Mastercard Inc
MA- 交易所
- NYSE
- 產業
- Services-Business Services, NEC
- SEC CIK
- 0001141391
近 90 天，Mastercard Inc 內部人申報 0 筆公開市場買進、11 筆賣出；2026 年第 2 季末有 3,634 家機構在 13F 申報持有，市值合計 $3,962 億；潘興廣場、阿克雷資本等 12 位大師持有。
2021 年第 4 季 13F 持有人
Mastercard Inc 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,646
- 較 2021 年第 3 季 +229 家
- 持有股數
- 7.39 億
- 較 2021 年第 3 季 +728.9 萬 (+1.0%)
- 總市值
- $2,648 億
- 較 2021 年第 3 季 +$100.5 億 (+3.9%)
- 新進機構
- 366
- 另有 1,119 家加碼
- 清倉機構
- 137
- 另有 826 家減碼
另有 38 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 MA 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,634 | $3,962 億 |
| 2026 年第 1 季 | 3,634 | $3,838 億 |
| 2025 年第 4 季 | 3,742 | $4,508 億 |
| 2025 年第 3 季 | 3,512 | $4,452 億 |
| 2025 年第 2 季 | 3,537 | $4,482 億 |
| 2025 年第 1 季 | 3,492 | $4,383 億 |
| 2024 年第 4 季 | 3,450 | $4,228 億 |
| 2024 年第 3 季 | 3,147 | $3,516 億 |
| 2024 年第 2 季 | 3,123 | $3,148 億 |
| 2024 年第 1 季 | 3,123 | $3,435 億 |
| 2023 年第 4 季 | 3,042 | $3,050 億 |
| 2023 年第 3 季 | 2,823 | $2,830 億 |
| 2023 年第 2 季 | 2,788 | $2,826 億 |
| 2023 年第 1 季 | 2,738 | $2,633 億 |
| 2022 年第 4 季 | 2,715 | $2,533 億 |
| 2022 年第 3 季 | 2,556 | $2,078 億 |
| 2022 年第 2 季 | 2,595 | $2,312 億 |
| 2022 年第 1 季 | 2,624 | $2,625 億 |
| 2021 年第 4 季 | 2,646 | $2,648 億 |
| 2021 年第 3 季 | 2,455 | $2,552 億 |
| 2021 年第 2 季 | 2,494 | $2,702 億 |
| 2021 年第 1 季 | 2,484 | $2,653 億 |
2021 年第 4 季持有機構
每家機構持有 Mastercard Inc 的股數、市值與佔組合比重；股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Nations Financial Group Inc, | 4,822 | $173.3 萬 | 0.23% | +375+8.4% | 加碼 |
| Ativo Capital Management LLC | 4,842 | $174.0 萬 | 0.77% | 00.0% | 不變 |
| Principle Wealth Partners LLC | 4,842 | $174.0 萬 | 0.18% | +51+1.1% | 加碼 |
| Csenge Advisory Group | 4,739 | $175.7 萬 | 0.16% | −684−12.6% | 減碼 |
| Aevitas Wealth Management, Inc. | 4,905 | $176.2 萬 | 1.05% | +1,971+67.2% | 加碼 |
| Donaldson Capital Management, LLC | 4,910 | $176.4 萬 | 0.08% | +1,320+36.8% | 加碼 |
| EP Wealth Advisors, LLC | 4,945 | $177.7 萬 | 0.04% | +883+21.7% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 4,660 | $178.3 萬 | 0.94% | −298−6.0% | 減碼 |
| Sierra Capital LLC | 4,969 | $178.5 萬 | 0.27% | +329+7.1% | 加碼 |
| Procyon Private Wealth Partners, LLC | 4,971 | $178.6 萬 | 0.38% | +375+8.2% | 加碼 |
| Revolve Wealth Partners, LLC | 4,982 | $179.0 萬 | 0.52% | +4,982 | 新進 |
| Fieldpoint Private Securities, LLC | 4,985 | $179.1 萬 | 0.35% | +59+1.2% | 加碼 |
| Bourne Lent Asset Management Inc | 4,998 | $179.6 萬 | 0.48% | 00.0% | 不變 |
| Blue Square Asset Management, LLC | 5,002 | $179.7 萬 | 1.12% | +33+0.7% | 加碼 |
| Anson Funds Management LP | 5,000 | $179.7 萬 | 0.25% | +5,000 | 新進 |
| Hongkou Capital LP | 5,000 | $179.7 萬 | 1.78% | +5,000 | 新進 |
| Garrison Point Advisors, LLC | 5,004 | $179.8 萬 | 1.19% | +10+0.2% | 加碼 |
| Beacon Financial Group | 4,853 | $180.0 萬 | 0.23% | +373+8.3% | 加碼 |
| Mount Yale Investment Advisors, LLC | 5,015 | $180.2 萬 | 0.19% | −6−0.1% | 減碼 |
| CX Institutional | 5,019 | $180.3 萬 | 0.14% | +3,085+159.5% | 加碼 |
| First United Bank Trust | 5,040 | $181.1 萬 | 0.67% | −85−1.7% | 減碼 |
