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 |
|---|---|---|---|---|---|
| Astoria Portfolio Advisors LLC. | 4,076 | $2.16M | 0.74% | +2,442+149.4% | Added |
| Algert Global LLC | 3,962 | $2.17M | 0.05% | +464+13.3% | Added |
| Resources Management Corp | 3,973 | $2.18M | 0.31% | −150−3.6% | Reduced |
| Main Street Financial Solutions, LLC | 3,975 | $2.18M | 0.19% | +1,041+35.5% | Added |
| Pacific Global Investment Management CO | 3,983 | $2.18M | 3.09% | −126−3.1% | Reduced |
| Advisor OS, LLC | 3,994 | $2.19M | 0.25% | +895+28.9% | Added |
| Horizon Investments, LLC | 4,019 | $2.20M | 0.07% | +443+12.4% | Added |
| Barden Capital Management, Inc. | 4,015 | $2.20M | 1.96% | +10.0% | Added |
| Richwood Investment Advisors, LLC | 4,022 | $2.20M | 1.87% | −15−0.4% | Reduced |
| McDaniel Terry & Co | 4,040 | $2.21M | 0.19% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,042 | $2.22M | 0.94% | +1,300+47.4% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 4,045 | $2.22M | 2.54% | 00.0% | Unchanged |
| Altman Advisors, Inc. | 4,045 | $2.22M | 1.02% | +58+1.5% | Added |
| Marshall Financial Group LLC | 4,059 | $2.22M | 0.49% | +56+1.4% | Added |
| Kelman-Lazarov, Inc. | 4,066 | $2.23M | 0.40% | +7+0.2% | Added |
| AAFMAA Wealth Management & Trust LLC | 4,080 | $2.24M | 1.02% | −294−6.7% | Reduced |
| Larson Financial Group LLC | 4,086 | $2.24M | 0.11% | +1,846+82.4% | Added |
| Virtu Financial LLC | 4,100 | $2.25M | 0.12% | +4,100 | New |
| Sierra Capital LLC | 4,103 | $2.25M | 0.27% | −1,481−26.5% | Reduced |
| Sax Wealth Advisors, LLC | 4,127 | $2.26M | 0.16% | +2,263+121.4% | Added |
| Secured Retirement Advisors, LLC | 4,129 | $2.26M | 1.46% | +4,129 | New |
| Liberty Capital Management, Inc. | 4,139 | $2.27M | 0.51% | +121+3.0% | Added |
| Hilltop Partners LLC | 4,143 | $2.27M | 0.77% | −138−3.2% | Reduced |
| First United Bank Trust | 4,149 | $2.27M | 0.85% | −120−2.8% | Reduced |
| Financial Advocates Investment Management | 4,159 | $2.28M | 0.16% | −2,467−37.2% | Reduced |
| Woodmont Investment Counsel LLC | 4,163 | $2.28M | 0.16% | −137−3.2% | Reduced |
| YHB Investment Advisors, Inc. | 4,165 | $2.28M | 0.19% | −127−3.0% | Reduced |
| Beverly Hills Private Wealth, LLC | 4,189 | $2.30M | 0.45% | −40−0.9% | Reduced |
| Quest Partners LLC | 4,189 | $2.30M | 0.25% | +3,645+670.0% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 4,200 | $2.30M | 1.46% | −865−17.1% | Reduced |
| Alapocas Investment Partners, Inc. | 4,202 | $2.30M | 1.41% | −175−4.0% | Reduced |
| Mystic Asset Management, Inc. | 4,212 | $2.31M | 0.61% | +20.0% | Added |
| Ameliora Wealth Management Ltd. | 4,215 | $2.31M | 0.87% | 00.0% | Unchanged |
| Waverton Investment Management Ltd | 4,219 | $2.31M | 0.04% | −346−7.6% | Reduced |
| Arete Wealth Advisors, LLC | 4,218 | $2.31M | 0.18% | +157+3.9% | Added |
| Ignite Planners, LLC | 4,237 | $2.32M | 0.45% | −8−0.2% | Reduced |
| Intelligent Financial Strategies | 4,228 | $2.32M | 1.21% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 4,231 | $2.32M | 1.26% | 00.0% | Unchanged |
| Baldwin Investment Management, LLC | 4,238 | $2.32M | 0.28% | +2,507+144.8% | Added |
| Continuum Advisory, LLC | 4,240 | $2.32M | 0.30% | −184−4.2% | Reduced |
| Cito Capital Group, LLC | 4,250 | $2.33M | 0.89% | 00.0% | Unchanged |
| ICONIQ Capital, LLC | 4,280 | $2.35M | 0.04% | +813+23.4% | Added |
| Providence First Trust Co | 4,282 | $2.35M | 0.95% | −50−1.2% | Reduced |
| Guardian Wealth Management, Inc. | 4,282 | $2.35M | 1.57% | +157+3.8% | Added |
| My Legacy Advisors, LLC | 4,283 | $2.35M | 0.91% | +35+0.8% | Added |
| TFR Capital, LLC. | 4,286 | $2.35M | 0.98% | +681+18.9% | Added |
| Donoghue Forlines LLC | 4,288 | $2.35M | 0.74% | +4,288 | New |
| First American Bank | 4,296 | $2.35M | 0.17% | +2,186+103.6% | Added |
| Quent Capital, LLC | 4,299 | $2.36M | 0.25% | −97−2.2% | Reduced |
