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 |
|---|---|---|---|---|---|
| Centurion Wealth Management LLC | 1,418 | $746.7K | 0.23% | +55+4.0% | Added |
| LaSalle St. Investment Advisors, LLC | 1,414 | $745.0K | 0.23% | +321+29.4% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,413 | $744.0K | 0.04% | −10−0.7% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 1,411 | $742.7K | 0.15% | +196+16.1% | Added |
| Amplius Wealth Advisors, LLC | 1,408 | $741.4K | 0.08% | +1+0.1% | Added |
| FSM Wealth Advisors, LLC | 1,411 | $738.1K | 0.18% | +112+8.6% | Added |
| Aristides Capital LLC | 1,400 | $737.2K | 0.23% | +150+12.0% | Added |
| Capital Advisors Inc | 1,400 | $737.0K | 0.01% | +153+12.3% | Added |
| Morris Financial Concepts, Inc. | 1,393 | $733.6K | 0.31% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,393 | $733.5K | 0.19% | −48−3.3% | Reduced |
| Signal Advisors Wealth, LLC | 1,392 | $732.8K | 0.08% | +242+21.0% | Added |
| Redhawk Wealth Advisors, Inc. | 1,391 | $732.6K | 0.10% | −23−1.6% | Reduced |
| Wealth Architects, LLC | 1,390 | $731.9K | 0.08% | −127−8.4% | Reduced |
| Granite Harbor Advisors, Inc. | 1,386 | $729.8K | 0.40% | +7+0.5% | Added |
| Alterna Wealth Management, Inc | 1,385 | $729.3K | 0.62% | 00.0% | Unchanged |
| Sonora Investment Management Group, LLC | 1,381 | $727.1K | 0.06% | −226−14.1% | Reduced |
| Baskin Financial Services Inc. | 1,380 | $727.0K | 0.06% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 1,381 | $727.0K | 0.16% | +665+92.9% | Added |
| Laidlaw Wealth Management LLC | 1,374 | $723.5K | 0.32% | −39−2.8% | Reduced |
| Alliance Wealth Advisors, LLC | 1,373 | $723.0K | 0.41% | +10+0.7% | Added |
| Midwest Financial Group LLC | 1,363 | $717.8K | 0.41% | +1+0.1% | Added |
| D. Scott Neal, Inc. | 1,363 | $717.7K | 0.39% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 1,363 | $717.7K | 0.18% | 00.0% | Unchanged |
| Annex Advisory Services, LLC | 1,359 | $715.4K | 0.02% | −56−4.0% | Reduced |
| Argyle Capital Partners, LLC | 1,357 | $714.8K | 0.61% | +1,357 | New |
| Purkiss Capital Advisors LLC | 1,357 | $714.3K | 0.62% | +1,357 | New |
| Granite Investment Partners, LLC | 1,353 | $712.4K | 0.03% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 1,351 | $711.5K | 0.28% | −7−0.5% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,346 | $708.9K | 0.04% | 00.0% | Unchanged |
| Lantz Financial LLC | 1,344 | $707.7K | 0.19% | +40+3.1% | Added |
| Gallacher Capital Management LLC | 1,342 | $706.9K | 0.35% | −267−16.6% | Reduced |
| First County Bank | 1,339 | $705.1K | 0.39% | −357−21.0% | Reduced |
| True North Advisors, LLC | 1,338 | $704.8K | 0.17% | +62+4.9% | Added |
| Gitterman Wealth Management, LLC | 1,338 | $704.7K | 0.29% | +1,338 | New |
| Latitude Advisors, LLC | 1,338 | $704.4K | 0.40% | −26−1.9% | Reduced |
| Cable Hill Partners, LLC | 1,336 | $703.5K | 0.07% | −32−2.3% | Reduced |
| Rice Partnership, LLC | 1,335 | $703.0K | 0.13% | −1,345−50.2% | Reduced |
| Floyd Financial Group LLC | 1,388 | $700.5K | 0.58% | +1,388 | New |
| Matisse Capital | 1,328 | $699.3K | 0.36% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 1,318 | $694.7K | 0.26% | +2+0.2% | Added |
| Coign Capital Advisors LLC | 1,318 | $694.0K | 0.64% | +1,318 | New |
| Lakeview Capital Partners, LLC | 1,316 | $693.0K | 0.15% | −4,429−77.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,316 | $692.9K | 0.50% | +29+2.3% | Added |
| Convergence Investment Partners, LLC | 1,315 | $692.4K | 0.15% | +9+0.7% | Added |
| Paragon Private Wealth Management, LLC | 1,314 | $692.1K | 0.32% | +142+12.1% | Added |
| Hayek Kallen Investment Management | 1,313 | $691.0K | 0.25% | −25−1.9% | Reduced |
| Tobam | 1,311 | $690.0K | 0.21% | −41−3.0% | Reduced |
| Wellspring Financial Advisors, LLC | 1,310 | $689.6K | 0.07% | −433−24.8% | Reduced |
| Cardiff Park Advisors, LLC | 1,309 | $689.2K | 0.07% | +1+0.1% | Added |
