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 |
|---|---|---|---|---|---|
| First American Trust, FSB | 515 | $282.3K | 0.03% | +1+0.2% | Added |
| Elwood & Goetz Wealth Advisory Group, LLC | 516 | $282.9K | 0.07% | −3−0.6% | Reduced |
| Palogic Value Management, L.P. | 517 | $283.4K | 0.12% | +36+7.5% | Added |
| MB, Levis & Associates, LLC | 517 | $283.4K | 0.13% | 00.0% | Unchanged |
| Pennington Partners & Co., LLC | 519 | $284.3K | 0.16% | −418−44.6% | Reduced |
| Financial Management Professionals, Inc. | 520 | $285.0K | 0.04% | +9+1.8% | Added |
| DiNuzzo Private Wealth, Inc. | 520 | $285.0K | 0.04% | +1+0.2% | Added |
| Climber Capital SA | 632 | $285.4K | 0.22% | −46−6.8% | Reduced |
| Hobbs Wealth Management, LLC | 523 | $286.7K | 0.32% | +2+0.4% | Added |
| Etesian Wealth Advisors, Inc. | 524 | $287.2K | 0.12% | 00.0% | Unchanged |
| 1776 Wealth LLC | 524 | $287.2K | 0.13% | +24+4.8% | Added |
| Avantra Family Wealth, Inc. | 525 | $287.8K | 0.28% | −336−39.0% | Reduced |
| Precedent Wealth Partners, LLC | 526 | $288.2K | 0.08% | +526 | New |
| Rodgers Brothers Inc. | 526 | $288.3K | 0.04% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 527 | $288.9K | 0.13% | −6−1.1% | Reduced |
| Blue Chip Partners, Inc. | 527 | $289.0K | 0.02% | −6−1.1% | Reduced |
| Alpine Woods Capital Investors, LLC | 530 | $290.5K | 0.07% | +530 | New |
| Israel Discount Bank of New York | 531 | $291.1K | 0.22% | −275−34.1% | Reduced |
| Quadrant Private Wealth Management, LLC | 533 | $292.1K | 0.07% | −97−15.4% | Reduced |
| Murphy & Mullick Capital Management Corp | 534 | $292.7K | 0.28% | 00.0% | Unchanged |
| Holistic Financial Partners | 535 | $293.0K | 0.14% | +7+1.3% | Added |
| Glassy Mountain Advisors, Inc. | 535 | $293.2K | 0.10% | 00.0% | Unchanged |
| Integrated Investment Consultants, LLC | 535 | $293.2K | 0.06% | +145+37.2% | Added |
| Wayfinding Financial, LLC | 540 | $295.0K | 0.13% | −5−0.9% | Reduced |
| Nautilus Advisors LLC | 538 | $295.0K | 0.24% | 00.0% | Unchanged |
| Garner Asset Management Corp | 539 | $295.3K | 0.13% | −39−6.7% | Reduced |
| Osborne Partners Capital Management, LLC | 539 | $295.3K | 0.02% | 00.0% | Unchanged |
| Prescott Group Capital Management, L.L.C. | 539 | $295.4K | 0.04% | +539 | New |
| George Kaiser Family Foundation | 539 | $295.4K | 0.04% | +539 | New |
| waypoint wealth counsel | 539 | $295.5K | 0.19% | +57+11.8% | Added |
| Pacific Capital Wealth Advisors, Inc | 540 | $296.0K | 0.05% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 540 | $296.0K | 0.14% | +19+3.6% | Added |
| Darwin Advisors, LLC | 564 | $297.4K | 0.10% | 00.0% | Unchanged |
| Meyer Handelman Co | 543 | $297.6K | 0.01% | 00.0% | Unchanged |
| Aspire Growth Partners LLC | 527 | $298.4K | 0.26% | +527 | New |
| Klein Pavlis & Peasley Financial, Inc. | 544 | $298.4K | 0.21% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 545 | $298.7K | 0.17% | 00.0% | Unchanged |
| Yoder Wealth Management, Inc. | 546 | $299.3K | 0.17% | −9−1.6% | Reduced |
| Carrera Capital Advisors | 546 | $299.3K | 0.07% | +1+0.2% | Added |
| Cornell Pochily Investment Advisors, Inc. | 546 | $299.3K | 0.11% | +9+1.7% | Added |
| Brown Shipley& Co Ltd | 548 | $300.4K | 0.17% | −25−4.4% | Reduced |
| YANKCOM Partnership | 549 | $300.9K | 0.17% | +14+2.6% | Added |
| Financial Advisory Partners, LLC | 550 | $301.5K | 0.10% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 551 | $302.0K | 0.02% | +32+6.2% | Added |
| Heritage Wealth Management, Inc. | 551 | $302.0K | 0.10% | +78+16.5% | Added |
| Titleist Asset Management, LLC | 553 | $303.4K | 0.04% | −43−7.2% | Reduced |
| Barrett & Company, Inc. | 555 | $304.2K | 0.13% | 00.0% | Unchanged |
| Anderson Financial Strategies, LLC | 555 | $304.2K | 0.19% | +555 | New |
| Bond & Devick Financial Network, Inc. | 558 | $305.9K | 0.11% | −45−7.5% | Reduced |
