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, 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
- 3,741
- +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
- 1,443 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 | 3,633 | $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, 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 |
|---|---|---|---|---|---|
| UMA Financial Services, Inc. | 1,499 | $855.9K | 0.12% | +50+3.5% | Added |
| Levin Capital Strategies, L.P. | 1,500 | $856.3K | 0.07% | 00.0% | Unchanged |
| jvl associates llc | 1,501 | $856.9K | 0.28% | +9+0.6% | Added |
| Fox Run Management, L.L.C. | 1,502 | $857.5K | 0.13% | +1,502 | New |
| Salem Investment Counselors Inc | 1,505 | $859.2K | 0.02% | −94−5.9% | Reduced |
| Miller Financial Services LLC | 1,506 | $859.7K | 1.01% | −12−0.8% | Reduced |
| Palisades Hudson Asset Management, L.P. | 1,508 | $861.0K | 0.33% | 00.0% | Unchanged |
| Sound View Wealth Advisors Group, LLC | 1,509 | $861.3K | 0.06% | −65−4.1% | Reduced |
| Nova R Wealth, Inc. | 1,511 | $862.6K | 0.31% | −164−9.8% | Reduced |
| Traveka Wealth, LLC | 1,516 | $865.3K | 0.35% | −42−2.7% | Reduced |
| Victrix Investment Advisors | 1,518 | $866.4K | 0.34% | 00.0% | Unchanged |
| Paul Damon & Associates, Inc. | 1,518 | $866.6K | 0.38% | −340−18.3% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,518 | $866.8K | 0.18% | +13+0.9% | Added |
| Woodley Farra Manion Portfolio Management Inc | 1,521 | $868.3K | 0.04% | +10+0.7% | Added |
| Kraft, Davis & Associates, LLC | 1,590 | $868.4K | 0.19% | −78−4.7% | Reduced |
| Boston Family Office LLC | 1,523 | $869.0K | 0.06% | +63+4.3% | Added |
| Community Bank, N.A. | 1,525 | $870.6K | 0.10% | −20−1.3% | Reduced |
| 1776 Wealth LLC | 1,526 | $871.2K | 0.33% | +12+0.8% | Added |
| BIP Wealth, LLC | 1,528 | $872.3K | 0.03% | +27+1.8% | Added |
| Abundance Wealth Counselors | 1,927 | $873.5K | 0.15% | +362+23.1% | Added |
| M. Kraus & Co | 1,531 | $874.0K | 0.24% | 00.0% | Unchanged |
| Sagewood Asset Management LP | 1,531 | $874.0K | 0.31% | +1,531 | New |
| QVR LLC | 1,531 | $874.0K | 0.61% | +1,531 | New |
| United Advisor Group, LLC | 1,533 | $874.9K | 0.11% | −124−7.5% | Reduced |
| Traynor Capital Management, Inc. | 1,533 | $875.2K | 0.05% | +182+13.5% | Added |
| Hanlon Investment Management, Inc. | 1,534 | $875.7K | 0.49% | −42−2.7% | Reduced |
| Arsenal Capital Advisors LLC | 1,535 | $876.3K | 0.62% | +1,535 | New |
| Spartan Planning & Wealth Management | 1,535 | $876.3K | 0.65% | −32−2.0% | Reduced |
| Adirondack Capital Advisors, LLC | 1,540 | $879.2K | 0.59% | +1,540 | New |
| Quantum Financial Advisors, LLC | 1,552 | $886.1K | 0.10% | +2+0.1% | Added |
| Heck Capital Advisors, LLC | 1,560 | $890.6K | 0.07% | +652+71.8% | Added |
| FLC Capital Advisors | 1,564 | $892.9K | 0.16% | +1+0.1% | Added |
| Diversified Portfolios, Inc. | 1,565 | $893.4K | 0.07% | −43−2.7% | Reduced |
| BXM Wealth LLC | 1,570 | $896.3K | 0.69% | +79+5.3% | Added |
| TCI Wealth Advisors, Inc. | 1,572 | $897.4K | 0.05% | −40−2.5% | Reduced |
| Landing Point Financial Group, LLC | 1,575 | $899.3K | 0.45% | +1+0.1% | Added |
| Westover Capital Advisors, LLC | 1,576 | $899.7K | 0.16% | −98−5.9% | Reduced |
| Five Oceans Advisors | 1,576 | $899.7K | 0.32% | −4−0.3% | Reduced |
| X-Square Capital, LLC | 1,577 | $900.0K | 0.29% | +47+3.1% | Added |
| Invariant Investment Management | 1,566 | $901.3K | 0.58% | +1,566 | New |
| Beaton Management Co. Inc. | 1,582 | $903.0K | 0.40% | 00.0% | Unchanged |
| Guerra Pan Advisors, LLC | 1,584 | $904.3K | 0.54% | 00.0% | Unchanged |
| Belleair Asset Management, LLC | 1,586 | $905.4K | 0.86% | +1,586 | New |
| ORG Wealth Partners, LLC | 1,585 | $905.5K | 0.21% | −227−12.5% | Reduced |
| May Hill Capital, LLC | 1,590 | $907.7K | 0.24% | +36+2.3% | Added |
| Tilia Fiduciary Partners, Inc. | 1,590 | $907.9K | 0.50% | −61−3.7% | Reduced |
| Van Den Berg Management I, Inc | 1,592 | $908.8K | 0.21% | −37−2.3% | Reduced |
| Resurgent Financial Advisors LLC | 1,596 | $911.2K | 0.46% | −1−0.1% | Reduced |
