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 |
|---|---|---|---|---|---|
| Sky Investment Group LLC | 23,370 | $12.3M | 2.25% | −238−1.0% | Reduced |
| Wetherby Asset Management Inc | 23,366 | $12.3M | 0.59% | −704−2.9% | Reduced |
| Centaurus Financial, Inc. | 23,252 | $12.2M | 0.75% | −192−0.8% | Reduced |
| HB Wealth Management, LLC | 23,245 | $12.2M | 0.13% | +3,558+18.1% | Added |
| Equitable Holdings, Inc. | 23,227 | $12.2M | 0.12% | +1,757+8.2% | Added |
| Impact Asset Management GmbH | 23,056 | $12.1M | 4.80% | −995−4.1% | Reduced |
| Morningstar Investment Services LLC | 22,919 | $12.1M | 1.10% | −223,982−90.7% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 22,907 | $12.1M | 0.90% | +1,269+5.9% | Added |
| Tompkins Financial Corp | 22,818 | $12.0M | 1.12% | +201+0.9% | Added |
| Silvant Capital Management LLC | 22,799 | $12.0M | 0.50% | −708−3.0% | Reduced |
| Congress Wealth Management LLC | 22,722 | $12.0M | 0.16% | −12,788−36.0% | Reduced |
| JTC Employer Solutions Trusteee Ltd | 22,763 | $12.0M | 0.85% | +5,006+28.2% | Added |
| Fagan Associates, Inc. | 22,686 | $11.9M | 1.90% | −470−2.0% | Reduced |
| Marietta Investment Partners LLC | 22,494 | $11.8M | 2.61% | +72+0.3% | Added |
| James Investment Research Inc | 22,314 | $11.7M | 1.40% | −448−2.0% | Reduced |
| BDF-Gestion | 22,204 | $11.7M | 1.21% | −2,885−11.5% | Reduced |
| Guardian Partners Inc. | 22,598 | $11.7M | 1.19% | +22,598 | New |
| EULAV Asset Management | 22,116 | $11.6M | 0.28% | −24,000−52.0% | Reduced |
| CTC LLC | 22,086 | $11.6M | 1.17% | +1,798+8.9% | Added |
| Kornitzer Capital Management Inc | 22,028 | $11.6M | 0.23% | +841+4.0% | Added |
| Solidarilty Wealth, LLC | 21,877 | $11.5M | 3.00% | +1,287+6.3% | Added |
| XXEC, Inc. | 21,858 | $11.5M | 9.55% | −564−2.5% | Reduced |
| Signaturefd, LLC | 21,634 | $11.4M | 0.22% | +501+2.4% | Added |
| Boston Research & Management Inc | 21,590 | $11.4M | 2.75% | −160−0.7% | Reduced |
| Kemnay Advisory Services Inc. | 21,575 | $11.4M | 2.04% | +21,575 | New |
| Legacy Private Trust Co. | 21,415 | $11.3M | 0.74% | +33+0.2% | Added |
| Pensionmark Financial Group, LLC | 21,277 | $11.2M | 0.31% | +2,761+14.9% | Added |
| Merit Financial Group, LLC | 21,207 | $11.2M | 0.20% | +4,434+26.4% | Added |
| Fruth Investment Management | 21,076 | $11.1M | 3.06% | 00.0% | Unchanged |
| Bank of Nova Scotia Trust Co | 21,008 | $11.1M | 1.17% | −1,203−5.4% | Reduced |
| Brasada Capital Management, LP | 21,854 | $11.0M | 1.96% | −800−3.5% | Reduced |
| Zweig-DiMenna Associates LLC | 20,850 | $11.0M | 0.93% | −1,000−4.6% | Reduced |
| Sequoia Financial Advisors, LLC | 20,765 | $10.9M | 0.11% | +2,298+12.4% | Added |
| Savant Capital, LLC | 20,756 | $10.9M | 0.09% | +188+0.9% | Added |
| Chapman Investment Management, LLC | 20,753 | $10.9M | 8.13% | +32+0.2% | Added |
| GQG Partners LLC | 20,587 | $10.8M | 0.02% | 00.0% | Unchanged |
| Hilltop Holdings Inc. | 20,581 | $10.8M | 0.68% | +871+4.4% | Added |
| American Money Management, LLC | 20,470 | $10.8M | 2.10% | +50.0% | Added |
| Plato Investment Management Ltd | 20,368 | $10.8M | 0.79% | +1,242+6.5% | Added |
| Crystal Rock Capital Management | 20,409 | $10.7M | 6.59% | −275−1.3% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,386 | $10.7M | 0.66% | −190−0.9% | Reduced |
| Ballentine Partners, LLC | 20,210 | $10.6M | 0.18% | +442+2.2% | Added |
| Jackson Square Partners, LLC | 20,209 | $10.6M | 1.15% | −1,062−5.0% | Reduced |
| Generate Investment Management Ltd | 20,188 | $10.6M | 0.74% | +7,393+57.8% | Added |
| Clear Harbor Asset Management, LLC | 20,185 | $10.6M | 0.86% | +59+0.3% | Added |
| Royal Capital Wealth Management, LLC | 20,156 | $10.6M | 7.44% | +24+0.1% | Added |
| Fifth Third Wealth Advisors LLC | 20,060 | $10.6M | 0.57% | +1,432+7.7% | Added |
| Blackhill Capital Inc | 20,000 | $10.5M | 0.55% | 00.0% | Unchanged |
| Conway Capital Management, Inc. | 19,997 | $10.5M | 4.66% | −30−0.1% | Reduced |
| Group One Trading, L.P. | 19,979 | $10.5M | 0.36% | −1,687−7.8% | Reduced |
