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, 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 | 3,633 | $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, 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 |
|---|---|---|---|---|---|
| Up Strategic Wealth Investment Advisors LLC | 2,119 | $1.19M | 0.89% | −235−10.0% | Reduced |
| Rydar Equities, Inc. | 2,087 | $1.20M | 0.96% | +88+4.4% | Added |
| Stokes Family Office, LLC | 2,114 | $1.20M | 0.11% | +644+43.8% | Added |
| Blalock Williams, LLC | 2,120 | $1.21M | 1.06% | +88+4.3% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 2,128 | $1.21M | 0.08% | −67−3.1% | Reduced |
| Connecticut Wealth Management, LLC | 2,137 | $1.22M | 0.05% | −11−0.5% | Reduced |
| Elyxium Wealth, LLC | 2,137 | $1.22M | 0.42% | +12+0.6% | Added |
| Evergreen Wealth Solutions, LLC | 2,139 | $1.22M | 0.69% | −419−16.4% | Reduced |
| Field & Main Bank | 2,140 | $1.22M | 0.36% | −25−1.2% | Reduced |
| Stonegate Management LLC | 2,144 | $1.22M | 0.81% | +2,144 | New |
| First Western Trust Bank | 2,148 | $1.22M | 0.06% | −6−0.3% | Reduced |
| Leo Wealth, LLC | 2,154 | $1.23M | 0.16% | −6,395−74.8% | Reduced |
| Argentarii, LLC | 2,163 | $1.23M | 0.53% | +66+3.1% | Added |
| Atlas Brown,Inc. | 2,164 | $1.23M | 0.36% | +6+0.3% | Added |
| Baker Avenue Asset Management, LP | 2,166 | $1.23M | 0.03% | +144+7.1% | Added |
| Manhattan West Asset Management, LLC | 2,175 | $1.24M | 0.26% | 00.0% | Unchanged |
| Zhang Financial LLC | 2,179 | $1.24M | 0.05% | +150+7.4% | Added |
| Sunbeam Capital Management, LLC | 2,184 | $1.24M | 0.77% | +3+0.1% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,187 | $1.24M | 0.29% | +660+43.2% | Added |
| Sentry Investment Management LLC | 2,158 | $1.24M | 0.83% | −450−17.3% | Reduced |
| Sheets Smith Investment Management | 2,192 | $1.25M | 0.81% | +38+1.8% | Added |
| Fred Alger Management, LLC | 2,195 | $1.25M | 0.00% | −161−6.8% | Reduced |
| Drucker Wealth 3.0, LLC | 2,198 | $1.25M | 0.22% | −262−10.7% | Reduced |
| Monetta Financial Services Inc | 2,200 | $1.25M | 0.88% | 00.0% | Unchanged |
| Legacy Capital Wealth Partners, LLC | 2,201 | $1.25M | 0.27% | +45+2.1% | Added |
| SP Asset Management LLC | 2,202 | $1.25M | 0.10% | −15−0.7% | Reduced |
| Hemington Wealth Management | 2,206 | $1.25M | 0.16% | +46+2.1% | Added |
| Demars Financial Group, LLC | 2,208 | $1.26M | 0.44% | +221+11.1% | Added |
| Crawford Investment Counsel Inc | 2,210 | $1.26M | 0.02% | +424+23.7% | Added |
| KC Investment Advisors, LLC | 2,192 | $1.26M | 0.34% | −80−3.5% | Reduced |
| My Purposeful Wealth Corp. | 2,214 | $1.26M | 0.38% | +2,214 | New |
| Enhancing Capital LLC | 2,216 | $1.26M | 0.92% | +202+10.0% | Added |
| Cookson Peirce & Co Inc | 2,217 | $1.26M | 0.05% | +490+28.4% | Added |
| D.B. Root & Company, LLC | 2,220 | $1.26M | 0.32% | −272−10.9% | Reduced |
| Scissortail Wealth Management, LLC | 2,220 | $1.26M | 0.28% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 2,220 | $1.26M | 1.05% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 2,177 | $1.26M | 0.99% | −25−1.1% | Reduced |
| Intact Investment Management Inc. | 2,236 | $1.27M | 0.04% | −3,100−58.1% | Reduced |
| SkyView Investment Advisors, LLC | 2,243 | $1.28M | 0.16% | −75−3.2% | Reduced |
| Jacobsen Capital Management | 2,247 | $1.28M | 0.43% | +10+0.4% | Added |
| Challenger Wealth Management | 2,252 | $1.28M | 1.00% | −471−17.3% | Reduced |
| Blueshift Asset Management, LLC | 2,253 | $1.28M | 0.39% | +1,137+101.9% | Added |
| One Wealth Capital Management, LLC | 2,255 | $1.28M | 0.58% | −97−4.1% | Reduced |
| Lee Financial Co | 2,258 | $1.28M | 0.16% | +205+10.0% | Added |
| Marks Group Wealth Management, Inc | 2,268 | $1.29M | 0.12% | +6+0.3% | Added |
| Mendel Money Management | 2,269 | $1.29M | 0.54% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 2,271 | $1.29M | 0.86% | +35+1.6% | Added |
| Castleview Partners, LLC | 2,272 | $1.29M | 0.70% | −142−5.9% | Reduced |
