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; 3,634 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, Q3 2025
Institutional positions in Mastercard Inc as of Sep 30, 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
- 3,511
- +35 vs. Q2 2025
- Shares held
- 782.9M
- −2.04M (−0.3%) vs. Q2 2025
- Total value
- $445.2B
- +$4.40B (+1.0%) vs. Q2 2025
- New holders
- 169
- 1,467 more added
- Sold out
- 134
- 1,323 more reduced
60 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2025: 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 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $450.8B |
| Q3 2025 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Delta Accumulation, LLC | 1,026 | $506.6K | 2.86% | +1+0.1% | Added |
| Safeguard Investment Advisory Group, LLC | 893 | $507.5K | 0.13% | +113+14.5% | Added |
| Bedel Financial Consulting, Inc. | 893 | $507.9K | 0.06% | −2−0.2% | Reduced |
| AGH Wealth Advisors, LLC | 897 | $510.2K | 0.37% | +25+2.9% | Added |
| Cynosure Management, LLC | 898 | $510.8K | 0.06% | 00.0% | Unchanged |
| Par Capital Management Inc | 900 | $511.9K | 0.02% | 00.0% | Unchanged |
| WBI Investments | 901 | $512.2K | 0.13% | +901 | New |
| Trust Co of Virginia | 901 | $512.5K | 0.04% | +112+14.2% | Added |
| Private Client Services, LLC | 901 | $512.5K | 0.17% | −7−0.8% | Reduced |
| Illumine Investment Management, LLC | 902 | $513.1K | 0.37% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 902 | $513.1K | 0.14% | +121+15.5% | Added |
| Pinnacle Bancorp, Inc. | 904 | $514.2K | 0.15% | +46+5.4% | Added |
| Hudock, Inc. | 906 | $515.4K | 0.08% | +1+0.1% | Added |
| Paces Ferry Wealth Advisors, LLC | 906 | $515.6K | 0.21% | −3−0.3% | Reduced |
| New Wave Wealth Advisors LLC | 907 | $515.9K | 0.20% | −52−5.4% | Reduced |
| Heritage Oak Wealth Advisors LLC | 908 | $516.5K | 0.19% | +9+1.0% | Added |
| Hartmann Taylor Wealth Management, LLC | 908 | $516.5K | 0.37% | +16+1.8% | Added |
| Heck Capital Advisors, LLC | 908 | $516.5K | 0.04% | +48+5.6% | Added |
| Navalign, LLC | 909 | $517.0K | 0.14% | 00.0% | Unchanged |
| Retirement Planning Co of New England, Inc. | 911 | $518.1K | 0.21% | +1+0.1% | Added |
| Promethium Advisors,llc | 912 | $518.8K | 0.30% | 00.0% | Unchanged |
| RVW Wealth, LLC | 918 | $521.9K | 0.04% | 00.0% | Unchanged |
| Lineweaver Wealth Advisors, LLC | 919 | $522.8K | 0.08% | −29−3.1% | Reduced |
| Kanawha Capital Management LLC | 920 | $523.2K | 0.04% | −22−2.3% | Reduced |
| Coastal Investment Advisors, Inc. | 920 | $523.4K | 0.18% | +2+0.2% | Added |
| Valued Retirements, Inc. | 936 | $526.0K | 0.59% | 00.0% | Unchanged |
| Sandy Cove Advisors, LLC | 925 | $526.3K | 0.17% | −4−0.4% | Reduced |
| Drake & Associates, LLC | 951 | $526.4K | 0.11% | −190−16.7% | Reduced |
| Boothbay Fund Management, LLC | 927 | $527.3K | 0.01% | +231+33.2% | Added |
| Financial Advisors Network, Inc. | 930 | $528.9K | 0.07% | 00.0% | Unchanged |
| Strategies Wealth Advisors, LLC | 930 | $529.3K | 0.06% | −41−4.2% | Reduced |
| Altfest L J & Co Inc | 936 | $532.4K | 0.06% | +59+6.7% | Added |
| Betterment LLC | 937 | $533.0K | 0.00% | −10−1.1% | Reduced |
| Northstar Group, Inc. | 937 | $533.0K | 0.08% | +45+5.0% | Added |
| apricus wealth, LLC | 941 | $535.3K | 0.29% | +67+7.7% | Added |
| Magnolia Private Wealth, LLC | 942 | $535.8K | 0.39% | +33+3.6% | Added |
| MBE Wealth Management, LLC | 943 | $536.4K | 0.23% | 00.0% | Unchanged |
| L.M. Kohn & Company | 945 | $537.5K | 0.65% | −8,149−89.6% | Reduced |
| Pullen Investment Management, LLC | 945 | $537.5K | 0.29% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 946 | $538.1K | 0.34% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 948 | $539.2K | 0.25% | −14−1.5% | Reduced |
| Retirement Planning Group | 949 | $539.9K | 0.02% | +128+15.6% | Added |
| Richards, Merrill & Peterson, Inc. | 952 | $541.6K | 0.23% | −12−1.2% | Reduced |
| Sage Private Wealth Group, LLC | 952 | $541.7K | 0.30% | +69+7.8% | Added |
| BankPlus Trust Department | 953 | $542.1K | 0.15% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 954 | $542.6K | 0.13% | −1−0.1% | Reduced |
