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, Q4 2025
Institutional positions in Mastercard Inc as of Dec 31, 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
- 3,742
- +300 vs. Q3 2025
- Shares held
- 862.7M
- +82.8M (+10.6%) vs. Q3 2025
- Total value
- $450.8B
- +$7.25B (+1.6%) vs. Q3 2025
- New holders
- 418
- 1,404 more added
- Sold out
- 118
- 1,444 more reduced
70 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Keyvantage Wealth, LLC | 892 | $509.2K | 0.22% | +14+1.6% | Added |
| Heffernan Advisory, Inc | 894 | $510.4K | 0.49% | +894 | New |
| Darwin Advisors, LLC | 895 | $511.0K | 0.16% | +89+11.0% | Added |
| Stronghold Wealth Management L.L.C. | 899 | $513.2K | 0.76% | +899 | New |
| Sompo Asset Management Co., Ltd. | 900 | $513.8K | 0.09% | −680−43.0% | Reduced |
| Par Capital Management Inc | 900 | $513.8K | 0.01% | 00.0% | Unchanged |
| Verity & Verity, LLC | 900 | $513.8K | 0.04% | +900 | New |
| Jackson Thornton Asset Management, LLC | 886 | $514.2K | 0.05% | −133−13.1% | Reduced |
| Illumine Investment Management, LLC | 902 | $514.9K | 0.38% | 00.0% | Unchanged |
| Heritage Oak Wealth Advisors LLC | 903 | $515.5K | 0.19% | −5−0.6% | Reduced |
| Warther Private Wealth, LLC | 903 | $515.5K | 0.12% | +42+4.9% | Added |
| Prota Financial, LLC | 903 | $515.5K | 0.37% | +903 | New |
| Banque de Luxembourg S.A. | 904 | $516.1K | 0.24% | −100−10.0% | Reduced |
| Pinnacle Bancorp, Inc. | 904 | $516.1K | 0.15% | 00.0% | Unchanged |
| M1 Capital Management LLC | 905 | $516.6K | 0.22% | +33+3.8% | Added |
| Hunter Associates Investment Management LLC | 907 | $517.0K | 0.07% | +290+47.0% | Added |
| Sigma Investment Counselors Inc | 907 | $517.5K | 0.03% | +94+11.6% | Added |
| Private Client Services, LLC | 907 | $517.7K | 0.16% | +6+0.7% | Added |
| Paces Ferry Wealth Advisors, LLC | 907 | $517.9K | 0.21% | +1+0.1% | Added |
| Bedel Financial Consulting, Inc. | 907 | $517.9K | 0.06% | +14+1.6% | Added |
| Maseco LLP | 908 | $518.2K | 0.02% | −354−28.1% | Reduced |
| Hudock, Inc. | 907 | $518.3K | 0.08% | +1+0.1% | Added |
| Hartmann Taylor Wealth Management, LLC | 908 | $518.4K | 0.35% | 00.0% | Unchanged |
| BankPlus Trust Department | 909 | $518.9K | 0.14% | −44−4.6% | Reduced |
| Navalign, LLC | 909 | $518.9K | 0.13% | 00.0% | Unchanged |
| Colter Lewis Investment Partners LLC | 911 | $520.1K | 0.60% | +911 | New |
| Promethium Advisors,llc | 912 | $520.7K | 0.28% | 00.0% | Unchanged |
| EdgeRock Capital LLC | 913 | $521.3K | 0.14% | +56+6.5% | Added |
| Vivaldi Capital Management, LLC | 915 | $522.4K | 0.07% | +25+2.8% | Added |
| Endeavor Private Wealth, Inc. | 915 | $522.6K | 0.15% | +147+19.1% | Added |
| Symphony Financial Services, Inc. | 918 | $524.2K | 0.27% | −45−4.7% | Reduced |
| Watershed Private Wealth LLC | 919 | $524.6K | 0.16% | +364+65.6% | Added |
| Lineweaver Wealth Advisors, LLC | 923 | $526.6K | 0.07% | +4+0.4% | Added |
| Phillips Wealth Planners LLC | 999 | $527.0K | 0.42% | −88−8.1% | Reduced |
| Connecticut Capital Management Group, LLC | 924 | $527.5K | 0.50% | +924 | New |
| Sage Private Wealth Group, LLC | 926 | $528.4K | 0.28% | −26−2.7% | Reduced |
| LWM Advisory Services, LLC | 928 | $529.8K | 0.31% | −16−1.7% | Reduced |
| Financial Advisors Network, Inc. | 930 | $530.9K | 0.07% | 00.0% | Unchanged |
| apricus wealth, LLC | 931 | $531.5K | 0.27% | −10−1.1% | Reduced |
| Altfest L J & Co Inc | 932 | $532.1K | 0.06% | −4−0.4% | Reduced |
| Davies Financial Advisors, Inc. | 934 | $533.0K | 0.99% | −683−42.2% | Reduced |
| Valued Retirements, Inc. | 936 | $534.3K | 0.52% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 937 | $535.1K | 0.16% | −48−4.9% | Reduced |
| GenTrust, LLC | 938 | $535.2K | 0.02% | +181+23.9% | Added |
| Pandora Wealth, Inc. | 938 | $535.5K | 0.33% | −80−7.9% | Reduced |
| Philip James Wealth Mangement, LLC | 938 | $535.6K | 0.06% | +74+8.6% | Added |
