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。
2024 年第 1 季 13F 持有人
Mastercard Inc 在 2024/3/31 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
- 3,122
- 較 2023 年第 4 季 +124 家
- 持有股數
- 7.15 億
- 較 2023 年第 4 季 +243.6 萬 (+0.3%)
- 總市值
- $3,435 億
- 較 2023 年第 4 季 +$397.3 億 (+13.1%)
- 新進機構
- 229
- 另有 1,226 家加碼
- 清倉機構
- 105
- 另有 1,214 家減碼
另有 43 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| David Loasby | 4,334 | $204.6 萬 | 0.21% | +51+1.2% | 加碼 |
| Intelligent Financial Strategies | 4,227 | $203.6 萬 | 1.26% | +25+0.6% | 加碼 |
| Mount Yale Investment Advisors, LLC | 4,217 | $203.1 萬 | 0.16% | +86+2.1% | 加碼 |
| Quest Partners LLC | 4,216 | $203.0 萬 | 0.35% | +2,589+159.1% | 加碼 |
| Mystic Asset Management, Inc. | 4,205 | $202.5 萬 | 0.84% | +60+1.4% | 加碼 |
| Cornerstone Wealth Management, LLC | 4,204 | $202.4 萬 | 0.16% | −1,248−22.9% | 減碼 |
| Ameliora Wealth Management Ltd. | 4,195 | $202.0 萬 | 0.92% | 00.0% | 不變 |
| Continuum Advisory, LLC | 4,428 | $201.7 萬 | 0.30% | −1,303−22.7% | 減碼 |
| Value Partners Investments Inc. | 4,147 | $199.6 萬 | 0.16% | +344+9.0% | 加碼 |
| Smartleaf Asset Management LLC | 4,171 | $199.4 萬 | 0.39% | +1,492+55.7% | 加碼 |
| Missouri Trust & Investment Co | 4,125 | $198.6 萬 | 0.77% | −416−9.2% | 減碼 |
| Visionary Wealth Advisors | 4,107 | $197.8 萬 | 0.13% | −362−8.1% | 減碼 |
| Hutchens & Kramer Investment Management Group, LLC | 4,117 | $197.0 萬 | 1.17% | −218−5.0% | 減碼 |
| Redwood Investment Management, LLC | 4,085 | $196.7 萬 | 0.19% | +382+10.3% | 加碼 |
| World Equity Group, Inc. | 4,075 | $196.2 萬 | 0.40% | −24−0.6% | 減碼 |
| PDS Planning, Inc | 4,072 | $196.1 萬 | 0.21% | +130+3.3% | 加碼 |
| Aua Capital Management, LLC | 4,071 | $196.0 萬 | 1.13% | −213−5.0% | 減碼 |
| Sierra Capital LLC | 4,071 | $196.0 萬 | 0.26% | +621+18.0% | 加碼 |
| CIC Wealth, LLC | 4,051 | $195.1 萬 | 0.57% | +42+1.0% | 加碼 |
| Concord Asset Management, LLC | 4,051 | $195.1 萬 | 0.51% | +982+32.0% | 加碼 |
| Blackhawk Capital Partners LLC. | 4,041 | $194.6 萬 | 1.21% | +3,394+524.6% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 4,041 | $194.6 萬 | 0.48% | −21−0.5% | 減碼 |
| B.O.S.S. Retirement Advisors, LLC | 4,544 | $193.8 萬 | 0.74% | −365−7.4% | 減碼 |
| Guardian Wealth Management, Inc. | 4,024 | $193.8 萬 | 1.49% | +93+2.4% | 加碼 |
| Moloney Securities Asset Management, LLC | 4,020 | $193.6 萬 | 0.29% | +49+1.2% | 加碼 |
| Castle Rock Wealth Management, LLC | 4,366 | $193.0 萬 | 0.53% | +3,742+599.7% | 加碼 |
| Tectonic Advisors LLC | 4,007 | $193.0 萬 | 0.15% | +114+2.9% | 加碼 |
| Mayflower Financial Advisors, LLC | 4,006 | $192.9 萬 | 0.32% | +39+1.0% | 加碼 |
| Intact Investment Management Inc. | 4,000 | $192.6 萬 | 0.08% | +600+17.6% | 加碼 |