| Marble Harbor Investment Counsel, LLC | 560 | $306.9K | 0.03% | 00.0% | Unchanged |
| Payden & Rygel | 560 | $307.0K | 0.03% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 563 | $308.6K | 0.02% | 00.0% | Unchanged |
| Coastwise Capital Group, LLC | 564 | $309.0K | 0.26% | +1+0.2% | Added |
| Fortress Private Ledger, LLC | 564 | $309.1K | 0.17% | −24−4.1% | Reduced |
| VanderPol Investments L.L.C. | 564 | $309.1K | 0.65% | +3+0.5% | Added |
| Traynor Capital Management, Inc. | 565 | $309.5K | 0.03% | −192−25.4% | Reduced |
| MSH Capital Advisors LLC | 565 | $309.7K | 0.10% | −9−1.6% | Reduced |
| Centennial Bank | 565 | $309.7K | 0.15% | 00.0% | Unchanged |
| Genus Capital Management Inc. | 565 | $309.7K | 0.04% | +565 | New |
| Acorn Financial Advisory Services Inc | 565 | $309.8K | 0.06% | −63−10.0% | Reduced |
| Henderson Brothers Financial Partners, LLC | 543 | $310.0K | 0.16% | +543 | New |
| Huntleigh Advisors, Inc. | 566 | $310.2K | 0.05% | 00.0% | Unchanged |
| Requisite Capital Management, LLC | 566 | $310.2K | 0.07% | +566 | New |
| Clune & Associates, Ltd. | 567 | $310.5K | 0.10% | −12−2.1% | Reduced |
| Gilman Hill Asset Management, LLC | 568 | $311.3K | 0.05% | −39−6.4% | Reduced |
| Arcadia Investment Management Corp | 568 | $311.3K | 0.06% | 00.0% | Unchanged |
| AJ Advisors, LLC | 570 | $312.2K | 0.16% | +54+10.5% | Added |
| Prospect Financial Services LLC | 571 | $313.0K | 0.17% | −201−26.0% | Reduced |
| West Michigan Advisors, LLC | 572 | $313.5K | 0.10% | −15−2.6% | Reduced |
| Prasad Wealth Partners, LLC | 572 | $313.7K | 0.10% | 00.0% | Unchanged |
| CLG LLC | 572 | $313.7K | 0.11% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 573 | $314.1K | 0.21% | +15+2.7% | Added |
| Rainey & Randall Investment Management Inc. | 574 | $314.6K | 0.06% | +574 | New |
| Marco Investment Management LLC | 575 | $315.2K | 0.03% | 00.0% | Unchanged |
| Lafayette Investments, Inc. | 575 | $315.2K | 0.07% | +26+4.7% | Added |
| Stage Harbor Financial, LLC | 576 | $315.7K | 0.27% | −33−5.4% | Reduced |
| Endeavor Private Wealth, Inc. | 579 | $317.4K | 0.17% | +579 | New |
| Brueske Advisory Services, LLC | 580 | $317.9K | 0.30% | −2−0.3% | Reduced |
| Fortitude Family Office, LLC | 581 | $318.4K | 0.11% | −16−2.7% | Reduced |
| Highview Capital Management LLC | 586 | $321.2K | 0.13% | 00.0% | Unchanged |
| Inscription Capital, LLC | 667 | $321.3K | 0.05% | +667 | New |
| Jackson Thornton Asset Management, LLC | 624 | $322.8K | 0.04% | +60+10.6% | Added |
| Watershed Private Wealth LLC | 589 | $322.8K | 0.13% | 00.0% | Unchanged |
| Founders Capital Management | 590 | $323.4K | 0.21% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 590 | $323.4K | 0.04% | +590 | New |
| GPM Growth Investors, Inc. | 591 | $323.9K | 0.14% | +22+3.9% | Added |
| Bravias Capital Group, LLC | 591 | $323.9K | 0.26% | +591 | New |
| Monticello Wealth Management, LLC | 592 | $324.5K | 0.03% | +4+0.7% | Added |
| Wealthedge Investment Advisors, LLC | 593 | $325.2K | 0.15% | −96−13.9% | Reduced |
| ABLE Financial Group, LLC | 594 | $325.6K | 0.09% | −25−4.0% | Reduced |
| Hunter Associates Investment Management LLC | 595 | $327.0K | 0.05% | +88+17.4% | Added |
| Fedenia Advisers LLC | 597 | $327.2K | 0.21% | −215−26.5% | Reduced |
| Blackhawk Capital Partners LLC. | 597 | $327.2K | 0.17% | −2,630−81.5% | Reduced |
| Founders Financial Securities LLC | 615 | $328.5K | 0.03% | +41+7.1% | Added |
| Hoey Investments, Inc | 600 | $328.9K | 0.07% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 600 | $328.9K | 0.04% | −56−8.5% | Reduced |
| Fusion Family Wealth LLC | 602 | $330.0K | 0.03% | 00.0% | Unchanged |
| Plan A Wealth LLC | 602 | $330.0K | 0.26% | +602 | New |
| Consolidated Capital Management, LLC | 602 | $330.0K | 0.14% | −337−35.9% | Reduced |
| Sierra Ocean, LLC | 602 | $330.2K | 0.26% | +11+1.9% | Added |