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 13 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
- 3,512
- +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
- 1,324 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 |
|---|---|---|---|---|---|
| Cardinal Strategic Wealth Guidance | 388 | $220.7K | 0.06% | −270−41.0% | Reduced |
| Tandem Capital Management Corp | 389 | $221.3K | 0.10% | 00.0% | Unchanged |
| Westbourne Investment Advisors, Inc. | 390 | $221.8K | 0.06% | +390 | New |
| Cornerstone Select Advisors, LLC | 391 | $222.4K | 0.16% | +21+5.7% | Added |
| Hopwood Financial Services, Inc. | 392 | $222.7K | 0.15% | 00.0% | Unchanged |
| Hurley Capital, LLC | 392 | $222.9K | 0.13% | +392 | New |
| Hutchinson Capital Management | 392 | $223.0K | 0.04% | −1−0.3% | Reduced |
| Smith Chas P & Associates Pa Cpas | 393 | $223.5K | 0.02% | −623−61.3% | Reduced |
| Trust Co | 394 | $224.1K | 0.02% | 00.0% | Unchanged |
| Maxele Advisors, LLC | 395 | $224.7K | 0.19% | −10−2.5% | Reduced |
| Knightsbridge Asset Management, LLC | 395 | $224.7K | 0.04% | +395 | New |
| Yeomans Consulting Group, Inc. | 392 | $224.9K | 0.08% | +5+1.3% | Added |
| Lifeworks Advisors, LLC | 397 | $225.7K | 0.03% | +397 | New |
| Lutz Financial Services LLC | 397 | $225.8K | 0.02% | −7−1.7% | Reduced |
| Schulz Wealth, LTD. | 398 | $226.4K | 0.15% | 00.0% | Unchanged |
| Heathbridge Capital Management Ltd. | 400 | $227.5K | 0.09% | −25−5.9% | Reduced |
| Pinnacle Holdings, LLC | 400 | $227.5K | 0.08% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 400 | $227.5K | 0.05% | 00.0% | Unchanged |
| Ti-Trust, Inc | 400 | $227.5K | 0.14% | 00.0% | Unchanged |
| Consultiva Wealth Management, Corp. | 400 | $227.5K | 0.64% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 400 | $227.5K | 0.12% | 00.0% | Unchanged |
| Cura Wealth Advisors, LLC | 400 | $227.5K | 0.09% | +400 | New |
| BridgePort Financial Solutions, LLC | 401 | $227.9K | 0.06% | −17−4.1% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 402 | $228.4K | 0.02% | 00.0% | Unchanged |
| M3 Advisory Group, LLC | 402 | $228.4K | 0.14% | −10−2.4% | Reduced |
| Sage Financial Management Group, Inc. | 403 | $229.2K | 0.07% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 403 | $229.2K | 0.02% | −11−2.7% | Reduced |
| Castle Wealth Management LLC | 403 | $229.3K | 0.08% | −57−12.4% | Reduced |
| KWMG, LLC | 403 | $229.3K | 0.02% | 00.0% | Unchanged |
| Accredited Wealth Management, LLC | 151 | $230.6K | 0.18% | −254−62.7% | Reduced |
| Cooper/Haims Advisors, LLC | 406 | $230.9K | 0.11% | −10−2.4% | Reduced |
| Rempart Asset Management Inc. | 406 | $230.9K | 0.04% | +406 | New |
| Avid Wealth Partners LLC | 407 | $231.5K | 0.12% | +3+0.7% | Added |
| SLT Holdings LLC | 407 | $231.5K | 0.15% | +407 | New |
| Cladis Investment Advisory, LLC | 408 | $232.3K | 0.13% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 409 | $232.5K | 0.02% | −7−1.7% | Reduced |
| Defined Financial Planning LLC | 405 | $233.5K | 0.19% | +1+0.2% | Added |
| Helium Advisors LLC | 410 | $233.5K | 0.19% | +29+7.6% | Added |
| Westside Investment Management, Inc. | 407 | $233.5K | 0.04% | +187+85.0% | Added |
| Greenwich Wealth Management LLC | 411 | $234.0K | 0.01% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 412 | $234.3K | 0.04% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 412 | $234.3K | 0.13% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 412 | $234.6K | 0.03% | +412 | New |
| David J Yvars Group | 412 | $234.6K | 0.13% | 00.0% | Unchanged |
| LJI Wealth Management, LLC | 414 | $235.5K | 0.04% | −21−4.8% | Reduced |
| Planned Solutions, Inc. | 414 | $235.5K | 0.08% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 415 | $236.1K | 0.03% | 00.0% | Unchanged |
| Alpha Financial Partners, LLC | 416 | $236.4K | 0.15% | 00.0% | Unchanged |
| Carter Financial Group, INC. | 416 | $236.4K | 0.14% | +42+11.2% | Added |
