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 |
|---|---|---|---|---|---|
| Journey Strategic Wealth LLC | 4,470 | $2.35M | 0.09% | +168+3.9% | Added |
| Three Seasons Wealth, LLC | 4,468 | $2.35M | 1.15% | +366+8.9% | Added |
| Gladius Capital Management LP | 4,463 | $2.35M | 1.35% | −275−5.8% | Reduced |
| Mitchell Sinkler & Starr | 4,459 | $2.35M | 0.63% | −1,781−28.5% | Reduced |
| Roof Eidam & Maycock | 4,451 | $2.34M | 0.60% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 4,451 | $2.34M | 0.06% | −29−0.6% | Reduced |
| Compass Wealth Management LLC | 4,450 | $2.34M | 0.56% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 4,436 | $2.34M | 0.79% | −3,899−46.8% | Reduced |
| Cornerstone Wealth Management, LLC | 4,434 | $2.33M | 0.16% | +83+1.9% | Added |
| Continuum Advisory, LLC | 4,424 | $2.33M | 0.30% | +12+0.3% | Added |
| PDS Planning, Inc | 4,399 | $2.32M | 0.21% | +63+1.5% | Added |
| Quent Capital, LLC | 4,396 | $2.31M | 0.24% | +820+22.9% | Added |
| Alapocas Investment Partners, Inc. | 4,377 | $2.30M | 1.30% | −5−0.1% | Reduced |
| Okabena Investment Services Inc | 4,375 | $2.30M | 0.64% | 00.0% | Unchanged |
| AAFMAA Wealth Management & Trust LLC | 4,374 | $2.30M | 1.01% | −244−5.3% | Reduced |
| Essex Savings Bank | 4,368 | $2.30M | 0.57% | +147+3.5% | Added |
| Westhampton Capital, LLC | 4,357 | $2.29M | 1.17% | +10+0.2% | Added |
| First Affirmative Financial Network | 4,345 | $2.29M | 1.32% | +522+13.7% | Added |
| IFC Advisors LLC | 4,342 | $2.29M | 0.50% | +4,342 | New |
| NRI Wealth Management LC | 4,338 | $2.28M | 1.58% | +4,338 | New |
| Providence First Trust Co | 4,332 | $2.28M | 0.86% | −20−0.5% | Reduced |
| Forum Financial Management, LP | 4,304 | $2.27M | 0.04% | +414+10.6% | Added |
| Woodmont Investment Counsel LLC | 4,300 | $2.26M | 0.17% | −48−1.1% | Reduced |
| Bard Financial Services, Inc. | 4,300 | $2.26M | 0.27% | 00.0% | Unchanged |
| YHB Investment Advisors, Inc. | 4,292 | $2.26M | 0.19% | +141+3.4% | Added |
| Farmers & Merchants Trust Co of Long Beach | 4,283 | $2.26M | 0.56% | −59−1.4% | Reduced |
| Hilltop Partners LLC | 4,281 | $2.25M | 0.77% | +466+12.2% | Added |
| Tectonic Advisors LLC | 4,280 | $2.25M | 0.15% | +55+1.3% | Added |
| Smith, Moore & Co. | 4,273 | $2.25M | 0.21% | +300+7.6% | Added |
| First United Bank Trust | 4,269 | $2.25M | 0.82% | −83−1.9% | Reduced |
| Cito Capital Group, LLC | 4,250 | $2.24M | 0.82% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 4,232 | $2.23M | 0.61% | +106+2.6% | Added |
| Hyperion Capital Advisors LP | 4,231 | $2.23M | 1.14% | −1,573−27.1% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,229 | $2.23M | 0.45% | −34−0.8% | Reduced |
| Intelligent Financial Strategies | 4,228 | $2.23M | 1.23% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,215 | $2.22M | 0.83% | +20+0.5% | Added |
| My Legacy Advisors, LLC | 4,248 | $2.22M | 0.86% | −88−2.0% | Reduced |
| Mystic Asset Management, Inc. | 4,210 | $2.22M | 0.59% | 00.0% | Unchanged |
| Ignite Planners, LLC | 4,245 | $2.21M | 0.49% | +196+4.8% | Added |
| Mount Yale Investment Advisors, LLC | 4,194 | $2.21M | 0.18% | +448+12.0% | Added |
| Teza Capital Management LLC | 4,163 | $2.19M | 0.33% | +3,387+436.5% | Added |
| Freestone Grove Partners LP | 4,163 | $2.19M | 0.03% | +4,163 | New |
| Drucker Wealth 3.0, LLC | 4,161 | $2.19M | 0.51% | −77−1.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 4,135 | $2.18M | 0.53% | +429+11.6% | Added |
| Calamos Wealth Management LLC | 4,134 | $2.18M | 0.11% | +80+2.0% | Added |
| Geo Capital Gestora de Recursos Ltd | 4,130 | $2.17M | 2.81% | −629−13.2% | Reduced |
| Guardian Wealth Management, Inc. | 4,125 | $2.17M | 1.48% | −4−0.1% | Reduced |
| Resources Management Corp | 4,123 | $2.17M | 0.30% | +15+0.4% | Added |
| David Loasby | 4,299 | $2.17M | 0.20% | +79+1.9% | Added |