| MBE Wealth Management, LLC | 943 | $538.3K | 0.23% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 943 | $538.3K | 0.04% | +380+67.5% | Added |
| Opal Capital LLC | 992 | $538.7K | 0.13% | +992 | New |
| Asahi Life Asset Management Co., Ltd. | 944 | $538.9K | 0.30% | −28−2.9% | Reduced |
| Pullen Investment Management, LLC | 945 | $539.5K | 0.28% | 00.0% | Unchanged |
| Dutch Asset Corp | 945 | $540.0K | 0.42% | +945 | New |
| denkapparat Operations GmbH | 946 | $540.1K | 0.29% | 00.0% | Unchanged |
| Verus Capital Partners, LLC | 946 | $540.3K | 0.04% | +60+6.8% | Added |
| Sandy Cove Advisors, LLC | 948 | $541.0K | 0.16% | +23+2.5% | Added |
| Oldfather Financial Services, LLC | 948 | $541.2K | 0.16% | +169+21.7% | Added |
| Coerente Capital Management | 950 | $542.3K | 0.10% | +950 | New |
| Nemes Rush Group LLC | 951 | $542.9K | 0.05% | +192+25.3% | Added |
| Liberty Wealth Management LLC | 951 | $543.0K | 0.07% | −12−1.2% | Reduced |
| Legacy Wealth Advisors, LLC | 952 | $543.5K | 0.36% | +952 | New |
| Pembroke Management, LTD | 955 | $545.2K | 0.06% | +161+20.3% | Added |
| Ipswich Investment Management Co., Inc. | 956 | $545.8K | 0.13% | −281−22.7% | Reduced |
| Firethorn Wealth Partners, LLC | 956 | $545.9K | 0.20% | −140−12.8% | Reduced |
| Palatine Hill Wealth Management, LLC | 958 | $547.1K | 0.44% | +958 | New |
| Rothschild Capital Partners, LLC | 960 | $548.0K | 0.13% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 960 | $548.0K | 0.31% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 963 | $549.8K | 0.15% | −188−16.3% | Reduced |
| PFW Advisors LLC | 964 | $550.3K | 0.17% | −58−5.7% | Reduced |
| DLK Investment Management, LLC | 965 | $551.0K | 0.21% | 00.0% | Unchanged |
| QTR Family Wealth, LLC | 1,021 | $551.7K | 0.24% | −425−29.4% | Reduced |
| Betterment LLC | 967 | $552.0K | 0.00% | +30+3.2% | Added |
| BDFS Capital LLC | 967 | $552.3K | 0.28% | +967 | New |
| Intrua Financial, LLC | 969 | $553.3K | 0.06% | −11−1.1% | Reduced |
| Magnolia Private Wealth, LLC | 970 | $553.8K | 0.39% | +28+3.0% | Added |
| Lee Danner & Bass Inc | 973 | $555.3K | 0.04% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 966 | $556.0K | 0.06% | +4+0.4% | Added |
| Burns J W & Co Inc | 974 | $556.0K | 0.06% | 00.0% | Unchanged |
| Wilkins Investment Counsel Inc | 975 | $556.6K | 0.08% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 975 | $556.8K | 0.17% | +184+23.3% | Added |
| Sound Income Strategies, LLC | 1,032 | $556.9K | 0.03% | +30+3.0% | Added |
| Prelude Capital Management, LLC | 977 | $557.8K | 0.04% | +151+18.3% | Added |
| Northstar Group, Inc. | 977 | $557.8K | 0.08% | +40+4.3% | Added |
| Matrix Trust Co | 979 | $559.0K | 0.09% | +146+17.5% | Added |
| Dogwood Wealth Management LLC | 980 | $559.5K | 0.25% | −348−26.2% | Reduced |
| Fourth Dimension Wealth, LLC | 982 | $560.6K | 0.20% | 00.0% | Unchanged |
| Oak Harbor Wealth Partners, LLC | 983 | $561.2K | 0.13% | −18−1.8% | Reduced |
| Delta Investment Management, LLC | 983 | $561.4K | 0.10% | +413+72.5% | Added |
| Piedmont Capital Management, LLC | 984 | $561.7K | 0.37% | +984 | New |
| Crews Bank & Trust | 985 | $562.3K | 0.08% | −12−1.2% | Reduced |
| Centennial Wealth Advisory LLC | 985 | $562.4K | 0.15% | +83+9.2% | Added |
| Mason & Associates Inc | 988 | $564.1K | 0.11% | +202+25.7% | Added |
| Oakmont Investment Advisors, Inc. | 989 | $564.8K | 0.41% | +989 | New |
| KFG Wealth Management, LLC | 991 | $565.7K | 0.08% | −99−9.1% | Reduced |
| Sage Rhino Capital LLC | 991 | $565.7K | 0.11% | −49−4.7% | Reduced |
| Flagship Wealth Advisors, LLC | 991 | $565.7K | 0.16% | 00.0% | Unchanged |
| Stewardship Advisors, LLC | 992 | $566.3K | 0.13% | +38+4.0% | Added |
| Clarity Wealth Development LLC | 993 | $566.7K | 0.48% | +8+0.8% | Added |
| Conestoga Capital Advisors, LLC | 995 | $568.0K | 0.01% | −60−5.7% | Reduced |
| Clear Retirement Advice LLC | 1,029 | $569.6K | 0.44% | +1,029 | New |
| Lattice Capital Management, LLC | 1,000 | $570.9K | 0.80% | 00.0% | Unchanged |