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 |
|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 3,364 | $143.5 萬 | 0.48% | +48+1.4% | 加碼 |
| Bray Capital Advisors | 3,353 | $143.0 萬 | 0.40% | −75−2.2% | 減碼 |
| Montecito Bank & Trust | 3,350 | $142.9 萬 | 0.31% | +235+7.5% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,318 | $141.5 萬 | 0.27% | +298+9.9% | 加碼 |
| Edge Capital Group, LLC | 3,307 | $141.0 萬 | 0.08% | +80+2.5% | 加碼 |
| New Millennium Group LLC | 3,304 | $140.9 萬 | 1.25% | +2,807+564.8% | 加碼 |
| MainStreet Investment Advisors LLC | 3,303 | $140.9 萬 | 0.16% | +36+1.1% | 加碼 |
| J.W. Cole Advisors, Inc. | 3,276 | $139.7 萬 | 0.08% | +690+26.7% | 加碼 |
| Essex Financial Services, Inc. | 3,275 | $139.7 萬 | 0.14% | +136+4.3% | 加碼 |
| First National Bank Sioux Falls | 3,253 | $138.7 萬 | 0.71% | 00.0% | 不變 |
| Middleton & Co Inc | 3,253 | $138.7 萬 | 0.17% | 00.0% | 不變 |
| D.B. Root & Company, LLC | 3,245 | $138.4 萬 | 0.50% | −562−14.8% | 減碼 |
| Buckhead Capital Management LLC | 3,240 | $138.2 萬 | 0.51% | −20−0.6% | 減碼 |
| Heritage Trust Co | 3,238 | $138.1 萬 | 0.19% | +61+1.9% | 加碼 |
| Barings LLC | 3,215 | $137.1 萬 | 0.04% | −143−4.3% | 減碼 |
| Copperwynd Financial, LLC | 3,200 | $136.5 萬 | 0.54% | −39−1.2% | 減碼 |
| United Community Bank | 3,182 | $135.7 萬 | 0.57% | −97−3.0% | 減碼 |
| One Wealth Management Investment & Advisory Services, LLC | 3,172 | $135.3 萬 | 0.60% | +3,172 | 新進 |
| Fiduciary Family Office, LLC | 3,162 | $134.9 萬 | 0.59% | +3,162 | 新進 |
| Doliver Advisors, LP | 3,160 | $134.8 萬 | 0.41% | −31−1.0% | 減碼 |
| Buckingham Strategic Partners | 3,158 | $134.7 萬 | 0.06% | +359+12.8% | 加碼 |
| PFG Advisors | 3,153 | $134.5 萬 | 0.11% | +336+11.9% | 加碼 |
| Violich Capital Management, Inc. | 3,150 | $134.4 萬 | 0.22% | 00.0% | 不變 |
| Cross Staff Investments Inc | 3,148 | $134.3 萬 | 1.19% | +441+16.3% | 加碼 |
| Steinberg Asset Management LLC | 3,140 | $133.9 萬 | 1.18% | −236−7.0% | 減碼 |
| Omnia Family Wealth, LLC | 3,137 | $133.8 萬 | 0.69% | 00.0% | 不變 |
| Onyx Bridge Wealth Group LLC | 3,136 | $133.8 萬 | 0.27% | −118−3.6% | 減碼 |
| Gilbert & Cook, Inc. | 3,134 | $133.7 萬 | 0.19% | +241+8.3% | 加碼 |
| Principal Street Partners, LLC | 3,113 | $132.8 萬 | 0.32% | −158−4.8% | 減碼 |
| Venturi Wealth Management, LLC | 3,113 | $132.8 萬 | 0.09% | −64−2.0% | 減碼 |
| SC&H Financial Advisors, Inc. | 3,111 | $132.7 萬 | 0.38% | 00.0% | 不變 |
| Ratan Capital Management LP | 3,100 | $132.2 萬 | 0.86% | 00.0% | 不變 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,093 | $131.9 萬 | 0.24% | 00.0% | 不變 |
