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 |
|---|---|---|---|---|---|
| BTG Pactual Global Asset Management Ltd | 4,538 | $193.6 萬 | 1.15% | −2,000−30.6% | 減碼 |
| Missouri Trust & Investment Co | 4,541 | $193.7 萬 | 0.78% | −42−0.9% | 減碼 |
| Ignite Planners, LLC | 4,593 | $193.8 萬 | 0.58% | −6,635−59.1% | 減碼 |
| OV Management LLC | 4,554 | $194.2 萬 | 1.60% | +4,554 | 新進 |
| Security National Bank | 4,566 | $194.7 萬 | 0.44% | +73+1.6% | 加碼 |
| McDaniel Terry & Co | 4,569 | $194.9 萬 | 0.19% | −390−7.9% | 減碼 |
| Community Bank & Trust, Waco, Texas | 4,569 | $194.9 萬 | 0.53% | +3,083+207.5% | 加碼 |
| Geller Advisors LLC | 4,589 | $195.7 萬 | 0.19% | +37+0.8% | 加碼 |
| Chemistry Wealth Management LLC | 4,602 | $196.3 萬 | 0.59% | +34+0.7% | 加碼 |
| Mirova | 4,608 | $196.5 萬 | 0.40% | +214+4.9% | 加碼 |
| Evernest Financial Advisors, LLC | 4,613 | $196.7 萬 | 1.00% | +4,613 | 新進 |
| Beacon Financial Group | 4,626 | $197.3 萬 | 0.24% | +249+5.7% | 加碼 |
| Patron Partners Advisors, LLC | 4,636 | $197.7 萬 | 1.31% | +131+2.9% | 加碼 |
| Fidelis Capital Partners, LLC | 4,659 | $198.7 萬 | 0.44% | +408+9.6% | 加碼 |
| Premier Path Wealth Partners, LLC | 4,660 | $198.7 萬 | 0.44% | +4,660 | 新進 |
| Summit Financial, LLC | 4,668 | $199.1 萬 | 0.13% | +207+4.6% | 加碼 |
| Barden Capital Management, Inc. | 4,994 | $199.4 萬 | 1.62% | +645+14.8% | 加碼 |
| Fort Point Capital Partners LLC | 4,679 | $199.6 萬 | 0.31% | −94−2.0% | 減碼 |
| Able Wealth Management LLC | 4,680 | $199.6 萬 | 1.81% | +4,680 | 新進 |
| Delta Financial Group, Inc. | 4,682 | $199.7 萬 | 0.63% | +52+1.1% | 加碼 |
| J. W. Coons Advisors, LLC | 4,698 | $200.4 萬 | 0.54% | +6+0.1% | 加碼 |
| Aubrey Capital Management Ltd | 4,700 | $200.5 萬 | 0.85% | 00.0% | 不變 |
| Synergy Financial Management, LLC | 4,704 | $200.6 萬 | 0.36% | +1,144+32.1% | 加碼 |
| Providence First Trust Co | 4,706 | $200.7 萬 | 0.99% | −15−0.3% | 減碼 |
| Aptus Capital Advisors, LLC | 4,719 | $201.3 萬 | 0.06% | −338−6.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 4,730 | $201.8 萬 | 0.18% | −112−2.3% | 減碼 |
| Van Hulzen Asset Management, LLC | 4,744 | $202.3 萬 | 0.14% | −1,436−23.2% | 減碼 |
| Wealth Alliance | 4,746 | $202.4 萬 | 0.28% | −46−1.0% | 減碼 |
| Garrison Point Advisors, LLC | 4,751 | $202.6 萬 | 1.43% | −75−1.6% | 減碼 |
| Ledyard National Bank | 4,757 | $202.9 萬 | 0.21% | −107−2.2% | 減碼 |
| Mutual Advisors, LLC | 4,759 | $203.0 萬 | 0.07% | +138+3.0% | 加碼 |
| Commerzbank Aktiengesellschaft | 4,781 | $203.9 萬 | 0.08% | +780+19.5% | 加碼 |
| Fortis Group Advisors, LLC | 5,613 | $204.0 萬 | 0.51% | +20.0% | 加碼 |
