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 |
|---|---|---|---|---|---|
| GM Advisory Group, Inc. | 2,727 | $1.49M | 0.08% | −8−0.3% | Reduced |
| Excalibur Management Corp | 2,731 | $1.50M | 0.59% | −26−0.9% | Reduced |
| Challenger Wealth Management | 2,732 | $1.50M | 1.19% | −2−0.1% | Reduced |
| Twin City Private Wealth, LLC | 2,735 | $1.50M | 1.32% | −233−7.9% | Reduced |
| Symphony Financial, Ltd. Co. | 2,939 | $1.50M | 0.89% | −5,269−64.2% | Reduced |
| Fielder Capital Group LLC | 2,744 | $1.50M | 0.43% | +43+1.6% | Added |
| Caldwell Investment Management Ltd. | 2,800 | $1.50M | 1.12% | 00.0% | Unchanged |
| Generali Investments, Management Co LLC | 2,753 | $1.51M | 0.43% | +95+3.6% | Added |
| Red Wave Investments LLC | 2,757 | $1.51M | 0.54% | −15−0.5% | Reduced |
| Berkshire Bank | 2,771 | $1.52M | 0.37% | −13−0.5% | Reduced |
| KG&L Capital Management,LLC | 2,772 | $1.52M | 0.49% | +127+4.8% | Added |
| Accretive Wealth Partners, LLC | 2,719 | $1.52M | 0.54% | +241+9.7% | Added |
| CoreCap Advisors, LLC | 2,776 | $1.52M | 0.07% | +154+5.9% | Added |
| Hartford Funds Management Co LLC | 2,784 | $1.53M | 0.14% | +459+19.7% | Added |
| Compton Wealth Advisory Group, LLC | 2,787 | $1.53M | 0.42% | −519−15.7% | Reduced |
| Culbertson A N & Co Inc | 2,795 | $1.53M | 0.24% | −25−0.9% | Reduced |
| Biltmore Family Office, LLC | 2,797 | $1.53M | 0.26% | −97−3.4% | Reduced |
| Roberts Capital Advisors, LLC | 2,801 | $1.54M | 1.35% | 00.0% | Unchanged |
| Kovack Advisors, Inc. | 2,802 | $1.54M | 0.16% | −51−1.8% | Reduced |
| OneAscent Financial Services LLC | 2,800 | $1.54M | 0.10% | −24−0.8% | Reduced |
| Gilbert & Cook, Inc. | 2,803 | $1.54M | 0.22% | +2+0.1% | Added |
| RiverFront Investment Group, LLC | 2,823 | $1.55M | 0.03% | +52+1.9% | Added |
| SeaCrest Wealth Management, LLC | 2,829 | $1.55M | 0.18% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 2,830 | $1.55M | 1.23% | +75+2.7% | Added |
| Darden Wealth Group Inc | 2,835 | $1.55M | 1.20% | +50+1.8% | Added |
| Johnson Financial Group, Inc. | 2,836 | $1.55M | 0.08% | +144+5.3% | Added |
| Zuckerman Investment Group, LLC | 2,836 | $1.55M | 0.17% | −47−1.6% | Reduced |
| Western Financial Corp | 2,839 | $1.56M | 0.90% | +1,108+64.0% | Added |
| 4J Wealth Management LLC | 2,843 | $1.56M | 1.23% | +44+1.6% | Added |
| MONECO Advisors, LLC | 2,843 | $1.56M | 0.16% | +306+12.1% | Added |
| Catalyst Capital Advisors LLC | 2,846 | $1.56M | 0.03% | +489+20.7% | Added |
| Meridian Wealth Advisors, LLC | 2,847 | $1.56M | 0.26% | −31−1.1% | Reduced |
| SC&H Financial Advisors, Inc. | 2,849 | $1.56M | 0.31% | 00.0% | Unchanged |
| Marcum Wealth, LLC | 2,852 | $1.56M | 0.14% | −29−1.0% | Reduced |
| Nebula Research & Development LLC | 2,853 | $1.56M | 0.14% | +875+44.2% | Added |
| Private Capital Management, LLC | 2,866 | $1.57M | 0.18% | −74−2.5% | Reduced |
| Orrstown Financial Services Inc | 2,870 | $1.57M | 0.37% | −250−8.0% | Reduced |
| GKV Capital Management Co., Inc. | 2,875 | $1.58M | 0.78% | −50−1.7% | Reduced |
| Legacy Edge Advisors, LLC | 2,879 | $1.58M | 0.25% | +1,432+99.0% | Added |
| Forbes J M & Co LLP | 2,880 | $1.58M | 0.15% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 2,882 | $1.58M | 0.32% | −1,075−27.2% | Reduced |
| Clarendon Private LLC | 2,888 | $1.58M | 1.67% | +209+7.8% | Added |
| Aveo Capital Partners, LLC | 2,799 | $1.59M | 0.26% | +326+13.2% | Added |
| Hennessy Advisors Inc | 2,900 | $1.59M | 0.05% | −100−3.3% | Reduced |
| Regatta Capital Group, LLC | 2,900 | $1.59M | 0.31% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 2,999 | $1.59M | 0.73% | −61−2.0% | Reduced |
| Professional Financial Advisors, LLC | 2,905 | $1.59M | 0.40% | −61−2.1% | Reduced |
| Journey Advisory Group, LLC | 2,916 | $1.60M | 0.13% | +885+43.6% | Added |
| Aft, Forsyth & Sober, LLC | 2,925 | $1.60M | 0.56% | 00.0% | Unchanged |
