanged |
| Welch & Forbes LLC | 14,241 | $7.50M | 0.10% | −1,030−6.7% | Reduced |
| De Burlo Group Inc | 14,142 | $7.45M | 0.99% | −800−5.4% | Reduced |
| Kennedy Capital Management, Inc. | 14,132 | $7.44M | 0.17% | −605−4.1% | Reduced |
| Marshall & Sullivan Inc | 14,124 | $7.44M | 3.63% | −237−1.7% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 14,101 | $7.43M | 0.88% | −1,001−6.6% | Reduced |
| Codex Capital Asset Management L.L.C. | 14,100 | $7.42M | 3.35% | 00.0% | Unchanged |
| Peachtree Investment Partners, LLC | 14,043 | $7.39M | 2.77% | −129−0.9% | Reduced |
| Eukles Asset Management | 14,008 | $7.38M | 3.14% | −904−6.1% | Reduced |
| Alcosta Capital Management, Inc. | 13,971 | $7.36M | 4.29% | +36+0.3% | Added |
| Peapack Gladstone Financial Corp | 13,891 | $7.31M | 0.11% | −866−5.9% | Reduced |
| Norden Group LLC | 13,889 | $7.31M | 0.83% | −203−1.4% | Reduced |
| Yarbrough Capital, LLC | 13,878 | $7.31M | 0.28% | 00.0% | Unchanged |
| Sabal Trust CO | 13,794 | $7.26M | 0.42% | +806+6.2% | Added |
| First National Advisers, LLC | 13,781 | $7.26M | 1.17% | +449+3.4% | Added |
| WSFS Capital Management, LLC | 13,744 | $7.24M | 0.39% | +975+7.6% | Added |
| Resources Investment Advisors, LLC. | 13,693 | $7.21M | 0.08% | −3,855−22.0% | Reduced |
| GLOBALT Investments LLC | 13,685 | $7.21M | 0.28% | −170−1.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 13,674 | $7.20M | 0.05% | −36,653−72.8% | Reduced |
| Quadrature Capital Ltd | 13,628 | $7.18M | 0.14% | +8,029+143.4% | Added |
| Natixis Investment Managers International | 13,627 | $7.18M | 0.55% | −734−5.1% | Reduced |
| Shorepoint Capital Partners LLC | 13,610 | $7.17M | 1.64% | −457−3.2% | Reduced |
| Citizens Financial Group Inc | 13,547 | $7.13M | 0.14% | +2,395+21.5% | Added |
| Elite Wealth Management, Inc. | 13,495 | $7.11M | 1.66% | −481−3.4% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,478 | $7.10M | 2.96% | +73+0.5% | Added |
| Saranac Partners Ltd | 13,469 | $7.09M | 3.92% | +13,469 | New |
| Parsons Capital Management Inc | 13,447 | $7.08M | 0.38% | −552−3.9% | Reduced |
| Lockheed Martin Investment Management Co | 13,430 | $7.07M | 0.28% | −180−1.3% | Reduced |
| Bridgewater Advisors Inc. | 13,721 | $6.98M | 0.73% | +20.0% | Added |
| CFO4Life Group, LLC | 13,244 | $6.97M | 1.23% | +95+0.7% | Added |
| WCG Wealth Advisors LLC | 13,229 | $6.97M | 0.46% | +410+3.2% | Added |
| Frank, Rimerman Advisors LLC | 13,184 | $6.94M | 0.50% | +150+1.2% | Added |
| GeoWealth Management, LLC | 13,139 | $6.92M | 0.23% | +1,476+12.7% | Added |
| Hixon Zuercher, LLC | 13,137 | $6.92M | 2.66% | +249+1.9% | Added |
| B&L Asset Management LLC | 13,094 | $6.89M | 4.37% | −425−3.1% | Reduced |
| SGL Investment Advisors, Inc. | 12,190 | $6.88M | 3.47% | +415+3.5% | Added |
| Thoroughbred Financial Services, LLC | 13,030 | $6.86M | 0.42% | +73+0.6% | Added |
| South Street Advisors LLC | 13,018 | $6.85M | 1.05% | −2,976−18.6% | Reduced |
| S.E.E.D. Planning Group LLC | 13,007 | $6.85M | 2.29% | −972−7.0% | Reduced |
| Alta Fox Capital Management, LLC | 13,000 | $6.85M | 2.44% | 00.0% | Unchanged |
| Investidor Profissional Gestao de Recursos Ltda. | 12,999 | $6.84M | 8.40% | −8,700−40.1% | Reduced |
| Little House Capital LLC | 12,996 | $6.84M | 1.96% | −203−1.5% | Reduced |
| Leavell Investment Management, Inc. | 12,986 | $6.84M | 0.34% | −262−2.0% | Reduced |
| Geneva Partners, LLC | 12,958 | $6.82M | 2.77% | +1,769+15.8% | Added |
| Capital Insight Partners, LLC | 12,931 | $6.81M | 1.18% | +431+3.4% | Added |
| Clearbridge Investments, LLC | 12,921 | $6.80M | 0.01% | +14+0.1% | Added |
