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。
2023 年第 2 季 13F 持有人
Mastercard Inc 在 2023/6/30 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
- 2,787
- 較 2023 年第 1 季 +76 家
- 持有股數
- 7.19 億
- 較 2023 年第 1 季 −6,778 萬 (−8.6%)
- 總市值
- $2,826 億
- 較 2023 年第 1 季 +$194.3 億 (+7.4%)
- 新進機構
- 181
- 另有 1,028 家加碼
- 清倉機構
- 105
- 另有 1,158 家減碼
另有 26 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 |
2023 年第 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CIC Wealth, LLC | 4,127 | $162.3 萬 | 0.56% | +4+0.1% | 加碼 |
| Bard Financial Services, Inc. | 4,120 | $162.0 萬 | 0.12% | 00.0% | 不變 |
| Intact Investment Management Inc. | 4,100 | $161.3 萬 | 0.07% | −550−11.8% | 減碼 |
| Axxcess Wealth Management, LLC | 4,099 | $161.2 萬 | 0.12% | +81+2.0% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 4,098 | $161.2 萬 | 0.43% | −412−9.1% | 減碼 |
| Stonebridge Financial Planning Group, LLC | 4,084 | $160.6 萬 | 0.98% | +23+0.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 4,064 | $159.7 萬 | 0.32% | −973−19.3% | 減碼 |
| Stokes Family Office, LLC | 4,056 | $159.5 萬 | 0.18% | −112−2.7% | 減碼 |
| Mystic Asset Management, Inc. | 4,030 | $158.5 萬 | 0.85% | −75−1.8% | 減碼 |
| Cornerstone Wealth Group, LLC | 4,010 | $157.7 萬 | 0.29% | +216+5.7% | 加碼 |
| Strait & Sound Wealth Management LLC | 4,010 | $157.7 萬 | 1.56% | −609−13.2% | 減碼 |
| Amica Retiree Medical Trust | 3,982 | $156.6 萬 | 1.75% | −254−6.0% | 減碼 |
| Wallace Advisory Group, LLC | 4,309 | $156.6 萬 | 1.19% | 00.0% | 不變 |
| Fidelis Capital Partners, LLC | 3,968 | $156.1 萬 | 0.57% | +171+4.5% | 加碼 |
| Trifecta Capital Advisors, LLC | 3,968 | $156.1 萬 | 0.50% | +30+0.8% | 加碼 |
| Davis R M Inc | 3,961 | $155.8 萬 | 0.04% | +85+2.2% | 加碼 |
| Strong Tower Advisory Services | 3,959 | $155.7 萬 | 0.74% | −86−2.1% | 減碼 |
| Focus Financial Network, Inc. | 3,953 | $155.5 萬 | 0.09% | +118+3.1% | 加碼 |
| VeraBank, N.A. | 3,951 | $155.4 萬 | 0.60% | +150+3.9% | 加碼 |
| David Loasby | 3,941 | $154.9 萬 | 0.17% | +359+10.0% | 加碼 |
| Synergy Financial Group, LTD | 3,936 | $154.8 萬 | 2.09% | +973+32.8% | 加碼 |
| Transatlantique Private Wealth LLC | 3,924 | $154.3 萬 | 0.81% | −46−1.2% | 減碼 |
| Lindbrook Capital, LLC | 3,922 | $154.3 萬 | 0.16% | −7−0.2% | 減碼 |
| Union Savings Bank | 3,911 | $154.2 萬 | 0.92% | +3,911 | 新進 |
| Charles Schwab Trust Co | 4,223 | $154.1 萬 | 0.19% | −30−0.7% | 減碼 |
| Guardian Wealth Management, Inc. | 3,906 | $153.6 萬 | 1.40% | +115+3.0% | 加碼 |
| Crescent Park Management, L.P. | 3,903 | $153.5 萬 | 0.45% | +30+0.8% | 加碼 |
| Vise Technologies, Inc. | 3,900 | $153.4 萬 | 0.37% | −1,029−20.9% | 減碼 |
| Prossimo Advisors, LLC | 3,885 | $152.8 萬 | 1.47% | 00.0% | 不變 |
