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 |
|---|---|---|---|---|---|
| Zevin Asset Management LLC | 472 | $269.5K | 0.04% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 473 | $270.3K | 0.16% | +48+11.3% | Added |
| Fort Washington Investment Advisors Inc | 474 | $270.6K | 0.00% | +95+25.1% | Added |
| Everest Management Corp. | 475 | $271.2K | 0.15% | −58−10.9% | Reduced |
| Prospect Financial Services LLC | 475 | $271.2K | 0.16% | +1+0.2% | Added |
| Gibson Capital, LLC | 475 | $271.3K | 0.05% | −26−5.2% | Reduced |
| Storen Legacy Partners, LLC | 475 | $271.4K | 0.09% | +475 | New |
| Impact Partnership Wealth, LLC | 476 | $271.6K | 0.03% | +26+5.8% | Added |
| Old North State Wealth Management, LLC | 473 | $271.6K | 0.13% | −114−19.4% | Reduced |
| Lavelle Capital LP | 476 | $271.7K | 0.17% | +476 | New |
| Signature Equity Partners, LLC | 477 | $272.4K | 0.15% | +477 | New |
| William Mack & Associates, Inc. | 478 | $272.9K | 0.13% | −17−3.4% | Reduced |
| Thomasville National Bank | 479 | $273.5K | 0.02% | +19+4.1% | Added |
| Operose Advisors LLC | 480 | $274.0K | 0.06% | +8+1.7% | Added |
| Flynn Zito Capital Management, LLC | 481 | $274.3K | 0.10% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 509 | $274.4K | 0.03% | +6+1.2% | Added |
| Precedent Wealth Partners, LLC | 481 | $274.5K | 0.06% | +26+5.7% | Added |
| Park Place Capital Corp | 481 | $274.6K | 0.06% | +20+4.3% | Added |
| Tradewinds, LLC. | 483 | $275.7K | 0.07% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 483 | $275.7K | 0.06% | +483 | New |
| Postrock Partners LLC | 484 | $276.3K | 0.12% | 00.0% | Unchanged |
| Braeburn Wealth Management LLC | 484 | $276.3K | 0.14% | +484 | New |
| GGM Financials LLC | 485 | $276.8K | 0.13% | 00.0% | Unchanged |
| Rooted Wealth Advisors, Inc. | 501 | $277.4K | 0.08% | +7+1.4% | Added |
| SeedSafe Financial LLC | 486 | $277.4K | 0.25% | +486 | New |
| CCM Investment Advisers LLC | 487 | $278.0K | 0.03% | +28+6.1% | Added |
| Bennett Associates Wealth Management | 487 | $278.0K | 0.19% | +487 | New |
| Mirador Capital Partners LP | 487 | $278.3K | 0.04% | +8+1.7% | Added |
| Northstar Asset Management LLC | 489 | $279.2K | 0.06% | 00.0% | Unchanged |
| Idaho Trust Bank | 490 | $279.7K | 0.09% | −41−7.7% | Reduced |
| Trustco Bank Corp N Y | 490 | $279.7K | 0.25% | 00.0% | Unchanged |
| West Paces Advisors Inc. | 490 | $279.9K | 0.05% | +33+7.2% | Added |
| O'Rourke & Company, Inc | 491 | $280.2K | 0.11% | +46+10.3% | Added |
| Main Street Research LLC | 491 | $280.3K | 0.02% | −103−17.3% | Reduced |
| Regimen Wealth, LLC | 491 | $280.3K | 0.08% | +1+0.2% | Added |
| Mountain Capital Investment Advisors, Inc | 535 | $280.5K | 0.05% | −15−2.7% | Reduced |
| Prospect Financial Group LLC | 492 | $280.9K | 0.26% | +2+0.4% | Added |
| Cogent Private Wealth, Inc. | 492 | $280.9K | 0.21% | +492 | New |
| Activest Wealth Management | 494 | $281.8K | 0.05% | +152+44.4% | Added |
| First Growth Capital LLC | 524 | $281.9K | 0.25% | +524 | New |
| Capital Investment Counsel, Inc | 494 | $282.0K | 0.03% | 00.0% | Unchanged |
| Citizens National Bank Trust Department | 494 | $282.0K | 0.05% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 495 | $282.6K | 0.18% | 00.0% | Unchanged |
| Pitti Group Wealth Management, LLC | 495 | $282.6K | 0.23% | +4+0.8% | Added |
| Roehl & Yi Investment Advisors, LLC | 495 | $282.6K | 0.11% | +7+1.4% | Added |
| Huntleigh Advisors, Inc. | 497 | $283.7K | 0.05% | −9−1.8% | Reduced |
| Catalina Capital Group, LLC | 497 | $283.7K | 0.17% | −234−32.0% | Reduced |
| Altar Rock LLC | 499 | $284.9K | 0.34% | +499 | New |
| Doheny Asset Management | 500 | $285.0K | 0.17% | 00.0% | Unchanged |
| First Hawaiian Bank | 500 | $285.4K | 0.04% | −634−55.9% | Reduced |
