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; 3,634 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
- 3,492
- +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
- 1,345 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 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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 |
|---|---|---|---|---|---|
| E Fund Management (Hong Kong) Co., Ltd. | 261 | $143.0K | 0.13% | 00.0% | Unchanged |
| VSM Wealth Advisory, LLC | 269 | $147.4K | 0.05% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 270 | $148.0K | 0.03% | 00.0% | Unchanged |
| Hager Investment Management Services, LLC | 270 | $148.0K | 0.10% | 00.0% | Unchanged |
| Rowland & Co Investment Counsel | 270 | $148.0K | 0.03% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 273 | $149.7K | 0.07% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 275 | $150.7K | 0.00% | +275 | New |
| Twin Lakes Capital Management, LLC | 276 | $151.1K | 0.10% | +1+0.4% | Added |
| Nexus Investment Management ULC | 195 | $153.7K | 0.02% | +195 | New |
| Rosenberg Matthew Hamilton | 292 | $160.1K | 0.04% | +28+10.6% | Added |
| Cacti Asset Management LLC | 300 | $162.2K | 0.01% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 297 | $162.8K | 0.11% | −103−25.8% | Reduced |
| Opal Wealth Advisors, LLC | 299 | $163.9K | 0.05% | +299 | New |
| Center for Financial Planning, Inc. | 300 | $164.4K | 0.02% | 00.0% | Unchanged |
| Curat Global, LLC | 300 | $164.4K | 0.20% | +300 | New |
| Cornerstone Planning Group LLC | 311 | $164.8K | 0.04% | +171+122.1% | Added |
| Abound Wealth Management | 309 | $169.5K | 0.06% | −20−6.1% | Reduced |
| Cetera Trust Company, N.A | 313 | $171.6K | 0.11% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 411 | $174.8K | 0.10% | +35+9.3% | Added |
| Washington Trust Advisors, Inc. | 321 | $176.0K | 0.02% | −24−7.0% | Reduced |
| Saudi Central Bank | 323 | $177.0K | 0.94% | +323 | New |
| PFG Private Wealth Management, LLC | 324 | $177.6K | 0.10% | −18−5.3% | Reduced |
| NewSquare Capital LLC | 325 | $178.1K | 0.01% | +275+550.0% | Added |
| Orion Capital Management LLC | 329 | $180.3K | 0.08% | 00.0% | Unchanged |
| Sachetta, LLC | 336 | $184.3K | 0.08% | −2−0.6% | Reduced |
| Pineridge Advisors LLC | 337 | $184.6K | 0.07% | −103−23.4% | Reduced |
| Avion Wealth | 354 | $186.0K | 0.05% | 00.0% | Unchanged |
| Activest Wealth Management | 340 | $186.6K | 0.05% | +19+5.9% | Added |
| Pin Oak Investment Advisors Inc | 351 | $190.0K | 0.14% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 347 | $190.2K | 0.04% | +347 | New |
| McClarren Financial Advisors, Inc. | 548 | $191.0K | 0.13% | +198+56.6% | Added |
| Mint Tower Capital Management B.V. | 350 | $192.0K | 0.07% | +350 | New |
| Stelac Advisory Services LLC | 354 | $194.2K | 0.08% | +44+14.2% | Added |
| Lipe & Dalton | 361 | $198.0K | 0.11% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 365 | $200.1K | 0.04% | +1+0.3% | Added |
| American Financial Advisors, LLC | 366 | $200.8K | 0.03% | −29−7.3% | Reduced |
| Torray LLC | 367 | $201.2K | 0.03% | +367 | New |
| Cadent Capital Advisors, LLC | 367 | $201.4K | 0.08% | +367 | New |
| Wise Wealth Partners | 369 | $202.0K | 0.48% | +369 | New |
| Planning Directions Inc | 369 | $202.3K | 0.09% | +369 | New |
| Bank & Trust Co | 370 | $202.8K | 0.17% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 370 | $202.8K | 0.07% | +14+3.9% | Added |
| Cornerstone Select Advisors, LLC | 370 | $202.8K | 0.19% | +370 | New |
| BayBridge Capital Group, LLC | 370 | $203.0K | 0.15% | +370 | New |
| PBMares Wealth Management LLC | 371 | $203.3K | 0.04% | −398−51.8% | Reduced |
| Wolff Wiese Magana LLC | 371 | $203.5K | 0.14% | +10+2.8% | Added |
| Wall Street Access Asset Management, LLC | 373 | $204.4K | 0.08% | +373 | New |
| Legacy Financial Group, Inc. | 373 | $204.6K | 0.07% | +373 | New |
| Morling Financial Advisors, LLC | 374 | $205.0K | 0.07% | +374 | New |
