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 |
|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 1,662 | $874.9K | 0.28% | +48+3.0% | Added |
| Hoxton Planning & Management, LLC | 1,660 | $874.1K | 0.33% | +2+0.1% | Added |
| Marino, Stram & Associates LLC | 1,659 | $873.4K | 0.19% | +1+0.1% | Added |
| Five Oceans Advisors | 1,657 | $872.5K | 0.40% | −263−13.7% | Reduced |
| Tevis Investment Management | 1,655 | $871.5K | 0.65% | +5+0.3% | Added |
| Crux Wealth Advisors | 1,649 | $868.2K | 0.48% | +1,649 | New |
| JT Stratford LLC | 1,648 | $867.8K | 0.14% | −98−5.6% | Reduced |
| Nwam LLC | 1,643 | $865.0K | 0.05% | −81−4.7% | Reduced |
| Vega Investment Solutions | 1,642 | $864.6K | 0.71% | +1,642 | New |
| Avantax Planning Partners, Inc. | 1,642 | $864.6K | 0.03% | +174+11.9% | Added |
| Advance Capital Management, Inc. | 1,637 | $861.8K | 0.04% | −14−0.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 1,630 | $858.3K | 0.52% | −755−31.7% | Reduced |
| AlphaStar Capital Management, LLC | 1,628 | $857.3K | 0.09% | +45+2.8% | Added |
| GSB Wealth Management, LLC | 1,627 | $856.7K | 0.22% | −14−0.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,627 | $856.7K | 0.28% | +433+36.3% | Added |
| Wedgewood Investors Inc | 1,620 | $853.0K | 1.00% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 1,619 | $852.5K | 0.05% | −46−2.8% | Reduced |
| Webster Bank, N. A. | 1,618 | $852.0K | 0.09% | −100−5.8% | Reduced |
| Lion Street Advisors, LLC | 1,616 | $850.9K | 0.27% | −98−5.7% | Reduced |
| Resurgent Financial Advisors LLC | 1,615 | $850.4K | 0.50% | +64+4.1% | Added |
| SignalPoint Asset Management, LLC | 1,611 | $848.3K | 0.21% | 00.0% | Unchanged |
| Outlook Wealth Advisors, LLC | 1,606 | $845.7K | 0.24% | +150+10.3% | Added |
| Prentiss Smith & Co Inc | 1,605 | $845.1K | 0.55% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 1,605 | $845.1K | 0.26% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 1,603 | $844.3K | 0.44% | +983+158.5% | Added |
| M. Kraus & Co | 1,603 | $844.1K | 0.25% | −18−1.1% | Reduced |
| Salomon & Ludwin, LLC | 1,596 | $840.4K | 0.09% | −10−0.6% | Reduced |
| Victrix Investment Advisors | 1,595 | $840.0K | 0.61% | +1,595 | New |
| Moseley Investment Management Inc | 1,590 | $837.1K | 0.33% | −3−0.2% | Reduced |
| TFG Advisers LLC | 1,586 | $835.1K | 0.30% | +2+0.1% | Added |
| Beaton Management Co. Inc. | 1,582 | $833.0K | 0.43% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 1,581 | $832.6K | 0.34% | −326−17.1% | Reduced |
| Salvus Wealth Management, LLC | 1,580 | $832.0K | 0.53% | +34+2.2% | Added |
| Astoria Portfolio Advisors LLC. | 1,634 | $831.8K | 0.30% | +239+17.1% | Added |
| Harvest Portfolios Group Inc. | 1,578 | $830.9K | 0.03% | +463+41.5% | Added |
| Quantum Financial Advisors, LLC | 1,575 | $829.4K | 0.13% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 1,568 | $825.6K | 0.62% | +1,568 | New |
| High Net Worth Advisory Group LLC | 1,566 | $824.6K | 0.23% | 00.0% | Unchanged |
| FLC Capital Advisors | 1,562 | $822.5K | 0.19% | −25−1.6% | Reduced |
| Sienna Gestion | 1,562 | $822.4K | 0.06% | −26,883−94.5% | Reduced |
| Ariadne Wealth Management, LP | 1,450 | $820.0K | 0.38% | +263+22.2% | Added |
| Fermata Advisors, LLC | 1,554 | $818.5K | 0.15% | +860+123.9% | Added |
| UMA Financial Services, Inc. | 1,551 | $816.8K | 0.14% | −93−5.7% | Reduced |
| First Interstate Bank | 1,551 | $816.7K | 0.05% | −29−1.8% | Reduced |
| Cookson Peirce & Co Inc | 1,543 | $812.3K | 0.04% | −49−3.1% | Reduced |
| Invenio Wealth Partners LLC | 1,542 | $812.0K | 0.34% | +21+1.4% | Added |
| Nova R Wealth, Inc. | 1,541 | $811.7K | 0.41% | +2+0.1% | Added |
| Salem Investment Counselors Inc | 1,541 | $811.5K | 0.03% | −10−0.6% | Reduced |
| Clarity Wealth Advisors, LLC | 1,540 | $810.9K | 0.22% | −33−2.1% | Reduced |