| Onyx Bridge Wealth Group LLC | 2,939 | $1.61M | 0.23% | −4−0.1% | Reduced |
| Bayview Asset Management, LLC | 2,940 | $1.61M | 1.81% | +2,940 | New |
| West Family Investments, Inc. | 2,949 | $1.62M | 0.61% | 00.0% | Unchanged |
| TFC Financial Management | 2,953 | $1.62M | 0.25% | −3−0.1% | Reduced |
| Heartland Bank & Trust Co | 2,955 | $1.62M | 0.83% | −2,070−41.2% | Reduced |
| Capital Markets Trading UK LLP | 2,955 | $1.62M | 1.85% | +2,955 | New |
| Impact Investors, Inc | 2,957 | $1.62M | 1.26% | −64−2.1% | Reduced |
| XTX Topco Ltd | 2,962 | $1.62M | 0.08% | +1,013+52.0% | Added |
| Acropolis Investment Management, LLC | 2,964 | $1.62M | 0.10% | −10.0% | Reduced |
| Zions Bancorporation, National Association | 2,966 | $1.63M | 0.10% | +2,966 | New |
| ESG Planning | 2,972 | $1.63M | 1.08% | +701+30.9% | Added |
| Redwood Investments, LLC | 2,975 | $1.63M | 0.61% | −34−1.1% | Reduced |
| First National Trust Co | 2,980 | $1.63M | 0.07% | −46−1.5% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,984 | $1.64M | 0.16% | 00.0% | Unchanged |
| Buckhead Capital Management LLC | 2,990 | $1.64M | 0.53% | −150−4.8% | Reduced |
| Cross Staff Investments Inc | 2,999 | $1.64M | 1.24% | +11+0.4% | Added |
| Harbert Fund Advisors, Inc. | 3,000 | $1.64M | 1.91% | +150+5.3% | Added |
| Pacific Point Advisors, LLC | 3,001 | $1.65M | 0.92% | +212+7.6% | Added |
| Ocean Capital Management, LLC | 3,019 | $1.65M | 0.39% | −11−0.4% | Reduced |
| Nations Financial Group Inc, | 3,027 | $1.66M | 0.13% | +2,619+641.9% | Added |
| HMS Capital Management, LLC | 3,422 | $1.66M | 0.92% | −226−6.2% | Reduced |
| United Community Bank | 3,033 | $1.66M | 0.62% | +90+3.1% | Added |
| Interchange Capital Partners, LLC | 3,034 | $1.66M | 0.47% | +80+2.7% | Added |
| Elevated Capital Advisors, LLC | 3,035 | $1.66M | 0.47% | −148−4.6% | Reduced |
| Proficio Capital Partners LLC | 3,050 | $1.67M | 0.13% | +96+3.2% | Added |
| Community Bank & Trust, Waco, Texas | 3,051 | $1.67M | 0.39% | +16+0.5% | Added |
| Trust Investment Advisors | 3,054 | $1.67M | 1.08% | +58+1.9% | Added |
| Ethos Financial Group, LLC | 3,174 | $1.68M | 0.16% | +518+19.5% | Added |
| Koa Wealth Management, LLC | 3,082 | $1.69M | 1.36% | −94−3.0% | Reduced |
| Aspen Grove Capital, LLC | 3,083 | $1.69M | 0.32% | +22+0.7% | Added |
| Legato Capital Management LLC | 3,088 | $1.69M | 0.23% | 00.0% | Unchanged |
| Davis R M Inc | 3,088 | $1.69M | 0.03% | +87+2.9% | Added |
| Ratan Capital Management LP | 3,100 | $1.70M | 0.55% | 00.0% | Unchanged |
| Ellevest, Inc. | 3,101 | $1.70M | 0.11% | −109−3.4% | Reduced |
| Aspiriant, LLC | 3,107 | $1.70M | 0.06% | +62+2.0% | Added |
| Cornercap Investment Counsel Inc | 3,115 | $1.71M | 0.90% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,120 | $1.71M | 0.26% | +70+2.3% | Added |
| SS&H Financial Advisors, Inc. | 3,129 | $1.72M | 0.64% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 3,135 | $1.72M | 0.85% | +11+0.4% | Added |
| Capital Investment Advisory Services, LLC | 3,145 | $1.72M | 0.15% | +10+0.3% | Added |
| Prelude Capital Management, LLC | 3,150 | $1.73M | 0.17% | −190−5.7% | Reduced |
| Drucker Wealth 3.0, LLC | 3,156 | $1.73M | 0.38% | −1,005−24.2% | Reduced |
| Guerra Advisors Inc | 3,156 | $1.73M | 0.97% | +361+12.9% | Added |
| Hutchens & Kramer Investment Management Group, LLC | 3,178 | $1.74M | 0.96% | −153−4.6% | Reduced |
| Everpar Advisors LLC | 3,178 | $1.74M | 0.92% | −66−2.0% | Reduced |
| Waldron Private Wealth LLC | 3,178 | $1.74M | 0.08% | −4,595−59.1% | Reduced |
| 3Chopt Investment Partners, LLC | 3,180 | $1.74M | 0.46% | +3,180 | New |
| Hamilton Capital, LLC | 3,194 | $1.75M | 0.11% | −168−5.0% | Reduced |
| Winch Advisory Services, LLC | 3,199 | $1.75M | 0.46% | −56−1.7% | Reduced |
| Platform Technology Partners | 3,203 | $1.76M | 0.51% | −31−1.0% | Reduced |
| Aviso Wealth Management | 3,215 | $1.76M | 0.94% | +271+9.2% | Added |