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 |
|---|---|---|---|---|---|
| PFW Advisors LLC | 1,022 | $581.3K | 0.17% | +62+6.5% | Added |
| Paulson Wealth Management Inc. | 1,025 | $583.0K | 0.14% | +5+0.5% | Added |
| Fortitude Family Office, LLC | 1,030 | $586.1K | 0.16% | +2+0.2% | Added |
| Camelot Portfolios, LLC | 1,031 | $586.4K | 0.35% | +1,031 | New |
| Jackson Thornton Asset Management, LLC | 1,019 | $587.4K | 0.06% | +355+53.5% | Added |
| Riversedge Advisors, LLC | 1,033 | $587.8K | 0.10% | +377+57.5% | Added |
| Fortitude Advisory Group L.L.C. | 1,035 | $588.7K | 0.32% | −22−2.1% | Reduced |
| Blue Barn Wealth, LLC | 1,037 | $589.9K | 0.26% | −5−0.5% | Reduced |
| Sage Rhino Capital LLC | 1,040 | $591.6K | 0.11% | +1+0.1% | Added |
| Convergence Financial, LLC | 1,045 | $594.5K | 0.09% | −46−4.2% | Reduced |
| Motco | 1,046 | $595.0K | 0.05% | +520+98.9% | Added |
| Select Asset Management & Trust | 1,049 | $597.0K | 0.18% | 00.0% | Unchanged |
| Grandview Asset Management LLC | 1,054 | $599.5K | 0.17% | −5−0.5% | Reduced |
| Conestoga Capital Advisors, LLC | 1,055 | $600.1K | 0.01% | 00.0% | Unchanged |
| Lake Street Financial LLC | 1,062 | $603.8K | 0.08% | +112+11.8% | Added |
| Chase Investment Counsel Corp | 1,068 | $607.0K | 0.18% | +1,068 | New |
| Matauro, LLC | 1,068 | $607.5K | 0.10% | −11−1.0% | Reduced |
| Wellington Shields & Co., LLC | 1,075 | $611.5K | 0.16% | +1+0.1% | Added |
| Weil Company, Inc. | 1,076 | $612.2K | 0.15% | −223−17.2% | Reduced |
| Tobias Financial Advisors, Inc. | 1,077 | $612.6K | 0.09% | +117+12.2% | Added |
| Rise Advisors, LLC | 1,080 | $614.5K | 0.22% | +72+7.1% | Added |
| CFS Investment Advisory Services, LLC | 1,075 | $616.7K | 0.05% | +18+1.7% | Added |
| Flagstone Financial Management | 1,085 | $617.2K | 0.16% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,090 | $619.8K | 0.09% | −142−11.5% | Reduced |
| Verum Partners LLC | 1,090 | $619.9K | 0.13% | +8+0.7% | Added |
| Baker Boyer National Bank | 1,090 | $620.0K | 0.21% | +5+0.5% | Added |
| Zullo Investment Group, Inc. | 1,091 | $621.0K | 0.23% | +18+1.7% | Added |
| Pacitti Group Inc. | 1,092 | $621.0K | 0.24% | −8−0.7% | Reduced |
| Mindset Wealth Management, LLC | 1,093 | $621.7K | 0.17% | +24+2.2% | Added |
| Strive Asset Management, LLC | 1,095 | $622.8K | 0.34% | −40−3.5% | Reduced |
| Firethorn Wealth Partners, LLC | 1,096 | $623.2K | 0.25% | −52−4.5% | Reduced |
| First County Bank | 1,096 | $623.4K | 0.32% | −39−3.4% | Reduced |
| Boyd Watterson Asset Management LLC | 1,096 | $623.4K | 0.19% | 00.0% | Unchanged |
| Vicus Capital | 1,096 | $623.5K | 0.05% | +133+13.8% | Added |
| Abel Hall, LLC | 1,097 | $624.0K | 0.25% | +202+22.6% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 1,099 | $624.9K | 0.05% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 1,100 | $625.7K | 0.17% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 1,102 | $626.8K | 0.15% | 00.0% | Unchanged |
| Westwood Holdings Group Inc. | 1,102 | $627.0K | 0.00% | −58−5.0% | Reduced |
| Willow Creek Wealth Management Inc. | 1,103 | $627.4K | 0.05% | −4−0.4% | Reduced |
| Oregon Pacific Wealth Management, LLC | 1,104 | $628.0K | 0.54% | +33+3.1% | Added |
| OneAscent Wealth Management LLC | 1,106 | $629.1K | 0.21% | −11−1.0% | Reduced |
| Phillips Wealth Planners LLC | 1,087 | $629.2K | 0.52% | +39+3.7% | Added |
| Brucke Financial, Inc. | 1,143 | $630.9K | 0.37% | −213−15.7% | Reduced |
| Stenahm Asset Managment Ltd | 1,110 | $631.4K | 0.36% | −16,200−93.6% | Reduced |
| Hudson Valley Investment Advisors Inc | 1,111 | $631.9K | 0.07% | +27+2.5% | Added |
| Raab & Moskowitz Asset Management LLC | 1,113 | $633.3K | 0.14% | +10+0.9% | Added |
| Covestor Ltd | 1,114 | $634.0K | 0.35% | −26−2.3% | Reduced |
| Arvest Investments, Inc. | 1,117 | $635.4K | 0.09% | −17−1.5% | Reduced |
| Pineridge Advisors LLC | 1,121 | $637.8K | 0.18% | −17−1.5% | Reduced |
