Skip to main content
Livermore
Livermore
ZHEN

Mastercard Inc

MA
Exchange
NYSE
Industry
Services-Business Services, NEC
SEC CIK
0001141391

In the last 90 days, Mastercard Inc insiders filed 0 open-market purchases and 13 sales; 3,634 institutions reported holding it in 13F filings for Q2 2026, worth $396.2B in total; 12 superinvestors hold it, including Pershing Square and Akre Capital Management.

13F holders, Q1 2025

Institutional positions in Mastercard Inc as of Mar 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
3,492
+101 vs. Q4 2024
Shares held
801.4M
+7.36M (+0.9%) vs. Q4 2024
Total value
$438.3B
+$20.8B (+5.0%) vs. Q4 2024
New holders
200
1,345 more added
Sold out
99
1,411 more reduced

59 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2024: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting MA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2025: 3,492 institutions
Q1 2021: 2,484 institutionsQ2 2021: 2,494 institutionsQ3 2021: 2,455 institutionsQ4 2021: 2,646 institutionsQ1 2022: 2,624 institutionsQ2 2022: 2,595 institutionsQ3 2022: 2,556 institutionsQ4 2022: 2,715 institutionsQ1 2023: 2,738 institutionsQ2 2023: 2,788 institutionsQ3 2023: 2,823 institutionsQ4 2023: 3,042 institutionsQ1 2024: 3,123 institutionsQ2 2024: 3,123 institutionsQ3 2024: 3,147 institutionsQ4 2024: 3,450 institutionsQ1 2025: 3,492 institutionsQ2 2025: 3,537 institutionsQ3 2025: 3,512 institutionsQ4 2025: 3,742 institutionsQ1 2026: 3,634 institutionsQ2 2026: 3,634 institutions
Value heldQ1 2025: $438.3B
Q1 2021: $265.3BQ2 2021: $270.2BQ3 2021: $255.2BQ4 2021: $264.8BQ1 2022: $262.5BQ2 2022: $231.2BQ3 2022: $207.8BQ4 2022: $253.3BQ1 2023: $263.3BQ2 2023: $282.6BQ3 2023: $283.0BQ4 2023: $305.0BQ1 2024: $343.5BQ2 2024: $314.8BQ3 2024: $351.6BQ4 2024: $422.8BQ1 2025: $438.3BQ2 2025: $448.2BQ3 2025: $445.2BQ4 2025: $450.8BQ1 2026: $383.8BQ2 2026: $396.2B
Institutions holding MA and their total value by quarter
QuarterHoldersValue
Q2 20263,634$396.2B
Q1 20263,634$383.8B
Q4 20253,742$450.8B
Q3 20253,512$445.2B
Q2 20253,537$448.2B
Q1 20253,492$438.3B
Q4 20243,450$422.8B
Q3 20243,147$351.6B
Q2 20243,123$314.8B
Q1 20243,123$343.5B
Q4 20233,042$305.0B
Q3 20232,823$283.0B
Q2 20232,788$282.6B
Q1 20232,738$263.3B
Q4 20222,715$253.3B
Q3 20222,556$207.8B
Q2 20222,595$231.2B
Q1 20222,624$262.5B
Q4 20212,646$264.8B
Q3 20212,455$255.2B
Q2 20212,494$270.2B
Q1 20212,484$265.3B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q4 2024.

