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; 3,633 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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| H&H Retirement Design & Management INC | 1,595 | $812.4K | 0.54% | +3+0.2% | Added |
| Great Diamond Partners, LLC | 1,485 | $814.0K | 0.22% | −220−12.9% | Reduced |
| jvl associates llc | 1,486 | $814.5K | 0.33% | +9+0.6% | Added |
| Nvest Financial, LLC | 1,487 | $814.8K | 0.44% | +55+3.8% | Added |
| Fortem Financial Group, LLC | 1,491 | $817.2K | 0.32% | −5−0.3% | Reduced |
| UMA Financial Services, Inc. | 1,492 | $817.7K | 0.14% | −59−3.8% | Reduced |
| Key Financial Inc | 1,495 | $819.4K | 0.18% | +12+0.8% | Added |
| CWS Financial Advisors, LLC | 1,498 | $820.8K | 0.26% | +201+15.5% | Added |
| Cookson Peirce & Co Inc | 1,500 | $822.0K | 0.04% | −43−2.8% | Reduced |
| Levin Capital Strategies, L.P. | 1,500 | $822.2K | 0.09% | 00.0% | Unchanged |
| First Interstate Bank | 1,502 | $823.3K | 0.05% | −49−3.2% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,508 | $826.0K | 0.37% | 00.0% | Unchanged |
| Alterna Wealth Management, Inc | 1,507 | $826.0K | 0.63% | +122+8.8% | Added |
| Smart Money Group LLC | 1,508 | $826.3K | 0.28% | +1,508 | New |
| First Nebraska Trust Co | 1,508 | $826.6K | 0.08% | +14+0.9% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,514 | $830.0K | 0.20% | +4+0.3% | Added |
| Diligent Investors, LLC | 1,516 | $831.1K | 0.20% | 00.0% | Unchanged |
| Riverbend Wealth Management, LLC | 1,519 | $832.3K | 0.74% | −376−19.8% | Reduced |
| Compass Capital Corp | 1,618 | $832.5K | 0.44% | −67−4.0% | Reduced |
| Forefront Wealth Partners, LLC | 1,522 | $834.2K | 0.57% | −46−2.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,524 | $835.0K | 0.20% | +110+7.8% | Added |
| FSB Premier Wealth Management, Inc. | 1,524 | $835.5K | 0.33% | +255+20.1% | Added |
| Washington Trust Co | 1,526 | $836.4K | 0.03% | −344−18.4% | Reduced |
| Spartan Planning & Wealth Management | 1,527 | $837.0K | 0.81% | +1+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 1,528 | $837.7K | 0.33% | +177+13.1% | Added |
| Madison Asset Management, LLC | 1,537 | $842.5K | 0.01% | −397−20.5% | Reduced |
| Goldstein Advisors, LLC | 1,538 | $843.0K | 0.12% | +37+2.5% | Added |
| Quantum Financial Advisors, LLC | 1,550 | $849.7K | 0.13% | −25−1.6% | Reduced |
| High Net Worth Advisory Group LLC | 1,556 | $852.9K | 0.24% | −10−0.6% | Reduced |
| Victrix Investment Advisors | 1,563 | $855.4K | 0.45% | −32−2.0% | Reduced |
| McLean Asset Management Corp | 1,788 | $858.1K | 0.28% | +53+3.1% | Added |
| Canvas Wealth Advisors, LLC | 1,628 | $858.5K | 0.22% | +421+34.9% | Added |
| Park Place Capital Corp | 1,568 | $859.5K | 0.23% | −935−37.4% | Reduced |
| ORG Wealth Partners, LLC | 1,567 | $860.1K | 0.26% | +47+3.1% | Added |
| Midland Wealth Advisors LLC | 1,571 | $861.1K | 0.05% | −48−3.0% | Reduced |
| TFB Advisors LLC | 1,571 | $861.1K | 0.25% | +47+3.1% | Added |
| Pines Wealth Management, LLC | 1,803 | $865.3K | 0.40% | −14−0.8% | Reduced |
| Foster Group, Inc. | 1,580 | $866.1K | 0.03% | +577+57.5% | Added |
| Invenio Wealth Partners LLC | 1,581 | $866.6K | 0.36% | +39+2.5% | Added |
| Beaton Management Co. Inc. | 1,582 | $867.0K | 0.45% | 00.0% | Unchanged |
| TFG Advisers LLC | 1,588 | $870.4K | 0.32% | +2+0.1% | Added |
| Salem Investment Counselors Inc | 1,589 | $871.0K | 0.03% | +48+3.1% | Added |
| Tevis Investment Management | 1,655 | $871.5K | 0.65% | 00.0% | Unchanged |
| Moseley Investment Management Inc | 1,590 | $871.7K | 0.34% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,595 | $874.3K | 0.55% | +15+0.9% | Added |
| Salomon & Ludwin, LLC | 1,596 | $874.8K | 0.09% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 1,662 | $874.9K | 0.29% | 00.0% | Unchanged |
| Miller Financial Services LLC | 1,598 | $875.9K | 1.26% | −95−5.6% | Reduced |
| M. Kraus & Co | 1,598 | $875.9K | 0.27% | −5−0.3% | Reduced |
