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; 3,633 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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $450.8B |
| Q3 2025 | 3,511 | $445.2B |
| Q2 2025 | 3,536 | $448.2B |
| Q1 2025 | 3,491 | $438.3B |
| Q4 2024 | 3,449 | $422.8B |
| Q3 2024 | 3,146 | $351.6B |
| Q2 2024 | 3,122 | $314.8B |
| Q1 2024 | 3,122 | $343.5B |
| Q4 2023 | 3,041 | $305.0B |
| Q3 2023 | 2,822 | $283.0B |
| Q2 2023 | 2,787 | $282.6B |
| Q1 2023 | 2,737 | $263.3B |
| Q4 2022 | 2,714 | $253.3B |
| Q3 2022 | 2,555 | $207.8B |
| Q2 2022 | 2,594 | $231.2B |
| Q1 2022 | 2,623 | $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 |
|---|---|---|---|---|---|
| Baldwin Investment Management, LLC | 4,238 | $2.41M | 0.28% | 00.0% | Unchanged |
| TFR Capital, LLC. | 4,235 | $2.41M | 0.80% | +36+0.9% | Added |
| Ameliora Wealth Management Ltd. | 4,215 | $2.40M | 0.80% | 00.0% | Unchanged |
| HighVista Strategies LLC | 4,205 | $2.39M | 0.59% | +205+5.1% | Added |
| Mystic Asset Management, Inc. | 4,203 | $2.39M | 0.54% | −9−0.2% | Reduced |
| Cooper Financial Group | 4,194 | $2.39M | 0.26% | +287+7.3% | Added |
| Beverly Hills Private Wealth, LLC | 4,188 | $2.38M | 0.42% | +39+0.9% | Added |
| Heritage Family Offices, LLP | 4,170 | $2.37M | 1.10% | −216−4.9% | Reduced |
| YHB Investment Advisors, Inc. | 4,161 | $2.37M | 0.17% | −90−2.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,155 | $2.36M | 0.35% | −40−1.0% | Reduced |
| Alapocas Investment Partners, Inc. | 4,144 | $2.36M | 1.62% | −8−0.2% | Reduced |
| SCS Capital Management LLC | 4,129 | $2.35M | 0.03% | −2,033−33.0% | Reduced |
| Archer Investment Corp | 4,123 | $2.35M | 0.53% | +17+0.4% | Added |
| Essex Financial Services, Inc. | 4,114 | $2.34M | 0.14% | +135+3.4% | Added |
| Unique Wealth Strategies, LLC | 4,113 | $2.34M | 0.92% | −486−10.6% | Reduced |
| Sierra Capital LLC | 4,103 | $2.33M | 0.26% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 4,103 | $2.33M | 0.44% | −22−0.5% | Reduced |
| Sym Financial Corp | 4,097 | $2.33M | 0.25% | −574−12.3% | Reduced |
| First United Bank Trust | 4,087 | $2.32M | 0.75% | −32−0.8% | Reduced |
| Alta Advisers Ltd | 4,087 | $2.32M | 0.71% | +45+1.1% | Added |
| Middleton & Co Inc | 4,083 | $2.32M | 0.25% | +310+8.2% | Added |
| Element Squared LLC | 4,074 | $2.32M | 1.32% | +223+5.8% | Added |
| Algert Global LLC | 4,069 | $2.31M | 0.04% | +249+6.5% | Added |
| M. Kulyk & Associates, LLC | 4,065 | $2.31M | 0.47% | +132+3.4% | Added |
| Altman Advisors, Inc. | 4,058 | $2.31M | 0.88% | −20.0% | Reduced |
| 44 Wealth Management LLC | 4,053 | $2.31M | 0.78% | +244+6.4% | Added |
| Advisor OS, LLC | 4,039 | $2.30M | 0.20% | +219+5.7% | Added |
| McDaniel Terry & Co | 4,035 | $2.30M | 0.18% | 00.0% | Unchanged |