Institutions holding MA in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Bullock Wealth Management Group0$1640.00%−8−100.0%Reduced
Transamerica Financial Advisors, Inc.1$1.00K0.00%00.0%Unchanged
Horizon Financial Services, LLC2$1.10K0.00%00.0%Unchanged
Horrell Capital Management, Inc.2$1.10K0.00%00.0%Unchanged
Demars Financial Group, LLC1,019,988$1.86K0.05%+38,528+3.9%Added
Lummis Asset Management, LP4$2.19K0.00%00.0%Unchanged
Game Plan Financial Advisors, LLC4$2.21K0.00%00.0%Unchanged
Catherine Avery Investment Management LLC5$2.74K0.00%00.0%Unchanged
Financial Connections Group, Inc.6$3.00K0.00%00.0%Unchanged
Atlas Capital Advisors LLC7$3.84K0.00%00.0%Unchanged
Altshuler Shaham Ltd7$3.84K0.00%−42−85.7%Reduced
Northwest Capital Management Inc7$3.84K0.00%00.0%Unchanged
HFM Investment Advisors, LLC7$3.84K0.00%+7New
TSFG, LLC7$4.00K0.00%00.0%Unchanged
Beutel, Goodman & Co Ltd.8$4.00K0.00%+8New
Morton Brown Family Wealth, LLC8$4.38K0.00%+8New
1620 Investment Advisors, Inc.9$4.70K0.00%00.0%Unchanged
Perritt Capital Management Inc9$4.93K0.00%+9New
MorganRosel Wealth Management, LLC9$4.93K0.00%+9New
Fairway Wealth LLC9$4.93K0.00%+9New
PrairieView Partners, LLC10$5.00K0.00%00.0%Unchanged
FNY Investment Advisers, LLC10$5.00K0.00%+10New
IAG Wealth Partners, LLC10$5.48K0.00%00.0%Unchanged
Conquis Financial LLC10$5.48K0.01%00.0%Unchanged
Osterweis Capital Management Inc10$5.48K0.00%+10New
Mowery & Schoenfeld Wealth Management, LLC10$5.49K0.01%00.0%Unchanged
Alaska Permanent Fund Corp11$6.03K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC11$6.03K0.00%00.0%Unchanged
Reyes Financial Architecture, Inc.11$6.03K0.00%00.0%Unchanged
NCP Inc.12$6.58K0.01%−100−89.3%Reduced
ROSS\JOHNSON & Associates LLC13$7.13K0.12%+13New
TD Capital Management LLC13$7.16K0.00%00.0%Unchanged
PayPay Securities Corp13$7.67K0.44%−5−27.8%Reduced
Bay Harbor Wealth Management, LLC14$7.67K0.00%+14New
Minot DeBlois Advisors LLC15$8.22K0.01%−105−87.5%Reduced
Foster Dykema Cabot & Partners, LLC16$8.77K0.00%00.0%Unchanged
Redwood Park Advisors LLC17$9.32K0.01%00.0%Unchanged
Resolute Partners Group18$9.87K0.00%−372−95.4%Reduced
Longfellow Investment Management Co LLC18$9.87K0.00%00.0%Unchanged
POM Investment Strategies, LLC18$9.87K0.01%00.0%Unchanged
Luken Investment Analytics, LLC19$10.4K0.00%+19New
Chesapeake Asset Management LLC20$11.0K0.01%00.0%Unchanged
JDM Financial Group LLC20$11.1K0.01%00.0%Unchanged
Financial Avengers, Inc.20$11.2K0.01%00.0%Unchanged
Sit Investment Associates Inc22$12.0K0.00%00.0%Unchanged
DAGCO, Inc.22$12.1K0.00%+22New
Country Trust Bank23$12.6K0.00%−84−78.5%Reduced
Synergy Investment Management, LLC23$12.6K0.01%00.0%Unchanged
Signature Resources Capital Management, LLC23$12.6K0.01%00.0%Unchanged
Cohen & Steers, Inc.24$13.0K0.00%−801−97.1%Reduced
CarsonAllaria Wealth Management, Ltd.23$13.0K0.01%00.0%Unchanged
Christopher J. Hasenberg, Inc24$13.2K0.01%00.0%Unchanged
Binnacle Investments Inc25$13.7K0.01%+25New
Winnow Wealth LLC26$14.1K0.01%+8+44.4%Added
Core Alternative Capital26$14.3K0.00%−263−91.0%Reduced
Wood Tarver Financial Group, LLC27$14.8K0.00%00.0%Unchanged
Graney & King, LLC27$14.8K0.01%+27New
Redmont Wealth Advisors LLC28$15.3K0.03%+28New
Moisand Fitzgerald Tamayo, LLC28$15.3K0.00%00.0%Unchanged
MJT & Associates Financial Advisory Group, Inc.28$15.3K0.01%+28New
XY Capital Ltd29$15.9K0.01%−165−85.1%Reduced
First Pacific Financial30$16.4K0.00%−205−87.2%Reduced
Centricity Wealth Management, LLC30$16.4K0.01%00.0%Unchanged
Parvin Asset Management, LLC30$16.4K0.02%+30New
Tanglewood Legacy Advisors, LLC31$17.0K0.01%00.0%Unchanged
FSA Wealth Management LLC32$17.5K0.01%00.0%Unchanged
Vermillion Wealth Management, Inc.34$18.7K0.01%00.0%Unchanged
New England Capital Financial Advisors LLC34$18.8K0.01%00.0%Unchanged
Principia Wealth Advisory, LLC37$19.1K0.02%+17+85.0%Added
Westend Capital Management, LLC35$19.2K0.01%00.0%Unchanged
Studio Investment Management LLC35$19.2K0.00%00.0%Unchanged
Robbins Farley LLC36$19.7K0.01%00.0%Unchanged
Tacita Capital Inc38$20.8K0.02%00.0%Unchanged
Marshall & Sterling Wealth Advisors Inc.39$21.4K0.01%+39New
North Capital, Inc.40$21.9K0.02%+40New
Roxbury Financial LLC38$22.1K0.02%00.0%Unchanged
Stephens Consulting, LLC41$22.5K0.01%−10−19.6%Reduced
True Wealth Design, LLC42$23.2K0.01%+32+320.0%Added
Louisbourg Investments Inc.44$24.1K0.01%+44New
Westside Investment Management, Inc.44$24.1K0.01%00.0%Unchanged
Cherry Tree Wealth Management, LLC45$24.7K0.01%00.0%Unchanged
Clark Wealth Partners45$24.7K0.02%00.0%Unchanged
Ruedi Wealth Management, Inc.46$25.2K0.01%00.0%Unchanged
Provenance Wealth Advisors, LLC46$25.2K0.00%00.0%Unchanged
Creekmur Asset Management LLC49$26.9K0.01%−17−25.8%Reduced
Essex Investment Management Co LLC50$27.4K0.01%00.0%Unchanged
Flaharty Asset Management, LLC50$27.4K0.00%+50New
Robinswood Financial LLC50$27.4K0.01%+50New
Stuart Chaussee & Associates, Inc.53$29.1K0.01%00.0%Unchanged
WealthTrak Capital Management LLC53$29.1K0.03%+18+51.4%Added
WFA Asset Management Corp63$30.2K0.02%00.0%Unchanged
Keystone Global Partners, LLC56$30.7K0.02%+56New
Cornerstone National Bank & Trust Co59$32.3K0.01%00.0%Unchanged
Burkett Financial Services, LLC59$32.5K0.01%00.0%Unchanged
Marshall Investment Management, LLC62$33.7K0.02%+1+1.6%Added
10Elms LLP62$34.0K0.03%00.0%Unchanged
Hughes Financial Services, LLC62$34.0K0.01%+62New
Navigoe, LLC64$35.0K0.03%00.0%Unchanged
Grayhawk Investment Strategies Inc.65$35.6K0.08%00.0%Unchanged
Dynamic Wealth Strategies, LLC66$36.2K0.03%+66New