| Ignite Planners, LLC | 4,023 | $192.5 萬 | 0.54% | −570−12.4% | 減碼 |
| Americana Partners, LLC | 3,993 | $192.3 萬 | 0.16% | +421+11.8% | 加碼 |
| Transatlantique Private Wealth LLC | 4,028 | $192.3 萬 | 0.84% | +107+2.7% | 加碼 |
| Richwood Investment Advisors, LLC | 3,981 | $191.7 萬 | 1.70% | −62−1.5% | 減碼 |
| Formidable Asset Management, LLC | 3,973 | $191.3 萬 | 0.31% | +323+8.8% | 加碼 |
| KCM Investment Advisors LLC | 3,969 | $191.1 萬 | 0.07% | +244+6.6% | 加碼 |
| Bell Bank | 3,964 | $190.9 萬 | 0.16% | +522+15.2% | 加碼 |
| Lantern Wealth Advisors, LLC | 3,959 | $190.7 萬 | 1.34% | +25+0.6% | 加碼 |
| Cobblestone Capital Advisors LLC | 3,955 | $190.5 萬 | 0.12% | −544−12.1% | 減碼 |
| Provident Co of the Employees of the Hebrew University LTD | 3,947 | $190.1 萬 | 2.02% | +3,947 | 新進 |
| Nikulski Financial, Inc. | 3,929 | $189.2 萬 | 0.63% | +90+2.3% | 加碼 |
| Stonebridge Financial Planning Group, LLC | 3,914 | $188.5 萬 | 1.00% | −70−1.8% | 減碼 |
| Barden Capital Management, Inc. | 3,913 | $188.4 萬 | 1.82% | −1,081−21.6% | 減碼 |
| Fiduciary Family Office, LLC | 3,912 | $188.4 萬 | 0.74% | +750+23.7% | 加碼 |
| Liberty Capital Management, Inc. | 3,912 | $188.4 萬 | 0.46% | −215−5.2% | 減碼 |
| Three Seasons Wealth, LLC | 3,926 | $188.2 萬 | 1.32% | +516+15.1% | 加碼 |
| NRI Wealth Management LC | 3,896 | $187.6 萬 | 1.59% | +35+0.9% | 加碼 |
| Prossimo Advisors, LLC | 3,895 | $187.6 萬 | 3.63% | −10−0.3% | 減碼 |
| Strategic Blueprint, LLC | 3,887 | $187.2 萬 | 0.13% | +440+12.8% | 加碼 |
| Fortis Capital Management LLC | 3,879 | $186.8 萬 | 0.49% | +410+11.8% | 加碼 |
| Marshall Financial Group LLC | 3,872 | $186.5 萬 | 0.54% | +144+3.9% | 加碼 |
| Strong Tower Advisory Services | 3,895 | $186.3 萬 | 0.75% | +86+2.3% | 加碼 |
| Independent Solutions Wealth Management, LLC | 3,866 | $186.2 萬 | 0.44% | −49−1.3% | 減碼 |
| Legacy Financial Advisors, Inc. | 3,860 | $185.9 萬 | 0.33% | −55−1.4% | 減碼 |
| Altman Advisors, Inc. | 3,879 | $185.6 萬 | 0.90% | +50+1.3% | 加碼 |
| PKO Investment Management Joint-Stock Co | 3,825 | $185.1 萬 | 0.22% | −1,175−23.5% | 減碼 |
| HCR Wealth Advisors | 3,842 | $185.1 萬 | 0.28% | −66−1.7% | 減碼 |
| VeraBank, N.A. | 3,836 | $184.7 萬 | 0.58% | −40−1.0% | 減碼 |
| Emfo, LLC | 3,809 | $183.4 萬 | 1.68% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 3,805 | $183.2 萬 | 0.38% | −139−3.5% | 減碼 |
| Quent Capital, LLC | 3,792 | $182.6 萬 | 0.21% | +67+1.8% | 加碼 |
| Synergy Financial Group, LTD | 3,789 | $182.4 萬 | 2.06% | +4+0.1% | 加碼 |
| Williamson Legacy Group, LLC | 3,788 | $182.4 萬 | 1.41% | +104+2.8% | 加碼 |
| Keel Point, LLC | 3,760 | $181.1 萬 | 0.19% | +252+7.2% | 加碼 |
| Evergreen Wealth Solutions, LLC | 3,757 | $180.9 萬 | 1.34% | −656−14.9% | 減碼 |
