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 |
|---|---|---|---|---|---|
| Intelligence Driven Advisers, LLC | 3,221 | $1.77M | 0.34% | +200+6.6% | Added |
| Beaumont Financial Advisors, LLC | 3,233 | $1.77M | 0.14% | +249+8.3% | Added |
| Semus Wealth Partners LLC | 3,237 | $1.77M | 1.24% | +7+0.2% | Added |
| First National Bank Sioux Falls | 3,253 | $1.78M | 0.72% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 3,260 | $1.79M | 0.73% | +67+2.1% | Added |
| Corps Capital Advisors, LLC | 3,264 | $1.79M | 1.88% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 3,348 | $1.79M | 0.74% | +39+1.2% | Added |
| Boston Common Asset Management, LLC | 3,298 | $1.81M | 0.05% | 00.0% | Unchanged |
| Aua Capital Management, LLC | 3,301 | $1.81M | 1.18% | 00.0% | Unchanged |
| Independent Solutions Wealth Management, LLC | 3,308 | $1.81M | 0.41% | −245−6.9% | Reduced |
| Missouri Trust & Investment Co | 3,320 | $1.82M | 0.64% | −520−13.5% | Reduced |
| WBH Advisory Inc | 3,320 | $1.82M | 0.17% | −17−0.5% | Reduced |
| Newman Dignan & Sheerar, Inc. | 3,330 | $1.83M | 0.50% | −64−1.9% | Reduced |
| American National Bank | 3,345 | $1.83M | 0.20% | +441+15.2% | Added |
| Fortis Group Advisors, LLC | 3,353 | $1.84M | 0.36% | −190−5.4% | Reduced |
| Capital Counsel LLC | 3,356 | $1.84M | 0.08% | −685−17.0% | Reduced |
| Cary Street Partner Investment Advisory LLC | 3,363 | $1.84M | 1.06% | +684+25.5% | Added |
| Union Savings Bank | 3,365 | $1.84M | 0.90% | −51−1.5% | Reduced |
| Van Strum & Towne Inc. | 3,375 | $1.85M | 0.62% | +1,375+68.8% | Added |
| Cape Investment Advisory, Inc. | 3,383 | $1.85M | 0.74% | −161−4.5% | Reduced |
| CVFG LLC | 3,390 | $1.86M | 1.69% | −107−3.1% | Reduced |
| Clear Creek Financial Management, LLC | 3,398 | $1.86M | 0.19% | −18−0.5% | Reduced |
| Thrive Wealth Management, LLC | 3,431 | $1.88M | 0.36% | −326−8.7% | Reduced |
| Means Investment Co., Inc. | 3,456 | $1.89M | 0.20% | +1,622+88.4% | Added |
| USA Financial Portformulas Corp | 3,458 | $1.90M | 0.31% | +3,074+800.5% | Added |
| Amussen Hunsaker Associates LLC | 3,465 | $1.90M | 0.26% | −151−4.2% | Reduced |
| L2 Asset Management, LLC | 3,466 | $1.90M | 0.39% | +303+9.6% | Added |
| Harrington Investments, INC | 3,478 | $1.91M | 1.08% | +67+2.0% | Added |
| Cape Cod Five Cents Savings Bank | 3,866 | $1.91M | 0.18% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 3,498 | $1.92M | 0.66% | +434+14.2% | Added |
| Monetta Financial Services Inc | 3,500 | $1.92M | 1.70% | 00.0% | Unchanged |
| Synergy Financial Group, LTD | 3,500 | $1.92M | 1.72% | +27+0.8% | Added |
| Cahill Financial Advisors Inc | 3,501 | $1.92M | 0.26% | −10.0% | Reduced |
| Caxton Associates LLP | 3,503 | $1.92M | 0.07% | +3,503 | New |
| James Hambro & Partners | 3,511 | $1.92M | 0.08% | −492−12.3% | Reduced |
| Wallace Advisory Group, LLC | 3,675 | $1.94M | 1.34% | −23−0.6% | Reduced |
| Beacon Financial Group | 3,537 | $1.94M | 0.21% | −114−3.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,538 | $1.94M | 0.89% | −76−2.1% | Reduced |
| Mayar Capital Ltd. | 3,542 | $1.94M | 3.44% | −7,200−67.0% | Reduced |
| Evernest Financial Advisors, LLC | 3,562 | $1.95M | 0.70% | −7−0.2% | Reduced |
| DGS Capital Management, LLC | 3,564 | $1.95M | 0.51% | +671+23.2% | Added |
| Heritage Trust Co | 3,576 | $1.96M | 0.24% | +616+20.8% | Added |
| RDA Financial Network | 3,579 | $1.96M | 0.58% | +183+5.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,590 | $1.97M | 0.30% | +81+2.3% | Added |
| Omnia Family Wealth, LLC | 3,594 | $1.97M | 0.82% | +243+7.3% | Added |
| Middleton & Co Inc | 3,598 | $1.97M | 0.23% | −50−1.4% | Reduced |
| Dunhill Financial, LLC | 3,600 | $1.97M | 0.90% | +2,606+262.2% | Added |
| Prakash Investment Advisors LLC | 3,600 | $1.97M | 2.18% | −100−2.7% | Reduced |
| Revolve Wealth Partners, LLC | 3,603 | $1.97M | 0.29% | +160+4.6% | Added |
| BLB&B Advisors, LLC | 3,615 | $1.98M | 0.10% | −287−7.4% | Reduced |
