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 |
|---|---|---|---|---|---|
| Values Added Financial LLC | 1,699 | $969.9K | 0.41% | +2+0.1% | Added |
| Jericho Financial, LLP | 1,699 | $970.1K | 0.58% | −247−12.7% | Reduced |
| SkyOak Wealth, LLC | 1,700 | $970.5K | 0.17% | 00.0% | Unchanged |
| BTG Pactual Asset Management US LLC | 1,700 | $970.5K | 0.11% | +1,165+217.8% | Added |
| Tarbox Family Office, Inc. | 1,703 | $972.2K | 0.16% | −2−0.1% | Reduced |
| Dividend Assets Capital, LLC | 1,703 | $972.2K | 0.19% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 1,772 | $972.4K | 0.04% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 1,705 | $973.3K | 0.04% | +4+0.2% | Added |
| New England Research & Management, Inc. | 1,705 | $973.4K | 0.43% | 00.0% | Unchanged |
| Sienna Gestion | 1,695 | $973.9K | 0.06% | +1,695 | New |
| Hara Capital LLC | 1,713 | $977.9K | 0.54% | 00.0% | Unchanged |
| Argos Wealth Advisors, LLC | 1,713 | $977.9K | 0.29% | +1,713 | New |
| Northern Financial Advisors Inc | 1,717 | $980.2K | 1.12% | −632−26.9% | Reduced |
| Silicon Valley Capital Partners | 1,719 | $981.6K | 0.09% | +2+0.1% | Added |
| Argus Investors' Counsel, Inc. | 1,721 | $982.6K | 0.78% | +64+3.9% | Added |
| Auxano Advisors, LLC | 1,722 | $982.8K | 0.19% | +89+5.5% | Added |
| Brave Asset Management Inc | 1,723 | $983.6K | 0.23% | −20−1.1% | Reduced |
| South Shore Capital Advisors | 1,723 | $983.9K | 0.72% | +1,723 | New |
| Summa Corp. | 1,725 | $984.8K | 0.42% | −11−0.6% | Reduced |
| Baker Ellis Asset Management LLC | 1,727 | $986.2K | 0.12% | −55−3.1% | Reduced |
| Navellier & Associates Inc | 1,728 | $986.5K | 0.11% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 1,730 | $987.6K | 0.15% | −64−3.6% | Reduced |
| Absher Wealth Management, LLC | 1,733 | $989.3K | 0.12% | −123−6.6% | Reduced |
| McLean Asset Management Corp | 1,812 | $990.7K | 0.18% | −13−0.7% | Reduced |
| Alpine Bank Wealth Management | 1,736 | $991.0K | 0.14% | −81−4.5% | Reduced |
| Costello Asset Management, INC | 1,737 | $991.6K | 0.33% | 00.0% | Unchanged |
| Arcus Capital Partners, LLC | 1,737 | $991.6K | 0.36% | +9+0.5% | Added |
| Simon Quick Advisors, LLC | 1,739 | $992.6K | 0.04% | −1,120−39.2% | Reduced |
| Armis Advisers, LLC | 2,002 | $993.5K | 0.11% | −536−21.1% | Reduced |
| MainStreet Investment Advisors LLC | 1,742 | $994.5K | 0.14% | −50−2.8% | Reduced |
| Evermay Wealth Management LLC | 1,742 | $994.5K | 0.11% | 00.0% | Unchanged |
| Whelan Financial | 1,742 | $994.7K | 0.31% | +81+4.9% | Added |
| Compagnie Lombard Odier SCmA | 1,745 | $996.2K | 0.01% | +125+7.7% | Added |
| OV Management LLC | 1,750 | $999.0K | 0.87% | −25−1.4% | Reduced |
| Sterling Investment Counsel, LLC | 1,850 | $999.3K | 0.29% | +1,283+226.3% | Added |
| United Community Bank | 1,751 | $999.6K | 0.38% | −1,283−42.3% | Reduced |
| Fire Capital Management LLC | 1,751 | $999.6K | 0.50% | +737+72.7% | Added |
| Lantz Financial LLC | 1,754 | $1.00M | 0.21% | +15+0.9% | Added |
| BAM Wealth Management, LLC | 1,755 | $1.00M | 0.72% | −143−7.5% | Reduced |
| Newport Capital Group, LLC | 1,756 | $1.00M | 0.61% | +24+1.4% | Added |
| Syverson Strege & Co | 1,758 | $1.00M | 0.24% | −140−7.4% | Reduced |
| Cadinha & Co LLC | 1,767 | $1.01M | 0.16% | −94−5.1% | Reduced |
| Lazari Capital Management, Inc. | 1,768 | $1.01M | 0.34% | −19−1.1% | Reduced |
| J.Safra Asset Management Corp | 1,770 | $1.01M | 0.05% | +122+7.4% | Added |
| PFC Capital Group, Inc. | 1,774 | $1.01M | 0.42% | −3−0.2% | Reduced |
| Hayek Kallen Investment Management | 1,775 | $1.01M | 0.32% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 1,781 | $1.02M | 0.25% | −15−0.8% | Reduced |
| Prosperity Financial Group, Inc. | 1,782 | $1.02M | 0.37% | −7−0.4% | Reduced |
| Adelphi Trust Co | 1,785 | $1.02M | 0.83% | +1,785 | New |