| Stevens Capital Management LP | 3,879 | $152.6 萬 | 0.31% | −1,774−31.4% | 減碼 |
| Brown Shipley& Co Ltd | 3,862 | $151.9 萬 | 0.62% | −68−1.7% | 減碼 |
| NVWM, LLC | 3,839 | $151.0 萬 | 0.49% | −61−1.6% | 減碼 |
| Segment Wealth Management, LLC | 3,827 | $150.5 萬 | 0.15% | −45−1.2% | 減碼 |
| Barden Capital Management, Inc. | 3,826 | $150.5 萬 | 1.65% | −481−11.2% | 減碼 |
| World Equity Group, Inc. | 3,809 | $149.8 萬 | 0.44% | −108,033−96.6% | 減碼 |
| D.B. Root & Company, LLC | 3,807 | $149.7 萬 | 0.57% | +172+4.7% | 加碼 |
| PDS Planning, Inc | 3,791 | $149.1 萬 | 0.19% | +415+12.3% | 加碼 |
| Richwood Investment Advisors, LLC | 3,781 | $148.7 萬 | 1.45% | −69−1.8% | 減碼 |
| Formidable Asset Management, LLC | 3,779 | $148.6 萬 | 0.32% | −10−0.3% | 減碼 |
| Handelsinvest Investeringsforvaltning | 3,766 | $148.1 萬 | 0.29% | −1,094−22.5% | 減碼 |
| Burns Matteson Capital Management, LLC | 3,764 | $148.0 萬 | 0.91% | −10−0.3% | 減碼 |
| Essex Savings Bank | 3,756 | $147.7 萬 | 0.49% | +197+5.5% | 加碼 |
| Cito Capital Group, LLC | 3,750 | $147.5 萬 | 0.68% | 00.0% | 不變 |
| Simon Quick Advisors, LLC | 3,750 | $147.5 萬 | 0.14% | −263−6.6% | 減碼 |
| Scharf Investments, LLC | 3,750 | $147.5 萬 | 0.04% | +373+11.0% | 加碼 |
| Amussen Hunsaker Associates LLC | 3,745 | $147.3 萬 | 0.33% | −74−1.9% | 減碼 |
| First National Advisers, LLC | 3,740 | $147.1 萬 | 1.35% | +38+1.0% | 加碼 |
| Tectonic Advisors LLC | 3,740 | $147.1 萬 | 0.18% | −983−20.8% | 減碼 |
| CenterStar Asset Management, LLC | 3,734 | $146.9 萬 | 1.33% | +3,734 | 新進 |
| Marshall Financial Group LLC | 3,727 | $146.6 萬 | 0.50% | +37+1.0% | 加碼 |
| Roof Eidam & Maycock | 3,723 | $146.4 萬 | 0.49% | +213+6.1% | 加碼 |
| YHB Investment Advisors, Inc. | 3,712 | $146.0 萬 | 0.14% | −97−2.5% | 減碼 |
| Borer Denton & Associates, Inc. | 3,700 | $145.5 萬 | 0.57% | 00.0% | 不變 |
| Mayflower Financial Advisors, LLC | 3,699 | $145.5 萬 | 0.19% | +39+1.1% | 加碼 |
| MainStreet Investment Advisors LLC | 3,699 | $145.5 萬 | 0.16% | −181−4.7% | 減碼 |
| Thrive Wealth Management, LLC | 3,679 | $144.7 萬 | 0.37% | +9+0.2% | 加碼 |
| Archer Investment Corp | 3,666 | $144.2 萬 | 0.51% | +257+7.5% | 加碼 |
| Prevail Innovative Wealth Advisors, LLC | 3,666 | $144.2 萬 | 0.79% | +3,666 | 新進 |
| Moloney Securities Asset Management, LLC | 3,663 | $144.1 萬 | 0.25% | +1,718+88.3% | 加碼 |
| HMS Capital Management, LLC | 3,656 | $143.8 萬 | 0.87% | −421−10.3% | 減碼 |
| Aspen Grove Capital, LLC | 3,655 | $143.7 萬 | 0.46% | +822+29.0% | 加碼 |
| Laurion Capital Management LP | 3,647 | $143.4 萬 | 0.06% | −10,689−74.6% | 減碼 |
| Genus Capital Management Inc. | 3,645 | $143.4 萬 | 0.21% | +3,645 | 新進 |
| Woodmont Investment Counsel LLC | 3,640 | $143.2 萬 | 0.15% | +70+2.0% | 加碼 |
