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 |
|---|---|---|---|---|---|
| KC Investment Advisors, LLC | 2,240 | $1.18M | 0.47% | −31−1.4% | Reduced |
| Perennial Investment Advisors, LLC | 2,239 | $1.18M | 0.14% | −5−0.2% | Reduced |
| Larson Financial Group LLC | 2,240 | $1.18M | 0.06% | +25+1.1% | Added |
| Jericho Financial, LLP | 2,234 | $1.18M | 0.85% | +2,234 | New |
| Evanson Asset Management, LLC | 2,229 | $1.17M | 0.08% | −237−9.6% | Reduced |
| Onefund, LLC | 2,229 | $1.17M | 1.13% | +63+2.9% | Added |
| Lee Financial Co | 2,227 | $1.17M | 0.16% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 2,220 | $1.17M | 0.30% | +2,217+73,900.0% | Added |
| Capital Planning Advisors, LLC | 2,220 | $1.17M | 0.18% | +5+0.2% | Added |
| Chung Wu Investment Group, LLC | 2,220 | $1.17M | 1.18% | +2,220 | New |
| Field & Main Bank | 2,220 | $1.17M | 0.41% | −15−0.7% | Reduced |
| LCNB Corp | 2,217 | $1.17M | 0.43% | +23+1.0% | Added |
| ASB Consultores, LLC | 2,215 | $1.17M | 0.49% | −10.0% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,211 | $1.16M | 0.29% | −2,228−50.2% | Reduced |
| Up Strategic Wealth Investment Advisors LLC | 2,209 | $1.16M | 1.16% | +247+12.6% | Added |
| Seascape Capital Management | 2,205 | $1.16M | 0.40% | −103−4.5% | Reduced |
| Bingham Private Wealth, LLC | 2,199 | $1.16M | 1.23% | +2,199 | New |
| SP Asset Management LLC | 2,197 | $1.16M | 0.10% | +3+0.1% | Added |
| Seeds Investor LLC | 2,194 | $1.16M | 0.33% | +167+8.2% | Added |
| Sandbox Financial Partners, LLC | 2,194 | $1.16M | 0.39% | +9+0.4% | Added |
| Empirical Asset Management, LLC | 30,890 | $1.15M | 0.38% | +30,890 | New |
| First Western Trust Bank | 2,186 | $1.15M | 0.05% | +20+0.9% | Added |
| Waterfront Wealth Inc. | 2,180 | $1.15M | 0.28% | +16+0.7% | Added |
| Cypress Advisory Group LLC | 2,178 | $1.15M | 1.06% | +2,178 | New |
| Maven Securities LTD | 2,175 | $1.15M | 0.18% | +2,175 | New |
| Motiv8 Investments LLC | 2,171 | $1.14M | 0.80% | +402+22.7% | Added |
| MidWestOne Financial Group, Inc. | 2,167 | $1.14M | 0.16% | 00.0% | Unchanged |
| Community Bank, N.A. | 2,160 | $1.14M | 0.15% | −30−1.4% | Reduced |
| Atlas Brown,Inc. | 2,154 | $1.13M | 0.39% | +14+0.7% | Added |
| Cottonwood Capital Advisors, LLC | 2,144 | $1.13M | 0.81% | +391+22.3% | Added |
| New Capital Management LP | 2,142 | $1.13M | 0.33% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,211 | $1.13M | 0.16% | +2,211 | New |
| Uniting Wealth Partners, LLC | 2,132 | $1.12M | 0.54% | +2,132 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 2,131 | $1.12M | 0.31% | +10+0.5% | Added |
| GPS Wealth Strategies Group, LLC | 2,126 | $1.12M | 0.14% | −68−3.1% | Reduced |
| Ipswich Investment Management Co., Inc. | 2,121 | $1.12M | 0.27% | −90−4.1% | Reduced |
| Sunbeam Capital Management, LLC | 2,116 | $1.11M | 1.03% | +2,116 | New |
| Financial Management Network Inc | 2,137 | $1.11M | 0.23% | −9−0.4% | Reduced |
| First American Bank | 2,110 | $1.11M | 0.08% | +208+10.9% | Added |
| Golden State Equity Partners | 2,109 | $1.11M | 0.21% | −665−24.0% | Reduced |
| Argus Investors' Counsel, Inc. | 2,108 | $1.11M | 0.74% | −20−0.9% | Reduced |
| Knuff & Co LLC | 2,107 | $1.11M | 0.34% | +362+20.7% | Added |
| Caas Capital Management LP | 2,100 | $1.11M | 0.91% | 00.0% | Unchanged |
| Maren Capital LLC | 2,085 | $1.10M | 0.08% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 2,079 | $1.10M | 0.33% | +10+0.5% | Added |
| Clark Financial Services Group Inc | 2,067 | $1.09M | 0.83% | +15+0.7% | Added |
| Machina Capital S.A.S. | 2,062 | $1.09M | 0.46% | −2,432−54.1% | Reduced |
| Cahill Wealth Management, LLC | 2,061 | $1.09M | 0.55% | 00.0% | Unchanged |
| Renasant Bank | 2,061 | $1.09M | 0.70% | +175+9.3% | Added |
| MJP Associates Inc | 2,056 | $1.08M | 0.19% | +125+6.5% | Added |
