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 |
|---|---|---|---|---|---|
| Carret Asset Management, LLC | 12,123 | $6.64M | 0.75% | −25−0.2% | Reduced |
| Harbor Capital Advisors, Inc. | 12,112 | $6.64M | 0.30% | −6,240−34.0% | Reduced |
| Buckingham Strategic Partners | 12,085 | $6.62M | 0.10% | +909+8.1% | Added |
| Spirepoint Private Client, LLC | 12,078 | $6.62M | 0.86% | +1,247+11.5% | Added |
| Capstone Investment Advisors, LLC | 12,034 | $6.60M | 0.06% | +11,768+4,424.1% | Added |
| Decatur Capital Management, Inc. | 12,028 | $6.59M | 3.42% | +24+0.2% | Added |
| Linden Thomas Advisory Services, LLC | 12,017 | $6.59M | 0.85% | +745+6.6% | Added |
| Arvest Bank Trust Division | 11,998 | $6.58M | 0.42% | +11,053+1,169.6% | Added |
| Jackson Square Capital, LLC | 11,898 | $6.52M | 2.12% | +3,695+45.0% | Added |
| RFG Advisory, LLC | 11,873 | $6.51M | 0.18% | −929−7.3% | Reduced |
| Little House Capital LLC | 11,846 | $6.49M | 1.78% | −1,150−8.8% | Reduced |
| Gifford Fong Associates | 11,829 | $6.48M | 1.61% | 00.0% | Unchanged |
| S.E.E.D. Planning Group LLC | 11,788 | $6.46M | 2.18% | −1,219−9.4% | Reduced |
| Mather Group, LLC. | 11,777 | $6.46M | 0.07% | −15−0.1% | Reduced |
| Vista Investment Partners LLC | 11,764 | $6.45M | 1.97% | +41+0.3% | Added |
| Grimes & Company, Inc. | 11,697 | $6.41M | 0.20% | −29−0.2% | Reduced |
| BancorpSouth Bank | 11,684 | $6.40M | 0.46% | +199+1.7% | Added |
| Profund Advisors LLC | 11,631 | $6.38M | 0.28% | −1,039−8.2% | Reduced |
| Aptus Capital Advisors, LLC | 11,628 | $6.37M | 0.07% | +933+8.7% | Added |
| Icon Advisers Inc | 11,615 | $6.37M | 1.49% | −350−2.9% | Reduced |
| AlpenGlobal Capital LLC | 11,600 | $6.36M | 4.59% | +155+1.4% | Added |
| Massmutual Trust Co FSB | 11,522 | $6.32M | 0.18% | +346+3.1% | Added |
| GeoWealth Management, LLC | 11,520 | $6.31M | 0.25% | −1,619−12.3% | Reduced |
| KP Management LLC | 11,500 | $6.30M | 2.42% | −1,000−8.0% | Reduced |
| Alphinity Investment Management Pty Ltd | 11,494 | $6.30M | 0.04% | +574+5.3% | Added |
| Silvercrest Asset Management Group LLC | 11,490 | $6.30M | 0.05% | +2,665+30.2% | Added |
| Fortis Capital Management LLC | 11,473 | $6.29M | 1.22% | +454+4.1% | Added |
| Berkeley, Inc | 11,463 | $6.28M | 2.95% | −199−1.7% | Reduced |
| Insigneo Advisory Services, LLC | 11,454 | $6.28M | 0.65% | +839+7.9% | Added |
| Advanced Asset Management Advisors Inc | 11,450 | $6.28M | 1.73% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 11,408 | $6.25M | 0.87% | −193−1.7% | Reduced |
| Change Path, LLC | 11,338 | $6.21M | 0.19% | +9+0.1% | Added |
| Ascent Wealth Partners, LLC | 11,272 | $6.18M | 0.83% | +670+6.3% | Added |
| FourThought Financial Partners, LLC | 11,149 | $6.11M | 0.64% | −6−0.1% | Reduced |
| Boit C F David | 11,140 | $6.11M | 3.06% | 00.0% | Unchanged |
| 1st Source Bank | 11,136 | $6.10M | 0.36% | −6−0.1% | Reduced |
| Yacktman Asset Management LP | 11,130 | $6.10M | 0.08% | 00.0% | Unchanged |
| Strategic Global Advisors, LLC | 11,127 | $6.10M | 1.21% | −379−3.3% | Reduced |
| Dempze Nancy E | 11,091 | $6.08M | 3.65% | +30+0.3% | Added |
| Keebeck Wealth Management, LLC | 11,039 | $6.05M | 0.89% | −111−1.0% | Reduced |
| Jupiter Wealth Management LLC | 10,312 | $6.05M | 3.66% | −549−5.1% | Reduced |
| StoneX Group Inc. | 10,988 | $6.02M | 0.33% | −123−1.1% | Reduced |
| Alerus Financial NA | 10,969 | $6.01M | 0.48% | +10+0.1% | Added |
| Cyndeo Wealth Partners, LLC | 10,968 | $6.01M | 0.39% | +1,072+10.8% | Added |
| BFSG, LLC | 10,967 | $6.01M | 0.73% | −173−1.6% | Reduced |
| Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 10,964 | $6.01M | 1.50% | 00.0% | Unchanged |
| Financial Counselors Inc | 10,883 | $5.97M | 0.09% | −327−2.9% | Reduced |
| Old National Bancorp | 10,869 | $5.96M | 0.16% | +178+1.7% | Added |
| Fairbanks Capital Management, Inc. | 10,868 | $5.96M | 3.83% | −956−8.1% | Reduced |
| Berbice Capital Management LLC | 10,862 | $5.95M | 5.13% | +30+0.3% | Added |