| M. Kulyk & Associates, LLC | 3,756 | $180.9 萬 | 0.42% | +2,540+208.9% | 加碼 |
| Bailard, Inc. | 3,751 | $180.6 萬 | 0.05% | −150−3.8% | 減碼 |
| Cito Capital Group, LLC | 3,750 | $180.6 萬 | 0.74% | 00.0% | 不變 |
| Borer Denton & Associates, Inc. | 3,750 | $180.6 萬 | 0.64% | 00.0% | 不變 |
| Promethos Capital, LLC | 3,748 | $180.5 萬 | 1.06% | 00.0% | 不變 |
| Archer Investment Corp | 3,738 | $180.0 萬 | 0.54% | +10.0% | 加碼 |
| YHB Investment Advisors, Inc. | 3,737 | $180.0 萬 | 0.16% | −67−1.8% | 減碼 |
| Arrow Financial Corp | 3,720 | $179.1 萬 | 0.18% | −319−7.9% | 減碼 |
| J.W. Cole Advisors, Inc. | 3,722 | $179.1 萬 | 0.09% | +446+13.6% | 加碼 |
| Forum Financial Management, LP | 3,718 | $179.0 萬 | 0.03% | +2+0.1% | 加碼 |
| Amussen Hunsaker Associates LLC | 3,732 | $178.8 萬 | 0.32% | −111−2.9% | 減碼 |
| Strait & Sound Wealth Management LLC | 3,813 | $178.6 萬 | 1.00% | +12+0.3% | 加碼 |
| Ransom Advisory, Ltd | 3,700 | $178.2 萬 | 0.95% | +3,700 | 新進 |
| First National Trust Co | 3,694 | $177.9 萬 | 0.07% | +41+1.1% | 加碼 |
| Sage Mountain Advisors LLC | 3,684 | $177.4 萬 | 0.18% | +142+4.0% | 加碼 |
| Atlas Private Wealth Management | 3,674 | $176.9 萬 | 0.74% | +299+8.9% | 加碼 |
| Essex Financial Services, Inc. | 3,662 | $176.3 萬 | 0.16% | +387+11.8% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 3,657 | $176.1 萬 | 0.10% | +1,795+96.4% | 加碼 |
| Gries Financial LLC | 3,639 | $175.2 萬 | 0.29% | +3,639 | 新進 |
| Gibbs Wealth Management | 3,606 | $173.7 萬 | 1.00% | +3,606 | 新進 |
| Hennessy Advisors Inc | 3,600 | $173.4 萬 | 0.07% | −200−5.3% | 減碼 |
| Gratus Capital LLC | 3,594 | $173.1 萬 | 0.08% | +3,025+531.6% | 加碼 |
| Beaumont Financial Advisors, LLC | 3,590 | $172.9 萬 | 0.14% | +10+0.3% | 加碼 |
| CVA Family Office, LLC | 3,585 | $172.7 萬 | 0.31% | +5+0.1% | 加碼 |
| Ellevest, Inc. | 3,584 | $172.6 萬 | 0.11% | +556+18.4% | 加碼 |
| Cape Investment Advisory, Inc. | 3,579 | $172.3 萬 | 0.81% | −526−12.8% | 減碼 |
| Burns Matteson Capital Management, LLC | 3,541 | $170.5 萬 | 1.10% | −190−5.1% | 減碼 |
| Claro Advisors LLC | 3,522 | $169.6 萬 | 0.30% | +158+4.7% | 加碼 |
| Machina Capital S.A.S. | 3,518 | $169.4 萬 | 0.89% | +2,204+167.7% | 加碼 |
| WBH Advisory Inc | 3,510 | $169.0 萬 | 0.17% | +2,005+133.2% | 加碼 |
| Wallace Advisory Group, LLC | 3,963 | $169.0 萬 | 1.27% | −72−1.8% | 減碼 |
| Arbor Capital Management Inc | 3,722 | $167.8 萬 | 1.59% | −623−14.3% | 減碼 |
| Shepherd Financial Partners LLC | 3,483 | $167.8 萬 | 0.22% | −76−2.1% | 減碼 |
| Union Savings Bank | 3,479 | $167.5 萬 | 0.88% | −73−2.1% | 減碼 |
| Landscape Capital Management, L.L.C. | 3,475 | $167.3 萬 | 0.15% | +3,475 | 新進 |
| Aspiriant, LLC | 3,468 | $167.0 萬 | 0.07% | −77−2.2% | 減碼 |