| Earnest Partners LLC | 416 | $236.6K | 0.00% | +13+3.2% | Added |
| Johnson Bixby & Associates, LLC | 418 | $237.8K | 0.03% | 00.0% | Unchanged |
| Keystone Financial Services | 421 | $239.5K | 0.07% | +32+8.2% | Added |
| Brave Warrior Advisors, LLC | 422 | $240.0K | 0.01% | 00.0% | Unchanged |
| Pennington Partners & Co., LLC | 422 | $240.2K | 0.11% | −33−7.3% | Reduced |
| Finivi Inc. | 423 | $240.5K | 0.15% | +11+2.7% | Added |
| Causey Wealth LLC | 423 | $240.6K | 0.12% | 00.0% | Unchanged |
| American National Bank of Texas | 423 | $240.6K | 0.23% | +423 | New |
| Van Hulzen Asset Management, LLC | 423 | $240.8K | 0.02% | −4−0.9% | Reduced |
| Bullseye Investment Management, LLC | 440 | $241.0K | 0.15% | 00.0% | Unchanged |
| Fluent Financial, LLC | 425 | $241.7K | 0.09% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 425 | $242.0K | 0.14% | +33+8.4% | Added |
| Coastwise Capital Group, LLC | 426 | $242.6K | 0.17% | +22+5.4% | Added |
| LongView Wealth Management | 427 | $242.9K | 0.07% | −25−5.5% | Reduced |
| Intrepid Capital Management Inc | 428 | $243.5K | 0.10% | 00.0% | Unchanged |
| IMPACTfolio, LLC | 430 | $244.3K | 0.11% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 430 | $244.6K | 0.05% | +14+3.4% | Added |
| Mizuho Markets Americas LLC | 430 | $244.6K | 0.01% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 431 | $245.2K | 0.02% | +431 | New |
| Truepoint, Inc. | 433 | $246.3K | 0.01% | 00.0% | Unchanged |
| Kondo Wealth Advisors, Inc. | 433 | $246.3K | 0.10% | +10+2.4% | Added |
| Sterling Investment Advisors, Ltd. | 434 | $246.8K | 0.05% | +3+0.7% | Added |
| KFA Private Wealth Group, LLC | 434 | $246.9K | 0.07% | +434 | New |
| Blake Schutter Theil Wealth Advisors, LLC | 436 | $248.0K | 0.25% | −23−5.0% | Reduced |
| Stillwater Wealth Management Group | 436 | $248.0K | 0.17% | +436 | New |
| Freedom Day Solutions, LLC | 437 | $248.5K | 0.07% | +1+0.2% | Added |
| BLVD Private Wealth, LLC | 437 | $248.6K | 0.21% | −36−7.6% | Reduced |
| Roberts Glore & Co Inc | 437 | $248.6K | 0.07% | −13−2.9% | Reduced |
| Patriot Investment Management Inc. | 437 | $248.6K | 0.02% | +437 | New |
| Warburton Capital Management, LLC | 435 | $249.0K | 0.15% | +6+1.4% | Added |
| Absolute Capital Management, LLC | 438 | $249.2K | 0.11% | +20+4.8% | Added |
| Willis Johnson & Associates, Inc. | 438 | $249.3K | 0.02% | +438 | New |
| Puff Wealth Management, LLC | 439 | $249.6K | 0.38% | −258,272−99.8% | Reduced |
| Selective Wealth Management, Inc. | 431 | $250.1K | 0.08% | +431 | New |
| Abound Wealth Management | 441 | $250.8K | 0.06% | +91+26.0% | Added |
| Samalin Investment Counsel, LLC | 442 | $251.3K | 0.09% | −8−1.8% | Reduced |
| Opus Capital Group, LLC | 443 | $252.0K | 0.03% | +3+0.7% | Added |
| Artemis Wealth Advisors, LLC | 444 | $252.6K | 0.04% | 00.0% | Unchanged |
| O'Rourke & Company, Inc | 445 | $252.9K | 0.11% | +38+9.3% | Added |
| Instrumental Wealth, LLC | 458 | $253.6K | 0.18% | +31+7.3% | Added |
| Hofer & Associates. Inc | 446 | $253.7K | 0.15% | −206−31.6% | Reduced |
| ZEGA Investments, LLC | 446 | $253.8K | 0.06% | +6+1.4% | Added |
| Israel Discount Bank of New York | 448 | $254.8K | 0.75% | −9−2.0% | Reduced |
| Wealth Advisory Solutions, LLC | 449 | $255.4K | 0.06% | −182−28.8% | Reduced |
| Bienville Capital Management, LLC | 450 | $256.0K | 0.05% | −284−38.7% | Reduced |
| Marble Harbor Investment Counsel, LLC | 450 | $256.0K | 0.03% | −110−19.6% | Reduced |
| LifePlan Investment Advisors, Inc. | 450 | $256.0K | 0.11% | −15−3.2% | Reduced |
| Impact Partnership Wealth, LLC | 450 | $256.0K | 0.04% | +20+4.7% | Added |
| Armstrong Advisory Group, Inc | 450 | $256.0K | 0.02% | +73+19.4% | Added |
| Lansing Street Advisors | 450 | $256.2K | 0.07% | +44+10.8% | Added |
| Vision Financial Markets LLC | 452 | $256.5K | 0.22% | 00.0% | Unchanged |