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 |
|---|---|---|---|---|---|
| Fairview Capital Investment Management, LLC | 10,086 | $5.53M | 0.29% | −240−2.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 10,100 | $5.54M | 1.45% | +7,500+288.5% | Added |
| General Partner, Inc. | 10,103 | $5.54M | 3.61% | −1,250−11.0% | Reduced |
| ICW Investment Advisors LLC | 10,140 | $5.56M | 2.26% | −74−0.7% | Reduced |
| Dynasty Wealth Management, LLC | 10,177 | $5.58M | 0.09% | −184−1.8% | Reduced |
| Agf Management Ltd | 10,187 | $5.58M | 0.03% | −109−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 9,969 | $5.65M | 0.19% | −265−2.6% | Reduced |
| NorthRock Partners, LLC | 10,308 | $5.65M | 0.19% | +262+2.6% | Added |
| S&CO Inc | 10,357 | $5.68M | 0.38% | +156+1.5% | Added |
| Western Wealth Management, LLC | 10,359 | $5.68M | 0.38% | −1,611−13.5% | Reduced |
| Private Trust Co NA | 10,368 | $5.68M | 0.58% | +542+5.5% | Added |
| Reuter James Wealth Management, LLC | 10,386 | $5.69M | 0.99% | +10+0.1% | Added |
| Globeflex Capital L P | 10,401 | $5.70M | 0.53% | 00.0% | Unchanged |
| Syon Capital LLC | 10,424 | $5.71M | 0.47% | +1,617+18.4% | Added |
| K.J. Harrison & Partners Inc | 10,426 | $5.71M | 1.12% | +68+0.7% | Added |
| NovaPoint Capital, LLC | 10,434 | $5.72M | 1.76% | +81+0.8% | Added |
| Grove Bank & Trust | 10,464 | $5.74M | 0.77% | +1,074+11.4% | Added |
| Princeton Capital Management LLC | 10,475 | $5.74M | 2.02% | +39+0.4% | Added |
| Capital Group Investment Management Pte. Ltd. | 10,475 | $5.74M | 1.17% | −1,372−11.6% | Reduced |
| Legacy Advisors, LLC | 10,494 | $5.75M | 0.61% | −298−2.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 10,510 | $5.76M | 3.11% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 10,522 | $5.77M | 0.81% | +80+0.8% | Added |
| IHT Wealth Management, LLC | 10,546 | $5.78M | 0.18% | +91+0.9% | Added |
| ROI Financial Advisors, LLC | 10,565 | $5.79M | 4.21% | −135−1.3% | Reduced |
| Connable Office Inc | 10,567 | $5.79M | 0.62% | −2,224−17.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,569 | $5.79M | 0.10% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 10,575 | $5.80M | 0.14% | −155−1.4% | Reduced |
| Reliant Investment Management, LLC | 10,578 | $5.80M | 3.01% | +84+0.8% | Added |
| Moneta Group Investment Advisors LLC | 10,611 | $5.82M | 0.08% | +750+7.6% | Added |
| Qtron Investments LLC | 10,627 | $5.82M | 0.87% | −53−0.5% | Reduced |
| Diversify Wealth Management, LLC | 10,842 | $5.85M | 0.43% | +389+3.7% | Added |
| Prospera Financial Services Inc | 10,704 | $5.87M | 0.13% | +350+3.4% | Added |
| Kennedy Investment Group | 10,721 | $5.88M | 2.73% | +18+0.2% | Added |
| Azzad Asset Management Inc | 10,737 | $5.89M | 0.69% | +262+2.5% | Added |
| Jaffetilchin Investment Partners, LLC | 10,765 | $5.90M | 0.43% | +8+0.1% | Added |
| Gladstone Institutional Advisory LLC | 10,778 | $5.91M | 0.28% | +974+9.9% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 10,800 | $5.92M | 2.79% | +1,565+16.9% | Added |
| Central Pacific Bank - Trust Division | 10,815 | $5.93M | 0.82% | +13+0.1% | Added |
| WSFS Capital Management, LLC | 10,838 | $5.94M | 0.36% | −2,906−21.1% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,848 | $5.95M | 0.81% | 00.0% | Unchanged |
| One Capital Management, LLC | 10,857 | $5.95M | 0.20% | +246+2.3% | Added |
| Berbice Capital Management LLC | 10,862 | $5.95M | 5.13% | +30+0.3% | Added |
| Fairbanks Capital Management, Inc. | 10,868 | $5.96M | 3.83% | −956−8.1% | Reduced |
| Old National Bancorp | 10,869 | $5.96M | 0.16% | +178+1.7% | Added |
| Financial Counselors Inc | 10,883 | $5.97M | 0.09% | −327−2.9% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,964 | $6.01M | 1.50% | 00.0% | Unchanged |
| BFSG, LLC | 10,967 | $6.01M | 0.73% | −173−1.6% | Reduced |
| Cyndeo Wealth Partners, LLC | 10,968 | $6.01M | 0.39% | +1,072+10.8% | Added |
| Alerus Financial NA | 10,969 | $6.01M | 0.48% | +10+0.1% | Added |
