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 |
|---|---|---|---|---|---|
| Exchange Bank | 1,194 | $679.2K | 0.47% | 00.0% | Unchanged |
| Lakeshore Capital Group, Inc. | 1,195 | $679.7K | 0.55% | +17+1.4% | Added |
| Frederick Financial Consultants, LLC | 1,195 | $679.9K | 0.38% | +24+2.0% | Added |
| Green Square Capital Advisors LLC | 1,213 | $681.6K | 0.08% | 00.0% | Unchanged |
| Tanaka Capital Management Inc | 1,201 | $683.0K | 1.23% | +1,201 | New |
| Westfuller Advisors, LLC | 1,203 | $684.1K | 0.31% | +1,203 | New |
| Virtue Capital Management, LLC | 10,371 | $685.1K | 0.15% | +9,144+745.2% | Added |
| New World Advisors LLC | 1,205 | $685.4K | 0.13% | −19−1.6% | Reduced |
| GDS Wealth Management | 1,206 | $686.0K | 0.05% | +27+2.3% | Added |
| Clean Yield Group | 1,207 | $686.6K | 0.19% | +20+1.7% | Added |
| Level Financial Advisors, Inc. | 1,207 | $686.7K | 0.19% | +1,207 | New |
| Waddell & Associates, LLC | 1,210 | $688.3K | 0.06% | +1,210 | New |
| Private Advisory Group LLC | 1,211 | $688.8K | 0.06% | +56+4.8% | Added |
| Cypress Wealth Services, LLC | 1,212 | $689.3K | 0.11% | +79+7.0% | Added |
| Nvest Financial, LLC | 1,213 | $690.0K | 0.40% | −292−19.4% | Reduced |
| Turning Point Benefit Group, Inc. | 1,205 | $691.4K | 0.42% | +230+23.6% | Added |
| Crescent Sterling, Ltd. | 1,219 | $693.4K | 0.73% | −76−5.9% | Reduced |
| CM Wealth Advisors LLC | 1,224 | $696.2K | 0.18% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 5,651 | $696.7K | 0.00% | +5,651 | New |
| 180 Wealth Advisors, LLC | 1,228 | $698.6K | 0.09% | −8−0.6% | Reduced |
| Phillips Financial Management, LLC | 1,229 | $699.1K | 0.05% | +272+28.4% | Added |
| GW Henssler & Associates Ltd | 1,231 | $700.4K | 0.03% | +4+0.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 1,240 | $701.8K | 0.11% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,236 | $703.0K | 0.01% | +61+5.2% | Added |
| Ipswich Investment Management Co., Inc. | 1,237 | $703.6K | 0.16% | −26−2.1% | Reduced |
| US Asset Management LLC | 1,239 | $704.8K | 0.58% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,240 | $705.1K | 0.27% | +1+0.1% | Added |
| Polymer Capital Management (US) LLC | 1,240 | $705.3K | 0.09% | −2,268−64.7% | Reduced |
| Passive Capital Management, LLC. | 1,241 | $705.9K | 0.23% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,242 | $707.0K | 0.09% | +1,242 | New |
| Parthenon LLC | 1,243 | $707.0K | 0.08% | 00.0% | Unchanged |
| Plan A Wealth LLC | 1,244 | $707.6K | 0.36% | +68+5.8% | Added |
| LifeSteps Financial, Inc. | 1,245 | $707.9K | 0.45% | +4+0.3% | Added |
| Range Financial Group LLC | 1,245 | $708.2K | 0.26% | −46−3.6% | Reduced |
| Aureus Asset Management, LLC | 1,245 | $708.2K | 0.05% | 00.0% | Unchanged |
| Connective Portfolio Management, LLC | 1,235 | $708.6K | 1.25% | 00.0% | Unchanged |
| Gerber, LLC | 1,248 | $709.9K | 0.45% | +73+6.2% | Added |
| Keystone Financial Group | 1,248 | $710.1K | 0.05% | +8+0.6% | Added |
| Argyle Capital Partners, LLC | 1,252 | $712.3K | 0.51% | +5+0.4% | Added |
| Perbak Capital Partners LLP | 1,257 | $715.0K | 0.13% | −419−25.0% | Reduced |
| Chapin Davis, Inc. | 1,257 | $715.3K | 0.18% | +105+9.1% | Added |
| Tradition Wealth Management, LLC | 1,257 | $715.3K | 0.05% | +2+0.2% | Added |
| Haven Private, LLC | 1,259 | $716.1K | 0.32% | −432−25.5% | Reduced |
| Coign Capital Advisors LLC | 1,259 | $716.1K | 0.39% | −38−2.9% | Reduced |
| Maseco LLP | 1,262 | $717.6K | 0.03% | +238+23.2% | Added |
| Diligent Investors, LLC | 1,266 | $720.3K | 0.18% | −25−1.9% | Reduced |
| Summit Financial Wealth Advisors, LLC | 1,259 | $722.4K | 0.11% | +145+13.0% | Added |
| Meadow Creek Wealth Advisors LLC | 1,314 | $722.4K | 0.48% | +12+0.9% | Added |
| Essex LLC | 1,272 | $723.4K | 0.13% | −569−30.9% | Reduced |
| NorthStar Asset Management LLC | 1,272 | $723.7K | 0.35% | +39+3.2% | Added |
