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 11 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $262.5B |
| Q4 2021 | 2,646 | $264.8B |
| Q3 2021 | 2,455 | $255.2B |
| Q2 2021 | 2,494 | $270.2B |
| Q1 2021 | 2,484 | $265.3B |
Institutions, Q1 2025
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Rothschild Capital Partners, LLC | 960 | $526.2K | 0.14% | 00.0% | Unchanged |
| Fountainhead AM, LLC | 965 | $529.1K | 0.09% | +232+31.7% | Added |
| Aspetuck Financial Management LLC | 967 | $530.0K | 0.46% | −30−3.0% | Reduced |
| Investment Management Corp | 967 | $530.3K | 0.48% | +167+20.9% | Added |
| Lineweaver Wealth Advisors, LLC | 966 | $530.3K | 0.09% | −178−15.6% | Reduced |
| Stewardship Advisors, LLC | 969 | $531.1K | 0.14% | +13+1.4% | Added |
| Symphony Financial Services, Inc. | 970 | $531.8K | 0.35% | −255−20.8% | Reduced |
| DLK Investment Management, LLC | 971 | $532.3K | 0.22% | 00.0% | Unchanged |
| AdvisorShares Investments LLC | 971 | $532.6K | 0.10% | 00.0% | Unchanged |
| Penn Davis McFarland Inc | 972 | $532.8K | 0.06% | 00.0% | Unchanged |
| PFW Advisors LLC | 972 | $532.8K | 0.17% | 00.0% | Unchanged |
| Lee Danner & Bass Inc | 973 | $533.1K | 0.04% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 973 | $533.3K | 0.05% | −260−21.1% | Reduced |
| MBE Wealth Management, LLC | 975 | $534.4K | 0.26% | −20−2.0% | Reduced |
| Gillespie Robinson & Grimm Inc | 975 | $534.4K | 0.04% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 975 | $534.4K | 0.08% | 00.0% | Unchanged |
| Spectrum Wealth Advisory Group, LLC | 976 | $535.0K | 0.26% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 979 | $536.7K | 0.49% | −193−16.5% | Reduced |
| Bank Hapoalim BM | 980 | $537.0K | 0.08% | −33−3.3% | Reduced |
| Verum Partners LLC | 980 | $537.0K | 0.14% | +25+2.6% | Added |
| Phillips Wealth Planners LLC | 1,055 | $537.8K | 0.57% | +19+1.8% | Added |
| Clear Point Advisors Inc. | 982 | $538.3K | 0.48% | 00.0% | Unchanged |
| Paragon Private Wealth Management, LLC | 984 | $539.5K | 0.25% | −330−25.1% | Reduced |
| Banque Transatlantique SA | 984 | $539.9K | 0.02% | −960−49.4% | Reduced |
| Norris Perne & French LLP | 985 | $539.9K | 0.04% | −29−2.9% | Reduced |
| Brass Tax Wealth Management, Inc | 985 | $539.9K | 0.11% | +301+44.0% | Added |
| May Hill Capital, LLC | 986 | $540.5K | 0.20% | +19+2.0% | Added |
| Foster & Motley Inc | 986 | $541.0K | 0.03% | −53−5.1% | Reduced |
| Burns J W & Co Inc | 989 | $542.1K | 0.07% | −6−0.6% | Reduced |
| Blue Barn Wealth, LLC | 990 | $542.6K | 0.28% | −15−1.5% | Reduced |
| Flagship Wealth Advisors, LLC | 991 | $543.2K | 0.23% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 994 | $544.8K | 0.26% | 00.0% | Unchanged |
| Redwood Financial Network Corp | 994 | $544.9K | 0.41% | +15+1.5% | Added |
| Convergence Investment Partners, LLC | 995 | $545.4K | 0.15% | −320−24.3% | Reduced |
| Harvest Portfolios Group Inc. | 995 | $545.4K | 0.02% | −583−36.9% | Reduced |
| Hartford Financial Management Inc. | 996 | $545.9K | 0.11% | 00.0% | Unchanged |
| Ssi Investment Management LLC | 998 | $547.0K | 0.04% | 00.0% | Unchanged |
| Kanen Wealth Management LLC | 1,000 | $548.1K | 0.22% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 1,000 | $548.1K | 0.57% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 1,002 | $549.2K | 0.29% | −1,480−59.6% | Reduced |
| Riverwater Partners LLC | 1,007 | $552.0K | 0.28% | −160−13.7% | Reduced |
| Catalina Capital Group, LLC | 1,009 | $553.2K | 0.37% | −2,537−71.5% | Reduced |
| Clarity Wealth Development LLC | 1,010 | $553.4K | 0.62% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 1,080 | $554.4K | 0.40% | −9−0.8% | Reduced |
| Durante & Waters, LLC | 1,012 | $554.7K | 0.47% | 00.0% | Unchanged |
| CFS Investment Advisory Services, LLC | 1,012 | $555.0K | 0.05% | −4−0.4% | Reduced |
| Fire Capital Management LLC | 1,014 | $555.8K | 0.41% | 00.0% | Unchanged |
| Mairs & Power Inc | 1,014 | $555.8K | 0.01% | 00.0% | Unchanged |
