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 |
|---|---|---|---|---|---|
| Veracity Capital LLC | 2,464 | $1.40M | 0.45% | −23−0.9% | Reduced |
| Legal Advantage Investments, Inc. | 2,471 | $1.41M | 0.63% | 00.0% | Unchanged |
| Mine & Arao Wealth Creation & Management, LLC. | 2,474 | $1.41M | 0.57% | +17+0.7% | Added |
| Fairtree Asset Management (Pty) Ltd | 2,476 | $1.41M | 0.92% | +681+37.9% | Added |
| Boltwood Capital Management | 2,481 | $1.41M | 0.38% | −7−0.3% | Reduced |
| Cromwell Holdings LLC | 2,481 | $1.41M | 0.75% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 2,483 | $1.41M | 0.51% | +10.0% | Added |
| Buckley Wealth Management, LLC | 2,484 | $1.41M | 0.39% | −46−1.8% | Reduced |
| Waterfront Wealth Inc. | 2,471 | $1.41M | 0.29% | −3−0.1% | Reduced |
| MidWestOne Financial Group, Inc. | 2,487 | $1.41M | 0.17% | −4−0.2% | Reduced |
| EPG Wealth Management LLC | 2,496 | $1.42M | 0.39% | +86+3.6% | Added |
| Prentice Wealth Management LLC | 2,498 | $1.42M | 0.35% | −17−0.7% | Reduced |
| Old North State Trust, LLC | 2,502 | $1.42M | 0.87% | +226+9.9% | Added |
| Doliver Advisors, LP | 2,508 | $1.43M | 0.37% | +29+1.2% | Added |
| Legacy Advisors, LLC | 2,511 | $1.43M | 0.18% | +2,511 | New |
| Quadcap Wealth Management, LLC | 2,511 | $1.43M | 0.17% | −29−1.1% | Reduced |
| Evanson Asset Management, LLC | 2,513 | $1.43M | 0.08% | +11+0.4% | Added |
| Advisory Resource Group | 2,517 | $1.43M | 0.26% | +218+9.5% | Added |
| Global Assets Advisory, LLC | 2,525 | $1.44M | 0.43% | +16+0.6% | Added |
| Virtue Asset Management LLC | 2,526 | $1.44M | 1.18% | +2,526 | New |
| Oakworth Capital, Inc. | 2,528 | $1.44M | 0.08% | +22+0.9% | Added |
| Wallace Capital Management Inc. | 2,528 | $1.44M | 0.18% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 2,528 | $1.44M | 0.62% | +330+15.0% | Added |
| Crux Wealth Advisors | 2,532 | $1.44M | 0.57% | +179+7.6% | Added |
| Chesapeake Wealth Management | 2,536 | $1.44M | 0.44% | −19−0.7% | Reduced |
| Howard Financial Services, Ltd. | 2,537 | $1.44M | 0.18% | +31+1.2% | Added |
| McGowan Group Asset Management, Inc. | 2,538 | $1.44M | 0.18% | 00.0% | Unchanged |
| Stablepoint Partners, LLC | 2,540 | $1.44M | 0.23% | −18−0.7% | Reduced |
| River Street Advisors LLC | 2,540 | $1.44M | 0.56% | +80+3.3% | Added |
| Greenup Street Wealth Management LLC | 2,540 | $1.44M | 0.22% | +2,154+558.0% | Added |
| Walter & Keenan Financial Consulting Co | 2,545 | $1.45M | 0.40% | +9+0.4% | Added |
| Schnieders Capital Management, LLC. | 2,548 | $1.45M | 0.26% | +2,548 | New |
| XTX Topco Ltd | 2,549 | $1.45M | 0.08% | −16,214−86.4% | Reduced |
| Riverpark Capital Management LLC | 2,550 | $1.45M | 2.62% | −316−11.0% | Reduced |
| Stamos Capital Partners, L.P. | 2,552 | $1.45M | 0.27% | −892−25.9% | Reduced |
| Cim Investment Mangement Inc | 2,556 | $1.45M | 0.39% | −2,615−50.6% | Reduced |
| Gries Financial LLC | 2,564 | $1.46M | 0.23% | +24+0.9% | Added |
| MJP Associates Inc | 2,573 | $1.46M | 0.19% | +136+5.6% | Added |
| Ninepoint Partners LP | 2,573 | $1.46M | 0.20% | +1,185+85.4% | Added |
| Cercano Management LLC | 2,574 | $1.46M | 0.06% | 00.0% | Unchanged |
| Beaumont Asset Management, L.L.C. | 2,580 | $1.47M | 0.74% | −41−1.6% | Reduced |
| Capula Management Ltd | 2,584 | $1.47M | 0.01% | +2,267+715.1% | Added |
| OneAscent Financial Services LLC | 2,585 | $1.47M | 0.10% | −110−4.1% | Reduced |
| Silver Oak Securities, Inc | 2,586 | $1.47M | 0.11% | +697+36.9% | Added |
| James J. Burns & Company, LLC | 2,592 | $1.47M | 0.22% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 2,601 | $1.48M | 0.24% | −2,057−44.2% | Reduced |
| Amussen Hunsaker Associates LLC | 2,601 | $1.48M | 0.15% | −284−9.8% | Reduced |
| Pointe Capital Management LLC | 2,605 | $1.48M | 0.72% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 2,619 | $1.49M | 0.29% | +16+0.6% | Added |
| BSW Wealth Partners | 2,626 | $1.49M | 0.19% | +162+6.6% | Added |
