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 |
|---|---|---|---|---|---|
| Bank of Hawaii | 6,743 | $3.70M | 0.21% | −290−4.1% | Reduced |
| NBW Capital LLC | 6,761 | $3.71M | 0.82% | −1,967−22.5% | Reduced |
| Independence Bank of Kentucky | 6,797 | $3.73M | 0.58% | +62+0.9% | Added |
| Nicolet Bankshares Inc | 6,808 | $3.73M | 0.75% | −564−7.7% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,821 | $3.74M | 1.68% | +76+1.1% | Added |
| Wealthcare Advisory Partners LLC | 6,819 | $3.74M | 0.10% | +212+3.2% | Added |
| Accent Capital Management, LLC | 6,829 | $3.74M | 2.18% | +108+1.6% | Added |
| Roble, Belko & Company, Inc | 6,849 | $3.75M | 0.60% | −480−6.5% | Reduced |
| Entropy Technologies, LP | 6,881 | $3.77M | 0.37% | +6,881 | New |
| CRA Financial Services, LLC | 6,920 | $3.79M | 0.65% | −337−4.6% | Reduced |
| Lynch Asset Management, Inc. | 6,925 | $3.80M | 1.70% | 00.0% | Unchanged |
| Cox Capital Mgt LLC | 6,929 | $3.80M | 2.77% | −175−2.5% | Reduced |
| Enterprise Bank & Trust Co | 6,929 | $3.80M | 1.47% | +42+0.6% | Added |
| MV Capital Management, Inc. | 6,950 | $3.81M | 0.41% | +216+3.2% | Added |
| Brighton Jones LLC | 6,955 | $3.81M | 0.12% | +131+1.9% | Added |
| Sawyer & Company, Inc | 6,967 | $3.82M | 1.54% | 00.0% | Unchanged |
| Viking Fund Management LLC | 7,000 | $3.84M | 0.55% | 00.0% | Unchanged |
| GWN Securities Inc. | 6,814 | $3.86M | 0.22% | +4,081+149.3% | Added |
| Spinnaker Trust | 7,063 | $3.87M | 0.25% | +210+3.1% | Added |
| Global Trust Asset Management, LLC | 7,069 | $3.87M | 2.36% | −675−8.7% | Reduced |
| Harold Davidson & Associates Inc. | 7,081 | $3.88M | 2.12% | −49−0.7% | Reduced |
| Orleans Capital Management Corp | 7,104 | $3.89M | 2.29% | +57+0.8% | Added |
| Katamaran Capital LLP | 7,122 | $3.90M | 5.08% | +4,338+155.8% | Added |
| LVW Advisors, LLC | 7,124 | $3.91M | 0.47% | +199+2.9% | Added |
| Vestmark Advisory Solutions, Inc. | 7,130 | $3.91M | 0.10% | +2,630+58.4% | Added |
| Savvy Advisors, Inc. | 7,136 | $3.91M | 0.39% | +1,214+20.5% | Added |
| Circle Wealth Management, LLC | 7,147 | $3.92M | 0.09% | −21−0.3% | Reduced |
| Prospect Hill Management, LLC | 7,150 | $3.92M | 2.04% | 00.0% | Unchanged |
| Independent Financial Group, LLC | 7,156 | $3.92M | 0.13% | +480+7.2% | Added |
| United Bank | 7,163 | $3.93M | 1.62% | +451+6.7% | Added |
| Transcend Wealth Collective, LLC | 7,190 | $3.94M | 0.28% | +1,122+18.5% | Added |
| Papamarkou Wellner Asset Management inc. | 7,210 | $3.95M | 2.75% | −179−2.4% | Reduced |
| Klingman & Associates, LLC | 7,214 | $3.95M | 0.24% | −22−0.3% | Reduced |
| WealthPLAN Partners, LLC | 7,216 | $3.96M | 0.56% | −245−3.3% | Reduced |
| Forge First Asset Management Inc. | 7,300 | $4.00M | 1.74% | 00.0% | Unchanged |
| Cohen Capital Management, Inc. | 7,366 | $4.04M | 0.69% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 7,396 | $4.05M | 1.53% | −23−0.3% | Reduced |
| Portfolio Design Labs, LLC | 7,416 | $4.06M | 0.84% | −2,934−28.3% | Reduced |
| SRS Capital Advisors, Inc. | 7,420 | $4.07M | 0.26% | −1,155−13.5% | Reduced |
| Univest Financial Corp | 7,436 | $4.08M | 0.27% | +3,452+86.6% | Added |
| Smithfield Trust Co | 7,443 | $4.08M | 0.20% | −550−6.9% | Reduced |
| Blue Edge Capital, LLC | 7,452 | $4.08M | 0.66% | +14+0.2% | Added |
| San Luis Wealth Advisors LLC | 7,466 | $4.09M | 0.93% | −3,220−30.1% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 7,476 | $4.10M | 1.84% | −230−3.0% | Reduced |
| Wolf Group Capital Advisors | 7,490 | $4.11M | 1.38% | −2,465−24.8% | Reduced |
| Capital Asset Advisory Services LLC | 7,530 | $4.12M | 0.21% | −1,274−14.5% | Reduced |
| Peterson Wealth Management | 7,525 | $4.12M | 2.78% | −3,404−31.1% | Reduced |
| Farringdon Capital, Ltd. | 7,536 | $4.13M | 2.08% | +2,107+38.8% | Added |
| Mattern Capital Management, LLC | 7,543 | $4.13M | 0.53% | +6,272+493.5% | Added |
