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; 3,633 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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| J.W. Cole Advisors, Inc. | 6,592 | $3.47M | 0.14% | +448+7.3% | Added |
| Howard Capital Management Inc. | 6,574 | $3.46M | 0.05% | +391+6.3% | Added |
| Fullerton Fund Management Co Ltd. | 6,571 | $3.46M | 0.12% | +3,659+125.7% | Added |
| NVWM, LLC | 6,570 | $3.46M | 0.87% | −211−3.1% | Reduced |
| Redmond Asset Management, LLC | 6,534 | $3.44M | 0.86% | −118−1.8% | Reduced |
| Gordian Capital Singapore Pte Ltd | 6,516 | $3.43M | 1.81% | +610+10.3% | Added |
| Matthew 25 Management Corp | 6,500 | $3.42M | 1.08% | −3,500−35.0% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 6,500 | $3.42M | 1.01% | 00.0% | Unchanged |
| Sheaff Brock Investment Advisors, LLC | 6,488 | $3.42M | 0.30% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 6,473 | $3.41M | 0.20% | +323+5.3% | Added |
| Sunbelt Securities, Inc. | 6,480 | $3.41M | 0.30% | −3,185−33.0% | Reduced |
| Prosperity Consulting Group, LLC | 6,450 | $3.40M | 0.26% | −145−2.2% | Reduced |
| Csenge Advisory Group | 6,441 | $3.39M | 0.18% | −579−8.2% | Reduced |
| Farmers & Merchants Investments Inc | 6,413 | $3.38M | 0.11% | −4−0.1% | Reduced |
| Strong Tower Advisory Services | 6,376 | $3.36M | 0.88% | +370+6.2% | Added |
| WMS Partners, LLC | 6,324 | $3.33M | 0.19% | +351+5.9% | Added |
| Duncan Williams Asset Management, LLC | 6,323 | $3.33M | 1.31% | +3,500+124.0% | Added |
| Dale Q Rice Investment Management Ltd | 6,308 | $3.32M | 1.46% | +6,308 | New |
| Kendall Capital Management | 6,297 | $3.32M | 0.97% | −9−0.1% | Reduced |
| Angeles Wealth Management, LLC | 6,282 | $3.31M | 0.27% | +132+2.1% | Added |
| Fortune Financial Advisors, LLC | 6,249 | $3.29M | 2.99% | +25+0.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 6,248 | $3.29M | 0.60% | −84−1.3% | Reduced |
| Brown Capital Management LLC | 6,220 | $3.28M | 0.08% | −447−6.7% | Reduced |
| Voya Financial Advisors, Inc. | 6,213 | $3.27M | 0.36% | +150+2.5% | Added |
| Boston Trust Walden Corp | 6,174 | $3.25M | 0.02% | −20−0.3% | Reduced |
| Alpha Omega Wealth Management LLC | 6,144 | $3.24M | 0.61% | −17−0.3% | Reduced |
| Holderness Investments Co | 6,128 | $3.23M | 0.71% | +29+0.5% | Added |
| Putney Financial Group LLC | 6,117 | $3.22M | 2.87% | +6,117 | New |
| Dudley Capital Management, LLC | 6,100 | $3.21M | 1.65% | −10−0.2% | Reduced |
| Galaxy Digital Capital Management GP LLC | 6,072 | $3.20M | 2.34% | +6,072 | New |
| Tsai Capital Corp | 6,071 | $3.20M | 2.33% | −76−1.2% | Reduced |
| Transcend Wealth Collective, LLC | 6,068 | $3.20M | 0.23% | +513+9.2% | Added |
| Asset Dedication, LLC | 6,042 | $3.18M | 0.25% | −2,416−28.6% | Reduced |
| Cornerstone Wealth Group, LLC | 6,033 | $3.18M | 0.26% | +355+6.3% | Added |
| Applied Capital LLC | 6,028 | $3.17M | 2.49% | −60−1.0% | Reduced |
| ProVise Management Group, LLC | 6,013 | $3.17M | 0.27% | −107−1.7% | Reduced |
| Savoie Capital LLC | 6,000 | $3.16M | 0.38% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 6,030 | $3.15M | 0.09% | −85−1.4% | Reduced |
| Landscape Capital Management, L.L.C. | 5,990 | $3.15M | 0.33% | +988+19.8% | Added |
| Optas, LLC | 5,977 | $3.15M | 0.68% | +146+2.5% | Added |
| Resonant Capital Advisors, LLC | 5,951 | $3.13M | 0.23% | +364+6.5% | Added |
| SeaBridge Investment Advisors LLC | 5,938 | $3.13M | 0.65% | +303+5.4% | Added |
| AMG National Trust Bank | 5,937 | $3.13M | 0.09% | +163+2.8% | Added |
| Gables Capital Management Inc. | 5,929 | $3.12M | 1.51% | −50−0.8% | Reduced |
| Savvy Advisors, Inc. | 5,922 | $3.12M | 0.38% | +3,781+176.6% | Added |
| Walled Lake Planning & Wealth Management, LLC | 5,915 | $3.11M | 1.16% | −22−0.4% | Reduced |
| State of Wyoming | 5,896 | $3.10M | 0.40% | +4,999+557.3% | Added |
| Parallax Volatility Advisers, L.P. | 5,875 | $3.09M | 0.07% | −468−7.4% | Reduced |
