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 |
|---|---|---|---|---|---|
| Pinkerton Retirement Specialists, LLC | 5,486 | $2.89M | 0.42% | −121−2.2% | Reduced |
| Aaron Wealth Advisors | 5,470 | $2.88M | 0.33% | +126+2.4% | Added |
| Avalon Trust Co | 5,459 | $2.87M | 0.20% | −157−2.8% | Reduced |
| Kensington Investment Counsel, LLC | 5,430 | $2.86M | 1.19% | −143−2.6% | Reduced |
| Farringdon Capital, Ltd. | 5,429 | $2.86M | 1.18% | +5,429 | New |
| Platinum Investment Management Ltd | 5,425 | $2.86M | 0.17% | +5,425 | New |
| Atlantic Trust, LLC | 5,416 | $2.85M | 0.62% | +833+18.2% | Added |
| Stableford Capital II LLC | 5,414 | $2.85M | 1.13% | −90−1.6% | Reduced |
| Inlet Private Wealth, LLC | 5,394 | $2.84M | 0.75% | 00.0% | Unchanged |
| Churchill Management Corp | 5,391 | $2.84M | 0.03% | −79−1.4% | Reduced |
| Tolleson Wealth Management, Inc. | 5,388 | $2.84M | 0.58% | −32−0.6% | Reduced |
| Benchmark Investment Advisors LLC | 5,360 | $2.82M | 1.84% | +69+1.3% | Added |
| Sovereign Financial Group, Inc. | 5,354 | $2.82M | 0.65% | −80−1.5% | Reduced |
| Vista Investment Partners II, LLC | 5,352 | $2.82M | 1.66% | +5,352 | New |
| RiverPark Advisors, LLC | 7,861 | $2.80M | 2.25% | +3,294+72.1% | Added |
| Goldstone Financial Group, LLC | 5,305 | $2.79M | 0.44% | +133+2.6% | Added |
| Kerusso Capital Management LLC | 5,297 | $2.79M | 1.78% | +10+0.2% | Added |
| IFG Advisory, LLC | 5,281 | $2.78M | 0.16% | +610+13.1% | Added |
| Mechanics Bank Trust Department | 5,278 | $2.78M | 0.37% | +44+0.8% | Added |
| First Horizon Advisors, Inc. | 5,256 | $2.77M | 0.08% | +116+2.3% | Added |
| Balboa Wealth Partners | 5,246 | $2.76M | 0.63% | −169−3.1% | Reduced |
| IPG Investment Advisors LLC | 5,244 | $2.76M | 0.63% | +5+0.1% | Added |
| Scott & Selber, Inc. | 5,243 | $2.76M | 0.83% | −126−2.3% | Reduced |
| Camden Capital, LLC | 5,231 | $2.75M | 0.30% | −9,881−65.4% | Reduced |
| Midwest Professional Planners, LTD. | 5,223 | $2.75M | 0.82% | +864+19.8% | Added |
| Deane Retirement Strategies, Inc. | 5,223 | $2.75M | 1.38% | +67+1.3% | Added |
| Headinvest, LLC | 5,222 | $2.75M | 0.52% | −35−0.7% | Reduced |
| Castle Rock Wealth Management, LLC | 4,867 | $2.75M | 0.65% | +242+5.2% | Added |
| Eley Financial Management, Inc | 5,217 | $2.75M | 1.07% | +152+3.0% | Added |
| Tudor Investment Corp Et Al | 5,211 | $2.74M | 0.03% | +5,211 | New |
| Hancock Whitney Corp | 5,208 | $2.74M | 0.09% | −29−0.6% | Reduced |
| Parkside Financial Bank & Trust | 5,206 | $2.74M | 0.36% | −64−1.2% | Reduced |
| Wrapmanager Inc | 5,195 | $2.74M | 0.70% | −81−1.5% | Reduced |
| Gold Investment Management Ltd. | 5,189 | $2.73M | 1.15% | +17+0.3% | Added |
| MeadowBrook Investment Advisors LLC | 5,186 | $2.73M | 2.42% | −105−2.0% | Reduced |
| S.A. Mason LLC | 5,182 | $2.73M | 1.43% | −20.0% | Reduced |
| Steel Peak Wealth Management LLC | 5,173 | $2.72M | 0.11% | +217+4.4% | Added |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.72M | 0.78% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 5,122 | $2.70M | 0.86% | −209−3.9% | Reduced |
| Sage Mountain Advisors LLC | 5,109 | $2.69M | 0.20% | +807+18.8% | Added |
| Sym Financial Corp | 5,067 | $2.67M | 0.34% | +3,674+263.7% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 5,065 | $2.67M | 1.55% | −300−5.6% | Reduced |
| Nicholas Hoffman & Company, LLC. | 5,064 | $2.67M | 0.11% | −240−4.5% | Reduced |
| OV Management LLC | 5,057 | $2.66M | 1.24% | +285+6.0% | Added |
| Apriem Advisors | 5,050 | $2.66M | 0.30% | +5,050 | New |
| Martin & Co Inc | 5,034 | $2.65M | 0.66% | −239−4.5% | Reduced |
| Next Century Growth Investors LLC | 5,029 | $2.65M | 0.20% | +20.0% | Added |
| Heartland Bank & Trust Co | 5,025 | $2.65M | 1.44% | −148−2.9% | Reduced |
| Passumpsic Savings Bank | 5,025 | $2.65M | 1.65% | +35+0.7% | Added |
