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 |
|---|---|---|---|---|---|
| Trust Co of Toledo NA | 11,575 | $6.10M | 0.80% | +474+4.3% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 11,549 | $6.08M | 0.03% | +2,330+25.3% | Added |
| Strategic Global Advisors, LLC | 11,506 | $6.06M | 1.11% | +478+4.3% | Added |
| BancorpSouth Bank | 11,485 | $6.05M | 0.41% | −159−1.4% | Reduced |
| Advanced Asset Management Advisors Inc | 11,450 | $6.03M | 1.58% | 00.0% | Unchanged |
| AlpenGlobal Capital LLC | 11,445 | $6.03M | 3.92% | +11,445 | New |
| General Partner, Inc. | 11,353 | $5.98M | 3.60% | −700−5.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 11,335 | $5.97M | 0.10% | +2,055+22.1% | Added |
| Change Path, LLC | 11,329 | $5.97M | 0.18% | +1,546+15.8% | Added |
| AXS Investments LLC | 11,280 | $5.94M | 1.65% | +84+0.8% | Added |
| Linden Thomas Advisory Services, LLC | 11,272 | $5.94M | 0.75% | +1,495+15.3% | Added |
| Financial Counselors Inc | 11,210 | $5.90M | 0.09% | +494+4.6% | Added |
| Buckingham Strategic Partners | 11,176 | $5.89M | 0.10% | +1,035+10.2% | Added |
| Massmutual Trust Co FSB | 11,176 | $5.88M | 0.17% | +136+1.2% | Added |
| FourThought Financial Partners, LLC | 11,155 | $5.87M | 0.61% | +52+0.5% | Added |
| Grafton Street Partners Fund, LP | 11,152 | $5.87M | 4.27% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 11,150 | $5.87M | 0.85% | −45−0.4% | Reduced |
| 1st Source Bank | 11,142 | $5.87M | 0.34% | −125−1.1% | Reduced |
| BFSG, LLC | 11,140 | $5.87M | 0.69% | +69+0.6% | Added |
| Boit C F David | 11,140 | $5.87M | 2.96% | 00.0% | Unchanged |
| Summit Financial, LLC | 11,135 | $5.86M | 0.21% | +1,665+17.6% | Added |
| Yacktman Asset Management LP | 11,130 | $5.86M | 0.07% | 00.0% | Unchanged |
| StoneX Group Inc. | 11,111 | $5.85M | 0.32% | +4,682+72.8% | Added |
| Dempze Nancy E | 11,061 | $5.82M | 3.36% | −34−0.3% | Reduced |
| Private Advisory Group LLC | 11,036 | $5.81M | 0.65% | +1,256+12.8% | Added |
| Fortis Capital Management LLC | 11,019 | $5.80M | 1.08% | +50+0.5% | Added |
| Arkadios Wealth Advisors | 11,011 | $5.80M | 0.32% | −604−5.2% | Reduced |
| Alerus Financial NA | 10,959 | $5.77M | 0.44% | +2,474+29.2% | Added |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,964 | $5.77M | 1.38% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 10,933 | $5.76M | 1.92% | +7,896+260.0% | Added |
| Peterson Wealth Management | 10,929 | $5.75M | 3.42% | +158+1.5% | Added |
| Alphinity Investment Management Pty Ltd | 10,920 | $5.75M | 0.03% | +2,564+30.7% | Added |
| Natural Investments, LLC | 10,906 | $5.74M | 1.59% | +10,906 | New |
| Lake Street Advisors Group, LLC | 10,863 | $5.72M | 0.26% | +98+0.9% | Added |
| Jupiter Wealth Management LLC | 10,861 | $5.72M | 2.87% | +399+3.8% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,848 | $5.71M | 0.84% | −10,848−50.0% | Reduced |
| Berbice Capital Management LLC | 10,832 | $5.70M | 4.57% | +10,832 | New |
| Spirepoint Private Client, LLC | 10,831 | $5.70M | 0.71% | +549+5.3% | Added |
| Central Pacific Bank - Trust Division | 10,802 | $5.69M | 0.74% | −660−5.8% | Reduced |
| Legacy Advisors, LLC | 10,792 | $5.68M | 0.55% | +544+5.3% | Added |
| Stanley-Laman Group, Ltd. | 10,767 | $5.67M | 0.80% | −1,080−9.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 10,757 | $5.66M | 0.41% | +324+3.1% | Added |
| Mayar Capital Ltd. | 10,742 | $5.66M | 7.41% | −1,464−12.0% | Reduced |
| New Age Alpha Advisors, LLC | 10,736 | $5.65M | 0.23% | +10,696+26,740.0% | Added |
| BKD Wealth Advisors, LLC | 10,730 | $5.65M | 0.13% | −354−3.2% | Reduced |
| Kennedy Investment Group | 10,703 | $5.64M | 2.55% | +7+0.1% | Added |
| ROI Financial Advisors, LLC | 10,700 | $5.63M | 3.84% | +49+0.5% | Added |
| Aptus Capital Advisors, LLC | 10,695 | $5.63M | 0.07% | +3,962+58.8% | Added |
| Old National Bancorp | 10,691 | $5.63M | 0.13% | +366+3.5% | Added |
| San Luis Wealth Advisors LLC | 10,686 | $5.63M | 1.07% | +1,404+15.1% | Added |
