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; 3,633 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
- 3,491
- +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
- 1,344 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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| Knollwood Investment Advisory, LLC | 18,400 | $10.1M | 1.11% | 00.0% | Unchanged |
| We Are One Seven, LLC | 18,382 | $10.1M | 0.39% | +617+3.5% | Added |
| Evelyn Partners Investment Management Services Ltd | 18,376 | $10.1M | 1.65% | −501−2.7% | Reduced |
| Fundamentun, LLC | 18,372 | $10.1M | 0.54% | −946−4.9% | Reduced |
| Physicians Financial Services, Inc. | 18,363 | $10.1M | 3.27% | +150+0.8% | Added |
| Baader Bank INC | 18,411 | $10.1M | 1.02% | +440+2.4% | Added |
| Union Heritage Capital, LLC | 18,339 | $10.1M | 3.74% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 18,327 | $10.0M | 0.41% | +2,911+18.9% | Added |
| Cypress Capital Group | 18,232 | $9.99M | 1.31% | −920−4.8% | Reduced |
| Vancity Investment Management Ltd | 18,197 | $9.97M | 1.37% | +18,197 | New |
| Northeast Investment Management | 18,168 | $9.96M | 0.46% | −107−0.6% | Reduced |
| Ironwood Investment Counsel, LLC | 17,938 | $9.83M | 1.70% | +319+1.8% | Added |
| St. Nicholas Private Asset Management, Inc | 17,721 | $9.71M | 9.21% | −872−4.7% | Reduced |
| Dynamic Advisor Solutions LLC | 17,715 | $9.71M | 0.32% | −99−0.6% | Reduced |
| Fiduciary Group LLC | 17,701 | $9.70M | 0.97% | −54−0.3% | Reduced |
| Contravisory Investment Management, Inc. | 17,700 | $9.70M | 2.04% | −462−2.5% | Reduced |
| Savant Capital, LLC | 17,674 | $9.69M | 0.08% | −3,082−14.8% | Reduced |
| Investidor Profissional Gestao de Recursos Ltda. | 17,665 | $9.68M | 9.36% | +4,666+35.9% | Added |
| Broadleaf Partners, LLC | 17,625 | $9.66M | 2.53% | −271−1.5% | Reduced |
| Hills Bank & Trust Co | 17,538 | $9.61M | 0.68% | +158+0.9% | Added |
| Zweig-DiMenna Associates LLC | 17,450 | $9.56M | 1.53% | −3,400−16.3% | Reduced |
| Meeder Advisory Services, Inc. | 17,442 | $9.56M | 0.57% | +1,276+7.9% | Added |
| Notis-McConarty Edward | 17,423 | $9.55M | 4.91% | −1,265−6.8% | Reduced |
| Nutshell Asset Management Ltd | 17,364 | $9.52M | 4.96% | +1,100+6.8% | Added |
| Norman Fields, Gottscho Capital Management, LLC | 17,335 | $9.50M | 3.20% | −500−2.8% | Reduced |
| Stenahm Asset Managment Ltd | 17,310 | $9.49M | 3.86% | +17,310 | New |
| Ingalls & Snyder LLC | 17,271 | $9.47M | 0.31% | +1,710+11.0% | Added |
| Coastline Trust Co | 17,257 | $9.46M | 1.18% | −433−2.4% | Reduced |
| V-Square Quantitative Management LLC | 17,229 | $9.44M | 1.38% | +706+4.3% | Added |
| Pegasus Asset Management, Inc. | 17,220 | $9.44M | 3.78% | +108+0.6% | Added |
| Willis Investment Counsel | 17,220 | $9.44M | 0.63% | +68+0.4% | Added |
| Jump Financial, LLC | 17,141 | $9.40M | 0.14% | +13,201+335.1% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 17,102 | $9.37M | 0.87% | −248−1.4% | Reduced |
| Delaney Dennis R | 17,055 | $9.35M | 5.08% | −462−2.6% | Reduced |
| Paradigm Financial Partners, LLC | 17,021 | $9.33M | 1.16% | −544−3.1% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 16,992 | $9.31M | 0.36% | +2,304+15.7% | Added |
| Lyell Wealth Management, LP | 16,940 | $9.29M | 0.87% | +1,362+8.7% | Added |
| International Assets Investment Management, LLC | 16,924 | $9.28M | 0.81% | +206+1.2% | Added |
| Ostrum Asset Management | 16,900 | $9.26M | 0.49% | +668+4.1% | Added |
| Solidarilty Wealth, LLC | 16,871 | $9.25M | 2.28% | −5,006−22.9% | Reduced |
| Linscomb & Williams, Inc. | 16,856 | $9.24M | 0.46% | −12−0.1% | Reduced |
| Evelyn Partners Asset Management Ltd | 16,816 | $9.22M | 2.57% | −2,737−14.0% | Reduced |
| King Wealth | 16,814 | $9.22M | 1.40% | −47−0.3% | Reduced |
| Cohen Klingenstein LLC | 16,800 | $9.21M | 0.33% | 00.0% | Unchanged |
| SlateStone Wealth, LLC | 16,755 | $9.18M | 0.92% | +10.0% | Added |
| SeaTown Holdings Pte. Ltd. | 16,751 | $9.18M | 7.92% | −50−0.3% | Reduced |
| Mitchell Capital Management Co | 16,681 | $9.14M | 1.74% | +187+1.1% | Added |
| Texas Yale Capital Corp. | 16,673 | $9.14M | 0.38% | +1,072+6.9% | Added |
