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 |
|---|---|---|---|---|---|
| Ocean Capital Management, LLC | 3,030 | $1.60M | 0.35% | −19−0.6% | Reduced |
| First National Trust Co | 3,026 | $1.59M | 0.06% | −127−4.0% | Reduced |
| Intelligence Driven Advisers, LLC | 3,021 | $1.59M | 0.30% | −20−0.7% | Reduced |
| Impact Investors, Inc | 3,021 | $1.59M | 1.23% | +3,021 | New |
| Oliver Lagore Vanvalin Investment Group | 3,009 | $1.58M | 0.41% | −72−2.3% | Reduced |
| Redwood Investments, LLC | 3,009 | $1.58M | 0.42% | −66−2.1% | Reduced |
| Cove Private Wealth, LLC | 3,009 | $1.58M | 0.95% | +3,009 | New |
| Private Capital Management LLC | 3,007 | $1.58M | 0.32% | −30−1.0% | Reduced |
| Davis R M Inc | 3,001 | $1.58M | 0.03% | −237−7.3% | Reduced |
| Hennessy Advisors Inc | 3,000 | $1.58M | 0.05% | +3,000 | New |
| Trust Investment Advisors | 2,996 | $1.58M | 1.01% | −130−4.2% | Reduced |
| Cross Staff Investments Inc | 2,988 | $1.57M | 1.18% | +2+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 2,984 | $1.57M | 0.15% | +40+1.4% | Added |
| Beaumont Financial Advisors, LLC | 2,984 | $1.57M | 0.12% | +98+3.4% | Added |
| VisionPoint Advisory Group, LLC | 3,007 | $1.57M | 0.54% | −52−1.7% | Reduced |
| Hilltop National Bank | 2,978 | $1.57M | 0.47% | +115+4.0% | Added |
| Twin City Private Wealth, LLC | 2,968 | $1.56M | 1.38% | +103+3.6% | Added |
| Professional Financial Advisors, LLC | 2,966 | $1.56M | 0.40% | +64+2.2% | Added |
| Acropolis Investment Management, LLC | 2,965 | $1.56M | 0.09% | −68−2.2% | Reduced |
| Pacific Point Advisors, LLC | 2,789 | $1.56M | 0.95% | +2,789 | New |
| Heritage Trust Co | 2,960 | $1.56M | 0.18% | +2,960 | New |
| Walleye Capital LLC | 2,959 | $1.56M | 0.01% | −50,378−94.5% | Reduced |
| TFC Financial Management | 2,956 | $1.56M | 0.25% | −36−1.2% | Reduced |
| Proficio Capital Partners LLC | 2,954 | $1.56M | 0.13% | +1,006+51.6% | Added |
| Interchange Capital Partners, LLC | 2,954 | $1.55M | 0.56% | −221−7.0% | Reduced |
| Aprio Wealth Management, LLC | 2,952 | $1.55M | 0.23% | +410+16.1% | Added |
| West Family Investments, Inc. | 2,949 | $1.55M | 0.54% | −23−0.8% | Reduced |
| Aviso Wealth Management | 2,944 | $1.55M | 0.79% | +559+23.4% | Added |
| Onyx Bridge Wealth Group LLC | 2,943 | $1.55M | 0.22% | +8+0.3% | Added |
| United Community Bank | 2,943 | $1.55M | 0.60% | −45−1.5% | Reduced |
| Private Capital Management, LLC | 2,940 | $1.55M | 0.17% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 2,934 | $1.55M | 0.15% | −443−13.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 2,925 | $1.54M | 0.50% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 2,925 | $1.54M | 0.63% | +2,925 | New |
| Edgestream Partners, L.P. | 2,924 | $1.54M | 0.07% | +2,924 | New |
| Burns Matteson Capital Management, LLC | 2,916 | $1.54M | 0.86% | −182−5.9% | Reduced |
| American National Bank | 2,904 | $1.53M | 0.17% | −10−0.3% | Reduced |
| Regatta Capital Group, LLC | 2,900 | $1.53M | 0.30% | +33+1.2% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 2,891 | $1.52M | 0.31% | +676+30.5% | Added |
| Biltmore Family Office, LLC | 2,894 | $1.52M | 0.26% | 00.0% | Unchanged |
| DGS Capital Management, LLC | 2,893 | $1.52M | 0.38% | +20+0.7% | Added |
| Marcum Wealth, LLC | 2,881 | $1.52M | 0.13% | −31−1.1% | Reduced |
| Forbes J M & Co LLP | 2,880 | $1.52M | 0.15% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 2,878 | $1.52M | 0.25% | +10.0% | Added |
| Kovack Advisors, Inc. | 2,853 | $1.50M | 0.15% | +304+11.9% | Added |
| Harbert Fund Advisors, Inc. | 2,850 | $1.50M | 1.30% | −1,700−37.4% | Reduced |
| SC&H Financial Advisors, Inc. | 2,849 | $1.50M | 0.31% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 2,692 | $1.50M | 0.07% | −312−10.4% | Reduced |
| SeaCrest Wealth Management, LLC | 2,829 | $1.49M | 0.16% | −2−0.1% | Reduced |