| D'Orazio & Associates, Inc. | 1,598 | $875.9K | 0.13% | +167+11.7% | Added |
| Outlook Wealth Advisors, LLC | 1,599 | $876.5K | 0.24% | −7−0.4% | Reduced |
| Occidental Asset Management, LLC | 1,599 | $876.5K | 0.13% | +492+44.4% | Added |
| Armis Advisers, LLC | 1,602 | $878.0K | 0.08% | +805+101.0% | Added |
| Prentiss Smith & Co Inc | 1,605 | $879.7K | 0.57% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,605 | $879.8K | 0.29% | −780−32.7% | Reduced |
| Latitude Advisors, LLC | 1,609 | $881.8K | 0.51% | +271+20.3% | Added |
| Consolidated Portfolio Review Corp | 1,611 | $883.3K | 0.14% | +154+10.6% | Added |
| Pure Financial Advisors, Inc. | 1,613 | $884.1K | 0.02% | +349+27.6% | Added |
| Annex Advisory Services, LLC | 1,615 | $885.1K | 0.03% | +256+18.8% | Added |
| Advisor Resource Council | 1,877 | $885.6K | 0.07% | +1,877 | New |
| Resurgent Financial Advisors LLC | 1,618 | $886.9K | 0.53% | +3+0.2% | Added |
| Tributary Capital Management, LLC | 1,620 | $888.0K | 0.08% | −50−3.0% | Reduced |
| Wedgewood Investors Inc | 1,620 | $888.0K | 1.05% | 00.0% | Unchanged |
| Kraft, Davis & Associates, LLC | 1,686 | $889.1K | 0.29% | −7−0.4% | Reduced |
| Old Port Advisors | 1,631 | $893.9K | 0.27% | −50−3.0% | Reduced |
| Moloney Securities Asset Management, LLC | 1,632 | $894.6K | 0.12% | −84−4.9% | Reduced |
| AlphaCore Capital LLC | 1,635 | $896.1K | 0.08% | +541+49.5% | Added |
| CAP Partners, LLC | 1,642 | $899.9K | 0.65% | −154−8.6% | Reduced |
| Nova R Wealth, Inc. | 1,643 | $900.3K | 0.45% | +102+6.6% | Added |
| FLC Capital Advisors | 1,645 | $901.7K | 0.20% | +83+5.3% | Added |
| Ariadne Wealth Management, LP | 1,596 | $907.5K | 0.47% | +146+10.1% | Added |
| OneAscent Family Office, LLC | 1,659 | $909.0K | 0.85% | +705+73.9% | Added |
| Disciplined Equity Management, Inc. | 1,660 | $909.9K | 0.63% | −170−9.3% | Reduced |
| Clare Market Investments LLC | 1,661 | $910.4K | 0.24% | −43−2.5% | Reduced |
| Breed's Hill Capital LLC | 1,661 | $910.6K | 0.49% | +58+3.6% | Added |
| Hillsdale Investment Management Inc. | 1,666 | $913.2K | 0.05% | +160+10.6% | Added |
| Carolina Wealth Advisors, LLC | 1,668 | $914.3K | 0.49% | +1,212+265.8% | Added |
| FSM Wealth Advisors, LLC | 1,669 | $914.8K | 0.21% | +258+18.3% | Added |
| JT Stratford LLC | 1,670 | $915.4K | 0.16% | +22+1.3% | Added |
| Sound View Wealth Advisors Group, LLC | 1,670 | $915.5K | 0.08% | −118−6.6% | Reduced |
| Silicon Valley Capital Partners | 1,696 | $916.7K | 0.12% | +3+0.2% | Added |
| Argonautica Private Wealth Management, Inc | 1,673 | $917.0K | 0.32% | 00.0% | Unchanged |
| Five Oceans Advisors | 1,674 | $917.6K | 0.44% | +17+1.0% | Added |
| Crescent Sterling, Ltd. | 1,675 | $918.1K | 0.94% | +2+0.1% | Added |
| Gould Asset Management LLC | 1,677 | $919.2K | 0.19% | −28−1.6% | Reduced |
| Purkiss Capital Advisors LLC | 1,677 | $919.4K | 0.69% | +320+23.6% | Added |
| Avantax Planning Partners, Inc. | 1,680 | $921.0K | 0.03% | +38+2.3% | Added |
| Auxano Advisors, LLC | 1,680 | $921.0K | 0.24% | −19−1.1% | Reduced |
| New Republic Capital, LLC | 1,681 | $921.3K | 0.40% | +169+11.2% | Added |
| Corundum Group, Inc. | 1,681 | $921.4K | 0.44% | −1,381−45.1% | Reduced |
| Aberdeen Wealth Management LLC | 1,685 | $923.8K | 0.64% | 00.0% | Unchanged |
| Blackstone Group Inc. | 1,686 | $924.1K | 0.00% | +1,686 | New |
| Abc Arbitrage SA | 1,689 | $925.8K | 0.17% | +1,689 | New |
| PFC Capital Group, Inc. | 1,692 | $927.0K | 0.47% | −58−3.3% | Reduced |
| Consilium Wealth Advisory, LLC | 1,693 | $927.7K | 0.47% | +19+1.1% | Added |
| Correct Capital Wealth Management | 1,694 | $928.7K | 0.18% | +1,172+224.5% | Added |
| Landing Point Financial Group, LLC | 1,695 | $929.3K | 0.70% | −43−2.5% | Reduced |
| Traphagen Investment Advisors LLC | 1,696 | $929.7K | 0.10% | −36−2.1% | Reduced |
| Fragasso Group Inc. | 1,697 | $930.4K | 0.07% | +19+1.1% | Added |
| Marino, Stram & Associates LLC | 1,699 | $931.2K | 0.21% | +40+2.4% | Added |