| McHugh Group, LLC | 12,882 | $6.78M | 5.06% | +12,882 | New |
| Icon Wealth Advisors, LLC | 12,810 | $6.75M | 0.55% | −27−0.2% | Reduced |
| RFG Advisory, LLC | 12,802 | $6.74M | 0.19% | +902+7.6% | Added |
| Connable Office Inc | 12,791 | $6.74M | 0.70% | −358−2.7% | Reduced |
| Dakota Wealth Management | 12,778 | $6.73M | 0.15% | +83+0.7% | Added |
| Denali Advisors LLC | 12,754 | $6.72M | 0.70% | +5,448+74.6% | Added |
| First National Bank of Omaha | 12,741 | $6.71M | 0.44% | −808−6.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 12,684 | $6.68M | 0.44% | +501+4.1% | Added |
| Profund Advisors LLC | 12,670 | $6.67M | 0.24% | −146−1.1% | Reduced |
| Y.D. More Investments Ltd | 12,617 | $6.64M | 0.60% | +369+3.0% | Added |
| R.H. Investment Group, LLC | 12,590 | $6.63M | 6.25% | +12,590 | New |
| Aviso Financial Inc. | 12,564 | $6.62M | 0.33% | +41+0.3% | Added |
| Kesler, Norman & Wride, LLC | 12,519 | $6.59M | 1.42% | +43+0.3% | Added |
| GAMMA Investing LLC | 12,514 | $6.59M | 0.56% | +2,001+19.0% | Added |
| KP Management LLC | 12,500 | $6.58M | 2.31% | 00.0% | Unchanged |
| McDonough Capital Management, Inc | 12,456 | $6.56M | 4.06% | +455+3.8% | Added |
| Meridian Wealth Management, LLC | 12,436 | $6.55M | 0.31% | +797+6.8% | Added |
| Deltec Asset Management LLC | 12,426 | $6.54M | 1.29% | −700−5.3% | Reduced |
| Pinnacle Financial Partners Inc | 12,438 | $6.47M | 0.13% | +126+1.0% | Added |
| American Trust | 12,285 | $6.47M | 0.49% | +1,128+10.1% | Added |
| Chickasaw Capital Management LLC | 12,283 | $6.47M | 0.26% | −32−0.3% | Reduced |
| Balyasny Asset Management LLC | 12,252 | $6.45M | 0.02% | −120,154−90.7% | Reduced |
| Karani Asset Management LLC | 12,248 | $6.45M | 6.02% | +12,248 | New |
| Farther Finance Advisors, LLC | 12,198 | $6.42M | 0.23% | −1,121−8.4% | Reduced |
| Carret Asset Management, LLC | 12,148 | $6.40M | 0.70% | −325−2.6% | Reduced |
| MUFG Securities Americas Inc. | 12,100 | $6.37M | 0.81% | +12,100 | New |
| Good Life Advisors, LLC | 12,098 | $6.37M | 0.46% | +747+6.6% | Added |
| Decatur Capital Management, Inc. | 12,004 | $6.32M | 2.88% | −182−1.5% | Reduced |
| E Fund Management Co., Ltd. | 11,980 | $6.31M | 0.32% | +4,166+53.3% | Added |
| Mirabaud Asset Management Ltd | 11,996 | $6.30M | 2.93% | −1,333−10.0% | Reduced |
| Western Wealth Management, LLC | 11,970 | $6.30M | 0.34% | +906+8.2% | Added |
| Global Retirement Partners, LLC | 11,968 | $6.30M | 0.18% | +285+2.4% | Added |
| Icon Advisers Inc | 11,965 | $6.30M | 1.42% | −1,350−10.1% | Reduced |
| Rench Wealth Management, Inc. | 11,964 | $6.30M | 2.15% | +359+3.1% | Added |
| First Hawaiian Bank | 11,959 | $6.30M | 0.20% | +2,255+23.2% | Added |
| Avitas Wealth Management LLC | 11,911 | $6.27M | 0.87% | −122−1.0% | Reduced |
| Sargent Investment Group, LLC | 12,363 | $6.24M | 1.02% | +2,837+29.8% | Added |
| Capital Group Investment Management Pte. Ltd. | 11,847 | $6.24M | 1.19% | +483+4.3% | Added |
| Gifford Fong Associates | 11,829 | $6.23M | 1.53% | 00.0% | Unchanged |
| Fairbanks Capital Management, Inc. | 11,824 | $6.23M | 3.88% | +151+1.3% | Added |
| Mather Group, LLC. | 11,792 | $6.21M | 0.08% | −888−7.0% | Reduced |
| Grimes & Company, Inc. | 11,726 | $6.17M | 0.18% | +60+0.5% | Added |
| Vista Investment Partners LLC | 11,723 | $6.17M | 1.93% | +94+0.8% | Added |
| Exchange Traded Concepts, LLC | 11,667 | $6.14M | 0.13% | +3,778+47.9% | Added |
| Berkeley, Inc | 11,662 | $6.14M | 3.18% | −11,658−50.0% | Reduced |
| River Wealth Advisors LLC | 11,601 | $6.11M | 0.81% | −110−0.9% | Reduced |
| Atomi Financial Group, Inc. | 11,579 | $6.10M | 0.31% | +2,517+27.8% | Added |