| Kelman-Lazarov, Inc. | 4,035 | $2.29M | 0.34% | +9+0.2% | Added |
| Provident Co of the Employees of the Hebrew University LTD | 4,045 | $2.29M | 2.29% | 00.0% | Unchanged |
| Brown Miller Wealth Management, LLC | 4,034 | $2.29M | 0.65% | +66+1.7% | Added |
| Smith, Moore & Co. | 4,029 | $2.29M | 0.18% | +33+0.8% | Added |
| Means Investment Co., Inc. | 4,028 | $2.29M | 0.20% | +416+11.5% | Added |
| Richwood Investment Advisors, LLC | 4,026 | $2.29M | 1.79% | −61−1.5% | Reduced |
| Geo Capital Gestora de Recursos Ltd | 4,016 | $2.28M | 4.19% | −1,279−24.2% | Reduced |
| Signal Advisors Wealth, LLC | 3,971 | $2.26M | 0.20% | −757−16.0% | Reduced |
| Richard Bernstein Advisors LLC | 3,958 | $2.25M | 0.06% | −5,489−58.1% | Reduced |
| Resources Management Corp | 3,944 | $2.24M | 0.29% | −31−0.8% | Reduced |
| Cobblestone Capital Advisors LLC | 3,940 | $2.24M | 0.11% | +109+2.8% | Added |
| 3Chopt Investment Partners, LLC | 3,934 | $2.24M | 0.51% | +380+10.7% | Added |
| RiverPark Advisors, LLC | 3,933 | $2.24M | 0.97% | +112+2.9% | Added |
| Davis R M Inc | 3,930 | $2.24M | 0.04% | +367+10.3% | Added |
| Lincoln Capital Corp | 3,918 | $2.23M | 0.80% | −26−0.7% | Reduced |
| Barden Capital Management, Inc. | 3,914 | $2.23M | 1.85% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 3,906 | $2.22M | 0.32% | +267+7.3% | Added |
| WealthShield Partners, LLC | 3,885 | $2.21M | 0.25% | +88+2.3% | Added |
| Crewe Advisors LLC | 3,880 | $2.21M | 0.21% | +3,880 | New |
| HBW Advisory Services LLC | 3,870 | $2.20M | 0.25% | +332+9.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 3,864 | $2.20M | 0.26% | +302+8.5% | Added |
| Focus Financial Network, Inc. | 3,857 | $2.19M | 0.08% | +356+10.2% | Added |
| Farringdon Capital, Ltd. | 3,850 | $2.19M | 0.56% | +3,850 | New |
| Continuum Advisory, LLC | 3,842 | $2.19M | 0.23% | −137−3.4% | Reduced |
| Cox Capital Mgt LLC | 3,834 | $2.18M | 1.42% | −2,969−43.6% | Reduced |
| CVA Family Office, LLC | 3,833 | $2.18M | 0.28% | −18−0.5% | Reduced |
| Legacy Financial Advisors, Inc. | 3,827 | $2.18M | 0.30% | +68+1.8% | Added |
| VeraBank, N.A. | 3,824 | $2.18M | 0.41% | +50+1.3% | Added |
| LM Advisors LLC | 3,821 | $2.17M | 0.31% | −122−3.1% | Reduced |
| HCR Wealth Advisors | 3,754 | $2.17M | 0.22% | −16−0.4% | Reduced |
| American National Bank | 3,800 | $2.16M | 0.21% | +455+13.6% | Added |
| Shepherd Financial Partners LLC | 3,795 | $2.16M | 0.21% | −10−0.3% | Reduced |
| Lantern Wealth Advisors, LLC | 3,989 | $2.16M | 1.14% | +30+0.8% | Added |
| Relyea Zuckerberg Hanson LLC | 3,786 | $2.15M | 0.23% | −253−6.3% | Reduced |
| Capital Investment Advisory Services, LLC | 3,767 | $2.14M | 0.17% | +123+3.4% | Added |
| Bellwether Advisors, LLC | 3,765 | $2.14M | 0.35% | −950−20.1% | Reduced |
