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 |
|---|---|---|---|---|---|
| Sage Financial Management Group, Inc. | 403 | $221.0K | 0.08% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 404 | $221.2K | 0.18% | +16+4.1% | Added |
| Cura Wealth Advisors, LLC | 404 | $221.4K | 0.09% | +404 | New |
| ORG Partners LLC | 403 | $221.5K | 0.05% | −266−39.8% | Reduced |
| Maxele Advisors, LLC | 405 | $222.0K | 0.21% | 00.0% | Unchanged |
| Skyline Advisors, Inc. | 405 | $222.1K | 0.09% | −4−1.0% | Reduced |
| Armstrong Advisory Group, Inc | 422 | $222.2K | 0.02% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 407 | $223.1K | 0.05% | 00.0% | Unchanged |
| Robinson Smith Wealth Advisors LLC | 407 | $223.1K | 0.19% | +24+6.3% | Added |
| Accredited Wealth Management, LLC | 407 | $223.2K | 0.19% | −5−1.2% | Reduced |
| Invst, LLC | 408 | $223.6K | 0.03% | −246−37.6% | Reduced |
| Montz Harcus Wealth Management LLC | 408 | $223.8K | 0.12% | −33−7.5% | Reduced |
| Matrix Trust Co | 411 | $225.0K | 0.04% | +108+35.6% | Added |
| Finivi Inc. | 411 | $225.4K | 0.18% | 00.0% | Unchanged |
| Custos Family Office, LLC | 412 | $225.8K | 0.08% | +2+0.5% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 412 | $225.8K | 0.15% | 00.0% | Unchanged |
| Mirador Capital Partners LP | 413 | $226.1K | 0.04% | +1+0.2% | Added |
| Fiduciary Wealth Partners, LLC | 413 | $226.4K | 0.20% | +413 | New |
| Planned Solutions, Inc. | 414 | $226.9K | 0.09% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 426 | $227.4K | 0.21% | +41+10.6% | Added |
| Cabot Wealth Management Inc | 415 | $227.5K | 0.03% | −20−4.6% | Reduced |
| Financial Security Advisor, Inc. | 415 | $227.5K | 0.06% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 416 | $228.2K | 0.03% | +48+13.0% | Added |
| Strategic Financial Concepts, LLC | 416 | $228.2K | 0.04% | +416 | New |
| CCG Wealth Management, LLC | 417 | $228.6K | 0.14% | +18+4.5% | Added |
| Johnson Bixby & Associates, LLC | 418 | $229.1K | 0.03% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 418 | $229.1K | 0.09% | +3+0.7% | Added |
| Iron Horse Wealth Management, LLC | 418 | $229.3K | 0.07% | +14+3.5% | Added |
| Cladis Investment Advisory, LLC | 418 | $229.3K | 0.17% | −40−8.7% | Reduced |
| Novare Capital Management LLC | 419 | $229.4K | 0.02% | +34+8.8% | Added |
| Horizon Investment Services, LLC | 419 | $229.7K | 0.11% | +25+6.3% | Added |
| PCG Asset Management, LLC | 420 | $230.2K | 0.22% | −15−3.4% | Reduced |
| Alesco Advisors LLC | 420 | $230.2K | 0.01% | +27+6.9% | Added |
| Cooper/Haims Advisors, LLC | 421 | $230.8K | 0.13% | −14−3.2% | Reduced |
| Kondo Wealth Advisors, Inc. | 421 | $230.8K | 0.11% | +16+4.0% | Added |
| KWMG, LLC | 421 | $230.8K | 0.02% | 00.0% | Unchanged |
| Vaughan David Investments LLC | 421 | $231.0K | 0.01% | +5+1.2% | Added |
| Exchange Capital Management, Inc. | 422 | $231.3K | 0.04% | −48−10.2% | Reduced |
| Brave Warrior Advisors, LLC | 422 | $231.3K | 0.01% | 00.0% | Unchanged |
| Puff Wealth Management, LLC | 422 | $231.3K | 0.41% | +422 | New |
| Heathbridge Capital Management Ltd. | 425 | $233.0K | 0.09% | −50−10.5% | Reduced |
| Brio Consultants, LLC | 425 | $233.0K | 0.04% | +425 | New |
| RNC Capital Management LLC | 425 | $233.1K | 0.01% | −20−4.5% | Reduced |
| Nicholson Wealth Management Group, LLC | 426 | $233.5K | 0.15% | +426 | New |
| Rooted Wealth Advisors, Inc. | 477 | $233.7K | 0.10% | −2−0.4% | Reduced |
| Greenwich Wealth Management LLC | 426 | $234.0K | 0.02% | −32−7.0% | Reduced |
| ClearAlpha Technologies LP | 427 | $234.0K | 0.21% | −1,386−76.4% | Reduced |
| Rainier Family Wealth Inc | 427 | $234.0K | 0.28% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 428 | $234.6K | 0.13% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 428 | $234.6K | 0.11% | +19+4.6% | Added |
