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 |
|---|---|---|---|---|---|
| Oldfather Financial Services, LLC | 822 | $450.6K | 0.17% | +1+0.1% | Added |
| Cascade Investment Group, Inc. | 823 | $451.1K | 0.35% | 00.0% | Unchanged |
| Echo45 Advisors LLC | 824 | $451.8K | 0.30% | 00.0% | Unchanged |
| Garrett Wealth Advisory Group, LLC | 825 | $452.2K | 0.10% | +275+50.0% | Added |
| AA Financial Advisors, LLC | 825 | $452.2K | 0.11% | +28+3.5% | Added |
| Tempus Wealth Planning, LLC | 827 | $453.3K | 0.14% | −14−1.7% | Reduced |
| Willner & Heller, LLC | 827 | $453.4K | 0.42% | −35−4.1% | Reduced |
| Woodward Diversified Capital, LLC | 829 | $454.4K | 0.32% | +7+0.9% | Added |
| Crown Wealth Group, LLC | 830 | $454.9K | 0.24% | +43+5.5% | Added |
| Brady Martz Wealth Solutions, LLC | 831 | $455.4K | 0.10% | +2+0.2% | Added |
| Pinnacle Bancorp, Inc. | 832 | $456.0K | 0.15% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 832 | $456.2K | 0.09% | −3−0.4% | Reduced |
| Hamel Associates, Inc. | 834 | $457.1K | 0.16% | 00.0% | Unchanged |
| ZWJ Investment Counsel Inc | 836 | $458.0K | 0.02% | −344−29.2% | Reduced |
| Perfromance Wealth Partners, LLC | 843 | $462.1K | 0.02% | −10−1.2% | Reduced |
| Arlington Trust Co LLC | 843 | $462.1K | 0.10% | +196+30.3% | Added |
| HHM Wealth Advisors, LLC | 844 | $462.6K | 0.06% | +55+7.0% | Added |
| Burr Financial Services, LLC | 848 | $464.8K | 0.36% | −1,141−57.4% | Reduced |
| Financial Council Asset Management Inc | 849 | $465.4K | 0.25% | 00.0% | Unchanged |
| Norway Savings Bank | 854 | $468.1K | 0.27% | −50−5.5% | Reduced |
| David R. Rahn & Associates Inc. | 857 | $469.7K | 0.14% | −10−1.2% | Reduced |
| Vision Capital Management, Inc. | 859 | $470.8K | 0.07% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 860 | $471.4K | 0.05% | 00.0% | Unchanged |
| Quarry LP | 864 | $473.6K | 0.12% | +864 | New |
| Private Client Services, LLC | 867 | $475.5K | 0.24% | +35+4.2% | Added |
| Meriwether Wealth & Planning, LLC | 868 | $475.8K | 0.31% | +1+0.1% | Added |
| Trilogy Capital Inc. | 869 | $476.3K | 0.02% | +2+0.2% | Added |
| Vivaldi Capital Management, LLC | 870 | $476.9K | 0.08% | −38−4.2% | Reduced |
| Fortis Advisors, LLC | 871 | $477.4K | 0.31% | +75+9.4% | Added |
| Caliber Wealth Management, LLC | 872 | $478.1K | 0.07% | +872 | New |
| AGH Wealth Advisors, LLC | 875 | $479.6K | 0.46% | −118−11.9% | Reduced |
| Alteri Wealth LLC | 875 | $479.9K | 0.21% | −26−2.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 876 | $480.2K | 0.10% | +4+0.5% | Added |
| Keyvantage Wealth, LLC | 877 | $480.7K | 0.23% | +92+11.7% | Added |
| Phillips Financial Management, LLC | 878 | $481.3K | 0.04% | +76+9.5% | Added |
| Intrua Financial, LLC | 879 | $482.0K | 0.08% | −97−9.9% | Reduced |
| PUREfi Wealth, LLC | 881 | $483.1K | 0.48% | +33+3.9% | Added |
| Benin Management CORP | 883 | $484.0K | 0.14% | +74+9.1% | Added |
| Hudock, Inc. | 884 | $484.8K | 0.08% | +8+0.9% | Added |
| First Business Financial Services, Inc. | 885 | $485.1K | 0.05% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 885 | $485.2K | 0.35% | −209−19.1% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 887 | $486.1K | 0.24% | −6−0.7% | Reduced |
| Magnolia Private Wealth, LLC | 887 | $486.2K | 0.41% | +52+6.2% | Added |
| Hartmann Taylor Wealth Management, LLC | 887 | $486.2K | 0.44% | +887 | New |
| Altus Wealth Group LLC | 887 | $486.2K | 0.23% | +7+0.8% | Added |
| Oak Harbor Wealth Partners, LLC | 888 | $486.7K | 0.14% | +337+61.2% | Added |
| Betterment LLC | 889 | $487.0K | 0.00% | +52+6.2% | Added |
| apricus wealth, LLC | 889 | $487.3K | 0.29% | +200+29.0% | Added |
| Eaton Financial Holdings Company, LLC | 889 | $487.3K | 0.20% | −281−24.0% | Reduced |
| New Covenant Trust Company, N.A. | 902 | $487.6K | 0.52% | −32−3.4% | Reduced |