| OneAscent Financial Services LLC | 2,824 | $1.49M | 0.13% | +754+36.4% | Added |
| Prentice Wealth Management LLC | 2,823 | $1.49M | 0.43% | +56+2.0% | Added |
| Culbertson A N & Co Inc | 2,820 | $1.48M | 0.24% | −10−0.4% | Reduced |
| Gilbert & Cook, Inc. | 2,801 | $1.47M | 0.21% | −15−0.5% | Reduced |
| Roberts Capital Advisors, LLC | 2,801 | $1.47M | 1.23% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 2,799 | $1.47M | 1.19% | −97−3.3% | Reduced |
| Guerra Advisors Inc | 2,795 | $1.47M | 0.82% | +2,795 | New |
| Rothschild Investment LLC | 2,793 | $1.47M | 0.10% | +44+1.6% | Added |
| Caldwell Investment Management Ltd. | 2,800 | $1.47M | 0.99% | 00.0% | Unchanged |
| Affinity Capital Advisors, LLC | 2,871 | $1.47M | 0.28% | +40+1.4% | Added |
| TCI Wealth Advisors, Inc. | 2,788 | $1.47M | 0.12% | −241−8.0% | Reduced |
| Darden Wealth Group Inc | 2,785 | $1.47M | 0.99% | 00.0% | Unchanged |
| Katamaran Capital LLP | 2,784 | $1.47M | 1.96% | +2,784 | New |
| Berkshire Bank | 2,784 | $1.47M | 0.34% | +988+55.0% | Added |
| Red Wave Investments LLC | 2,772 | $1.46M | 0.51% | 00.0% | Unchanged |
| RiverFront Investment Group, LLC | 2,771 | $1.46M | 0.03% | +2,771 | New |
| Intellectus Partners, LLC | 2,769 | $1.46M | 0.32% | 00.0% | Unchanged |
| GWN Securities Inc. | 2,733 | $1.46M | 0.39% | +2,733 | New |
| D.B. Root & Company, LLC | 2,763 | $1.45M | 0.46% | +78+2.9% | Added |
| Mattson Financial Services, LLC | 2,941 | $1.45M | 0.46% | +509+20.9% | Added |
| Excalibur Management Corp | 2,757 | $1.45M | 0.58% | −96−3.4% | Reduced |
| KRS Capital Management, LLC | 2,755 | $1.45M | 1.03% | +26+1.0% | Added |
| Alta Advisers Ltd | 2,742 | $1.44M | 0.91% | +442+19.2% | Added |
| Winthrop Advisory Group LLC | 2,740 | $1.44M | 0.17% | +272+11.0% | Added |
| GM Advisory Group, Inc. | 2,735 | $1.44M | 0.08% | +4+0.1% | Added |
| Challenger Wealth Management | 2,734 | $1.44M | 1.24% | +2,734 | New |
| FFT Wealth Management LLC | 2,733 | $1.44M | 0.11% | +81+3.1% | Added |
| Robertson Stephens Wealth Management, LLC | 2,728 | $1.44M | 0.05% | −1,473−35.1% | Reduced |
| Quadcap Wealth Management, LLC | 2,726 | $1.44M | 0.21% | +30+1.1% | Added |
| Asset Planning,Inc | 2,723 | $1.43M | 1.09% | +2,723 | New |
| Chesapeake Wealth Management | 2,717 | $1.43M | 0.49% | −56−2.0% | Reduced |
| BNC Wealth Management, LLC | 2,716 | $1.43M | 0.47% | −19−0.7% | Reduced |
| Tyler-Stone Wealth Management | 2,704 | $1.42M | 0.25% | −906−25.1% | Reduced |
| Fielder Capital Group LLC | 2,701 | $1.42M | 0.44% | 00.0% | Unchanged |
| Arbor Capital Management Inc | 2,585 | $1.42M | 1.40% | −669−20.6% | Reduced |
| SevenBridge Financial Group, LLC | 2,513 | $1.42M | 0.27% | 00.0% | Unchanged |
| Pointe Capital Management LLC | 2,690 | $1.42M | 0.81% | −20−0.7% | Reduced |
| Stablepoint Partners, LLC | 2,689 | $1.42M | 0.26% | 00.0% | Unchanged |
| Plancorp, LLC | 2,685 | $1.41M | 0.06% | −69−2.5% | Reduced |
| Cary Street Partner Investment Advisory LLC | 2,679 | $1.41M | 0.93% | −6,622−71.2% | Reduced |
| Paladin Advisory Group, LLC | 2,679 | $1.41M | 1.08% | 00.0% | Unchanged |
| Clarendon Private LLC | 2,679 | $1.41M | 1.48% | +2,679 | New |
| Evergreen Wealth Solutions, LLC | 2,677 | $1.41M | 0.98% | +168+6.7% | Added |
| Doliver Advisors, LP | 2,676 | $1.41M | 0.39% | 00.0% | Unchanged |
| Sand Hill Global Advisors, LLC | 2,676 | $1.41M | 0.06% | −6−0.2% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,669 | $1.41M | 0.09% | +249+10.3% | Added |
| Generali Investments, Management Co LLC | 2,658 | $1.40M | 0.36% | +2,658 | New |
| Ethos Financial Group, LLC | 2,656 | $1.40M | 0.18% | −32−1.2% | Reduced |
| Castleview Partners, LLC | 2,670 | $1.39M | 0.75% | −173−6.1% | Reduced |
| KG&L Capital Management,LLC | 2,645 | $1.39M | 0.45% | −130−4.7% | Reduced |
| New Century Financial Group, LLC | 2,668 | $1.39M | 0.59% | −266−9.1% | Reduced |