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 10 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 |
|---|---|---|---|---|---|
| Tobam | 1,841 | $1.05M | 0.38% | +658+55.6% | Added |
| Hansen & Associates Financial Group, Inc. | 1,865 | $1.04M | 0.58% | −2,050−52.4% | Reduced |
| Klingenstein Fields & Co LP | 1,830 | $1.04M | 0.04% | −29,178−94.1% | Reduced |
| Sunflower Bank, N.A. | 1,825 | $1.04M | 0.25% | −25−1.4% | Reduced |
| Great Diamond Partners, LLC | 1,823 | $1.04M | 0.20% | −62−3.3% | Reduced |
| Sivia Capital Partners, LLC | 1,821 | $1.04M | 0.29% | +100+5.8% | Added |
| Redwood Investment Management, LLC | 1,818 | $1.03M | 0.11% | +227+14.3% | Added |
| Alpine Bank Wealth Management | 1,817 | $1.03M | 0.15% | +18+1.0% | Added |
| Abound Financial, LLC | 1,817 | $1.03M | 0.41% | 00.0% | Unchanged |
| Washington Trust Co | 1,814 | $1.03M | 0.03% | +264+17.0% | Added |
| ORG Wealth Partners, LLC | 1,812 | $1.03M | 0.22% | +75+4.3% | Added |
| E&G Advisors, LP | 1,813 | $1.03M | 0.24% | +8+0.4% | Added |
| Radnor Capital Management, LLC | 1,812 | $1.03M | 0.16% | 00.0% | Unchanged |
| Augustine Asset Management Inc | 1,804 | $1.03M | 0.21% | +8+0.4% | Added |
| West Oak Capital, LLC | 1,800 | $1.02M | 0.41% | −15−0.8% | Reduced |
| IMA Wealth, Inc. | 1,797 | $1.02M | 0.10% | −1−0.1% | Reduced |
| Atticus Wealth Management, LLC | 1,796 | $1.02M | 0.26% | +145+8.8% | Added |
| Fortis Capital Advisors, LLC | 1,794 | $1.02M | 0.16% | −1,021−36.3% | Reduced |
| MainStreet Investment Advisors LLC | 1,792 | $1.02M | 0.14% | −30−1.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 1,794 | $1.02M | 0.12% | −45−2.4% | Reduced |
| Custom Index Systems, LLC | 1,791 | $1.02M | 0.30% | +651+57.1% | Added |
| Northwest Quadrant Wealth Management, LLC | 1,789 | $1.02M | 0.21% | +2+0.1% | Added |
| Prosperity Financial Group, Inc. | 1,789 | $1.02M | 0.37% | +55+3.2% | Added |
| Lazari Capital Management, Inc. | 1,787 | $1.02M | 0.34% | −5−0.3% | Reduced |
| LifeWealth Investments, LLC | 1,786 | $1.02M | 0.16% | +27+1.5% | Added |
| Brandywine Managers, LLC | 1,785 | $1.02M | 0.97% | 00.0% | Unchanged |
| Baker Ellis Asset Management LLC | 1,782 | $1.01M | 0.12% | +1,782 | New |
| Birch Financial Group, LLC | 1,782 | $1.01M | 0.60% | +60+3.5% | Added |
| Hayek Kallen Investment Management | 1,775 | $1.01M | 0.32% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 1,777 | $1.01M | 0.42% | +85+5.0% | Added |
| OV Management LLC | 1,775 | $1.01M | 0.86% | −108−5.7% | Reduced |
| Nwam LLC | 1,780 | $1.01M | 0.05% | +182+11.4% | Added |
| Strategic Financial Services, Inc, | 1,772 | $1.01M | 0.05% | −2−0.1% | Reduced |
| Brady Family Wealth, LLC | 1,760 | $1.00M | 0.31% | +295+20.1% | Added |
| D'Orazio & Associates, Inc. | 1,756 | $998.8K | 0.13% | +64+3.8% | Added |
| New Republic Capital, LLC | 1,751 | $996.2K | 0.31% | +94+5.7% | Added |
| Fiduciary Family Office, LLC | 1,747 | $993.7K | 0.28% | −523−23.0% | Reduced |
| Strategic Wealth Partners, Ltd. | 1,745 | $992.7K | 0.07% | −214−10.9% | Reduced |
| Brave Asset Management Inc | 1,743 | $991.4K | 0.24% | 00.0% | Unchanged |
| Evermay Wealth Management LLC | 1,742 | $990.9K | 0.11% | 00.0% | Unchanged |
| Lantz Financial LLC | 1,739 | $988.9K | 0.22% | +362+26.3% | Added |
| Costello Asset Management, INC | 1,737 | $988.0K | 0.33% | −100−5.4% | Reduced |
| Summa Corp. | 1,736 | $987.5K | 0.43% | 00.0% | Unchanged |
| Newport Capital Group, LLC | 1,732 | $985.1K | 0.62% | 00.0% | Unchanged |
| Navellier & Associates Inc | 1,728 | $982.9K | 0.10% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,728 | $982.9K | 0.43% | +526+43.8% | Added |
| White Knight Strategic Wealth Advisors, LLC | 1,723 | $980.1K | 0.77% | −18−1.0% | Reduced |
| Silicon Valley Capital Partners | 1,717 | $976.7K | 0.09% | +19+1.1% | Added |
| Canvas Wealth Advisors, LLC | 1,681 | $975.7K | 0.18% | +15+0.9% | Added |
| Byrne Asset Management LLC | 1,714 | $974.9K | 0.61% | – | – |
