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 10 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 |
|---|---|---|---|---|---|
| Brookstone Capital Management | 8,292 | $4.55M | 0.07% | +246+3.1% | Added |
| Archford Capital Strategies, LLC | 8,311 | $4.56M | 0.67% | +1,142+15.9% | Added |
| Rockline Wealth Management, LLC | 8,335 | $4.57M | 1.27% | +507+6.5% | Added |
| Consolidated Planning Corp | 8,388 | $4.60M | 0.63% | +756+9.9% | Added |
| Orser Capital Management, LLC | 8,389 | $4.60M | 3.67% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 8,418 | $4.61M | 1.20% | −806−8.7% | Reduced |
| North Star Investment Management Corp. | 8,435 | $4.62M | 0.34% | −654−7.2% | Reduced |
| Kirtland Hills Capital Management, LLC | 8,956 | $4.63M | 2.82% | +222+2.5% | Added |
| Belpointe Asset Management LLC | 8,454 | $4.63M | 0.24% | −794−8.6% | Reduced |
| Aigen Investment Management, LP | 8,473 | $4.64M | 0.74% | +8,473 | New |
| Monetary Management Group Inc | 8,490 | $4.65M | 1.26% | +25+0.3% | Added |
| Weik Capital Management | 8,506 | $4.66M | 1.90% | −110−1.3% | Reduced |
| Mathes Company, Inc. | 8,554 | $4.69M | 1.91% | −340−3.8% | Reduced |
| Peddock Capital Advisors, LLC | 8,561 | $4.69M | 1.19% | −161−1.8% | Reduced |
| Moors & Cabot, Inc. | 8,581 | $4.70M | 0.24% | −131−1.5% | Reduced |
| GHP Investment Advisors, Inc. | 8,586 | $4.71M | 0.23% | −11−0.1% | Reduced |
| Goelzer Investment Management, Inc. | 8,605 | $4.72M | 0.27% | +74+0.9% | Added |
| Citizens Business Bank | 8,618 | $4.72M | 1.02% | +1,846+27.3% | Added |
| Courier Capital LLC | 8,619 | $4.72M | 0.31% | +1,275+17.4% | Added |
| Ceera Investments, LLC | 8,625 | $4.73M | 1.63% | −60−0.7% | Reduced |
| Strengthening Families & Communities, LLC | 8,714 | $4.73M | 2.89% | +369+4.4% | Added |
| Sagespring Wealth Partners, LLC | 8,628 | $4.73M | 0.12% | +1,193+16.0% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,662 | $4.75M | 0.31% | −182−2.1% | Reduced |
| Petredis Investment Advisors LLC | 8,717 | $4.78M | 0.50% | +120+1.4% | Added |
| Dana Investment Advisors, Inc. | 8,740 | $4.79M | 0.17% | +34+0.4% | Added |
| Mirova | 8,751 | $4.80M | 0.86% | −1,077−11.0% | Reduced |
| Okabena Investment Services Inc | 8,768 | $4.81M | 1.21% | +4,393+100.4% | Added |
| Advocate Group LLC | 8,790 | $4.82M | 0.88% | +10+0.1% | Added |
| Laurion Capital Management LP | 8,800 | $4.82M | 0.37% | +8,176+1,310.3% | Added |
| Clarius Group, LLC | 8,829 | $4.84M | 0.30% | +1,162+15.2% | Added |
| Bey-Douglas LLC | 8,850 | $4.85M | 4.43% | −79−0.9% | Reduced |
| Checchi Capital Advisers, LLC | 8,869 | $4.86M | 0.34% | +222+2.6% | Added |
| Tranquility Partners, LLC | 8,892 | $4.87M | 1.88% | −223−2.4% | Reduced |
| Sava Infond d.o.o. | 8,895 | $4.88M | 0.93% | −350−3.8% | Reduced |
| Inspirion Wealth Advisors, LLC | 8,935 | $4.90M | 0.68% | +15+0.2% | Added |
| CWA Asset Management Group, LLC | 8,956 | $4.91M | 0.24% | +434+5.1% | Added |
| Stonebridge Financial Group, LLC | 8,966 | $4.91M | 0.52% | +119+1.3% | Added |
| Ashton Thomas Private Wealth, LLC | 8,986 | $4.93M | 0.19% | −1,062−10.6% | Reduced |
| Farmers National Bank | 9,000 | $4.93M | 1.39% | −251−2.7% | Reduced |
| Moody National Bank Trust Division | 9,030 | $4.95M | 0.52% | −106−1.2% | Reduced |
| Managed Asset Portfolios, LLC | 9,032 | $4.95M | 0.69% | +9,032 | New |
| Whitford Management LLC | 9,046 | $4.96M | 6.35% | −28,929−76.2% | Reduced |
| Smartleaf Asset Management LLC | 9,198 | $4.97M | 0.48% | +86+0.9% | Added |
| BOK Financial Private Wealth, Inc. | 9,105 | $4.99M | 0.37% | −1,109−10.9% | Reduced |
| Silphium Asset Management Ltd | 9,120 | $5.00M | 4.03% | +9+0.1% | Added |
| Morningstar Investment Services LLC | 9,175 | $5.03M | 0.92% | −13,744−60.0% | Reduced |
| DSG Capital Advisors, LLC | 9,184 | $5.03M | 1.02% | −95−1.0% | Reduced |
| Flagship Harbor Advisors, LLC | 9,199 | $5.04M | 0.27% | +8+0.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 9,207 | $5.05M | 0.75% | +9,207 | New |
