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 |
|---|---|---|---|---|---|
| Values Added Financial LLC | 1,220 | $642.4K | 0.37% | +3+0.2% | Added |
| Rede Wealth, LLC | 1,219 | $641.9K | 0.25% | +14+1.2% | Added |
| Argentarii, LLC | 1,218 | $641.4K | 0.32% | +1,218 | New |
| Keystone Financial Group | 1,217 | $640.6K | 0.06% | +1+0.1% | Added |
| Sentinus, LLC | 1,216 | $640.1K | 0.19% | −15,225−92.6% | Reduced |
| Canvas Wealth Advisors, LLC | 1,207 | $635.6K | 0.16% | +95+8.5% | Added |
| Diversified Portfolios, Inc. | 1,205 | $634.5K | 0.07% | +50+4.3% | Added |
| Painted Porch Advisors LLC | 1,203 | $633.5K | 0.31% | +231+23.8% | Added |
| Jackson Hole Capital Partners, LLC | 1,197 | $630.5K | 0.13% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,197 | $630.2K | 0.13% | +18+1.5% | Added |
| Aries Wealth Management | 1,196 | $629.8K | 0.17% | 00.0% | Unchanged |
| Trust Co | 1,195 | $629.3K | 0.07% | −258−17.8% | Reduced |
| Thompson David Blair | 1,194 | $628.7K | 0.46% | +1,194 | New |
| ERTS Wealth Advisors, LLC | 1,193 | $628.2K | 0.12% | −26−2.1% | Reduced |
| Redwood Investment Management, LLC | 1,192 | $628.0K | 0.06% | +439+58.3% | Added |
| Warther Private Wealth, LLC | 1,192 | $627.7K | 0.21% | +13+1.1% | Added |
| Sompo Asset Management Co., Ltd. | 1,190 | $626.6K | 0.11% | −40−3.3% | Reduced |
| Clean Yield Group | 1,187 | $625.0K | 0.20% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,185 | $624.2K | 0.05% | +12+1.0% | Added |
| Appleton Partners Inc | 1,184 | $623.0K | 0.05% | +111+10.3% | Added |
| ZWJ Investment Counsel Inc | 1,180 | $621.6K | 0.03% | −3−0.3% | Reduced |
| Becker Capital Management Inc | 1,179 | $620.8K | 0.02% | 00.0% | Unchanged |
| Schaper Benz & Wise Investment Counsel Inc | 1,179 | $620.7K | 0.05% | 00.0% | Unchanged |
| Mainstream Capital Management LLC | 1,178 | $620.3K | 0.43% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,176 | $619.2K | 0.16% | 00.0% | Unchanged |
| Gerber, LLC | 1,175 | $618.7K | 0.45% | −100−7.8% | Reduced |
| Skylands Capital, LLC | 1,175 | $618.7K | 0.09% | −50−4.1% | Reduced |
| Aureus Asset Management, LLC | 1,175 | $618.7K | 0.04% | +68+6.1% | Added |
| Legacy Capital Group California, Inc. | 1,174 | $618.2K | 0.19% | −6−0.5% | Reduced |
| Western Pacific Wealth Management, LP | 1,172 | $617.1K | 0.50% | +32+2.8% | Added |
| Eaton Financial Holdings Company, LLC | 1,170 | $616.1K | 0.24% | −64−5.2% | Reduced |
| Atlas Private Wealth Advisors | 1,168 | $615.3K | 0.09% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 1,168 | $615.2K | 0.21% | +17+1.5% | Added |
| Sterling Investment Counsel, LLC | 1,168 | $615.0K | 0.41% | −441−27.4% | Reduced |
| Riverwater Partners LLC | 1,167 | $614.5K | 0.30% | −41−3.4% | Reduced |
| NTV Asset Management LLC | 1,164 | $612.8K | 0.08% | +51+4.6% | Added |
| Strategic Wealth Designers | 21,882 | $611.4K | 0.04% | +21,882 | New |
| City National Bank of Florida | 1,159 | $610.3K | 0.56% | +1,159 | New |
| Coastal Investment Advisors, Inc. | 1,168 | $608.9K | 0.25% | +393+50.7% | Added |
| Citadel Investment Advisory, Inc. | 1,155 | $608.0K | 0.32% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 1,162 | $607.0K | 0.08% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,152 | $606.4K | 0.23% | +1,152 | New |
| Angeles Investment Advisors, LLC | 1,150 | $605.6K | 0.03% | +38+3.4% | Added |
| Westover Capital Advisors, LLC | 1,149 | $605.0K | 0.13% | −13−1.1% | Reduced |
| Townsend & Associates, Inc | 1,144 | $604.1K | 0.06% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 1,144 | $603.3K | 0.11% | −25−2.1% | Reduced |
| Navalign, LLC | 1,143 | $601.9K | 0.18% | 00.0% | Unchanged |
| XML Financial, LLC | 1,142 | $601.5K | 0.06% | +149+15.0% | Added |
| Patrick M Sweeney & Associates, Inc | 1,142 | $601.2K | 0.45% | +12+1.1% | Added |
| TruWealth Advisors, LLC | 1,141 | $600.6K | 0.04% | +16+1.4% | Added |
