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 |
|---|---|---|---|---|---|
| Planned Solutions, Inc. | 414 | $236.3K | 0.08% | 00.0% | Unchanged |
| Keystone Financial Services | 414 | $236.5K | 0.07% | −7−1.7% | Reduced |
| Cabot Wealth Management Inc | 415 | $236.9K | 0.03% | 00.0% | Unchanged |
| Van Hulzen Asset Management, LLC | 416 | $237.2K | 0.02% | −7−1.7% | Reduced |
| Ellenbecker Investment Group | 415 | $237.5K | 0.03% | +39+10.4% | Added |
| Cooper/Haims Advisors, LLC | 416 | $237.5K | 0.11% | +10+2.5% | Added |
| Bouchey Financial Group Ltd | 416 | $237.6K | 0.02% | +36+9.5% | Added |
| Greenup Street Wealth Management LLC | 417 | $238.1K | 0.03% | −2,123−83.6% | Reduced |
| LFA - Lugano Financial Advisors SA | 418 | $238.3K | 0.12% | +54+14.8% | Added |
| Johnson Bixby & Associates, LLC | 418 | $238.6K | 0.03% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 419 | $239.0K | 0.03% | +7+1.7% | Added |
| Proficio Capital Partners LLC | 419 | $239.4K | 0.02% | −80−16.0% | Reduced |
| Earnest Partners LLC | 420 | $239.8K | 0.00% | +4+1.0% | Added |
| Burkett Asset Management Ltd | 420 | $239.8K | 0.24% | +420 | New |
| Arta Finance Wealth Management LLC | 421 | $240.0K | 0.12% | +421 | New |
| Synergy Financial Management, LLC | 421 | $240.3K | 0.02% | −21,734−98.1% | Reduced |
| Northwest Wealth Management, LLC | 421 | $240.3K | 0.04% | +421 | New |
| Brave Warrior Advisors, LLC | 422 | $240.9K | 0.01% | 00.0% | Unchanged |
| Pennington Partners & Co., LLC | 423 | $241.4K | 0.10% | +1+0.2% | Added |
| Advisortrust Partners, LLC | 425 | $242.5K | 0.11% | +425 | New |
| Fluent Financial, LLC | 425 | $242.6K | 0.09% | 00.0% | Unchanged |
| Wealth Advisory Solutions, LLC | 425 | $242.6K | 0.06% | −24−5.3% | Reduced |
| Sterling Investment Advisors, Ltd. | 426 | $243.1K | 0.04% | −8−1.8% | Reduced |
| Bill Few Associates, Inc. | 426 | $243.2K | 0.06% | −55−11.4% | Reduced |
| Highview Capital Management LLC | 426 | $243.2K | 0.09% | −30−6.6% | Reduced |
| Coastwise Capital Group, LLC | 427 | $243.8K | 0.12% | +1+0.2% | Added |
| Intrepid Capital Management Inc | 428 | $244.4K | 0.09% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 428 | $244.4K | 0.05% | −281−39.6% | Reduced |
| Cladis Investment Advisory, LLC | 428 | $244.6K | 0.13% | +20+4.9% | Added |
| Westside Investment Management, Inc. | 434 | $244.6K | 0.04% | +27+6.6% | Added |
| Kondo Wealth Advisors, Inc. | 429 | $244.9K | 0.09% | −4−0.9% | Reduced |
| KWMG, LLC | 429 | $245.0K | 0.02% | +26+6.5% | Added |
| IMPACTfolio, LLC | 430 | $245.2K | 0.10% | 00.0% | Unchanged |
| Summit Wealth Group LLC | 430 | $245.5K | 0.03% | −7,522−94.6% | Reduced |
| Financial Security Advisor, Inc. | 430 | $245.7K | 0.05% | 00.0% | Unchanged |
| StoryOne LLC | 0 | $247.8K | 0.15% | 0 | New |
| Tufton Capital Management | 435 | $248.0K | 0.04% | −80−15.5% | Reduced |
| Garton & Associates Financial Advisors LLC | 435 | $248.3K | 0.14% | +435 | New |
| LJI Wealth Management, LLC | 435 | $248.3K | 0.04% | +21+5.1% | Added |
| Brown Shipley& Co Ltd | 435 | $248.3K | 0.13% | −25−5.4% | Reduced |
| Stillwater Wealth Management Group | 436 | $248.9K | 0.17% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 437 | $249.2K | 0.03% | −35−7.4% | Reduced |
| Golden Road Advisors LLC | 437 | $249.5K | 0.14% | −33−7.0% | Reduced |
| Patriot Investment Management Inc. | 437 | $249.5K | 0.02% | 00.0% | Unchanged |
| Freedom Day Solutions, LLC | 438 | $250.0K | 0.07% | +1+0.2% | Added |
| Carl P. Sherr & Co., LLC | 465 | $250.5K | 0.11% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 439 | $250.6K | 0.02% | +30+7.3% | Added |
| Warburton Capital Management, LLC | 441 | $251.0K | 0.14% | +6+1.4% | Added |
| Intergy Private Wealth, LLC | 440 | $251.2K | 0.08% | +54+14.0% | Added |
