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 |
|---|---|---|---|---|---|
| Secured Retirement Advisors, LLC | 3,547 | $2.02M | 1.13% | −1,110−23.8% | Reduced |
| Absoluto Partners Gestao de Recursos Ltda | 3,542 | $2.01M | 1.45% | −653−15.6% | Reduced |
| James Hambro & Partners | 3,540 | $2.01M | 0.07% | −59−1.6% | Reduced |
| GTS Securities LLC | 3,524 | $2.00M | 0.08% | +913+35.0% | Added |
| Manchester Capital Management LLC | 3,521 | $2.00M | 0.27% | −995−22.0% | Reduced |
| Capital & Planning, LLC | 3,511 | $2.00M | 1.23% | +678+23.9% | Added |
| Thrive Wealth Management, LLC | 3,501 | $1.99M | 0.30% | +108+3.2% | Added |
| ESG Planning | 3,500 | $1.99M | 0.95% | +558+19.0% | Added |
| Arrow Financial Corp | 3,495 | $1.99M | 0.20% | −187−5.1% | Reduced |
| Astoria Portfolio Advisors LLC. | 3,440 | $1.98M | 0.52% | −498−12.6% | Reduced |
| Strategic Blueprint, LLC | 3,478 | $1.98M | 0.09% | −966−21.7% | Reduced |
| Hilltop National Bank | 3,473 | $1.98M | 0.49% | +176+5.3% | Added |
| Waldron Private Wealth LLC | 3,429 | $1.95M | 0.08% | +299+9.6% | Added |
| Kestra Investment Management, LLC | 3,417 | $1.94M | 0.05% | −1,931−36.1% | Reduced |
| Cahill Financial Advisors Inc | 3,415 | $1.94M | 0.22% | −37−1.1% | Reduced |
| Clear Creek Financial Management, LLC | 3,406 | $1.94M | 0.17% | +12+0.4% | Added |
| Synergy Financial Group, LTD | 3,398 | $1.93M | 1.30% | −63−1.8% | Reduced |
| Woodmont Investment Counsel LLC | 3,382 | $1.92M | 0.13% | −648−16.1% | Reduced |
| Van Strum & Towne Inc. | 3,375 | $1.92M | 0.56% | 00.0% | Unchanged |
| Alpine Woods Capital Investors, LLC | 3,371 | $1.92M | 0.45% | +490+17.0% | Added |
| Alpha Cubed Investments, LLC | 3,362 | $1.91M | 0.07% | −275−7.6% | Reduced |
| Cape Cod Five Cents Savings Bank | 3,866 | $1.91M | 0.18% | 00.0% | Unchanged |
| Shaker Investments LLC | 3,356 | $1.91M | 0.76% | +3,356 | New |
| SS&H Financial Advisors, Inc. | 3,354 | $1.91M | 0.58% | +250+8.1% | Added |
| Robertson Stephens Wealth Management, LLC | 3,351 | $1.91M | 0.06% | −404−10.8% | Reduced |
| HF Advisory Group, LLC | 3,344 | $1.90M | 0.70% | −87−2.5% | Reduced |
| Ethos Financial Group, LLC | 3,339 | $1.90M | 0.15% | +11+0.3% | Added |
| GM Advisory Group, Inc. | 3,326 | $1.89M | 0.08% | −543−14.0% | Reduced |
| Semus Wealth Partners LLC | 3,320 | $1.89M | 1.07% | +5+0.2% | Added |
| Heritage Trust Co | 3,316 | $1.89M | 0.20% | −121−3.5% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 3,311 | $1.88M | 1.65% | −4,052−55.0% | Reduced |
| Waterway Wealth Management, LLC | 3,309 | $1.88M | 0.45% | +401+13.8% | Added |
| Aua Capital Management, LLC | 3,301 | $1.88M | 1.05% | 00.0% | Unchanged |
| First Horizon Corp | 3,298 | $1.88M | 0.09% | +3,298 | New |
| Waverton Investment Management Ltd | 3,297 | $1.87M | 0.02% | −872−20.9% | Reduced |
| KG&L Capital Management,LLC | 3,291 | $1.87M | 0.51% | −3,078−48.3% | Reduced |
| Corps Capital Advisors, LLC | 3,286 | $1.87M | 2.83% | +6+0.2% | Added |
| HMS Capital Management, LLC | 3,278 | $1.86M | 0.78% | −55−1.7% | Reduced |
| Stonebridge Financial Planning Group, LLC | 3,277 | $1.86M | 0.70% | −164−4.8% | Reduced |
| Intelligent Financial Strategies | 3,270 | $1.86M | 0.91% | −959−22.7% | Reduced |
| Missouri Trust & Investment Co | 3,265 | $1.86M | 0.55% | 00.0% | Unchanged |
| First National Trust Co | 3,261 | $1.85M | 0.06% | +324+11.0% | Added |
| RD Lewis Holdings, Inc. | 3,300 | $1.85M | 1.74% | +130+4.1% | Added |
| WBH Advisory Inc | 3,254 | $1.85M | 0.14% | −70−2.1% | Reduced |
| Fullcircle Wealth LLC | 3,342 | $1.85M | 0.65% | −26−0.8% | Reduced |
| Journey Advisory Group, LLC | 3,246 | $1.85M | 0.14% | +3+0.1% | Added |
| Retirement Guys Formula LLC | 3,244 | $1.85M | 0.65% | −24−0.7% | Reduced |
| Versant Capital Management, Inc | 3,237 | $1.84M | 0.25% | +799+32.8% | Added |
| Sheets Smith Wealth Management | 3,228 | $1.84M | 0.21% | −10−0.3% | Reduced |