| Pacific Global Investment Management CO | 4,109 | $2.16M | 2.78% | −10,320−71.5% | Reduced |
| Heritage Family Offices, LLP | 4,100 | $2.16M | 1.08% | +129+3.2% | Added |
| Bailard, Inc. | 4,074 | $2.15M | 0.05% | +154+3.9% | Added |
| Arete Wealth Advisors, LLC | 4,061 | $2.14M | 0.15% | +548+15.6% | Added |
| Kelman-Lazarov, Inc. | 4,059 | $2.14M | 0.38% | −33−0.8% | Reduced |
| Essex Financial Services, Inc. | 4,056 | $2.14M | 0.15% | +104+2.6% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 4,045 | $2.13M | 2.48% | +98+2.5% | Added |
| Capital Counsel LLC | 4,041 | $2.13M | 0.09% | −378−8.6% | Reduced |
| McDaniel Terry & Co | 4,040 | $2.13M | 0.17% | 00.0% | Unchanged |
| Richwood Investment Advisors, LLC | 4,037 | $2.13M | 1.77% | +171+4.4% | Added |
| Liberty Capital Management, Inc. | 4,018 | $2.12M | 0.47% | 00.0% | Unchanged |
| M. Kulyk & Associates, LLC | 4,015 | $2.11M | 0.46% | +79+2.0% | Added |
| Cobblestone Capital Advisors LLC | 4,014 | $2.11M | 0.12% | +28+0.7% | Added |
| Barden Capital Management, Inc. | 4,014 | $2.11M | 1.81% | +43+1.1% | Added |
| James Hambro & Partners | 4,003 | $2.11M | 0.08% | −1,040−20.6% | Reduced |
| Marshall Financial Group LLC | 4,003 | $2.11M | 0.51% | +65+1.7% | Added |
| Olstein Capital Management, L.P. | 4,000 | $2.11M | 0.37% | −793−16.5% | Reduced |
| Altman Advisors, Inc. | 3,987 | $2.10M | 0.90% | +40+1.0% | Added |
| Univest Financial Corp | 3,984 | $2.10M | 0.13% | −76−1.9% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,977 | $2.09M | 0.15% | −192−4.6% | Reduced |
| Blueprint Investment Partners LLC | 3,977 | $2.09M | 0.33% | +1,450+57.4% | Added |
| Novem Group | 3,971 | $2.09M | 0.31% | +3,971 | New |
| Lagoda Investment Management, L.P. | 3,954 | $2.08M | 1.13% | +1,260+46.8% | Added |
| Jump Financial, LLC | 3,940 | $2.07M | 0.04% | +486+14.1% | Added |
| Perpetual Ltd | 3,932 | $2.07M | 0.02% | −3,182−44.7% | Reduced |
| Legacy Financial Advisors, Inc. | 3,924 | $2.07M | 0.34% | −134−3.3% | Reduced |
| Burney Co | 3,921 | $2.06M | 0.07% | −8−0.2% | Reduced |
| Claro Advisors LLC | 3,919 | $2.06M | 0.28% | −502−11.4% | Reduced |
| BLB&B Advisors, LLC | 3,902 | $2.05M | 0.10% | −227−5.5% | Reduced |
| HCR Wealth Advisors | 3,889 | $2.05M | 0.26% | +68+1.8% | Added |
| Borer Denton & Associates, Inc. | 3,880 | $2.04M | 0.71% | +40+1.0% | Added |
| Prossimo Advisors, LLC | 3,866 | $2.04M | 1.47% | −25−0.6% | Reduced |
| KCM Investment Advisors LLC | 3,846 | $2.03M | 0.07% | +20+0.5% | Added |
| Missouri Trust & Investment Co | 3,840 | $2.02M | 0.71% | −27−0.7% | Reduced |
| Pollock Investment Advisors, LLC | 3,837 | $2.02M | 1.64% | +3,837 | New |
| Lincoln Capital Corp | 3,833 | $2.02M | 0.83% | +3,833 | New |
| Copperleaf Capital, LLC | 3,829 | $2.02M | 1.28% | +477+14.2% | Added |
| Arrow Financial Corp | 3,827 | $2.02M | 0.19% | −23−0.6% | Reduced |
| Ausdal Financial Partners, Inc. | 3,811 | $2.01M | 0.17% | +2,440+178.0% | Added |
| Stamos Capital Partners, L.P. | 3,810 | $2.01M | 0.47% | −260−6.4% | Reduced |
| TB Alternative Assets Ltd. | 3,792 | $2.00M | 0.51% | +3,792 | New |
| Milestone Resources Group Ltd | 3,790 | $2.00M | 0.07% | 00.0% | Unchanged |
| Headlands Technologies LLC | 3,777 | $1.99M | 0.20% | +3,777 | New |
| Valmark Advisers, Inc. | 3,775 | $1.99M | 0.03% | +259+7.4% | Added |
| White Knight Strategic Wealth Advisors, LLC | 3,758 | $1.98M | 0.83% | +1,854+97.4% | Added |
| Thrive Wealth Management, LLC | 3,757 | $1.98M | 0.36% | −8−0.2% | Reduced |
| J. W. Coons Advisors, LLC | 3,751 | $1.98M | 0.51% | +65+1.8% | Added |
| VeraBank, N.A. | 3,744 | $1.97M | 0.56% | −71−1.9% | Reduced |
| Lantern Wealth Advisors, LLC | 3,743 | $1.97M | 1.28% | +2+0.1% | Added |
| CVA Family Office, LLC | 3,739 | $1.97M | 0.31% | +151+4.2% | Added |
| Cooper Financial Group | 3,733 | $1.97M | 0.24% | +349+10.3% | Added |