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 |
|---|---|---|---|---|---|
| Strait & Sound Wealth Management LLC | 3,730 | $1.96M | 0.91% | −24−0.6% | Reduced |
| Formidable Asset Management, LLC | 3,729 | $1.96M | 0.32% | −142−3.7% | Reduced |
| Cornerstone Planning, LLC | 3,727 | $1.96M | 0.75% | +3,727 | New |
| HF Advisory Group, LLC | 3,722 | $1.96M | 0.90% | +349+10.3% | Added |
| Unique Wealth, LLC | 3,720 | $1.96M | 0.41% | +314+9.2% | Added |
| 44 Wealth Management LLC | 3,712 | $1.95M | 0.75% | −294−7.3% | Reduced |
| Nikulski Financial, Inc. | 3,704 | $1.95M | 0.57% | −225−5.7% | Reduced |
| Prakash Investment Advisors LLC | 3,700 | $1.95M | 1.92% | +3,700 | New |
| Relyea Zuckerberg Hanson LLC | 3,685 | $1.94M | 0.26% | +200+5.7% | Added |
| Ransom Advisory, Ltd | 3,684 | $1.94M | 0.89% | +50+1.4% | Added |
| Greykasell Wealth Strategies, Inc. | 3,661 | $1.93M | 1.07% | +3,661 | New |
| Beacon Financial Group | 3,651 | $1.92M | 0.21% | −621−14.5% | Reduced |
| Curated Wealth Partners LLC | 3,651 | $1.92M | 0.22% | −60−1.6% | Reduced |
| HMS Capital Management, LLC | 3,648 | $1.92M | 0.93% | −19−0.5% | Reduced |
| Middleton & Co Inc | 3,648 | $1.92M | 0.21% | +395+12.1% | Added |
| Transatlantique Private Wealth LLC | 3,638 | $1.92M | 0.73% | +3,638 | New |
| Fortis Capital Advisors, LLC | 3,957 | $1.91M | 0.65% | +1,498+60.9% | Added |
| Cape Cod Five Cents Savings Bank | 3,866 | $1.91M | 0.17% | 00.0% | Unchanged |
| Amussen Hunsaker Associates LLC | 3,616 | $1.90M | 0.27% | −116−3.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,614 | $1.90M | 0.85% | −135−3.6% | Reduced |
| Archer Investment Corp | 3,611 | $1.90M | 0.51% | −110−3.0% | Reduced |
| TFR Capital, LLC. | 3,605 | $1.90M | 0.94% | +3,605 | New |
| Shepherd Financial Partners LLC | 3,588 | $1.89M | 0.23% | +23+0.6% | Added |
| Horizon Investments, LLC | 3,576 | $1.88M | 0.05% | +175+5.1% | Added |
| Evernest Financial Advisors, LLC | 3,569 | $1.88M | 0.49% | −20−0.6% | Reduced |
| Fullcircle Wealth LLC | 3,309 | $1.87M | 0.77% | +86+2.7% | Added |
| Independent Solutions Wealth Management, LLC | 3,553 | $1.87M | 0.41% | −146−3.9% | Reduced |
| Clark Capital Management Group, Inc. | 3,552 | $1.87M | 0.01% | +385+12.2% | Added |
| Catalina Capital Group, LLC | 3,546 | $1.87M | 0.61% | +176+5.2% | Added |
| Cape Investment Advisory, Inc. | 3,544 | $1.87M | 0.73% | +28+0.8% | Added |
| Fortis Group Advisors, LLC | 3,543 | $1.87M | 0.35% | −112−3.1% | Reduced |
| Great Valley Advisor Group, Inc. | 3,530 | $1.86M | 0.04% | +552+18.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,509 | $1.85M | 0.28% | −1,708−32.7% | Reduced |
| Cahill Financial Advisors Inc | 3,502 | $1.84M | 0.25% | +272+8.4% | Added |
| Monetta Financial Services Inc | 3,500 | $1.84M | 1.48% | 00.0% | Unchanged |
| Algert Global LLC | 3,498 | $1.84M | 0.04% | +379+12.2% | Added |
| CVFG LLC | 3,497 | $1.84M | 1.68% | +3,497 | New |
| Two Sigma Securities, LLC | 3,488 | $1.84M | 0.33% | +2,292+191.6% | Added |
| Synergy Financial Group, LTD | 3,473 | $1.83M | 1.52% | −210−5.7% | Reduced |
| Wallace Advisory Group, LLC | 3,698 | $1.83M | 1.26% | −8−0.2% | Reduced |
| ICONIQ Capital, LLC | 3,467 | $1.83M | 0.03% | +1,546+80.5% | Added |
| Revolve Wealth Partners, LLC | 3,443 | $1.81M | 0.27% | −643−15.7% | Reduced |
| Bridgefront Capital, LLC | 3,428 | $1.81M | 0.61% | −2,733−44.4% | Reduced |
| Sentry Investment Management LLC | 3,428 | $1.80M | 0.86% | −558−14.0% | Reduced |
| Kingstone Capital Partners Texas, LLC | 3,416 | $1.80M | 1.46% | +3,416 | New |
| Union Savings Bank | 3,416 | $1.80M | 0.88% | −121−3.4% | Reduced |
| Clear Creek Financial Management, LLC | 3,416 | $1.80M | 0.19% | +1,911+127.0% | Added |
| Harrington Investments, INC | 3,411 | $1.80M | 0.99% | +186+5.8% | Added |
| Absoluto Partners Gestao de Recursos Ltda | 3,407 | $1.79M | 2.05% | −310−8.3% | Reduced |
