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 10 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 |
|---|---|---|---|---|---|
| Charles Schwab Trust Co | 6,611 | $3.62M | 0.30% | −1,370−17.2% | Reduced |
| HBK Sorce Advisory LLC | 6,609 | $3.62M | 0.11% | −57−0.9% | Reduced |
| Redmond Asset Management, LLC | 6,606 | $3.62M | 0.93% | +72+1.1% | Added |
| Duncan Williams Asset Management, LLC | 6,595 | $3.61M | 1.31% | +272+4.3% | Added |
| Simmons Bank | 6,591 | $3.61M | 0.27% | −75−1.1% | Reduced |
| Lindbrook Capital, LLC | 6,585 | $3.61M | 0.33% | +862+15.1% | Added |
| Modus Advisors, LLC | 6,573 | $3.60M | 1.18% | −58−0.9% | Reduced |
| Country Club Bank | 6,655 | $3.60M | 0.24% | +4+0.1% | Added |
| NBT Bank N A | 6,542 | $3.59M | 0.26% | −487−6.9% | Reduced |
| Howland Capital Management LLC | 6,527 | $3.58M | 0.16% | +1,685+34.8% | Added |
| Accurate Wealth Management, LLC | 6,999 | $3.57M | 0.68% | −108−1.5% | Reduced |
| State of Wyoming | 6,488 | $3.56M | 0.47% | +592+10.0% | Added |
| Sheaff Brock Investment Advisors, LLC | 6,483 | $3.55M | 0.33% | −5−0.1% | Reduced |
| Strategic Planning Group, LLC | 6,474 | $3.55M | 0.69% | +801+14.1% | Added |
| Arjuna Capital | 6,457 | $3.54M | 0.98% | −718−10.0% | Reduced |
| Centre Asset Management, LLC | 6,450 | $3.54M | 0.91% | +6,450 | New |
| Farmers & Merchants Investments Inc | 6,428 | $3.52M | 0.11% | +15+0.2% | Added |
| Semmax Financial Advisors Inc. | 6,192 | $3.52M | 0.95% | −388−5.9% | Reduced |
| Segment Wealth Management, LLC | 6,417 | $3.52M | 0.24% | +596+10.2% | Added |
| Peoples Financial Services Corp. | 6,417 | $3.52M | 1.69% | −532−7.7% | Reduced |
| Americana Partners, LLC | 6,411 | $3.51M | 0.14% | +596+10.2% | Added |
| Maia Wealth LLC | 6,808 | $3.49M | 0.79% | −90−1.3% | Reduced |
| Kendall Capital Management | 6,343 | $3.48M | 1.02% | +46+0.7% | Added |
| Woodard & Co Asset Management Group Inc | 6,333 | $3.47M | 0.73% | −1,143−15.3% | Reduced |
| Resonant Capital Advisors, LLC | 6,329 | $3.47M | 0.24% | +378+6.4% | Added |
| Fortune Financial Advisors, LLC | 6,314 | $3.46M | 2.98% | +65+1.0% | Added |
| SummitTX Capital, L.P. | 6,309 | $3.46M | 0.15% | +6,309 | New |
| Angeles Wealth Management, LLC | 6,304 | $3.46M | 0.29% | +22+0.4% | Added |
| Prosperity Consulting Group, LLC | 6,264 | $3.43M | 0.27% | −186−2.9% | Reduced |
| Centric Wealth Management | 6,207 | $3.40M | 0.89% | −425−6.4% | Reduced |
| SeaBridge Investment Advisors LLC | 6,199 | $3.40M | 0.73% | +261+4.4% | Added |
| Sunbelt Securities, Inc. | 6,179 | $3.39M | 0.30% | −301−4.6% | Reduced |
| Saturna Capital CORP | 6,172 | $3.38M | 0.05% | −650−9.5% | Reduced |
| Holderness Investments Co | 6,164 | $3.38M | 0.79% | +36+0.6% | Added |
| B & T Capital Management DBA Alpha Capital Management | 6,155 | $3.37M | 0.64% | −93−1.5% | Reduced |
| Avestar Capital, LLC | 6,152 | $3.37M | 0.32% | +540+9.6% | Added |
| Oak Harvest Investment Services | 6,149 | $3.37M | 0.47% | +319+5.5% | Added |
| Alpha Omega Wealth Management LLC | 6,133 | $3.36M | 0.64% | −11−0.2% | Reduced |
| Boston Trust Walden Corp | 6,124 | $3.36M | 0.02% | −50−0.8% | Reduced |
| Aventura Private Wealth, LLC | 6,117 | $3.35M | 1.76% | +580+10.5% | Added |
| Fidelis Capital Partners, LLC | 6,251 | $3.33M | 0.35% | +66+1.1% | Added |
| Bell Bank | 6,083 | $3.33M | 0.18% | +403+7.1% | Added |
| Optas, LLC | 6,072 | $3.33M | 0.58% | +95+1.6% | Added |
| Prosperitas Financial LLC | 6,035 | $3.31M | 1.71% | +260+4.5% | Added |
| Applied Capital LLC | 6,028 | $3.30M | 2.66% | 00.0% | Unchanged |
| Cordatus Wealth Management LLC | 6,024 | $3.30M | 0.91% | +300+5.2% | Added |
| Leonteq Securities AG | 6,081 | $3.30M | 0.25% | −3,837−38.7% | Reduced |
| Putney Financial Group LLC | 6,019 | $3.30M | 3.47% | −98−1.6% | Reduced |
| ProVise Management Group, LLC | 6,011 | $3.29M | 0.28% | −20.0% | Reduced |
