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 |
|---|---|---|---|---|---|
| Rossmore Private Capital | 14,790 | $8.11M | 1.00% | −21−0.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,784 | $8.10M | 0.33% | −130−0.9% | Reduced |
| Poehling Capital Management, LLC | 14,760 | $8.09M | 2.05% | −31−0.2% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 14,680 | $8.05M | 3.01% | +393+2.8% | Added |
| Interval Partners, LP | 14,659 | $8.03M | 0.28% | +5,579+61.4% | Added |
| First PREMIER Bank | 14,650 | $8.03M | 2.04% | −10−0.1% | Reduced |
| Hall Laurie J Trustee | 14,623 | $8.02M | 2.86% | −114−0.8% | Reduced |
| Stokes Capital Advisors, LLC | 14,602 | $8.00M | 2.03% | −35−0.2% | Reduced |
| Walleye Trading LLC | 14,582 | $7.99M | 0.23% | −772−5.0% | Reduced |
| Ninety One SA (PTY) Ltd | 14,609 | $7.99M | 1.48% | 00.0% | Unchanged |
| Central Bank & Trust Co | 14,530 | $7.96M | 1.33% | −232−1.6% | Reduced |
| Peachtree Investment Partners, LLC | 14,437 | $7.91M | 3.13% | +394+2.8% | Added |
| Sabal Trust CO | 14,423 | $7.91M | 0.44% | +629+4.6% | Added |
| MUFG Securities Americas Inc. | 14,416 | $7.90M | 0.92% | +2,316+19.1% | Added |
| Integrated Wealth Concepts LLC | 14,361 | $7.87M | 0.09% | −914−6.0% | Reduced |
| Vantage Investment Partners, LLC | 14,331 | $7.86M | 0.66% | +30+0.2% | Added |
| Adviser Investments LLC | 14,300 | $7.84M | 0.10% | −860−5.7% | Reduced |
| Saranac Partners Ltd | 13,279 | $7.83M | 4.45% | −190−1.4% | Reduced |
| Welch & Forbes LLC | 14,266 | $7.82M | 0.10% | +25+0.2% | Added |
| Mandatum Life Insurance Co Ltd | 14,249 | $7.81M | 2.40% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 14,247 | $7.81M | 0.76% | −215−1.5% | Reduced |
| E Fund Management Co., Ltd. | 14,127 | $7.74M | 0.37% | +2,147+17.9% | Added |
| De Burlo Group Inc | 14,112 | $7.74M | 1.14% | −30−0.2% | Reduced |
| Spears Abacus Advisors LLC | 14,099 | $7.73M | 0.17% | −795−5.3% | Reduced |
| Norden Group LLC | 14,093 | $7.73M | 0.89% | +204+1.5% | Added |
| Guinness Atkinson Asset Management Inc | 14,091 | $7.72M | 4.30% | −683−4.6% | Reduced |
| PEAK6 LLC | 14,089 | $7.72M | 0.30% | −5,798−29.2% | Reduced |
| Codex Capital Asset Management L.L.C. | 14,100 | $7.72M | 3.64% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 14,054 | $7.70M | 4.04% | −386−2.7% | Reduced |
| LGT Fund Management Co Ltd. | 14,044 | $7.70M | 0.69% | −2,725−16.3% | Reduced |
| Arkadios Wealth Advisors | 14,017 | $7.68M | 0.29% | +3,006+27.3% | Added |
| Verdence Capital Advisors LLC | 14,014 | $7.68M | 0.59% | −457−3.2% | Reduced |
| Eukles Asset Management | 13,963 | $7.65M | 3.36% | −45−0.3% | Reduced |
| Portside Wealth Group, LLC | 13,942 | $7.64M | 1.25% | −320−2.2% | Reduced |
| Pictet North America Advisors SA | 13,897 | $7.62M | 0.76% | −1,926−12.2% | Reduced |
| Alcosta Capital Management, Inc. | 13,891 | $7.61M | 5.08% | −80−0.6% | Reduced |
| Yarbrough Capital, LLC | 13,878 | $7.61M | 0.33% | 00.0% | Unchanged |
| VestGen Advisors, LLC | 13,814 | $7.57M | 0.34% | +13,814 | New |
| Modera Wealth Management, LLC | 13,767 | $7.55M | 0.10% | +3,232+30.7% | Added |
| Bridgewater Advisors Inc. | 13,973 | $7.54M | 0.65% | +252+1.8% | Added |
| GLOBALT Investments LLC | 13,744 | $7.53M | 0.31% | +59+0.4% | Added |
| Marshall & Sullivan Inc | 13,740 | $7.53M | 3.82% | −384−2.7% | Reduced |
| First National Advisers, LLC | 13,684 | $7.50M | 1.20% | −97−0.7% | Reduced |
| Roman Butler Fullerton & Co | 14,475 | $7.49M | 2.91% | +36+0.2% | Added |
| Fort Sheridan Advisors LLC | 13,639 | $7.48M | 1.13% | −916−6.3% | Reduced |
| Y.D. More Investments Ltd | 13,627 | $7.47M | 0.65% | +1,010+8.0% | Added |
| Private Advisory Group LLC | 13,552 | $7.43M | 0.85% | +2,516+22.8% | Added |
| Peapack Gladstone Financial Corp | 13,549 | $7.43M | 0.11% | −342−2.5% | Reduced |
| Axxcess Wealth Management, LLC | 13,464 | $7.38M | 0.20% | −1,411−9.5% | Reduced |
| Investment Research & Advisory Group, Inc. | 13,433 | $7.36M | 3.10% | −45−0.3% | Reduced |