| Legacy Trust | 1,125 | $639.9K | 0.13% | −180−13.8% | Reduced |
| WESPAC Advisors, LLC | 1,125 | $639.9K | 0.37% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 1,144 | $641.8K | 0.06% | 00.0% | Unchanged |
| Horiko Capital Management LLC | 1,130 | $642.8K | 0.15% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 1,130 | $642.9K | 0.05% | 00.0% | Unchanged |
| Noesis Capital Mangement Corp | 1,132 | $644.1K | 0.10% | −127−10.1% | Reduced |
| Umpqua Bank | 1,145 | $644.4K | 0.18% | +10+0.9% | Added |
| First Hawaiian Bank | 1,134 | $645.0K | 0.08% | 00.0% | Unchanged |
| Foster & Motley Inc | 1,136 | $646.0K | 0.03% | +29+2.6% | Added |
| Sherman Asset Management, Inc. | 1,136 | $646.6K | 0.56% | −128−10.1% | Reduced |
| Breakwater Capital Group | 1,138 | $647.3K | 0.10% | 00.0% | Unchanged |
| Gallacher Capital Management LLC | 1,138 | $647.4K | 0.26% | +156+15.9% | Added |
| Manchester Financial Inc | 1,139 | $647.8K | 0.13% | 00.0% | Unchanged |
| Noble Wealth Management PBC | 1,140 | $648.4K | 0.35% | +1,140 | New |
| Continental Investors Services, Inc. | 1,153 | $649.0K | 0.96% | −7−0.6% | Reduced |
| Patrick M Sweeney & Associates, Inc | 1,142 | $649.7K | 0.42% | +14+1.2% | Added |
| Francis Financial, Inc. | 773 | $650.7K | 0.12% | +63+8.9% | Added |
| Financial Perspectives, Inc | 1,147 | $652.2K | 0.18% | −1−0.1% | Reduced |
| Generation Capital Management LLC | 1,147 | $652.4K | 0.47% | 00.0% | Unchanged |
| City National Bank of Florida | 1,147 | $652.4K | 0.43% | −234−16.9% | Reduced |
| Davidson Trust Co | 1,148 | $653.0K | 0.27% | +101+9.6% | Added |
| Gerber Kawasaki Wealth & Investment Management | 1,149 | $653.6K | 0.02% | +70+6.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 1,151 | $654.7K | 0.18% | −157−12.0% | Reduced |
| Becker Capital Management Inc | 1,151 | $654.7K | 0.02% | +72+6.7% | Added |
| ZWJ Investment Counsel Inc | 1,153 | $656.0K | 0.02% | +305+36.0% | Added |
| Citadel Investment Advisory, Inc. | 1,155 | $657.0K | 0.30% | 00.0% | Unchanged |
| Claro Advisors LLC | 1,156 | $657.3K | 0.10% | −261−18.4% | Reduced |
| TCFG Wealth Management, LLC | 1,156 | $658.0K | 0.26% | +40+3.6% | Added |
| Centerpoint Advisors, LLC | 1,160 | $660.0K | 0.20% | +33+2.9% | Added |
| Painted Porch Advisors LLC | 1,161 | $660.4K | 0.25% | −2−0.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 1,162 | $661.0K | 0.13% | −9−0.8% | Reduced |
| MCF Advisors LLC | 1,163 | $661.7K | 0.04% | +220+23.3% | Added |
| Webster Bank, N. A. | 1,164 | $662.1K | 0.06% | −160−12.1% | Reduced |
| Mainstream Capital Management LLC | 1,165 | $662.7K | 0.44% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 1,167 | $663.5K | 0.04% | +19+1.7% | Added |
| Somerset Trust Co | 1,167 | $663.8K | 0.20% | +1+0.1% | Added |
| Park National Corp | 1,168 | $664.4K | 0.02% | +95+8.9% | Added |
| Fortem Financial Group, LLC | 1,170 | $665.5K | 0.19% | −314−21.2% | Reduced |
| Cassaday & Co Wealth Management LLC | 1,170 | $665.5K | 0.02% | −6−0.5% | Reduced |
| Tuttle Tactical Management | 1,170 | $665.5K | 2.52% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,171 | $666.1K | 0.04% | +1,171 | New |
| RAM Investment Partners, LLC | 1,172 | $666.5K | 0.13% | +45+4.0% | Added |
| PEAK6 LLC | 1,179 | $670.5K | 0.02% | +1,177+58,850.0% | Added |
| Legacy Capital Group California, Inc. | 1,181 | $671.8K | 0.17% | −20−1.7% | Reduced |
| Cheviot Value Management, LLC | 1,188 | $672.3K | 0.07% | −3−0.3% | Reduced |
| JFS Wealth Advisors, LLC | 1,182 | $672.3K | 0.04% | +410+53.1% | Added |
| Strathmore Capital Advisors, Inc. | 1,184 | $673.5K | 0.28% | −46−3.7% | Reduced |
| Alliance Wealth Advisors, LLC | 1,187 | $675.2K | 0.34% | −6−0.5% | Reduced |
| Commonwealth Financial Services, LLC | 1,188 | $675.5K | 0.12% | −4−0.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,191 | $677.4K | 0.12% | +12+1.0% | Added |