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 |
|---|---|---|---|---|---|
| Bank of Hawaii | 6,279 | $3.57M | 0.18% | −427−6.4% | Reduced |
| Peoples Financial Services Corp. | 6,256 | $3.56M | 1.61% | +176+2.9% | Added |
| Redmond Asset Management, LLC | 6,244 | $3.55M | 0.87% | −197−3.1% | Reduced |
| PDS Planning, Inc | 6,207 | $3.53M | 0.24% | −23−0.4% | Reduced |
| Great Lakes Retirement, Inc. | 6,188 | $3.52M | 0.38% | +272+4.6% | Added |
| Benchmark Investment Advisors LLC | 6,185 | $3.52M | 2.04% | +6,185 | New |
| Midwest Professional Planners, LTD. | 6,185 | $3.52M | 0.86% | +67+1.1% | Added |
| Main Street Financial Solutions, LLC | 6,173 | $3.51M | 0.23% | +803+15.0% | Added |
| Arjuna Capital | 6,163 | $3.51M | 0.87% | +29+0.5% | Added |
| Magnetar Financial LLC | 6,152 | $3.50M | 0.02% | −3,542−36.5% | Reduced |
| Chatham Capital Group, Inc. | 6,132 | $3.49M | 0.50% | +85+1.4% | Added |
| Boston Trust Walden Corp | 6,127 | $3.49M | 0.03% | −10−0.2% | Reduced |
| Mutual Advisors, LLC | 6,057 | $3.48M | 0.08% | +4+0.1% | Added |
| Old Second National Bank of Aurora | 6,100 | $3.47M | 0.71% | −508−7.7% | Reduced |
| Alpha Omega Wealth Management LLC | 6,093 | $3.47M | 0.58% | −25−0.4% | Reduced |
| Procyon Private Wealth Partners, LLC | 6,086 | $3.46M | 0.21% | +1,452+31.3% | Added |
| Cordatus Wealth Management LLC | 6,086 | $3.46M | 0.82% | +47+0.8% | Added |
| Atlantic Trust, LLC | 6,062 | $3.45M | 0.59% | −153−2.5% | Reduced |
| Applied Capital LLC | 6,037 | $3.43M | 2.45% | 00.0% | Unchanged |
| B & T Capital Management DBA Alpha Capital Management | 6,010 | $3.42M | 0.54% | −33−0.5% | Reduced |
| SageView Advisory Group, LLC | 5,983 | $3.40M | 0.12% | +124+2.1% | Added |
| Everhart Financial Group, Inc. | 5,980 | $3.40M | 0.34% | +216+3.7% | Added |
| Tsai Capital Corp | 5,965 | $3.39M | 2.37% | 00.0% | Unchanged |
| TriaGen Wealth Management LLC | 5,953 | $3.39M | 0.88% | +1,698+39.9% | Added |
| Howard Capital Management Inc. | 5,947 | $3.38M | 0.04% | +156+2.7% | Added |
| Dudley Capital Management, LLC | 5,945 | $3.38M | 1.53% | −5−0.1% | Reduced |
| Sendero Wealth Management, LLC | 5,944 | $3.38M | 0.40% | +468+8.5% | Added |
| Staley Capital Advisers Inc | 5,942 | $3.38M | 0.14% | 00.0% | Unchanged |
| Walled Lake Planning & Wealth Management, LLC | 5,919 | $3.37M | 1.11% | −3−0.1% | Reduced |
| Cornerstone Wealth Group, LLC | 5,911 | $3.36M | 0.23% | +69+1.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 5,900 | $3.36M | 0.88% | 00.0% | Unchanged |
| Vista Investment Partners II, LLC | 5,892 | $3.35M | 1.56% | +56+1.0% | Added |
| Patriot Financial Group Insurance Agency, LLC | 5,889 | $3.35M | 0.43% | +1,786+43.5% | Added |
| Principle Wealth Partners LLC | 5,868 | $3.34M | 0.19% | −60−1.0% | Reduced |
| Avalon Trust Co | 5,853 | $3.33M | 0.22% | +494+9.2% | Added |
| Tremblant Capital Group | 5,828 | $3.32M | 0.34% | +470+8.8% | Added |
| Portfolio Design Labs, LLC | 5,814 | $3.31M | 0.57% | +3,574+159.6% | Added |
| Pinkerton Retirement Specialists, LLC | 5,810 | $3.30M | 0.36% | +635+12.3% | Added |
| Lagoda Investment Management, L.P. | 5,804 | $3.30M | 1.87% | 00.0% | Unchanged |
| NBC Securities, Inc. | 5,782 | $3.29M | 0.25% | −21−0.4% | Reduced |
| Optas, LLC | 5,765 | $3.28M | 0.56% | −15−0.3% | Reduced |
| Elmwood Wealth Management, Inc. | 5,725 | $3.26M | 1.15% | +165+3.0% | Added |
| Asset Dedication, LLC | 5,725 | $3.26M | 0.22% | −35−0.6% | Reduced |
| Boomfish Wealth Group, LLC | 5,707 | $3.25M | 1.75% | +214+3.9% | Added |
| Csenge Advisory Group | 5,704 | $3.24M | 0.15% | −422−6.9% | Reduced |
| Putney Financial Group LLC | 5,683 | $3.23M | 3.21% | −69−1.2% | Reduced |
| Value Partners Investments Inc. | 5,682 | $3.23M | 0.26% | −12−0.2% | Reduced |
| Walleye Trading LLC | 5,678 | $3.23M | 0.05% | +5,678 | New |
| AMG National Trust Bank | 5,663 | $3.22M | 0.08% | −169−2.9% | Reduced |