| Turning Point Benefit Group, Inc. | 1,006 | $488.4K | 0.46% | +227+29.1% | Added |
| Causey Wealth LLC | 893 | $489.5K | 0.27% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 894 | $490.0K | 0.74% | +17+1.9% | Added |
| Heritage Oak Wealth Advisors LLC | 895 | $490.6K | 0.22% | −2−0.2% | Reduced |
| Granite Bay Wealth Management, LLC | 895 | $491.0K | 0.17% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 896 | $491.1K | 0.52% | −146−14.0% | Reduced |
| Ballast, Inc. | 897 | $491.7K | 0.14% | +229+34.3% | Added |
| Townsend Asset Management Corp | 898 | $492.5K | 0.19% | 00.0% | Unchanged |
| Ovata Capital Management Ltd | 900 | $493.3K | 0.19% | +900 | New |
| Illumine Investment Management, LLC | 902 | $494.4K | 0.40% | 00.0% | Unchanged |
| Northstar Group, Inc. | 902 | $494.4K | 0.08% | +86+10.5% | Added |
| Braun-Bostich & Associates Inc. | 905 | $496.0K | 0.37% | +34+3.9% | Added |
| Retirement Planning Co of New England, Inc. | 905 | $496.6K | 0.25% | −15−1.6% | Reduced |
| Parcion Private Wealth LLC | 910 | $498.8K | 0.04% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 912 | $499.8K | 0.10% | +88+10.7% | Added |
| Promethium Advisors,llc | 912 | $499.9K | 0.32% | +77+9.2% | Added |
| Tobam | 913 | $500.0K | 0.21% | −398−30.4% | Reduced |
| Financial Advisors Network, Inc. | 913 | $500.4K | 0.08% | +41+4.7% | Added |
| Motive Wealth Advisors | 913 | $500.4K | 0.27% | −12−1.3% | Reduced |
| Eads & Heald Wealth Management | 914 | $501.0K | 0.25% | −20−2.1% | Reduced |
| RVW Wealth, LLC | 914 | $501.2K | 0.05% | +46+5.3% | Added |
| Edge Financial Advisors LLC | 914 | $501.2K | 0.32% | +1+0.1% | Added |
| BlackDiamond Wealth Management Inc. | 882 | $501.5K | 0.34% | +36+4.3% | Added |
| New Century Financial Group, LLC | 916 | $502.1K | 0.58% | −1,752−65.7% | Reduced |
| Watts Gwilliam & Co., LLC | 917 | $502.5K | 0.11% | +167+22.3% | Added |
| Horizon Bancorp Inc | 920 | $504.0K | 0.28% | −139−13.1% | Reduced |
| Caitong International Asset Management Co., Ltd | 921 | $504.8K | 0.38% | +921 | New |
| Delta Accumulation, LLC | 1,024 | $505.7K | 4.50% | +1+0.1% | Added |
| Saiph Capital, LLC | 924 | $506.6K | 0.24% | −20−2.1% | Reduced |
| Bedel Financial Consulting, Inc. | 910 | $508.7K | 0.07% | −35−3.7% | Reduced |
| Stonebridge Capital Advisors LLC | 929 | $509.4K | 0.04% | +22+2.4% | Added |
| Capital Market Strategies LLC | 930 | $509.8K | 0.34% | −38−3.9% | Reduced |
| Umpqua Bank | 931 | $510.3K | 0.18% | +8+0.9% | Added |
| Family Management Corp | 931 | $510.3K | 0.08% | −62−6.2% | Reduced |
| Safeguard Investment Advisory Group, LLC | 933 | $511.6K | 0.14% | +194+26.3% | Added |
| Drake & Associates, LLC | 935 | $512.7K | 0.14% | +163+21.1% | Added |
| Valued Retirements, Inc. | 936 | $513.0K | 0.67% | +411+78.3% | Added |
| Kanawha Capital Management LLC | 942 | $516.3K | 0.04% | +43+4.8% | Added |
| New Wave Wealth Advisors LLC | 943 | $516.9K | 0.23% | −126−11.8% | Reduced |
| Coastal Investment Advisors, Inc. | 944 | $517.5K | 0.24% | −224−19.2% | Reduced |
| Aletheian Wealth Advisors LLC | 946 | $518.5K | 0.29% | +117+14.1% | Added |
| Severin Investments, LLC | 949 | $520.0K | 0.52% | −21−2.2% | Reduced |
| OneAscent Wealth Management LLC | 952 | $522.0K | 0.23% | −87−8.4% | Reduced |
| Richards, Merrill & Peterson, Inc. | 952 | $522.0K | 0.27% | +25+2.7% | Added |
| MCF Advisors LLC | 954 | $523.1K | 0.04% | −40−4.0% | Reduced |
| SFE Investment Counsel | 956 | $524.0K | 0.10% | +956 | New |
| Red Door Wealth Management, LLC | 958 | $525.4K | 0.08% | +70+7.9% | Added |
| Strategies Wealth Advisors, LLC | 960 | $526.0K | 0.06% | +960 | New |
| Center For Asset Management LLC | 960 | $526.2K | 0.32% | −80−7.7% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 960 | $526.2K | 0.34% | 00.0% | Unchanged |