| Caxton Associates LP | 3,397 | $1.79M | 0.06% | +2,632+344.1% | Added |
| RDA Financial Network | 3,396 | $1.79M | 0.52% | +445+15.1% | Added |
| Newman Dignan & Sheerar, Inc. | 3,394 | $1.79M | 0.46% | −28−0.8% | Reduced |
| Hamilton Capital, LLC | 3,362 | $1.77M | 0.13% | +76+2.3% | Added |
| Amica Retiree Medical Trust | 3,356 | $1.77M | 1.67% | −292−8.0% | Reduced |
| Bray Capital Advisors | 3,353 | $1.77M | 0.48% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 3,351 | $1.76M | 0.73% | +17+0.5% | Added |
| Prelude Capital Management, LLC | 3,340 | $1.76M | 0.15% | +2,586+343.0% | Added |
| WBH Advisory Inc | 3,337 | $1.76M | 0.16% | −125−3.6% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 3,331 | $1.75M | 0.95% | −284−7.9% | Reduced |
| Strategic Blueprint, LLC | 3,322 | $1.75M | 0.10% | −251−7.0% | Reduced |
| Compton Wealth Advisory Group, LLC | 3,306 | $1.74M | 0.45% | −98−2.9% | Reduced |
| Aua Capital Management, LLC | 3,301 | $1.74M | 1.12% | −728−18.1% | Reduced |
| Boston Common Asset Management, LLC | 3,298 | $1.74M | 0.05% | −42−1.3% | Reduced |
| Edge Capital Group, LLC | 70 | $1.74M | 0.08% | −3,233−97.9% | Reduced |
| Catalyst Financial Partners LLC | 3,268 | $1.72M | 0.32% | +95+3.0% | Added |
| Corps Capital Advisors, LLC | 3,264 | $1.72M | 1.74% | +3,264 | New |
| Winch Advisory Services, LLC | 3,255 | $1.71M | 0.45% | +26+0.8% | Added |
| First National Bank Sioux Falls | 3,253 | $1.71M | 0.73% | 00.0% | Unchanged |
| Everpar Advisors LLC | 3,244 | $1.71M | 0.86% | +22+0.7% | Added |
| Quantitative Investment Management, LLC | 3,244 | $1.71M | 0.13% | −13,046−80.1% | Reduced |
| Platform Technology Partners | 3,234 | $1.70M | 0.52% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 3,230 | $1.70M | 1.13% | +155+5.0% | Added |
| Blackhawk Capital Partners LLC. | 3,227 | $1.70M | 0.88% | −174−5.1% | Reduced |
| Riverpark Capital Management LLC | 3,225 | $1.70M | 2.97% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,210 | $1.69M | 0.10% | −49−1.5% | Reduced |
| PFG Advisors | 3,194 | $1.68M | 0.10% | −77−2.4% | Reduced |
| Commonwealth Retirement Investments LLC | 3,193 | $1.68M | 0.69% | +54+1.7% | Added |
| Elevated Capital Advisors, LLC | 3,183 | $1.68M | 0.46% | +210+7.1% | Added |
| Koa Wealth Management, LLC | 3,176 | $1.67M | 1.37% | −101−3.1% | Reduced |
| L2 Asset Management, LLC | 3,163 | $1.67M | 0.36% | −125−3.8% | Reduced |
| Buckhead Capital Management LLC | 3,140 | $1.65M | 0.53% | +20+0.6% | Added |
| Capital Investment Advisory Services, LLC | 3,135 | $1.65M | 0.16% | +19+0.6% | Added |
| SS&H Financial Advisors, Inc. | 3,129 | $1.65M | 0.60% | +54+1.8% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,127 | $1.65M | 0.22% | +164+5.5% | Added |
| Retirement Guys Formula LLC | 3,124 | $1.65M | 0.83% | +26+0.8% | Added |
| Orrstown Financial Services Inc | 3,120 | $1.64M | 0.44% | +40+1.3% | Added |
| Cornercap Investment Counsel Inc | 3,115 | $1.64M | 0.53% | −72−2.3% | Reduced |
| Ratan Capital Management LP | 3,100 | $1.63M | 0.25% | 00.0% | Unchanged |
| Advisor OS, LLC | 3,099 | $1.63M | 0.19% | +394+14.6% | Added |
| Legato Capital Management LLC | 3,088 | $1.63M | 0.21% | −3,476−53.0% | Reduced |
| Zuckerman Investment Group, LLC | 2,883 | $1.63M | 0.16% | +274+10.5% | Added |
| Brown Miller Wealth Management, LLC | 3,064 | $1.61M | 0.62% | +144+4.9% | Added |
| Corundum Group, Inc. | 3,062 | $1.61M | 0.60% | +1,536+100.7% | Added |
| Flow Traders U.S. LLC | 3,062 | $1.61M | 0.06% | +3,062 | New |
| Aspen Grove Capital, LLC | 3,061 | $1.61M | 0.34% | −15−0.5% | Reduced |
| LM Advisors LLC | 3,053 | $1.61M | 0.29% | −1,797−37.1% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,050 | $1.61M | 0.24% | −6−0.2% | Reduced |
| Aspiriant, LLC | 3,045 | $1.60M | 0.06% | +160+5.5% | Added |
| Community Bank & Trust, Waco, Texas | 3,035 | $1.60M | 0.37% | −73−2.3% | Reduced |
| Pacifica Partners Inc. | 3,060 | $1.60M | 0.69% | −8−0.3% | Reduced |