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
- 3,491
- +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
- 1,344 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 |
|---|---|---|---|---|---|
| Sompo Asset Management Co., Ltd. | 1,100 | $602.9K | 0.11% | −90−7.6% | Reduced |
| Prism Advisors, Inc. | 1,100 | $602.9K | 0.19% | 00.0% | Unchanged |
| ERTS Wealth Advisors, LLC | 1,103 | $604.6K | 0.12% | −90−7.5% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 1,104 | $605.1K | 0.11% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 1,109 | $607.9K | 0.00% | −2−0.2% | Reduced |
| Wulff, Hansen & Co. | 1,110 | $608.4K | 0.55% | +35+3.3% | Added |
| Westmount Partners, LLC | 1,111 | $608.8K | 0.19% | −16−1.4% | Reduced |
| LifeSteps Financial, Inc. | 1,112 | $609.5K | 0.49% | +55+5.2% | Added |
| Raab & Moskowitz Asset Management LLC | 1,112 | $609.6K | 0.15% | −158−12.4% | Reduced |
| Charter Oak Capital Management, LLC | 1,114 | $610.7K | 0.06% | +110+11.0% | Added |
| XML Financial, LLC | 1,117 | $612.3K | 0.06% | −25−2.2% | Reduced |
| Crestmont Private Wealth LLC | 1,119 | $613.3K | 0.27% | +171+18.0% | Added |
| Pacitti Group Inc. | 1,120 | $613.8K | 0.29% | −8−0.7% | Reduced |
| Trust Co | 1,120 | $613.9K | 0.07% | −75−6.3% | Reduced |
| Maridea Wealth Management LLC | 1,124 | $616.0K | 0.20% | +103+10.1% | Added |
| WESPAC Advisors, LLC | 1,125 | $616.6K | 0.50% | 00.0% | Unchanged |
| Advyzon Investment Management, LLC | 1,127 | $617.5K | 0.22% | −25−2.2% | Reduced |
| Centerpoint Advisors, LLC | 1,127 | $618.0K | 0.23% | 00.0% | Unchanged |
| TruWealth Advisors, LLC | 1,128 | $618.1K | 0.04% | −13−1.1% | Reduced |
| Becker Capital Management Inc | 1,128 | $618.3K | 0.02% | −51−4.3% | Reduced |
| First Command Advisory Services, Inc. | 1,129 | $618.8K | 0.01% | −93−7.6% | Reduced |
| Hodges Capital Management Inc. | 1,130 | $619.0K | 0.06% | 00.0% | Unchanged |
| Horiko Capital Management LLC | 1,130 | $619.4K | 0.18% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 1,162 | $619.9K | 0.08% | 00.0% | Unchanged |
| GenTrust, LLC | 1,133 | $620.7K | 0.03% | −5−0.4% | Reduced |
| First Hawaiian Bank | 1,134 | $621.6K | 0.09% | −10,825−90.5% | Reduced |
| Hexagon Capital Partners LLC | 1,135 | $622.1K | 0.12% | +126+12.5% | Added |
| TCFG Wealth Management, LLC | 1,136 | $622.5K | 0.31% | +13+1.2% | Added |
| Commonwealth Financial Services, LLC | 1,136 | $622.8K | 0.13% | +13+1.2% | Added |
| Arvest Investments, Inc. | 1,138 | $623.8K | 0.10% | +1,138 | New |
| Custom Index Systems, LLC | 1,138 | $623.8K | 0.32% | −136−10.7% | Reduced |
| Manchester Financial Inc | 1,139 | $624.2K | 0.14% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,140 | $624.9K | 0.43% | +30+2.7% | Added |
| Patrick M Sweeney & Associates, Inc | 1,142 | $625.9K | 0.47% | 00.0% | Unchanged |
| Breakwater Capital Group | 1,142 | $626.0K | 0.11% | +68+6.3% | Added |
| Legacy Capital Group California, Inc. | 1,143 | $626.5K | 0.22% | −31−2.6% | Reduced |
| Navalign, LLC | 1,143 | $626.5K | 0.18% | 00.0% | Unchanged |
| Sunpointe, LLC | 1,146 | $628.4K | 0.33% | −275−19.4% | Reduced |
| Financial Perspectives, Inc | 1,137 | $629.5K | 0.22% | −31−2.7% | Reduced |
| KFG Wealth Management, LLC | 1,149 | $629.9K | 0.11% | −102−8.2% | Reduced |
| City National Bank of Florida | 1,150 | $630.3K | 0.57% | −9−0.8% | Reduced |
| Somerset Trust Co | 1,151 | $630.9K | 0.22% | +271+30.8% | Added |
| Chapin Davis, Inc. | 1,154 | $632.7K | 0.22% | +745+182.2% | Added |
| Citadel Investment Advisory, Inc. | 1,155 | $633.0K | 0.31% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 1,155 | $633.1K | 1.26% | +103+9.8% | Added |
| Ewa, LLC | 1,158 | $634.5K | 0.24% | +129+12.5% | Added |
| Golden State Wealth Management, LLC | 1,157 | $634.7K | 0.09% | +28+2.5% | Added |
| Mainstream Capital Management LLC | 1,165 | $638.6K | 0.51% | −13−1.1% | Reduced |
| Skylands Capital, LLC | 1,165 | $638.6K | 0.09% | −10−0.9% | Reduced |
