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 10 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 |
|---|---|---|---|---|---|
| Rothschild Investment LLC | 2,854 | $1.62M | 0.09% | +6+0.2% | Added |
| Nicholson Wealth Management Group, LLC | 2,856 | $1.62M | 0.95% | +1,730+153.6% | Added |
| Newman Dignan & Sheerar, Inc. | 2,856 | $1.62M | 0.35% | −275−8.8% | Reduced |
| Simon Quick Advisors, LLC | 2,859 | $1.63M | 0.07% | +403+16.4% | Added |
| Cape Investment Advisory, Inc. | 2,862 | $1.63M | 1.60% | +103+3.7% | Added |
| Private Capital Management, LLC | 2,866 | $1.63M | 0.15% | 00.0% | Unchanged |
| GKV Capital Management Co., Inc. | 2,875 | $1.64M | 0.65% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 2,877 | $1.64M | 0.19% | −13−0.4% | Reduced |
| Bard Financial Services, Inc. | 2,890 | $1.64M | 0.18% | 00.0% | Unchanged |
| Compton Wealth Advisory Group, LLC | 2,891 | $1.64M | 0.38% | +98+3.5% | Added |
| Gilbert & Cook, Inc. | 2,892 | $1.64M | 0.21% | +8+0.3% | Added |
| Heartland Bank & Trust Co | 2,895 | $1.65M | 0.68% | −33−1.1% | Reduced |
| Triad Wealth Partners, LLC | 2,897 | $1.65M | 0.21% | +635+28.1% | Added |
| Community Bank & Trust, Waco, Texas | 2,909 | $1.66M | 0.34% | −124−4.1% | Reduced |
| Western Financial Corp | 2,911 | $1.66M | 0.72% | +48+1.7% | Added |
| Pine Valley Investments Ltd Liability Co | 2,924 | $1.66M | 0.09% | +35+1.2% | Added |
| Impact Investors, Inc | 2,925 | $1.66M | 1.10% | −30−1.0% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,933 | $1.67M | 0.34% | +685+30.5% | Added |
| Prakash Investment Advisors LLC | 2,935 | $1.67M | 1.19% | −665−18.5% | Reduced |
| Ellevest, Inc. | 2,940 | $1.67M | 0.24% | −183−5.9% | Reduced |
| Buckhead Capital Management LLC | 2,945 | $1.68M | 0.61% | −36−1.2% | Reduced |
| Wallace Advisory Group, LLC | 2,990 | $1.68M | 1.35% | −567−15.9% | Reduced |
| Affinity Capital Advisors, LLC | 2,920 | $1.69M | 0.26% | 00.0% | Unchanged |
| Hutchens & Kramer Investment Management Group, LLC | 2,964 | $1.69M | 0.66% | −62−2.0% | Reduced |
| Koa Wealth Management, LLC | 2,969 | $1.69M | 1.25% | −92−3.0% | Reduced |
| Darden Wealth Group Inc | 2,977 | $1.69M | 0.89% | +142+5.0% | Added |
| Pacifica Partners Inc. | 2,952 | $1.69M | 0.61% | −34−1.1% | Reduced |
| Childress Capital Advisors, LLC | 2,983 | $1.70M | 0.31% | +95+3.3% | Added |
| Aspen Grove Capital, LLC | 2,987 | $1.70M | 0.29% | −381−11.3% | Reduced |
| Modern Wealth Management, LLC | 2,987 | $1.70M | 0.03% | +498+20.0% | Added |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,000 | $1.71M | 0.90% | −1,500−33.3% | Reduced |
| Trust Investment Advisors | 3,000 | $1.71M | 0.96% | +64+2.2% | Added |
| Ocean Capital Management, LLC | 3,020 | $1.72M | 0.35% | 00.0% | Unchanged |
| MMBG Investment Advisors Co. | 3,030 | $1.72M | 0.15% | +3,030 | New |
| United Community Bank | 3,034 | $1.73M | 0.53% | +211+7.5% | Added |
| Cambria Investment Management, L.P. | 3,044 | $1.73M | 0.11% | −727−19.3% | Reduced |
| Weaver Capital Management LLC | 3,050 | $1.73M | 0.38% | +3,050 | New |
| Everpar Advisors LLC | 3,051 | $1.74M | 0.69% | +6+0.2% | Added |
| Winthrop Advisory Group LLC | 3,053 | $1.74M | 0.15% | +308+11.2% | Added |
| Pacific Point Advisors, LLC | 3,066 | $1.74M | 1.02% | +21+0.7% | Added |
| Prudent Man Advisors, LLC | 3,073 | $1.75M | 0.64% | −357−10.4% | Reduced |
| Cornercap Investment Counsel Inc | 3,078 | $1.75M | 0.87% | −10−0.3% | Reduced |
| Platform Technology Partners | 3,084 | $1.75M | 0.42% | −119−3.7% | Reduced |
| Regal Investment Advisors LLC | 3,086 | $1.76M | 0.11% | +121+4.1% | Added |
| Ratan Capital Management LP | 3,100 | $1.76M | 0.95% | 00.0% | Unchanged |
| Embree Financial Group | 3,102 | $1.76M | 0.24% | +1,997+180.7% | Added |
| CoreCap Advisors, LLC | 3,106 | $1.77M | 0.06% | +390+14.4% | Added |
| Legato Capital Management LLC | 3,108 | $1.77M | 0.19% | 00.0% | Unchanged |
| BCJ Capital Management, LLC | 3,127 | $1.78M | 0.11% | +348+12.5% | Added |
