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 13 sales; 3,634 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
- 3,492
- +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
- 1,345 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 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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 |
|---|---|---|---|---|---|
| MPWM Advisory Solutions, LLC | 68 | $37.3K | 0.03% | 00.0% | Unchanged |
| Front Row Advisors LLC | 71 | $38.9K | 0.01% | 00.0% | Unchanged |
| First Community Trust NA | 72 | $39.5K | 0.03% | 00.0% | Unchanged |
| WealthCollab, LLC | 72 | $39.5K | 0.02% | +12+20.0% | Added |
| Strategic Investment Solutions, Inc. | 73 | $40.0K | 0.01% | 00.0% | Unchanged |
| Lavaca Capital LLC | 73 | $40.0K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 74 | $40.7K | 0.01% | +11+17.5% | Added |
| SIMA Wealth Partners, LLC | 75 | $41.1K | 0.03% | 00.0% | Unchanged |
| Delta Asset Management LLC | 76 | $41.7K | 0.00% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 77 | $42.2K | 0.01% | 00.0% | Unchanged |
| Parkworth Wealth Management, Inc. | 79 | $43.3K | 0.03% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 80 | $43.9K | 0.02% | +80 | New |
| Accordant Advisory Group Inc | 81 | $44.4K | 0.04% | +5+6.6% | Added |
| Creative Capital Management Investments LLC | 82 | $44.9K | 0.02% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 82 | $45.0K | 0.04% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 82 | $45.0K | 0.01% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 83 | $45.4K | 0.00% | −7−7.8% | Reduced |
| Stephenson National Bank & Trust | 83 | $45.5K | 0.02% | +18+27.7% | Added |
| Highline Wealth Partners LLC | 84 | $46.1K | 0.02% | −4−4.5% | Reduced |
| Maryland Capital Advisors Inc. | 85 | $46.6K | 0.02% | 00.0% | Unchanged |
| Longview Financial Advisors LLC | 86 | $47.1K | 0.03% | 00.0% | Unchanged |
| Pingora Partners LLC | 87 | $47.7K | 0.04% | −25−22.3% | Reduced |
| Rogco, LP | 87 | $47.7K | 0.02% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 87 | $48.0K | 0.03% | +87 | New |
| Quest 10 Wealth Builders, Inc. | 90 | $49.3K | 0.05% | −4−4.3% | Reduced |
| Riggs Asset Managment Co. Inc. | 90 | $49.3K | 0.01% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 90 | $49.3K | 0.00% | +58+181.3% | Added |
| Tortoise Investment Management, LLC | 91 | $49.9K | 0.01% | −235−72.1% | Reduced |
| Lowe Wealth Advisors, LLC | 91 | $49.9K | 0.02% | −17−15.7% | Reduced |
| Aspect Partners, LLC | 91 | $49.9K | 0.03% | +8+9.6% | Added |
| Sittner & Nelson, LLC | 92 | $50.4K | 0.02% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 95 | $52.1K | 0.00% | +35+58.3% | Added |
| Financial Freedom, LLC | 98 | $53.6K | 0.03% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 98 | $53.7K | 0.01% | +98 | New |
| JCIC Asset Management Inc. | 100 | $54.8K | 0.02% | 00.0% | Unchanged |
| AllSquare Wealth Management LLC | 100 | $54.8K | 0.03% | 00.0% | Unchanged |
| Raelipskie Partnership | 100 | $54.8K | 0.03% | 00.0% | Unchanged |
| Transce3nd, LLC | 103 | $56.5K | 0.03% | −223−68.4% | Reduced |
| Kozak & Associates, Inc. | 112 | $57.5K | 0.01% | +41+57.7% | Added |
| Princeton Global Asset Management LLC | 105 | $57.6K | 0.01% | −125−54.3% | Reduced |
| Bear Mountain Capital, Inc. | 107 | $57.8K | 0.02% | +7+7.0% | Added |
| O'Brien Wealth Partners LLC | 109 | $59.7K | 0.01% | +9+9.0% | Added |
| eCIO, Inc. | 65,000 | $61.8K | 0.02% | +65,000 | New |
| Hallmark Capital Management Inc | 114 | $62.5K | 0.00% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 115 | $63.0K | 0.01% | −7−5.7% | Reduced |
| Gen-Wealth Partners Inc | 116 | $63.6K | 0.03% | −5−4.1% | Reduced |
| Valued Wealth Advisors LLC | 117 | $64.2K | 0.04% | +11+10.4% | Added |