| Brandywine Managers, LLC | 1,785 | $1.02M | 0.50% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 1,786 | $1.02M | 0.20% | −37−2.0% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,791 | $1.02M | 0.21% | +2+0.1% | Added |
| Peterson Wealth Management | 1,791 | $1.02M | 0.76% | −7,019−79.7% | Reduced |
| Augustine Asset Management Inc | 1,800 | $1.03M | 0.21% | −4−0.2% | Reduced |
| Militia Capital Partners, LP | 1,800 | $1.03M | 0.39% | +1,800 | New |
| Empirical Asset Management, LLC | 1,807 | $1.03M | 0.29% | +328+22.2% | Added |
| Investment Research Partners LLC | 1,809 | $1.03M | 0.44% | +67+3.8% | Added |
| TritonPoint Partners, LLC | 1,810 | $1.03M | 0.55% | +1,810 | New |
| D'Orazio & Associates, Inc. | 1,812 | $1.03M | 0.13% | +56+3.2% | Added |
| Fiduciary Family Office, LLC | 1,812 | $1.03M | 0.30% | +65+3.7% | Added |
| E&G Advisors, LP | 1,813 | $1.04M | 0.23% | 00.0% | Unchanged |
| Mosaic Family Wealth Partners, LLC | 1,817 | $1.04M | 0.11% | +23+1.3% | Added |
| Strategic Wealth Partners, Ltd. | 1,817 | $1.04M | 0.07% | +72+4.1% | Added |
| IMA Wealth, Inc. | 1,818 | $1.04M | 0.10% | +21+1.2% | Added |
| LCNB Corp | 1,818 | $1.04M | 0.35% | −60−3.2% | Reduced |
| Accredited Investors Inc. | 1,823 | $1.04M | 0.06% | +179+10.9% | Added |
| Birch Financial Group, LLC | 1,823 | $1.04M | 0.59% | +41+2.3% | Added |
| Klingenstein Fields & Co LP | 1,830 | $1.04M | 0.04% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 1,838 | $1.05M | 0.09% | −14,114−88.5% | Reduced |
| Mayar Capital Ltd. | 1,842 | $1.05M | 1.43% | 00.0% | Unchanged |
| Acropolis Investment Management, LLC | 1,843 | $1.05M | 0.05% | −57−3.0% | Reduced |
| Genesis Private Wealth, LLC | 1,846 | $1.05M | 0.33% | −89−4.6% | Reduced |
| Inscription Capital, LLC | 1,848 | $1.05M | 0.11% | −6−0.3% | Reduced |
| Brady Family Wealth, LLC | 1,849 | $1.06M | 0.33% | +89+5.1% | Added |
| Family Management Corp | 1,859 | $1.06M | 0.13% | +536+40.5% | Added |
| Capital Planning Advisors, LLC | 1,863 | $1.06M | 0.14% | −17−0.9% | Reduced |
| PAX Financial Group, LLC | 1,863 | $1.06M | 0.18% | −36−1.9% | Reduced |
| Canal Capital Management, LLC | 1,866 | $1.07M | 0.15% | −10−0.5% | Reduced |
| Annex Advisory Services, LLC | 1,871 | $1.07M | 0.02% | +306+19.6% | Added |
| Howard Wealth Management, LLC | 1,873 | $1.07M | 0.47% | −70−3.6% | Reduced |
| Vega Investment Solutions | 1,873 | $1.07M | 0.17% | +1,873 | New |
| Cassaday & Co Wealth Management LLC | 1,875 | $1.07M | 0.02% | +705+60.3% | Added |
| Webster Bank, N. A. | 1,876 | $1.07M | 0.10% | +712+61.2% | Added |
| Edge Financial Advisors LLC | 939 | $1.07M | 0.45% | −6−0.6% | Reduced |
| Griffin Asset Management, Inc. | 1,881 | $1.07M | 0.12% | +1,881 | New |
| Sandbox Financial Partners, LLC | 1,887 | $1.08M | 0.30% | +3+0.2% | Added |
| Cambient Family Office, LLC | 1,892 | $1.08M | 0.15% | +1,892 | New |
| Armstrong, Fleming & Moore, Inc | 1,896 | $1.08M | 0.50% | −34−1.8% | Reduced |
| Johnson & White Wealth Management, LLC | 1,897 | $1.08M | 0.47% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 1,897 | $1.08M | 0.10% | −688−26.6% | Reduced |
| Radnor Capital Management, LLC | 1,897 | $1.08M | 0.16% | +85+4.7% | Added |
| FRG Family Wealth Advisors LLC | 1,898 | $1.08M | 0.17% | +29+1.6% | Added |
| Indivisible Partners | 1,900 | $1.08M | 0.12% | +1,900 | New |
| Stonebrook Private Inc. | 1,900 | $1.08M | 0.23% | −62−3.2% | Reduced |
| OneAscent Family Office, LLC | 1,902 | $1.09M | 0.74% | +288+17.8% | Added |
| Peoples Bank | 1,902 | $1.09M | 1.09% | −10−0.5% | Reduced |
| Wincap Financial LLC | 1,906 | $1.09M | 0.75% | +18+1.0% | Added |
| Perfromance Wealth Partners, LLC | 1,906 | $1.09M | 0.03% | +359+23.2% | Added |
| Traphagen Investment Advisors LLC | 1,907 | $1.09M | 0.09% | +33+1.8% | Added |
| McAdam, LLC | 1,910 | $1.09M | 0.05% | +59+3.2% | Added |