| Westhampton Capital, LLC | 4,305 | $2.36M | 1.29% | −52−1.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 4,314 | $2.36M | 0.60% | +31+0.7% | Added |
| Coronation Fund Managers Ltd. | 4,315 | $2.37M | 0.13% | −1,473−25.4% | Reduced |
| Quantbot Technologies LP | 4,319 | $2.37M | 0.08% | +4,319 | New |
| Copperwynd Financial, LLC | 4,320 | $2.37M | 0.65% | +88+2.1% | Added |
| Lagoda Investment Management, L.P. | 4,324 | $2.37M | 1.51% | +370+9.4% | Added |
| IFC Advisors LLC | 4,328 | $2.37M | 0.50% | −14−0.3% | Reduced |
| Landscape Capital Management, L.L.C. | 4,338 | $2.38M | 0.21% | −1,652−27.6% | Reduced |
| Leo Wealth, LLC | 4,341 | $2.38M | 0.34% | −3,944−47.6% | Reduced |
| Smith, Moore & Co. | 4,350 | $2.38M | 0.22% | +77+1.8% | Added |
| Strategic Blueprint, LLC | 4,367 | $2.39M | 0.13% | +1,045+31.5% | Added |
| Whittier Trust Co of Nevada Inc | 4,368 | $2.39M | 0.06% | −83−1.9% | Reduced |
| Borer Denton & Associates, Inc. | 4,379 | $2.40M | 0.85% | +499+12.9% | Added |
| Three Seasons Wealth, LLC | 4,383 | $2.40M | 1.19% | −85−1.9% | Reduced |
| Heritage Family Offices, LLP | 4,385 | $2.40M | 1.23% | +285+7.0% | Added |
| TriaGen Wealth Management LLC | 4,388 | $2.41M | 0.85% | −48−1.1% | Reduced |
| FCG Investment Co | 4,399 | $2.41M | 1.51% | −397−8.3% | Reduced |
| Bailard, Inc. | 4,426 | $2.43M | 0.06% | +352+8.6% | Added |
| Calamos Wealth Management LLC | 4,432 | $2.43M | 0.12% | +298+7.2% | Added |
| David Loasby | 4,874 | $2.43M | 0.24% | +575+13.4% | Added |
| Forum Financial Management, LP | 4,447 | $2.44M | 0.04% | +143+3.3% | Added |
| Compass Wealth Management LLC | 4,450 | $2.44M | 0.62% | 00.0% | Unchanged |
| Essex Savings Bank | 4,454 | $2.44M | 0.60% | +86+2.0% | Added |
| Sym Financial Corp | 4,461 | $2.44M | 0.30% | −606−12.0% | Reduced |
| Security National Bank | 4,471 | $2.45M | 0.46% | −95−2.1% | Reduced |
| RMR Wealth Builders | 4,475 | $2.45M | 0.26% | −51−1.1% | Reduced |
| SRN Advisors, LLC | 4,478 | $2.45M | 2.76% | −1,141−20.3% | Reduced |
| Ausdal Financial Partners, Inc. | 4,489 | $2.46M | 0.19% | +678+17.8% | Added |
| Cooper Financial Group | 4,525 | $2.48M | 0.33% | +792+21.2% | Added |
| Cornerstone Wealth Management, LLC | 4,533 | $2.48M | 0.17% | +99+2.2% | Added |
| Highland Capital Management, LLC | 4,536 | $2.49M | 0.15% | −3,591−44.2% | Reduced |
| Confluence Wealth Services, Inc. | 4,696 | $2.49M | 0.16% | +129+2.8% | Added |
| Journey Strategic Wealth LLC | 4,557 | $2.50M | 0.09% | +87+1.9% | Added |
| Perpetual Ltd | 4,561 | $2.50M | 0.03% | +629+16.0% | Added |
| Wealth Alliance | 4,564 | $2.50M | 0.30% | −88−1.9% | Reduced |
| Cullinan Associates Inc | 4,575 | $2.51M | 0.18% | −325−6.6% | Reduced |
| First Affirmative Financial Network | 4,576 | $2.51M | 1.54% | +231+5.3% | Added |
| Garrison Point Advisors, LLC | 4,579 | $2.51M | 1.22% | −135−2.9% | Reduced |
| Chilton Capital Management LLC | 4,583 | $2.51M | 0.11% | −21−0.5% | Reduced |
| DeDora Capital, Inc. | 4,588 | $2.52M | 0.72% | −18−0.4% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 4,591 | $2.52M | 0.26% | +4,591 | New |
| LM Advisors LLC | 4,600 | $2.52M | 0.45% | +1,547+50.7% | Added |
| Canopy Partners, LLC | 4,607 | $2.53M | 0.98% | +41+0.9% | Added |
| Stableford Capital II LLC | 4,897 | $2.53M | 1.07% | −517−9.5% | Reduced |
| Ledyard National Bank | 4,641 | $2.54M | 0.25% | −7−0.2% | Reduced |
| Twin Capital Management Inc | 4,644 | $2.55M | 0.30% | +2,138+85.3% | Added |
| Arthur M. Cohen & Associates, LLC | 4,659 | $2.55M | 0.49% | −211−4.3% | Reduced |
| Kingsman Wealth Management, Inc. | 4,673 | $2.56M | 1.87% | +4,673 | New |
| Stratos Wealth Advisors, LLC | 4,676 | $2.56M | 0.14% | −2,207−32.1% | Reduced |
| Tectonic Advisors LLC | 4,682 | $2.57M | 0.16% | +402+9.4% | Added |
| NRI Wealth Management LC | 4,692 | $2.57M | 1.90% | +354+8.2% | Added |