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 |
|---|---|---|---|---|---|
| DRW Securities, LLC | 1,974 | $1.08M | 0.09% | −5,119−72.2% | Reduced |
| Howard Wealth Management, LLC | 1,971 | $1.08M | 0.60% | 00.0% | Unchanged |
| New Capital Management LP | 1,979 | $1.08M | 0.31% | −163−7.6% | Reduced |
| Kathmere Capital Management, LLC | 1,981 | $1.09M | 0.09% | +232+13.3% | Added |
| Naples Global Advisors, LLC | 1,987 | $1.09M | 0.10% | −32−1.6% | Reduced |
| First Heartland Consultants, Inc. | 1,988 | $1.09M | 0.11% | +10+0.5% | Added |
| Waterloo Capital, L.P. | 1,991 | $1.09M | 0.10% | +52+2.7% | Added |
| Community Bank, N.A. | 1,995 | $1.09M | 0.15% | −165−7.6% | Reduced |
| Canal Capital Management, LLC | 2,008 | $1.10M | 0.18% | +10.0% | Added |
| First Commonwealth Financial Corp | 2,010 | $1.10M | 0.26% | +181+9.9% | Added |
| Enhancing Capital LLC | 2,015 | $1.10M | 0.88% | +25+1.3% | Added |
| Financial Engines Advisors L.L.C. | 2,018 | $1.11M | 0.00% | +89+4.6% | Added |
| Avidian Wealth Solutions, LLC | 2,019 | $1.11M | 0.05% | +125+6.6% | Added |
| Jacobsen Capital Management | 2,019 | $1.11M | 0.48% | +45+2.3% | Added |
| Peoples Bank | 2,023 | $1.11M | 0.75% | +180+9.8% | Added |
| Zhang Financial LLC | 2,024 | $1.11M | 0.06% | +294+17.0% | Added |
| Terry L. Blaker | 2,025 | $1.11M | 0.04% | −7−0.3% | Reduced |
| AssuredPartners Investment Advisors, LLC | 2,028 | $1.11M | 0.21% | +44+2.2% | Added |
| Atwater Malick LLC | 2,028 | $1.11M | 0.38% | 00.0% | Unchanged |
| Trustmark National Bank Trust Department | 2,032 | $1.11M | 0.08% | +1,084+114.3% | Added |
| Milestones Administradora de Recursos Ltda. | 2,035 | $1.12M | 0.57% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 2,038 | $1.12M | 0.25% | +990+94.5% | Added |
| Shufro Rose & Co LLC | 2,039 | $1.12M | 0.09% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 2,044 | $1.12M | 0.50% | +1,395+214.9% | Added |
| RD Lewis Holdings, Inc. | 2,007 | $1.12M | 1.27% | +227+12.8% | Added |
| Wealth Management Associates, Inc. | 2,049 | $1.12M | 0.48% | 00.0% | Unchanged |
| Alpha Family Trust | 2,050 | $1.12M | 0.66% | 00.0% | Unchanged |
| Cahill Wealth Management, LLC | 2,061 | $1.13M | 0.57% | 00.0% | Unchanged |
| Seascape Capital Management | 2,062 | $1.13M | 0.39% | −143−6.5% | Reduced |
| Lee Financial Co | 2,065 | $1.13M | 0.17% | −162−7.3% | Reduced |
| Argus Investors' Counsel, Inc. | 2,078 | $1.14M | 0.87% | −30−1.4% | Reduced |
| Diversified Enterprises, LLC | 2,083 | $1.14M | 0.10% | +580+38.6% | Added |
| Maren Capital LLC | 2,085 | $1.14M | 0.08% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,085 | $1.14M | 0.04% | +224+12.0% | Added |
| FFT Wealth Management LLC | 2,096 | $1.15M | 0.24% | −637−23.3% | Reduced |
| GPS Wealth Strategies Group, LLC | 2,104 | $1.15M | 0.16% | −22−1.0% | Reduced |
| Stiles Financial Services Inc | 2,104 | $1.15M | 0.44% | −176−7.7% | Reduced |
| Manhattan West Asset Management, LLC | 2,108 | $1.16M | 0.29% | +309+17.2% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,111 | $1.16M | 0.49% | −20−0.9% | Reduced |
| MWA Asset Management | 2,116 | $1.16M | 0.80% | +113+5.6% | Added |
| Ipswich Investment Management Co., Inc. | 2,118 | $1.16M | 0.29% | −3−0.1% | Reduced |
| Sunbeam Capital Management, LLC | 2,120 | $1.16M | 1.11% | +4+0.2% | Added |
| Cassia Capital Partners, LLC | 2,126 | $1.17M | 0.73% | +109+5.4% | Added |
| Motiv8 Investments LLC | 2,126 | $1.17M | 0.77% | −45−2.1% | Reduced |
| Uniting Wealth Partners, LLC | 2,132 | $1.17M | 0.59% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,137 | $1.17M | 0.06% | −288−11.9% | Reduced |
| Knuff & Co LLC | 2,137 | $1.17M | 0.39% | +30+1.4% | Added |
| LCNB Corp | 2,141 | $1.17M | 0.43% | −76−3.4% | Reduced |
| MidWestOne Financial Group, Inc. | 2,148 | $1.18M | 0.17% | −19−0.9% | Reduced |
| Edgestream Partners, L.P. | 2,153 | $1.18M | 0.04% | −771−26.4% | Reduced |
