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 3,633 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 4 季 13F 持有人
Mastercard Inc 在 2023/12/31 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
- 3,041
- 較 2023 年第 3 季 +257 家
- 持有股數
- 7.15 億
- 較 2023 年第 3 季 +178.7 萬 (+0.3%)
- 總市值
- $3,050 億
- 較 2023 年第 3 季 +$223.9 億 (+7.9%)
- 新進機構
- 354
- 另有 1,077 家加碼
- 清倉機構
- 97
- 另有 1,195 家減碼
另有 38 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 | 3,633 | $3,962 億 |
| 2026 年第 1 季 | 3,633 | $3,838 億 |
| 2025 年第 4 季 | 3,741 | $4,508 億 |
| 2025 年第 3 季 | 3,511 | $4,452 億 |
| 2025 年第 2 季 | 3,536 | $4,482 億 |
| 2025 年第 1 季 | 3,491 | $4,383 億 |
| 2024 年第 4 季 | 3,449 | $4,228 億 |
| 2024 年第 3 季 | 3,146 | $3,516 億 |
| 2024 年第 2 季 | 3,122 | $3,148 億 |
| 2024 年第 1 季 | 3,122 | $3,435 億 |
| 2023 年第 4 季 | 3,041 | $3,050 億 |
| 2023 年第 3 季 | 2,822 | $2,830 億 |
| 2023 年第 2 季 | 2,787 | $2,826 億 |
| 2023 年第 1 季 | 2,737 | $2,633 億 |
| 2022 年第 4 季 | 2,714 | $2,533 億 |
| 2022 年第 3 季 | 2,555 | $2,078 億 |
| 2022 年第 2 季 | 2,594 | $2,312 億 |
| 2022 年第 1 季 | 2,623 | $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 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Synergy Financial Group, LTD | 3,785 | $161.4 萬 | 1.98% | −153−3.9% | 減碼 |
| Johnson Financial Group, Inc. | 3,788 | $161.6 萬 | 0.09% | +849+28.9% | 加碼 |
| Canopy Partners, LLC | 3,791 | $161.7 萬 | 0.99% | +3,791 | 新進 |
| Harvest Fund Management Co., Ltd | 3,790 | $161.7 萬 | 0.25% | −274−6.7% | 減碼 |
| Hennessy Advisors Inc | 3,800 | $162.1 萬 | 0.08% | −500−11.6% | 減碼 |
| YHB Investment Advisors, Inc. | 3,804 | $162.2 萬 | 0.16% | +31+0.8% | 加碼 |
| Emfo, LLC | 3,809 | $162.5 萬 | 1.51% | −400−9.5% | 減碼 |
| Strong Tower Advisory Services | 3,809 | $162.5 萬 | 0.72% | −87−2.2% | 減碼 |
| Value Partners Investments Inc. | 3,803 | $162.5 萬 | 0.13% | +262+7.4% | 加碼 |
| Strait & Sound Wealth Management LLC | 3,801 | $162.5 萬 | 1.01% | −130−3.3% | 減碼 |
| SkyView Investment Advisors, LLC | 3,809 | $162.5 萬 | 0.41% | −252−6.2% | 減碼 |
| Resources Management Corp | 3,812 | $162.6 萬 | 0.24% | +1,165+44.0% | 加碼 |
| M&R Capital Management Inc | 3,826 | $163.2 萬 | 0.41% | +180+4.9% | 加碼 |
| Altman Advisors, Inc. | 3,829 | $163.3 萬 | 0.86% | +42+1.1% | 加碼 |
| Strategic Planning Group, LLC | 3,829 | $163.4 萬 | 0.54% | +3,829 | 新進 |
| Nikulski Financial, Inc. | 3,839 | $163.7 萬 | 0.60% | −32−0.8% | 減碼 |
| Aaron Wealth Advisors | 3,839 | $163.8 萬 | 0.27% | −13,963−78.4% | 減碼 |
| Elmwood Wealth Management, Inc. | 3,842 | $163.9 萬 | 1.15% | −2,420−38.6% | 減碼 |
| Amussen Hunsaker Associates LLC | 3,843 | $163.9 萬 | 0.33% | +99+2.6% | 加碼 |
| Essex Savings Bank | 3,858 | $164.5 萬 | 0.48% | +183+5.0% | 加碼 |
| NRI Wealth Management LC | 3,861 | $164.7 萬 | 1.64% | +3,861 | 新進 |
| Transatlantique Private Wealth LLC | 3,921 | $165.3 萬 | 0.77% | 00.0% | 不變 |
| VeraBank, N.A. | 3,876 | $165.3 萬 | 0.56% | −75−1.9% | 減碼 |