| Balance Wealth, LLC | 441 | $251.7K | 0.08% | −50−10.2% | Reduced |
| Abound Wealth Management | 443 | $252.9K | 0.06% | +2+0.5% | Added |
| Grand Central Investment Group | 445 | $254.0K | 0.18% | +445 | New |
| Trust Co | 446 | $254.6K | 0.02% | +52+13.2% | Added |
| Wagner Wealth Management, Corp | 446 | $254.6K | 0.25% | +446 | New |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 447 | $255.2K | 0.40% | +447 | New |
| Wealth Effects LLC | 448 | $255.8K | 0.08% | −60−11.8% | Reduced |
| ZEGA Investments, LLC | 448 | $256.0K | 0.05% | +2+0.4% | Added |
| Investor's Fiduciary Advisor Network, LLC | 449 | $256.0K | 0.05% | +449 | New |
| RPS Advisory Solutions LLC | 449 | $256.1K | 0.12% | −28−5.9% | Reduced |
| Ehrenkranz Partners L.P. | 449 | $256.3K | 0.29% | +449 | New |
| KFA Private Wealth Group, LLC | 450 | $256.7K | 0.06% | +16+3.7% | Added |
| Bienville Capital Management, LLC | 450 | $256.9K | 0.04% | 00.0% | Unchanged |
| Deroy & Devereaux Private Investment Counsel Inc | 451 | $257.0K | 0.01% | −16−3.4% | Reduced |
| Vance Wealth, Inc. | 451 | $257.5K | 0.08% | −15−3.2% | Reduced |
| Lifeworks Advisors, LLC | 451 | $257.5K | 0.03% | +54+13.6% | Added |
| Vision Financial Markets LLC | 452 | $257.5K | 0.26% | 00.0% | Unchanged |
| Pacific Center for Financial Services | 454 | $258.0K | 0.07% | 00.0% | Unchanged |
| Meridian Investment Counsel Inc. | 452 | $258.0K | 0.06% | 00.0% | Unchanged |
| American National Bank of Texas | 452 | $258.0K | 0.25% | +29+6.9% | Added |
| Core Wealth Advisors, Inc. | 452 | $258.1K | 0.07% | −174−27.8% | Reduced |
| Global Strategic Investment Solutions, LLC | 453 | $258.6K | 0.03% | −1−0.2% | Reduced |
| Tidemark, LLC | 453 | $258.9K | 0.07% | −1−0.2% | Reduced |
| Seldon Capital LP | 454 | $259.2K | 0.09% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 454 | $259.3K | 0.14% | +8+1.8% | Added |
| Sierra Ocean, LLC | 454 | $259.4K | 0.21% | −14−3.0% | Reduced |
| CLG LLC | 454 | $259.5K | 0.06% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 455 | $259.8K | 0.11% | +455 | New |
| M3 Advisory Group, LLC | 456 | $260.1K | 0.16% | +54+13.4% | Added |
| Puff Wealth Management, LLC | 462 | $260.3K | 0.34% | +23+5.2% | Added |
| Armstrong Advisory Group, Inc | 456 | $260.4K | 0.02% | +6+1.3% | Added |
| REAP Financial Group, LLC | 457 | $260.9K | 0.05% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 458 | $261.5K | 0.02% | −25−5.2% | Reduced |
| RNC Capital Management LLC | 462 | $263.5K | 0.01% | 00.0% | Unchanged |
| Mattern Wealth Management LLC | 465 | $265.5K | 0.05% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 465 | $265.5K | 0.03% | +5+1.1% | Added |
| LifePlan Investment Advisors, Inc. | 465 | $265.5K | 0.11% | +15+3.3% | Added |
| Fulcrum Equity Management | 465 | $265.5K | 0.25% | +465 | New |
| Bedell Frazier Investment Counseling, LLC | 465 | $265.5K | 0.05% | 00.0% | Unchanged |
| Sun Group Wealth Partners | 466 | $266.0K | 0.21% | +466 | New |
| Advisors Preferred, LLC | 473 | $266.4K | 0.04% | +473 | New |
| CenterStar Asset Management, LLC | 468 | $267.2K | 0.42% | +468 | New |
| Symmetry Partners, LLC | 468 | $267.3K | 0.02% | −67−12.5% | Reduced |
| Ellsworth Advisors, LLC | 493 | $267.6K | 0.05% | −3−0.6% | Reduced |
| Wallington Asset Management, LLC | 469 | $267.7K | 0.03% | −8−1.7% | Reduced |
| Wiser Wealth Management, Inc | 469 | $267.7K | 0.06% | −2−0.4% | Reduced |
| Horizon Investment Services, LLC | 469 | $267.9K | 0.10% | 00.0% | Unchanged |
| Boston Common Asset Management, LLC | 470 | $268.3K | 0.02% | −2,224−82.6% | Reduced |
| Financial Symmetry Inc | 470 | $268.3K | 0.11% | 00.0% | Unchanged |
| SLT Holdings LLC | 472 | $269.2K | 0.18% | +65+16.0% | Added |
| Partners Wealth Management, LLC | 472 | $269.5K | 0.28% | −50−9.6% | Reduced |