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 3,634 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 2 季 13F 持有人
Mastercard Inc 在 2024/6/30 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 2024 年第 1 季 +43 家
- 持有股數
- 7.14 億
- 較 2024 年第 1 季 +430.3 萬 (+0.6%)
- 總市值
- $3,148 億
- 較 2024 年第 1 季 −$260.0 億 (−7.6%)
- 新進機構
- 169
- 另有 1,341 家加碼
- 清倉機構
- 126
- 另有 1,136 家減碼
另有 43 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 | 3,634 | $3,962 億 |
| 2026 年第 1 季 | 3,634 | $3,838 億 |
| 2025 年第 4 季 | 3,742 | $4,508 億 |
| 2025 年第 3 季 | 3,512 | $4,452 億 |
| 2025 年第 2 季 | 3,537 | $4,482 億 |
| 2025 年第 1 季 | 3,492 | $4,383 億 |
| 2024 年第 4 季 | 3,450 | $4,228 億 |
| 2024 年第 3 季 | 3,147 | $3,516 億 |
| 2024 年第 2 季 | 3,123 | $3,148 億 |
| 2024 年第 1 季 | 3,123 | $3,435 億 |
| 2023 年第 4 季 | 3,042 | $3,050 億 |
| 2023 年第 3 季 | 2,823 | $2,830 億 |
| 2023 年第 2 季 | 2,788 | $2,826 億 |
| 2023 年第 1 季 | 2,738 | $2,633 億 |
| 2022 年第 4 季 | 2,715 | $2,533 億 |
| 2022 年第 3 季 | 2,556 | $2,078 億 |
| 2022 年第 2 季 | 2,595 | $2,312 億 |
| 2022 年第 1 季 | 2,624 | $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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Archer Investment Corp | 3,725 | $164.3 萬 | 0.48% | −13−0.3% | 減碼 |
| Everhart Financial Group, Inc. | 3,717 | $164.0 萬 | 0.43% | +402+12.1% | 加碼 |
| First National Trust Co | 3,696 | $163.1 萬 | 0.07% | +2+0.1% | 加碼 |
| Bailard, Inc. | 3,692 | $162.9 萬 | 0.04% | −59−1.6% | 減碼 |
| Ransom Advisory, Ltd | 3,684 | $162.5 萬 | 0.81% | −16−0.4% | 減碼 |
| Fiduciary Family Office, LLC | 3,682 | $162.4 萬 | 0.64% | −230−5.9% | 減碼 |
| Beaumont Financial Advisors, LLC | 3,655 | $161.2 萬 | 0.13% | +65+1.8% | 加碼 |
| HMS Capital Management, LLC | 3,650 | $161.0 萬 | 0.84% | +263+7.8% | 加碼 |
| Curated Wealth Partners LLC | 3,644 | $160.8 萬 | 0.22% | +3,644 | 新進 |
| CVA Family Office, LLC | 3,618 | $159.6 萬 | 0.29% | +33+0.9% | 加碼 |
| Waverton Investment Management Ltd | 3,607 | $159.1 萬 | 0.03% | +1,818+101.6% | 加碼 |
| Hennessy Advisors Inc | 3,600 | $158.8 萬 | 0.06% | 00.0% | 不變 |
| Claro Advisors LLC | 3,593 | $158.5 萬 | 0.25% | +71+2.0% | 加碼 |
| Patriot Financial Group Insurance Agency, LLC | 3,580 | $157.9 萬 | 0.23% | +345+10.7% | 加碼 |
| Cutter & CO Brokerage, Inc. | 3,579 | $157.9 萬 | 0.38% | +507+16.5% | 加碼 |
| Synergy Financial Group, LTD | 3,577 | $157.8 萬 | 1.65% | −212−5.6% | 減碼 |
| Evernest Financial Advisors, LLC | 3,538 | $156.1 萬 | 0.70% | +55+1.6% | 加碼 |
| Cape Investment Advisory, Inc. | 3,535 | $155.9 萬 | 0.70% | −44−1.2% | 減碼 |
| Relyea Zuckerberg Hanson LLC | 3,527 | $155.6 萬 | 0.26% | +90+2.6% | 加碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3,504 | $154.6 萬 | 0.05% | +1,114+46.6% | 加碼 |
| Shepherd Financial Partners LLC | 3,504 | $154.6 萬 | 0.20% | +21+0.6% | 加碼 |
| Hilltop Partners LLC | 3,502 | $154.5 萬 | 0.57% | +537+18.1% | 加碼 |
| Arbor Capital Management Inc | 3,495 | $153.0 萬 | 1.42% | −227−6.1% | 減碼 |
