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 13 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
- 3,742
- +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 | 3,633 | $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 |
|---|---|---|---|---|---|
| Hughes Financial Services, LLC | 64 | $36.5K | 0.01% | −5−7.2% | Reduced |
| Tucker Asset Management LLC | 64 | $36.5K | 0.01% | +64 | New |
| Birchbrook, Inc. | 64 | $36.5K | 0.02% | +64 | New |
| Monetary Solutions, Ltd | 65 | $37.1K | 0.04% | +65 | New |
| Beaird Harris Wealth Management, LLC | 66 | $37.6K | 0.00% | −44−40.0% | Reduced |
| Dynamic Wealth Strategies, LLC | 66 | $37.7K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 66 | $37.7K | 0.01% | +44+200.0% | Added |
| Riverview Trust Co | 67 | $38.2K | 0.05% | +17+34.0% | Added |
| 1 North Wealth Services LLC | 70 | $40.0K | 0.01% | 00.0% | Unchanged |
| CoreFirst Bank & Trust | 70 | $40.0K | 0.02% | 00.0% | Unchanged |
| First Community Trust NA | 72 | $41.1K | 0.03% | 00.0% | Unchanged |
| Miller Capital Partners, Inc. | 72 | $41.1K | 0.02% | +72 | New |
| Vermillion & White Wealth Management Group, LLC | 73 | $41.7K | 0.02% | +37+102.8% | Added |
| Strategic Investment Solutions, Inc. | 73 | $41.7K | 0.01% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 74 | $42.2K | 0.02% | +74 | New |
| Tradewinds Capital Management, LLC | 74 | $42.4K | 0.01% | 00.0% | Unchanged |
| Pingora Partners LLC | 75 | $42.8K | 0.03% | −12−13.8% | Reduced |
| WealthCollab, LLC | 75 | $42.8K | 0.02% | 00.0% | Unchanged |
| SIMA Wealth Partners, LLC | 75 | $42.8K | 0.03% | 00.0% | Unchanged |
| Merited Wealth, LLC | 75 | $42.8K | 0.04% | +75 | New |
| Accordant Advisory Group Inc | 76 | $43.4K | 0.03% | −19−20.0% | Reduced |
| Delta Asset Management LLC | 76 | $43.4K | 0.00% | 00.0% | Unchanged |
| Joseph Group Capital Management | 77 | $44.0K | 0.01% | +77 | New |
| Cresta Advisors, Ltd. | 78 | $44.5K | 0.02% | +78 | New |
| NCP Inc. | 78 | $44.5K | 0.04% | +78 | New |
| NorthAvenue LLC | 79 | $45.1K | 0.04% | +79 | New |
| Quest 10 Wealth Builders, Inc. | 80 | $45.7K | 0.04% | −13−14.0% | Reduced |
| Clayton Financial Group LLC | 80 | $45.7K | 0.02% | +69+627.3% | Added |
| Coston, McIsaac & Partners | 82 | $46.0K | 0.01% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 82 | $46.8K | 0.01% | 00.0% | Unchanged |
| Mowery & Schoenfeld Wealth Management, LLC | 86 | $49.1K | 0.07% | +76+760.0% | Added |
| Rogco, LP | 87 | $49.7K | 0.02% | 00.0% | Unchanged |
| Marquette Asset Management, LLC | 88 | $50.2K | 0.01% | +3+3.5% | Added |
| TCTC Holdings, LLC | 90 | $51.4K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 93 | $53.1K | 0.02% | −18−16.2% | Reduced |
| Scarborough Advisors, LLC | 93 | $53.4K | 0.01% | 00.0% | Unchanged |
| Quattro Advisors LLC | 97 | $55.3K | 0.04% | +97 | New |
| Financial Freedom, LLC | 98 | $55.9K | 0.03% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 98 | $56.0K | 0.04% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 99 | $56.5K | 0.04% | +43+76.8% | Added |
| JCIC Asset Management Inc. | 100 | $57.1K | 0.02% | 00.0% | Unchanged |
| Raelipskie Partnership | 100 | $57.1K | 0.02% | 00.0% | Unchanged |
| True Wealth Design, LLC | 100 | $57.3K | 0.02% | −28−21.9% | Reduced |
| Sumitomo Mitsui Financial Group, Inc. | 100 | $57.8K | 0.00% | −195−66.1% | Reduced |
| Kozak & Associates, Inc. | 101 | $58.4K | 0.01% | −21−17.2% | Reduced |
| Signature Resources Capital Management, LLC | 103 | $58.8K | 0.03% | +13+14.4% | Added |
| Horizon Financial Services, LLC | 105 | $59.9K | 0.03% | −6−5.4% | Reduced |
| Maryland Capital Advisors Inc. | 107 | $61.1K | 0.02% | +22+25.9% | Added |
| HFM Investment Advisors, LLC | 107 | $61.1K | 0.02% | +93+664.3% | Added |
