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; 3,634 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 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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 |
|---|---|---|---|---|---|
| Haverford Financial Services, Inc. | 32,379 | $17.0M | 5.20% | +107+0.3% | Added |
| Whittier Trust Co | 32,346 | $17.0M | 0.22% | +777+2.5% | Added |
| Sumitomo Life Insurance Co | 32,304 | $17.0M | 0.32% | +4,377+15.7% | Added |
| Klingenstein Fields & Co LP | 32,231 | $17.0M | 0.68% | −258−0.8% | Reduced |
| Jones Financial Companies LLLP | 31,970 | $16.8M | 0.02% | +10,651+50.0% | Added |
| Congress Asset Management Co | 31,694 | $16.7M | 0.11% | −986−3.0% | Reduced |
| Jackson Hill Advisors, LLC | 31,500 | $16.6M | 8.37% | −1,000−3.1% | Reduced |
| Wellington Shields Capital Management, LLC | 31,302 | $16.5M | 2.92% | 00.0% | Unchanged |
| Oxbow Advisors, LLC | 31,269 | $16.5M | 1.94% | +3,721+13.5% | Added |
| Jackson Wealth Management, LLC | 31,138 | $16.4M | 1.86% | +151+0.5% | Added |
| Atlantic Union Bankshares Corp | 31,135 | $16.4M | 0.95% | +300+1.0% | Added |
| Fulton Bank, N.A. | 31,069 | $16.4M | 0.63% | −265−0.8% | Reduced |
| Wesleyan Assurance Society | 30,880 | $16.3M | 1.25% | +6,180+25.0% | Added |
| AIA Group Ltd | 30,848 | $16.2M | 0.39% | +2,838+10.1% | Added |
| Puzo Michael J | 30,658 | $16.1M | 4.51% | −973−3.1% | Reduced |
| Vestcor Inc | 30,630 | $16.1M | 0.53% | +1,035+3.5% | Added |
| Foundations Investment Advisors, LLC | 30,593 | $16.1M | 0.31% | +5,171+20.3% | Added |
| Principal Securities, Inc. | 30,552 | $16.1M | 0.36% | +2,851+10.3% | Added |
| Evoke Wealth, LLC | 30,529 | $16.1M | 0.45% | −934−3.0% | Reduced |
| D.A. Davidson & Co. | 30,494 | $16.1M | 0.13% | −351−1.1% | Reduced |
| Ancora Advisors, LLC | 30,367 | $16.0M | 0.36% | −123−0.4% | Reduced |
| Claar Advisors LLC | 30,190 | $15.9M | 5.14% | 00.0% | Unchanged |
| Freestone Capital Holdings, LLC | 30,090 | $15.8M | 0.55% | +117+0.4% | Added |
| Venture Visionary Partners LLC | 30,084 | $15.8M | 0.67% | −967−3.1% | Reduced |
| ARS Wealth Advisors Group, LLC | 30,062 | $15.8M | 2.18% | −28−0.1% | Reduced |
| Twin Tree Management, LP | 29,978 | $15.8M | 0.38% | +13,620+83.3% | Added |
| Gotham Asset Management, LLC | 29,902 | $15.7M | 0.15% | −2,907−8.9% | Reduced |
| Dnca Finance | 29,900 | $15.7M | 1.23% | +15,600+109.1% | Added |
| Bragg Financial Advisors, Inc | 29,695 | $15.6M | 0.63% | −1,112−3.6% | Reduced |
| First Manhattan Co | 24,268 | $15.6M | 0.05% | +4,810+24.7% | Added |
| Fulcrum Capital LLC | 29,631 | $15.6M | 3.27% | +136+0.5% | Added |
| Beach Investment Counsel Inc | 29,623 | $15.6M | 2.11% | −302−1.0% | Reduced |
| Tritonpoint Wealth, LLC | 29,516 | $15.5M | 1.41% | −687−2.3% | Reduced |
| First Citizens Bank & Trust Co | 29,354 | $15.5M | 0.28% | −8,799−23.1% | Reduced |
| Sawgrass Asset Management LLC | 29,236 | $15.4M | 1.69% | −1,806−5.8% | Reduced |
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 29,143 | $15.3M | 1.21% | 00.0% | Unchanged |
| Altrafin AG | 28,837 | $15.2M | 5.26% | +1,190+4.3% | Added |
| Engineers Gate Manager LP | 28,809 | $15.2M | 0.26% | −11,938−29.3% | Reduced |
| Kidder Stephen W | 28,564 | $15.0M | 4.53% | −281−1.0% | Reduced |
| Empirical Finance, LLC | 28,561 | $15.0M | 0.87% | −398−1.4% | Reduced |
| Stratos Wealth Partners, LTD. | 28,537 | $15.0M | 0.21% | +171+0.6% | Added |
| Diversified Trust Co | 28,501 | $15.0M | 0.37% | +6,456+29.3% | Added |
| Scholtz & Company, LLC | 28,406 | $15.0M | 7.14% | +44+0.2% | Added |
| CAPROCK Group, Inc. | 28,311 | $14.9M | 0.49% | +2,679+10.5% | Added |
| Amica Mutual Insurance Co | 28,130 | $14.8M | 1.52% | −1,667−5.6% | Reduced |
| Greenleaf Trust | 28,073 | $14.8M | 0.13% | +441+1.6% | Added |
| Toth Financial Advisory Corp | 28,065 | $14.8M | 1.74% | +175+0.6% | Added |
| Gardner Lewis Asset Management L P | 28,044 | $14.8M | 3.74% | −141−0.5% | Reduced |
| Coldstream Capital Management Inc | 27,893 | $14.7M | 0.31% | +436+1.6% | Added |