| SOA Wealth Advisors, LLC. | 117 | $64.2K | 0.01% | 00.0% | Unchanged |
| Ossiam | 119 | $65.2K | 0.00% | −10,344−98.9% | Reduced |
| Capital A Wealth Management, LLC | 119 | $65.3K | 0.07% | +4+3.5% | Added |
| Truvestments Capital LLC | 123 | $67.4K | 0.01% | +58+89.2% | Added |
| Legacy Wealth Managment, LLC | 124 | $68.0K | 0.05% | +19+18.1% | Added |
| FWL Investment Management, LLC | 125 | $68.5K | 0.03% | −9−6.7% | Reduced |
| SWAN Capital LLC | 125 | $68.5K | 0.03% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 125 | $68.5K | 0.01% | +125 | New |
| Winthrop Capital Management, LLC | 128 | $70.0K | 0.02% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 133 | $72.9K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 133 | $72.9K | 0.01% | +9+7.3% | Added |
| Main Street Group, LTD | 136 | $74.2K | 0.03% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 138 | $75.6K | 0.02% | +2+1.5% | Added |
| Global Wealth Strategies & Associates | 140 | $76.7K | 0.02% | +3+2.2% | Added |
| Ridgewood Investments LLC | 142 | $77.7K | 0.04% | −60−29.7% | Reduced |
| Bernard Wealth Management Corp. | 145 | $79.5K | 0.04% | 00.0% | Unchanged |
| Estabrook Capital Management | 153 | $83.9K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 162 | $89.0K | 0.03% | 00.0% | Unchanged |
| Garde Capital, Inc. | 165 | $90.3K | 0.01% | +165 | New |
| Breakwater Investment Management | 170 | $93.2K | 0.04% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 174 | $95.4K | 0.02% | −14−7.4% | Reduced |
| Kiker Wealth Management, LLC | 175 | $95.9K | 0.07% | +175 | New |
| Vestor Capital, LLC | 177 | $97.0K | 0.01% | −5−2.7% | Reduced |
| Bank of Jackson Hole Trust | 169 | $97.4K | 0.06% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 181 | $99.2K | 0.02% | 00.0% | Unchanged |
| Promus Capital, LLC | 182 | $99.8K | 0.08% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 183 | $100.2K | 0.04% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 183 | $100.3K | 0.04% | −3−1.6% | Reduced |
| Old Point Trust & Financial Services N A | 185 | $101.4K | 0.04% | 00.0% | Unchanged |
| Davis Capital Management | 188 | $103.0K | 0.08% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 189 | $103.8K | 0.07% | +189 | New |
| TruNorth Capital Management, LLC | 190 | $104.1K | 0.03% | +190 | New |
| Investors Research Corp | 191 | $104.7K | 0.02% | 00.0% | Unchanged |
| PFS Partners, LLC | 191 | $104.9K | 0.06% | 00.0% | Unchanged |
| Tidemark, LLC | 196 | $107.5K | 0.04% | +52+36.1% | Added |
| Retirement Wealth Solutions LLC | 197 | $107.8K | 0.09% | −22−10.0% | Reduced |
| Fund 1 Investments, LLC | 200 | $109.6K | 0.02% | −425−68.0% | Reduced |
| Bangor Savings Bank | 200 | $109.6K | 0.01% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 203 | $111.3K | 0.10% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 203 | $111.3K | 0.03% | −21−9.4% | Reduced |
| Evolution Advisers, Inc. | 205 | $112.0K | 0.06% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 209 | $114.5K | 0.05% | 00.0% | Unchanged |
| Curio Wealth, LLC | 1 | $118.5K | 0.06% | −224−99.6% | Reduced |
| Brown, Lisle/Cummings, Inc. | 223 | $122.2K | 0.04% | +18+8.8% | Added |
| Ogorek Anthony Joseph | 230 | $126.0K | 0.04% | +99+75.6% | Added |
| J.Safra Asset Management Corp | 237 | $129.9K | 0.01% | +110+86.6% | Added |
| Bellevue Asset Management, LLC | 238 | $130.6K | 0.07% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 240 | $131.5K | 0.03% | −20−7.7% | Reduced |
| HighMark Wealth Management LLC | 240 | $131.7K | 0.08% | +20+9.1% | Added |
| Park Square Financial Group, LLC | 243 | $133.2K | 0.11% | −100−29.2% | Reduced |
| Perkins Coie Trust Co | 250 | $137.0K | 0.03% | +250 | New |
| Mizuho Securities Co. Ltd. | 250 | $137.0K | 1.63% | +250 | New |
| Bruce G. Allen Investments, LLC | 254 | $139.2K | 0.11% | +48+23.3% | Added |