| IMPACTfolio, LLC | 430 | $235.5K | 0.12% | 00.0% | Unchanged |
| Helium Advisors LLC | 431 | $236.2K | 0.17% | −23−5.1% | Reduced |
| Fluent Financial, LLC | 434 | $237.9K | 0.10% | −16−3.6% | Reduced |
| Fca Corp | 435 | $238.3K | 0.08% | +1+0.2% | Added |
| Stillwater Wealth Management Group | 436 | $239.0K | 0.21% | 00.0% | Unchanged |
| Financial & Tax Architects, LLC | 436 | $239.0K | 0.06% | −115−20.9% | Reduced |
| Lifeworks Advisors, LLC | 437 | $239.5K | 0.04% | +437 | New |
| West Paces Advisors Inc. | 438 | $240.2K | 0.05% | +5+1.2% | Added |
| Bullseye Investment Management, LLC | 440 | $241.0K | 0.15% | +440 | New |
| Opus Capital Group, LLC | 440 | $241.0K | 0.03% | 00.0% | Unchanged |
| ZEGA Investments, LLC | 440 | $241.2K | 0.07% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 440 | $241.4K | 0.05% | 00.0% | Unchanged |
| Vista Cima Wealth Management LLC | 441 | $241.7K | 0.26% | −7−1.6% | Reduced |
| Truepoint, Inc. | 441 | $241.7K | 0.01% | 00.0% | Unchanged |
| Innova Wealth Partners | 442 | $242.3K | 0.15% | +62+16.3% | Added |
| Granite Group Advisors, LLC | 444 | $243.4K | 0.17% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 446 | $244.5K | 0.05% | +15+3.5% | Added |
| Good Steward Wealth Advisors,LLC | 446 | $244.5K | 0.22% | +446 | New |
| 49 Wealth Management, LLC | 447 | $244.8K | 0.03% | −56−11.1% | Reduced |
| Wealth Advisory Solutions, LLC | 447 | $245.0K | 0.06% | +447 | New |
| M3 Advisory Group, LLC | 449 | $245.9K | 0.19% | −32−6.7% | Reduced |
| Lynx Capital Group Ltd | 450 | $246.7K | 0.13% | 00.0% | Unchanged |
| Kera Capital Partners, Inc. | 450 | $246.7K | 0.07% | +42+10.3% | Added |
| Deroy & Devereaux Private Investment Counsel Inc | 451 | $247.0K | 0.01% | −51−10.2% | Reduced |
| Vision Financial Markets LLC | 451 | $247.2K | 0.27% | +1+0.2% | Added |
| Tobias Financial Advisors, Inc. | 451 | $247.2K | 0.05% | +17+3.9% | Added |
| LongView Wealth Management | 452 | $247.8K | 0.07% | −175−27.9% | Reduced |
| Pacific Center for Financial Services | 453 | $248.1K | 0.07% | +1+0.2% | Added |
| Bill Few Associates, Inc. | 454 | $248.8K | 0.09% | −20−4.2% | Reduced |
| Seldon Capital LP | 454 | $248.8K | 0.16% | 00.0% | Unchanged |
| Napatree Capital LLC | 454 | $248.8K | 0.14% | +454 | New |
| Transcendent Capital Group LLC | 455 | $249.4K | 0.14% | −316−41.0% | Reduced |
| KPP Advisory Services LLC | 455 | $249.4K | 0.05% | +455 | New |
| McGlone Suttner Wealth Management, Inc. | 455 | $249.5K | 0.04% | +33+7.8% | Added |
| Von Berge Wealth Management Group, LLC | 466 | $249.7K | 0.16% | +25+5.7% | Added |
| Raleigh Capital Management Inc. | 456 | $249.8K | 0.11% | −158−25.7% | Reduced |
| Cape Ann Savings Bank | 456 | $249.9K | 0.16% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 456 | $249.9K | 0.10% | +456 | New |
| Global Wealth Management Investment Advisory, Inc. | 457 | $250.5K | 0.05% | −50−9.9% | Reduced |
| Financial Enhancement Group LLC | 476 | $251.0K | 0.04% | +16+3.5% | Added |
| Pasadena Private Wealth, LLC | 458 | $251.0K | 0.05% | +458 | New |
| Wick Capital Partners, LLC | 459 | $251.6K | 0.08% | 00.0% | Unchanged |
| Blake Schutter Theil Wealth Advisors, LLC | 459 | $251.6K | 0.29% | 00.0% | Unchanged |
| Bank of New Hampshire | 460 | $252.1K | 0.07% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 460 | $252.1K | 0.04% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 460 | $252.1K | 0.05% | −175−27.6% | Reduced |
| William Mack & Associates, Inc. | 462 | $253.2K | 0.22% | −61−11.7% | Reduced |
| Capital Investment Services of America, Inc. | 462 | $253.2K | 0.03% | −13−2.7% | Reduced |
| Greenwood Capital Associates LLC | 463 | $253.8K | 0.03% | 00.0% | Unchanged |
| Carl P. Sherr & Co., LLC | 463 | $253.8K | 0.14% | 00.0% | Unchanged |