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 |
|---|---|---|---|---|---|
| SkyOak Wealth, LLC | 1,700 | $931.8K | 0.20% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 1,700 | $932.0K | 0.09% | +72+4.4% | Added |
| Dividend Assets Capital, LLC | 1,703 | $933.4K | 0.18% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 1,705 | $934.0K | 0.10% | +513+43.0% | Added |
| Tarbox Family Office, Inc. | 1,705 | $934.5K | 0.16% | −5−0.3% | Reduced |
| Advance Capital Management, Inc. | 1,706 | $934.9K | 0.04% | +69+4.2% | Added |
| New England Research & Management, Inc. | 1,705 | $935.0K | 0.47% | +1,125+194.0% | Added |
| Mitchell & Pahl Private Wealth, LLC | 1,712 | $938.4K | 0.44% | −51−2.9% | Reduced |
| Werlinich Asset Management, LLC | 1,718 | $941.7K | 0.60% | 00.0% | Unchanged |
| Park Capital Management, LLC | 1,719 | $942.2K | 1.10% | +246+16.7% | Added |
| Cable Hill Partners, LLC | 1,719 | $943.3K | 0.09% | +383+28.7% | Added |
| Van Den Berg Management I, Inc | 1,724 | $945.0K | 0.29% | −114−6.2% | Reduced |
| Quantessence Capital LLC | 1,725 | $945.5K | 0.24% | −6,710−79.5% | Reduced |
| Strive Asset Management, LLC | 1,725 | $945.5K | 0.66% | −122−6.6% | Reduced |
| Granite Harbor Advisors, Inc. | 1,727 | $946.6K | 0.50% | +341+24.6% | Added |
| Hoxton Planning & Management, LLC | 1,729 | $947.7K | 0.36% | +69+4.2% | Added |
| Evermay Wealth Management LLC | 1,729 | $947.7K | 0.12% | +450+35.2% | Added |
| Teza Capital Management LLC | 1,730 | $948.2K | 0.43% | −2,433−58.4% | Reduced |
| Crowley Wealth Management, Inc. | 1,731 | $948.6K | 0.90% | −49−2.8% | Reduced |
| Summa Corp. | 1,736 | $951.5K | 0.55% | 00.0% | Unchanged |
| LBMC Investment Advisors, LLC | 1,736 | $951.7K | 0.07% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,739 | $953.1K | 0.64% | −28−1.6% | Reduced |
| Signal Advisors Wealth, LLC | 1,739 | $953.2K | 0.09% | +347+24.9% | Added |
| Fermata Advisors, LLC | 1,739 | $953.4K | 0.17% | +185+11.9% | Added |
| Davies Financial Advisors, Inc. | 1,743 | $955.3K | 0.81% | +27+1.6% | Added |
| IMA Wealth, Inc. | 1,743 | $955.4K | 0.11% | −87−4.8% | Reduced |
| Brave Asset Management Inc | 1,743 | $955.4K | 0.30% | +21+1.2% | Added |
| Birch Financial Group, LLC | 1,747 | $957.6K | 0.85% | −62−3.4% | Reduced |
| Sunflower Bank, N.A. | 1,753 | $960.9K | 0.27% | +25+1.4% | Added |
| Regent Peak Wealth Advisors LLC | 1,755 | $961.7K | 0.23% | −41−2.3% | Reduced |
| Taurus Asset Management, LLC | 1,755 | $962.0K | 0.10% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 1,755 | $962.0K | 0.51% | +81+4.8% | Added |
| Lebenthal Global Advisors, LLC | 1,758 | $963.7K | 0.18% | +72+4.3% | Added |
| Wealth Dimensions Group, Ltd. | 1,759 | $964.2K | 0.23% | −23−1.3% | Reduced |
| Werba Rubin Papier Wealth Management | 1,761 | $965.1K | 0.21% | −55−3.0% | Reduced |
| Navellier & Associates Inc | 1,728 | $969.6K | 0.13% | 00.0% | Unchanged |
| Triad Wealth Partners, LLC | 1,770 | $970.0K | 0.30% | −162−8.4% | Reduced |
| Alpine Bank Wealth Management | 1,775 | $972.9K | 0.16% | +1,775 | New |
| KLCM Advisors, Inc. | 1,776 | $973.5K | 0.11% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 1,779 | $975.1K | 0.73% | −25−1.4% | Reduced |
| Strategic Financial Services, Inc, | 1,779 | $975.1K | 0.06% | −5−0.3% | Reduced |
| Joel Isaacson & Co., LLC | 1,780 | $975.6K | 0.04% | +249+16.3% | Added |
| Brandywine Managers, LLC | 1,785 | $978.4K | 1.17% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 1,785 | $978.6K | 0.38% | −460−20.5% | Reduced |
| Silver Oak Securities, Inc | 1,812 | $979.6K | 0.09% | −48−2.6% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,789 | $980.8K | 0.23% | +5+0.3% | Added |
| Augustine Asset Management Inc | 1,796 | $984.4K | 0.29% | −1−0.1% | Reduced |
| 17 Capital Partners, LLC | 1,797 | $985.0K | 0.63% | +30+1.7% | Added |
| Newport Capital Group, LLC | 1,798 | $985.5K | 0.71% | +63+3.6% | Added |