| Private Capital Management LLC | 3,083 | $131.5 萬 | 0.32% | +150+5.1% | 加碼 |
| Trust Investment Advisors | 3,081 | $131.4 萬 | 1.02% | −89−2.8% | 減碼 |
| Cooper Financial Group | 3,069 | $130.9 萬 | 0.24% | +338+12.4% | 加碼 |
| Concord Asset Management, LLC | 3,069 | $130.9 萬 | 0.38% | +1,209+65.0% | 加碼 |
| Cahill Financial Advisors Inc | 3,068 | $130.9 萬 | 0.19% | −80−2.5% | 減碼 |
| Ninepoint Partners LP | 3,066 | $130.8 萬 | 0.18% | +149+5.1% | 加碼 |
| Morris Retirement Advisors, LLC | 3,040 | $129.7 萬 | 0.85% | +2,334+330.6% | 加碼 |
| Glassman Wealth Services | 3,036 | $129.5 萬 | 0.18% | +2+0.1% | 加碼 |
| HF Advisory Group, LLC | 3,032 | $129.3 萬 | 0.83% | +242+8.7% | 加碼 |
| Intelligence Driven Advisers, LLC | 2,878 | $129.3 萬 | 0.21% | +904+45.8% | 加碼 |
| Brandywine Oak Private Wealth LLC | 3,029 | $129.2 萬 | 0.14% | −27−0.9% | 減碼 |
| Ellevest, Inc. | 3,028 | $129.1 萬 | 0.09% | +9+0.3% | 加碼 |
| 4J Wealth Management LLC | 3,027 | $129.1 萬 | 1.18% | −210−6.5% | 減碼 |
| BNC Wealth Management, LLC | 3,026 | $129.1 萬 | 0.61% | +6+0.2% | 加碼 |
| Brown Shipley& Co Ltd | 3,018 | $128.7 萬 | 0.64% | −814−21.2% | 減碼 |
| TCI Wealth Advisors, Inc. | 3,014 | $128.5 萬 | 0.14% | −160−5.0% | 減碼 |
| Intellectus Partners, LLC | 3,009 | $128.4 萬 | 0.37% | −40−1.3% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 3,007 | $128.3 萬 | 0.12% | −1,016−25.3% | 減碼 |
| Encompass Wealth Advisors, LLC | 2,996 | $127.8 萬 | 0.38% | 00.0% | 不變 |
| Castleview Partners, LLC | 2,995 | $127.7 萬 | 0.89% | +115+4.0% | 加碼 |
| Aspen Grove Capital, LLC | 2,992 | $127.0 萬 | 0.39% | −34−1.1% | 減碼 |
| Chesapeake Wealth Management | 2,948 | $125.7 萬 | 0.49% | +135+4.8% | 加碼 |
| Marcum Wealth, LLC | 2,939 | $125.3 萬 | 0.13% | −149−4.8% | 減碼 |
| Acropolis Investment Management, LLC | 2,928 | $124.9 萬 | 0.09% | 00.0% | 不變 |
| Aft, Forsyth & Sober, LLC | 2,925 | $124.7 萬 | 0.48% | 00.0% | 不變 |
| Monumental Financial Group Inc. | 2,915 | $124.3 萬 | 0.74% | −22−0.7% | 減碼 |
| Meridian Wealth Advisors, LLC | 2,907 | $124.0 萬 | 0.27% | 00.0% | 不變 |
| Goldstone Financial Group, LLC | 2,904 | $123.8 萬 | 0.32% | −145−4.8% | 減碼 |
| EPG Wealth Management LLC | 2,684 | $123.6 萬 | 0.33% | +72+2.8% | 加碼 |
| Cantor Fitzgerald Investment Adviser L.P. | 2,880 | $122.8 萬 | 0.09% | +2,880 | 新進 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,879 | $122.8 萬 | 0.24% | −382−11.7% | 減碼 |
| BLB&B Advisors, LLC | 2,877 | $122.7 萬 | 0.08% | +231+8.7% | 加碼 |
| Lifestyle Asset Management, Inc. | 2,870 | $122.4 萬 | 0.68% | −60−2.0% | 減碼 |