| Delos Wealth Advisors, LLC | 109 | $62.2K | 0.04% | 00.0% | Unchanged |
| TrustBank | 111 | $63.4K | 0.03% | +111 | New |
| Louisbourg Investments Inc. | 114 | $65.1K | 0.01% | −10−8.1% | Reduced |
| Essential Partners LLC | 116 | $66.2K | 0.02% | −42−26.6% | Reduced |
| Measured Wealth Private Client Group, LLC | 118 | $67.4K | 0.02% | −5−4.1% | Reduced |
| Advocate Investing Services LLC | 118 | $67.4K | 0.06% | +118 | New |
| Valued Wealth Advisors LLC | 123 | $70.4K | 0.03% | +6+5.1% | Added |
| Sunrise Financial Services, LLC | 124 | $70.8K | 0.05% | +124 | New |
| Halbert Hargrove Global Advisors, LLC | 124 | $70.9K | 0.00% | −66−34.7% | Reduced |
| Winthrop Capital Management, LLC | 128 | $73.0K | 0.02% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 128 | $73.1K | 0.01% | −13−9.2% | Reduced |
| Mascoma Wealth Management LLC | 129 | $73.6K | 0.02% | −51−28.3% | Reduced |
| Sfam, LLC | 136 | $77.6K | 0.07% | +136 | New |
| Global Wealth Strategies & Associates | 137 | $78.2K | 0.02% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 138 | $78.8K | 0.02% | +19+16.0% | Added |
| Glass Jacobson Investment Advisors llc | 139 | $79.4K | 0.03% | 00.0% | Unchanged |
| Kilter Group LLC | 143 | $81.6K | 0.04% | −4−2.7% | Reduced |
| Frazier Financial Advisors, LLC | 145 | $82.8K | 0.05% | 00.0% | Unchanged |
| Clark Wealth Partners | 148 | $84.5K | 0.05% | 00.0% | Unchanged |
| Sittner & Nelson, LLC | 155 | $85.1K | 0.03% | +63+68.5% | Added |
| SWAN Capital LLC | 150 | $85.8K | 0.03% | +25+20.0% | Added |
| Ogorek Anthony Joseph | 151 | $86.0K | 0.02% | −13−7.9% | Reduced |
| Estabrook Capital Management | 153 | $87.3K | 0.01% | 00.0% | Unchanged |
| Legacy Wealth Managment, LLC | 156 | $89.1K | 0.04% | +55+54.5% | Added |
| Ares Financial Consulting, LLC | 156 | $89.2K | 0.09% | +156 | New |
| Rialto Wealth Management, LLC | 158 | $90.2K | 0.02% | −2−1.3% | Reduced |
| South Plains Financial, Inc. | 159 | $90.8K | 0.05% | +159 | New |
| Acumen Wealth Advisors, LLC | 159 | $90.8K | 0.03% | +159 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 162 | $92.0K | 0.03% | 00.0% | Unchanged |
| Stephenson National Bank & Trust | 165 | $94.2K | 0.03% | +43+35.2% | Added |
| Vestor Capital, LLC | 2,562 | $95.0K | 0.01% | +2,388+1,372.4% | Added |
| MTM Investment Management, LLC | 167 | $95.3K | 0.03% | −11−6.2% | Reduced |
| Optima Capital LLC | 169 | $96.5K | 0.04% | +169 | New |
| Highline Wealth Partners LLC | 171 | $97.7K | 0.03% | +15+9.6% | Added |
| Redmont Wealth Advisors LLC | 173 | $98.8K | 0.15% | 00.0% | Unchanged |
| Howard Hughes Medical Institute | 177 | $101.0K | 0.06% | 00.0% | Unchanged |
| Caitlin John, LLC | 177 | $101.3K | 0.07% | −104−37.0% | Reduced |
| Breakwater Investment Management | 178 | $101.6K | 0.04% | 00.0% | Unchanged |
| Imprint Wealth LLC | 182 | $103.9K | 0.49% | −155−46.0% | Reduced |
| Anfield Capital Management, LLC | 183 | $104.5K | 0.03% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 183 | $104.7K | 0.03% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 186 | $106.4K | 0.06% | +186 | New |
| Smallwood Wealth Investment Management, LLC | 189 | $108.2K | 0.06% | 00.0% | Unchanged |
| Dorato Capital Management | 200 | $109.4K | 0.08% | +200 | New |
| Meramec Financial Planners, LLC | 201 | $110.3K | 0.04% | +201 | New |
| Davis Capital Management | 194 | $110.8K | 0.08% | −2−1.0% | Reduced |
| Rakuten Securities, Inc. | 194 | $110.8K | 0.04% | +30+18.3% | Added |
| Nexus Investment Management ULC | 195 | $111.3K | 0.02% | 00.0% | Unchanged |
| Adkins Seale Capital Management LLC | 196 | $111.9K | 0.11% | +196 | New |
| Evolution Advisers, Inc. | 197 | $112.0K | 0.05% | −8−3.9% | Reduced |
| Avion Wealth | 197 | $112.0K | 0.02% | +10+5.3% | Added |