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
- 3,512
- +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 |
|---|---|---|---|---|---|
| Precision Wealth Strategies, LLC | 784 | $446.0K | 0.14% | −36−4.4% | Reduced |
| Mason & Associates Inc | 786 | $447.1K | 0.09% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 786 | $447.1K | 0.06% | +10+1.3% | Added |
| Pasadena Private Wealth, LLC | 788 | $448.2K | 0.06% | +330+72.1% | Added |
| HHM Wealth Advisors, LLC | 788 | $448.4K | 0.05% | +8+1.0% | Added |
| Wise Wealth Partners | 789 | $448.8K | 0.69% | 00.0% | Unchanged |
| Siligmueller & Norvid Wealth Advisors LLC | 785 | $449.4K | 0.20% | +785 | New |
| Global Wealth Management Investment Advisory, Inc. | 791 | $449.9K | 0.08% | +124+18.6% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 791 | $450.1K | 0.15% | −17−2.1% | Reduced |
| Integrated Capital Management, LLC | 789 | $451.4K | 0.20% | +12+1.5% | Added |
| Prescott Group Capital Management, L.L.C. | 794 | $451.6K | 0.05% | 00.0% | Unchanged |
| George Kaiser Family Foundation | 794 | $451.6K | 0.06% | 00.0% | Unchanged |
| Pembroke Management, LTD | 794 | $451.6K | 0.04% | +152+23.7% | Added |
| Willner & Heller, LLC | 798 | $454.1K | 0.35% | +51+6.8% | Added |
| TFB Advisors LLC | 801 | $454.9K | 0.13% | −732−47.7% | Reduced |
| North Ridge Wealth Advisors, Inc. | 800 | $455.0K | 0.26% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 801 | $455.6K | 0.28% | +12+1.5% | Added |
| Orgel Wealth Management, LLC | 801 | $455.6K | 0.01% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 801 | $455.6K | 0.11% | +122+18.0% | Added |
| Gemmer Asset Management LLC | 802 | $456.2K | 0.04% | +45+5.9% | Added |
| Colton Groome Financial Advisors, LLC | 802 | $456.2K | 0.14% | +61+8.2% | Added |
| Smith Shellnut Wilson LLC | 802 | $456.2K | 0.18% | +318+65.7% | Added |
| Morton Capital Management LLC | 802 | $456.2K | 0.07% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 804 | $457.2K | 0.41% | −1−0.1% | Reduced |
| 4WEALTH Advisors, Inc. | 804 | $457.2K | 0.42% | +46+6.1% | Added |
| USA Financial Portformulas Corp | 805 | $457.9K | 0.08% | −3,347−80.6% | Reduced |
| First National Bank | 805 | $457.9K | 0.24% | −4−0.5% | Reduced |
| DHJJ Financial Advisors, Ltd. | 806 | $458.5K | 0.16% | −21−2.5% | Reduced |
| Darwin Advisors, LLC | 806 | $458.9K | 0.15% | +39+5.1% | Added |
| Capstone Financial Advisors, Inc. | 808 | $459.6K | 0.02% | +20+2.5% | Added |
| Mission Creek Capital Partners, Inc. | 808 | $459.6K | 0.09% | −2−0.2% | Reduced |
| Amplius Wealth Advisors, LLC | 810 | $460.7K | 0.04% | −277−25.5% | Reduced |
| First Financial Corp | 811 | $461.3K | 0.18% | 00.0% | Unchanged |
| Ullmann Financial Group, Inc. | 811 | $461.3K | 0.05% | +67+9.0% | Added |
| Arlington Trust Co LLC | 812 | $461.9K | 0.08% | −6−0.7% | Reduced |
| Sigma Investment Counselors Inc | 813 | $462.4K | 0.02% | +21+2.7% | Added |
| Financial Management Professionals, Inc. | 816 | $464.0K | 0.05% | +253+44.9% | Added |
| Hamel Associates, Inc. | 817 | $464.7K | 0.14% | −17−2.0% | Reduced |
| Stonebridge Capital Advisors LLC | 817 | $465.0K | 0.03% | −28−3.3% | Reduced |
| Insight Advisors, LLC | 817 | $465.3K | 0.07% | +8+1.0% | Added |
| BCS Wealth Management | 820 | $466.4K | 0.11% | −145−15.0% | Reduced |
| Alteri Wealth LLC | 822 | $467.4K | 0.16% | −37−4.3% | Reduced |
| Dominguez Wealth Management Solutions, Inc. | 822 | $467.8K | 0.30% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 823 | $468.1K | 0.31% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 816 | $468.2K | 0.08% | +35+4.5% | Added |
| Ballast, Inc. | 824 | $468.7K | 0.11% | −58−6.6% | Reduced |
| Fedenia Advisers LLC | 824 | $468.7K | 0.19% | +228+38.3% | Added |
| Apollon Financial, LLC | 824 | $468.8K | 0.08% | +35+4.4% | Added |
| Prelude Capital Management, LLC | 826 | $469.8K | 0.04% | +185+28.9% | Added |