| Galvin, Gaustad & Stein, LLC | 9,235 | $5.06M | 0.45% | −298−3.1% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,264 | $5.08M | 0.19% | −1,384−13.0% | Reduced |
| Grandfield & Dodd, LLC | 9,267 | $5.08M | 0.31% | +28+0.3% | Added |
| Anchor Investment Management, LLC | 9,267 | $5.08M | 0.47% | +43+0.5% | Added |
| Violich Capital Management, Inc. | 9,271 | $5.08M | 0.69% | +228+2.5% | Added |
| UBS Oconnor LLC | 9,300 | $5.10M | 0.12% | +9,300 | New |
| BBR Partners, LLC | 9,305 | $5.10M | 0.36% | −235−2.5% | Reduced |
| Cornerstone Advisory, LLC | 9,145 | $5.11M | 0.60% | +55+0.6% | Added |
| Grafton Street Partners Fund, LP | 9,345 | $5.12M | 3.94% | −1,807−16.2% | Reduced |
| In-Depth Partners, LLC | 9,362 | $5.13M | 5.89% | +337+3.7% | Added |
| Bretton Capital Management, LLC | 9,380 | $5.14M | 4.87% | 00.0% | Unchanged |
| Summit X, LLC | 9,385 | $5.14M | 1.08% | −370−3.8% | Reduced |
| Smithbridge Asset Management Inc | 9,426 | $5.17M | 0.96% | +9,426 | New |
| Sigma Planning Corp | 9,431 | $5.17M | 0.16% | −144−1.5% | Reduced |
| Wambolt & Associates, LLC | 9,434 | $5.17M | 1.76% | −259−2.7% | Reduced |
| Richard Bernstein Advisors LLC | 9,447 | $5.18M | 0.13% | −423−4.3% | Reduced |
| Trust Asset Management LLC | 9,447 | $5.18M | 0.42% | −314−3.2% | Reduced |
| Leelyn Smith, LLC | 9,496 | $5.20M | 0.92% | −10−0.1% | Reduced |
| L.M. Kohn & Company | 9,526 | $5.22M | 1.36% | −363−3.7% | Reduced |
| AlTi Global, Inc. | 9,543 | $5.23M | 0.14% | −327−3.3% | Reduced |
| Synergy Financial Management, LLC | 9,541 | $5.23M | 0.66% | −9,831−50.7% | Reduced |
| Gryphon Financial Partners LLC | 9,546 | $5.23M | 0.75% | +383+4.2% | Added |
| Private Wealth Partners, LLC | 9,561 | $5.24M | 0.43% | +20.0% | Added |
| Institute for Wealth Management, LLC. | 9,590 | $5.26M | 0.68% | −58−0.6% | Reduced |
| Northeast Financial Consultants Inc | 9,597 | $5.26M | 0.23% | −365−3.7% | Reduced |
| Pragma Gestao de Patrimonio Ltd | 9,600 | $5.26M | 2.82% | +9,600 | New |
| RB Capital Management, LLC | 9,603 | $5.26M | 1.28% | +63+0.7% | Added |
| Processus Wealth & Capital Management, LLC | 9,633 | $5.28M | 4.50% | +19+0.2% | Added |
| Bremer Bank National Association | 9,642 | $5.28M | 0.94% | +586+6.5% | Added |
| Harbour Investments, Inc. | 9,651 | $5.29M | 0.15% | +192+2.0% | Added |
| Greenline Partners, LLC | 9,677 | $5.30M | 0.77% | +44+0.5% | Added |
| Geneos Wealth Management Inc. | 9,720 | $5.33M | 0.18% | +954+10.9% | Added |
| Martin Capital Advisors, LLP | 9,729 | $5.33M | 3.80% | −140−1.4% | Reduced |
| AXS Investments LLC | 9,807 | $5.38M | 1.49% | −1,473−13.1% | Reduced |
| Dorsey & Whitney Trust CO LLC | 9,845 | $5.40M | 0.31% | +351+3.7% | Added |
| J.W. Cole Advisors, Inc. | 9,852 | $5.40M | 0.17% | +3,260+49.5% | Added |
| American Trust | 9,864 | $5.41M | 1.33% | −2,421−19.7% | Reduced |
| Exchange Traded Concepts, LLC | 9,875 | $5.41M | 0.10% | −1,792−15.4% | Reduced |
| Jasper Ridge Partners, L.P. | 9,879 | $5.41M | 0.17% | 00.0% | Unchanged |
| Karani Asset Management LLC | 9,888 | $5.42M | 5.74% | −2,360−19.3% | Reduced |
| Summit Financial, LLC | 9,936 | $5.45M | 0.15% | −1,199−10.8% | Reduced |
| Cloverfields Capital Group, LP | 9,951 | $5.45M | 1.80% | −426−4.1% | Reduced |
| Mirabaud Asset Management Ltd | 10,097 | $5.46M | 2.85% | −1,899−15.8% | Reduced |
| Morse Asset Management, Inc | 9,965 | $5.46M | 1.38% | +88+0.9% | Added |
| Hikari Power Ltd | 10,000 | $5.48M | 0.43% | 00.0% | Unchanged |
| Winmill & Co. Inc | 10,000 | $5.48M | 1.67% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 10,000 | $5.48M | 3.73% | +12+0.1% | Added |
| Wedmont Private Capital | 10,777 | $5.49M | 0.28% | +409+3.9% | Added |
| Bank Ozk | 10,039 | $5.50M | 2.29% | +465+4.9% | Added |
| Soltis Investment Advisors LLC | 10,072 | $5.52M | 0.49% | −398−3.8% | Reduced |
| Stanley-Laman Group, Ltd. | 10,078 | $5.52M | 0.85% | −689−6.4% | Reduced |