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 10 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 |
|---|---|---|---|---|---|
| Amarillo National Bank | 2,632 | $1.39M | 0.25% | 00.0% | Unchanged |
| Delta Investment Management, LLC | 2,629 | $1.38M | 0.27% | −324−11.0% | Reduced |
| CoreCap Advisors, LLC | 2,622 | $1.38M | 0.06% | +344+15.1% | Added |
| Beaumont Asset Management, L.L.C. | 2,607 | $1.37M | 0.79% | −50−1.9% | Reduced |
| Dohj, LLC | 2,603 | $1.37M | 0.32% | +50+2.0% | Added |
| Catalyst Funds Management Pty Ltd | 2,600 | $1.37M | 0.34% | +2,000+333.3% | Added |
| Northstar Financial Companies, Inc. | 2,599 | $1.37M | 1.30% | +2,599 | New |
| Veracity Capital LLC | 2,599 | $1.37M | 0.50% | +85+3.4% | Added |
| James J. Burns & Company, LLC | 2,597 | $1.37M | 0.24% | 00.0% | Unchanged |
| Cim Investment Mangement Inc | 2,592 | $1.36M | 0.40% | −35−1.3% | Reduced |
| Prestige Wealth Management Group LLC | 2,590 | $1.36M | 0.28% | +209+8.8% | Added |
| Indiana Trust & Investment Management CO | 2,589 | $1.36M | 0.46% | +570+28.2% | Added |
| Seven Mile Advisory | 2,581 | $1.36M | 0.87% | +208+8.8% | Added |
| Cercano Management LLC | 2,574 | $1.36M | 0.03% | −35,163−93.2% | Reduced |
| Drive Wealth Management, LLC | 2,563 | $1.35M | 0.33% | +32+1.3% | Added |
| First National Bank of Hutchinson | 2,561 | $1.35M | 0.82% | +105+4.3% | Added |
| BCJ Capital Management, LLC | 2,539 | $1.34M | 0.10% | +477+23.1% | Added |
| MONECO Advisors, LLC | 2,537 | $1.34M | 0.14% | +844+49.9% | Added |
| Prudent Man Advisors, LLC | 2,534 | $1.33M | 0.48% | −150−5.6% | Reduced |
| Wallace Capital Management Inc. | 2,528 | $1.33M | 0.18% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 2,521 | $1.33M | 0.61% | −65−2.5% | Reduced |
| Buckley Wealth Management, LLC | 2,520 | $1.33M | 0.41% | +5+0.2% | Added |
| Providence Wealth Advisors, LLC | 2,578 | $1.33M | 1.00% | −110−4.1% | Reduced |
| Gratus Wealth Advisors, LLC | 2,512 | $1.32M | 0.21% | −29−1.1% | Reduced |
| Twin Capital Management Inc | 2,506 | $1.32M | 0.14% | −73−2.8% | Reduced |
| Gries Financial LLC | 2,505 | $1.32M | 0.23% | +33+1.3% | Added |
| Park Place Capital Corp | 2,503 | $1.32M | 0.37% | +190+8.2% | Added |
| Clifford Swan Investment Counsel LLC | 2,501 | $1.32M | 0.05% | −5−0.2% | Reduced |
| Childress Capital Advisors, LLC | 2,498 | $1.32M | 0.37% | +77+3.2% | Added |
| Simplicity Wealth,LLC | 2,492 | $1.31M | 0.27% | −2,798−52.9% | Reduced |
| Nottingham Advisors, Inc. | 2,490 | $1.31M | 0.17% | −10,862−81.4% | Reduced |
| Morris Retirement Advisors, LLC | 2,482 | $1.31M | 0.69% | +181+7.9% | Added |
| Letson Investment Management, Inc. | 2,482 | $1.31M | 0.53% | +10.0% | Added |
| Cromwell Holdings LLC | 2,481 | $1.31M | 0.75% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,478 | $1.30M | 0.26% | −1,123−31.2% | Reduced |
| Northcape Wealth Management, LLC | 2,478 | $1.30M | 0.42% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 2,478 | $1.30M | 0.55% | −12−0.5% | Reduced |
| Aveo Capital Partners, LLC | 2,473 | $1.30M | 0.14% | +1,197+93.8% | Added |
| Legal Advantage Investments, Inc. | 2,471 | $1.30M | 0.69% | +71+3.0% | Added |
| HMV Wealth Advisors, LLC | 2,471 | $1.30M | 1.30% | +2,471 | New |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,467 | $1.30M | 0.19% | −489−16.5% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,458 | $1.29M | 0.00% | −105−4.1% | Reduced |
| Spirit of America Management Corp | 2,450 | $1.29M | 0.26% | 00.0% | Unchanged |
| McGowan Group Asset Management, Inc. | 2,443 | $1.29M | 0.17% | −7−0.3% | Reduced |
| Rossby Financial, LCC | 2,435 | $1.28M | 0.81% | +2,435 | New |
| Nilsine Partners, LLC | 2,430 | $1.28M | 0.14% | +4+0.2% | Added |
| Lifestyle Asset Management, Inc. | 2,430 | $1.28M | 0.70% | +45+1.9% | Added |
| Vista Wealth Management Group, LLC | 2,429 | $1.28M | 0.08% | +298+14.0% | Added |
| One Wealth Capital Management, LLC | 2,427 | $1.28M | 0.65% | +2,427 | New |