| Strategic Advisors LLC | 5,646 | $3.21M | 0.52% | +294+5.5% | Added |
| Johnson Financial Group, Inc. | 5,640 | $3.21M | 0.12% | +2,722+93.3% | Added |
| IFG Advisory, LLC | 5,636 | $3.21M | 0.15% | +878+18.5% | Added |
| Peak Financial Advisors LLC | 5,633 | $3.20M | 1.54% | +4,839+609.4% | Added |
| Enterprise Financial Services Corp | 5,618 | $3.20M | 1.65% | −125−2.2% | Reduced |
| Clarius Group, LLC | 5,607 | $3.19M | 0.19% | −2,396−29.9% | Reduced |
| ProVise Management Group, LLC | 5,604 | $3.19M | 0.23% | −210−3.6% | Reduced |
| Invesco, LLC | 5,583 | $3.18M | 1.07% | −22−0.4% | Reduced |
| Saturna Capital CORP | 5,580 | $3.17M | 0.04% | −367−6.2% | Reduced |
| Gables Capital Management Inc. | 5,574 | $3.17M | 1.36% | −50−0.9% | Reduced |
| Concord Wealth Partners | 5,573 | $3.17M | 0.44% | −196−3.4% | Reduced |
| Gold Investment Management Ltd. | 5,560 | $3.16M | 1.06% | +125+2.3% | Added |
| Moss Adams Wealth Advisors LLC | 5,557 | $3.16M | 0.25% | +3+0.1% | Added |
| Centric Wealth Management | 5,726 | $3.16M | 0.70% | −103−1.8% | Reduced |
| Lynx Investment Advisory | 5,542 | $3.15M | 1.89% | −168−2.9% | Reduced |
| Summit Wealth Group LLC | 7,952 | $3.15M | 0.43% | +7,952 | New |
| Keel Point, LLC | 5,528 | $3.14M | 0.19% | −69−1.2% | Reduced |
| Marion Wealth Management | 5,509 | $3.13M | 0.74% | −36−0.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 5,505 | $3.13M | 1.40% | +19+0.3% | Added |
| WealthBridge Capital Management, LLC | 5,482 | $3.12M | 0.73% | −15−0.3% | Reduced |
| Patten & Patten Inc | 5,481 | $3.12M | 0.18% | +16+0.3% | Added |
| Weatherly Asset Management L. P. | 5,476 | $3.11M | 0.26% | −320−5.5% | Reduced |
| Koshinski Asset Management, Inc. | 5,462 | $3.11M | 0.21% | +156+2.9% | Added |
| Mitchell Sinkler & Starr | 5,448 | $3.10M | 1.39% | −45−0.8% | Reduced |
| Sovereign Financial Group, Inc. | 5,441 | $3.10M | 0.58% | +46+0.9% | Added |
| Meiji Yasuda Life Insurance Co | 5,435 | $3.09M | 0.09% | +1,416+35.2% | Added |
| IPG Investment Advisors LLC | 5,428 | $3.09M | 0.55% | −2,377−30.5% | Reduced |
| Hilltop Partners LLC | 5,414 | $3.08M | 0.92% | +690+14.6% | Added |
| Kensington Investment Counsel, LLC | 5,404 | $3.07M | 1.25% | 00.0% | Unchanged |
| Tolleson Wealth Management, Inc. | 5,388 | $3.06M | 0.47% | 00.0% | Unchanged |
| Larson Financial Group LLC | 5,362 | $3.05M | 0.11% | +205+4.0% | Added |
| Guerra Advisors Inc | 5,359 | $3.05M | 1.13% | +1,586+42.0% | Added |
| Concord Asset Management, LLC | 5,336 | $3.04M | 0.55% | −433−7.5% | Reduced |
| Forum Financial Management, LP | 5,333 | $3.03M | 0.04% | +488+10.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 5,316 | $3.02M | 0.78% | −40−0.7% | Reduced |
| Great Valley Advisor Group, Inc. | 5,309 | $3.02M | 0.06% | +1,430+36.9% | Added |
| Visionary Wealth Advisors | 5,288 | $3.01M | 0.14% | −11−0.2% | Reduced |
| Eley Financial Management, Inc | 5,286 | $3.01M | 1.08% | +57+1.1% | Added |
| Security National Bank | 5,246 | $2.98M | 0.46% | +775+17.3% | Added |
| Ssa Swiss Advisors AG | 5,260 | $2.98M | 1.39% | 00.0% | Unchanged |
| PFG Advisors | 5,238 | $2.98M | 0.12% | +439+9.1% | Added |
| Scharf Investments, LLC | 5,218 | $2.97M | 0.07% | −55−1.0% | Reduced |
| Bailard, Inc. | 5,201 | $2.96M | 0.06% | +961+22.7% | Added |
| Montecito Bank & Trust | 5,195 | $2.95M | 0.46% | +5,195 | New |
| Scott & Selber, Inc. | 5,189 | $2.95M | 0.75% | −89−1.7% | Reduced |
| Piscataqua Savings Bank | 5,188 | $2.95M | 2.30% | −187−3.5% | Reduced |
| Inlet Private Wealth, LLC | 5,184 | $2.95M | 0.67% | +15+0.3% | Added |
| Premier Path Wealth Partners, LLC | 5,176 | $2.94M | 0.38% | +100+2.0% | Added |
| Platinum Investment Management Ltd | 5,169 | $2.94M | 0.19% | +1,455+39.2% | Added |
| Lester Murray Antman dba SimplyRich | 5,162 | $2.94M | 0.79% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 5,100 | $2.93M | 1.97% | +49+1.0% | Added |