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 |
|---|---|---|---|---|---|
| Tamar Securities, LLC | 693 | $379.9K | 0.05% | −2−0.3% | Reduced |
| Capula Management Ltd | 694 | $380.4K | 0.00% | +433+165.9% | Added |
| Kaydan Wealth Management, Inc. | 697 | $382.0K | 0.12% | −8−1.1% | Reduced |
| Alpha Zero LLC | 697 | $382.0K | 0.29% | +72+11.5% | Added |
| United Advisor Group, LLC | 700 | $383.7K | 0.08% | −188−21.2% | Reduced |
| Belmont Capital, LLC | 700 | $383.7K | 0.07% | 00.0% | Unchanged |
| Lewis Asset Management, LLC | 701 | $384.4K | 0.32% | −150−17.6% | Reduced |
| Founders Financial Alliance, LLC | 702 | $384.6K | 0.09% | +26+3.8% | Added |
| Argent Advisors, Inc. | 703 | $385.3K | 0.13% | +703 | New |
| Emerald Advisors, LLC | 705 | $386.5K | 0.05% | +31+4.6% | Added |
| Kames Capital plc | 706 | $386.8K | 0.01% | +661+1,468.9% | Added |
| Investment Advisory Group, LLC | 710 | $389.3K | 0.13% | 00.0% | Unchanged |
| Claris Financial LLC | 740 | $389.6K | 0.26% | 00.0% | Unchanged |
| Elevatus Welath Management | 711 | $389.6K | 0.22% | −279−28.2% | Reduced |
| Oberweis Asset Management Inc | 711 | $389.8K | 0.02% | −5−0.7% | Reduced |
| Xcel Wealth Management, LLC | 712 | $390.3K | 0.12% | 00.0% | Unchanged |
| LVM Capital Management Ltd | 713 | $391.0K | 0.04% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 714 | $391.4K | 0.14% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 715 | $392.1K | 0.11% | +19+2.7% | Added |
| Stonekeep Investments, LLC | 717 | $393.0K | 0.29% | 00.0% | Unchanged |
| Adirondack Trust Co | 718 | $393.5K | 0.15% | +53+8.0% | Added |
| Quilter Plc | 718 | $393.6K | 0.01% | +11+1.6% | Added |
| Accredited Investors Inc. | 718 | $393.6K | 0.02% | +18+2.6% | Added |
| Noesis Capital Mangement Corp | 719 | $394.1K | 0.08% | −50−6.5% | Reduced |
| Lakeside Advisors, INC. | 725 | $397.4K | 0.26% | −50−6.5% | Reduced |
| Mayfair Advisory Group, LLC | 725 | $397.4K | 0.23% | −20−2.7% | Reduced |
| KKM Financial LLC | 726 | $397.9K | 0.17% | +5+0.7% | Added |
| MBM Wealth Consultants, LLC | 727 | $398.5K | 0.12% | 00.0% | Unchanged |
| BluePointe Capital Management, LLC | 727 | $398.5K | 0.15% | +247+51.5% | Added |
| Horan Capital Advisors, LLC. | 729 | $399.6K | 0.13% | −10−1.4% | Reduced |
| First National Bank | 732 | $401.2K | 0.26% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 733 | $401.8K | 0.33% | +13+1.8% | Added |
| Bienville Capital Management, LLC | 734 | $402.3K | 0.10% | 00.0% | Unchanged |
| Covey Capital Advisors, LLC | 735 | $402.9K | 0.46% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 737 | $404.0K | 0.05% | +102+16.1% | Added |
| Caldwell Sutter Capital, Inc. | 738 | $404.5K | 0.19% | −22−2.9% | Reduced |
| Verity Asset Management, Inc. | 738 | $404.5K | 0.16% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 740 | $405.7K | 0.28% | 00.0% | Unchanged |
| Waters Parkerson & Co., LLC | 750 | $411.1K | 0.02% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 750 | $411.1K | 0.30% | 00.0% | Unchanged |
| Elgethun Capital Management | 756 | $414.2K | 0.09% | −66−8.0% | Reduced |
| Riverview Trust Co | 756 | $414.4K | 0.41% | −16−2.1% | Reduced |
| Gemmer Asset Management LLC | 757 | $414.9K | 0.04% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 757 | $415.0K | 0.01% | +157+26.2% | Added |
| Blueshift Asset Management, LLC | 759 | $416.0K | 0.16% | +759 | New |
| Cherrydale Wealth Management, LLC | 759 | $416.3K | 0.16% | −13−1.7% | Reduced |
| Level Wealth Management LLC | 760 | $416.6K | 0.27% | −140−15.6% | Reduced |
| Revisor Wealth Management LLC | 762 | $417.7K | 0.19% | +762 | New |
| Code Waechter LLC | 763 | $418.0K | 0.34% | −29−3.7% | Reduced |
| Grant Private Wealth Management Inc | 764 | $418.8K | 0.45% | +122+19.0% | Added |