| Quest Investment Management LLC | 5,869 | $3.09M | 0.36% | +2,932+99.8% | Added |
| Chatham Capital Group, Inc. | 5,840 | $3.08M | 0.51% | +25+0.4% | Added |
| Comgest Global Investors S.A.S. | 5,833 | $3.07M | 0.05% | +5,833 | New |
| Concord Wealth Partners | 5,832 | $3.07M | 0.50% | +79+1.4% | Added |
| Oak Harvest Investment Services | 5,830 | $3.07M | 0.43% | +400+7.4% | Added |
| Kingswood Wealth Advisors, LLC | 5,823 | $3.07M | 0.23% | −4,389−43.0% | Reduced |
| Stenger Family Office, LLC | 5,823 | $3.07M | 1.04% | +5,823 | New |
| Segment Wealth Management, LLC | 5,821 | $3.07M | 0.21% | +25+0.4% | Added |
| Diversify Advisory Services, LLC | 6,073 | $3.06M | 0.17% | −861−12.4% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 3,666 | $3.06M | 0.53% | −20,761−85.0% | Reduced |
| Americana Partners, LLC | 5,815 | $3.06M | 0.13% | −140−2.4% | Reduced |
| Eqis Capital Management, Inc. | 5,797 | $3.05M | 0.25% | −226−3.8% | Reduced |
| Elmwood Wealth Management, Inc. | 5,795 | $3.05M | 1.23% | −20−0.3% | Reduced |
| Coronation Fund Managers Ltd. | 5,788 | $3.05M | 0.18% | −1,371−19.2% | Reduced |
| Prosperitas Financial LLC | 5,775 | $3.04M | 1.54% | +289+5.3% | Added |
| Weatherly Asset Management L. P. | 5,764 | $3.04M | 0.27% | −15−0.3% | Reduced |
| New Hampshire Trust | 5,763 | $3.03M | 0.64% | −297−4.9% | Reduced |
| Marion Wealth Management | 5,755 | $3.03M | 0.80% | +37+0.6% | Added |
| Ronald Blue Trust, Inc. | 5,744 | $3.02M | 0.04% | −5,107−47.1% | Reduced |
| Wealth Group, Ltd. | 5,741 | $3.02M | 1.96% | +19+0.3% | Added |
| Unique Wealth Strategies, LLC | 5,730 | $3.02M | 1.33% | +1,086+23.4% | Added |
| Cordatus Wealth Management LLC | 5,724 | $3.01M | 0.79% | +197+3.6% | Added |
| Staley Capital Advisers Inc | 5,723 | $3.01M | 0.13% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 5,723 | $3.01M | 0.27% | +138+2.5% | Added |
| SageView Advisory Group, LLC | 5,721 | $3.01M | 0.13% | +217+3.9% | Added |
| Caisse des Depots Et Consignations | 5,712 | $3.01M | 0.15% | +5,712 | New |
| Strategic Advisors LLC | 5,709 | $3.01M | 0.54% | +374+7.0% | Added |
| VCI Wealth Management LLC | 5,703 | $3.00M | 1.27% | +1,218+27.2% | Added |
| Lynx Investment Advisory | 5,695 | $3.00M | 2.05% | −275−4.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 5,688 | $3.00M | 1.42% | +14+0.2% | Added |
| Bell Bank | 5,680 | $2.99M | 0.22% | −16−0.3% | Reduced |
| Warren Averett Asset Management, LLC | 5,676 | $2.99M | 0.05% | +3,295+138.4% | Added |
| Nia Impact Advisors, LLC | 5,675 | $2.99M | 0.97% | +90+1.6% | Added |
| Strategic Planning Group, LLC | 5,673 | $2.99M | 0.55% | +152+2.8% | Added |
| Oak Family Advisors, LLC | 5,649 | $2.97M | 1.16% | −1,354−19.3% | Reduced |
| Qsemble Capital Management, LP | 5,646 | $2.97M | 0.40% | +5,646 | New |
| Patten & Patten Inc | 5,637 | $2.97M | 0.20% | +153+2.8% | Added |
| Enterprise Financial Services Corp | 5,629 | $2.96M | 1.65% | −20−0.4% | Reduced |
| Great Lakes Retirement, Inc. | 5,619 | $2.96M | 0.38% | −8−0.1% | Reduced |
| SRN Advisors, LLC | 5,619 | $2.96M | 2.63% | +821+17.1% | Added |
| Avestar Capital, LLC | 5,612 | $2.96M | 0.27% | +550+10.9% | Added |
| Venturi Wealth Management, LLC | 5,585 | $2.94M | 0.14% | +122+2.2% | Added |
| Sierra Capital LLC | 5,584 | $2.94M | 0.35% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 5,556 | $2.93M | 2.51% | −177−3.1% | Reduced |
| Visionary Wealth Advisors | 5,546 | $2.92M | 0.17% | +479+9.5% | Added |
| Aventura Private Wealth, LLC | 5,537 | $2.92M | 1.57% | +5,537 | New |
| WealthBridge Capital Management, LLC | 5,532 | $2.91M | 0.81% | 00.0% | Unchanged |
| WT Wealth Management | 5,516 | $2.90M | 0.91% | +209+3.9% | Added |
| Concord Asset Management, LLC | 5,510 | $2.90M | 0.64% | −39−0.7% | Reduced |
| Boomfish Wealth Group, LLC | 5,503 | $2.90M | 1.76% | +40+0.7% | Added |
| Cannon Advisors, Inc. | 5,490 | $2.89M | 2.46% | −413−7.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 5,487 | $2.89M | 0.89% | −82−1.5% | Reduced |