| Joel Isaacson & Co., LLC | 1,531 | $806.3K | 0.04% | +35+2.3% | Added |
| PSI Advisors, LLC | 1,527 | $803.6K | 0.24% | −136−8.2% | Reduced |
| Spartan Planning & Wealth Management | 1,526 | $803.5K | 0.73% | +1,526 | New |
| TFB Advisors LLC | 1,524 | $802.5K | 0.23% | −8−0.5% | Reduced |
| Virtue Capital Management, LLC | 1,524 | $802.5K | 0.16% | −717−32.0% | Reduced |
| Atom Investors LP | 1,521 | $800.9K | 0.10% | +1,521 | New |
| ORG Wealth Partners, LLC | 1,520 | $800.8K | 0.25% | +116+8.3% | Added |
| LGL Partners, LLC | 1,516 | $798.4K | 0.12% | −64−4.1% | Reduced |
| Diligent Investors, LLC | 1,516 | $798.4K | 0.18% | −10−0.7% | Reduced |
| Banque de Luxembourg S.A. | 1,506 | $796.2K | 0.43% | +1,506 | New |
| New Republic Capital, LLC | 1,512 | $796.0K | 0.52% | −88−5.5% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,510 | $795.3K | 0.20% | +87+6.1% | Added |
| Palisades Hudson Asset Management, L.P. | 1,508 | $794.0K | 0.33% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,507 | $793.7K | 0.05% | −90−5.6% | Reduced |
| Hillsdale Investment Management Inc. | 1,506 | $793.0K | 0.04% | −100−6.2% | Reduced |
| Net Worth Advisory Group | 1,506 | $792.8K | 0.24% | +2+0.1% | Added |
| Diversified Enterprises, LLC | 1,503 | $791.5K | 0.08% | +730+94.4% | Added |
| Goldstein Advisors, LLC | 1,501 | $790.4K | 0.11% | −15−1.0% | Reduced |
| Levin Capital Strategies, L.P. | 1,500 | $789.9K | 0.08% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 1,496 | $787.8K | 0.31% | +14+0.9% | Added |
| First Nebraska Trust Co | 1,494 | $786.7K | 0.08% | −10−0.7% | Reduced |
| Deseret Mutual Benefit Administrators | 1,493 | $786.2K | 0.39% | −70−4.5% | Reduced |
| Per Stirling Capital Management, LLC. | 1,489 | $784.1K | 0.11% | −30−2.0% | Reduced |
| Prosperity Financial Group, Inc. | 1,483 | $781.2K | 0.39% | +160+12.1% | Added |
| Key Financial Inc | 1,483 | $780.9K | 0.18% | +23+1.6% | Added |
| Traveka Wealth, LLC | 1,478 | $778.2K | 0.43% | +20+1.4% | Added |
| 180 Wealth Advisors, LLC | 1,477 | $777.9K | 0.12% | −49−3.2% | Reduced |
| jvl associates llc | 1,477 | $777.7K | 0.29% | +2+0.1% | Added |
| McAdam, LLC | 1,474 | $776.2K | 0.04% | +300+25.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,473 | $776.1K | 0.09% | −5−0.3% | Reduced |
| Park Capital Management, LLC | 1,473 | $775.6K | 0.93% | +1,473 | New |
| Round Hill Asset Management | 1,470 | $774.1K | 0.55% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 1,468 | $773.0K | 0.07% | −292−16.6% | Reduced |
| BXM Wealth LLC | 1,468 | $773.0K | 1.08% | +1,468 | New |
| Boston Family Office LLC | 1,460 | $769.0K | 0.05% | −140−8.8% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,459 | $768.5K | 0.26% | 00.0% | Unchanged |
| Consolidated Portfolio Review Corp | 1,457 | $767.1K | 0.12% | +89+6.5% | Added |
| Stokes Family Office, LLC | 1,456 | $766.7K | 0.08% | −144−9.0% | Reduced |
| BOS Asset Management, LLC | 1,451 | $764.1K | 0.27% | +100+7.4% | Added |
| Legacy Edge Advisors, LLC | 1,447 | $760.5K | 0.12% | +10+0.7% | Added |
| Colonial Trust Co | 1,443 | $760.0K | 0.11% | +153+11.9% | Added |
| Montis Financial, LLC | 1,438 | $757.4K | 0.23% | +11+0.8% | Added |
| Atticus Wealth Management, LLC | 1,438 | $757.3K | 0.24% | +41+2.9% | Added |
| Nvest Financial, LLC | 1,432 | $753.8K | 0.38% | +244+20.5% | Added |
| D'Orazio & Associates, Inc. | 1,431 | $753.5K | 0.11% | +26+1.9% | Added |
| Magnus Financial Group LLC | 1,430 | $753.0K | 0.07% | −16−1.1% | Reduced |
| Legacy Trust | 1,425 | $750.4K | 0.17% | −222−13.5% | Reduced |
| Atlas Legacy Advisors, LLC | 1,423 | $749.3K | 0.18% | +1,423 | New |
| Manske Wealth Management | 1,423 | $749.3K | 0.30% | +1,423 | New |
| Sunpointe, LLC | 1,421 | $748.5K | 0.38% | +34+2.5% | Added |
| Avenue 1 Advisors, LLC | 1,421 | $748.3K | 0.29% | +79+5.9% | Added |