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 |
|---|---|---|---|---|---|
| Angeles Wealth Management, LLC | 3,999 | $170.6 萬 | 0.21% | −336−7.8% | 減碼 |
| Strategic Advocates LLC | 3,998 | $170.5 萬 | 0.72% | +40+1.0% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 3,984 | $169.9 萬 | 0.98% | 00.0% | 不變 |
| Moloney Securities Asset Management, LLC | 3,971 | $169.3 萬 | 0.27% | +103+2.7% | 加碼 |
| Mayflower Financial Advisors, LLC | 3,967 | $169.2 萬 | 0.23% | +30+0.8% | 加碼 |
| Ossiam | 3,963 | $169.0 萬 | 0.03% | −877−18.1% | 減碼 |
| Roof Eidam & Maycock | 3,948 | $168.4 萬 | 0.51% | +10+0.3% | 加碼 |
| Thrive Wealth Management, LLC | 3,944 | $168.2 萬 | 0.37% | −63−1.6% | 減碼 |
| PDS Planning, Inc | 3,942 | $168.1 萬 | 0.19% | +50+1.3% | 加碼 |
| Lantern Wealth Advisors, LLC | 3,934 | $167.8 萬 | 1.32% | +3,934 | 新進 |
| Guardian Wealth Management, Inc. | 3,931 | $167.7 萬 | 1.42% | +27+0.7% | 加碼 |
| Legacy Financial Advisors, Inc. | 3,915 | $167.0 萬 | 0.32% | +156+4.2% | 加碼 |
| Independent Solutions Wealth Management, LLC | 3,915 | $167.0 萬 | 0.43% | +563+16.8% | 加碼 |
| HCR Wealth Advisors | 3,908 | $166.7 萬 | 0.26% | +1,737+80.0% | 加碼 |
| Prossimo Advisors, LLC | 3,905 | $166.6 萬 | 3.53% | +35+0.9% | 加碼 |
| Bailard, Inc. | 3,901 | $166.4 萬 | 0.05% | +327+9.1% | 加碼 |
| Tectonic Advisors LLC | 3,893 | $166.0 萬 | 0.14% | +101+2.7% | 加碼 |
| Cinctive Capital Management LP | 3,883 | $165.6 萬 | 0.12% | +2,757+244.8% | 加碼 |
| VeraBank, N.A. | 3,876 | $165.3 萬 | 0.56% | −75−1.9% | 減碼 |
| Transatlantique Private Wealth LLC | 3,921 | $165.3 萬 | 0.77% | 00.0% | 不變 |
| NRI Wealth Management LC | 3,861 | $164.7 萬 | 1.64% | +3,861 | 新進 |
| Essex Savings Bank | 3,858 | $164.5 萬 | 0.48% | +183+5.0% | 加碼 |
| Amussen Hunsaker Associates LLC | 3,843 | $163.9 萬 | 0.33% | +99+2.6% | 加碼 |
| Elmwood Wealth Management, Inc. | 3,842 | $163.9 萬 | 1.15% | −2,420−38.6% | 減碼 |
| Aaron Wealth Advisors | 3,839 | $163.8 萬 | 0.27% | −13,963−78.4% | 減碼 |
| Nikulski Financial, Inc. | 3,839 | $163.7 萬 | 0.60% | −32−0.8% | 減碼 |
| Strategic Planning Group, LLC | 3,829 | $163.4 萬 | 0.54% | +3,829 | 新進 |
| Altman Advisors, Inc. | 3,829 | $163.3 萬 | 0.86% | +42+1.1% | 加碼 |
| M&R Capital Management Inc | 3,826 | $163.2 萬 | 0.41% | +180+4.9% | 加碼 |
| Resources Management Corp | 3,812 | $162.6 萬 | 0.24% | +1,165+44.0% | 加碼 |
| SkyView Investment Advisors, LLC | 3,809 | $162.5 萬 | 0.41% | −252−6.2% | 減碼 |
| Strait & Sound Wealth Management LLC | 3,801 | $162.5 萬 | 1.01% | −130−3.3% | 減碼 |