| Excalibur Management Corp | 2,868 | $122.3 萬 | 0.57% | +76+2.7% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 2,866 | $122.2 萬 | 0.21% | +732+34.3% | 加碼 |
| Everhart Financial Group, Inc. | 2,866 | $122.2 萬 | 0.43% | +274+10.6% | 加碼 |
| Regatta Capital Group, LLC | 2,865 | $122.2 萬 | 0.32% | −69−2.4% | 減碼 |
| Israel Discount Bank of New York | 2,854 | $121.7 萬 | 0.95% | −155−5.2% | 減碼 |
| Aigen Investment Management, LP | 2,853 | $121.7 萬 | 0.22% | +2,853 | 新進 |
| American National Bank | 2,851 | $121.6 萬 | 0.19% | −38−1.3% | 減碼 |
| Allstate Corp | 2,845 | $121.3 萬 | 0.08% | −154−5.1% | 減碼 |
| Paladin Advisory Group, LLC | 2,838 | $121.0 萬 | 1.00% | −150−5.0% | 減碼 |
| Prudent Man Advisors, LLC | 2,838 | $121.0 萬 | 0.45% | −58−2.0% | 減碼 |
| PFG Investments, LLC | 2,835 | $120.9 萬 | 0.22% | +109+4.0% | 加碼 |
| Hara Capital LLC | 2,834 | $120.9 萬 | 0.85% | +2,834 | 新進 |
| Laidlaw Wealth Management LLC | 2,830 | $120.7 萬 | 0.44% | −136−4.6% | 減碼 |
| Culbertson A N & Co Inc | 2,830 | $120.7 萬 | 0.22% | 00.0% | 不變 |
| Hilltop Partners LLC | 2,826 | $120.5 萬 | 0.47% | +292+11.5% | 加碼 |
| Colonial Trust Advisors | 2,822 | $120.4 萬 | 0.13% | 00.0% | 不變 |
| Red Wave Investments LLC | 2,818 | $120.2 萬 | 0.47% | −10.0% | 減碼 |
| Forbes J M & Co LLP | 2,816 | $120.1 萬 | 0.14% | +57+2.1% | 加碼 |
| Affinity Capital Advisors, LLC | 2,802 | $119.5 萬 | 0.29% | −113−3.9% | 減碼 |
| Darden Wealth Group Inc | 2,789 | $119.0 萬 | 1.14% | +2,789 | 新進 |
| Valmark Advisers, Inc. | 2,783 | $118.7 萬 | 0.02% | +1,534+122.8% | 加碼 |
| Veracity Capital LLC | 2,782 | $118.6 萬 | 0.48% | +20+0.7% | 加碼 |
| Legacy Capital Wealth Partners, LLC | 2,767 | $118.0 萬 | 0.33% | −273−9.0% | 減碼 |
| Hamilton Capital, LLC | 2,764 | $117.9 萬 | 0.09% | +57+2.1% | 加碼 |
| Cim Investment Mangement Inc | 2,763 | $117.8 萬 | 0.38% | 00.0% | 不變 |
| Plancorp, LLC | 2,758 | $117.6 萬 | 0.06% | +664+31.7% | 加碼 |
| Journey Strategic Wealth LLC | 2,750 | $117.3 萬 | 0.06% | +462+20.2% | 加碼 |
| Pacifica Partners Inc. | 2,865 | $117.1 萬 | 0.58% | −175−5.8% | 減碼 |
| Harbour Investments, Inc. | 2,746 | $117.1 萬 | 0.05% | +1,069+63.7% | 加碼 |
| 3Chopt Investment Partners, LLC | 2,738 | $116.8 萬 | 0.43% | +2,738 | 新進 |
| Virtue Capital Management, LLC | 2,790 | $116.7 萬 | 0.24% | −417−13.0% | 減碼 |
| Drive Wealth Management, LLC | 2,735 | $116.6 萬 | 0.38% | −76−2.7% | 減碼 |
| KRS Capital Management, LLC | 2,724 | $116.2 萬 | 1.08% | +110+4.2% | 加碼 |
| Retirement Guys Formula LLC | 2,718 | $115.9 萬 | 0.62% | +266+10.8% | 加碼 |