| Texas Capital Bancshares Inc | 1,277 | $726.4K | 0.29% | −660−34.1% | Reduced |
| Full Sail Capital, LLC | 1,279 | $727.5K | 0.04% | +20+1.6% | Added |
| Warren Street Wealth Advisors, LLC | 1,279 | $727.5K | 0.22% | +47+3.8% | Added |
| Riverwater Partners LLC | 1,279 | $727.5K | 0.30% | +191+17.6% | Added |
| Parcion Private Wealth LLC | 1,280 | $728.1K | 0.05% | +348+37.3% | Added |
| FSB Premier Wealth Management, Inc. | 1,281 | $728.5K | 0.24% | −258−16.8% | Reduced |
| Montis Financial, LLC | 1,281 | $728.6K | 0.17% | −146−10.2% | Reduced |
| H&H Retirement Design & Management INC | 1,318 | $729.0K | 0.39% | +17+1.3% | Added |
| Horizon Bancorp Inc | 1,286 | $731.0K | 0.35% | +434+50.9% | Added |
| Atala Financial Inc | 1,287 | $732.1K | 0.46% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 1,288 | $732.6K | 0.11% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 1,288 | $732.9K | 0.08% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 1,289 | $733.2K | 0.01% | 00.0% | Unchanged |
| Oarsman Capital, Inc. | 1,290 | $733.8K | 0.10% | −89−6.5% | Reduced |
| R Squared Ltd | 1,290 | $733.8K | 0.32% | +40+3.2% | Added |
| Cidel Asset Management Inc | 1,291 | $734.3K | 0.04% | −9−0.7% | Reduced |
| Aspetuck Financial Management LLC | 1,292 | $734.9K | 0.50% | +107+9.0% | Added |
| Compass Capital Corp | 1,330 | $736.5K | 0.32% | −304−18.6% | Reduced |
| Morris Retirement Advisors, LLC | 1,296 | $737.1K | 0.32% | −33−2.5% | Reduced |
| Berkshire Asset Management LLC | 1,304 | $741.8K | 0.03% | +135+11.5% | Added |
| Sunpointe, LLC | 1,306 | $742.9K | 0.27% | +30+2.4% | Added |
| Floyd Financial Group LLC | 1,330 | $743.8K | 0.55% | +59+4.6% | Added |
| Viewpoint Investment Partners Corp | 1,325 | $744.6K | 0.41% | 00.0% | Unchanged |
| Manske Wealth Management | 1,309 | $744.6K | 0.23% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 1,314 | $747.4K | 0.11% | −12−0.9% | Reduced |
| Forefront Wealth Partners, LLC | 1,314 | $747.5K | 0.19% | −254−16.2% | Reduced |
| Meadowbrook Wealth Management, LLC | 1,315 | $748.0K | 0.78% | +1,315 | New |
| Charter Oak Capital Management, LLC | 1,316 | $748.6K | 0.06% | −371−22.0% | Reduced |
| Pine Harbor Wealth Management, LLC | 1,319 | $750.4K | 0.24% | +17+1.3% | Added |
| Power Wealth Management LLC | 1,321 | $751.4K | 0.27% | +838+173.5% | Added |
| Sand Hill Global Advisors, LLC | 1,321 | $751.6K | 0.03% | −1,376−51.0% | Reduced |
| Cardiff Park Advisors, LLC | 1,321 | $751.7K | 0.06% | +11+0.8% | Added |
| GSB Wealth Management, LLC | 1,322 | $752.0K | 0.17% | −21−1.6% | Reduced |
| HMV Wealth Advisors, LLC | 1,322 | $752.0K | 0.41% | −21−1.6% | Reduced |
| Family Management Corp | 1,323 | $752.5K | 0.10% | +196+17.4% | Added |
| Ashton Thomas Securities, LLC | 1,316 | $752.5K | 0.11% | +255+24.0% | Added |
| Proathlete Wealth Management LLC | 1,322 | $752.7K | 0.22% | +4+0.3% | Added |
| Kelly Financial Group LLC | 1,323 | $752.8K | 0.20% | −74−5.3% | Reduced |
| Claret Asset Management Corp | 1,326 | $754.0K | 0.09% | +46+3.6% | Added |
| Dogwood Wealth Management LLC | 1,328 | $755.4K | 0.34% | −9−0.7% | Reduced |
| Saiph Capital, LLC | 1,330 | $756.7K | 0.27% | +110+9.0% | Added |
| CWS Financial Advisors, LLC | 1,331 | $756.9K | 0.21% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 1,331 | $757.1K | 0.36% | −34−2.5% | Reduced |
| Crestmont Private Wealth LLC | 1,332 | $757.7K | 0.25% | +163+13.9% | Added |
| Wheelhouse Advisory Group LLC | 1,332 | $758.2K | 0.33% | −4−0.3% | Reduced |
| Morris Financial Concepts, Inc. | 1,336 | $760.0K | 0.27% | −3−0.2% | Reduced |
| Sonora Investment Management Group, LLC | 1,341 | $762.8K | 0.05% | −8−0.6% | Reduced |
| PSI Advisors, LLC | 1,343 | $763.9K | 0.20% | 00.0% | Unchanged |
| Colonial Trust Co | 1,345 | $765.2K | 0.10% | +43+3.3% | Added |
| Matisse Capital | 1,348 | $766.8K | 0.35% | +19+1.4% | Added |