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 |
|---|---|---|---|---|---|
| Cloverfields Capital Group, LP | 9,951 | $5.45M | 1.80% | −426−4.1% | Reduced |
| Summit Financial, LLC | 9,936 | $5.45M | 0.15% | −1,199−10.8% | Reduced |
| Karani Asset Management LLC | 9,888 | $5.42M | 5.74% | −2,360−19.3% | Reduced |
| Jasper Ridge Partners, L.P. | 9,879 | $5.41M | 0.17% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 9,875 | $5.41M | 0.10% | −1,792−15.4% | Reduced |
| American Trust | 9,864 | $5.41M | 1.33% | −2,421−19.7% | Reduced |
| J.W. Cole Advisors, Inc. | 9,852 | $5.40M | 0.17% | +3,260+49.5% | Added |
| Dorsey & Whitney Trust CO LLC | 9,845 | $5.40M | 0.31% | +351+3.7% | Added |
| AXS Investments LLC | 9,807 | $5.38M | 1.49% | −1,473−13.1% | Reduced |
| Martin Capital Advisors, LLP | 9,729 | $5.33M | 3.80% | −140−1.4% | Reduced |
| Geneos Wealth Management Inc. | 9,720 | $5.33M | 0.18% | +954+10.9% | Added |
| Greenline Partners, LLC | 9,677 | $5.30M | 0.77% | +44+0.5% | Added |
| Harbour Investments, Inc. | 9,651 | $5.29M | 0.15% | +192+2.0% | Added |
| Bremer Bank National Association | 9,642 | $5.28M | 0.94% | +586+6.5% | Added |
| Processus Wealth & Capital Management, LLC | 9,633 | $5.28M | 4.50% | +19+0.2% | Added |
| RB Capital Management, LLC | 9,603 | $5.26M | 1.28% | +63+0.7% | Added |
| Pragma Gestao de Patrimonio Ltd | 9,600 | $5.26M | 2.82% | +9,600 | New |
| Northeast Financial Consultants Inc | 9,597 | $5.26M | 0.23% | −365−3.7% | Reduced |
| Institute for Wealth Management, LLC. | 9,590 | $5.26M | 0.68% | −58−0.6% | Reduced |
| Private Wealth Partners, LLC | 9,561 | $5.24M | 0.43% | +20.0% | Added |
| Gryphon Financial Partners LLC | 9,546 | $5.23M | 0.75% | +383+4.2% | Added |
| Synergy Financial Management, LLC | 9,541 | $5.23M | 0.66% | −9,831−50.7% | Reduced |
| AlTi Global, Inc. | 9,543 | $5.23M | 0.14% | −327−3.3% | Reduced |
| L.M. Kohn & Company | 9,526 | $5.22M | 1.36% | −363−3.7% | Reduced |
| Leelyn Smith, LLC | 9,496 | $5.20M | 0.92% | −10−0.1% | Reduced |
| Richard Bernstein Advisors LLC | 9,447 | $5.18M | 0.13% | −423−4.3% | Reduced |
| Trust Asset Management LLC | 9,447 | $5.18M | 0.42% | −314−3.2% | Reduced |
| Wambolt & Associates, LLC | 9,434 | $5.17M | 1.76% | −259−2.7% | Reduced |
| Sigma Planning Corp | 9,431 | $5.17M | 0.16% | −144−1.5% | Reduced |
| Smithbridge Asset Management Inc | 9,426 | $5.17M | 0.96% | +9,426 | New |
| Summit X, LLC | 9,385 | $5.14M | 1.08% | −370−3.8% | Reduced |
| Bretton Capital Management, LLC | 9,380 | $5.14M | 4.87% | 00.0% | Unchanged |
| In-Depth Partners, LLC | 9,362 | $5.13M | 5.89% | +337+3.7% | Added |
| Grafton Street Partners Fund, LP | 9,345 | $5.12M | 3.94% | −1,807−16.2% | Reduced |
| Cornerstone Advisory, LLC | 9,145 | $5.11M | 0.60% | +55+0.6% | Added |
| BBR Partners, LLC | 9,305 | $5.10M | 0.36% | −235−2.5% | Reduced |
| UBS Oconnor LLC | 9,300 | $5.10M | 0.12% | +9,300 | New |
| Violich Capital Management, Inc. | 9,271 | $5.08M | 0.69% | +228+2.5% | Added |
| Anchor Investment Management, LLC | 9,267 | $5.08M | 0.47% | +43+0.5% | Added |
| Grandfield & Dodd, LLC | 9,267 | $5.08M | 0.31% | +28+0.3% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,264 | $5.08M | 0.19% | −1,384−13.0% | Reduced |
| Galvin, Gaustad & Stein, LLC | 9,235 | $5.06M | 0.45% | −298−3.1% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 9,207 | $5.05M | 0.75% | +9,207 | New |
| Flagship Harbor Advisors, LLC | 9,199 | $5.04M | 0.27% | +8+0.1% | Added |
| DSG Capital Advisors, LLC | 9,184 | $5.03M | 1.02% | −95−1.0% | Reduced |
| Morningstar Investment Services LLC | 9,175 | $5.03M | 0.92% | −13,744−60.0% | Reduced |
| Silphium Asset Management Ltd | 9,120 | $5.00M | 4.03% | +9+0.1% | Added |
| BOK Financial Private Wealth, Inc. | 9,105 | $4.99M | 0.37% | −1,109−10.9% | Reduced |
| Smartleaf Asset Management LLC | 9,198 | $4.97M | 0.48% | +86+0.9% | Added |
| Whitford Management LLC | 9,046 | $4.96M | 6.35% | −28,929−76.2% | Reduced |