| Manchester Financial Inc | 1,139 | $599.7K | 0.13% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 1,079 | $599.3K | 0.52% | +1,079 | New |
| GenTrust, LLC | 1,138 | $599.0K | 0.03% | +29+2.6% | Added |
| Horiko Capital Management LLC | 1,130 | $595.0K | 0.17% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 1,130 | $595.0K | 0.04% | 00.0% | Unchanged |
| Golden State Wealth Management, LLC | 1,129 | $594.9K | 0.09% | +1,129 | New |
| Pacitti Group Inc. | 1,128 | $594.1K | 0.28% | +12+1.1% | Added |
| Root Financial Partners, LLC | 1,127 | $593.5K | 0.07% | +314+38.6% | Added |
| Westmount Partners, LLC | 1,127 | $593.2K | 0.18% | +75+7.1% | Added |
| Centerpoint Advisors, LLC | 1,127 | $593.0K | 0.21% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 1,125 | $592.4K | 0.44% | 00.0% | Unchanged |
| TCFG Wealth Management, LLC | 1,123 | $591.5K | 0.30% | +1+0.1% | Added |
| Commonwealth Financial Services, LLC | 1,123 | $591.3K | 0.12% | +85+8.2% | Added |
| Rappaport Reiches Capital Management, LLC | 1,121 | $590.4K | 0.15% | +3+0.3% | Added |
| GW Henssler & Associates Ltd | 1,189 | $587.3K | 0.03% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,112 | $585.6K | 0.12% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 1,111 | $585.0K | 0.00% | −6−0.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 1,111 | $585.0K | 0.24% | +64+6.1% | Added |
| Noble Wealth Management PBC | 1,110 | $584.5K | 0.41% | +1,110 | New |
| Warm Springs Advisors Inc. | 1,109 | $584.0K | 0.54% | +1,109 | New |
| Occidental Asset Management, LLC | 1,107 | $582.9K | 0.09% | +308+38.5% | Added |
| BIP Wealth, LLC | 1,105 | $581.9K | 0.04% | +120+12.2% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,104 | $581.3K | 0.10% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,101 | $579.8K | 0.10% | +1,101 | New |
| Prism Advisors, Inc. | 1,100 | $579.2K | 0.17% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 1,094 | $576.3K | 0.12% | −218−16.6% | Reduced |
| EdgeRock Capital LLC | 1,094 | $576.2K | 0.38% | +110+11.2% | Added |
| Fortitude Advisory Group L.L.C. | 1,089 | $573.4K | 0.35% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,188 | $572.2K | 0.18% | +51+4.5% | Added |
| Cassaday & Co Wealth Management LLC | 1,086 | $571.9K | 0.02% | −14−1.3% | Reduced |
| Allen Capital Group, LLC | 1,086 | $571.9K | 0.07% | +84+8.4% | Added |
| Willow Creek Wealth Management Inc. | 1,085 | $571.3K | 0.06% | −7−0.6% | Reduced |
| Flagstone Financial Management | 1,085 | $571.3K | 0.19% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,085 | $571.3K | 0.20% | +9+0.8% | Added |
| Hudson Valley Investment Advisors Inc | 1,084 | $570.8K | 0.06% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1,080 | $568.7K | 0.04% | −17−1.5% | Reduced |
| Black Diamond Financial, LLC | 1,080 | $568.7K | 0.09% | +168+18.4% | Added |
| NorthStar Asset Management LLC | 1,078 | $567.4K | 0.36% | +2+0.2% | Added |
| Wulff, Hansen & Co. | 1,075 | $566.1K | 0.54% | +95+9.7% | Added |
| Generation Capital Management LLC | 1,075 | $566.1K | 0.49% | +1,075 | New |
| Breakwater Capital Group | 1,074 | $565.5K | 0.11% | +1+0.1% | Added |
| Boyd Watterson Asset Management LLC | 1,070 | $563.4K | 0.16% | −64−5.6% | Reduced |
| New Wave Wealth Advisors LLC | 1,069 | $562.9K | 0.23% | −167−13.5% | Reduced |
| Range Financial Group LLC | 1,069 | $562.9K | 0.26% | +650+155.1% | Added |
| Mindset Wealth Management, LLC | 1,068 | $562.2K | 0.21% | +13+1.2% | Added |
| Clarity Wealth Development LLC | 1,010 | $560.8K | 0.61% | +1,010 | New |
| Sagace Wealth Management LLC | 1,065 | $560.8K | 0.42% | −61−5.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,131 | $558.4K | 0.18% | +253+28.8% | Added |
| Select Asset Management & Trust | 1,059 | $558.0K | 0.22% | −900−45.9% | Reduced |
| Horizon Bancorp Inc | 1,059 | $558.0K | 0.26% | +15+1.4% | Added |