| Paradigm Asset Management Co LLC | 1,799 | $986.1K | 0.26% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 1,801 | $987.2K | 0.91% | −1,957−52.1% | Reduced |
| E&G Advisors, LP | 1,805 | $989.4K | 0.28% | 00.0% | Unchanged |
| MainStreet Investment Advisors LLC | 1,807 | $990.5K | 0.14% | −30−1.6% | Reduced |
| Old North State Trust, LLC | 1,884 | $992.0K | 0.63% | 00.0% | Unchanged |
| Radnor Capital Management, LLC | 1,812 | $993.0K | 0.17% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 1,814 | $994.3K | 0.07% | −60−3.2% | Reduced |
| West Oak Capital, LLC | 1,815 | $994.8K | 0.38% | −160−8.1% | Reduced |
| Sterling Investment Counsel, LLC | 1,817 | $995.9K | 0.34% | +649+55.6% | Added |
| Green Harvest Asset Management LLC | 1,818 | $996.5K | 0.02% | −4−0.2% | Reduced |
| Abound Financial, LLC | 1,833 | $1.00M | 0.51% | −183−9.1% | Reduced |
| Costello Asset Management, INC | 1,837 | $1.01M | 0.41% | +1,837 | New |
| Lazari Capital Management, Inc. | 1,837 | $1.01M | 0.41% | −47−2.5% | Reduced |
| Essex LLC | 1,841 | $1.01M | 0.22% | −39−2.1% | Reduced |
| St Germain D J Co Inc | 1,852 | $1.02M | 0.05% | +14+0.8% | Added |
| Richard P Slaughter Associates Inc | 1,853 | $1.02M | 0.24% | +1,853 | New |
| Valley Brook Capital Group | 1,855 | $1.02M | 0.80% | +25+1.4% | Added |
| Bigelow Investment Advisors, LLC | 1,858 | $1.02M | 0.48% | −92−4.7% | Reduced |
| Solstein Capital, LLC | 1,859 | $1.02M | 0.59% | 00.0% | Unchanged |
| Golden State Equity Partners | 1,859 | $1.02M | 0.20% | −250−11.9% | Reduced |
| Net Worth Advisory Group | 1,882 | $1.03M | 0.32% | +376+25.0% | Added |
| Mosaic Family Wealth Partners, LLC | 1,883 | $1.03M | 0.15% | +16+0.9% | Added |
| Financial Management Network Inc | 2,137 | $1.04M | 0.23% | 00.0% | Unchanged |
| Wincap Financial LLC | 1,901 | $1.04M | 0.99% | −78−3.9% | Reduced |
| Rossby Financial, LCC | 1,954 | $1.04M | 0.45% | −481−19.8% | Reduced |
| DDFG, Inc | 1,907 | $1.05M | 0.29% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,908 | $1.05M | 0.11% | +6+0.3% | Added |
| Northstar Financial Companies, Inc. | 1,908 | $1.05M | 1.13% | −691−26.6% | Reduced |
| Johnson & White Wealth Management, LLC | 1,909 | $1.05M | 0.59% | +1+0.1% | Added |
| Cadinha & Co LLC | 1,911 | $1.05M | 0.23% | +50+2.7% | Added |
| Cottonwood Capital Advisors, LLC | 1,917 | $1.05M | 0.77% | −227−10.6% | Reduced |
| Aries Wealth Management | 1,927 | $1.06M | 0.29% | +731+61.1% | Added |
| Advisory Alpha, LLC | 1,929 | $1.06M | 0.04% | +246+14.6% | Added |
| Stonebrook Private Inc. | 1,930 | $1.06M | 0.28% | +197+11.4% | Added |
| Hickory Asset Management, Inc. | 1,931 | $1.06M | 0.94% | −69−3.5% | Reduced |
| Crux Wealth Advisors | 1,933 | $1.06M | 0.55% | +284+17.2% | Added |
| Blalock Williams, LLC | 1,938 | $1.06M | 1.19% | +76+4.1% | Added |
| Texas Capital Bancshares Inc | 1,941 | $1.06M | 0.45% | −12−0.6% | Reduced |
| Womack Financial LLC | 1,945 | $1.07M | 0.98% | −75−3.7% | Reduced |
| Compagnie Lombard Odier SCmA | 1,948 | $1.07M | 0.01% | +1,068+121.4% | Added |
| Crawford Investment Counsel Inc | 1,948 | $1.07M | 0.02% | −67−3.3% | Reduced |
| Runnymede Capital Advisors, Inc. | 1,950 | $1.07M | 1.03% | +35+1.8% | Added |
| TCI Wealth Advisors, Inc. | 1,954 | $1.07M | 0.09% | −834−29.9% | Reduced |
| Monument Capital Management | 1,958 | $1.07M | 0.33% | +17+0.9% | Added |
| Sivia Capital Partners, LLC | 1,960 | $1.07M | 0.50% | +132+7.2% | Added |
| Optiver Holding B.V. | 1,963 | $1.08M | 0.04% | +1,963 | New |
| Empirical Asset Management, LLC | 1,965 | $1.08M | 0.37% | −28,925−93.6% | Reduced |
| Steinberg Asset Management LLC | 1,966 | $1.08M | 0.88% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 1,969 | $1.08M | 0.49% | +5+0.3% | Added |
| Winthrop Advisory Group LLC | 1,970 | $1.08M | 0.13% | −770−28.1% | Reduced |
| Chancellor Financial Group WB LP | 1,970 | $1.08M | 0.90% | −7−0.4% | Reduced |