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
- 3,511
- +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 | 3,634 | $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 |
|---|---|---|---|---|---|
| Codex Capital Asset Management L.L.C. | 14,100 | $8.01M | 3.02% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 14,059 | $8.00M | 1.18% | −418−2.9% | Reduced |
| Armstrong Henry H Associates Inc | 14,055 | $7.99M | 0.72% | 00.0% | Unchanged |
| Stenham Asset Management (UK) Plc | 14,050 | $7.99M | 8.53% | +14,050 | New |
| First National Advisers, LLC | 14,031 | $7.98M | 1.08% | +258+1.9% | Added |
| Spears Abacus Advisors LLC | 14,013 | $7.97M | 0.15% | −78−0.6% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 13,988 | $7.96M | 0.21% | −44−0.3% | Reduced |
| Welch & Forbes LLC | 13,860 | $7.88M | 0.09% | +32+0.2% | Added |
| Norden Group LLC | 13,837 | $7.87M | 0.80% | −330−2.3% | Reduced |
| GeoWealth Management, LLC | 13,808 | $7.85M | 0.29% | +2,870+26.2% | Added |
| Peapack Gladstone Financial Corp | 13,808 | $7.85M | 0.10% | +378+2.8% | Added |
| Modera Wealth Management, LLC | 13,791 | $7.84M | 0.09% | −70−0.5% | Reduced |
| De Burlo Group Inc | 13,782 | $7.84M | 0.94% | +30+0.2% | Added |
| Pinnacle Financial Partners Inc | 13,742 | $7.82M | 0.19% | −13−0.1% | Reduced |
| Yarbrough Capital, LLC | 13,720 | $7.80M | 0.24% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 13,699 | $7.80M | 2.67% | +202+1.5% | Added |
| Fort Sheridan Advisors LLC | 13,643 | $7.76M | 1.02% | +129+1.0% | Added |
| Alcosta Capital Management, Inc. | 13,616 | $7.74M | 4.17% | −217−1.6% | Reduced |
| Bridgewater Advisors Inc. | 13,994 | $7.74M | 0.54% | −53−0.4% | Reduced |
| Axxcess Wealth Management, LLC | 13,578 | $7.72M | 0.16% | −294−2.1% | Reduced |
| NorthRock Partners, LLC | 13,554 | $7.71M | 0.14% | +2,364+21.1% | Added |
| Eukles Asset Management | 13,553 | $7.71M | 3.00% | −213−1.5% | Reduced |
| Ascent Wealth Partners, LLC | 13,523 | $7.69M | 0.89% | −107−0.8% | Reduced |
| Frank, Rimerman Advisors LLC | 13,520 | $7.69M | 0.49% | −64−0.5% | Reduced |
| Global Retirement Partners, LLC | 13,493 | $7.68M | 0.17% | +718+5.6% | Added |
| Archford Capital Strategies, LLC | 13,463 | $7.66M | 0.91% | +4,110+43.9% | Added |
| Central Bank & Trust Co | 13,459 | $7.66M | 1.21% | −544−3.9% | Reduced |
| South Street Advisors LLC | 13,454 | $7.65M | 1.00% | +567+4.4% | Added |
| Marshall & Sullivan Inc | 13,322 | $7.58M | 3.51% | −175−1.3% | Reduced |
| Geneva Partners, LLC | 13,242 | $7.53M | 2.75% | −25−0.2% | Reduced |
| Teewinot Capital Advisers, L.L.C. | 13,208 | $7.51M | 0.58% | +6,885+108.9% | Added |
| CFO4Life Group, LLC | 13,196 | $7.51M | 1.09% | −87−0.7% | Reduced |
| Fortis Capital Management LLC | 13,171 | $7.49M | 1.05% | +800+6.5% | Added |
| Stock Yards Bank & Trust Co | 13,148 | $7.48M | 0.23% | −553−4.0% | Reduced |
| Fulcrum Asset Management LLP | 13,140 | $7.47M | 2.07% | −364−2.7% | Reduced |
| Insigneo Advisory Services, LLC | 13,131 | $7.47M | 0.52% | +640+5.1% | Added |
| Leavell Investment Management, Inc. | 13,128 | $7.47M | 0.31% | +59+0.5% | Added |
| Portside Wealth Group, LLC | 13,112 | $7.46M | 1.04% | −807−5.8% | Reduced |
| Hixon Zuercher, LLC | 13,063 | $7.43M | 2.26% | −77−0.6% | Reduced |
| Aviso Financial Inc. | 13,040 | $7.42M | 0.30% | +407+3.2% | Added |
| Infusive Asset Management Inc. | 13,018 | $7.40M | 3.40% | −635−4.7% | Reduced |
| Evelyn Partners Investment Management (Europe) Ltd | 13,015 | $7.40M | 2.56% | −1,109−7.9% | Reduced |
| McDonough Capital Management, Inc | 12,984 | $7.39M | 3.72% | +7+0.1% | Added |
| Spirepoint Private Client, LLC | 12,900 | $7.34M | 0.77% | +600+4.9% | Added |
| GLOBALT Investments LLC | 12,875 | $7.32M | 0.27% | −187−1.4% | Reduced |
| Trust Co of Toledo NA | 12,845 | $7.31M | 0.73% | +335+2.7% | Added |
| Linden Thomas Advisory Services, LLC | 12,804 | $7.28M | 0.74% | +429+3.5% | Added |
| Turtle Creek Wealth Advisors, LLC | 12,802 | $7.28M | 0.65% | +1,747+15.8% | Added |