| Hara Capital LLC | 1,713 | $974.4K | 0.57% | −3−0.2% | Reduced |
| Paladin Advisory Group, LLC | 1,708 | $971.5K | 0.76% | −971−36.2% | Reduced |
| Occidental Asset Management, LLC | 1,707 | $971.0K | 0.12% | +71+4.3% | Added |
| New England Research & Management, Inc. | 1,705 | $969.8K | 0.45% | −10−0.6% | Reduced |
| Tarbox Family Office, Inc. | 1,705 | $969.8K | 0.14% | 00.0% | Unchanged |
| Dividend Assets Capital, LLC | 1,703 | $968.7K | 0.17% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 1,701 | $967.4K | 0.04% | +4+0.2% | Added |
| SkyOak Wealth, LLC | 1,700 | $967.0K | 0.18% | 00.0% | Unchanged |
| Crowley Wealth Management, Inc. | 1,699 | $966.3K | 0.77% | 00.0% | Unchanged |
| Investment Research Partners LLC | 1,742 | $966.1K | 0.43% | +1,742 | New |
| Kraft, Davis & Associates, LLC | 1,668 | $965.9K | 0.24% | −18−1.1% | Reduced |
| Values Added Financial LLC | 1,697 | $965.3K | 0.43% | +55+3.3% | Added |
| Carr Financial Group Corp | 1,695 | $964.2K | 0.26% | +41+2.5% | Added |
| Oxford Financial Group Ltd | 1,690 | $961.5K | 0.05% | +161+10.5% | Added |
| Strategy Asset Managers LLC | 1,689 | $960.7K | 0.17% | +112+7.1% | Added |
| Blackstone Group Inc. | 1,686 | $959.0K | 0.00% | 00.0% | Unchanged |
| Aberdeen Wealth Management LLC | 1,685 | $958.7K | 0.60% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,681 | $956.3K | 0.09% | −114−6.4% | Reduced |
| Touchstone Capital, Inc. | 1,680 | $955.8K | 0.49% | +1,680 | New |
| Wealth Dimensions Group, Ltd. | 1,680 | $955.6K | 0.20% | −66−3.8% | Reduced |
| Nova R Wealth, Inc. | 1,675 | $952.8K | 0.40% | +68+4.2% | Added |
| Westover Capital Advisors, LLC | 1,674 | $952.2K | 0.18% | +470+39.0% | Added |
| Disciplined Equity Management, Inc. | 1,670 | $949.9K | 0.52% | +10+0.6% | Added |
| Collective Family Office LLC | 1,667 | $948.2K | 0.23% | −112−6.3% | Reduced |
| Whelan Financial | 1,661 | $945.0K | 0.30% | +331+24.9% | Added |
| Capital Performance Advisors LLP | 1,659 | $943.7K | 0.16% | +100+6.4% | Added |
| United Advisor Group, LLC | 1,657 | $942.7K | 0.13% | +524+46.2% | Added |
| Argus Investors' Counsel, Inc. | 1,657 | $942.6K | 0.75% | −19−1.1% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,655 | $941.4K | 0.39% | −25−1.5% | Reduced |
| Tevis Investment Management | 1,655 | $941.4K | 0.57% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 1,653 | $939.9K | 0.08% | +1,652+165,200.0% | Added |
| Gould Asset Management LLC | 1,652 | $939.7K | 0.17% | +50+3.1% | Added |
| Tilia Fiduciary Partners, Inc. | 1,651 | $939.2K | 0.54% | −97−5.5% | Reduced |
| Bigelow Investment Advisors, LLC | 1,649 | $938.0K | 0.38% | −80−4.6% | Reduced |
| Moloney Securities Asset Management, LLC | 1,648 | $937.5K | 0.11% | −12−0.7% | Reduced |
| J.Safra Asset Management Corp | 1,648 | $937.4K | 0.06% | +106+6.9% | Added |
| Old Port Advisors | 1,648 | $937.3K | 0.24% | +7+0.4% | Added |
| Accredited Investors Inc. | 1,644 | $935.2K | 0.05% | +59+3.7% | Added |
| Werlinich Asset Management, LLC | 1,643 | $934.6K | 0.46% | 00.0% | Unchanged |
| Hoxton Planning & Management, LLC | 1,638 | $931.7K | 0.30% | −42−2.5% | Reduced |
| Consilium Wealth Advisory, LLC | 1,638 | $931.5K | 0.36% | −45−2.7% | Reduced |
| Foster Group, Inc. | 1,636 | $930.5K | 0.03% | +42+2.6% | Added |
| Auxano Advisors, LLC | 1,633 | $928.8K | 0.20% | −67−3.9% | Reduced |
| Van Den Berg Management I, Inc | 1,629 | $926.6K | 0.23% | −43−2.6% | Reduced |
| Compagnie Lombard Odier SCmA | 1,620 | $921.5K | 0.01% | −160−9.0% | Reduced |
| Wedgewood Investors Inc | 1,620 | $921.5K | 1.01% | 00.0% | Unchanged |
| Davies Financial Advisors, Inc. | 1,617 | $919.5K | 0.75% | −126−7.2% | Reduced |
| OneAscent Family Office, LLC | 1,614 | $917.9K | 0.75% | −27−1.6% | Reduced |
| TCI Wealth Advisors, Inc. | 1,612 | $916.9K | 0.05% | +10+0.6% | Added |
| AA Financial Advisors, LLC | 1,611 | $916.4K | 0.18% | +289+21.9% | Added |