| Value Partners Investments Inc. | 3,803 | $162.5 萬 | 0.13% | +262+7.4% | 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 |
| YHB Investment Advisors, Inc. | 3,804 | $162.2 萬 | 0.16% | +31+0.8% | 加碼 |
| Hennessy Advisors Inc | 3,800 | $162.1 萬 | 0.08% | −500−11.6% | 減碼 |
| Harvest Fund Management Co., Ltd | 3,790 | $161.7 萬 | 0.25% | −274−6.7% | 減碼 |
| Canopy Partners, LLC | 3,791 | $161.7 萬 | 0.99% | +3,791 | 新進 |
| Johnson Financial Group, Inc. | 3,788 | $161.6 萬 | 0.09% | +849+28.9% | 加碼 |
| Synergy Financial Group, LTD | 3,785 | $161.4 萬 | 1.98% | −153−3.9% | 減碼 |
| Curated Wealth Partners LLC | 3,773 | $160.9 萬 | 0.26% | +46+1.2% | 加碼 |
| Woodmont Investment Counsel LLC | 3,757 | $160.2 萬 | 0.15% | +117+3.2% | 加碼 |
| Borer Denton & Associates, Inc. | 3,750 | $159.9 萬 | 0.61% | +50+1.4% | 加碼 |
| Cito Capital Group, LLC | 3,750 | $159.9 萬 | 0.69% | 00.0% | 不變 |
| Promethos Capital, LLC | 3,748 | $159.9 萬 | 1.16% | +3,748 | 新進 |
| ORG Partners LLC | 3,745 | $159.8 萬 | 0.27% | +1,088+40.9% | 加碼 |
| Wallace Advisory Group, LLC | 4,035 | $159.7 萬 | 1.25% | −235−5.5% | 減碼 |
| Peterson Wealth Management | 3,744 | $159.7 萬 | 1.44% | +293+8.5% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,740 | $159.5 萬 | 0.15% | −1,296−25.7% | 減碼 |
| Archer Investment Corp | 3,737 | $159.4 萬 | 0.51% | +32+0.9% | 加碼 |
| Whittier Trust Co of Nevada Inc | 3,733 | $159.2 萬 | 0.05% | −168−4.3% | 減碼 |
| Dunhill Financial, LLC | 3,732 | $159.2 萬 | 1.44% | −1,014−21.4% | 減碼 |
| Burns Matteson Capital Management, LLC | 3,731 | $159.1 萬 | 1.12% | −4−0.1% | 減碼 |
| BlueCrest Capital Management Ltd | 3,729 | $159.0 萬 | 0.27% | −1,592−29.9% | 減碼 |
| Marshall Financial Group LLC | 3,728 | $159.0 萬 | 0.51% | +4+0.1% | 加碼 |
| Quent Capital, LLC | 3,725 | $158.9 萬 | 0.21% | +252+7.3% | 加碼 |
| KCM Investment Advisors LLC | 3,725 | $158.9 萬 | 0.06% | −12−0.3% | 減碼 |
| Forum Financial Management, LP | 3,716 | $158.5 萬 | 0.03% | +339+10.0% | 加碼 |
| Redwood Investment Management, LLC | 3,703 | $157.9 萬 | 0.14% | −6,460−63.6% | 減碼 |
| Williamson Legacy Group, LLC | 3,684 | $157.1 萬 | 1.46% | +3,684 | 新進 |
| Caption Management, LLC | 3,680 | $157.0 萬 | 0.17% | +3,680 | 新進 |
| Confluence Wealth Services, Inc. | 3,673 | $156.7 萬 | 0.17% | +545+17.4% | 加碼 |
| First National Trust Co | 3,653 | $155.8 萬 | 0.07% | +229+6.7% | 加碼 |
| Formidable Asset Management, LLC | 3,650 | $155.7 萬 | 0.34% | −69−1.9% | 減碼 |
| IPG Investment Advisors LLC | 3,608 | $153.9 萬 | 0.31% | −1,242−25.6% | 減碼 |
