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 |
|---|---|---|---|---|---|
| EPG Wealth Management LLC | 2,496 | $1.42M | 0.39% | +86+3.6% | Added |
| MidWestOne Financial Group, Inc. | 2,487 | $1.41M | 0.17% | −4−0.2% | Reduced |
| Waterfront Wealth Inc. | 2,471 | $1.41M | 0.29% | −3−0.1% | Reduced |
| Buckley Wealth Management, LLC | 2,484 | $1.41M | 0.39% | −46−1.8% | Reduced |
| Letson Investment Management, Inc. | 2,483 | $1.41M | 0.51% | +10.0% | Added |
| Boltwood Capital Management | 2,481 | $1.41M | 0.38% | −7−0.3% | Reduced |
| Cromwell Holdings LLC | 2,481 | $1.41M | 0.75% | 00.0% | Unchanged |
| Fairtree Asset Management (Pty) Ltd | 2,476 | $1.41M | 0.92% | +681+37.9% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 2,474 | $1.41M | 0.57% | +17+0.7% | Added |
| Legal Advantage Investments, Inc. | 2,471 | $1.41M | 0.63% | 00.0% | Unchanged |
| Veracity Capital LLC | 2,464 | $1.40M | 0.45% | −23−0.9% | Reduced |
| Triasima Portfolio Management inc. | 2,460 | $1.40M | 0.21% | +1,657+206.4% | Added |
| Armis Advisers, LLC | 2,538 | $1.40M | 0.13% | +535+26.7% | Added |
| Client 1st Advisory Group, LLC | 2,459 | $1.40M | 0.46% | +103+4.4% | Added |
| Kovack Advisors, Inc. | 2,459 | $1.40M | 0.13% | −525−17.6% | Reduced |
| Twin City Private Wealth, LLC | 2,458 | $1.40M | 1.09% | +67+2.8% | Added |
| Gratus Wealth Advisors, LLC | 2,454 | $1.40M | 0.20% | −13−0.5% | Reduced |
| VisionPoint Advisory Group, LLC | 2,451 | $1.39M | 0.28% | +17+0.7% | Added |
| Spirit of America Management Corp | 2,450 | $1.39M | 0.28% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,446 | $1.39M | 0.16% | +16+0.7% | Added |
| Oak Family Advisors, LLC | 2,437 | $1.39M | 0.45% | 00.0% | Unchanged |
| Grantham, Mayo, Van Otterloo & Co. LLC | 2,433 | $1.38M | 0.00% | +131+5.7% | Added |
| Advisory Alpha, LLC | 2,380 | $1.38M | 0.04% | +143+6.4% | Added |
| Indiana Trust & Investment Management CO | 2,418 | $1.38M | 0.42% | +85+3.6% | Added |
| Arbor Capital Management Inc | 2,389 | $1.37M | 1.10% | −52−2.1% | Reduced |
| Florida Financial Advisors, LLC | 2,411 | $1.37M | 0.42% | −523−17.8% | Reduced |
| Richardson Financial Services Inc. | 2,404 | $1.37M | 0.85% | +9+0.4% | Added |
| Money Concepts Capital Corp | 2,402 | $1.37M | 0.08% | −36−1.5% | Reduced |
| Guardian Wealth Advisors, LLC | 2,402 | $1.37M | 0.09% | −5−0.2% | Reduced |
| Perennial Investment Advisors, LLC | 2,400 | $1.37M | 0.11% | +12+0.5% | Added |
| Syntegra Private Wealth Group, LLC | 2,399 | $1.36M | 0.13% | +81+3.5% | Added |
| Badgley Phelps Wealth Managers, LLC | 2,397 | $1.36M | 0.03% | −37−1.5% | Reduced |
| Clifford Swan Investment Counsel LLC | 2,392 | $1.36M | 0.05% | +10.0% | Added |
| Capital Advisors, Ltd. LLC | 2,385 | $1.36M | 0.15% | −5−0.2% | Reduced |
| Whitener Capital Management, Inc. | 2,385 | $1.36M | 0.32% | −2−0.1% | Reduced |
| MWA Asset Management | 2,381 | $1.35M | 0.75% | +235+11.0% | Added |
| Provident Trust Co | 2,380 | $1.35M | 0.02% | 00.0% | Unchanged |
| Cassia Capital Partners, LLC | 2,371 | $1.35M | 0.74% | +260+12.3% | Added |
| Tectonic Advisors LLC | 2,370 | $1.35M | 0.07% | −1,956−45.2% | Reduced |
| Detalus Advisors, LLC | 2,368 | $1.35M | 0.35% | −3−0.1% | Reduced |
| First Heartland Consultants, Inc. | 2,358 | $1.34M | 0.11% | +81+3.6% | Added |
| Tred Avon Family Wealth, LLC | 2,356 | $1.34M | 0.46% | +2,356 | New |
| Cascade Financial Partners, LLC | 2,356 | $1.34M | 0.15% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 2,352 | $1.34M | 0.16% | −21−0.9% | Reduced |
| Northern Financial Advisors Inc | 2,349 | $1.34M | 0.70% | +63+2.8% | Added |
| Clarendon Private LLC | 2,345 | $1.33M | 1.21% | −151−6.0% | Reduced |
| Corundum Group, Inc. | 2,343 | $1.33M | 0.55% | −59−2.5% | Reduced |
| Financial Management Network Inc | 2,297 | $1.33M | 0.22% | +143+6.6% | Added |
| Impact Capital Partners LLC | 2,325 | $1.32M | 0.40% | −67−2.8% | Reduced |