| Pine Harbor Wealth Management, LLC | 1,301 | $685.4K | 0.28% | +1+0.1% | Added |
| Cidel Asset Management Inc | 1,301 | $685.1K | 0.05% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 1,297 | $683.2K | 0.22% | +107+9.0% | Added |
| X-Square Capital, LLC | 1,297 | $683.0K | 0.28% | +100+8.4% | Added |
| Covestor Ltd | 1,298 | $683.0K | 0.43% | +113+9.5% | Added |
| Weil Company, Inc. | 1,297 | $682.7K | 0.24% | +1,297 | New |
| Audent Global Asset Management, LLC | 1,288 | $678.2K | 0.44% | +800+163.9% | Added |
| Atala Financial Inc | 1,287 | $677.7K | 0.48% | +1,287 | New |
| Wedge Capital Management L L P | 1,285 | $676.6K | 0.01% | 00.0% | Unchanged |
| Peninsula Wealth, LLC | 1,282 | $674.8K | 0.12% | +21+1.7% | Added |
| GFG Capital, LLC | 1,280 | $674.3K | 0.19% | +5+0.4% | Added |
| Claret Asset Management Corp | 1,280 | $674.0K | 0.11% | −5−0.4% | Reduced |
| Evermay Wealth Management LLC | 1,279 | $673.5K | 0.10% | 00.0% | Unchanged |
| New World Advisors LLC | 1,275 | $671.4K | 0.16% | −22−1.7% | Reduced |
| Custom Index Systems, LLC | 1,274 | $670.9K | 0.36% | +10+0.8% | Added |
| Oregon Pacific Wealth Management, LLC | 1,273 | $670.3K | 0.66% | +1,273 | New |
| Mattern Capital Management, LLC | 1,271 | $669.3K | 0.09% | +109+9.4% | Added |
| Raab & Moskowitz Asset Management LLC | 1,270 | $668.8K | 0.16% | −128−9.2% | Reduced |
| FSB Premier Wealth Management, Inc. | 1,269 | $668.3K | 0.27% | +63+5.2% | Added |
| Ninepoint Partners LP | 1,268 | $667.7K | 0.11% | −241−16.0% | Reduced |
| Sherman Asset Management, Inc. | 1,267 | $667.1K | 0.61% | +1,267 | New |
| Summit Asset Management, LLC | 1,265 | $666.1K | 0.12% | 00.0% | Unchanged |
| MBL Wealth, LLC | 1,264 | $665.6K | 0.07% | −20−1.6% | Reduced |
| Pure Financial Advisors, Inc. | 1,264 | $665.5K | 0.02% | +220+21.1% | Added |
| Green Square Capital Advisors LLC | 1,263 | $665.1K | 0.09% | −302−19.3% | Reduced |
| Dogwood Wealth Management LLC | 1,263 | $665.0K | 0.35% | +293+30.2% | Added |
| Oarsman Capital, Inc. | 1,262 | $664.5K | 0.12% | +79+6.7% | Added |
| KFG Wealth Management, LLC | 1,251 | $658.8K | 0.12% | +53+4.4% | Added |
| Firethorn Wealth Partners, LLC | 1,251 | $658.6K | 0.33% | −41−3.2% | Reduced |
| LaFleur & Godfrey LLC | 1,250 | $658.2K | 0.09% | 00.0% | Unchanged |
| US Asset Management LLC | 1,243 | $655.0K | 0.59% | −71−5.4% | Reduced |
| Trueblood Wealth Management, LLC | 1,243 | $654.5K | 0.32% | −11−0.9% | Reduced |
| Parthenon LLC | 1,243 | $654.5K | 0.08% | 00.0% | Unchanged |
| Haven Private, LLC | 1,242 | $654.0K | 0.37% | +1,242 | New |
| Nadler Financial Group, Inc. | 1,241 | $653.7K | 0.07% | +584+88.9% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,240 | $652.9K | 0.14% | −500−28.7% | Reduced |
| HTLF Bank | 1,240 | $652.9K | 0.07% | 00.0% | Unchanged |
| Exchange Bank | 1,239 | $652.4K | 0.52% | +39+3.3% | Added |
| Stevens Capital Management LP | 1,238 | $652.0K | 0.26% | −2,658−68.2% | Reduced |
| Versant Capital Management, Inc | 1,238 | $651.9K | 0.14% | +343+38.3% | Added |
| Connective Portfolio Management, LLC | 1,235 | $650.3K | 0.97% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 1,233 | $649.1K | 0.06% | +45+3.8% | Added |
| Tanaka Capital Management Inc | 1,228 | $647.0K | 1.48% | 00.0% | Unchanged |
| Lakeshore Capital Group, Inc. | 1,228 | $646.7K | 0.98% | +1,228 | New |
| Symphony Financial Services, Inc. | 1,225 | $645.1K | 0.52% | −34−2.7% | Reduced |
| Guerra Pan Advisors, LLC | 1,225 | $645.0K | 0.47% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 1,224 | $644.5K | 0.24% | −35−2.8% | Reduced |
| CM Wealth Advisors LLC | 1,224 | $644.5K | 0.21% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,222 | $643.5K | 0.01% | −15−1.2% | Reduced |
| Full Sail Capital, LLC | 1,221 | $642.9K | 0.04% | −22−1.8% | Reduced |
| Berkshire Asset Management LLC | 1,205 | $642.9K | 0.03% | −222−15.6% | Reduced |