| Fort Point Capital Partners LLC | 5,018 | $2.64M | 0.30% | +167+3.4% | Added |
| Hardy Reed LLC | 5,015 | $2.64M | 0.23% | +23+0.5% | Added |
| Quotient Wealth Partners, LLC | 5,011 | $2.64M | 0.09% | +148+3.0% | Added |
| Bourne Lent Asset Management Inc | 4,998 | $2.63M | 1.00% | 00.0% | Unchanged |
| Tremblant Capital Group | 4,998 | $2.63M | 0.28% | +640+14.7% | Added |
| Principle Wealth Partners LLC | 4,943 | $2.60M | 0.18% | −96−1.9% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4,932 | $2.60M | 0.07% | +878+21.7% | Added |
| Rockingstone Advisors LLC | 4,927 | $2.59M | 1.15% | +290+6.3% | Added |
| Koshinski Asset Management, Inc. | 4,922 | $2.59M | 0.22% | +166+3.5% | Added |
| Scharf Investments, LLC | 4,915 | $2.59M | 0.08% | +334+7.3% | Added |
| Cullinan Associates Inc | 4,900 | $2.58M | 0.17% | −800−14.0% | Reduced |
| SFM, LLC | 4,892 | $2.58M | 1.82% | −22−0.4% | Reduced |
| Clark Asset Management, LLC | 4,887 | $2.57M | 0.48% | −1,505−23.5% | Reduced |
| Sepio Capital, LP | 4,874 | $2.57M | 0.21% | −205−4.0% | Reduced |
| Arthur M. Cohen & Associates, LLC | 4,870 | $2.56M | 0.45% | −16−0.3% | Reduced |
| Chicago Trust Co NA | 4,861 | $2.56M | 0.45% | −667−12.1% | Reduced |
| Manchester Capital Management LLC | 4,856 | $2.56M | 0.30% | +61+1.3% | Added |
| Optimum Investment Advisors | 4,855 | $2.56M | 1.13% | 00.0% | Unchanged |
| Howland Capital Management LLC | 4,842 | $2.55M | 0.11% | −39−0.8% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 4,841 | $2.55M | 0.37% | +4,841 | New |
| Sander Capital Advisors Inc | 4,828 | $2.54M | 1.17% | −907−15.8% | Reduced |
| FCG Investment Co | 4,796 | $2.53M | 1.54% | +306+6.8% | Added |
| Delta Financial Group, Inc. | 4,783 | $2.52M | 0.59% | +20.0% | Added |
| Focus Financial Network, Inc. | 4,770 | $2.51M | 0.10% | −328−6.4% | Reduced |
| Montecito Bank & Trust | 4,764 | $2.51M | 0.43% | +286+6.4% | Added |
| Patron Partners Advisors, LLC | 4,737 | $2.49M | 1.35% | +54+1.2% | Added |
| Able Wealth Management LLC | 4,716 | $2.48M | 1.63% | 00.0% | Unchanged |
| Garrison Point Advisors, LLC | 4,714 | $2.48M | 1.18% | −30−0.6% | Reduced |
| Sanders Morris Harris LLC | 4,696 | $2.48M | 0.37% | +10+0.2% | Added |
| Chemistry Wealth Management LLC | 4,694 | $2.47M | 0.58% | +35+0.8% | Added |
| Northwest Bank & Trust Co | 4,635 | $2.47M | 1.82% | +32+0.7% | Added |
| Sendero Wealth Management, LLC | 4,677 | $2.46M | 0.37% | +172+3.8% | Added |
| Mayflower Financial Advisors, LLC | 4,670 | $2.46M | 0.37% | +356+8.3% | Added |
| AdvisorNet Financial, Inc | 4,667 | $2.46M | 0.21% | −688−12.8% | Reduced |
| Kane Investment Management, Inc. | 4,658 | $2.45M | 1.37% | +4,658 | New |
| Wealth Alliance | 4,652 | $2.45M | 0.29% | +94+2.1% | Added |
| Everhart Financial Group, Inc. | 4,651 | $2.45M | 0.50% | +274+6.3% | Added |
| RDST Capital LLC | 4,650 | $2.45M | 0.35% | −280−5.7% | Reduced |
| Ledyard National Bank | 4,648 | $2.45M | 0.23% | −65−1.4% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,636 | $2.44M | 0.26% | +2,077+81.2% | Added |
| Confluence Wealth Services, Inc. | 4,567 | $2.44M | 0.16% | +248+5.7% | Added |
| DeDora Capital, Inc. | 4,606 | $2.43M | 0.66% | −66−1.4% | Reduced |
| Chilton Capital Management LLC | 4,604 | $2.42M | 0.10% | −143−3.0% | Reduced |
| Premier Path Wealth Partners, LLC | 4,586 | $2.41M | 0.37% | +59+1.3% | Added |
| Waverton Investment Management Ltd | 4,565 | $2.41M | 0.04% | −168−3.5% | Reduced |
| Security National Bank | 4,566 | $2.40M | 0.34% | 00.0% | Unchanged |
| Canopy Partners, LLC | 4,566 | $2.40M | 0.92% | +180+4.1% | Added |
| RMR Wealth Builders | 4,526 | $2.38M | 0.25% | +40+0.9% | Added |
| Vestmark Advisory Solutions, Inc. | 4,500 | $2.37M | 0.08% | −753−14.3% | Reduced |
| Keel Point, LLC | 4,492 | $2.37M | 0.19% | +359+8.7% | Added |
| Alpha Cubed Investments, LLC | 4,489 | $2.36M | 0.11% | −1,009−18.4% | Reduced |