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 |
|---|---|---|---|---|---|
| Unique Wealth Strategies, LLC | 5,524 | $3.03M | 1.37% | −206−3.6% | Reduced |
| Piscataqua Savings Bank | 5,526 | $3.03M | 2.68% | −30−0.5% | Reduced |
| WealthBridge Capital Management, LLC | 5,526 | $3.03M | 0.86% | −6−0.1% | Reduced |
| VCI Wealth Management LLC | 5,530 | $3.03M | 1.27% | −173−3.0% | Reduced |
| Mirabaud & Cie SA | 5,558 | $3.05M | 1.04% | −1,150−17.1% | Reduced |
| Visionary Wealth Advisors | 5,565 | $3.05M | 0.18% | +19+0.3% | Added |
| Koshinski Asset Management, Inc. | 5,573 | $3.05M | 0.26% | +651+13.2% | Added |
| Atlantic Trust, LLC | 5,586 | $3.06M | 0.68% | +170+3.1% | Added |
| Enterprise Financial Services Corp | 5,603 | $3.07M | 1.82% | −26−0.5% | Reduced |
| Asset Dedication, LLC | 5,604 | $3.07M | 0.25% | −438−7.2% | Reduced |
| Elmwood Wealth Management, Inc. | 5,610 | $3.07M | 1.26% | −185−3.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 5,612 | $3.08M | 0.94% | +125+2.3% | Added |
| Kingswood Wealth Advisors, LLC | 5,624 | $3.08M | 0.28% | −199−3.4% | Reduced |
| Strategic Advisors LLC | 5,642 | $3.09M | 0.60% | −67−1.2% | Reduced |
| SageView Advisory Group, LLC | 5,647 | $3.10M | 0.13% | −74−1.3% | Reduced |
| Patten & Patten Inc | 5,659 | $3.10M | 0.21% | +22+0.4% | Added |
| Howard Capital Management Inc. | 5,699 | $3.12M | 0.08% | −875−13.3% | Reduced |
| Lynx Investment Advisory | 5,702 | $3.13M | 2.08% | +7+0.1% | Added |
| Dale Q Rice Investment Management Ltd | 5,722 | $3.14M | 1.62% | −586−9.3% | Reduced |
| SCS Capital Management LLC | 5,728 | $3.14M | 0.04% | +5,728 | New |
| Vista Investment Partners II, LLC | 5,730 | $3.14M | 1.74% | +378+7.1% | Added |
| Great Lakes Retirement, Inc. | 5,756 | $3.16M | 0.41% | +137+2.4% | Added |
| Savoie Capital LLC | 6,000 | $3.16M | 0.38% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 5,765 | $3.16M | 0.98% | +542+10.4% | Added |
| Parkside Financial Bank & Trust | 5,813 | $3.19M | 0.41% | +607+11.7% | Added |
| Aaron Wealth Advisors | 5,825 | $3.19M | 0.37% | +355+6.5% | Added |
| Ssa Swiss Advisors AG | 5,880 | $3.22M | 1.65% | +5,880 | New |
| AMG National Trust Bank | 5,893 | $3.23M | 0.09% | −44−0.7% | Reduced |
| Gables Capital Management Inc. | 5,894 | $3.23M | 1.60% | −35−0.6% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,900 | $3.23M | 1.02% | −600−9.2% | Reduced |
| Invesco, LLC | 5,905 | $3.24M | 1.33% | −1,237−17.3% | Reduced |
| Cornerstone Wealth Group, LLC | 5,907 | $3.24M | 0.27% | −126−2.1% | Reduced |
| Weatherly Asset Management L. P. | 5,914 | $3.24M | 0.29% | +150+2.6% | Added |
| Chatham Capital Group, Inc. | 5,917 | $3.24M | 0.54% | +77+1.3% | Added |
| Walled Lake Planning & Wealth Management, LLC | 5,920 | $3.24M | 1.15% | +5+0.1% | Added |
| Staley Capital Advisers Inc | 5,942 | $3.26M | 0.15% | +219+3.8% | Added |
| Voya Financial Advisors, Inc. | 6,025 | $3.26M | 0.36% | −188−3.0% | Reduced |
| Dudley Capital Management, LLC | 5,950 | $3.26M | 1.74% | −150−2.5% | Reduced |
| Wealth Group, Ltd. | 5,952 | $3.26M | 2.11% | +211+3.7% | Added |
| Csenge Advisory Group | 6,332 | $3.28M | 0.19% | −109−1.7% | Reduced |
| Tsai Capital Corp | 5,999 | $3.29M | 2.70% | −72−1.2% | Reduced |
| Simplicity Wealth,LLC | 6,004 | $3.29M | 0.26% | +3,512+140.9% | Added |
| ProVise Management Group, LLC | 6,011 | $3.29M | 0.28% | −20.0% | Reduced |
| Putney Financial Group LLC | 6,019 | $3.30M | 3.47% | −98−1.6% | Reduced |
| Leonteq Securities AG | 6,081 | $3.30M | 0.25% | −3,837−38.7% | Reduced |
| Cordatus Wealth Management LLC | 6,024 | $3.30M | 0.91% | +300+5.2% | Added |
| Applied Capital LLC | 6,028 | $3.30M | 2.66% | 00.0% | Unchanged |
| Prosperitas Financial LLC | 6,035 | $3.31M | 1.71% | +260+4.5% | Added |
| Optas, LLC | 6,072 | $3.33M | 0.58% | +95+1.6% | Added |
| Bell Bank | 6,083 | $3.33M | 0.18% | +403+7.1% | Added |