| McCarthy Asset Management, Inc. | 3,633 | $142.9 萬 | 0.97% | 00.0% | 不變 |
| M&R Capital Management Inc | 3,617 | $142.3 萬 | 0.37% | +87+2.5% | 加碼 |
| Aua Capital Management, LLC | 3,614 | $142.1 萬 | 0.98% | 00.0% | 不變 |
| Strategic Blueprint, LLC | 3,593 | $141.3 萬 | 0.13% | +156+4.5% | 加碼 |
| First Heartland Consultants, Inc. | 3,565 | $140.2 萬 | 0.18% | −354−9.0% | 減碼 |
| Atlantic Trust, LLC | 3,750 | $139.2 萬 | 0.45% | +86+2.3% | 加碼 |
| RMR Wealth Builders | 3,527 | $138.7 萬 | 0.24% | −49−1.4% | 減碼 |
| Beaumont Financial Advisors, LLC | 3,502 | $137.7 萬 | 0.13% | +127+3.8% | 加碼 |
| Nikulski Financial, Inc. | 3,489 | $137.2 萬 | 0.57% | +198+6.0% | 加碼 |
| Legacy Financial Advisors, Inc. | 3,488 | $137.2 萬 | 0.26% | +152+4.6% | 加碼 |
| CVA Family Office, LLC | 3,480 | $136.9 萬 | 0.29% | +28+0.8% | 加碼 |
| Curated Wealth Partners LLC | 3,471 | $136.5 萬 | 0.27% | 00.0% | 不變 |
| Winch Advisory Services, LLC | 3,461 | $136.1 萬 | 0.49% | −100−2.8% | 減碼 |
| Rosenbaum Jay D. | 3,456 | $135.9 萬 | 2.18% | −465−11.9% | 減碼 |
| Main Street Financial Solutions, LLC | 3,449 | $135.6 萬 | 0.18% | +181+5.5% | 加碼 |
| Private Capital Management, LLC | 3,430 | $134.9 萬 | 0.16% | +1,978+136.2% | 加碼 |
| Cross Staff Investments Inc | 3,427 | $134.8 萬 | 1.24% | −223−6.1% | 減碼 |
| Brandywine Oak Private Wealth LLC | 3,417 | $134.4 萬 | 0.15% | −17−0.5% | 減碼 |
| Consilium Wealth Advisory, LLC | 3,405 | $133.9 萬 | 0.93% | +592+21.0% | 加碼 |
| Legacy Capital Group California, Inc. | 3,404 | $133.9 萬 | 0.55% | +1,248+57.9% | 加碼 |
| Aspiriant, LLC | 3,401 | $133.8 萬 | 0.07% | −80−2.3% | 減碼 |
| Quilter Plc | 1,342 | $133.2 萬 | 0.05% | +342+34.2% | 加碼 |
| Steinberg Asset Management LLC | 3,376 | $132.8 萬 | 1.27% | 00.0% | 不變 |
| Keel Point, LLC | 3,367 | $132.4 萬 | 0.18% | +5+0.1% | 加碼 |
| Cipher Capital LP | 3,366 | $132.4 萬 | 0.23% | −1,525−31.2% | 減碼 |
| Whitener Capital Management, Inc. | 3,365 | $132.4 萬 | 0.51% | 00.0% | 不變 |
| KB Financial Partners, LLC | 3,365 | $132.3 萬 | 0.36% | +2,055+156.9% | 加碼 |
| SRS Capital Advisors, Inc. | 3,364 | $132.3 萬 | 0.17% | −30−0.9% | 減碼 |
| Goldstone Financial Group, LLC | 3,360 | $132.1 萬 | 0.39% | +803+31.4% | 加碼 |
| Kingswood Wealth Advisors, LLC | 3,355 | $132.0 萬 | 0.42% | +3,355 | 新進 |
| Principal Street Partners, LLC | 3,346 | $131.6 萬 | 0.31% | +489+17.1% | 加碼 |
| Heron Financial Group, LLC | 3,333 | $131.1 萬 | 0.71% | +30+0.9% | 加碼 |
| Ronald Blue Trust, Inc. | 3,600 | $130.8 萬 | 0.02% | −2,464−40.6% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 3,324 | $130.7 萬 | 0.29% | +170+5.4% | 加碼 |
| Copperwynd Financial, LLC | 3,324 | $130.7 萬 | 0.61% | +33+1.0% | 加碼 |
| Barings LLC | 3,320 | $130.6 萬 | 0.04% | +440+15.3% | 加碼 |