| Boltwood Capital Management | 2,055 | $1.08M | 0.33% | +20+1.0% | Added |
| Empire Financial Management Company, LLC | 2,052 | $1.08M | 0.34% | −481−19.0% | Reduced |
| Hemington Wealth Management | 2,051 | $1.08M | 0.27% | +52+2.6% | Added |
| Alpha Family Trust | 2,050 | $1.08M | 0.61% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 2,049 | $1.08M | 0.46% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 2,039 | $1.07M | 0.08% | −14−0.7% | Reduced |
| Milestones Administradora de Recursos Ltda. | 2,035 | $1.07M | 0.54% | 00.0% | Unchanged |
| Terry L. Blaker | 2,032 | $1.07M | 0.04% | −55−2.6% | Reduced |
| Atwater Malick LLC | 2,028 | $1.07M | 0.36% | 00.0% | Unchanged |
| Womack Financial LLC | 2,020 | $1.06M | 0.94% | +2,020 | New |
| Naples Global Advisors, LLC | 2,019 | $1.06M | 0.10% | +21+1.1% | Added |
| Cassia Capital Partners, LLC | 2,017 | $1.06M | 0.68% | +462+29.7% | Added |
| Abound Financial, LLC | 2,016 | $1.06M | 0.54% | +2,016 | New |
| Crawford Investment Counsel Inc | 2,015 | $1.06M | 0.02% | +71+3.7% | Added |
| Canal Capital Management, LLC | 2,007 | $1.06M | 0.17% | +13+0.7% | Added |
| MWA Asset Management | 2,003 | $1.05M | 0.70% | +23+1.2% | Added |
| Van Strum & Towne Inc. | 2,000 | $1.05M | 0.37% | 00.0% | Unchanged |
| Hickory Asset Management, Inc. | 2,000 | $1.05M | 0.89% | +2,000 | New |
| Enhancing Capital LLC | 1,990 | $1.05M | 0.84% | +1,990 | New |
| Burr Financial Services, LLC | 1,989 | $1.05M | 0.71% | −60−2.9% | Reduced |
| AssuredPartners Investment Advisors, LLC | 1,984 | $1.04M | 0.20% | +1,984 | New |
| Wincap Financial LLC | 1,979 | $1.04M | 1.06% | +1,979 | New |
| Nebula Research & Development LLC | 1,978 | $1.04M | 0.12% | −1,609−44.9% | Reduced |
| First Heartland Consultants, Inc. | 1,978 | $1.04M | 0.11% | −24−1.2% | Reduced |
| Chancellor Financial Group WB LP | 1,977 | $1.04M | 0.84% | +1,977 | New |
| West Oak Capital, LLC | 1,975 | $1.04M | 0.37% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,974 | $1.04M | 0.44% | +2+0.1% | Added |
| Howard Wealth Management, LLC | 1,971 | $1.04M | 0.56% | −5−0.3% | Reduced |
| Steinberg Asset Management LLC | 1,966 | $1.04M | 0.76% | −930−32.1% | Reduced |
| Forza Wealth Management, LLC | 1,964 | $1.03M | 0.47% | +19+1.0% | Added |
| Texas Capital Bancshares Inc | 1,953 | $1.03M | 0.41% | +1+0.1% | Added |
| Bigelow Investment Advisors, LLC | 1,950 | $1.03M | 0.48% | +6+0.3% | Added |
| XTX Topco Ltd | 1,949 | $1.03M | 0.09% | −2,144−52.4% | Reduced |
| Banque Transatlantique SA | 1,944 | $1.02M | 0.03% | +1,944 | New |
| Monument Capital Management | 1,941 | $1.02M | 0.28% | +110+6.0% | Added |
| Waterloo Capital, L.P. | 1,939 | $1.02M | 0.11% | +131+7.2% | Added |
| Madison Asset Management, LLC | 1,934 | $1.02M | 0.01% | 00.0% | Unchanged |
| Madison Investment Advisors, LLC | 1,934 | $1.02M | 0.01% | +1,934 | New |
| Triad Wealth Partners, LLC | 1,932 | $1.02M | 0.37% | +1,932 | New |
| Financial Engines Advisors L.L.C. | 1,929 | $1.02M | 0.00% | +144+8.1% | Added |
| Dorchester Wealth Management Co | 1,928 | $1.02M | 0.20% | +783+68.4% | Added |
| Runnymede Capital Advisors, Inc. | 1,915 | $1.01M | 0.88% | +1,915 | New |
| Strategic Wealth Partners, Ltd. | 1,780 | $1.01M | 0.08% | +61+3.5% | Added |
| DDFG, Inc | 1,907 | $1.00M | 0.29% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 1,895 | $1.00M | 0.89% | +1,895 | New |
| RD Lewis Holdings, Inc. | 1,780 | $1.00M | 1.10% | +1,780 | New |
| Strategic Investment Advisors | 1,902 | $1.00M | 0.11% | −6−0.3% | Reduced |
| Avidian Wealth Solutions, LLC | 1,894 | $997.5K | 0.04% | +177+10.3% | Added |
| Johnson & White Wealth Management, LLC | 1,908 | $997.0K | 0.60% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 1,884 | $992.1K | 0.40% | +20+1.1% | Added |