| Citizens Financial Group Inc | 4,798 | $204.6 萬 | 0.07% | +961+25.0% | 加碼 |
| Sentry Investment Management LLC | 4,802 | $204.8 萬 | 0.88% | −30−0.6% | 減碼 |
| Lindbrook Capital, LLC | 4,832 | $206.1 萬 | 0.21% | +585+13.8% | 加碼 |
| Caldwell Investment Management Ltd. | 4,838 | $206.8 萬 | 1.59% | 00.0% | 不變 |
| Fukoku Mutual Life Insurance Co | 4,855 | $207.1 萬 | 0.17% | −88−1.8% | 減碼 |
| First United Bank Trust | 4,859 | $207.2 萬 | 0.83% | −162−3.2% | 減碼 |
| SeaBridge Investment Advisors LLC | 4,883 | $208.3 萬 | 0.61% | +10.0% | 加碼 |
| Wealthcare Advisory Partners LLC | 4,892 | $208.7 萬 | 0.08% | +490+11.1% | 加碼 |
| Dantai Capital Ltd | 4,900 | $209.0 萬 | 2.64% | +1,900+63.3% | 加碼 |
| Headinvest, LLC | 4,901 | $209.0 萬 | 0.43% | −10−0.2% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 4,909 | $209.4 萬 | 0.41% | −6,494−56.9% | 減碼 |
| Wealthsource Partners, LLC | 4,914 | $209.6 萬 | 0.14% | +3+0.1% | 加碼 |
| Great Lakes Retirement, Inc. | 4,919 | $209.8 萬 | 0.35% | +97+2.0% | 加碼 |
| Quotient Wealth Partners, LLC | 4,925 | $210.0 萬 | 0.08% | +4,925 | 新進 |
| Platform Technology Partners | 4,580 | $210.1 萬 | 0.82% | +71+1.6% | 加碼 |
| Carmichael Hill & Associates, Inc. | 4,967 | $211.8 萬 | 0.94% | +10.0% | 加碼 |
| Leo Wealth, LLC | 4,811 | $212.0 萬 | 0.22% | +4,811 | 新進 |
| Prestige Wealth Management Group LLC | 4,978 | $212.3 萬 | 0.48% | +459+10.2% | 加碼 |
| Principle Wealth Partners LLC | 4,979 | $212.4 萬 | 0.18% | +63+1.3% | 加碼 |
| Orleans Capital Management Corp | 4,997 | $213.1 萬 | 1.43% | +280+5.9% | 加碼 |
| Bourne Lent Asset Management Inc | 4,998 | $213.2 萬 | 0.87% | 00.0% | 不變 |
| PKO Investment Management Joint-Stock Co | 5,000 | $213.3 萬 | 0.27% | +5,000 | 新進 |
| Chatham Capital Group, Inc. | 5,023 | $214.2 萬 | 0.43% | +40+0.8% | 加碼 |
| Northwest Bank & Trust Co | 5,028 | $214.4 萬 | 1.93% | +5,028 | 新進 |
| Maia Wealth LLC | 5,034 | $214.7 萬 | 0.87% | +5,034 | 新進 |
| S.A. Mason LLC | 5,055 | $215.6 萬 | 1.45% | −74−1.4% | 減碼 |
| Capital Counsel LLC | 5,096 | $217.3 萬 | 0.11% | −250−4.7% | 減碼 |
| Deane Retirement Strategies, Inc. | 5,098 | $217.4 萬 | 1.19% | +14+0.3% | 加碼 |
| Howland Capital Management LLC | 5,125 | $218.6 萬 | 0.12% | −30−0.6% | 減碼 |
| Riverpark Capital Management LLC | 5,126 | $218.6 萬 | 3.34% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 5,133 | $218.9 萬 | 0.13% | +4+0.1% | 加碼 |
| Belpointe Asset Management LLC | 5,136 | $219.1 萬 | 0.19% | +115+2.3% | 加碼 |
| Unique Wealth Strategies, LLC | 5,140 | $219.2 萬 | 1.46% | +5,140 | 新進 |
| Rockingstone Advisors LLC | 5,151 | $219.7 萬 | 1.23% | −5,301−50.7% | 減碼 |