| Premier Fund Managers Ltd | 27,767 | $14.6M | 0.52% | −300−1.1% | Reduced |
| Argent Trust Co | 27,672 | $14.6M | 0.59% | +107+0.4% | Added |
| Coalescence Partners Investment Management, LP | 27,573 | $14.5M | 5.53% | 00.0% | Unchanged |
| Adams Diversified Equity Fund, Inc. | 27,562 | $14.5M | 0.55% | −3,000−9.8% | Reduced |
| Brevan Howard Capital Management LP | 27,354 | $14.4M | 0.36% | +14,735+116.8% | Added |
| TCG Advisory Services, LLC | 27,225 | $14.3M | 0.60% | −252−0.9% | Reduced |
| Independent Advisor Alliance | 27,187 | $14.3M | 0.19% | +1,265+4.9% | Added |
| Bluegrass Capital Partners LP | 27,000 | $14.2M | 12.62% | −5,000−15.6% | Reduced |
| EFG Asset Management (Americas) Corp. | 26,976 | $14.2M | 2.76% | −255−0.9% | Reduced |
| Marsico Capital Management LLC | 26,460 | $13.9M | 0.38% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 26,370 | $13.9M | 1.29% | −536−2.0% | Reduced |
| Giverny Capital Inc.SuperinvestorGiverny Capital | 26,275 | $13.8M | 0.51% | +729+2.9% | Added |
| Meiji Yasuda Life Insurance Co | 26,212 | $13.8M | 0.26% | −45−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 26,026 | $13.7M | 0.30% | −123−0.5% | Reduced |
| Harbor Advisors LLC | 26,000 | $13.7M | 2.15% | 00.0% | Unchanged |
| Maytus Capital Management, LLC | 26,000 | $13.7M | 4.78% | +26,000 | New |
| Harbor Investment Advisory, LLC | 25,981 | $13.7M | 1.28% | −120−0.5% | Reduced |
| RSM US Wealth Management LLC | 25,980 | $13.7M | 0.20% | −374−1.4% | Reduced |
| Papp L Roy & Associates | 25,804 | $13.6M | 1.59% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 25,778 | $13.6M | 2.95% | +25,778 | New |
| Blue Fin Capital, Inc. | 25,685 | $13.5M | 2.49% | +148+0.6% | Added |
| Snowden Capital Advisors LLC | 25,326 | $13.3M | 0.41% | +133+0.5% | Added |
| Elk River Wealth Management, LLC | 25,321 | $13.3M | 2.41% | −270−1.1% | Reduced |
| HighPoint Advisor Group LLC | 23,586 | $13.3M | 0.72% | +882+3.9% | Added |
| Callahan Advisors, LLC | 25,277 | $13.3M | 1.25% | +449+1.8% | Added |
| National Asset Management, Inc. | 25,087 | $13.2M | 0.43% | −2,863−10.2% | Reduced |
| Montag A & Associates Inc | 25,045 | $13.2M | 0.63% | −137−0.5% | Reduced |
| Kestra Private Wealth Services, LLC | 24,981 | $13.2M | 0.22% | −2,717−9.8% | Reduced |
| Wedbush Securities Inc | 24,926 | $13.1M | 0.47% | +1,813+7.8% | Added |
| Ascent Group, LLC | 24,874 | $13.1M | 0.98% | +1,706+7.4% | Added |
| Fundsmith Investment Services Ltd. | 24,858 | $13.1M | 0.17% | 00.0% | Unchanged |
| GAM Holding AG | 24,833 | $13.1M | 0.98% | +957+4.0% | Added |
| BTC Capital Management, Inc. | 24,837 | $13.1M | 1.21% | −382−1.5% | Reduced |
| Westpac Banking Corp | 24,787 | $13.1M | 0.87% | +405+1.7% | Added |
| Kinneret Advisory, LLC | 24,780 | $13.0M | 1.23% | −1,155−4.5% | Reduced |
| Capital Management Corp | 24,713 | $13.0M | 2.33% | −438−1.7% | Reduced |
| Bleakley Financial Group, LLC | 24,535 | $12.9M | 0.39% | +107+0.4% | Added |
| Bowen Hanes & Co Inc | 24,465 | $12.9M | 0.35% | −775−3.1% | Reduced |
| Allstate Corp | 24,448 | $12.9M | 0.38% | +23,737+3,338.5% | Added |
| Telos Capital Management, Inc. | 24,430 | $12.9M | 1.37% | −630−2.5% | Reduced |
| East Coast Asset Management, LLC. | 24,365 | $12.8M | 4.29% | −1,678−6.4% | Reduced |
| Laurel Wealth Advisors LLC | 24,225 | $12.8M | 1.99% | +18+0.1% | Added |
| Carderock Capital Management Inc | 23,917 | $12.6M | 3.16% | −390−1.6% | Reduced |
| Cyrus J. Lawrence, LLC | 23,876 | $12.6M | 2.43% | −136−0.6% | Reduced |
| Symmetry Investments LP | 23,684 | $12.5M | 0.75% | +23,684 | New |
| LMCG Investments, LLC | 23,612 | $12.4M | 0.76% | −886−3.6% | Reduced |
| Valeo Financial Advisors, LLC | 23,568 | $12.4M | 0.35% | −396−1.7% | Reduced |
| Gamco Investors, Inc. Et Al | 23,538 | $12.4M | 0.13% | −914−3.7% | Reduced |
| Investment House LLC | 23,504 | $12.4M | 0.67% | −305−1.3% | Reduced |
| Caldwell Trust Co | 23,473 | $12.4M | 1.29% | −457−1.9% | Reduced |
| Flputnam Investment Management Co | 23,415 | $12.3M | 0.23% | +608+2.7% | Added |