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 |
|---|---|---|---|---|---|
| Chemistry Wealth Management LLC | 4,694 | $2.57M | 0.60% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 4,696 | $2.58M | 0.40% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 4,703 | $2.58M | 2.08% | +4,703 | New |
| Premier Path Wealth Partners, LLC | 4,708 | $2.58M | 0.40% | +122+2.7% | Added |
| Unique Wealth, LLC | 4,713 | $2.58M | 0.49% | +993+26.7% | Added |
| Able Wealth Management LLC | 4,716 | $2.59M | 1.53% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 4,731 | $2.59M | 0.22% | +537+12.8% | Added |
| Roof Eidam & Maycock | 4,741 | $2.60M | 0.69% | +290+6.5% | Added |
| PDS Planning, Inc | 4,741 | $2.60M | 0.22% | +342+7.8% | Added |
| Delta Global Management LP | 4,751 | $2.60M | 0.19% | +4,751 | New |
| Tounjian Advisory Partners, LLC | 4,758 | $2.61M | 0.49% | +4,758 | New |
| Quotient Wealth Partners, LLC | 4,759 | $2.61M | 0.08% | −252−5.0% | Reduced |
| Sepio Capital, LP | 4,759 | $2.61M | 0.21% | −115−2.4% | Reduced |
| Chicago Trust Co NA | 4,765 | $2.61M | 0.46% | −96−2.0% | Reduced |
| Rockingstone Advisors LLC | 4,767 | $2.61M | 1.18% | −160−3.2% | Reduced |
| Delta Financial Group, Inc. | 4,809 | $2.61M | 0.60% | +26+0.5% | Added |
| Optimum Investment Advisors | 4,789 | $2.62M | 1.24% | −66−1.4% | Reduced |
| Concord Asset Management, LLC | 4,954 | $2.63M | 0.58% | −556−10.1% | Reduced |
| First Horizon Advisors, Inc. | 4,791 | $2.63M | 0.07% | −465−8.8% | Reduced |
| Nia Impact Advisors, LLC | 4,805 | $2.63M | 0.98% | −870−15.3% | Reduced |
| Mechanics Bank Trust Department | 4,824 | $2.64M | 0.36% | −454−8.6% | Reduced |
| Sander Capital Advisors Inc | 4,828 | $2.65M | 1.39% | 00.0% | Unchanged |
| Trust Point Inc. | 4,829 | $2.65M | 0.24% | −1,834−27.5% | Reduced |
| AdvisorNet Financial, Inc | 4,831 | $2.65M | 0.20% | +164+3.5% | Added |
| Scharf Investments, LLC | 4,845 | $2.66M | 0.08% | −70−1.4% | Reduced |
| Fort Point Capital Partners LLC | 4,846 | $2.66M | 0.30% | −172−3.4% | Reduced |
| Parr McKnight Wealth Management Group, LLC | 4,849 | $2.66M | 0.38% | +8+0.2% | Added |
| Focus Financial Network, Inc. | 4,876 | $2.67M | 0.11% | +106+2.2% | Added |
| Nicholas Hoffman & Company, LLC. | 4,877 | $2.67M | 0.10% | −187−3.7% | Reduced |
| Patron Partners Advisors, LLC | 4,881 | $2.68M | 1.45% | +144+3.0% | Added |
| Manchester Capital Management LLC | 4,902 | $2.69M | 0.33% | +46+0.9% | Added |
| Mayflower Financial Advisors, LLC | 4,926 | $2.70M | 0.41% | +256+5.5% | Added |
| Principle Wealth Partners LLC | 4,944 | $2.71M | 0.19% | +10.0% | Added |
| Balboa Wealth Partners | 4,954 | $2.72M | 0.66% | −292−5.6% | Reduced |
| Camden Capital, LLC | 4,966 | $2.72M | 0.29% | −265−5.1% | Reduced |
| Wrapmanager Inc | 4,973 | $2.73M | 0.72% | −222−4.3% | Reduced |
| Montecito Bank & Trust | 4,973 | $2.73M | 0.48% | +209+4.4% | Added |
| S.A. Mason LLC | 4,980 | $2.73M | 1.44% | −202−3.9% | Reduced |
| Bourne Lent Asset Management Inc | 4,998 | $2.74M | 1.18% | 00.0% | Unchanged |
| Martin & Co Inc | 4,999 | $2.74M | 0.53% | −35−0.7% | Reduced |
| ISAM Funds (UK) Ltd | 5,001 | $2.74M | 1.36% | +5,001 | New |
| Kane Investment Management, Inc. | 5,002 | $2.74M | 1.32% | +344+7.4% | Added |
| CenterBook Partners LP | 5,003 | $2.74M | 0.17% | +5,003 | New |
| Quantum Private Wealth, LLC | 5,007 | $2.74M | 1.04% | −115−2.2% | Reduced |
| OV Management LLC | 5,021 | $2.75M | 1.29% | −36−0.7% | Reduced |
| Moss Adams Wealth Advisors LLC | 5,021 | $2.75M | 0.29% | +385+8.3% | Added |
| Apriem Advisors | 5,025 | $2.75M | 0.32% | −25−0.5% | Reduced |
| Clark Asset Management, LLC | 5,028 | $2.76M | 0.46% | +141+2.9% | Added |
| Next Century Growth Investors LLC | 5,033 | $2.76M | 0.25% | +4+0.1% | Added |
| Hardy Reed LLC | 5,038 | $2.76M | 0.24% | +23+0.5% | Added |