| LWM Advisory Services, LLC | 944 | $543.8K | 0.32% | +6+0.6% | Added |
| Rothschild Capital Partners, LLC | 960 | $546.1K | 0.13% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 960 | $546.1K | 0.31% | 00.0% | Unchanged |
| Liberty Wealth Management LLC | 963 | $547.7K | 0.08% | 00.0% | Unchanged |
| Symphony Financial Services, Inc. | 963 | $547.9K | 0.29% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 965 | $549.0K | 0.21% | −5−0.5% | Reduced |
| Brookwood Investment Group LLC | 966 | $549.2K | 0.07% | −757−43.9% | Reduced |
| Barlow Wealth Partners, Inc. | 962 | $549.6K | 0.06% | −202−17.4% | Reduced |
| Highland Capital Management, LLC | 967 | $550.0K | 0.03% | −9,570−90.8% | Reduced |
| Catalyst Private Wealth, LLC | 970 | $551.7K | 0.24% | +13+1.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 972 | $552.9K | 0.31% | −1,127−53.7% | Reduced |
| PUREfi Wealth, LLC | 972 | $552.9K | 0.43% | −10−1.0% | Reduced |
| Lee Danner & Bass Inc | 973 | $553.3K | 0.04% | 00.0% | Unchanged |
| Burns J W & Co Inc | 974 | $554.0K | 0.06% | −3−0.3% | Reduced |
| Wilkins Investment Counsel Inc | 975 | $554.6K | 0.08% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 976 | $555.2K | 0.23% | +831+573.1% | Added |
| Spectrum Wealth Advisory Group, LLC | 976 | $555.2K | 0.23% | −1−0.1% | Reduced |
| Clarity Wealth Development LLC | 985 | $557.3K | 0.50% | −25−2.5% | Reduced |
| Intrua Financial, LLC | 980 | $557.5K | 0.07% | +127+14.9% | Added |
| Center For Asset Management LLC | 981 | $558.0K | 0.30% | −59−5.7% | Reduced |
| XML Financial, LLC | 982 | $558.6K | 0.05% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 982 | $558.6K | 0.21% | −13−1.3% | Reduced |
| Redwood Financial Network Corp | 983 | $559.2K | 0.35% | −11−1.1% | Reduced |
| BlackDiamond Wealth Management Inc. | 985 | $560.3K | 0.31% | +42+4.5% | Added |
| New Covenant Trust Company, N.A. | 985 | $560.3K | 0.52% | +86+9.6% | Added |
| Consilio Wealth Advisors, LLC | 985 | $560.4K | 0.18% | +15+1.5% | Added |
| Quartz Partners, LLC | 986 | $560.7K | 0.20% | +194+24.5% | Added |
| Flagship Wealth Advisors, LLC | 991 | $563.7K | 0.19% | 00.0% | Unchanged |
| MQS Management LLC | 991 | $563.7K | 0.33% | +172+21.0% | Added |
| Discipline Wealth Solutions, LLC | 994 | $565.4K | 0.15% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,002 | $565.8K | 0.03% | −8−0.8% | Reduced |
| Crews Bank & Trust | 997 | $567.1K | 0.08% | −25−2.4% | Reduced |
| Revisor Wealth Management LLC | 1,005 | $568.2K | 0.20% | −166−14.2% | Reduced |
| Kanen Wealth Management LLC | 1,000 | $568.8K | 0.19% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 1,000 | $568.8K | 0.55% | 00.0% | Unchanged |
| Walkner Condon Financial Advisors LLC | 1,001 | $569.4K | 0.09% | +42+4.4% | Added |
| Oak Harbor Wealth Partners, LLC | 1,001 | $569.4K | 0.14% | +24+2.5% | Added |
| Banque de Luxembourg S.A. | 1,004 | $571.1K | 0.30% | −182−15.3% | Reduced |
| Motive Wealth Advisors | 1,005 | $571.7K | 0.25% | −10−1.0% | Reduced |
| Investment Management Corp | 1,006 | $572.1K | 0.49% | +22+2.2% | Added |
| Western Pacific Wealth Management, LP | 1,008 | $573.5K | 0.56% | −33−3.2% | Reduced |
| Bank Hapoalim BM | 1,010 | $574.0K | 0.07% | +35+3.6% | Added |
| Fountainhead AM, LLC | 1,011 | $575.0K | 0.08% | −65−6.0% | Reduced |
| Durante & Waters, LLC | 1,012 | $575.6K | 0.42% | 00.0% | Unchanged |
| von Borstel & Associates, Inc. | 1,043 | $576.0K | 0.09% | +541+107.8% | Added |
| Fire Capital Management LLC | 1,014 | $576.8K | 0.33% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 1,017 | $578.5K | 0.16% | +27+2.7% | Added |
| Pandora Wealth, Inc. | 1,018 | $579.0K | 0.35% | 00.0% | Unchanged |
| Colonial Trust Advisors | 1,018 | $579.0K | 0.04% | +402+65.3% | Added |
| JMG Financial Group, Ltd. | 1,019 | $579.5K | 0.02% | 00.0% | Unchanged |
| Warm Springs Advisors Inc. | 1,019 | $579.6K | 0.44% | 00.0% | Unchanged |
| Brass Tax Wealth Management, Inc | 1,019 | $579.7K | 0.10% | +2+0.2% | Added |
| Founders Capital Management, LLC | 1,021 | $580.8K | 0.09% | 00.0% | Unchanged |
| Clear Point Advisors Inc. | 1,021 | $580.8K | 0.45% | +39+4.0% | Added |