| Chicago Trust Co NA | 5,154 | $219.8 萬 | 0.49% | −1,687−24.7% | 減碼 |
| Lester Murray Antman dba SimplyRich | 5,162 | $220.2 萬 | 0.76% | 00.0% | 不變 |
| Institutional & Family Asset Management, LLC | 5,164 | $220.2 萬 | 0.36% | −9−0.2% | 減碼 |
| Pegasus Partners Ltd. | 5,180 | $220.9 萬 | 0.26% | −546−9.5% | 減碼 |
| Mechanics Bank Trust Department | 5,188 | $221.3 萬 | 0.35% | +484+10.3% | 加碼 |
| Cyndeo Wealth Partners, LLC | 5,201 | $221.8 萬 | 0.21% | +3,549+214.8% | 加碼 |
| Simon Quick Advisors, LLC | 5,210 | $222.2 萬 | 0.20% | +160+3.2% | 加碼 |
| Symmetry Partners, LLC | 5,216 | $222.4 萬 | 0.12% | −1,379−20.9% | 減碼 |
| Segment Wealth Management, LLC | 5,217 | $222.5 萬 | 0.20% | +519+11.0% | 加碼 |
| SRN Advisors, LLC | 5,241 | $223.5 萬 | 2.01% | +274+5.5% | 加碼 |
| Financial Advocates Investment Management | 5,269 | $224.7 萬 | 0.15% | +104+2.0% | 加碼 |
| Heartland Bank & Trust Co | 5,275 | $225.0 萬 | 1.55% | −304−5.4% | 減碼 |
| GAMMA Investing LLC | 5,009 | $225.0 萬 | 0.61% | +5,009 | 新進 |
| Amarillo National Bank | 5,291 | $225.7 萬 | 0.43% | 00.0% | 不變 |
| Pinnacle Wealth Planning Services, Inc. | 5,294 | $225.8 萬 | 0.35% | −25−0.5% | 減碼 |
| Scott & Selber, Inc. | 5,294 | $225.8 萬 | 0.85% | −66−1.2% | 減碼 |
| Cape Cod Five Cents Savings Bank | 5,303 | $226.2 萬 | 0.23% | −6,147−53.7% | 減碼 |
| Girard Partners Ltd. | 5,303 | $226.2 萬 | 0.23% | −7−0.1% | 減碼 |
| Quantum Private Wealth, LLC | 5,306 | $226.3 萬 | 0.95% | 00.0% | 不變 |
| Chilton Capital Management LLC | 5,308 | $226.4 萬 | 0.12% | +599+12.7% | 加碼 |
| Sepio Capital, LP | 5,338 | $227.7 萬 | 0.19% | +237+4.6% | 加碼 |
| JPL Wealth Management, LLC | 5,342 | $227.8 萬 | 1.64% | +5,342 | 新進 |
| Richard Bernstein Advisors LLC | 5,346 | $228.0 萬 | 0.05% | +3+0.1% | 加碼 |
| West Branch Capital LLC | 5,349 | $228.2 萬 | 1.07% | +265+5.2% | 加碼 |
| Inlet Private Wealth, LLC | 5,372 | $229.1 萬 | 0.70% | 00.0% | 不變 |
| Main Street Financial Solutions, LLC | 5,377 | $229.3 萬 | 0.30% | +1,739+47.8% | 加碼 |
| Cordatus Wealth Management LLC | 5,384 | $229.6 萬 | 1.90% | −38−0.7% | 減碼 |
| Arete Wealth Advisors, LLC | 5,387 | $229.8 萬 | 0.18% | +5,387 | 新進 |
| Beverly Hills Private Wealth, LLC | 5,389 | $229.9 萬 | 0.60% | −223−4.0% | 減碼 |
| Parkside Financial Bank & Trust | 5,393 | $230.0 萬 | 0.42% | +1,203+28.7% | 加碼 |
| James Hambro & Partners | 5,417 | $231.1 萬 | 0.12% | −300−5.2% | 減碼 |
| Sovereign Financial Group, Inc. | 5,431 | $231.6 萬 | 0.71% | +145+2.7% | 加碼 |
| Weatherly Asset Management L. P. | 5,441 | $232.1 萬 | 0.25% | +339+6.6% | 加碼 |