| Burling Wealth Partners, LLC | 16,564 | $9.08M | 1.91% | +389+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 16,489 | $9.04M | 0.40% | −213−1.3% | Reduced |
| William Allan, LLC | 16,480 | $9.03M | 5.66% | −239−1.4% | Reduced |
| China Universal Asset Management Co., Ltd. | 16,406 | $8.99M | 0.84% | +471+3.0% | Added |
| Quest Investment Management LLC | 16,307 | $8.94M | 1.11% | +10,438+177.8% | Added |
| Cambridge Financial Group, Inc. | 16,274 | $8.92M | 3.87% | −225−1.4% | Reduced |
| Level Four Advisory Services, LLC | 16,231 | $8.90M | 0.37% | +453+2.9% | Added |
| Wisconsin Capital Management LLC | 16,138 | $8.85M | 5.64% | −1,166−6.7% | Reduced |
| Ayrshire Capital Management LLC | 16,130 | $8.84M | 4.28% | +470+3.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 16,102 | $8.83M | 0.27% | −1,016−5.9% | Reduced |
| Herold Advisors, Inc. | 16,049 | $8.80M | 1.93% | −647−3.9% | Reduced |
| Affinity Wealth Management LLC | 16,041 | $8.79M | 1.63% | +15+0.1% | Added |
| Parisi Gray Wealth Management | 15,944 | $8.74M | 2.85% | +1,048+7.0% | Added |
| Magnetar Financial LLC | 15,932 | $8.73M | 0.11% | +15,932 | New |
| Pitcairn Co | 15,869 | $8.70M | 0.52% | −675−4.1% | Reduced |
| Peloton Wealth Strategists | 15,847 | $8.69M | 3.63% | −895−5.3% | Reduced |
| Saybrook Capital | 15,835 | $8.68M | 2.40% | +70+0.4% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 15,830 | $8.68M | 0.81% | +264+1.7% | Added |
| Pallas Capital Advisors LLC | 15,820 | $8.67M | 0.36% | +722+4.8% | Added |
| Graypoint LLC | 15,771 | $8.64M | 0.54% | +160+1.0% | Added |
| Gluskin Sheff & Assoc Inc | 15,752 | $8.63M | 1.11% | −356−2.2% | Reduced |
| IFP Advisors, Inc | 15,741 | $8.63M | 0.27% | −48−0.3% | Reduced |
| Groupama Asset Managment | 15,927 | $8.61M | 0.17% | −1,345−7.8% | Reduced |
| Integrity Alliance, LLC. | 15,692 | $8.60M | 0.34% | +8,654+123.0% | Added |
| Agur Provident & Training Funds Management Ltd | 15,680 | $8.59M | 3.44% | 00.0% | Unchanged |
| Talbot Financial, LLC | 15,675 | $8.59M | 1.08% | −435−2.7% | Reduced |
| American Investment Services, Inc. | 15,501 | $8.50M | 1.50% | +11+0.1% | Added |
| Capital Analysts, LLC | 15,472 | $8.48M | 0.32% | +13+0.1% | Added |
| Canandaigua National Bank & Trust Co | 15,425 | $8.45M | 0.84% | −1,071−6.5% | Reduced |
| Huber Capital Management LLC | 15,409 | $8.45M | 1.59% | 00.0% | Unchanged |
| CFM Wealth Partners LLC | 15,391 | $8.44M | 1.49% | +701+4.8% | Added |
| Leuthold Group, LLC | 15,346 | $8.41M | 1.09% | −1,126−6.8% | Reduced |
| CMH Wealth Management LLC | 15,297 | $8.38M | 2.10% | −269−1.7% | Reduced |
| Mission Wealth Management, LP | 15,271 | $8.37M | 0.21% | +472+3.2% | Added |
| Wealthspire Advisors, LLC | 15,269 | $8.37M | 0.05% | −202−1.3% | Reduced |
| Condor Capital Management | 15,263 | $8.37M | 0.78% | −246−1.6% | Reduced |
| Charter Trust Co | 15,188 | $8.32M | 0.55% | −1,430−8.6% | Reduced |
| Capital Investment Advisors, LLC | 15,141 | $8.30M | 0.16% | +4,694+44.9% | Added |
| Whalerock Point Partners, LLC | 15,103 | $8.28M | 1.97% | +425+2.9% | Added |
| Summit Global Investments | 15,089 | $8.27M | 0.60% | −3,027−16.7% | Reduced |
| Concentric Capital Strategies, LP | 15,038 | $8.24M | 0.83% | +5,472+57.2% | Added |
| GAMMA Investing LLC | 15,007 | $8.23M | 0.62% | +2,493+19.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 15,000 | $8.22M | 1.93% | 00.0% | Unchanged |
| Vega Investment Solutions | 14,999 | $8.22M | 1.59% | +13,357+813.5% | Added |
| Integrated Advisors Network LLC | 14,978 | $8.21M | 0.42% | −462−3.0% | Reduced |
| Farther Finance Advisors, LLC | 14,946 | $8.20M | 0.21% | +2,748+22.5% | Added |
| Addenda Capital Inc. | 14,954 | $8.20M | 0.30% | −25−0.2% | Reduced |
| Fischer Financial Services, Inc. | 14,918 | $8.18M | 2.63% | −212−1.4% | Reduced |
| Capital Investment Counsel, LLC | 14,917 | $8.18M | 1.35% | +426+2.9% | Added |
| Ferguson Wellman Capital Management, Inc | 14,866 | $8.15M | 0.16% | +419+2.9% | Added |
| Sargent Investment Group, LLC | 14,806 | $8.12M | 1.30% | +2,443+19.8% | Added |
| Welch Group, LLC | 15,002 | $8.11M | 0.36% | +476+3.3% | Added |