| Copperleaf Capital, LLC | 3,603 | $153.7 萬 | 1.56% | −125−3.4% | 減碼 |
| CVA Family Office, LLC | 3,580 | $152.7 萬 | 0.30% | −35−1.0% | 減碼 |
| Beaumont Financial Advisors, LLC | 3,580 | $152.7 萬 | 0.14% | −14−0.4% | 減碼 |
| Wolverine Trading, LLC | 3,570 | $152.3 萬 | 0.01% | −1,861−34.3% | 減碼 |
| Americana Partners, LLC | 3,572 | $152.1 萬 | 0.14% | −1,214−25.4% | 減碼 |
| Shepherd Financial Partners LLC | 3,559 | $151.8 萬 | 0.22% | +86+2.5% | 加碼 |
| Cynosure Management, LLC | 3,556 | $151.7 萬 | 0.27% | +362+11.3% | 加碼 |
| Union Savings Bank | 3,552 | $151.5 萬 | 0.86% | −359−9.2% | 減碼 |
| Aspiriant, LLC | 3,545 | $151.3 萬 | 0.07% | +18+0.5% | 加碼 |
| Sanders Morris Harris LLC | 3,593 | $151.2 萬 | 0.74% | −1,048−22.6% | 減碼 |
| Sage Mountain Advisors LLC | 3,542 | $151.1 萬 | 0.18% | +196+5.9% | 加碼 |
| Davis R M Inc | 3,526 | $150.4 萬 | 0.03% | −120−3.3% | 減碼 |
| Heritage Wealth Management, LLC | 3,510 | $149.7 萬 | 0.81% | +3,510 | 新進 |
| Keel Point, LLC | 3,508 | $149.6 萬 | 0.18% | +138+4.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 3,485 | $148.6 萬 | 0.16% | +1,860+114.5% | 加碼 |
| Fortis Capital Management LLC | 3,469 | $148.0 萬 | 0.38% | +369+11.9% | 加碼 |
| Sierra Capital LLC | 3,450 | $147.1 萬 | 0.22% | −40−1.1% | 減碼 |
| Strategic Blueprint, LLC | 3,447 | $147.0 萬 | 0.12% | −307−8.2% | 減碼 |
| Founders Financial Securities LLC | 3,444 | $146.9 萬 | 0.16% | +525+18.0% | 加碼 |
| Bell Bank | 3,442 | $146.8 萬 | 0.14% | +370+12.0% | 加碼 |
| Legacy Capital Group California, Inc. | 3,434 | $146.5 萬 | 0.57% | +13+0.4% | 加碼 |
| Private Capital Management, LLC | 3,431 | $146.3 萬 | 0.17% | 00.0% | 不變 |
| HMS Capital Management, LLC | 3,416 | $145.7 萬 | 0.90% | −32−0.9% | 減碼 |
| Three Seasons Wealth, LLC | 3,410 | $145.4 萬 | 1.28% | −113−3.2% | 減碼 |
| Intact Investment Management Inc. | 3,400 | $145.0 萬 | 0.06% | 00.0% | 不變 |
| Concord Wealth Partners | 3,394 | $144.8 萬 | 0.29% | +667+24.5% | 加碼 |
| Koa Wealth Management, LLC | 3,393 | $144.7 萬 | 1.43% | +3,393 | 新進 |
| Avestar Capital, LLC | 3,389 | $144.5 萬 | 0.18% | +659+24.1% | 加碼 |
| Relyea Zuckerberg Hanson LLC | 3,387 | $144.5 萬 | 0.28% | +30+0.9% | 加碼 |
| Compton Wealth Advisory Group, LLC | 3,377 | $144.0 萬 | 0.45% | +167+5.2% | 加碼 |
| Atlas Private Wealth Management | 3,375 | $143.9 萬 | 0.68% | +10.0% | 加碼 |
| Tilt Investment Management Holdings, PBC | 3,373 | $143.9 萬 | 1.55% | −1,079−24.2% | 減碼 |
| Whitener Capital Management, Inc. | 3,365 | $143.5 萬 | 0.52% | 00.0% | 不變 |
| Claro Advisors LLC | 3,364 | $143.5 萬 | 0.31% | +50+1.5% | 加碼 |