| Qtron Investments LLC | 10,680 | $5.62M | 0.79% | −685−6.0% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 10,648 | $5.61M | 0.21% | −1,377−11.5% | Reduced |
| Insigneo Advisory Services, LLC | 10,615 | $5.59M | 0.58% | −1,836−14.7% | Reduced |
| One Capital Management, LLC | 10,611 | $5.59M | 0.18% | −1,270−10.7% | Reduced |
| Ascent Wealth Partners, LLC | 10,602 | $5.58M | 0.75% | +692+7.0% | Added |
| Susquehanna Fundamental Investments, LLC | 10,569 | $5.57M | 0.09% | +10,569 | New |
| Modera Wealth Management, LLC | 10,535 | $5.55M | 0.07% | +20+0.2% | Added |
| Aft, Forsyth & Company, Inc. | 10,510 | $5.53M | 2.72% | −143−1.3% | Reduced |
| Reliant Investment Management, LLC | 10,494 | $5.53M | 2.44% | +255+2.5% | Added |
| Azzad Asset Management Inc | 10,475 | $5.52M | 1.06% | +89+0.9% | Added |
| Soltis Investment Advisors LLC | 10,470 | $5.51M | 0.51% | −3,949−27.4% | Reduced |
| Ossiam | 10,463 | $5.51M | 0.10% | +9,478+962.2% | Added |
| IHT Wealth Management, LLC | 10,455 | $5.51M | 0.18% | −1,496−12.5% | Reduced |
| Quadrant Capital Group LLC | 10,448 | $5.50M | 0.38% | +8+0.1% | Added |
| Capital Investment Advisors, LLC | 10,447 | $5.50M | 0.11% | +1,696+19.4% | Added |
| Aviance Capital Partners, LLC | 10,442 | $5.50M | 0.76% | +215+2.1% | Added |
| Princeton Capital Management LLC | 10,436 | $5.50M | 1.70% | −23−0.2% | Reduced |
| ExodusPoint Capital Management, LP | 10,435 | $5.50M | 0.06% | +8,788+533.6% | Added |
| Globeflex Capital L P | 10,401 | $5.48M | 0.46% | 00.0% | Unchanged |
| Cloverfields Capital Group, LP | 10,377 | $5.46M | 1.76% | −25−0.2% | Reduced |
| Reuter James Wealth Management, LLC | 10,376 | $5.46M | 1.01% | −299−2.8% | Reduced |
| Prospera Financial Services Inc | 10,354 | $5.46M | 0.13% | +263+2.6% | Added |
| Dynasty Wealth Management, LLC | 10,361 | $5.46M | 0.09% | +471+4.8% | Added |
| NovaPoint Capital, LLC | 10,353 | $5.45M | 1.66% | +234+2.3% | Added |
| Portfolio Design Labs, LLC | 10,350 | $5.45M | 1.12% | +2,792+36.9% | Added |
| Artemis Investment Management LLP | 10,329 | $5.44M | 0.08% | +1,061+11.4% | Added |
| Fairview Capital Investment Management, LLC | 10,326 | $5.44M | 0.28% | −342−3.2% | Reduced |
| Agf Management Ltd | 10,296 | $5.42M | 0.03% | −209−2.0% | Reduced |
| K.J. Harrison & Partners Inc | 10,358 | $5.41M | 0.85% | +35+0.3% | Added |
| ICW Investment Advisors LLC | 10,214 | $5.38M | 2.24% | +15+0.1% | Added |
| BOK Financial Private Wealth, Inc. | 10,214 | $5.38M | 0.39% | −609−5.6% | Reduced |
| S&CO Inc | 10,201 | $5.37M | 0.36% | +190+1.9% | Added |
| Ameritas Advisory Services, LLC | 10,180 | $5.36M | 0.19% | +3,536+53.2% | Added |
| Winton Group Ltd | 10,158 | $5.35M | 0.36% | +10,158 | New |
| Jain Global LLC | 10,112 | $5.32M | 0.16% | +10,112 | New |
| Schechter Investment Advisors, LLC | 10,053 | $5.29M | 0.41% | −500−4.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 10,048 | $5.29M | 0.21% | +3,216+47.1% | Added |
| NorthRock Partners, LLC | 10,046 | $5.29M | 0.17% | −795−7.3% | Reduced |
| Chicago Partners Investment Group LLC | 10,234 | $5.28M | 0.18% | −49−0.5% | Reduced |
| Diversify Wealth Management, LLC | 10,453 | $5.28M | 0.41% | +2,406+29.9% | Added |
| Hikari Power Ltd | 10,000 | $5.27M | 0.45% | 00.0% | Unchanged |
| Winmill & Co. Inc | 10,000 | $5.27M | 1.70% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 9,988 | $5.26M | 3.50% | +3,019+43.3% | Added |
| Northeast Financial Consultants Inc | 9,962 | $5.25M | 0.22% | +18+0.2% | Added |
| Wedmont Private Capital | 10,368 | $5.23M | 0.28% | +854+9.0% | Added |
| Leonteq Securities AG | 9,918 | $5.22M | 0.51% | +1,388+16.3% | Added |
| Cyndeo Wealth Partners, LLC | 9,896 | $5.21M | 0.35% | +164+1.7% | Added |
| L.M. Kohn & Company | 9,889 | $5.21M | 1.35% | −231−2.3% | Reduced |
| Jasper Ridge Partners, L.P. | 9,879 | $5.20M | 0.16% | +8+0.1% | Added |
| Morse Asset Management, Inc | 9,877 | $5.20M | 1.19% | +788+8.7% | Added |