| Cloverfields Capital Group, LP | 5,040 | $181.1 萬 | 0.56% | +5,040 | 新進 |
| Sovereign Financial Group, Inc. | 5,061 | $181.9 萬 | 0.74% | +19+0.4% | 加碼 |
| Inverness Counsel LLC | 5,067 | $182.1 萬 | 0.07% | −1,429−22.0% | 減碼 |
| TrimTabs Asset Management, LLC | 5,069 | $182.1 萬 | 0.90% | 00.0% | 不變 |
| LVW Advisors, LLC | 5,083 | $182.6 萬 | 0.31% | −997−16.4% | 減碼 |
| Wedgewood Investors Inc | 5,095 | $183.1 萬 | 2.16% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 5,126 | $184.2 萬 | 0.61% | +134+2.7% | 加碼 |
| International Assets Investment Management, LLC | 5,132 | $184.4 萬 | 0.32% | +1,314+34.4% | 加碼 |
| Grove Bank & Trust | 5,135 | $184.5 萬 | 0.35% | +449+9.6% | 加碼 |
| Evergreen Wealth Solutions, LLC | 5,133 | $184.5 萬 | 1.67% | +5,133 | 新進 |
| Ledyard National Bank | 5,158 | $185.3 萬 | 0.18% | −341−6.2% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 5,160 | $185.4 萬 | 0.06% | −1,160−18.4% | 減碼 |
| Providence First Trust Co | 5,165 | $185.6 萬 | 0.84% | 00.0% | 不變 |
| Hirtle Callaghan & Co LLC | 5,170 | $185.8 萬 | 0.09% | +5,170 | 新進 |
| Lester Murray Antman dba SimplyRich | 5,173 | $185.9 萬 | 0.62% | +11+0.2% | 加碼 |
| MainStreet Investment Advisors LLC | 5,188 | $186.4 萬 | 0.16% | −105−2.0% | 減碼 |
| Wright Investors Service Inc | 5,197 | $186.7 萬 | 0.47% | −2,774−34.8% | 減碼 |
| S.A. Mason LLC | 5,204 | $187.0 萬 | 1.13% | +50+1.0% | 加碼 |
| Pineno Levin & Ford Asset Management, Inc. | 5,203 | $187.0 萬 | 0.55% | +686+15.2% | 加碼 |
| Marshall Financial Group LLC | 5,204 | $187.0 萬 | 0.69% | +981+23.2% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 5,218 | $187.5 萬 | 0.31% | −2,826−35.1% | 減碼 |
| DeDora Capital, Inc. | 5,217 | $187.5 萬 | 1.40% | −250−4.6% | 減碼 |
| Institutional & Family Asset Management, LLC | 5,223 | $187.7 萬 | 0.29% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 5,290 | $187.8 萬 | 0.23% | −205−3.7% | 減碼 |
| Doyle Wealth Management | 5,233 | $188.0 萬 | 0.13% | +58+1.1% | 加碼 |
| Cornerstone Wealth Management, LLC | 5,233 | $188.2 萬 | 0.18% | +397+8.2% | 加碼 |
| Moneta Group Investment Advisors LLC | 5,249 | $188.6 萬 | 0.08% | +451+9.4% | 加碼 |
| Financial Advocates Investment Management | 5,255 | $188.8 萬 | 0.13% | +79+1.5% | 加碼 |
| Howland Capital Management LLC | 5,265 | $189.2 萬 | 0.10% | +48+0.9% | 加碼 |
| Icapital Wealth LLC | 5,270 | $189.4 萬 | 0.73% | +5,270 | 新進 |
| Main Street Financial Solutions, LLC | 5,294 | $190.2 萬 | 0.27% | +896+20.4% | 加碼 |
| Principal Street Partners, LLC | 5,300 | $190.4 萬 | 0.46% | +666+14.4% | 加碼 |
| Appleton Partners Inc | 5,314 | $190.9 萬 | 0.14% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 5,320 | $191.2 萬 | 0.14% | +200+3.9% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 5,324 | $191.3 萬 | 0.38% | −217−3.9% | 減碼 |
| Amica Retiree Medical Trust | 5,367 | $192.8 萬 | 1.64% | +1,007+23.1% | 加碼 |
| West Branch Capital LLC | 5,384 | $193.5 萬 | 0.82% | +435+8.8% | 加碼 |
| Quantum Private Wealth, LLC | 5,403 | $194.1 萬 | 0.74% | +5,403 | 新進 |