| Fidelis Capital Partners, LLC | 6,251 | $3.33M | 0.35% | +66+1.1% | Added |
| Aventura Private Wealth, LLC | 6,117 | $3.35M | 1.76% | +580+10.5% | Added |
| Boston Trust Walden Corp | 6,124 | $3.36M | 0.02% | −50−0.8% | Reduced |
| Alpha Omega Wealth Management LLC | 6,133 | $3.36M | 0.64% | −11−0.2% | Reduced |
| Oak Harvest Investment Services | 6,149 | $3.37M | 0.47% | +319+5.5% | Added |
| Avestar Capital, LLC | 6,152 | $3.37M | 0.32% | +540+9.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 6,155 | $3.37M | 0.64% | −93−1.5% | Reduced |
| Holderness Investments Co | 6,164 | $3.38M | 0.79% | +36+0.6% | Added |
| Saturna Capital CORP | 6,172 | $3.38M | 0.05% | −650−9.5% | Reduced |
| Sunbelt Securities, Inc. | 6,179 | $3.39M | 0.30% | −301−4.6% | Reduced |
| SeaBridge Investment Advisors LLC | 6,199 | $3.40M | 0.73% | +261+4.4% | Added |
| Centric Wealth Management | 6,207 | $3.40M | 0.89% | −425−6.4% | Reduced |
| Prosperity Consulting Group, LLC | 6,264 | $3.43M | 0.27% | −186−2.9% | Reduced |
| Angeles Wealth Management, LLC | 6,304 | $3.46M | 0.29% | +22+0.4% | Added |
| SummitTX Capital, L.P. | 6,309 | $3.46M | 0.15% | +6,309 | New |
| Fortune Financial Advisors, LLC | 6,314 | $3.46M | 2.98% | +65+1.0% | Added |
| Resonant Capital Advisors, LLC | 6,329 | $3.47M | 0.24% | +378+6.4% | Added |
| Woodard & Co Asset Management Group Inc | 6,333 | $3.47M | 0.73% | −1,143−15.3% | Reduced |
| Kendall Capital Management | 6,343 | $3.48M | 1.02% | +46+0.7% | Added |
| Maia Wealth LLC | 6,808 | $3.49M | 0.79% | −90−1.3% | Reduced |
| Americana Partners, LLC | 6,411 | $3.51M | 0.14% | +596+10.2% | Added |
| Peoples Financial Services Corp. | 6,417 | $3.52M | 1.69% | −532−7.7% | Reduced |
| Segment Wealth Management, LLC | 6,417 | $3.52M | 0.24% | +596+10.2% | Added |
| Semmax Financial Advisors Inc. | 6,192 | $3.52M | 0.95% | −388−5.9% | Reduced |
| Farmers & Merchants Investments Inc | 6,428 | $3.52M | 0.11% | +15+0.2% | Added |
| Centre Asset Management, LLC | 6,450 | $3.54M | 0.91% | +6,450 | New |
| Arjuna Capital | 6,457 | $3.54M | 0.98% | −718−10.0% | Reduced |
| Strategic Planning Group, LLC | 6,474 | $3.55M | 0.69% | +801+14.1% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,483 | $3.55M | 0.33% | −5−0.1% | Reduced |
| State of Wyoming | 6,488 | $3.56M | 0.47% | +592+10.0% | Added |
| Accurate Wealth Management, LLC | 6,999 | $3.57M | 0.68% | −108−1.5% | Reduced |
| Howland Capital Management LLC | 6,527 | $3.58M | 0.16% | +1,685+34.8% | Added |
| NBT Bank N A | 6,542 | $3.59M | 0.26% | −487−6.9% | Reduced |
| Country Club Bank | 6,655 | $3.60M | 0.24% | +4+0.1% | Added |
| Modus Advisors, LLC | 6,573 | $3.60M | 1.18% | −58−0.9% | Reduced |
| Lindbrook Capital, LLC | 6,585 | $3.61M | 0.33% | +862+15.1% | Added |
| Simmons Bank | 6,591 | $3.61M | 0.27% | −75−1.1% | Reduced |
| Duncan Williams Asset Management, LLC | 6,595 | $3.61M | 1.31% | +272+4.3% | Added |
| Redmond Asset Management, LLC | 6,606 | $3.62M | 0.93% | +72+1.1% | Added |
| HBK Sorce Advisory LLC | 6,609 | $3.62M | 0.11% | −57−0.9% | Reduced |
| Charles Schwab Trust Co | 6,611 | $3.62M | 0.30% | −1,370−17.2% | Reduced |
| Old Second National Bank of Aurora | 6,627 | $3.63M | 0.86% | −459−6.5% | Reduced |
| NVWM, LLC | 6,630 | $3.63M | 0.97% | +60+0.9% | Added |
| Agate Pass Investment Management, LLC | 6,637 | $3.64M | 1.56% | −220−3.2% | Reduced |
| Gordian Capital Singapore Pte Ltd | 6,729 | $3.64M | 2.27% | +213+3.3% | Added |
| Cary Street Partners Financial LLC | 6,651 | $3.65M | 0.12% | −859−11.4% | Reduced |
| Stevens Capital Management LP | 6,667 | $3.65M | 0.91% | +5,429+438.5% | Added |
| EverSource Wealth Advisors, LLC | 6,673 | $3.66M | 0.20% | −163−2.4% | Reduced |
| Ronald Blue Trust, Inc. | 6,736 | $3.69M | 0.05% | +992+17.3% | Added |
| Jacobi Capital Management LLC | 6,736 | $3.69M | 0.27% | +142+2.2% | Added |