| Atlas Brown,Inc. | 2,154 | $1.18M | 0.41% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,158 | $1.18M | 0.17% | +2,158 | New |
| First Western Trust Bank | 2,159 | $1.18M | 0.06% | −27−1.2% | Reduced |
| Gries Financial LLC | 2,160 | $1.18M | 0.23% | −345−13.8% | Reduced |
| Hemington Wealth Management | 2,164 | $1.19M | 0.18% | +113+5.5% | Added |
| Jericho Financial, LLP | 2,171 | $1.19M | 0.86% | −63−2.8% | Reduced |
| Cypress Advisory Group LLC | 2,178 | $1.19M | 1.09% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 2,179 | $1.19M | 0.21% | −111−4.8% | Reduced |
| Waterfront Wealth Inc. | 2,188 | $1.20M | 0.29% | +8+0.4% | Added |
| Sandbox Financial Partners, LLC | 2,195 | $1.20M | 0.42% | +10.0% | Added |
| Legacy Capital Wealth Partners, LLC | 2,197 | $1.20M | 0.30% | −14−0.6% | Reduced |
| Boltwood Capital Management | 2,204 | $1.21M | 0.37% | +149+7.3% | Added |
| SP Asset Management LLC | 2,205 | $1.21M | 0.11% | +8+0.4% | Added |
| MJP Associates Inc | 2,209 | $1.21M | 0.22% | +153+7.4% | Added |
| Capital Planning Advisors, LLC | 2,209 | $1.21M | 0.19% | −11−0.5% | Reduced |
| Lifestyle Asset Management, Inc. | 2,210 | $1.21M | 0.67% | −220−9.1% | Reduced |
| Argentarii, LLC | 2,215 | $1.21M | 0.60% | +997+81.9% | Added |
| Reliant Investment Partners, LLC | 2,215 | $1.21M | 1.24% | −46−2.0% | Reduced |
| Evergreen Wealth Solutions, LLC | 2,217 | $1.22M | 0.82% | −460−17.2% | Reduced |
| Scissortail Wealth Management, LLC | 2,220 | $1.22M | 0.31% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 2,220 | $1.22M | 1.45% | 00.0% | Unchanged |
| Bingham Private Wealth, LLC | 2,228 | $1.22M | 1.26% | +29+1.3% | Added |
| Collective Family Office LLC | 2,230 | $1.22M | 0.33% | −102−4.4% | Reduced |
| Onefund, LLC | 2,233 | $1.22M | 1.25% | +4+0.2% | Added |
| Brown Capital Management LLC | 2,234 | $1.22M | 0.04% | −3,986−64.1% | Reduced |
| Empire Financial Management Company, LLC | 2,235 | $1.23M | 0.38% | +183+8.9% | Added |
| Field & Main Bank | 2,242 | $1.23M | 0.43% | +22+1.0% | Added |
| SkyView Investment Advisors, LLC | 2,245 | $1.23M | 0.19% | −25−1.1% | Reduced |
| Capital & Planning, LLC | 2,246 | $1.23M | 0.91% | +1,768+369.9% | Added |
| Altfest L J & Co Inc | 2,253 | $1.24M | 0.15% | −30−1.3% | Reduced |
| KC Investment Advisors, LLC | 2,254 | $1.24M | 0.27% | +14+0.6% | Added |
| Advisory Resource Group | 2,257 | $1.24M | 0.25% | −6−0.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 2,259 | $1.24M | 0.37% | +180+8.7% | Added |
| Marks Group Wealth Management, Inc | 2,262 | $1.24M | 0.12% | 00.0% | Unchanged |
| BSW Wealth Partners | 2,264 | $1.24M | 0.19% | −51−2.2% | Reduced |
| Indiana Trust & Investment Management CO | 2,269 | $1.24M | 0.45% | −320−12.4% | Reduced |
| Robertson Stephens Wealth Management, LLC | 2,285 | $1.25M | 0.05% | −443−16.2% | Reduced |
| Versant Capital Management, Inc | 2,286 | $1.25M | 0.21% | +1,048+84.7% | Added |
| FRG Family Wealth Advisors LLC | 2,289 | $1.25M | 0.24% | −35−1.5% | Reduced |
| Sheets Smith Wealth Management | 2,291 | $1.26M | 0.16% | −62−2.6% | Reduced |
| Burns Matteson Capital Management, LLC | 2,306 | $1.26M | 0.68% | −610−20.9% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,307 | $1.26M | 0.15% | +47+2.1% | Added |
| Northern Financial Advisors Inc | 2,307 | $1.26M | 1.04% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,445 | $1.26M | 0.16% | +234+10.6% | Added |
| Mendel Money Management | 2,309 | $1.27M | 0.60% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,310 | $1.27M | 0.12% | −33−1.4% | Reduced |
| Clark Financial Services Group Inc | 2,313 | $1.27M | 0.88% | +246+11.9% | Added |
| Oakworth Capital, Inc. | 2,315 | $1.27M | 0.09% | −12−0.5% | Reduced |
| Perennial Investment Advisors, LLC | 2,314 | $1.27M | 0.14% | +75+3.3% | Added |
| Florida Financial Advisors, LLC | 2,321 | $1.27M | 0.50% | −5−0.2% | Reduced |