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 |
|---|---|---|---|---|---|
| Everest Management Corp. | 463 | $253.8K | 0.23% | +52+12.7% | Added |
| Samalin Investment Counsel, LLC | 463 | $254.0K | 0.10% | +463 | New |
| Castle Wealth Management LLC | 464 | $254.3K | 0.10% | +23+5.2% | Added |
| Sherbrooke Park Advisers LLC | 464 | $254.3K | 0.12% | +464 | New |
| Bedell Frazier Investment Counseling, LLC | 465 | $254.9K | 0.06% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 465 | $255.0K | 0.06% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 466 | $255.4K | 0.04% | −21−4.3% | Reduced |
| Syverson Strege & Co | 466 | $255.7K | 0.08% | +54+13.1% | Added |
| LifePlan Investment Advisors, Inc. | 467 | $256.0K | 0.15% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 467 | $256.0K | 0.07% | +1+0.2% | Added |
| Fulton Breakefield Broenniman LLC | 467 | $256.0K | 0.02% | −84−15.2% | Reduced |
| Beacon Financial Advisory LLC | 468 | $256.4K | 0.08% | +53+12.8% | Added |
| Wallington Asset Management, LLC | 469 | $257.1K | 0.04% | 00.0% | Unchanged |
| Falcon Wealth Planning | 470 | $257.6K | 0.03% | +53+12.7% | Added |
| Centennial Wealth Advisory LLC | 470 | $257.6K | 0.09% | +22+4.9% | Added |
| Tradewinds, LLC. | 471 | $258.2K | 0.07% | 00.0% | Unchanged |
| New Millennium Group LLC | 473 | $259.5K | 0.17% | −1,803−79.2% | Reduced |
| Accelerate Investment Advisors LLC | 474 | $259.9K | 0.22% | +4+0.9% | Added |
| BIP Alliance, LLC | 475 | $260.4K | 0.11% | 00.0% | Unchanged |
| Northwest Bancshares, Inc. | 476 | $260.9K | 0.05% | 00.0% | Unchanged |
| Running Point Capital Advisors, LLC | 476 | $260.9K | 0.08% | +476 | New |
| Financial Advisory Corp | 476 | $261.0K | 0.08% | +48+11.2% | Added |
| Prospect Financial Group LLC | 477 | $261.5K | 0.33% | +16+3.5% | Added |
| Freedom Day Solutions, LLC | 478 | $261.9K | 0.08% | −153−24.2% | Reduced |
| Albion Financial Group | 478 | $262.0K | 0.02% | −8−1.6% | Reduced |
| Flynn Zito Capital Management, LLC | 481 | $263.4K | 0.12% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 481 | $263.4K | 0.09% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 481 | $263.5K | 0.06% | +10+2.1% | Added |
| Bayforest Capital Ltd | 481 | $263.6K | 0.11% | +249+107.3% | Added |
| Coyle Financial Counsel LLC | 481 | $263.6K | 0.08% | +481 | New |
| Twin Peaks Wealth Advisors, LLC | 510 | $264.0K | 0.12% | +41+8.7% | Added |
| Roberts Glore & Co Inc | 483 | $264.7K | 0.08% | 00.0% | Unchanged |
| GoalVest Advisory LLC | 483 | $264.8K | 0.07% | +167+52.8% | Added |
| M.E. Allison & Co., Inc. | 483 | $264.8K | 0.26% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 484 | $265.1K | 0.12% | 00.0% | Unchanged |
| GGM Financials LLC | 484 | $265.2K | 0.18% | +1+0.2% | Added |
| Blue Zone Wealth Advisors, LLC | 484 | $265.3K | 0.07% | −23−4.5% | Reduced |
| Global Strategic Investment Solutions, LLC | 484 | $265.3K | 0.03% | −4−0.8% | Reduced |
| Postrock Partners LLC | 484 | $265.3K | 0.13% | 00.0% | Unchanged |
| US Financial Advisors, LLC | 484 | $265.4K | 0.08% | −4−0.8% | Reduced |
| WBI Investments | 485 | $265.7K | 0.07% | −1,234−71.8% | Reduced |
| Lountzis Asset Management, LLC | 500 | $267.6K | 0.10% | 00.0% | Unchanged |
| Northstar Asset Management LLC | 489 | $268.0K | 0.06% | 00.0% | Unchanged |
| Hidden Cove Wealth Management, LLC | 489 | $268.0K | 0.21% | +8+1.7% | Added |
| Operose Advisors LLC | 489 | $268.0K | 0.09% | +9+1.9% | Added |
| Swan Global Investments, LLC | 489 | $268.0K | 0.01% | +489 | New |
| Regimen Wealth, LLC | 489 | $268.0K | 0.09% | +1+0.2% | Added |
| Per Stirling Capital Management, LLC. | 489 | $268.2K | 0.04% | −1,000−67.2% | Reduced |
| Trustco Bank Corp N Y | 490 | $268.6K | 0.29% | +90+22.5% | Added |
