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 |
|---|---|---|---|---|---|
| Tranquilli Financial Advisor LLC | 603 | $330.5K | 0.21% | −43−6.7% | Reduced |
| Denver Wealth Management, Inc. | 604 | $331.0K | 0.15% | −11−1.8% | Reduced |
| Park Edge Advisors, LLC | 604 | $331.1K | 0.09% | +64+11.9% | Added |
| RWM Asset Management, LLC | 605 | $331.6K | 0.05% | −120−16.6% | Reduced |
| Gallacher Capital Management LLC | 606 | $332.1K | 0.16% | −736−54.8% | Reduced |
| Kapstone Financial Advisors LLC | 606 | $332.2K | 0.19% | −1−0.2% | Reduced |
| Vicus Capital | 607 | $332.9K | 0.03% | −69−10.2% | Reduced |
| Element Pointe Advisors, LLC | 608 | $333.3K | 0.08% | 00.0% | Unchanged |
| Potomac Fund Management Inc | 656 | $333.9K | 0.15% | +62+10.4% | Added |
| CogentBlue Wealth Advisors, LLC | 610 | $334.4K | 0.29% | +222+57.2% | Added |
| American Capital Advisory, LLC | 610 | $334.4K | 0.18% | +10+1.7% | Added |
| Genesee Capital Advisors, LLC | 611 | $334.6K | 0.17% | +1+0.2% | Added |
| Hanson & Doremus Investment Management | 612 | $335.0K | 0.05% | −2−0.3% | Reduced |
| Allegheny Financial Group LTD | 611 | $335.3K | 0.09% | −110−15.3% | Reduced |
| Integral Investment Advisors, Inc. | 612 | $335.4K | 0.11% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 613 | $336.0K | 0.06% | 00.0% | Unchanged |
| Greatmark Investment Partners, Inc. | 614 | $336.5K | 0.05% | −100−14.0% | Reduced |
| Apella Capital, LLC | 653 | $336.6K | 0.01% | +653 | New |
| Gibson Capital, LLC | 616 | $337.4K | 0.07% | +117+23.4% | Added |
| Abacus Planning Group, Inc. | 616 | $337.6K | 0.06% | +166+36.9% | Added |
| Petros Family Wealth, LLC | 619 | $339.3K | 0.38% | +43+7.5% | Added |
| St. Louis Trust Co | 619 | $339.3K | 0.05% | +209+51.0% | Added |
| Vigilare Wealth Management | 620 | $339.8K | 0.14% | 00.0% | Unchanged |
| JNBA Financial Advisors | 621 | $340.4K | 0.04% | −40−6.1% | Reduced |
| Acorn Creek Capital LLC | 622 | $340.9K | 0.17% | +28+4.7% | Added |
| Capital Advisory Group Advisory Services, LLC | 623 | $341.5K | 0.13% | +16+2.6% | Added |
| ERn Financial, LLC | 623 | $341.6K | 0.05% | −36−5.5% | Reduced |
| Davy Global Fund Management Ltd | 624 | $342.0K | 0.04% | −234−27.3% | Reduced |
| RFG - Bristol Wealth Advisors, LLC | 625 | $342.6K | 0.11% | +16+2.6% | Added |
| Valley National Advisers Inc | 629 | $343.0K | 0.06% | +234+59.2% | Added |
| First Financial Group Corp | 626 | $343.6K | 0.39% | −133−17.5% | Reduced |
| Independent Wealth Network Inc. | 628 | $344.2K | 0.14% | +4+0.6% | Added |
| Financial Network Wealth Advisors LLC | 628 | $344.2K | 0.45% | +101+19.2% | Added |
| Chicago Wealth Management, Inc. | 629 | $344.8K | 0.18% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 630 | $345.3K | 0.03% | 00.0% | Unchanged |
| WealthBridge Investment Counsel Inc. | 632 | $346.0K | 0.13% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 629 | $346.1K | 0.19% | −212−25.2% | Reduced |
| Wealthstream Advisors, Inc. | 632 | $346.5K | 0.06% | +18+2.9% | Added |
| Sutton Place Investors LLC | 634 | $347.5K | 0.23% | +86+15.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 635 | $348.1K | 0.19% | 00.0% | Unchanged |
| Sage Investment Counsel LLC | 635 | $348.2K | 0.44% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 636 | $349.0K | 0.10% | +48+8.2% | Added |
| Glass Jacobson Investment Advisors llc | 663 | $349.1K | 0.11% | 00.0% | Unchanged |
| LeClair Wealth Partners LLC | 637 | $349.2K | 0.25% | −6−0.9% | Reduced |
| Powers Advisory Group, LLC | 638 | $349.6K | 0.17% | +109+20.6% | Added |
| Members Wealth LLC | 638 | $349.7K | 0.26% | +12+1.9% | Added |
| Creative Financial Designs Inc | 641 | $351.2K | 0.03% | +102+18.9% | Added |
| Intrinsic Value Partners, LLC | 641 | $351.3K | 0.35% | −34−5.0% | Reduced |
| Sentinel Trust Co Lba | 643 | $352.0K | 0.04% | −108−14.4% | Reduced |