| Cinctive Capital Management LP | 3,883 | $165.6 萬 | 0.12% | +2,757+244.8% | 加碼 |
| Tectonic Advisors LLC | 3,893 | $166.0 萬 | 0.14% | +101+2.7% | 加碼 |
| Bailard, Inc. | 3,901 | $166.4 萬 | 0.05% | +327+9.1% | 加碼 |
| Prossimo Advisors, LLC | 3,905 | $166.6 萬 | 3.53% | +35+0.9% | 加碼 |
| HCR Wealth Advisors | 3,908 | $166.7 萬 | 0.26% | +1,737+80.0% | 加碼 |
| Independent Solutions Wealth Management, LLC | 3,915 | $167.0 萬 | 0.43% | +563+16.8% | 加碼 |
| Legacy Financial Advisors, Inc. | 3,915 | $167.0 萬 | 0.32% | +156+4.2% | 加碼 |
| Guardian Wealth Management, Inc. | 3,931 | $167.7 萬 | 1.42% | +27+0.7% | 加碼 |
| Lantern Wealth Advisors, LLC | 3,934 | $167.8 萬 | 1.32% | +3,934 | 新進 |
| PDS Planning, Inc | 3,942 | $168.1 萬 | 0.19% | +50+1.3% | 加碼 |
| Thrive Wealth Management, LLC | 3,944 | $168.2 萬 | 0.37% | −63−1.6% | 減碼 |
| Roof Eidam & Maycock | 3,948 | $168.4 萬 | 0.51% | +10+0.3% | 加碼 |
| Ossiam | 3,963 | $169.0 萬 | 0.03% | −877−18.1% | 減碼 |
| Mayflower Financial Advisors, LLC | 3,967 | $169.2 萬 | 0.23% | +30+0.8% | 加碼 |
| Moloney Securities Asset Management, LLC | 3,971 | $169.3 萬 | 0.27% | +103+2.7% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 3,984 | $169.9 萬 | 0.98% | 00.0% | 不變 |
| Strategic Advocates LLC | 3,998 | $170.5 萬 | 0.72% | +40+1.0% | 加碼 |
| Angeles Wealth Management, LLC | 3,999 | $170.6 萬 | 0.21% | −336−7.8% | 減碼 |
| Trifecta Capital Advisors, LLC | 4,006 | $170.9 萬 | 0.47% | +43+1.1% | 加碼 |
| CIC Wealth, LLC | 4,009 | $171.0 萬 | 0.54% | −129−3.1% | 減碼 |
| Arrow Financial Corp | 4,039 | $172.3 萬 | 0.18% | −106−2.6% | 減碼 |
| Richwood Investment Advisors, LLC | 4,043 | $172.4 萬 | 1.62% | +258+6.8% | 加碼 |
| Everpar Advisors LLC | 4,047 | $172.6 萬 | 0.80% | +4,047 | 新進 |
| Caxton Associates LP | 4,048 | $172.7 萬 | 0.09% | +4,048 | 新進 |
| Farmers & Merchants Trust Co of Long Beach | 4,062 | $173.2 萬 | 0.46% | −20.0% | 減碼 |
| Paragon Advisors, LLC | 4,078 | $173.9 萬 | 0.74% | +4,078 | 新進 |
| Scharf Investments, LLC | 4,082 | $174.1 萬 | 0.05% | +178+4.6% | 加碼 |
| RMR Wealth Builders | 4,092 | $174.5 萬 | 0.25% | −149−3.5% | 減碼 |
| World Equity Group, Inc. | 4,099 | $174.8 萬 | 0.35% | +292+7.7% | 加碼 |
| Cape Investment Advisory, Inc. | 4,105 | $175.1 萬 | 0.86% | −117−2.8% | 減碼 |
| Old Mission Capital LLC | 4,119 | $175.7 萬 | 0.05% | +2,317+128.6% | 加碼 |
| Liberty Capital Management, Inc. | 4,127 | $176.0 萬 | 0.46% | 00.0% | 不變 |
| Mount Yale Investment Advisors, LLC | 4,131 | $176.2 萬 | 0.17% | −121−2.8% | 減碼 |
| Mystic Asset Management, Inc. | 4,145 | $176.8 萬 | 0.85% | +55+1.3% | 加碼 |
| Point72 Hong Kong Ltd | 4,182 | $178.4 萬 | 0.11% | +4,182 | 新進 |
| Cornerstone Wealth Group, LLC | 4,191 | $178.8 萬 | 0.26% | +131+3.2% | 加碼 |
| Ameliora Wealth Management Ltd. | 4,195 | $178.9 萬 | 0.89% | 00.0% | 不變 |
| Nations Financial Group Inc, | 4,196 | $179.0 萬 | 0.17% | +69+1.7% | 加碼 |
| Alta Fox Capital Management, LLC | 4,200 | $179.1 萬 | 1.15% | 00.0% | 不變 |
