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 |
|---|---|---|---|---|---|
| Ninepoint Partners LP | 1,268 | $695.0K | 0.12% | 00.0% | Unchanged |
| Values Added Financial LLC | 1,272 | $697.2K | 0.39% | +52+4.3% | Added |
| Safeguard Financial, LLC | 1,274 | $698.1K | 0.15% | −107−7.7% | Reduced |
| Souders Financial Advisors | 1,275 | $699.0K | 0.10% | +466+57.6% | Added |
| Atlas Private Wealth Advisors | 1,277 | $700.3K | 0.10% | +109+9.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 1,279 | $701.0K | 0.45% | −351−21.5% | Reduced |
| Advisors Preferred, LLC | 1,280 | $702.1K | 0.09% | +463+56.7% | Added |
| Wheelhouse Advisory Group LLC | 1,280 | $702.1K | 0.40% | +1,280 | New |
| Coign Capital Advisors LLC | 1,282 | $702.7K | 0.54% | −36−2.7% | Reduced |
| Argyle Capital Partners, LLC | 1,284 | $703.5K | 0.60% | −73−5.4% | Reduced |
| NTV Asset Management LLC | 1,286 | $704.7K | 0.09% | +122+10.5% | Added |
| Strategy Asset Managers LLC | 1,286 | $704.9K | 0.15% | +375+41.2% | Added |
| Atala Financial Inc | 1,287 | $705.4K | 0.53% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 1,288 | $706.1K | 0.04% | +99+8.3% | Added |
| Baron Wealth Management LLC | 1,289 | $706.6K | 0.31% | +306+31.1% | Added |
| McAdam, LLC | 1,292 | $708.3K | 0.04% | −182−12.3% | Reduced |
| Firethorn Wealth Partners, LLC | 1,292 | $708.4K | 0.34% | +41+3.3% | Added |
| Sentinus, LLC | 1,297 | $710.7K | 0.20% | +81+6.7% | Added |
| Nwam LLC | 1,297 | $710.8K | 0.06% | −346−21.1% | Reduced |
| Weil Company, Inc. | 1,299 | $711.9K | 0.21% | +2+0.2% | Added |
| Cidel Asset Management Inc | 1,301 | $713.1K | 0.05% | 00.0% | Unchanged |
| Pine Harbor Wealth Management, LLC | 1,302 | $714.1K | 0.29% | +1+0.1% | Added |
| Haven Private, LLC | 1,307 | $716.4K | 0.41% | +65+5.2% | Added |
| Cardiff Park Advisors, LLC | 1,309 | $717.7K | 0.07% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 1,311 | $718.5K | 0.54% | −5−0.4% | Reduced |
| Wellspring Financial Advisors, LLC | 1,313 | $718.6K | 0.08% | +3+0.2% | Added |
| MBL Wealth, LLC | 1,311 | $718.6K | 0.07% | +47+3.7% | Added |
| Range Financial Group LLC | 1,312 | $719.1K | 0.32% | +243+22.7% | Added |
| Hayek Kallen Investment Management | 1,313 | $720.0K | 0.27% | 00.0% | Unchanged |
| First County Bank | 1,314 | $720.2K | 0.40% | −25−1.9% | Reduced |
| True North Advisors, LLC | 1,316 | $721.2K | 0.13% | −22−1.6% | Reduced |
| Nadler Financial Group, Inc. | 1,317 | $721.9K | 0.08% | +76+6.1% | Added |
| Proathlete Wealth Management LLC | 1,317 | $723.9K | 0.26% | −1−0.1% | Reduced |
| Claret Asset Management Corp | – | $724.0K | 0.10% | – | – |
| Alliance Wealth Advisors, LLC | 1,322 | $724.6K | 0.43% | −51−3.7% | Reduced |
| Colonial Trust Co | 1,327 | $727.3K | 0.11% | −116−8.0% | Reduced |
| Matisse Capital | 1,329 | $728.5K | 0.38% | +1+0.1% | Added |
| Dogwood Wealth Management LLC | 1,330 | $728.8K | 0.38% | +67+5.3% | Added |
| 180 Wealth Advisors, LLC | 1,334 | $731.3K | 0.12% | −143−9.7% | Reduced |
| Rice Partnership, LLC | 1,335 | $731.7K | 0.15% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 1,336 | $732.3K | 0.10% | −55−4.0% | Reduced |
| Morris Financial Concepts, Inc. | 1,339 | $734.0K | 0.31% | −54−3.9% | Reduced |
| Legacy Trust | 1,345 | $737.2K | 0.18% | −80−5.6% | Reduced |
| Ameriflex Group, Inc. | 1,351 | $740.8K | 0.30% | +1,253+1,278.6% | Added |
| Sonora Investment Management Group, LLC | 1,352 | $741.0K | 0.06% | −29−2.1% | Reduced |
| Granite Investment Partners, LLC | 1,353 | $741.6K | 0.04% | 00.0% | Unchanged |
| Triangle Securities Wealth Management | 1,358 | $744.3K | 0.19% | −35−2.5% | Reduced |
| Full Sail Capital, LLC | 1,358 | $744.3K | 0.05% | +137+11.2% | Added |
| Centurion Wealth Management LLC | 1,418 | $746.7K | 0.23% | 00.0% | Unchanged |
| Portland Investment Counsel Inc. | 1,363 | $747.1K | 0.23% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 1,364 | $747.7K | 0.43% | +1+0.1% | Added |