| Paradigm Asset Management Co LLC | 1,599 | $912.8K | 0.21% | 00.0% | Unchanged |
| MCF Advisors LLC | 1,599 | $913.0K | 0.05% | +436+37.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 1,598 | $913.7K | 0.32% | +1,122+235.7% | Added |
| Gould Asset Management LLC | 1,602 | $914.3K | 0.16% | −50−3.0% | Reduced |
| Green Harvest Asset Management LLC | 1,604 | $915.8K | 0.01% | +114+7.7% | Added |
| Prentiss Smith & Co Inc | 1,605 | $916.3K | 0.55% | 00.0% | Unchanged |
| Alvarez & Marsal Private Wealth Partners, LLC | 1,606 | $916.7K | 0.18% | +1,606 | New |
| Baker Tilly Wealth Management, LLC | 1,607 | $917.4K | 0.23% | +7+0.4% | Added |
| CM Wealth Advisors LLC | 1,608 | $918.0K | 0.21% | +384+31.4% | Added |
| Strategic Investment Advisors | 1,608 | $918.0K | 0.08% | −73−4.3% | Reduced |
| Strategy Asset Managers LLC | 1,609 | $918.3K | 0.15% | −80−4.7% | Reduced |
| Salvus Wealth Management, LLC | 1,609 | $918.5K | 0.51% | +85+5.6% | Added |
| Collective Family Office LLC | 1,610 | $919.1K | 0.21% | −57−3.4% | Reduced |
| Bigelow Investment Advisors, LLC | 1,611 | $919.7K | 0.36% | −38−2.3% | Reduced |
| Centurion Wealth Management LLC | 1,614 | $921.5K | 0.20% | +48+3.1% | Added |
| Magnetar Financial LLC | 1,617 | $923.1K | 0.01% | −4,535−73.7% | Reduced |
| Canvas Wealth Advisors, LLC | 1,619 | $924.3K | 0.16% | −62−3.7% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 1,619 | $924.3K | 0.38% | −36−2.2% | Reduced |
| Wedgewood Investors Inc | 1,620 | $924.8K | 1.05% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 1,622 | $925.8K | 0.41% | +12+0.7% | Added |
| Cypress Wealth Services, LLC | 1,626 | $928.4K | 0.13% | +414+34.2% | Added |
| Disciplined Equity Management, Inc. | 1,630 | $930.5K | 0.48% | −40−2.4% | Reduced |
| Purpose Unlimited Inc. | 1,632 | $931.7K | 0.04% | +1,632 | New |
| Consilium Wealth Advisory, LLC | 1,638 | $934.9K | 0.34% | 00.0% | Unchanged |
| Corundum Group, Inc. | 1,640 | $936.2K | 0.31% | −703−30.0% | Reduced |
| Paladin Advisory Group, LLC | 1,640 | $936.2K | 0.68% | −68−4.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 1,642 | $937.2K | 0.23% | +59+3.7% | Added |
| Richard P Slaughter Associates Inc | 1,648 | $940.8K | 0.20% | −268−14.0% | Reduced |
| Tevis Investment Management | 1,655 | $941.4K | 0.57% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 1,651 | $942.4K | 0.05% | −39−2.3% | Reduced |
| Old Port Advisors | 1,651 | $942.4K | 0.23% | +3+0.2% | Added |
| Bernicke Wealth Management, Ltd. | 1,653 | $943.9K | 0.12% | +1,653 | New |
| BCS Wealth Management | 1,654 | $944.2K | 0.10% | +834+101.7% | Added |
| SPWM Advisors LLC | 1,656 | $945.2K | 0.91% | +1,656 | New |
| Allen Capital Group, LLC | 1,657 | $945.9K | 0.09% | +88+5.6% | Added |
| Paragon Private Wealth Management, LLC | 1,660 | $947.5K | 0.29% | +205+14.1% | Added |
| Fund Advisors of America Inc | 1,660 | $947.7K | 0.87% | +1,660 | New |
| Werlinich Asset Management, LLC | 1,643 | $948.7K | 0.47% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,666 | $951.2K | 0.25% | −29−1.7% | Reduced |
| Hoxton Planning & Management, LLC | 1,667 | $951.7K | 0.28% | +29+1.8% | Added |
| Riverbend Wealth Management, LLC | 1,667 | $951.8K | 0.60% | +107+6.9% | Added |
| McLaughlin Asset Management, Inc. | 1,676 | $956.8K | 0.86% | +1,676 | New |
| Larry Mathis Financial Planning, LLC | 1,678 | $957.9K | 0.85% | +1,678 | New |
| DT Investment Partners, LLC | 1,681 | $959.6K | 0.08% | +213+14.5% | Added |
| Abound Financial, LLC | 1,685 | $961.7K | 0.37% | −132−7.3% | Reduced |
| Aberdeen Wealth Management LLC | 1,686 | $962.2K | 0.45% | +1+0.1% | Added |
| Ticino Wealth | 1,688 | $963.6K | 0.36% | +1,688 | New |
| White Knight Strategic Wealth Advisors, LLC | 1,690 | $964.8K | 0.71% | −33−1.9% | Reduced |
| Occidental Asset Management, LLC | 1,692 | $966.2K | 0.12% | −15−0.9% | Reduced |
| Simplify Asset Management Inc. | 1,695 | $967.6K | 0.02% | +212+14.3% | Added |
| Cache Advisors, LLC | 1,695 | $967.6K | 0.12% | +1,695 | New |
| Byrne Asset Management LLC | 1,699 | $969.9K | 0.54% | −15−0.9% | Reduced |