| Fortress Wealth Group, LLC | 848 | $470.5K | 0.20% | +30+3.7% | Added |
| Fiduciary Wealth Partners, LLC | 829 | $471.6K | 0.20% | +829 | New |
| TRUE Private Wealth Advisors | 832 | $473.3K | 0.05% | +67+8.8% | Added |
| Heritage Investment Group, Inc. | 833 | $473.6K | 0.08% | +1+0.1% | Added |
| Matrix Trust Co | 833 | $474.0K | 0.07% | +215+34.8% | Added |
| Tiemann Investment Advisors, LLC | 834 | $474.4K | 0.18% | +42+5.3% | Added |
| Echo45 Advisors LLC | 837 | $476.3K | 0.28% | −3−0.4% | Reduced |
| Crown Wealth Group, LLC | 840 | $477.8K | 0.14% | +35+4.3% | Added |
| Woodward Diversified Capital, LLC | 841 | $478.4K | 0.22% | +9+1.1% | Added |
| Brady Martz Wealth Solutions, LLC | 841 | $478.6K | 0.09% | +18+2.2% | Added |
| Whalen Wealth Management Inc. | 844 | $480.0K | 0.28% | −1,058−55.6% | Reduced |
| SFMG, LLC | 845 | $480.7K | 0.03% | +845 | New |
| High Net Worth Advisory Group LLC | 846 | $481.6K | 0.12% | 00.0% | Unchanged |
| First Financial Group Corp | 847 | $482.3K | 0.42% | +11+1.3% | Added |
| Global Financial Private Client, LLC | 850 | $483.5K | 0.17% | +53+6.6% | Added |
| Trust Co of the South | 854 | $485.8K | 0.08% | +8+0.9% | Added |
| Financial Council Asset Management Inc | 856 | $486.9K | 0.22% | +7+0.8% | Added |
| Argent Advisors, Inc. | 857 | $487.5K | 0.14% | +149+21.0% | Added |
| EdgeRock Capital LLC | 857 | $487.5K | 0.14% | −53−5.8% | Reduced |
| Watts Gwilliam & Co., LLC | 858 | $488.2K | 0.08% | −75−8.0% | Reduced |
| Sherbrooke Park Advisers LLC | 860 | $489.2K | 0.23% | +860 | New |
| Warther Private Wealth, LLC | 861 | $489.7K | 0.12% | −100−10.4% | Reduced |
| Philip James Wealth Mangement, LLC | 864 | $491.3K | 0.06% | +179+26.1% | Added |
| Grant Private Wealth Management Inc | 864 | $491.6K | 0.30% | +864 | New |
| Caliber Wealth Management, LLC | 865 | $492.0K | 0.05% | −142−14.1% | Reduced |
| Trilogy Capital Inc. | 868 | $493.7K | 0.02% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 869 | $494.3K | 0.06% | +10+1.2% | Added |
| Ameriflex Group, Inc. | 870 | $494.9K | 0.19% | −994−53.3% | Reduced |
| Fortis Advisors, LLC | 871 | $495.4K | 0.28% | 00.0% | Unchanged |
| M1 Capital Management LLC | 872 | $496.0K | 0.21% | +69+8.6% | Added |
| Lockerman Financial Group, Inc. | 873 | $496.6K | 0.63% | +1+0.1% | Added |
| Wulff, Hansen & Co. | 875 | $497.7K | 0.43% | −265−23.2% | Reduced |
| Gillespie Robinson & Grimm Inc | 875 | $497.7K | 0.03% | 00.0% | Unchanged |
| Quadrant Private Wealth Management, LLC | 876 | $498.3K | 0.09% | +284+48.0% | Added |
| Founders Financial Securities LLC | 877 | $498.8K | 0.03% | +263+42.8% | Added |
| Altus Wealth Group LLC | 877 | $498.9K | 0.20% | −8−0.9% | Reduced |
| Lewis Asset Management, LLC | 878 | $499.2K | 0.21% | +85+10.7% | Added |
| Benin Management CORP | 878 | $499.4K | 0.12% | 00.0% | Unchanged |
| Keyvantage Wealth, LLC | 878 | $499.4K | 0.21% | +23+2.7% | Added |
| Oak Harvest Investment Services | 879 | $500.0K | 0.06% | −5,094−85.3% | Reduced |
| Element Capital Management LLC | 880 | $500.6K | 0.71% | +880 | New |
| Wealthstream Advisors, Inc. | 881 | $501.2K | 0.08% | +64+7.8% | Added |
| Eads & Heald Wealth Management | 882 | $502.0K | 0.24% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 883 | $502.3K | 0.13% | +110+14.2% | Added |
| Lion Street Advisors, LLC | 1,498 | $502.6K | 0.17% | +66+4.6% | Added |
| First Business Financial Services, Inc. | 885 | $503.4K | 0.05% | 00.0% | Unchanged |
| Portland Global Advisors LLC | 886 | $504.0K | 0.06% | +335+60.8% | Added |
| Verus Capital Partners, LLC | 886 | $504.1K | 0.04% | −94−9.6% | Reduced |
| Potomac Fund Management Inc | 887 | $504.4K | 0.02% | +218+32.6% | Added |
| Silver Grove Financial Group, Inc. | 889 | $505.5K | 0.48% | +889 | New |
| Vivaldi Capital Management, LLC | 890 | $506.2K | 0.07% | +28+3.2% | Added |