| PEAK6 LLC | 19,887 | $10.5M | 0.41% | +19,887 | New |
| Shelton Capital Management | 19,780 | $10.4M | 0.26% | −88−0.4% | Reduced |
| Berger Financial Group, Inc | 19,768 | $10.4M | 0.72% | −337−1.7% | Reduced |
| TD Private Client Wealth LLC | 19,764 | $10.4M | 0.29% | −324−1.6% | Reduced |
| Donaldson Capital Management, LLC | 19,671 | $10.4M | 0.40% | +240+1.2% | Added |
| Certified Advisory Corp | 19,645 | $10.3M | 1.12% | +16+0.1% | Added |
| Cypress Asset Management Inc | 19,420 | $10.3M | 2.57% | −284−1.4% | Reduced |
| RKL Wealth Management LLC | 19,589 | $10.3M | 0.92% | −415−2.1% | Reduced |
| Evelyn Partners Asset Management Ltd | 19,553 | $10.3M | 2.77% | +19,553 | New |
| Everence Capital Management Inc | 19,526 | $10.3M | 0.67% | −2,700−12.1% | Reduced |
| Bogart Wealth, LLC | 19,387 | $10.2M | 0.48% | +841+4.5% | Added |
| Fundamentun, LLC | 19,318 | $10.2M | 0.61% | −1,010−5.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 19,291 | $10.2M | 0.13% | −347−1.8% | Reduced |
| EP Wealth Advisors, LLC | 19,290 | $10.2M | 0.08% | −627−3.1% | Reduced |
| City Holding Co | 19,232 | $10.1M | 1.44% | −843−4.2% | Reduced |
| Infusive Asset Management Inc. | 19,190 | $10.1M | 4.50% | −5,390−21.9% | Reduced |
| Cypress Capital Group | 19,152 | $10.1M | 1.24% | −755−3.8% | Reduced |
| WealthPlan Investment Management, LLC | 19,076 | $10.0M | 0.99% | +249+1.3% | Added |
| United Services Automobile Association | 19,057 | $10.0M | 0.33% | −133−0.7% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 19,053 | $10.0M | 1.03% | +33+0.2% | Added |
| Progressive Investment Management Corp | 19,021 | $10.0M | 2.57% | −500−2.6% | Reduced |
| MUFG Securities EMEA plc | 18,999 | $10.0M | 0.19% | +18,999 | New |
| Rockbridge Capital Management LLC | 18,960 | $9.98M | 5.68% | +18,960 | New |
| Bell Asset Management Ltd | 18,921 | $9.96M | 1.81% | −4,974−20.8% | Reduced |
| Evelyn Partners Investment Management Services Ltd | 18,877 | $9.94M | 1.73% | +18,877 | New |
| Bennett Selby Investments LP | 18,730 | $9.86M | 3.91% | +15+0.1% | Added |
| Synergy Financial Management, LLC | 19,372 | $9.85M | 0.76% | +9,762+101.6% | Added |
| Notis-McConarty Edward | 18,688 | $9.84M | 4.76% | −1,131−5.7% | Reduced |
| Live Oak Private Wealth LLC | 18,677 | $9.83M | 1.65% | −173−0.9% | Reduced |
| TBH Global Asset Management, LLC | 18,651 | $9.82M | 2.33% | −12−0.1% | Reduced |
| Ibex Wealth Advisors | 18,620 | $9.80M | 1.15% | +18,620 | New |
| St. Nicholas Private Asset Management, Inc | 18,593 | $9.79M | 8.75% | +18,593 | New |
| Mill Creek Capital Advisors, LLC | 18,494 | $9.74M | 0.23% | −66−0.4% | Reduced |
| Knollwood Investment Advisory, LLC | 18,400 | $9.69M | 1.01% | 00.0% | Unchanged |
| Proequities, Inc. | 18,343 | $9.68M | 0.55% | −472−2.5% | Reduced |
| Harbor Capital Advisors, Inc. | 18,352 | $9.66M | 0.42% | +438+2.4% | Added |
| Union Heritage Capital, LLC | 18,339 | $9.66M | 3.57% | 00.0% | Unchanged |
| Northeast Investment Management | 18,275 | $9.62M | 0.43% | −1,055−5.5% | Reduced |
| Miracle Mile Advisors, LLC | 18,228 | $9.60M | 0.19% | +10,240+128.2% | Added |
| Physicians Financial Services, Inc. | 18,213 | $9.59M | 2.91% | +300+1.7% | Added |
| Summit Trail Advisors, LLC | 18,201 | $9.58M | 0.35% | +1,863+11.4% | Added |
| Contravisory Investment Management, Inc. | 18,162 | $9.56M | 2.04% | −76−0.4% | Reduced |
| Howe & Rusling Inc | 18,152 | $9.56M | 0.82% | +1,207+7.1% | Added |
| Summit Global Investments | 18,116 | $9.54M | 0.60% | −5,111−22.0% | Reduced |
| Greenland Capital Management LP | 18,083 | $9.52M | 1.90% | +1,588+9.6% | Added |
| Ritholtz Wealth Management | 18,004 | $9.48M | 0.28% | +660+3.8% | Added |
| Baader Bank INC | 17,971 | $9.46M | 0.87% | −4,351−19.5% | Reduced |
| Broadleaf Partners, LLC | 17,896 | $9.42M | 2.20% | −230−1.3% | Reduced |
| Norman Fields, Gottscho Capital Management, LLC | 17,835 | $9.39M | 3.09% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 17,814 | $9.38M | 0.41% | −1,239−6.5% | Reduced |