| WBH Advisory Inc | 3,460 | $152.6 萬 | 0.15% | −50−1.4% | 減碼 |
| Oxford Wealth Group, LLC | 3,452 | $152.3 萬 | 1.05% | +1,227+55.1% | 加碼 |
| Valmark Advisers, Inc. | 3,451 | $152.2 萬 | 0.03% | +261+8.2% | 加碼 |
| Resources Management Corp | 3,451 | $152.2 萬 | 0.22% | +374+12.2% | 加碼 |
| Horizon Investments, LLC | 3,447 | $151.8 萬 | 0.04% | −9,445−73.3% | 減碼 |
| Midwest Professional Planners, LTD. | 3,437 | $151.6 萬 | 0.51% | +867+33.7% | 加碼 |
| Union Savings Bank | 3,422 | $151.0 萬 | 0.79% | −57−1.6% | 減碼 |
| Copperleaf Capital, LLC | 3,419 | $150.8 萬 | 1.21% | +108+3.3% | 加碼 |
| Violich Capital Management, Inc. | 3,410 | $150.4 萬 | 0.20% | +95+2.9% | 加碼 |
| PFG Advisors | 3,406 | $150.3 萬 | 0.10% | +119+3.6% | 加碼 |
| Pegasus Partners Ltd. | 3,397 | $149.9 萬 | 0.15% | −1,505−30.7% | 減碼 |
| HF Advisory Group, LLC | 3,395 | $149.8 萬 | 0.77% | +312+10.1% | 加碼 |
| Dunhill Financial, LLC | 3,374 | $148.9 萬 | 0.92% | +504+17.6% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 3,362 | $148.3 萬 | 0.31% | −1,067−24.1% | 減碼 |
| Newman Dignan & Sheerar, Inc. | 3,355 | $148.0 萬 | 0.38% | +100+3.1% | 加碼 |
| Bray Capital Advisors | 3,353 | $147.9 萬 | 0.37% | 00.0% | 不變 |
| Whitener Capital Management, Inc. | 3,350 | $147.8 萬 | 0.45% | −15−0.4% | 減碼 |
| Cooper Financial Group | 3,342 | $147.5 萬 | 0.22% | +85+2.6% | 加碼 |
| Boston Common Asset Management, LLC | 3,340 | $147.3 萬 | 0.04% | +2,828+552.3% | 加碼 |
| Montecito Bank & Trust | 3,326 | $146.7 萬 | 0.30% | −130−3.8% | 減碼 |
| Platform Technology Partners | 3,319 | $146.4 萬 | 0.50% | +3,319 | 新進 |
| Ninepoint Partners LP | 3,290 | $145.1 萬 | 0.16% | +224+7.3% | 加碼 |
| Capital Investment Advisory Services, LLC | 3,279 | $144.7 萬 | 0.15% | −6−0.2% | 減碼 |
| Winch Advisory Services, LLC | 3,276 | $144.5 萬 | 0.41% | −37−1.1% | 減碼 |
| Koa Wealth Management, LLC | 3,273 | $144.4 萬 | 1.22% | −42−1.3% | 減碼 |
| Everpar Advisors LLC | 3,273 | $144.4 萬 | 0.72% | +208+6.8% | 加碼 |
| Ellevest, Inc. | 3,264 | $144.0 萬 | 0.09% | −320−8.9% | 減碼 |
| Legacy Capital Group California, Inc. | 3,259 | $143.8 萬 | 0.52% | −73−2.2% | 減碼 |
| Interchange Capital Partners, LLC | 3,258 | $143.7 萬 | 0.53% | +2,108+183.3% | 加碼 |
| First National Bank Sioux Falls | 3,253 | $143.5 萬 | 0.74% | 00.0% | 不變 |
| Middleton & Co Inc | 3,253 | $143.5 萬 | 0.17% | 00.0% | 不變 |
| Johnson Financial Group, Inc. | 3,249 | $143.3 萬 | 0.07% | +434+15.4% | 加碼 |
| Private Capital Management, LLC | 3,243 | $143.1 萬 | 0.17% | −103−3.1% | 減碼 |
| Edge Capital Group, LLC | 3,228 | $142.4 萬 | 0.07% | +53+1.7% | 加碼 |
| One Wealth Management Investment & Advisory Services, LLC | 3,225 | $142.3 萬 | 0.57% | +69+2.2% | 加碼 |
| Aspen Grove Capital, LLC | 3,224 | $142.2 萬 | 0.33% | −10.0% | 減碼 |
| Davis R M Inc | 3,211 | $141.7 萬 | 0.03% | −238−6.9% | 減碼 |
| D.B. Root & Company, LLC | 3,211 | $141.7 萬 | 0.48% | +21+0.7% | 加碼 |
| Burns Matteson Capital Management, LLC | 3,210 | $141.6 萬 | 0.89% | −331−9.3% | 減碼 |