| RFG Advisory, LLC | 12,669 | $7.21M | 0.15% | −12−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 12,654 | $7.20M | 0.07% | −1,247−9.0% | Reduced |
| Gibraltar Capital Management, Inc. | 12,628 | $7.18M | 1.29% | −231−1.8% | Reduced |
| Syon Capital LLC | 12,621 | $7.18M | 0.39% | +1,705+15.6% | Added |
| CMH Wealth Management LLC | 12,577 | $7.15M | 1.52% | +124+1.0% | Added |
| Mattern Capital Management, LLC | 12,502 | $7.11M | 0.84% | +3,243+35.0% | Added |
| Boston Private Wealth LLC | 12,444 | $7.08M | 0.38% | −1,530−10.9% | Reduced |
| R.H. Investment Group, LLC | 12,436 | $7.07M | 6.14% | −90−0.7% | Reduced |
| Graham Capital Management, L.P. | 12,421 | $7.07M | 0.26% | −3,682−22.9% | Reduced |
| Rench Wealth Management, Inc. | 12,386 | $7.05M | 2.07% | +118+1.0% | Added |
| Deltec Asset Management LLC | 12,364 | $7.03M | 1.16% | −23−0.2% | Reduced |
| Ossiam | 12,363 | $7.03M | 0.09% | −2,283−15.6% | Reduced |
| Resources Investment Advisors, LLC. | 12,337 | $7.02M | 0.07% | −220−1.8% | Reduced |
| Pictet North America Advisors SA | 12,309 | $7.00M | 0.66% | −129−1.0% | Reduced |
| Harbor Capital Advisors, Inc. | 12,284 | $6.99M | 0.54% | +242+2.0% | Added |
| McHugh Group, LLC | 12,267 | $6.98M | 4.17% | −615−4.8% | Reduced |
| Elefante Mark B | 12,240 | $6.96M | 4.45% | +1,016+9.1% | Added |
| Conning Inc. | 12,236 | $6.96M | 0.23% | −569−4.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,229 | $6.96M | 0.33% | +3,160+34.8% | Added |
| J.W. Cole Advisors, Inc. | 12,220 | $6.95M | 0.13% | +407+3.4% | Added |
| Diversify Advisory Services, LLC | 12,765 | $6.95M | 0.23% | +694+5.7% | Added |
| National Asset Management, Inc. | 12,177 | $6.93M | 0.33% | −1,028−7.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,107 | $6.89M | 0.18% | +2,453+25.4% | Added |
| Summit Financial, LLC | 12,077 | $6.87M | 0.10% | +789+7.0% | Added |
| Dakota Wealth Management | 12,067 | $6.86M | 0.14% | −1,025−7.8% | Reduced |
| Decatur Capital Management, Inc. | 12,027 | $6.84M | 2.72% | −10.0% | Reduced |
| Guinness Atkinson Asset Management Inc | 12,023 | $6.83M | 3.24% | −1,035−7.9% | Reduced |
| Moneta Group Investment Advisors LLC | 11,996 | $6.82M | 0.05% | −33−0.3% | Reduced |
| Promethos Capital, LLC | 11,987 | $6.82M | 1.83% | +3,749+45.5% | Added |
| Wedmont Private Capital | 11,725 | $6.80M | 0.25% | +426+3.8% | Added |
| Arvest Bank Trust Division | 11,914 | $6.78M | 0.38% | −164−1.4% | Reduced |
| Parsons Capital Management Inc | 11,913 | $6.78M | 0.39% | −71−0.6% | Reduced |
| Chickasaw Capital Management LLC | 11,893 | $6.76M | 0.28% | −137−1.1% | Reduced |
| Lockheed Martin Investment Management Co | 11,840 | $6.73M | 0.25% | −440−3.6% | Reduced |
| Gifford Fong Associates | 11,829 | $6.73M | 1.41% | 00.0% | Unchanged |
| Karani Asset Management LLC | 11,821 | $6.72M | 5.74% | +539+4.8% | Added |
| Shorepoint Capital Partners LLC | 11,818 | $6.72M | 1.34% | +11,818 | New |
| Ayrshire Capital Management LLC | 11,797 | $6.71M | 3.11% | −1,049−8.2% | Reduced |
| Profund Advisors LLC | 11,789 | $6.71M | 0.22% | +384+3.4% | Added |
| Massmutual Trust Co FSB | 11,765 | $6.69M | 0.17% | −247−2.1% | Reduced |
| First National Bank of Omaha | 11,734 | $6.67M | 0.42% | −571−4.6% | Reduced |
| Vista Investment Partners LLC | 11,703 | $6.66M | 1.86% | −10−0.1% | Reduced |
| BancorpSouth Bank | 11,698 | $6.65M | 0.40% | −14−0.1% | Reduced |
| Mather Group, LLC. | 11,688 | $6.65M | 0.07% | +188+1.6% | Added |
| Clearbridge Investments, LLC | 11,671 | $6.64M | 0.00% | −135−1.1% | Reduced |
| Yacktman Asset Management LP | 11,670 | $6.64M | 0.09% | 00.0% | Unchanged |
| FourThought Financial Partners, LLC | 11,662 | $6.63M | 0.58% | +454+4.1% | Added |
| Thoroughbred Financial Services, LLC | 11,661 | $6.63M | 0.41% | +233+2.0% | Added |
| Smartleaf Asset Management LLC | 11,666 | $6.63M | 0.41% | +3,022+35.0% | Added |
| Cyndeo Wealth Partners, LLC | 11,648 | $6.63M | 0.37% | −36−0.3% | Reduced |
| Strategic Global Advisors, LLC | 11,622 | $6.61M | 1.00% | −168−1.4% | Reduced |
| SGL Investment Advisors, Inc. | 12,131 | $6.60M | 2.75% | −247−2.0% | Reduced |