| Amica Retiree Medical Trust | 2,324 | $1.32M | 1.81% | 00.0% | Unchanged |
| Krilogy Financial LLC | 2,389 | $1.32M | 0.05% | +2,389 | New |
| SeaCrest Wealth Management, LLC | 2,290 | $1.32M | 0.14% | −139−5.7% | Reduced |
| IMS Capital Management | 2,319 | $1.32M | 0.61% | 00.0% | Unchanged |
| Stance Capital LLC | 2,315 | $1.32M | 0.48% | −3,503−60.2% | Reduced |
| Kathmere Capital Management, LLC | 2,310 | $1.31M | 0.09% | +272+13.3% | Added |
| Gladius Capital Management LP | 2,305 | $1.31M | 2.58% | +1,827+382.2% | Added |
| Family Legacy, Inc. | 2,303 | $1.31M | 0.40% | −24−1.0% | Reduced |
| Trustmark National Bank Trust Department | 2,295 | $1.31M | 0.08% | −26−1.1% | Reduced |
| Onefund, LLC | 2,293 | $1.30M | 0.84% | +84+3.8% | Added |
| SevenBridge Financial Group, LLC | 2,313 | $1.30M | 0.21% | −189−7.6% | Reduced |
| St Germain D J Co Inc | 2,279 | $1.30M | 0.05% | +214+10.4% | Added |
| Core Wealth Partners LLC | 2,278 | $1.30M | 0.60% | +224+10.9% | Added |
| LRI Investments, LLC | 2,274 | $1.29M | 0.11% | −48−2.1% | Reduced |
| Castleview Partners, LLC | 2,272 | $1.29M | 0.70% | −142−5.9% | Reduced |
| Crew Capital Management, Ltd. | 2,271 | $1.29M | 0.86% | +35+1.6% | Added |
| Mendel Money Management | 2,269 | $1.29M | 0.54% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,268 | $1.29M | 0.12% | +6+0.3% | Added |
| Lee Financial Co | 2,258 | $1.28M | 0.16% | +205+10.0% | Added |
| One Wealth Capital Management, LLC | 2,255 | $1.28M | 0.58% | −97−4.1% | Reduced |
| Blueshift Asset Management, LLC | 2,253 | $1.28M | 0.39% | +1,137+101.9% | Added |
| Challenger Wealth Management | 2,252 | $1.28M | 1.00% | −471−17.3% | Reduced |
| Jacobsen Capital Management | 2,247 | $1.28M | 0.43% | +10+0.4% | Added |
| SkyView Investment Advisors, LLC | 2,243 | $1.28M | 0.16% | −75−3.2% | Reduced |
| Intact Investment Management Inc. | 2,236 | $1.27M | 0.04% | −3,100−58.1% | Reduced |
| Reliant Investment Partners, LLC | 2,177 | $1.26M | 0.99% | −25−1.1% | Reduced |
| D.B. Root & Company, LLC | 2,220 | $1.26M | 0.32% | −272−10.9% | Reduced |
| Scissortail Wealth Management, LLC | 2,220 | $1.26M | 0.28% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 2,220 | $1.26M | 1.05% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 2,217 | $1.26M | 0.05% | +490+28.4% | Added |
| Enhancing Capital LLC | 2,216 | $1.26M | 0.92% | +202+10.0% | Added |
| My Purposeful Wealth Corp. | 2,214 | $1.26M | 0.38% | +2,214 | New |
| KC Investment Advisors, LLC | 2,192 | $1.26M | 0.34% | −80−3.5% | Reduced |
| Crawford Investment Counsel Inc | 2,210 | $1.26M | 0.02% | +424+23.7% | Added |
| Demars Financial Group, LLC | 2,208 | $1.26M | 0.44% | +221+11.1% | Added |
| Hemington Wealth Management | 2,206 | $1.25M | 0.16% | +46+2.1% | Added |
| SP Asset Management LLC | 2,202 | $1.25M | 0.10% | −15−0.7% | Reduced |
| Legacy Capital Wealth Partners, LLC | 2,201 | $1.25M | 0.27% | +45+2.1% | Added |
| Monetta Financial Services Inc | 2,200 | $1.25M | 0.88% | 00.0% | Unchanged |
| Drucker Wealth 3.0, LLC | 2,198 | $1.25M | 0.22% | −262−10.7% | Reduced |
| Fred Alger Management, LLC | 2,195 | $1.25M | 0.00% | −161−6.8% | Reduced |
| Sheets Smith Investment Management | 2,192 | $1.25M | 0.81% | +38+1.8% | Added |
| Sentry Investment Management LLC | 2,158 | $1.24M | 0.83% | −450−17.3% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,187 | $1.24M | 0.29% | +660+43.2% | Added |
| Sunbeam Capital Management, LLC | 2,184 | $1.24M | 0.77% | +3+0.1% | Added |
| Zhang Financial LLC | 2,179 | $1.24M | 0.05% | +150+7.4% | Added |
| Manhattan West Asset Management, LLC | 2,175 | $1.24M | 0.26% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 2,166 | $1.23M | 0.03% | +144+7.1% | Added |
| Atlas Brown,Inc. | 2,164 | $1.23M | 0.36% | +6+0.3% | Added |
| Argentarii, LLC | 2,163 | $1.23M | 0.53% | +66+3.1% | Added |
| Leo Wealth, LLC | 2,154 | $1.23M | 0.16% | −6,395−74.8% | Reduced |