| Intelligent Financial Strategies | 4,202 | $179.2 萬 | 1.25% | 00.0% | 不變 |
| David Loasby | 4,283 | $179.6 萬 | 0.19% | −599−12.3% | 減碼 |
| Vise Technologies, Inc. | 4,217 | $179.9 萬 | 0.39% | −618−12.8% | 減碼 |
| Arthur M. Cohen & Associates, LLC | 4,224 | $180.2 萬 | 0.42% | −65−1.5% | 減碼 |
| Clark Capital Management Group, Inc. | 4,248 | $181.2 萬 | 0.01% | +2,211+108.5% | 加碼 |
| Consilium Wealth Advisory, LLC | 4,250 | $181.3 萬 | 1.09% | +261+6.5% | 加碼 |
| Stevens Capital Management LP | 4,251 | $181.3 萬 | 0.45% | +2,034+91.7% | 加碼 |
| Bard Financial Services, Inc. | 4,255 | $181.5 萬 | 0.20% | +135+3.3% | 加碼 |
| StoneX Group Inc. | 4,257 | $181.6 萬 | 0.18% | +1,128+36.0% | 加碼 |
| Smith, Moore & Co. | 4,261 | $181.7 萬 | 0.21% | +67+1.6% | 加碼 |
| Transcend Wealth Collective, LLC | 4,264 | $181.8 萬 | 0.16% | +10.0% | 加碼 |
| Redwood Investments, LLC | 4,264 | $181.9 萬 | 0.47% | −866−16.9% | 減碼 |
| Arbor Capital Management Inc | 4,345 | $182.0 萬 | 1.37% | −65−1.5% | 減碼 |
| Aua Capital Management, LLC | 4,284 | $182.7 萬 | 1.14% | +34+0.8% | 加碼 |
| Westhampton Capital, LLC | 4,287 | $182.8 萬 | 1.09% | −18−0.4% | 減碼 |
| Kelman-Lazarov, Inc. | 4,297 | $183.3 萬 | 0.40% | −32−0.7% | 減碼 |
| First Horizon Advisors, Inc. | 4,299 | $183.4 萬 | 0.06% | +35+0.8% | 加碼 |
| Kapitalo Investimentos Ltda | 4,320 | $184.3 萬 | 0.38% | −96−2.2% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 4,335 | $184.9 萬 | 1.30% | −700−13.9% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 4,344 | $185.3 萬 | 0.09% | +1,108+34.2% | 加碼 |
| Alapocas Investment Partners, Inc. | 4,350 | $185.5 萬 | 1.17% | −3−0.1% | 減碼 |
| Evergreen Wealth Solutions, LLC | 4,413 | $188.2 萬 | 1.61% | −243−5.2% | 減碼 |
| Mirabella Financial Services LLP | 4,420 | $188.5 萬 | 0.27% | +4,420 | 新進 |
| Prosperitas Financial LLC | 4,436 | $189.2 萬 | 1.39% | +367+9.0% | 加碼 |
| Manchester Capital Management LLC | 4,440 | $189.4 萬 | 0.25% | +64+1.5% | 加碼 |
| Visionary Wealth Advisors | 4,469 | $190.6 萬 | 0.14% | −842−15.9% | 減碼 |
| Cornercap Investment Counsel Inc | 4,478 | $191.0 萬 | 0.31% | +4,478 | 新進 |
| Catalytic Wealth RIA, LLC | 4,478 | $191.0 萬 | 0.86% | +4,478 | 新進 |
| Revolve Wealth Partners, LLC | 4,487 | $191.4 萬 | 0.37% | −300−6.3% | 減碼 |
| Capital Investment Advisors, LLC | 4,498 | $191.8 萬 | 0.05% | +1,106+32.6% | 加碼 |
| Cobblestone Capital Advisors LLC | 4,499 | $191.9 萬 | 0.13% | −35−0.8% | 減碼 |
| Compass Wealth Management LLC | 4,500 | $191.9 萬 | 0.54% | 00.0% | 不變 |
| AdvisorNet Financial, Inc | 4,501 | $192.0 萬 | 0.18% | +333+8.0% | 加碼 |
| Resonant Capital Advisors, LLC | 4,508 | $192.3 萬 | 0.19% | +1,767+64.5% | 加碼 |
| Sendero Wealth Management, LLC | 4,511 | $192.4 萬 | 0.36% | +93+2.1% | 加碼 |
| Sargent Investment Group, LLC | 4,513 | $192.5 萬 | 0.42% | +1,843+69.0% | 加碼 |
| TriaGen Wealth Management LLC | 4,515 | $192.6 萬 | 0.92% | −131−2.8% | 減碼 |
| Sigma Planning Corp | 4,532 | $193.3 萬 | 0.15% | −5,112−53.0% | 減碼 |