| Wealthcare Capital Partners, LLC | 642 | $352.1K | 0.18% | 00.0% | Unchanged |
| Allium Financial Advisors, LLC | 644 | $353.0K | 0.32% | +644 | New |
| CSM Advisors, LLC | 646 | $353.0K | 0.02% | −5−0.8% | Reduced |
| GSG Advisors LLC | 686 | $353.6K | 0.12% | −62−8.3% | Reduced |
| Hickory Point Bank & Trust | 647 | $354.6K | 0.31% | +38+6.2% | Added |
| Johnson Financial Group, LLC | 649 | $355.7K | 0.04% | +649 | New |
| Leslie Global Wealth, LLC | 650 | $356.3K | 0.17% | +8+1.2% | Added |
| Meridian Wealth Partners, LLC | 650 | $356.4K | 0.06% | −128−16.5% | Reduced |
| West Bancorporation Inc | 651 | $356.8K | 0.24% | −1−0.2% | Reduced |
| Retirement Planning Group | 652 | $357.1K | 0.02% | −25−3.7% | Reduced |
| Wagner Wealth Management, LLC | 652 | $357.6K | 0.09% | −174−21.1% | Reduced |
| Wealthquest Corp | 654 | $358.5K | 0.03% | −1−0.2% | Reduced |
| Hofer & Associates. Inc | 655 | $358.8K | 0.24% | +47+7.7% | Added |
| Ascension Capital Advisors, Inc. | 655 | $359.0K | 0.16% | 00.0% | Unchanged |
| City State Bank | 657 | $360.1K | 0.12% | 00.0% | Unchanged |
| Ted Buchan & Co | 658 | $360.7K | 0.17% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 659 | $361.2K | 0.24% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 659 | $361.2K | 0.08% | +659 | New |
| Advanced Portfolio Management, LLC | 659 | $361.2K | 0.73% | +659 | New |
| Kohmann Bosshard Financial Services, LLC | 661 | $362.3K | 0.04% | −143−17.8% | Reduced |
| Philip James Wealth Mangement, LLC | 663 | $363.2K | 0.04% | +170+34.5% | Added |
| SNS Financial Group, LLC | 665 | $364.5K | 0.04% | +23+3.6% | Added |
| Long Road Investment Counsel, LLC | 665 | $364.5K | 0.14% | +665 | New |
| Sound Income Strategies, LLC | 665 | $364.5K | 0.02% | +30+4.7% | Added |
| Garden State Investment Advisory Services LLC | 681 | $364.6K | 0.12% | +36+5.6% | Added |
| Colonial River Wealth Management, LLC | 666 | $365.1K | 0.20% | −115−14.7% | Reduced |
| Sustainable Insight Capital Management, LLC | 667 | $365.6K | 0.18% | +200+42.8% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 714 | $365.7K | 0.08% | −50−6.5% | Reduced |
| Delta Investment Management, LLC | 668 | $366.2K | 0.07% | −1,961−74.6% | Reduced |
| 111 Capital | 671 | $367.8K | 0.07% | −320−32.3% | Reduced |
| Accel Wealth Management | 671 | $367.8K | 0.13% | +39+6.2% | Added |
| Tennessee Valley Asset Management Partners | 672 | $368.6K | 0.06% | −1−0.1% | Reduced |
| Cardinal Strategic Wealth Guidance | 673 | $368.9K | 0.12% | −43−6.0% | Reduced |
| One Degree Advisors Inc | 675 | $369.0K | 0.15% | +14+2.1% | Added |
| Madison Wealth Partners, Inc | 673 | $369.0K | 0.09% | −15−2.2% | Reduced |
| Colonial Trust Advisors | 674 | $369.4K | 0.03% | 00.0% | Unchanged |
| Atlas Wealth Partners, LLC | 676 | $371.0K | 0.46% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 678 | $371.8K | 0.08% | +678 | New |
| Main Street Research LLC | 680 | $372.7K | 0.02% | +116+20.6% | Added |
| DHJJ Financial Advisors, Ltd. | 681 | $373.3K | 0.15% | −43−5.9% | Reduced |
| Panoramic Capital Partners, LLC | 778 | $373.4K | 0.38% | +284+57.5% | Added |
| TRUE Private Wealth Advisors | 682 | $373.8K | 0.05% | +242+55.0% | Added |
| Trinity Financial Advisors LLC | 711 | $377.0K | 0.14% | −2−0.3% | Reduced |
| Tower View Investment Management & Research LLC | 689 | $377.6K | 0.22% | −9−1.3% | Reduced |
| Strategic Advocates LLC | 689 | $377.7K | 0.13% | +20+3.0% | Added |
| Endowment Wealth Management, Inc. | 690 | $378.3K | 0.24% | −20−2.8% | Reduced |
| Woodstock Corp | 691 | $378.8K | 0.04% | −14−2.0% | Reduced |
| Godsey & Gibb Associates | 691 | $378.8K | 0.04% | 00.0% | Unchanged |
| Scientech Research LLC | 692 | $379.3K | 0.10% | −262−27.5% | Reduced |
| Canandaigua National Trust Co of Florida | 693 | $379.8K | 0.33% | +185+36.4% | Added |
| Warwick Investment Management, Inc. | 693 | $379.8K | 0.08% | +233+50.7% | Added |