| StoneX Group Inc. | 10,988 | $6.02M | 0.33% | −123−1.1% | Reduced |
| Jupiter Wealth Management LLC | 10,312 | $6.05M | 3.66% | −549−5.1% | Reduced |
| Keebeck Wealth Management, LLC | 11,039 | $6.05M | 0.89% | −111−1.0% | Reduced |
| Dempze Nancy E | 11,091 | $6.08M | 3.65% | +30+0.3% | Added |
| Strategic Global Advisors, LLC | 11,127 | $6.10M | 1.21% | −379−3.3% | Reduced |
| Yacktman Asset Management LP | 11,130 | $6.10M | 0.08% | 00.0% | Unchanged |
| 1st Source Bank | 11,136 | $6.10M | 0.36% | −6−0.1% | Reduced |
| Boit C F David | 11,140 | $6.11M | 3.06% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 11,149 | $6.11M | 0.64% | −6−0.1% | Reduced |
| Ascent Wealth Partners, LLC | 11,272 | $6.18M | 0.83% | +670+6.3% | Added |
| Change Path, LLC | 11,338 | $6.21M | 0.19% | +9+0.1% | Added |
| River Wealth Advisors LLC | 11,408 | $6.25M | 0.87% | −193−1.7% | Reduced |
| Advanced Asset Management Advisors Inc | 11,450 | $6.28M | 1.73% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 11,454 | $6.28M | 0.65% | +839+7.9% | Added |
| Berkeley, Inc | 11,463 | $6.28M | 2.95% | −199−1.7% | Reduced |
| Fortis Capital Management LLC | 11,473 | $6.29M | 1.22% | +454+4.1% | Added |
| Silvercrest Asset Management Group LLC | 11,490 | $6.30M | 0.05% | +2,665+30.2% | Added |
| Alphinity Investment Management Pty Ltd | 11,494 | $6.30M | 0.04% | +574+5.3% | Added |
| KP Management LLC | 11,500 | $6.30M | 2.42% | −1,000−8.0% | Reduced |
| GeoWealth Management, LLC | 11,520 | $6.31M | 0.25% | −1,619−12.3% | Reduced |
| Massmutual Trust Co FSB | 11,522 | $6.32M | 0.18% | +346+3.1% | Added |
| AlpenGlobal Capital LLC | 11,600 | $6.36M | 4.59% | +155+1.4% | Added |
| Icon Advisers Inc | 11,615 | $6.37M | 1.49% | −350−2.9% | Reduced |
| Aptus Capital Advisors, LLC | 11,628 | $6.37M | 0.07% | +933+8.7% | Added |
| Profund Advisors LLC | 11,631 | $6.38M | 0.28% | −1,039−8.2% | Reduced |
| BancorpSouth Bank | 11,684 | $6.40M | 0.46% | +199+1.7% | Added |
| Grimes & Company, Inc. | 11,697 | $6.41M | 0.20% | −29−0.2% | Reduced |
| Vista Investment Partners LLC | 11,764 | $6.45M | 1.97% | +41+0.3% | Added |
| Mather Group, LLC. | 11,777 | $6.46M | 0.07% | −15−0.1% | Reduced |
| S.E.E.D. Planning Group LLC | 11,788 | $6.46M | 2.18% | −1,219−9.4% | Reduced |
| Gifford Fong Associates | 11,829 | $6.48M | 1.61% | 00.0% | Unchanged |
| Little House Capital LLC | 11,846 | $6.49M | 1.78% | −1,150−8.8% | Reduced |
| RFG Advisory, LLC | 11,873 | $6.51M | 0.18% | −929−7.3% | Reduced |
| Jackson Square Capital, LLC | 11,898 | $6.52M | 2.12% | +3,695+45.0% | Added |
| Arvest Bank Trust Division | 11,998 | $6.58M | 0.42% | +11,053+1,169.6% | Added |
| Linden Thomas Advisory Services, LLC | 12,017 | $6.59M | 0.85% | +745+6.6% | Added |
| Decatur Capital Management, Inc. | 12,028 | $6.59M | 3.42% | +24+0.2% | Added |
| Capstone Investment Advisors, LLC | 12,034 | $6.60M | 0.06% | +11,768+4,424.1% | Added |
| Spirepoint Private Client, LLC | 12,078 | $6.62M | 0.86% | +1,247+11.5% | Added |
| Buckingham Strategic Partners | 12,085 | $6.62M | 0.10% | +909+8.1% | Added |
| Harbor Capital Advisors, Inc. | 12,112 | $6.64M | 0.30% | −6,240−34.0% | Reduced |
| Carret Asset Management, LLC | 12,123 | $6.64M | 0.75% | −25−0.2% | Reduced |
| Rench Wealth Management, Inc. | 12,127 | $6.65M | 2.30% | +163+1.4% | Added |
| Resources Investment Advisors, LLC. | 12,138 | $6.65M | 0.08% | −1,555−11.4% | Reduced |
| Elefante Mark B | 12,164 | $6.67M | 5.28% | +2,461+25.4% | Added |
| Kesler, Norman & Wride, LLC | 12,166 | $6.67M | 1.27% | −353−2.8% | Reduced |
| Chickasaw Capital Management LLC | 12,167 | $6.67M | 0.26% | −116−0.9% | Reduced |
| Trust Co of Toledo NA | 12,185 | $6.68M | 0.88% | +610+5.3% | Added |
| Parsons Capital Management Inc | 12,321 | $6.75M | 0.37% | −1,126−8.4% | Reduced |
| Deltec Asset Management LLC | 12,398 | $6.80M | 1.46% | −28−0.2% | Reduced |
| Aviso Financial Inc. | 12,409 | $6.80M | 0.34% | −155−1.2% | Reduced |