| Simplicity Wealth,LLC | 6,004 | $3.29M | 0.26% | +3,512+140.9% | Added |
| Tsai Capital Corp | 5,999 | $3.29M | 2.70% | −72−1.2% | Reduced |
| Csenge Advisory Group | 6,332 | $3.28M | 0.19% | −109−1.7% | Reduced |
| Wealth Group, Ltd. | 5,952 | $3.26M | 2.11% | +211+3.7% | Added |
| Dudley Capital Management, LLC | 5,950 | $3.26M | 1.74% | −150−2.5% | Reduced |
| Voya Financial Advisors, Inc. | 6,025 | $3.26M | 0.36% | −188−3.0% | Reduced |
| Staley Capital Advisers Inc | 5,942 | $3.26M | 0.15% | +219+3.8% | Added |
| Walled Lake Planning & Wealth Management, LLC | 5,920 | $3.24M | 1.15% | +5+0.1% | Added |
| Chatham Capital Group, Inc. | 5,917 | $3.24M | 0.54% | +77+1.3% | Added |
| Weatherly Asset Management L. P. | 5,914 | $3.24M | 0.29% | +150+2.6% | Added |
| Cornerstone Wealth Group, LLC | 5,907 | $3.24M | 0.27% | −126−2.1% | Reduced |
| Invesco, LLC | 5,905 | $3.24M | 1.33% | −1,237−17.3% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 5,900 | $3.23M | 1.02% | −600−9.2% | Reduced |
| Gables Capital Management Inc. | 5,894 | $3.23M | 1.60% | −35−0.6% | Reduced |
| AMG National Trust Bank | 5,893 | $3.23M | 0.09% | −44−0.7% | Reduced |
| Ssa Swiss Advisors AG | 5,880 | $3.22M | 1.65% | +5,880 | New |
| Aaron Wealth Advisors | 5,825 | $3.19M | 0.37% | +355+6.5% | Added |
| Parkside Financial Bank & Trust | 5,813 | $3.19M | 0.41% | +607+11.7% | Added |
| Midwest Professional Planners, LTD. | 5,765 | $3.16M | 0.98% | +542+10.4% | Added |
| Savoie Capital LLC | 6,000 | $3.16M | 0.38% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 5,756 | $3.16M | 0.41% | +137+2.4% | Added |
| Vista Investment Partners II, LLC | 5,730 | $3.14M | 1.74% | +378+7.1% | Added |
| SCS Capital Management LLC | 5,728 | $3.14M | 0.04% | +5,728 | New |
| Dale Q Rice Investment Management Ltd | 5,722 | $3.14M | 1.62% | −586−9.3% | Reduced |
| Lynx Investment Advisory | 5,702 | $3.13M | 2.08% | +7+0.1% | Added |
| Howard Capital Management Inc. | 5,699 | $3.12M | 0.08% | −875−13.3% | Reduced |
| Patten & Patten Inc | 5,659 | $3.10M | 0.21% | +22+0.4% | Added |
| SageView Advisory Group, LLC | 5,647 | $3.10M | 0.13% | −74−1.3% | Reduced |
| Strategic Advisors LLC | 5,642 | $3.09M | 0.60% | −67−1.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 5,624 | $3.08M | 0.28% | −199−3.4% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 5,612 | $3.08M | 0.94% | +125+2.3% | Added |
| Elmwood Wealth Management, Inc. | 5,610 | $3.07M | 1.26% | −185−3.2% | Reduced |
| Asset Dedication, LLC | 5,604 | $3.07M | 0.25% | −438−7.2% | Reduced |
| Enterprise Financial Services Corp | 5,603 | $3.07M | 1.82% | −26−0.5% | Reduced |
| Atlantic Trust, LLC | 5,586 | $3.06M | 0.68% | +170+3.1% | Added |
| Koshinski Asset Management, Inc. | 5,573 | $3.05M | 0.26% | +651+13.2% | Added |
| Visionary Wealth Advisors | 5,565 | $3.05M | 0.18% | +19+0.3% | Added |
| Mirabaud & Cie SA | 5,558 | $3.05M | 1.04% | −1,150−17.1% | Reduced |
| VCI Wealth Management LLC | 5,530 | $3.03M | 1.27% | −173−3.0% | Reduced |
| WealthBridge Capital Management, LLC | 5,526 | $3.03M | 0.86% | −6−0.1% | Reduced |
| Piscataqua Savings Bank | 5,526 | $3.03M | 2.68% | −30−0.5% | Reduced |
| Unique Wealth Strategies, LLC | 5,524 | $3.03M | 1.37% | −206−3.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 5,521 | $3.03M | 1.56% | −167−2.9% | Reduced |
| Everhart Financial Group, Inc. | 5,518 | $3.02M | 0.41% | +867+18.6% | Added |
| Marion Wealth Management | 5,517 | $3.02M | 0.81% | −238−4.1% | Reduced |
| Matthew 25 Management Corp | 5,500 | $3.01M | 1.11% | −1,000−15.4% | Reduced |
| Headinvest, LLC | 5,500 | $3.01M | 0.59% | +278+5.3% | Added |
| Sendero Wealth Management, LLC | 5,485 | $3.01M | 0.42% | +808+17.3% | Added |
| Benchmark Investment Advisors LLC | 5,474 | $3.00M | 1.94% | +114+2.1% | Added |
| Plancorp, LLC | 5,467 | $3.00M | 0.12% | +2,782+103.6% | Added |
| Goldstone Financial Group, LLC | 5,452 | $2.99M | 0.45% | +147+2.8% | Added |