| LRI Investments, LLC | 2,274 | $1.29M | 0.11% | −48−2.1% | Reduced |
| Core Wealth Partners LLC | 2,278 | $1.30M | 0.60% | +224+10.9% | Added |
| St Germain D J Co Inc | 2,279 | $1.30M | 0.05% | +214+10.4% | Added |
| SevenBridge Financial Group, LLC | 2,313 | $1.30M | 0.21% | −189−7.6% | Reduced |
| Onefund, LLC | 2,293 | $1.30M | 0.84% | +84+3.8% | Added |
| Trustmark National Bank Trust Department | 2,295 | $1.31M | 0.08% | −26−1.1% | Reduced |
| Family Legacy, Inc. | 2,303 | $1.31M | 0.40% | −24−1.0% | Reduced |
| Gladius Capital Management LP | 2,305 | $1.31M | 2.58% | +1,827+382.2% | Added |
| Kathmere Capital Management, LLC | 2,310 | $1.31M | 0.09% | +272+13.3% | Added |
| Stance Capital LLC | 2,315 | $1.32M | 0.48% | −3,503−60.2% | Reduced |
| IMS Capital Management | 2,319 | $1.32M | 0.61% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 2,290 | $1.32M | 0.14% | −139−5.7% | Reduced |
| Krilogy Financial LLC | 2,389 | $1.32M | 0.05% | +2,389 | New |
| Amica Retiree Medical Trust | 2,324 | $1.32M | 1.81% | 00.0% | Unchanged |
| Impact Capital Partners LLC | 2,325 | $1.32M | 0.40% | −67−2.8% | Reduced |
| Financial Management Network Inc | 2,297 | $1.33M | 0.22% | +143+6.6% | Added |
| Corundum Group, Inc. | 2,343 | $1.33M | 0.55% | −59−2.5% | Reduced |
| Clarendon Private LLC | 2,345 | $1.33M | 1.21% | −151−6.0% | Reduced |
| Northern Financial Advisors Inc | 2,349 | $1.34M | 0.70% | +63+2.8% | Added |
| Private Wealth Asset Management, LLC | 2,352 | $1.34M | 0.16% | −21−0.9% | Reduced |
| Cascade Financial Partners, LLC | 2,356 | $1.34M | 0.15% | 00.0% | Unchanged |
| Tred Avon Family Wealth, LLC | 2,356 | $1.34M | 0.46% | +2,356 | New |
| First Heartland Consultants, Inc. | 2,358 | $1.34M | 0.11% | +81+3.6% | Added |
| Detalus Advisors, LLC | 2,368 | $1.35M | 0.35% | −3−0.1% | Reduced |
| Tectonic Advisors LLC | 2,370 | $1.35M | 0.07% | −1,956−45.2% | Reduced |
| Cassia Capital Partners, LLC | 2,371 | $1.35M | 0.74% | +260+12.3% | Added |
| Provident Trust Co | 2,380 | $1.35M | 0.02% | 00.0% | Unchanged |
| MWA Asset Management | 2,381 | $1.35M | 0.75% | +235+11.0% | Added |
| Whitener Capital Management, Inc. | 2,385 | $1.36M | 0.32% | −2−0.1% | Reduced |
| Capital Advisors, Ltd. LLC | 2,385 | $1.36M | 0.15% | −5−0.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,392 | $1.36M | 0.05% | +10.0% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,397 | $1.36M | 0.03% | −37−1.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,399 | $1.36M | 0.13% | +81+3.5% | Added |
| Perennial Investment Advisors, LLC | 2,400 | $1.37M | 0.11% | +12+0.5% | Added |
| Guardian Wealth Advisors, LLC | 2,402 | $1.37M | 0.09% | −5−0.2% | Reduced |
| Money Concepts Capital Corp | 2,402 | $1.37M | 0.08% | −36−1.5% | Reduced |
| Richardson Financial Services Inc. | 2,404 | $1.37M | 0.85% | +9+0.4% | Added |
| Florida Financial Advisors, LLC | 2,411 | $1.37M | 0.42% | −523−17.8% | Reduced |
| Arbor Capital Management Inc | 2,389 | $1.37M | 1.10% | −52−2.1% | Reduced |
| Indiana Trust & Investment Management CO | 2,418 | $1.38M | 0.42% | +85+3.6% | Added |
| Advisory Alpha, LLC | 2,380 | $1.38M | 0.04% | +143+6.4% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,433 | $1.38M | 0.00% | +131+5.7% | Added |
| Oak Family Advisors, LLC | 2,437 | $1.39M | 0.45% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,446 | $1.39M | 0.16% | +16+0.7% | Added |
| Spirit of America Management Corp | 2,450 | $1.39M | 0.28% | 00.0% | Unchanged |
| VisionPoint Advisory Group, LLC | 2,451 | $1.39M | 0.28% | +17+0.7% | Added |
| Gratus Wealth Advisors, LLC | 2,454 | $1.40M | 0.20% | −13−0.5% | Reduced |
| Twin City Private Wealth, LLC | 2,458 | $1.40M | 1.09% | +67+2.8% | Added |
| Kovack Advisors, Inc. | 2,459 | $1.40M | 0.13% | −525−17.6% | Reduced |
| Client 1st Advisory Group, LLC | 2,459 | $1.40M | 0.46% | +103+4.4% | Added |
| Armis Advisers, LLC | 2,538 | $1.40M | 0.13% | +535+26.7% | Added |
| Triasima Portfolio Management inc. | 2,460 | $1.40M | 0.21% | +1,657+206.4% | Added |