| Oxford Wealth Group, LLC | 2,426 | $1.28M | 0.83% | +5+0.2% | Added |
| Connecticut Wealth Management, LLC | 2,425 | $1.28M | 0.06% | +439+22.1% | Added |
| Bridger Management, LLC | 2,400 | $1.26M | 0.68% | +2,400 | New |
| Howard Financial Services, Ltd. | 2,391 | $1.26M | 0.17% | +50+2.1% | Added |
| Carr Financial Group Corp | 2,385 | $1.26M | 0.39% | +36+1.5% | Added |
| Provident Trust Co | 2,380 | $1.25M | 0.02% | 00.0% | Unchanged |
| Cascade Financial Partners, LLC | 2,376 | $1.25M | 0.16% | +20+0.8% | Added |
| Richardson Financial Services Inc. | 2,375 | $1.25M | 0.88% | −66−2.7% | Reduced |
| Capital Advisors, Ltd. LLC | 2,368 | $1.25M | 0.16% | +32+1.4% | Added |
| Hara Capital LLC | 2,366 | $1.25M | 0.79% | 00.0% | Unchanged |
| Client 1st Advisory Group, LLC | 2,362 | $1.24M | 0.48% | −54−2.2% | Reduced |
| EPG Wealth Management LLC | 2,362 | $1.24M | 0.33% | −368−13.5% | Reduced |
| Catalyst Capital Advisors LLC | 2,357 | $1.24M | 0.03% | +883+59.9% | Added |
| IMS Capital Management | 2,354 | $1.24M | 0.57% | +25+1.1% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,354 | $1.24M | 0.03% | +410+21.1% | Added |
| Sheets Smith Wealth Management | 2,353 | $1.24M | 0.15% | −150−6.0% | Reduced |
| Schnieders Capital Management LLC | 2,353 | $1.24M | 0.25% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 2,350 | $1.24M | 0.35% | −1,000−29.9% | Reduced |
| Callan Capital, LLC | 2,343 | $1.23M | 0.09% | +7+0.3% | Added |
| LRI Investments, LLC | 2,343 | $1.23M | 0.12% | +31+1.3% | Added |
| Absher Wealth Management, LLC | 2,336 | $1.23M | 0.16% | +12+0.5% | Added |
| Collective Family Office LLC | 2,332 | $1.23M | 0.34% | −45−1.9% | Reduced |
| Oakworth Capital, Inc. | 2,327 | $1.23M | 0.08% | +124+5.6% | Added |
| Florida Financial Advisors, LLC | 2,326 | $1.22M | 0.55% | +157+7.2% | Added |
| Hartford Funds Management Co LLC | 2,325 | $1.22M | 0.11% | +189+8.8% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 2,325 | $1.22M | 0.08% | −350−13.1% | Reduced |
| FRG Family Wealth Advisors LLC | 2,324 | $1.22M | 0.22% | −4−0.2% | Reduced |
| Impact Capital Partners LLC | 2,320 | $1.22M | 0.43% | +2,320 | New |
| Permit Capital, LLC | 2,320 | $1.22M | 0.42% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,315 | $1.22M | 0.18% | +246+11.9% | Added |
| MOKAN Wealth Management Inc. | 2,312 | $1.22M | 0.77% | +2,312 | New |
| Mendel Money Management | 2,309 | $1.22M | 0.54% | +7+0.3% | Added |
| Northern Financial Advisors Inc | 2,307 | $1.21M | 0.97% | −230−9.1% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,298 | $1.21M | 0.26% | −37−1.6% | Reduced |
| Family Legacy, Inc. | 2,335 | $1.21M | 0.41% | +48+2.1% | Added |
| Ambassador Advisors, LLC | 2,290 | $1.21M | 0.21% | +55+2.5% | Added |
| Guardian Wealth Advisors, LLC | 2,283 | $1.20M | 0.10% | +396+21.0% | Added |
| Altfest L J & Co Inc | 2,283 | $1.20M | 0.15% | +5+0.2% | Added |
| Stiles Financial Services Inc | 2,280 | $1.20M | 0.43% | −252−10.0% | Reduced |
| New Millennium Group LLC | 2,276 | $1.20M | 0.70% | +352+18.3% | Added |
| ESG Planning | 2,271 | $1.20M | 0.88% | −332−12.8% | Reduced |
| River Street Advisors LLC | 2,271 | $1.20M | 0.61% | +82+3.7% | Added |
| SkyView Investment Advisors, LLC | 2,270 | $1.20M | 0.19% | −2,765−54.9% | Reduced |
| Virtus ETF Advisers LLC | 2,268 | $1.19M | 0.49% | +247+12.2% | Added |
| Zions Bancorporation, N.A. | 2,266 | $1.19M | 0.08% | −6−0.3% | Reduced |
| Advisory Resource Group | 2,263 | $1.19M | 0.25% | −13−0.6% | Reduced |
| PAX Financial Group, LLC | 2,262 | $1.19M | 0.21% | +2+0.1% | Added |
| Marks Group Wealth Management, Inc | 2,262 | $1.19M | 0.12% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 2,261 | $1.19M | 1.06% | +2,261 | New |
| Syntegra Private Wealth Group, LLC | 2,260 | $1.19M | 0.13% | −38−1.7% | Reduced |
| Richard W. Paul & Associates, LLC | 2,245 | $1.18M | 0.43% | +19+0.9% | Added |