| D. Scott Neal, Inc. | 1,366 | $748.8K | 0.42% | +3+0.2% | Added |
| Lantz Financial LLC | 1,368 | $749.8K | 0.21% | +24+1.8% | Added |
| Deseret Mutual Benefit Administrators | 1,370 | $750.9K | 0.37% | −123−8.2% | Reduced |
| Capital Performance Advisors LLP | 1,375 | $753.7K | 0.17% | +725+111.5% | Added |
| Gitterman Wealth Management, LLC | 1,377 | $755.1K | 0.20% | +39+2.9% | Added |
| Baskin Financial Services Inc. | 1,380 | $756.0K | 0.06% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 1,383 | $757.8K | 0.02% | −28−2.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 1,390 | $761.9K | 0.18% | −397−22.2% | Reduced |
| Oxford Financial Group Ltd | 1,392 | $762.8K | 0.05% | −115−7.6% | Reduced |
| Kelly Financial Group LLC | 1,394 | $763.9K | 0.24% | +1,394 | New |
| Atticus Wealth Management, LLC | 1,398 | $766.1K | 0.25% | −40−2.8% | Reduced |
| Atom Investors LP | 1,398 | $766.3K | 0.09% | −123−8.1% | Reduced |
| Aristides Capital LLC | 1,400 | $767.4K | 0.29% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,406 | $770.4K | 0.07% | −24−1.7% | Reduced |
| LifeWealth Investments, LLC | 1,407 | $771.2K | 0.17% | +901+178.1% | Added |
| GSB Wealth Management, LLC | 1,409 | $772.3K | 0.20% | −218−13.4% | Reduced |
| Capital Advisors Inc | 1,410 | $772.8K | 0.02% | +10+0.7% | Added |
| PSI Advisors, LLC | 1,412 | $773.9K | 0.25% | −115−7.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,418 | $777.2K | 0.04% | +5+0.4% | Added |
| Avenue 1 Advisors, LLC | 1,419 | $777.8K | 0.30% | −2−0.1% | Reduced |
| Wealth Architects, LLC | 1,422 | $779.4K | 0.09% | +32+2.3% | Added |
| Webster Bank, N. A. | 1,425 | $781.1K | 0.09% | −193−11.9% | Reduced |
| Atlas Legacy Advisors, LLC | 1,425 | $781.1K | 0.20% | +2+0.1% | Added |
| Headlands Technologies LLC | 1,426 | $781.6K | 0.09% | −2,351−62.2% | Reduced |
| Floyd Financial Group LLC | 1,428 | $782.7K | 0.71% | +40+2.9% | Added |
| Lion Street Advisors, LLC | 1,434 | $786.0K | 0.25% | −182−11.3% | Reduced |
| Montis Financial, LLC | 1,438 | $788.4K | 0.23% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 1,441 | $789.0K | 2.99% | −22,435−94.0% | Reduced |
| Main Management ETF Advisors, LLC | 1,442 | $790.0K | 0.05% | +1,442 | New |
| Gilliland Jeter Wealth Management LLC | 1,442 | $790.2K | 0.28% | −17−1.2% | Reduced |
| Smith Chas P & Associates Pa Cpas | 1,444 | $791.5K | 0.05% | +98+7.3% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,453 | $796.3K | 0.09% | −20−1.4% | Reduced |
| Fairtree Asset Management (Pty) Ltd | 1,455 | $797.5K | 0.64% | +591+68.4% | Added |
| Stokes Family Office, LLC | 1,456 | $798.1K | 0.09% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,459 | $799.7K | 0.08% | +51+3.6% | Added |
| Boston Family Office LLC | 1,460 | $800.0K | 0.06% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 1,463 | $801.9K | 0.26% | −142−8.8% | Reduced |
| Manske Wealth Management | 1,466 | $803.5K | 0.30% | +43+3.0% | Added |
| BXM Wealth LLC | 1,467 | $804.1K | 0.97% | −1−0.1% | Reduced |
| DT Investment Partners, LLC | 1,468 | $804.6K | 0.08% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 1,469 | $805.1K | 0.07% | −332−18.4% | Reduced |
| Round Hill Asset Management | 1,470 | $805.7K | 0.58% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,472 | $807.0K | 0.35% | +175+13.5% | Added |
| Clarity Wealth Advisors, LLC | 1,474 | $808.0K | 0.22% | −66−4.3% | Reduced |
| BOS Asset Management, LLC | 1,476 | $809.0K | 0.28% | +25+1.7% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,477 | $809.6K | 0.28% | −150−9.2% | Reduced |
| Prosperity Financial Group, Inc. | 1,478 | $809.9K | 0.40% | −5−0.3% | Reduced |
| Traveka Wealth, LLC | 1,478 | $810.0K | 0.45% | 00.0% | Unchanged |
| New World Advisors LLC | 1,478 | $810.1K | 0.18% | +203+15.9% | Added |