| Warburton Capital Management, LLC | 374 | $205.0K | 0.15% | +374 | New |
| Alexander Labrunerie & Co., Inc. | 375 | $205.5K | 0.09% | +375 | New |
| Jessup Wealth Management, Inc | 375 | $205.7K | 0.09% | −25−6.3% | Reduced |
| S&T Bank | 376 | $206.1K | 0.07% | +7+1.9% | Added |
| New Jersey Better Educational Savings Trust | 377 | $206.6K | 0.40% | +377 | New |
| ORBA Wealth Advisors, L.L.C. | 378 | $207.2K | 0.10% | −25−6.2% | Reduced |
| MGO Private Wealth, LLC | 379 | $207.7K | 0.15% | +379 | New |
| Blue Bell Private Wealth Management, LLC | 380 | $208.3K | 0.04% | 00.0% | Unchanged |
| BlueSky Wealth Advisors, LLC | 380 | $208.3K | 0.03% | 00.0% | Unchanged |
| HFG Advisors, Inc. | 380 | $208.3K | 0.18% | 00.0% | Unchanged |
| Columbia Asset Management | 380 | $208.5K | 0.04% | −37−8.9% | Reduced |
| Burke & Herbert Bank & Trust Co | 381 | $208.8K | 0.05% | 00.0% | Unchanged |
| High Note Wealth, LLC | 381 | $208.9K | 0.05% | 00.0% | Unchanged |
| Schear Investment Advisers, LLC | 382 | $209.4K | 0.12% | 00.0% | Unchanged |
| Hall Capital Management Co Inc | 382 | $209.4K | 0.10% | +382 | New |
| Argyle Capital Management Inc. | 383 | $209.9K | 0.08% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 383 | $210.2K | 0.06% | 00.0% | Unchanged |
| Golden Road Advisors LLC | 384 | $210.5K | 0.16% | −5−1.3% | Reduced |
| Strategic Family Wealth Counselors, L.L.C. | 385 | $211.0K | 0.07% | −4−1.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 386 | $211.4K | 0.01% | +50+14.9% | Added |
| USAdvisors Wealth Management, LLC | 387 | $212.0K | 0.07% | −10−2.5% | Reduced |
| WPG Advisers, LLC | 387 | $212.1K | 0.20% | −206−34.7% | Reduced |
| Schneider Downs Wealth Management Advisors, LP | 387 | $212.1K | 0.04% | 00.0% | Unchanged |
| Abundance Wealth Counselors | 442 | $213.0K | 0.04% | −10−2.2% | Reduced |
| Tandem Capital Management Corp | 389 | $213.2K | 0.12% | 00.0% | Unchanged |
| Hopwood Financial Services, Inc. | 392 | $214.6K | 0.17% | 00.0% | Unchanged |
| Hutchinson Capital Management | 392 | $214.9K | 0.04% | −1−0.3% | Reduced |
| Momentous Wealth Management, Inc. | 393 | $215.4K | 0.15% | +3+0.8% | Added |
| Van Hulzen Asset Management, LLC | 393 | $215.5K | 0.02% | +26+7.1% | Added |
| TCP Asset Management, LLC | 394 | $216.0K | 0.05% | 00.0% | Unchanged |
| Schulz Wealth, LTD. | 395 | $216.5K | 0.17% | 00.0% | Unchanged |
| Financial Network Wealth Management LLC | 396 | $217.0K | 0.08% | 00.0% | Unchanged |
| Lutz Financial Services LLC | 397 | $217.6K | 0.02% | −7−1.7% | Reduced |
| Ellsworth Advisors, LLC | 398 | $218.1K | 0.06% | −26−6.1% | Reduced |
| Vance Wealth, Inc. | 398 | $218.2K | 0.08% | +398 | New |
| Mountain Capital Investment Advisors, Inc | 409 | $219.1K | 0.05% | +2+0.5% | Added |
| Fort Washington Investment Advisors Inc | 400 | $219.2K | 0.00% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 400 | $219.2K | 0.08% | 00.0% | Unchanged |
| Ti-Trust, Inc | 400 | $219.2K | 0.15% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 400 | $219.2K | 0.14% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 400 | $219.2K | 0.03% | 00.0% | Unchanged |
| Sassicaia Capital Advisers LLC | 400 | $219.2K | 0.79% | +400 | New |
| Viewpoint Investment Partners Corp | 400 | $219.2K | 0.12% | +400 | New |
| Consultiva Wealth Management, Corp. | 400 | $219.2K | 0.75% | +400 | New |
| O'Rourke & Company, Inc | 400 | $219.5K | 0.11% | −25−5.9% | Reduced |
| Keystone Financial Services | 401 | $219.8K | 0.08% | +3+0.8% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 402 | $220.1K | 0.02% | −7−1.7% | Reduced |
| Optivise Advisory Services LLC | 402 | $220.1K | 0.12% | +19+5.0% | Added |
| Financial Partners Group, Inc | 402 | $220.5K | 0.03% | 00.0% | Unchanged |
| Earnest Partners LLC | 403 | $220.9K | 0.00% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 403 | $220.9K | 0.03% | −190−32.0% | Reduced |