| Eisler Capital Management Ltd. | 3,126 | $1.78M | 0.04% | +245+8.5% | Added |
| Cross Staff Investments Inc | 3,134 | $1.78M | 1.24% | +22+0.7% | Added |
| Capital Counsel LLC | 3,138 | $1.78M | 0.07% | −25−0.8% | Reduced |
| Aspiriant, LLC | 3,140 | $1.79M | 0.05% | −186−5.6% | Reduced |
| LBMC Investment Advisors, LLC | 3,141 | $1.79M | 0.11% | +1,405+80.9% | Added |
| First National Bank Sioux Falls | 3,143 | $1.79M | 0.56% | −17−0.5% | Reduced |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,150 | $1.79M | 0.29% | +30+1.0% | Added |
| Orrstown Financial Services Inc | 3,159 | $1.80M | 0.31% | +131+4.3% | Added |
| Elevated Capital Advisors, LLC | 3,169 | $1.80M | 0.45% | +134+4.4% | Added |
| Aft, Forsyth & Sober, LLC | 3,175 | $1.81M | 0.56% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 3,219 | $1.83M | 0.41% | −4−0.1% | Reduced |
| Virtus Investment Advisers, Inc. | 3,221 | $1.83M | 0.52% | +625+24.1% | Added |
| CVFG LLC | 3,225 | $1.83M | 1.33% | −93−2.8% | Reduced |
| Sheets Smith Wealth Management | 3,228 | $1.84M | 0.21% | −10−0.3% | Reduced |
| Versant Capital Management, Inc | 3,237 | $1.84M | 0.25% | +799+32.8% | Added |
| Retirement Guys Formula LLC | 3,244 | $1.85M | 0.65% | −24−0.7% | Reduced |
| Journey Advisory Group, LLC | 3,246 | $1.85M | 0.14% | +3+0.1% | Added |
| Fullcircle Wealth LLC | 3,342 | $1.85M | 0.65% | −26−0.8% | Reduced |
| WBH Advisory Inc | 3,254 | $1.85M | 0.14% | −70−2.1% | Reduced |
| RD Lewis Holdings, Inc. | 3,300 | $1.85M | 1.74% | +130+4.1% | Added |
| First National Trust Co | 3,261 | $1.85M | 0.06% | +324+11.0% | Added |
| Missouri Trust & Investment Co | 3,265 | $1.86M | 0.55% | 00.0% | Unchanged |
| Intelligent Financial Strategies | 3,270 | $1.86M | 0.91% | −959−22.7% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,277 | $1.86M | 0.70% | −164−4.8% | Reduced |
| HMS Capital Management, LLC | 3,278 | $1.86M | 0.78% | −55−1.7% | Reduced |
| Corps Capital Advisors, LLC | 3,286 | $1.87M | 2.83% | +6+0.2% | Added |
| KG&L Capital Management,LLC | 3,291 | $1.87M | 0.51% | −3,078−48.3% | Reduced |
| Waverton Investment Management Ltd | 3,297 | $1.87M | 0.02% | −872−20.9% | Reduced |
| First Horizon Corp | 3,298 | $1.88M | 0.09% | +3,298 | New |
| Aua Capital Management, LLC | 3,301 | $1.88M | 1.05% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 3,309 | $1.88M | 0.45% | +401+13.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 3,311 | $1.88M | 1.65% | −4,052−55.0% | Reduced |
| Heritage Trust Co | 3,316 | $1.89M | 0.20% | −121−3.5% | Reduced |
| Semus Wealth Partners LLC | 3,320 | $1.89M | 1.07% | +5+0.2% | Added |
| GM Advisory Group, Inc. | 3,326 | $1.89M | 0.08% | −543−14.0% | Reduced |
| Ethos Financial Group, LLC | 3,339 | $1.90M | 0.15% | +11+0.3% | Added |
| HF Advisory Group, LLC | 3,344 | $1.90M | 0.70% | −87−2.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,351 | $1.91M | 0.06% | −404−10.8% | Reduced |
| SS&H Financial Advisors, Inc. | 3,354 | $1.91M | 0.58% | +250+8.1% | Added |
| Shaker Investments LLC | 3,356 | $1.91M | 0.76% | +3,356 | New |
| Cape Cod Five Cents Savings Bank | 3,866 | $1.91M | 0.18% | 00.0% | Unchanged |
| Alpha Cubed Investments, LLC | 3,362 | $1.91M | 0.07% | −275−7.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 3,371 | $1.92M | 0.45% | +490+17.0% | Added |
| Van Strum & Towne Inc. | 3,375 | $1.92M | 0.56% | 00.0% | Unchanged |
| Woodmont Investment Counsel LLC | 3,382 | $1.92M | 0.13% | −648−16.1% | Reduced |
| Synergy Financial Group, LTD | 3,398 | $1.93M | 1.30% | −63−1.8% | Reduced |
| Clear Creek Financial Management, LLC | 3,406 | $1.94M | 0.17% | +12+0.4% | Added |
| Cahill Financial Advisors Inc | 3,415 | $1.94M | 0.22% | −37−1.1% | Reduced |
| Kestra Investment Management, LLC | 3,417 | $1.94M | 0.05% | −1,931−36.1% | Reduced |
| Waldron Private Wealth LLC | 3,429 | $1.95M | 0.08% | +299+9.6% | Added |
| Hilltop National Bank | 3,473 | $1.98M | 0.49% | +176+5.3% | Added |