| PenderFund Capital Management Ltd. | 500 | $285.4K | 0.04% | 00.0% | Unchanged |
| Lountzis Asset Management, LLC | 500 | $285.4K | 0.10% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 500 | $285.4K | 0.24% | 00.0% | Unchanged |
| DWR Wealth Management, LLC | 495 | $285.8K | 0.27% | +495 | New |
| Landmark Wealth Management, LLC | 501 | $286.0K | 0.11% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 501 | $286.0K | 0.16% | +131+35.4% | Added |
| Parkway Wealth Management Group, LLC | 501 | $286.0K | 0.04% | +501 | New |
| von Borstel & Associates, Inc. | 503 | $287.0K | 0.07% | −540−51.8% | Reduced |
| Register Financial Advisors LLC | 504 | $287.7K | 0.11% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 506 | $288.9K | 0.02% | −49−8.8% | Reduced |
| Shakespeare Wealth Management, Inc. | 506 | $288.9K | 0.06% | 00.0% | Unchanged |
| AJ Advisors, LLC | 506 | $289.0K | 0.11% | 00.0% | Unchanged |
| Beacon Financial Advisory LLC | 507 | $289.2K | 0.07% | −96−15.9% | Reduced |
| GWN Securities Inc. | 507 | $289.4K | 0.06% | +17+3.5% | Added |
| Accelerate Investment Advisors LLC | 507 | $289.6K | 0.20% | 00.0% | Unchanged |
| Portfolio Strategies, Inc. | 508 | $290.2K | 0.03% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 509 | $290.4K | 0.07% | −100−16.4% | Reduced |
| KPP Advisory Services LLC | 509 | $290.6K | 0.04% | +24+4.9% | Added |
| Bell Investment Advisors, Inc | 509 | $290.6K | 0.05% | −36−6.6% | Reduced |
| Provident Wealth Management, LLC | 509 | $290.6K | 0.09% | 00.0% | Unchanged |
| SilverOak Wealth Management LLC | 510 | $291.1K | 0.05% | +15+3.0% | Added |
| Evergreen Wealth Partners LLC | 510 | $291.4K | 0.25% | +510 | New |
| Running Point Capital Advisors, LLC | 511 | $291.7K | 0.08% | −53−9.4% | Reduced |
| Channel Wealth LLC | 511 | $291.7K | 0.07% | −4−0.8% | Reduced |
| Chemung Canal Trust Co | 511 | $291.7K | 0.06% | 00.0% | Unchanged |
| Tactive Advisors, LLC | 513 | $292.9K | 0.09% | +42+8.9% | Added |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | 513 | $292.9K | 0.23% | +513 | New |
| Garner Asset Management Corp | 514 | $293.4K | 0.11% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 514 | $293.4K | 0.29% | +514 | New |
| Alpha Financial Partners, LLC | 515 | $294.0K | 0.18% | +99+23.8% | Added |
| 1248 Management, LLC | 515 | $294.0K | 0.16% | 00.0% | Unchanged |
| MGB Wealth Management, LLC | 515 | $294.0K | 0.08% | 00.0% | Unchanged |
| LS Investment Advisors, LLC | 515 | $294.0K | 0.04% | +11+2.2% | Added |
| Prospera Capital Management, LLC | 515 | $294.0K | 0.15% | +515 | New |
| Cfo Capital Management LLC | 515 | $294.0K | 0.22% | +515 | New |
| RFG - Bristol Wealth Advisors, LLC | 516 | $294.5K | 0.08% | −86−14.3% | Reduced |
| Lifelong Wealth Advisors, Inc. | 517 | $295.1K | 0.08% | −1−0.2% | Reduced |
| Acorn Financial Advisory Services Inc | 517 | $295.2K | 0.04% | −6−1.1% | Reduced |
| TCP Asset Management, LLC | 518 | $295.7K | 0.05% | +4+0.8% | Added |
| TruNorth Capital Management, LLC | 518 | $295.7K | 0.06% | +437+539.5% | Added |
| DiNuzzo Private Wealth, Inc. | 519 | $296.3K | 0.03% | 00.0% | Unchanged |
| FreeGulliver LLC | 520 | $296.9K | 0.13% | −46−8.1% | Reduced |
| Lodestone Wealth Management LLC | 520 | $297.0K | 0.12% | −218−29.5% | Reduced |
| Buck Wealth Strategies, LLC | 520 | $297.1K | 0.04% | +520 | New |
| Pacific Capital Wealth Advisors, Inc | 521 | $297.4K | 0.05% | −47−8.3% | Reduced |
| Brio Consultants, LLC | 522 | $298.0K | 0.04% | +21+4.2% | Added |
| Lighthouse Investment Partners, LLC | 522 | $298.0K | 0.01% | +522 | New |
| Unio Capital LLC | 523 | $298.6K | 0.06% | +523 | New |
| Etesian Wealth Advisors, Inc. | 524 | $299.1K | 0.09% | 00.0% | Unchanged |
| Hill Island Financial LLC | 524 | $299.1K | 0.07% | +25+5.0% | Added |