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 |
|---|---|---|---|---|---|
| Aventura Private Wealth, LLC | 7,832 | $4.45M | 1.64% | +1,425+22.2% | Added |
| San Luis Wealth Advisors LLC | 7,831 | $4.45M | 0.80% | +1,314+20.2% | Added |
| Yukon Wealth Management, Inc. | 7,812 | $4.44M | 1.46% | +45+0.6% | Added |
| Journey Strategic Wealth LLC | 7,808 | $4.44M | 0.13% | +381+5.1% | Added |
| Independence Bank of Kentucky | 7,808 | $4.44M | 0.57% | +456+6.2% | Added |
| Greenfield Savings Bank | 7,786 | $4.43M | 1.87% | −125−1.6% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 7,783 | $4.43M | 0.09% | +1,260+19.3% | Added |
| Soltis Investment Advisors LLC | 7,756 | $4.41M | 0.31% | +261+3.5% | Added |
| Inkwell Capital LLC | 7,747 | $4.41M | 4.49% | −128−1.6% | Reduced |
| Inspirion Wealth Advisors, LLC | 8,920 | $4.40M | 0.62% | +1,012+12.8% | Added |
| Fiduciary Alliance LLC | 7,742 | $4.40M | 0.30% | −71−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 7,739 | $4.40M | 0.12% | −23,181−75.0% | Reduced |
| Abc Arbitrage SA | 7,717 | $4.39M | 0.43% | +3,450+80.9% | Added |
| Peak Asset Management, LLC | 7,706 | $4.38M | 0.77% | −8−0.1% | Reduced |
| Chicago Trust Co NA | 7,705 | $4.38M | 0.61% | +541+7.6% | Added |
| Mount Yale Investment Advisors, LLC | 7,676 | $4.37M | 0.30% | +3,648+90.6% | Added |
| In-Depth Partners, LLC | 7,664 | $4.36M | 4.62% | 00.0% | Unchanged |
| United Bank | 7,652 | $4.35M | 1.51% | +578+8.2% | Added |
| Banco BTG Pactual S.A. | 7,650 | $4.35M | 0.64% | +3,850+101.3% | Added |
| Capital Asset Advisory Services LLC | 7,623 | $4.34M | 0.19% | +326+4.5% | Added |
| Pensionfund Sabic | 7,600 | $4.32M | 1.18% | 00.0% | Unchanged |
| Klingman & Associates, LLC | 7,599 | $4.32M | 0.22% | +64+0.8% | Added |
| Ceera Investments, LLC | 7,595 | $4.32M | 1.35% | −1,000−11.6% | Reduced |
| Parkside Financial Bank & Trust | 7,535 | $4.29M | 0.33% | +1,548+25.9% | Added |
| Zweig-DiMenna Associates LLC | 7,450 | $4.24M | 0.33% | −10,350−58.1% | Reduced |
| Virtu Financial LLC | 7,430 | $4.23M | 0.24% | +7,430 | New |
| Global Trust Asset Management, LLC | 7,408 | $4.21M | 1.91% | −38−0.5% | Reduced |
| Cohen Capital Management, Inc. | 7,346 | $4.18M | 0.65% | −20−0.3% | Reduced |
| Gibbs Wealth Management | 7,334 | $4.17M | 0.94% | −1,310−15.2% | Reduced |
| Independent Financial Group, LLC | 7,303 | $4.15M | 0.10% | +287+4.1% | Added |
| MV Capital Management, Inc. | 7,303 | $4.15M | 0.40% | +540+8.0% | Added |
| Circle Wealth Management, LLC | 7,298 | $4.15M | 0.08% | +152+2.1% | Added |
| Dana Investment Advisors, Inc. | 7,283 | $4.14M | 0.12% | −1,190−14.0% | Reduced |
| Howland Capital Management LLC | 7,265 | $4.13M | 0.16% | +633+9.5% | Added |
| Steel Peak Wealth Management LLC | 7,243 | $4.12M | 0.14% | +2,925+67.7% | Added |
| Jacobi Capital Management LLC | 7,232 | $4.11M | 0.25% | +10+0.1% | Added |
| Channing Global Advisors, LLC | 7,218 | $4.11M | 2.84% | −1,725−19.3% | Reduced |
| Cary Street Partners Financial LLC | 7,210 | $4.10M | 0.11% | +227+3.3% | Added |
| Personal Cfo Solutions, LLC | 7,210 | $4.10M | 0.72% | −100−1.4% | Reduced |
| Tyche Wealth Partners LLC | 7,183 | $4.09M | 0.72% | 00.0% | Unchanged |
| Spinnaker Trust | 7,173 | $4.08M | 0.23% | 00.0% | Unchanged |
| Twin Capital Management Inc | 7,151 | $4.07M | 0.51% | +2,034+39.7% | Added |
| Prospect Hill Management, LLC | 7,150 | $4.07M | 1.74% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 7,145 | $4.06M | 1.37% | −219−3.0% | Reduced |
| Transcend Wealth Collective, LLC | 7,135 | $4.06M | 0.29% | +334+4.9% | Added |
| Blue Edge Capital, LLC | 7,086 | $4.03M | 0.57% | −357−4.8% | Reduced |
| Harold Davidson & Associates Inc. | 7,078 | $4.03M | 1.83% | +2,586+57.6% | Added |
| Okabena Investment Services Inc | 7,051 | $4.01M | 0.78% | +932+15.2% | Added |