| Steel Peak Wealth Management LLC | 5,051 | $2.77M | 0.12% | −122−2.4% | Reduced |
| SFM, LLC | 5,063 | $2.77M | 2.04% | +171+3.5% | Added |
| Keel Point, LLC | 5,063 | $2.77M | 0.22% | +571+12.7% | Added |
| Machina Capital S.A.S. | 5,092 | $2.79M | 0.83% | +3,030+146.9% | Added |
| Novem Group | 5,130 | $2.81M | 0.40% | +1,159+29.2% | Added |
| MeadowBrook Investment Advisors LLC | 5,131 | $2.81M | 2.63% | −55−1.1% | Reduced |
| Sage Mountain Advisors LLC | 5,141 | $2.82M | 0.21% | +32+0.6% | Added |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.83M | 0.82% | 00.0% | Unchanged |
| Avalon Trust Co | 5,162 | $2.83M | 0.23% | −297−5.4% | Reduced |
| WT Wealth Management | 5,166 | $2.83M | 0.92% | −350−6.3% | Reduced |
| New Hampshire Trust | 5,166 | $2.83M | 0.65% | −597−10.4% | Reduced |
| Inlet Private Wealth, LLC | 5,169 | $2.83M | 0.74% | −225−4.2% | Reduced |
| Eley Financial Management, Inc | 5,177 | $2.84M | 1.14% | −40−0.8% | Reduced |
| Cannon Advisors, Inc. | 5,202 | $2.85M | 2.63% | −288−5.2% | Reduced |
| Tremblant Capital Group | 5,218 | $2.86M | 0.35% | +220+4.4% | Added |
| Bridgefront Capital, LLC | 5,219 | $2.86M | 0.83% | +1,791+52.2% | Added |
| Platinum Investment Management Ltd | 5,234 | $2.87M | 0.17% | −191−3.5% | Reduced |
| Walleye Capital LLC | 5,239 | $2.87M | 0.03% | +2,280+77.1% | Added |
| Ilex Capital Partners (UK) LLP | 5,240 | $2.87M | 0.12% | +5,240 | New |
| Pinkerton Retirement Specialists, LLC | 5,245 | $2.87M | 0.37% | −241−4.4% | Reduced |
| Scott & Selber, Inc. | 5,246 | $2.88M | 0.92% | +3+0.1% | Added |
| Concord Wealth Partners | 5,280 | $2.89M | 0.48% | −552−9.5% | Reduced |
| Mitchell Sinkler & Starr | 5,312 | $2.91M | 0.82% | +853+19.1% | Added |
| Gold Investment Management Ltd. | 5,322 | $2.92M | 1.23% | +133+2.6% | Added |
| Deane Retirement Strategies, Inc. | 5,326 | $2.92M | 1.39% | +103+2.0% | Added |
| Strong Tower Advisory Services | 6,029 | $2.93M | 0.72% | −347−5.4% | Reduced |
| Milestone Asset Management, LLC | 5,351 | $2.93M | 0.63% | +4,487+519.3% | Added |
| Eqis Capital Management, Inc. | 5,357 | $2.94M | 0.25% | −440−7.6% | Reduced |
| Value Partners Investments Inc. | 5,363 | $2.94M | 0.25% | −2,602−32.7% | Reduced |
| Sovereign Financial Group, Inc. | 5,372 | $2.94M | 0.68% | +18+0.3% | Added |
| Tolleson Wealth Management, Inc. | 5,388 | $2.95M | 0.57% | 00.0% | Unchanged |
| IFG Advisory, LLC | 5,395 | $2.96M | 0.16% | +114+2.2% | Added |
| Mutual Advisors, LLC | 5,548 | $2.96M | 0.08% | −482−8.0% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 5,402 | $2.96M | 0.08% | +470+9.5% | Added |
| Boomfish Wealth Group, LLC | 5,406 | $2.96M | 1.92% | −97−1.8% | Reduced |
| Eisler Capital Management Ltd. | 5,406 | $2.96M | 0.09% | +5,302+5,098.1% | Added |
| Hancock Whitney Corp | 5,416 | $2.97M | 0.10% | +208+4.0% | Added |
| Kensington Investment Counsel, LLC | 5,423 | $2.97M | 1.32% | −7−0.1% | Reduced |
| Cove Private Wealth, LLC | 5,424 | $2.97M | 1.56% | +2,415+80.3% | Added |
| Venturi Wealth Management, LLC | 5,434 | $2.98M | 0.16% | −151−2.7% | Reduced |
| Kerusso Capital Management LLC | 5,435 | $2.98M | 1.89% | +138+2.6% | Added |
| Goldstone Financial Group, LLC | 5,452 | $2.99M | 0.45% | +147+2.8% | Added |
| Plancorp, LLC | 5,467 | $3.00M | 0.12% | +2,782+103.6% | Added |
| Benchmark Investment Advisors LLC | 5,474 | $3.00M | 1.94% | +114+2.1% | Added |
| Sendero Wealth Management, LLC | 5,485 | $3.01M | 0.42% | +808+17.3% | Added |
| Matthew 25 Management Corp | 5,500 | $3.01M | 1.11% | −1,000−15.4% | Reduced |
| Headinvest, LLC | 5,500 | $3.01M | 0.59% | +278+5.3% | Added |
| Marion Wealth Management | 5,517 | $3.02M | 0.81% | −238−4.1% | Reduced |
| Everhart Financial Group, Inc. | 5,518 | $3.02M | 0.41% | +867+18.6% | Added |
| Trail Ridge Investment Advisors, LLC | 5,521 | $3.03M | 1.56% | −167−2.9% | Reduced |