| New Age Alpha Advisors, LLC | 13,412 | $7.35M | 0.33% | +2,676+24.9% | Added |
| Frank, Rimerman Advisors LLC | 13,408 | $7.35M | 0.58% | +224+1.7% | Added |
| Shorepoint Capital Partners LLC | 13,398 | $7.34M | 1.66% | −212−1.6% | Reduced |
| Gibraltar Capital Management, Inc. | 13,379 | $7.33M | 1.58% | −1,896−12.4% | Reduced |
| Eastern Bank | 13,375 | $7.33M | 0.14% | −1,738−11.5% | Reduced |
| CFO4Life Group, LLC | 13,325 | $7.30M | 1.23% | +81+0.6% | Added |
| Geneva Partners, LLC | 13,297 | $7.29M | 3.76% | +339+2.6% | Added |
| Dakota Wealth Management | 13,296 | $7.29M | 0.17% | +518+4.1% | Added |
| Warren Averett Asset Management, LLC | 13,293 | $7.29M | 0.09% | +7,617+134.2% | Added |
| Hixon Zuercher, LLC | 13,231 | $7.25M | 2.56% | +94+0.7% | Added |
| Good Life Advisors, LLC | 13,200 | $7.23M | 0.51% | +1,102+9.1% | Added |
| Atomi Financial Group, Inc. | 13,176 | $7.22M | 0.33% | +1,597+13.8% | Added |
| Callan Family Office, LLC | 13,163 | $7.21M | 0.54% | −3,663−21.8% | Reduced |
| Lockheed Martin Investment Management Co | 13,120 | $7.19M | 0.29% | −310−2.3% | Reduced |
| Leavell Investment Management, Inc. | 13,081 | $7.17M | 0.35% | +95+0.7% | Added |
| South Street Advisors LLC | 13,072 | $7.17M | 1.17% | +54+0.4% | Added |
| Nippon Life Global Investors Americas, Inc. | 13,010 | $7.13M | 0.35% | −49,290−79.1% | Reduced |
| Elite Wealth Management, Inc. | 13,005 | $7.13M | 2.05% | −490−3.6% | Reduced |
| Thoroughbred Financial Services, LLC | 12,991 | $7.12M | 0.44% | −39−0.3% | Reduced |
| McHugh Group, LLC | 12,882 | $7.06M | 5.34% | 00.0% | Unchanged |
| Conning Inc. | 12,872 | $7.06M | 0.25% | −1,884−12.8% | Reduced |
| Icon Wealth Advisors, LLC | 12,845 | $7.04M | 0.58% | +35+0.3% | Added |
| WCG Wealth Advisors LLC | 12,832 | $7.03M | 0.53% | −397−3.0% | Reduced |
| S-Bank Fund Management Ltd | 12,800 | $7.02M | 1.32% | +12,800 | New |
| Pinnacle Financial Partners Inc | 12,888 | $7.01M | 0.14% | +450+3.6% | Added |
| Kennedy Capital Management, Inc. | 12,739 | $6.98M | 0.17% | −1,393−9.9% | Reduced |
| B&L Asset Management LLC | 12,700 | $6.96M | 4.56% | −394−3.0% | Reduced |
| Denali Advisors LLC | 12,698 | $6.96M | 0.79% | −56−0.4% | Reduced |
| Capital Insight Partners, LLC | 12,643 | $6.93M | 1.21% | −288−2.2% | Reduced |
| Infusive Asset Management Inc. | 12,623 | $6.92M | 3.21% | −6,567−34.2% | Reduced |
| McDonough Capital Management, Inc | 12,564 | $6.89M | 4.50% | +108+0.9% | Added |
| Stock Yards Bank & Trust Co | 12,562 | $6.89M | 0.25% | −1,709−12.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 12,543 | $6.88M | 0.47% | −141−1.1% | Reduced |
| SGL Investment Advisors, Inc. | 12,120 | $6.87M | 3.55% | −70−0.6% | Reduced |
| R.H. Investment Group, LLC | 12,526 | $6.87M | 6.60% | −64−0.5% | Reduced |
| Edmond de Rothschild Holding S.A. | 12,516 | $6.86M | 0.12% | +1,181+10.4% | Added |
| Meridian Wealth Management, LLC | 12,507 | $6.86M | 0.33% | +71+0.6% | Added |
| Clearbridge Investments, LLC | 12,502 | $6.85M | 0.01% | −419−3.2% | Reduced |
| First National Bank of Omaha | 12,494 | $6.85M | 0.47% | −247−1.9% | Reduced |
| Natural Investments, LLC | 12,422 | $6.81M | 1.93% | +1,516+13.9% | Added |
| Patton Albertson Miller Group, LLC | 12,419 | $6.81M | 1.01% | −3,002−19.5% | Reduced |
| Aviso Financial Inc. | 12,409 | $6.80M | 0.34% | −155−1.2% | Reduced |
| Deltec Asset Management LLC | 12,398 | $6.80M | 1.46% | −28−0.2% | Reduced |
| Parsons Capital Management Inc | 12,321 | $6.75M | 0.37% | −1,126−8.4% | Reduced |
| Trust Co of Toledo NA | 12,185 | $6.68M | 0.88% | +610+5.3% | Added |
| Chickasaw Capital Management LLC | 12,167 | $6.67M | 0.26% | −116−0.9% | Reduced |
| Kesler, Norman & Wride, LLC | 12,166 | $6.67M | 1.27% | −353−2.8% | Reduced |
| Elefante Mark B | 12,164 | $6.67M | 5.28% | +2,461+25.4% | Added |
| Resources Investment Advisors, LLC. | 12,138 | $6.65M | 0.08% | −1,555−11.4% | Reduced |
| Rench Wealth Management, Inc. | 12,127 | $6.65M | 2.30% | +163+1.4% | Added |