| DecisionMap Wealth Management, LLC | 766 | $419.9K | 0.32% | +24+3.2% | Added |
| Encompass More Asset Management | 766 | $419.9K | 0.13% | −62−7.5% | Reduced |
| Ground Swell Capital, LLC | 769 | $421.5K | 0.96% | +769 | New |
| Millennium Capital Advisors, LLC | 771 | $422.5K | 0.31% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 771 | $422.9K | 0.47% | +62+8.7% | Added |
| Goodman Advisory Group, LLC | 773 | $423.7K | 0.13% | +773 | New |
| Glen Eagle Advisors, LLC | 773 | $423.7K | 0.07% | +75+10.7% | Added |
| JFS Wealth Advisors, LLC | 774 | $424.2K | 0.03% | +1+0.1% | Added |
| Sandy Cove Advisors, LLC | 774 | $424.4K | 0.17% | +82+11.8% | Added |
| M1 Capital Management LLC | 776 | $425.3K | 0.27% | +5+0.6% | Added |
| Sigma Investment Counselors Inc | 776 | $425.3K | 0.03% | −32−4.0% | Reduced |
| Sagace Wealth Management LLC | 778 | $426.4K | 0.32% | −287−26.9% | Reduced |
| Baldwin Brothers Inc | 778 | $426.4K | 0.03% | +13+1.7% | Added |
| Harbor Group, Inc. | 781 | $428.1K | 0.09% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 782 | $428.8K | 0.09% | +12+1.6% | Added |
| Integrated Capital Management, LLC | 782 | $429.0K | 0.24% | +12+1.6% | Added |
| Cynosure Management, LLC | 783 | $429.2K | 0.06% | +48+6.5% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 783 | $429.3K | 0.17% | +47+6.4% | Added |
| Apollon Financial, LLC | 784 | $429.5K | 0.10% | +15+2.0% | Added |
| Acima Private Wealth, LLC | 784 | $429.7K | 0.15% | 00.0% | Unchanged |
| Mason & Associates Inc | 786 | $430.6K | 0.11% | +21+2.7% | Added |
| Global Financial Private Client, LLC | 786 | $430.8K | 0.16% | +26+3.4% | Added |
| Chemung Canal Trust Co | 789 | $432.5K | 0.10% | −37−4.5% | Reduced |
| Octavia Wealth Advisors, LLC | 791 | $433.6K | 0.05% | +42+5.6% | Added |
| Catalyst Private Wealth, LLC | 792 | $434.1K | 0.21% | +3+0.4% | Added |
| QTR Family Wealth, LLC | 794 | $435.3K | 0.33% | +794 | New |
| ASB Consultores, LLC | 798 | $437.4K | 0.28% | −1,417−64.0% | Reduced |
| North Ridge Wealth Advisors, Inc. | 800 | $438.5K | 0.29% | 00.0% | Unchanged |
| Old Mission Investment Co LLC | 800 | $438.5K | 0.13% | 00.0% | Unchanged |
| United Bank | 800 | $438.5K | 0.06% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 800 | $438.6K | 0.04% | −21−2.6% | Reduced |
| Orgel Wealth Management, LLC | 801 | $439.0K | 0.01% | −7−0.9% | Reduced |
| Triasima Portfolio Management inc. | 804 | $440.7K | 0.09% | −12−1.5% | Reduced |
| Community Financial Services Group, LLC | 805 | $441.2K | 0.10% | −7−0.9% | Reduced |
| Sage Private Wealth Group, LLC | 806 | $442.3K | 0.33% | +10+1.3% | Added |
| Victory Financial Group, LLC | 807 | $442.3K | 0.08% | +114+16.5% | Added |
| Lodestone Wealth Management LLC | 808 | $442.7K | 0.24% | −27−3.2% | Reduced |
| Insight Advisors, LLC | 809 | $443.8K | 0.08% | +14+1.8% | Added |
| Abel Hall, LLC | 810 | $444.0K | 0.27% | −156−16.1% | Reduced |
| Luts & Greenleigh Group, Inc | 811 | $444.3K | 0.44% | +11+1.4% | Added |
| GK Wealth Management LLC | 811 | $444.5K | 0.56% | −229−22.0% | Reduced |
| First Financial Corp | 811 | $444.5K | 0.21% | −41−4.8% | Reduced |
| Capstone Financial Advisors, Inc. | 816 | $447.2K | 0.03% | +1+0.1% | Added |
| Tiemann Investment Advisors, LLC | 817 | $447.8K | 0.20% | −20−2.4% | Reduced |
| BCS Wealth Management | 818 | $448.0K | 0.12% | −5−0.6% | Reduced |
| Fortress Wealth Group, LLC | 830 | $448.1K | 0.22% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 819 | $448.9K | 0.17% | +819 | New |
| Morton Capital Management LLC | 820 | $449.2K | 0.09% | +44+5.7% | Added |
| Trust Co of the South | 821 | $450.0K | 0.09% | +101+14.0% | Added |
| Dominguez Wealth Management Solutions, Inc. | 821 | $450.2K | 0.33% | 00.0% | Unchanged |