| Omnia Family Wealth, LLC | 3,758 | $2.14M | 0.69% | −32−0.8% | Reduced |
| Beaumont Financial Advisors, LLC | 3,757 | $2.14M | 0.14% | −32−0.8% | Reduced |
| Generali Investments, Management Co LLC | 3,752 | $2.13M | 0.45% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 3,743 | $2.13M | 0.70% | +73+2.0% | Added |
| Greykasell Wealth Strategies, Inc. | 3,737 | $2.13M | 0.90% | +80+2.2% | Added |
| Curated Wealth Partners LLC | 3,733 | $2.12M | 0.26% | −2−0.1% | Reduced |
| Marshall Financial Group LLC | 3,732 | $2.12M | 0.41% | +50+1.4% | Added |
| Interchange Capital Partners, LLC | 3,732 | $2.12M | 0.42% | +660+21.5% | Added |
| Beacon Financial Group | 3,722 | $2.12M | 0.21% | +92+2.5% | Added |
| Tounjian Advisory Partners, LLC | 3,718 | $2.11M | 0.71% | −930−20.0% | Reduced |
| Kingsman Wealth Management, Inc. | 3,717 | $2.11M | 1.18% | −1,013−21.4% | Reduced |
| AlphaCore Capital LLC | 3,713 | $2.11M | 0.07% | +1,127+43.6% | Added |
| Aprio Wealth Management, LLC | 3,713 | $2.11M | 0.21% | +264+7.7% | Added |
| State of Wyoming | 3,702 | $2.11M | 0.24% | +654+21.5% | Added |
| Catalyst Financial Partners LLC | 3,700 | $2.10M | 0.25% | +147+4.1% | Added |
| Dunhill Financial, LLC | 3,698 | $2.10M | 0.55% | −1,693−31.4% | Reduced |
| Forbes J M & Co LLP | 3,676 | $2.09M | 0.17% | +914+33.1% | Added |
| Strait & Sound Wealth Management LLC | 3,665 | $2.08M | 0.80% | −81−2.2% | Reduced |
| Ransom Advisory, Ltd | 3,654 | $2.08M | 0.94% | −100−2.7% | Reduced |
| Black Diamond Financial, LLC | 3,649 | $2.08M | 0.23% | +2,467+208.7% | Added |
| Valmark Advisers, Inc. | 3,629 | $2.06M | 0.03% | −124−3.3% | Reduced |
| Revolve Wealth Partners, LLC | 3,624 | $2.06M | 0.25% | +17+0.5% | Added |
| AAFMAA Wealth Management & Trust LLC | 3,614 | $2.06M | 0.82% | −60−1.6% | Reduced |
| Nikulski Financial, Inc. | 3,607 | $2.05M | 0.52% | 00.0% | Unchanged |
| Evernest Financial Advisors, LLC | 3,602 | $2.05M | 0.57% | +12+0.3% | Added |
| Seven Mile Advisory | 3,592 | $2.04M | 0.33% | +969+36.9% | Added |
| Zuckerman Investment Group, LLC | 3,586 | $2.04M | 0.19% | +382+11.9% | Added |
| Pollock Investment Advisors, LLC | 3,584 | $2.04M | 1.60% | 00.0% | Unchanged |
| Arete Wealth Advisors, LLC | 3,582 | $2.04M | 0.13% | +92+2.6% | Added |
| Independent Solutions Wealth Management, LLC | 3,575 | $2.03M | 0.36% | +310+9.5% | Added |
| BLB&B Advisors, LLC | 3,571 | $2.03M | 0.09% | +34+1.0% | Added |
| Formidable Asset Management, LLC | 3,611 | $2.03M | 0.32% | −81−2.2% | Reduced |
| Harrington Investments, INC | 3,559 | $2.02M | 1.01% | +40+1.1% | Added |
| Fukoku Mutual Life Insurance Co | 3,557 | $2.02M | 0.12% | −269−7.0% | Reduced |
| Wrapmanager Inc | 3,553 | $2.02M | 0.62% | −1,162−24.6% | Reduced |
| RDA Financial Network | 3,550 | $2.02M | 0.50% | −23−0.6% | Reduced |