| Transatlantique Private Wealth LLC | 3,624 | $1.99M | 0.79% | −14−0.4% | Reduced |
| Greykasell Wealth Strategies, Inc. | 3,626 | $1.99M | 1.06% | −35−1.0% | Reduced |
| Aprio Wealth Management, LLC | 3,627 | $1.99M | 0.25% | +675+22.9% | Added |
| Valmark Advisers, Inc. | 3,630 | $1.99M | 0.03% | −145−3.8% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 3,640 | $2.00M | 1.81% | +233+6.8% | Added |
| WealthShield Partners, LLC | 3,641 | $2.00M | 0.26% | +3,641 | New |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 3,638 | $2.00M | 0.34% | +747+25.8% | Added |
| Nikulski Financial, Inc. | 3,642 | $2.00M | 0.60% | −62−1.7% | Reduced |
| Gladius Capital Management LP | 3,651 | $2.00M | 1.97% | −812−18.2% | Reduced |
| Ransom Advisory, Ltd | 3,659 | $2.01M | 0.99% | −25−0.7% | Reduced |
| Catalyst Financial Partners LLC | 3,662 | $2.01M | 0.37% | +394+12.1% | Added |
| Bard Financial Services, Inc. | 3,665 | $2.01M | 0.25% | −635−14.8% | Reduced |
| BTG Pactual Asset Management US LLC | 3,672 | $2.01M | 0.26% | −3,373−47.9% | Reduced |
| Archer Investment Corp | 3,673 | $2.01M | 0.52% | +62+1.7% | Added |
| Formidable Asset Management, LLC | 3,692 | $2.02M | 0.34% | −37−1.0% | Reduced |
| HighVista Strategies LLC | 3,700 | $2.03M | 0.78% | +3,700 | New |
| Great Valley Advisor Group, Inc. | 3,701 | $2.03M | 0.04% | +171+4.8% | Added |
| VeraBank, N.A. | 3,724 | $2.04M | 0.57% | −20−0.5% | Reduced |
| Curated Wealth Partners LLC | 3,734 | $2.05M | 0.26% | +83+2.3% | Added |
| Copperleaf Capital, LLC | 3,739 | $2.05M | 1.23% | −90−2.4% | Reduced |
| J. W. Coons Advisors, LLC | 3,751 | $2.06M | 0.54% | 00.0% | Unchanged |
| HF Advisory Group, LLC | 3,758 | $2.06M | 0.90% | +36+1.0% | Added |
| Relyea Zuckerberg Hanson LLC | 3,770 | $2.07M | 0.28% | +85+2.3% | Added |
| Arrow Financial Corp | 3,772 | $2.07M | 0.23% | −55−1.4% | Reduced |
| RiverPark Advisors, LLC | 3,776 | $2.07M | 1.61% | −4,085−52.0% | Reduced |
| Shepherd Financial Partners LLC | 3,777 | $2.07M | 0.24% | +189+5.3% | Added |
| Legacy Financial Advisors, Inc. | 3,780 | $2.07M | 0.35% | −144−3.7% | Reduced |
| Strait & Sound Wealth Management LLC | 3,782 | $2.07M | 0.96% | +52+1.4% | Added |
| Patriot Financial Group Insurance Agency, LLC | 3,787 | $2.08M | 0.28% | +660+21.1% | Added |
| Milestone Resources Group Ltd | 3,790 | $2.08M | 0.11% | 00.0% | Unchanged |
| PFG Advisors | 3,798 | $2.08M | 0.12% | +604+18.9% | Added |
| Geo Capital Gestora de Recursos Ltd | 3,807 | $2.09M | 2.96% | −323−7.8% | Reduced |
| 44 Wealth Management LLC | 3,820 | $2.09M | 0.79% | +108+2.9% | Added |
| CVA Family Office, LLC | 3,821 | $2.09M | 0.32% | +82+2.2% | Added |
| M. Kulyk & Associates, LLC | 3,831 | $2.10M | 0.48% | −184−4.6% | Reduced |
| Cobblestone Capital Advisors LLC | 3,831 | $2.10M | 0.12% | −183−4.6% | Reduced |
| Pollock Investment Advisors, LLC | 3,837 | $2.10M | 1.70% | 00.0% | Unchanged |
| Claro Advisors LLC | 3,840 | $2.10M | 0.28% | −79−2.0% | Reduced |
| HCR Wealth Advisors | 3,844 | $2.11M | 0.27% | −45−1.2% | Reduced |
| Burney Co | 3,871 | $2.12M | 0.08% | −50−1.3% | Reduced |
| Prossimo Advisors, LLC | 3,873 | $2.12M | 1.60% | +7+0.2% | Added |
| Alpha Cubed Investments, LLC | 3,879 | $2.13M | 0.09% | −610−13.6% | Reduced |
| Virtue Capital Management, LLC | 3,886 | $2.13M | 0.25% | +2,362+155.0% | Added |
| GTS Securities LLC | 3,895 | $2.13M | 0.09% | −3,011−43.6% | Reduced |
| Castle Rock Wealth Management, LLC | 3,905 | $2.14M | 0.58% | −962−19.8% | Reduced |
| KCM Investment Advisors LLC | 3,901 | $2.14M | 0.08% | +55+1.4% | Added |
| Essex Financial Services, Inc. | 3,910 | $2.14M | 0.15% | −146−3.6% | Reduced |
| Fukoku Mutual Life Insurance Co | 3,917 | $2.15M | 0.16% | −60−1.5% | Reduced |
| Lincoln Capital Corp | 3,929 | $2.15M | 0.90% | +96+2.5% | Added |
| Clark Capital Management Group, Inc. | 3,931 | $2.15M | 0.02% | +379+10.7% | Added |