| One Capital Management, LLC | 10,857 | $5.95M | 0.20% | +246+2.3% | Added |
| Taikang Asset Management (Hong Kong) Co Ltd | 10,848 | $5.95M | 0.81% | 00.0% | Unchanged |
| WSFS Capital Management, LLC | 10,838 | $5.94M | 0.36% | −2,906−21.1% | Reduced |
| Central Pacific Bank - Trust Division | 10,815 | $5.93M | 0.82% | +13+0.1% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 10,800 | $5.92M | 2.79% | +1,565+16.9% | Added |
| Gladstone Institutional Advisory LLC | 10,778 | $5.91M | 0.28% | +974+9.9% | Added |
| Jaffetilchin Investment Partners, LLC | 10,765 | $5.90M | 0.43% | +8+0.1% | Added |
| Azzad Asset Management Inc | 10,737 | $5.89M | 0.69% | +262+2.5% | Added |
| Kennedy Investment Group | 10,721 | $5.88M | 2.73% | +18+0.2% | Added |
| Prospera Financial Services Inc | 10,704 | $5.87M | 0.13% | +350+3.4% | Added |
| Diversify Wealth Management, LLC | 10,842 | $5.85M | 0.43% | +389+3.7% | Added |
| Qtron Investments LLC | 10,627 | $5.82M | 0.87% | −53−0.5% | Reduced |
| Moneta Group Investment Advisors LLC | 10,611 | $5.82M | 0.08% | +750+7.6% | Added |
| Reliant Investment Management, LLC | 10,578 | $5.80M | 3.01% | +84+0.8% | Added |
| BKD Wealth Advisors, LLC | 10,575 | $5.80M | 0.14% | −155−1.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,569 | $5.79M | 0.10% | 00.0% | Unchanged |
| Connable Office Inc | 10,567 | $5.79M | 0.62% | −2,224−17.4% | Reduced |
| ROI Financial Advisors, LLC | 10,565 | $5.79M | 4.21% | −135−1.3% | Reduced |
| IHT Wealth Management, LLC | 10,546 | $5.78M | 0.18% | +91+0.9% | Added |
| Aviance Capital Partners, LLC | 10,522 | $5.77M | 0.81% | +80+0.8% | Added |
| Aft, Forsyth & Company, Inc. | 10,510 | $5.76M | 3.11% | 00.0% | Unchanged |
| Legacy Advisors, LLC | 10,494 | $5.75M | 0.61% | −298−2.8% | Reduced |
| Capital Group Investment Management Pte. Ltd. | 10,475 | $5.74M | 1.17% | −1,372−11.6% | Reduced |
| Princeton Capital Management LLC | 10,475 | $5.74M | 2.02% | +39+0.4% | Added |
| Grove Bank & Trust | 10,464 | $5.74M | 0.77% | +1,074+11.4% | Added |
| NovaPoint Capital, LLC | 10,434 | $5.72M | 1.76% | +81+0.8% | Added |
| K.J. Harrison & Partners Inc | 10,426 | $5.71M | 1.12% | +68+0.7% | Added |
| Syon Capital LLC | 10,424 | $5.71M | 0.47% | +1,617+18.4% | Added |
| Globeflex Capital L P | 10,401 | $5.70M | 0.53% | 00.0% | Unchanged |
| Reuter James Wealth Management, LLC | 10,386 | $5.69M | 0.99% | +10+0.1% | Added |
| Private Trust Co NA | 10,368 | $5.68M | 0.58% | +542+5.5% | Added |
| Western Wealth Management, LLC | 10,359 | $5.68M | 0.38% | −1,611−13.5% | Reduced |
| S&CO Inc | 10,357 | $5.68M | 0.38% | +156+1.5% | Added |
| NorthRock Partners, LLC | 10,308 | $5.65M | 0.19% | +262+2.6% | Added |
| Chicago Partners Investment Group LLC | 9,969 | $5.65M | 0.19% | −265−2.6% | Reduced |
| Agf Management Ltd | 10,187 | $5.58M | 0.03% | −109−1.1% | Reduced |
| Dynasty Wealth Management, LLC | 10,177 | $5.58M | 0.09% | −184−1.8% | Reduced |
| ICW Investment Advisors LLC | 10,140 | $5.56M | 2.26% | −74−0.7% | Reduced |
| General Partner, Inc. | 10,103 | $5.54M | 3.61% | −1,250−11.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 10,100 | $5.54M | 1.45% | +7,500+288.5% | Added |
| Fairview Capital Investment Management, LLC | 10,086 | $5.53M | 0.29% | −240−2.3% | Reduced |
| Stanley-Laman Group, Ltd. | 10,078 | $5.52M | 0.85% | −689−6.4% | Reduced |
| Soltis Investment Advisors LLC | 10,072 | $5.52M | 0.49% | −398−3.8% | Reduced |
| Bank Ozk | 10,039 | $5.50M | 2.29% | +465+4.9% | Added |
| Wedmont Private Capital | 10,777 | $5.49M | 0.28% | +409+3.9% | Added |
| Winmill & Co. Inc | 10,000 | $5.48M | 1.67% | 00.0% | Unchanged |
| Channing Global Advisors, LLC | 10,000 | $5.48M | 3.73% | +12+0.1% | Added |
| Hikari Power Ltd | 10,000 | $5.48M | 0.43% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 9,965 | $5.46M | 1.38% | +88+0.9% | Added |
| Mirabaud Asset Management Ltd | 10,097 | $5.46M | 2.85% | −1,899−15.8% | Reduced |