| GDS Wealth Management | 1,172 | $642.4K | 0.05% | +407+53.2% | Added |
| Aureus Asset Management, LLC | 1,175 | $644.0K | 0.05% | 00.0% | Unchanged |
| Gerber, LLC | 1,175 | $644.0K | 0.54% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 1,175 | $644.0K | 0.15% | −1−0.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,179 | $646.0K | 0.13% | −18−1.5% | Reduced |
| Frederick Financial Consultants, LLC | 1,180 | $646.9K | 0.47% | +187+18.8% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,182 | $647.7K | 0.05% | +3+0.3% | Added |
| Warren Street Wealth Advisors, LLC | 1,185 | $649.5K | 0.25% | +74+6.7% | Added |
| Banque de Luxembourg S.A. | 1,186 | $650.1K | 0.37% | −320−21.2% | Reduced |
| Clean Yield Group | 1,187 | $650.6K | 0.21% | 00.0% | Unchanged |
| Nottingham Advisors, Inc. | 1,190 | $652.4K | 0.10% | −1,300−52.2% | Reduced |
| Core Wealth Partners LLC | 1,191 | $652.8K | 0.38% | +228+23.7% | Added |
| VisionPoint Advisory Group, LLC | 1,194 | $654.5K | 0.22% | −1,813−60.3% | Reduced |
| Warther Private Wealth, LLC | 1,194 | $654.5K | 0.22% | +2+0.2% | Added |
| Renasant Bank | 1,199 | $657.2K | 0.44% | −862−41.8% | Reduced |
| Exchange Bank | 1,202 | $658.8K | 0.53% | −37−3.0% | Reduced |
| Westover Capital Advisors, LLC | 1,204 | $659.9K | 0.15% | +55+4.8% | Added |
| Diversified Portfolios, Inc. | 1,205 | $660.5K | 0.07% | 00.0% | Unchanged |
| Painted Porch Advisors LLC | 1,208 | $662.1K | 0.28% | +5+0.4% | Added |
| Cypress Wealth Services, LLC | 1,209 | $662.8K | 0.13% | +12+1.0% | Added |
| Tanaka Capital Management Inc | 1,211 | $664.0K | 1.58% | −17−1.4% | Reduced |
| Green Square Capital Advisors LLC | 1,213 | $664.9K | 0.10% | −50−4.0% | Reduced |
| Berkshire Asset Management LLC | 1,174 | $665.8K | 0.03% | −31−2.6% | Reduced |
| Keystone Financial Group | 1,217 | $667.0K | 0.07% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 1,217 | $667.1K | 0.41% | +192+18.7% | Added |
| Rede Wealth, LLC | 1,219 | $667.9K | 0.24% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,220 | $668.7K | 0.12% | −42−3.3% | Reduced |
| CM Wealth Advisors LLC | 1,224 | $670.9K | 0.21% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,225 | $671.3K | 0.06% | +40+3.4% | Added |
| Guerra Pan Advisors, LLC | 1,225 | $671.4K | 0.53% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 1,227 | $672.7K | 0.07% | +100+8.9% | Added |
| Black Diamond Financial, LLC | 1,234 | $676.4K | 0.10% | +154+14.3% | Added |
| Connective Portfolio Management, LLC | 1,235 | $676.9K | 2.28% | 00.0% | Unchanged |
| Audent Global Asset Management, LLC | 1,238 | $678.6K | 0.56% | −50−3.9% | Reduced |
| Allen Capital Group, LLC | 1,238 | $678.6K | 0.08% | +152+14.0% | Added |
| US Asset Management LLC | 1,239 | $679.0K | 0.65% | −4−0.3% | Reduced |
| Trueblood Wealth Management, LLC | 1,240 | $679.7K | 0.32% | −3−0.2% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,240 | $679.7K | 0.14% | 00.0% | Unchanged |
| Passive Capital Management, LLC. | 1,241 | $680.2K | 0.22% | +773+165.2% | Added |
| Lakeshore Capital Group, Inc. | 1,241 | $680.4K | 0.66% | +13+1.1% | Added |
| Covestor Ltd | 1,241 | $681.0K | 0.46% | −57−4.4% | Reduced |
| Parthenon LLC | 1,243 | $681.3K | 0.08% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 1,250 | $684.9K | 0.29% | −331−20.9% | Reduced |
| LaFleur & Godfrey LLC | 1,250 | $685.1K | 0.09% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 1,252 | $686.2K | 0.60% | +173+16.0% | Added |
| Rappaport Reiches Capital Management, LLC | 1,255 | $688.0K | 0.17% | +134+12.0% | Added |
| Cheviot Value Management, LLC | 1,231 | $690.7K | 0.08% | +267+27.7% | Added |
| Rakuten Securities, Inc. | 1,261 | $691.2K | 0.35% | +1,122+807.2% | Added |
| Sherman Asset Management, Inc. | 1,265 | $693.3K | 0.66% | −2−0.2% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,265 | $693.4K | 0.69% | −8−0.6% | Reduced |
| Summit Asset Management, LLC | 1,265 | $693.4K | 0.12% | 00.0% | Unchanged |