| Capital Counsel LLC | 5,412 | $194.5 萬 | 0.08% | +12+0.2% | 加碼 |
| Good Life Advisors, LLC | 5,418 | $194.7 萬 | 0.24% | +20.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 5,421 | $194.8 萬 | 0.05% | +3,576+193.8% | 加碼 |
| Princeton Capital Management LLC | 5,450 | $195.8 萬 | 0.56% | 00.0% | 不變 |
| Kelman-Lazarov, Inc. | 5,494 | $197.4 萬 | 0.64% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 5,494 | $197.4 萬 | 0.21% | +1,019+22.8% | 加碼 |
| Citizens Financial Group Inc | 187,774 | $197.8 萬 | 0.07% | +181,432+2,860.8% | 加碼 |
| Scott & Selber, Inc. | 5,518 | $198.3 萬 | 0.70% | +10.0% | 加碼 |
| NEXT Financial Group, Inc | 5,522 | $198.4 萬 | 0.13% | −366−6.2% | 減碼 |
| Ayalon Holdings Ltd. | 5,522 | $198.4 萬 | 0.68% | 00.0% | 不變 |
| McDaniel Terry & Co | 5,524 | $198.5 萬 | 0.20% | +982+21.6% | 加碼 |
| Jacobi Capital Management LLC | 5,555 | $199.6 萬 | 0.24% | +706+14.6% | 加碼 |
| Payden & Rygel | 5,560 | $199.8 萬 | 0.09% | 00.0% | 不變 |
| Sander Capital Advisors Inc | 5,570 | $200.1 萬 | 0.81% | −5,953−51.7% | 減碼 |
| Abbrea Capital, LLC | 5,605 | $201.4 萬 | 0.27% | +27+0.5% | 加碼 |
| Cim Investment Mangement Inc | 5,617 | $201.8 萬 | 0.60% | −101−1.8% | 減碼 |
| Balasa Dinverno & Foltz LLC | 5,642 | $202.7 萬 | 0.13% | −46−0.8% | 減碼 |
| Sciencast Management LP | 5,400 | $202.9 萬 | 0.36% | +5,400 | 新進 |
| Marion Wealth Management | 5,646 | $202.9 萬 | 0.96% | +5,646 | 新進 |
| Inlet Private Wealth, LLC | 5,655 | $203.2 萬 | 0.49% | 00.0% | 不變 |
| Capital Financial Services, LLC | 5,660 | $203.4 萬 | 2.22% | −250−4.2% | 減碼 |
| 55I, LLC | 5,688 | $204.3 萬 | 0.05% | −1,858−24.6% | 減碼 |
| Little House Capital LLC | 5,730 | $205.9 萬 | 1.09% | 00.0% | 不變 |
| Arjuna Capital | 5,741 | $206.3 萬 | 0.76% | −205−3.4% | 減碼 |
| Compagnie Lombard Odier SCmA | 5,745 | $206.5 萬 | 0.04% | −4,865−45.9% | 減碼 |
| Capital Investment Advisory Services, LLC | 5,752 | $206.7 萬 | 0.24% | +1,073+22.9% | 加碼 |
| Greenup Street Wealth Management LLC | 5,771 | $207.4 萬 | 1.25% | +5,771 | 新進 |
| Bank Hapoalim BM | 5,781 | $207.7 萬 | 0.21% | −926−13.8% | 減碼 |
| Optas, LLC | 5,792 | $208.1 萬 | 0.59% | +7+0.1% | 加碼 |
| Choate Investment Advisors | 5,801 | $208.5 萬 | 0.12% | −21−0.4% | 減碼 |
| Jaffetilchin Investment Partners, LLC | 5,814 | $208.9 萬 | 0.20% | +678+13.2% | 加碼 |
| Intrust Bank NA | 5,818 | $209.0 萬 | 0.25% | −129−2.2% | 減碼 |
| Parkside Financial Bank & Trust | 5,841 | $209.9 萬 | 0.52% | +4,294+277.6% | 加碼 |
| Peapack Gladstone Financial Corp | 5,844 | $210.0 萬 | 0.04% | −853−12.7% | 減碼 |
| Agate Pass Investment Management, LLC | 5,872 | $211.0 萬 | 1.31% | +5,872 | 新進 |
| Farmers & Merchants Investments Inc | 5,896 | $211.9 萬 | 0.08% | +318+5.7% | 加碼 |
| We Are One Seven, LLC | 5,902 | $212.1 萬 | 0.22% | +1,019+20.9% | 加碼 |
| Engine No. 1 LLC | 5,946 | $213.7 萬 | 0.44% | +1,259+26.9% | 加碼 |
| Harvest Fund Management Co., Ltd | 5,952 | $214.8 萬 | 0.36% | +354+6.3% | 加碼 |
| Zweig-DiMenna Associates LLC | 6,000 | $215.6 萬 | 0.17% | −22,700−79.1% | 減碼 |
| BTG Pactual Global Asset Management Ltd | 5,999 | $215.6 萬 | 2.25% | +5,999 | 新進 |