| Papamarkou Wellner Asset Management inc. | 7,050 | $4.01M | 2.48% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 7,036 | $4.00M | 1.41% | −74−1.0% | Reduced |
| Sawyer & Company, Inc | 7,124 | $4.00M | 1.51% | −47−0.7% | Reduced |
| Ronald Blue Trust, Inc. | 7,037 | $4.00M | 0.04% | +8+0.1% | Added |
| Smithfield Trust Co | 7,038 | $4.00M | 0.18% | −249−3.4% | Reduced |
| Fidelis Capital Partners, LLC | 7,035 | $4.00M | 0.31% | +623+9.7% | Added |
| Viking Fund Management LLC | 7,000 | $3.98M | 0.48% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 6,986 | $3.97M | 0.08% | +114+1.7% | Added |
| Geneos Wealth Management Inc. | 6,961 | $3.96M | 0.10% | −4,298−38.2% | Reduced |
| LVW Advisors, LLC | 6,955 | $3.96M | 0.41% | −905−11.5% | Reduced |
| Angeles Wealth Management, LLC | 6,905 | $3.93M | 0.24% | −76−1.1% | Reduced |
| Woodard & Co Asset Management Group Inc | 6,901 | $3.93M | 0.64% | +478+7.4% | Added |
| Accurate Wealth Management, LLC | 6,900 | $3.92M | 0.52% | −93−1.3% | Reduced |
| SeaBridge Investment Advisors LLC | 6,854 | $3.90M | 0.63% | +391+6.0% | Added |
| CRA Financial Services, LLC | 6,804 | $3.87M | 0.53% | −29−0.4% | Reduced |
| Duncan Williams Asset Management, LLC | 6,799 | $3.87M | 1.09% | +73+1.1% | Added |
| Cullen Investment Group, Ltd. | 6,651 | $3.86M | 0.51% | −215−3.1% | Reduced |
| Accent Capital Management, LLC | 6,782 | $3.86M | 1.64% | +7+0.1% | Added |
| Holderness Investments Co | 6,769 | $3.85M | 0.79% | +32+0.5% | Added |
| Ausdal Financial Partners, Inc. | 6,718 | $3.82M | 0.19% | +1,988+42.0% | Added |
| Prosperitas Financial LLC | 6,713 | $3.82M | 1.58% | +317+5.0% | Added |
| Nicolet Bankshares Inc | 6,708 | $3.82M | 0.61% | +46+0.7% | Added |
| NVWM, LLC | 6,704 | $3.81M | 0.86% | +26+0.4% | Added |
| Agate Pass Investment Management, LLC | 6,685 | $3.80M | 1.45% | +106+1.6% | Added |
| Segment Wealth Management, LLC | 6,685 | $3.80M | 0.23% | +71+1.1% | Added |
| Commonwealth Retirement Investments LLC | 6,676 | $3.80M | 1.29% | +493+8.0% | Added |
| Belpointe Asset Management LLC | 6,662 | $3.79M | 0.14% | −1,715−20.5% | Reduced |
| MONECO Advisors, LLC | 6,646 | $3.78M | 0.32% | +9+0.1% | Added |
| Modus Advisors, LLC | 6,645 | $3.78M | 1.03% | +39+0.6% | Added |
| Prosperity Consulting Group, LLC | 6,633 | $3.77M | 0.19% | +210+3.3% | Added |
| Barbara Oil Co. | 6,630 | $3.77M | 1.40% | −1,250−15.9% | Reduced |
| Resonant Capital Advisors, LLC | 6,597 | $3.75M | 0.22% | −296−4.3% | Reduced |
| Simmons Bank | 6,572 | $3.74M | 0.25% | +75+1.2% | Added |
| HBK Sorce Advisory LLC | 6,624 | $3.73M | 0.09% | −391−5.6% | Reduced |
| Fortune Financial Advisors, LLC | 6,550 | $3.73M | 2.80% | +132+2.1% | Added |
| Kingswood Wealth Advisors, LLC | 6,543 | $3.72M | 0.23% | +991+17.8% | Added |
| Sage Mountain Advisors LLC | 6,524 | $3.71M | 0.21% | +742+12.8% | Added |
| EverSource Wealth Advisors, LLC | 6,515 | $3.71M | 0.15% | −557−7.9% | Reduced |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,512 | $3.70M | 0.41% | −4,336−40.0% | Reduced |
| Strong Tower Advisory Services | 6,504 | $3.70M | 0.70% | +322+5.2% | Added |
| CSM Advisors, LLC | 6,494 | $3.69M | 0.10% | +5,833+882.5% | Added |
| Roble, Belko & Company, Inc | 6,465 | $3.68M | 0.50% | −107−1.6% | Reduced |
| Mirabaud & Cie SA | 6,424 | $3.65M | 1.16% | +15+0.2% | Added |
| Camden Capital, LLC | 6,414 | $3.65M | 0.25% | +1,443+29.0% | Added |
| Sunbelt Securities, Inc. | 6,414 | $3.65M | 0.25% | −52−0.8% | Reduced |
| Alliance Wealth Advisors, LLC | 6,414 | $3.65M | 0.86% | −1,286−16.7% | Reduced |
| NBT Bank N A | 6,947 | $3.63M | 0.24% | +442+6.8% | Added |
| Bell Bank | 6,380 | $3.63M | 0.16% | +129+2.1% | Added |
| Country Club Bank | 6,347 | $3.61M | 0.21% | −209−3.2% | Reduced |
| Kendall Capital Management | 6,331 | $3.60M | 0.81% | +60+1.0% | Added |
| Calamos Wealth Management LLC | 6,330 | $3.60M | 0.13% | +1,857+41.5% | Added |
| Avestar Capital, LLC | 6,307 | $3.59M | 0.26% | −772−10.9% | Reduced |