| Cullen Investment Group, Ltd. | 7,566 | $4.15M | 0.63% | −1,066−12.3% | Reduced |
| Personal Cfo Solutions, LLC | 7,593 | $4.16M | 0.84% | +42+0.6% | Added |
| Banco de Sabadell, S.A | 7,592 | $4.16M | 3.17% | +462+6.5% | Added |
| Pensionfund Sabic | 7,600 | $4.17M | 1.24% | −1,400−15.6% | Reduced |
| Catalytic Wealth RIA, LLC | 7,624 | $4.18M | 0.77% | −190−2.4% | Reduced |
| Tyche Wealth Partners LLC | 7,644 | $4.19M | 0.91% | −1,358−15.1% | Reduced |
| Fiduciary Alliance LLC | 7,646 | $4.19M | 0.41% | +81+1.1% | Added |
| West Branch Capital LLC | 7,669 | $4.20M | 1.40% | +756+10.9% | Added |
| Intrust Bank NA | 7,683 | $4.21M | 0.42% | +100+1.3% | Added |
| NBC Securities, Inc. | 7,724 | $4.23M | 0.36% | +7,717+110,242.9% | Added |
| Yukon Wealth Management, Inc. | 7,730 | $4.24M | 1.76% | +7,730 | New |
| Bahl & Gaynor Inc | 7,749 | $4.25M | 0.02% | −319−4.0% | Reduced |
| Peak Asset Management, LLC | 7,805 | $4.28M | 0.81% | −28−0.4% | Reduced |
| Garrett Investment Advisors LLC | 7,833 | $4.29M | 0.42% | −718−8.4% | Reduced |
| IPG Investment Advisors LLC | 7,838 | $4.30M | 0.97% | +2,594+49.5% | Added |
| Evergreen Capital Management LLC | 7,861 | $4.31M | 0.14% | +288+3.8% | Added |
| Gibbs Wealth Management | 7,863 | $4.31M | 1.04% | +1,156+17.2% | Added |
| Williams Jones Wealth Management, LLC. | 7,870 | $4.31M | 0.06% | +158+2.0% | Added |
| Barbara Oil Co. | 7,880 | $4.32M | 1.75% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 7,899 | $4.33M | 0.25% | +1,426+22.0% | Added |
| Greenfield Savings Bank | 7,930 | $4.35M | 2.13% | −109−1.4% | Reduced |
| Bearing Point Capital, LLC | 7,933 | $4.35M | 0.92% | +126+1.6% | Added |
| Inkwell Capital LLC | 7,975 | $4.37M | 4.78% | −47−0.6% | Reduced |
| Stance Capital LLC | 7,992 | $4.38M | 3.24% | −295−3.6% | Reduced |
| Pictet Bank & Trust Ltd | 8,000 | $4.38M | 5.36% | 00.0% | Unchanged |
| RedJay Asset Management Inc. | 8,000 | $4.38M | 2.37% | +8,000 | New |
| Maven Securities LTD | 8,003 | $4.39M | 0.96% | +5,828+268.0% | Added |
| First Bank & Trust | 8,004 | $4.39M | 0.85% | +73+0.9% | Added |
| Nationale-Nederlanden Powszechne Towarzystwo Emerytalne S.A. | 8,023 | $4.40M | 0.91% | +8,023 | New |
| JPL Wealth Management, LLC | 8,036 | $4.40M | 1.26% | −19−0.2% | Reduced |
| Rehmann Capital Advisory Group | 8,037 | $4.41M | 0.28% | +82+1.0% | Added |
| Skopos Labs, Inc. | 8,052 | $4.41M | 0.95% | +1,453+22.0% | Added |
| Daymark Wealth Partners, LLC | 8,056 | $4.42M | 0.19% | +286+3.7% | Added |
| PFG Investments, LLC | 8,072 | $4.42M | 0.28% | −444−5.2% | Reduced |
| Schechter Investment Advisors, LLC | 8,085 | $4.43M | 0.36% | −1,968−19.6% | Reduced |
| Texas Bank & Trust Co | 8,113 | $4.45M | 1.88% | +14+0.2% | Added |
| Procyon Private Wealth Partners, LLC | 8,124 | $4.45M | 0.27% | +836+11.5% | Added |
| Quintet Private Bank (Europe) S.A. | 8,160 | $4.47M | 0.26% | −337−4.0% | Reduced |
| Ameritas Investment Partners, Inc. | 8,180 | $4.48M | 0.15% | −241−2.9% | Reduced |
| Diversify Advisory Services, LLC | 8,329 | $4.49M | 0.28% | +2,256+37.1% | Added |
| Naviter Wealth, LLC | 8,316 | $4.50M | 0.54% | +122+1.5% | Added |
| Harvey Capital Management Inc | 8,205 | $4.50M | 1.18% | 00.0% | Unchanged |
| WD Rutherford LLC | 8,704 | $4.50M | 2.40% | −146−1.6% | Reduced |
| Cigna Investments Inc | 8,219 | $4.50M | 0.84% | −174−2.1% | Reduced |
| SBI Securities Co., Ltd. | 8,227 | $4.51M | 0.15% | +380+4.8% | Added |
| Ameritas Advisory Services, LLC | 8,485 | $4.51M | 0.18% | −1,695−16.7% | Reduced |
| Citizens & Northern Corp | 8,231 | $4.51M | 1.27% | +59+0.7% | Added |
| Promethos Capital, LLC | 8,238 | $4.52M | 1.66% | −220−2.6% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,296 | $4.54M | 1.07% | +4,161+100.6% | Added |
| Kampmann Melissa S. | 8,278 | $4.54M | 3.59% | −22−0.3% | Reduced |
| Schmidt P J Investment Management Inc | 8,291 | $4.54M | 0.83% | −11−0.1% | Reduced |