| Whelan Financial | 1,016 | $557.0K | 0.22% | +552+119.0% | Added |
| Pandora Wealth, Inc. | 1,018 | $558.0K | 0.37% | +1,018 | New |
| JMG Financial Group, Ltd. | 1,018 | $558.2K | 0.02% | 00.0% | Unchanged |
| Warm Springs Advisors Inc. | 1,019 | $558.5K | 0.56% | −90−8.1% | Reduced |
| Financial Advisory Service, Inc. | 1,020 | $559.1K | 0.05% | −7−0.7% | Reduced |
| Tuttle Tactical Management | 1,020 | $559.1K | 2.46% | +211+26.1% | Added |
| Founders Capital Management, LLC | 1,021 | $559.6K | 0.10% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 1,026 | $562.4K | 0.06% | +421+69.6% | Added |
| NWF Advisory Services Inc. | 1,028 | $563.5K | 0.08% | −782−43.2% | Reduced |
| Paulson Wealth Management Inc. | 1,028 | $563.5K | 0.16% | +86+9.1% | Added |
| Rise Advisors, LLC | 1,028 | $563.7K | 0.25% | +54+5.5% | Added |
| Zullo Investment Group, Inc. | 1,030 | $564.8K | 0.24% | +72+7.5% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,032 | $565.8K | 0.03% | +77+8.1% | Added |
| RAM Investment Partners, LLC | 1,033 | $566.0K | 0.14% | +50+5.1% | Added |
| LWM Advisory Services, LLC | 1,038 | $569.3K | 0.40% | 00.0% | Unchanged |
| Pullen Investment Management, LLC | 1,041 | $570.6K | 0.36% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 1,046 | $573.3K | 0.13% | −10−0.9% | Reduced |
| Fourth Dimension Wealth, LLC | 1,046 | $573.5K | 0.28% | +50+5.0% | Added |
| Davidson Trust Co | 1,047 | $573.9K | 0.27% | 00.0% | Unchanged |
| Smith Anglin Financial, LLC | 1,048 | $574.3K | 0.06% | −5−0.5% | Reduced |
| Crews Bank & Trust | 1,049 | $575.0K | 0.10% | −52−4.7% | Reduced |
| OneAscent Investment Solutions LLC | 1,049 | $575.0K | 0.68% | +1,049 | New |
| CNB Bank | 1,051 | $576.1K | 0.29% | 00.0% | Unchanged |
| Park National Corp | 1,052 | $576.6K | 0.02% | +153+17.0% | Added |
| Bordeaux Wealth Advisors LLC | 1,053 | $577.2K | 0.11% | +364+52.8% | Added |
| Conestoga Capital Advisors, LLC | 1,055 | $578.3K | 0.01% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 1,056 | $579.1K | 0.05% | +141+15.4% | Added |
| Select Asset Management & Trust | 1,059 | $580.0K | 0.23% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 1,060 | $581.6K | 0.16% | +33+3.2% | Added |
| Townsend & Associates, Inc | 1,144 | $582.7K | 0.06% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 1,063 | $583.0K | 0.22% | +12+1.1% | Added |
| Mindset Wealth Management, LLC | 1,068 | $585.7K | 0.23% | 00.0% | Unchanged |
| Convergence Financial, LLC | 1,069 | $586.0K | 0.12% | −43−3.9% | Reduced |
| Boyd Watterson Asset Management LLC | 1,070 | $586.5K | 0.19% | 00.0% | Unchanged |
| MQS Management LLC | 1,073 | $588.1K | 0.34% | +1,073 | New |
| Newbridge Financial Services Group, Inc. | 1,075 | $589.1K | 0.14% | +41+4.0% | Added |
| Cassaday & Co Wealth Management LLC | 1,075 | $589.2K | 0.02% | −11−1.0% | Reduced |
| Generation Capital Management LLC | 1,076 | $589.8K | 0.53% | +1+0.1% | Added |
| NorthStar Asset Management LLC | 1,079 | $591.3K | 0.37% | +1+0.1% | Added |
| Maripau Wealth Management LLC | 1,082 | $592.8K | 0.34% | +685+172.5% | Added |
| Hudson Valley Investment Advisors Inc | 1,084 | $594.2K | 0.07% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,085 | $594.7K | 0.22% | 00.0% | Unchanged |
| Flagstone Financial Management | 1,085 | $594.7K | 0.19% | 00.0% | Unchanged |
| Willow Creek Wealth Management Inc. | 1,086 | $595.3K | 0.06% | +1+0.1% | Added |
| Lowe Brockenbrough & Co Inc | 1,086 | $595.3K | 0.04% | +6+0.6% | Added |
| Arcus Capital Partners, LLC | 1,088 | $596.4K | 0.24% | −100−8.4% | Reduced |
| Wellington Shields & Co., LLC | 1,093 | $599.1K | 0.19% | +102+10.3% | Added |
| Embree Financial Group | 1,094 | $599.4K | 0.10% | +62+6.0% | Added |
| GFG Capital, LLC | 1,095 | $600.5K | 0.18% | −185−14.5% | Reduced |
| BankPlus Trust Department | 1,097 | $601.3K | 0.20% | +144+15.1% | Added |
| BIP Wealth, LLC | 1,098 | $601.8K | 0.04% | −7−0.6% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,144 | $602.5K | 0.20% | +13+1.1% | Added |