| Pitti Group Wealth Management, LLC | 491 | $269.1K | 0.28% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 492 | $269.7K | 0.08% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 492 | $269.7K | 0.12% | +28+6.0% | Added |
| Lifelong Wealth Advisors, Inc. | 493 | $270.2K | 0.13% | +3+0.6% | Added |
| Hamilton Point Investment Advisors, LLC | 493 | $270.2K | 0.05% | +34+7.4% | Added |
| Citizens National Bank Trust Department | 494 | $270.8K | 0.06% | +39+8.6% | Added |
| Capital Investment Counsel, Inc | 494 | $270.8K | 0.04% | +100+25.4% | Added |
| Anb Bank | 495 | $271.3K | 0.12% | −47−8.7% | Reduced |
| ELCO Management Co., LLC | 495 | $271.3K | 0.15% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 495 | $271.3K | 0.05% | +15+3.1% | Added |
| REAP Financial Group, LLC | 495 | $271.3K | 0.07% | +38+8.3% | Added |
| Carolinas Wealth Consulting LLC | 495 | $271.4K | 0.06% | +10+2.1% | Added |
| Benchmark Financial Wealth Advisors, LLC | 496 | $271.9K | 0.10% | +496 | New |
| Builder Investment Group Inc | 496 | $271.9K | 0.08% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 496 | $271.9K | 0.03% | +5+1.0% | Added |
| Financial Symmetry Inc | 496 | $271.9K | 0.17% | +26+5.5% | Added |
| von Borstel & Associates, Inc. | 496 | $272.0K | 0.08% | −82−14.2% | Reduced |
| Beacon Capital Management, LLC | 497 | $272.3K | 0.04% | +83+20.0% | Added |
| LS Investment Advisors, LLC | 498 | $273.0K | 0.04% | 00.0% | Unchanged |
| Kathleen S. Wright Associates Inc. | 500 | $273.0K | 0.11% | −101−16.8% | Reduced |
| Doheny Asset Management | 500 | $274.0K | 0.21% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 500 | $274.1K | 0.26% | 00.0% | Unchanged |
| Channel Wealth LLC | 500 | $274.1K | 0.09% | +23+4.8% | Added |
| Par Capital Management Inc | 500 | $274.1K | 0.01% | +100+25.0% | Added |
| Corient IA LLC | 500 | $274.1K | 0.19% | +500 | New |
| Wedge Capital Management L L P | 501 | $274.6K | 0.01% | −784−61.0% | Reduced |
| Shakespeare Wealth Management, Inc. | 501 | $274.6K | 0.07% | +2+0.4% | Added |
| Topsail Wealth Management, LLC | 501 | $274.6K | 0.06% | +115+29.8% | Added |
| Addison Advisors LLC | 501 | $274.6K | 0.07% | +8+1.6% | Added |
| Roehl & Yi Investment Advisors, LLC | 501 | $274.6K | 0.15% | −1−0.2% | Reduced |
| Landmark Wealth Management, LLC | 501 | $275.0K | 0.12% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 503 | $275.6K | 0.04% | 00.0% | Unchanged |
| Retireful, LLC | 510 | $275.7K | 0.27% | +510 | New |
| Eagle Strategies LLC | 504 | $276.0K | 0.05% | −30−5.6% | Reduced |
| Weaver Consulting Group | 506 | $277.3K | 0.08% | +1+0.2% | Added |
| Tanager Wealth Management LLP | 507 | $277.9K | 0.04% | +507 | New |
| Ascent Capital Management, LLC | 507 | $277.9K | 0.28% | −14−2.7% | Reduced |
| Portfolio Strategies, Inc. | 508 | $278.4K | 0.04% | 00.0% | Unchanged |
| Wealth Effects LLC | 508 | $278.4K | 0.12% | −10−1.9% | Reduced |
| Apeiron RIA LLC | 508 | $278.6K | 0.08% | −47−8.5% | Reduced |
| Provident Wealth Management, LLC | 509 | $279.0K | 0.10% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 510 | $279.5K | 0.32% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 512 | $280.6K | 0.24% | −40−7.2% | Reduced |
| Andina Capital Management, LLC | 512 | $280.6K | 0.20% | −6−1.2% | Reduced |
| MGB Wealth Management, LLC | 515 | $281.1K | 0.10% | 00.0% | Unchanged |
| Facet Wealth, Inc. | 502 | $281.7K | 0.01% | +103+25.8% | Added |
| Barings LLC | 514 | $281.7K | 0.01% | −93−15.3% | Reduced |
| Motco | 514 | $281.7K | 0.03% | −27−5.0% | Reduced |
| Tufton Capital Management | 515 | $282.3K | 0.05% | 00.0% | Unchanged |
| Readystate Asset Management LP | 515 | $282.3K | 0.01% | +515 | New |
| 1248 Management, LLC | 515 | $282.3K | 0.12% | +515 | New |