| Principal Street Partners, LLC | 3,203 | $141.3 萬 | 0.25% | +6+0.2% | 加碼 |
| M&R Capital Management Inc | 3,199 | $141.1 萬 | 0.34% | 00.0% | 不變 |
| Cross Staff Investments Inc | 3,190 | $140.7 萬 | 1.17% | +89+2.9% | 加碼 |
| L2 Asset Management, LLC | 3,177 | $140.2 萬 | 0.42% | +283+9.8% | 加碼 |
| Private Capital Management LLC | 3,173 | $140.0 萬 | 0.28% | +112+3.7% | 加碼 |
| Catalina Capital Group, LLC | 3,171 | $139.9 萬 | 0.53% | +146+4.8% | 加碼 |
| Onyx Bridge Wealth Group LLC | 3,171 | $139.9 萬 | 0.23% | −3−0.1% | 減碼 |
| Omnia Family Wealth, LLC | 3,170 | $139.8 萬 | 0.59% | +10.0% | 加碼 |
| Buckhead Capital Management LLC | 3,155 | $139.2 萬 | 0.47% | −10−0.3% | 減碼 |
| Fullcircle Wealth LLC | 3,189 | $137.9 萬 | 0.68% | +3,189 | 新進 |
| Sciencast Management LP | 3,113 | $137.3 萬 | 0.48% | +3,113 | 新進 |
| Heritage Wealth Management, LLC | 3,108 | $137.1 萬 | 0.76% | −308−9.0% | 減碼 |
| Heritage Family Offices, LLP | 3,108 | $137.1 萬 | 0.76% | +3,108 | 新進 |
| Evergreen Wealth Solutions, LLC | 3,104 | $136.9 萬 | 0.97% | −653−17.4% | 減碼 |
| Goldstone Financial Group, LLC | 3,102 | $136.8 萬 | 0.27% | +75+2.5% | 加碼 |
| Ratan Capital Management LP | 3,100 | $136.8 萬 | 0.42% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 3,093 | $136.5 萬 | 0.07% | −5,630−64.5% | 減碼 |
| Trust Investment Advisors | 3,093 | $136.5 萬 | 0.87% | +17+0.6% | 加碼 |
| Cahill Financial Advisors Inc | 3,078 | $135.8 萬 | 0.19% | −35−1.1% | 減碼 |
| ORG Partners LLC | 3,088 | $135.2 萬 | 0.17% | +3,014+4,073.0% | 加碼 |
| Roberts Capital Advisors, LLC | 2,801 | $134.9 萬 | 1.29% | 00.0% | 不變 |
| Excalibur Management Corp | 3,056 | $134.8 萬 | 0.55% | +191+6.7% | 加碼 |
| First Affirmative Financial Network | 3,055 | $134.8 萬 | 0.94% | +351+13.0% | 加碼 |
| Catalyst Financial Partners LLC | 3,052 | $134.6 萬 | 0.30% | +206+7.2% | 加碼 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,050 | $134.6 萬 | 0.29% | 00.0% | 不變 |
| Commonwealth Retirement Investments LLC | 3,048 | $134.5 萬 | 0.62% | +338+12.5% | 加碼 |
| Redwood Investments, LLC | 3,153 | $133.8 萬 | 0.46% | −517−14.1% | 減碼 |
| Acropolis Investment Management, LLC | 3,027 | $133.6 萬 | 0.08% | +100+3.4% | 加碼 |
| Encompass Wealth Advisors, LLC | 3,027 | $133.5 萬 | 0.35% | +31+1.0% | 加碼 |
| Pensionmark Financial Group, LLC | 3,025 | $133.4 萬 | 0.08% | +3,025 | 新進 |
| Retirement Guys Formula LLC | 3,022 | $133.3 萬 | 0.64% | +269+9.8% | 加碼 |
| TCI Wealth Advisors, Inc. | 3,015 | $133.0 萬 | 0.13% | +25+0.8% | 加碼 |
| KG&L Capital Management,LLC | 3,015 | $133.0 萬 | 0.46% | +712+30.9% | 加碼 |
| United Community Bank | 3,014 | $133.0 萬 | 0.54% | −337−10.1% | 減碼 |
| Pacifica Partners Inc. | 2,972 | $132.9 萬 | 0.57% | +107+3.7% | 加碼 |
| Semus Wealth Partners LLC | 3,009 | $132.7 萬 | 1.02% | +274+10.0% | 加碼 |
| Oliver Lagore Vanvalin Investment Group | 2,979 | $131.4 萬 | 0.38% | +186+6.7% | 加碼 |
| Duncan Williams Asset Management, LLC | 2,974 | $131.2 萬 | 1.11% | +226+8.2% | 加碼 |