| Mizuho Markets Cayman LP | 2,627 | $1.49M | 0.13% | +2,627 | New |
| Clark Financial Services Group Inc | 2,628 | $1.49M | 0.79% | +204+8.4% | Added |
| NWF Advisory Services Inc. | 2,630 | $1.50M | 0.16% | +86+3.4% | Added |
| Nilsine Partners, LLC | 2,633 | $1.50M | 0.13% | +321+13.9% | Added |
| Naples Global Advisors, LLC | 2,637 | $1.50M | 0.12% | +385+17.1% | Added |
| BNC Wealth Management, LLC | 2,648 | $1.51M | 0.38% | −28−1.0% | Reduced |
| Lebenthal Global Advisors, LLC | 2,651 | $1.51M | 0.26% | +393+17.4% | Added |
| Hartford Funds Management Co LLC | 2,652 | $1.51M | 0.13% | −139−5.0% | Reduced |
| Intellectus Partners, LLC | 2,670 | $1.52M | 0.29% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 2,676 | $1.52M | 0.52% | +396+17.4% | Added |
| Waterloo Capital, L.P. | 2,680 | $1.52M | 0.11% | +445+19.9% | Added |
| Drive Wealth Management, LLC | 2,682 | $1.53M | 0.32% | +121+4.7% | Added |
| Convergence Investment Partners, LLC | 2,683 | $1.53M | 0.34% | +1,753+188.5% | Added |
| Lecap Asset Management Ltd | 2,690 | $1.53M | 0.53% | −2,530−48.5% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,690 | $1.53M | 0.28% | −3−0.1% | Reduced |
| Boston Common Asset Management, LLC | 2,694 | $1.53M | 0.04% | −210−7.2% | Reduced |
| TFC Financial Management | 2,700 | $1.54M | 0.20% | −60−2.2% | Reduced |
| Avidian Wealth Solutions, LLC | 2,706 | $1.54M | 0.06% | +451+20.0% | Added |
| Amarillo National Bank | 2,712 | $1.54M | 0.27% | +80+3.0% | Added |
| Culbertson A N & Co Inc | 2,715 | $1.54M | 0.22% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 2,791 | $1.55M | 0.14% | +189+7.3% | Added |
| Excalibur Management Corp | 2,720 | $1.55M | 0.56% | +4+0.1% | Added |
| Integrated Quantitative Investments LLC | 2,723 | $1.55M | 0.44% | 00.0% | Unchanged |
| Asset Planning,Inc | 2,723 | $1.55M | 1.12% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 2,726 | $1.55M | 0.05% | −290−9.6% | Reduced |
| Red Wave Investments LLC | 2,734 | $1.56M | 0.48% | −9−0.3% | Reduced |
| Seeds Investor LLC | 2,738 | $1.56M | 0.33% | +293+12.0% | Added |
| Boreal Capital Management LLC | 2,741 | $1.56M | 1.26% | +263+10.6% | Added |
| Fortis Group Advisors, LLC | 2,828 | $1.56M | 0.27% | −112−3.8% | Reduced |
| Hutchinson Financial Advisors, INC | 2,756 | $1.57M | 1.54% | −825−23.0% | Reduced |
| Providence Wealth Advisors, LLC | 2,776 | $1.57M | 0.99% | +100+3.7% | Added |
| 4J Wealth Management LLC | 2,765 | $1.57M | 0.92% | −2−0.1% | Reduced |
| Regatta Capital Group, LLC | 2,766 | $1.57M | 0.25% | −174−5.9% | Reduced |
| Cypress Advisory Group LLC | 2,775 | $1.58M | 1.17% | 00.0% | Unchanged |
| Stevens Capital Management LP | 2,789 | $1.59M | 0.21% | −7,069−71.7% | Reduced |
| Accretive Wealth Partners, LLC | 2,797 | $1.59M | 0.49% | +59+2.2% | Added |
| Roberts Capital Advisors, LLC | 2,801 | $1.59M | 1.77% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 2,803 | $1.59M | 0.36% | +30+1.1% | Added |
| Uniting Wealth Partners, LLC | 2,804 | $1.59M | 0.38% | +672+31.5% | Added |
| Financial Consulate, Inc | 2,811 | $1.60M | 0.23% | +2,811 | New |
| FCG Investment Co | 2,816 | $1.60M | 0.75% | −820−22.6% | Reduced |
| Brandywine Oak Private Wealth LLC | 2,822 | $1.61M | 0.14% | −11−0.4% | Reduced |
| First National Bank of Hutchinson | 2,824 | $1.61M | 0.85% | +240+9.3% | Added |
| Meridian Wealth Advisors, LLC | 2,833 | $1.61M | 0.23% | +30+1.1% | Added |
| Dale Q Rice Investment Management Ltd | 2,862 | $1.62M | 1.14% | +10.0% | Added |
| Biltmore Family Office, LLC | 2,844 | $1.62M | 0.23% | +27+1.0% | Added |
| Motiv8 Investments LLC | 2,846 | $1.62M | 0.86% | +493+21.0% | Added |
| Limestone Investment Advisors LP | 2,850 | $1.62M | 0.73% | −1,590−35.8% | Reduced |
| SC&H Financial Advisors, Inc. | 2,853 | $1.62M | 0.26% | +4+0.1% | Added |
| KRS Capital Management, LLC | 2,854 | $1.62M | 0.98% | +6+0.2% | Added |