| CVFG LLC | 3,225 | $1.83M | 1.33% | −93−2.8% | Reduced |
| Virtus Investment Advisers, Inc. | 3,221 | $1.83M | 0.52% | +625+24.1% | Added |
| Winch Advisory Services, LLC | 3,219 | $1.83M | 0.41% | −4−0.1% | Reduced |
| Aft, Forsyth & Sober, LLC | 3,175 | $1.81M | 0.56% | 00.0% | Unchanged |
| Elevated Capital Advisors, LLC | 3,169 | $1.80M | 0.45% | +134+4.4% | Added |
| Orrstown Financial Services Inc | 3,159 | $1.80M | 0.31% | +131+4.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 3,150 | $1.79M | 0.29% | +30+1.0% | Added |
| First National Bank Sioux Falls | 3,143 | $1.79M | 0.56% | −17−0.5% | Reduced |
| LBMC Investment Advisors, LLC | 3,141 | $1.79M | 0.11% | +1,405+80.9% | Added |
| Aspiriant, LLC | 3,140 | $1.79M | 0.05% | −186−5.6% | Reduced |
| Capital Counsel LLC | 3,138 | $1.78M | 0.07% | −25−0.8% | Reduced |
| Cross Staff Investments Inc | 3,134 | $1.78M | 1.24% | +22+0.7% | Added |
| Eisler Capital Management Ltd. | 3,126 | $1.78M | 0.04% | +245+8.5% | Added |
| BCJ Capital Management, LLC | 3,127 | $1.78M | 0.11% | +348+12.5% | Added |
| Legato Capital Management LLC | 3,108 | $1.77M | 0.19% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 3,106 | $1.77M | 0.06% | +390+14.4% | Added |
| Embree Financial Group | 3,102 | $1.76M | 0.24% | +1,997+180.7% | Added |
| Ratan Capital Management LP | 3,100 | $1.76M | 0.95% | 00.0% | Unchanged |
| Regal Investment Advisors LLC | 3,086 | $1.76M | 0.11% | +121+4.1% | Added |
| Platform Technology Partners | 3,084 | $1.75M | 0.42% | −119−3.7% | Reduced |
| Cornercap Investment Counsel Inc | 3,078 | $1.75M | 0.87% | −10−0.3% | Reduced |
| Prudent Man Advisors, LLC | 3,073 | $1.75M | 0.64% | −357−10.4% | Reduced |
| Pacific Point Advisors, LLC | 3,066 | $1.74M | 1.02% | +21+0.7% | Added |
| Winthrop Advisory Group LLC | 3,053 | $1.74M | 0.15% | +308+11.2% | Added |
| Everpar Advisors LLC | 3,051 | $1.74M | 0.69% | +6+0.2% | Added |
| Weaver Capital Management LLC | 3,050 | $1.73M | 0.38% | +3,050 | New |
| Cambria Investment Management, L.P. | 3,044 | $1.73M | 0.11% | −727−19.3% | Reduced |
| United Community Bank | 3,034 | $1.73M | 0.53% | +211+7.5% | Added |
| MMBG Investment Advisors Co. | 3,030 | $1.72M | 0.15% | +3,030 | New |
| Ocean Capital Management, LLC | 3,020 | $1.72M | 0.35% | 00.0% | Unchanged |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,000 | $1.71M | 0.90% | −1,500−33.3% | Reduced |
| Trust Investment Advisors | 3,000 | $1.71M | 0.96% | +64+2.2% | Added |
| Modern Wealth Management, LLC | 2,987 | $1.70M | 0.03% | +498+20.0% | Added |
| Aspen Grove Capital, LLC | 2,987 | $1.70M | 0.29% | −381−11.3% | Reduced |
| Childress Capital Advisors, LLC | 2,983 | $1.70M | 0.31% | +95+3.3% | Added |
| Pacifica Partners Inc. | 2,952 | $1.69M | 0.61% | −34−1.1% | Reduced |
| Darden Wealth Group Inc | 2,977 | $1.69M | 0.89% | +142+5.0% | Added |
| Koa Wealth Management, LLC | 2,969 | $1.69M | 1.25% | −92−3.0% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,964 | $1.69M | 0.66% | −62−2.0% | Reduced |
| Affinity Capital Advisors, LLC | 2,920 | $1.69M | 0.26% | 00.0% | Unchanged |
| Wallace Advisory Group, LLC | 2,990 | $1.68M | 1.35% | −567−15.9% | Reduced |
| Buckhead Capital Management LLC | 2,945 | $1.68M | 0.61% | −36−1.2% | Reduced |
| Ellevest, Inc. | 2,940 | $1.67M | 0.24% | −183−5.9% | Reduced |
| Prakash Investment Advisors LLC | 2,935 | $1.67M | 1.19% | −665−18.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,933 | $1.67M | 0.34% | +685+30.5% | Added |
| Impact Investors, Inc | 2,925 | $1.66M | 1.10% | −30−1.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,924 | $1.66M | 0.09% | +35+1.2% | Added |
| Western Financial Corp | 2,911 | $1.66M | 0.72% | +48+1.7% | Added |
| Community Bank & Trust, Waco, Texas | 2,909 | $1.66M | 0.34% | −124−4.1% | Reduced |
| Triad Wealth Partners, LLC | 2,897 | $1.65M | 0.21% | +635+28.1% | Added |
| Heartland Bank & Trust Co | 2,895 | $1.65M | 0.68% | −33−1.1% | Reduced |