| Managed Asset Portfolios, LLC | 9,032 | $4.95M | 0.69% | +9,032 | New |
| Moody National Bank Trust Division | 9,030 | $4.95M | 0.52% | −106−1.2% | Reduced |
| Farmers National Bank | 9,000 | $4.93M | 1.39% | −251−2.7% | Reduced |
| Ashton Thomas Private Wealth, LLC | 8,986 | $4.93M | 0.19% | −1,062−10.6% | Reduced |
| Stonebridge Financial Group, LLC | 8,966 | $4.91M | 0.52% | +119+1.3% | Added |
| CWA Asset Management Group, LLC | 8,956 | $4.91M | 0.24% | +434+5.1% | Added |
| Inspirion Wealth Advisors, LLC | 8,935 | $4.90M | 0.68% | +15+0.2% | Added |
| Sava Infond d.o.o. | 8,895 | $4.88M | 0.93% | −350−3.8% | Reduced |
| Tranquility Partners, LLC | 8,892 | $4.87M | 1.88% | −223−2.4% | Reduced |
| Checchi Capital Advisers, LLC | 8,869 | $4.86M | 0.34% | +222+2.6% | Added |
| Bey-Douglas LLC | 8,850 | $4.85M | 4.43% | −79−0.9% | Reduced |
| Clarius Group, LLC | 8,829 | $4.84M | 0.30% | +1,162+15.2% | Added |
| Laurion Capital Management LP | 8,800 | $4.82M | 0.37% | +8,176+1,310.3% | Added |
| Advocate Group LLC | 8,790 | $4.82M | 0.88% | +10+0.1% | Added |
| Okabena Investment Services Inc | 8,768 | $4.81M | 1.21% | +4,393+100.4% | Added |
| Mirova | 8,751 | $4.80M | 0.86% | −1,077−11.0% | Reduced |
| Dana Investment Advisors, Inc. | 8,740 | $4.79M | 0.17% | +34+0.4% | Added |
| Petredis Investment Advisors LLC | 8,717 | $4.78M | 0.50% | +120+1.4% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 8,662 | $4.75M | 0.31% | −182−2.1% | Reduced |
| Sagespring Wealth Partners, LLC | 8,628 | $4.73M | 0.12% | +1,193+16.0% | Added |
| Strengthening Families & Communities, LLC | 8,714 | $4.73M | 2.89% | +369+4.4% | Added |
| Ceera Investments, LLC | 8,625 | $4.73M | 1.63% | −60−0.7% | Reduced |
| Courier Capital LLC | 8,619 | $4.72M | 0.31% | +1,275+17.4% | Added |
| Citizens Business Bank | 8,618 | $4.72M | 1.02% | +1,846+27.3% | Added |
| Goelzer Investment Management, Inc. | 8,605 | $4.72M | 0.27% | +74+0.9% | Added |
| GHP Investment Advisors, Inc. | 8,586 | $4.71M | 0.23% | −11−0.1% | Reduced |
| Moors & Cabot, Inc. | 8,581 | $4.70M | 0.24% | −131−1.5% | Reduced |
| Peddock Capital Advisors, LLC | 8,561 | $4.69M | 1.19% | −161−1.8% | Reduced |
| Mathes Company, Inc. | 8,554 | $4.69M | 1.91% | −340−3.8% | Reduced |
| Weik Capital Management | 8,506 | $4.66M | 1.90% | −110−1.3% | Reduced |
| Monetary Management Group Inc | 8,490 | $4.65M | 1.26% | +25+0.3% | Added |
| Aigen Investment Management, LP | 8,473 | $4.64M | 0.74% | +8,473 | New |
| Belpointe Asset Management LLC | 8,454 | $4.63M | 0.24% | −794−8.6% | Reduced |
| Kirtland Hills Capital Management, LLC | 8,956 | $4.63M | 2.82% | +222+2.5% | Added |
| North Star Investment Management Corp. | 8,435 | $4.62M | 0.34% | −654−7.2% | Reduced |
| Alliance Wealth Advisors, LLC | 8,418 | $4.61M | 1.20% | −806−8.7% | Reduced |
| Orser Capital Management, LLC | 8,389 | $4.60M | 3.67% | 00.0% | Unchanged |
| Consolidated Planning Corp | 8,388 | $4.60M | 0.63% | +756+9.9% | Added |
| Rockline Wealth Management, LLC | 8,335 | $4.57M | 1.27% | +507+6.5% | Added |
| Archford Capital Strategies, LLC | 8,311 | $4.56M | 0.67% | +1,142+15.9% | Added |
| Brookstone Capital Management | 8,292 | $4.55M | 0.07% | +246+3.1% | Added |
| Schmidt P J Investment Management Inc | 8,291 | $4.54M | 0.83% | −11−0.1% | Reduced |
| Kampmann Melissa S. | 8,278 | $4.54M | 3.59% | −22−0.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 8,296 | $4.54M | 1.07% | +4,161+100.6% | Added |
| Promethos Capital, LLC | 8,238 | $4.52M | 1.66% | −220−2.6% | Reduced |
| Citizens & Northern Corp | 8,231 | $4.51M | 1.27% | +59+0.7% | Added |
| Ameritas Advisory Services, LLC | 8,485 | $4.51M | 0.18% | −1,695−16.7% | Reduced |
| SBI Securities Co., Ltd. | 8,227 | $4.51M | 0.15% | +380+4.8% | Added |
| Cigna Investments Inc | 8,219 | $4.50M | 0.84% | −174−2.1% | Reduced |
| WD Rutherford LLC | 8,704 | $4.50M | 2.40% | −146−1.6% | Reduced |