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 |
|---|---|---|---|---|---|
| Kaydan Wealth Management, Inc. | 671 | $383.1K | 0.11% | −4−0.6% | Reduced |
| First American Trust, FSB | 671 | $383.3K | 0.03% | 00.0% | Unchanged |
| Mayfair Advisory Group, LLC | 684 | $385.2K | 0.15% | −42−5.8% | Reduced |
| Financial & Tax Architects, LLC | 676 | $385.9K | 0.09% | +50+8.0% | Added |
| Castle Rock Wealth Management, LLC | 695 | $386.5K | 0.08% | +19+2.8% | Added |
| Gilman Hill Asset Management, LLC | 678 | $387.1K | 0.06% | +76+12.6% | Added |
| CCG Wealth Management, LLC | 679 | $387.6K | 0.17% | +224+49.2% | Added |
| Causey Wealth LLC | 679 | $387.6K | 0.18% | +256+60.5% | Added |
| Woodstock Corp | 680 | $388.2K | 0.03% | +3+0.4% | Added |
| Townsend Asset Management Corp | 680 | $388.2K | 0.14% | +10+1.5% | Added |
| Coppell Advisory Solutions LLC | 673 | $388.6K | 0.04% | +169+33.5% | Added |
| CNB Bank | 681 | $388.8K | 0.16% | −68−9.1% | Reduced |
| Golden State Wealth Management, LLC | 684 | $390.9K | 0.04% | −40−5.5% | Reduced |
| Amplius Wealth Advisors, LLC | 686 | $391.6K | 0.03% | −124−15.3% | Reduced |
| Burr Financial Services, LLC | 688 | $392.8K | 0.29% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 689 | $393.3K | 0.20% | +6+0.9% | Added |
| Farringdon Capital, Ltd. | 690 | $393.9K | 0.10% | −3,160−82.1% | Reduced |
| Alpha Zero LLC | 690 | $393.9K | 0.22% | −54−7.3% | Reduced |
| Tennessee Valley Asset Management Partners | 691 | $394.4K | 0.05% | +13+1.9% | Added |
| Godsey & Gibb Associates | 691 | $394.5K | 0.04% | −20−2.8% | Reduced |
| Thompson David Blair | 692 | $395.0K | 0.23% | +692 | New |
| Benchmark Financial Wealth Advisors, LLC | 695 | $397.0K | 0.11% | −15−2.1% | Reduced |
| Garden State Investment Advisory Services LLC | 696 | $398.0K | 0.09% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 697 | $398.0K | 0.01% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 698 | $398.5K | 0.13% | +137+24.4% | Added |
| Norway Savings Bank | 699 | $399.0K | 0.18% | −5−0.7% | Reduced |
| DecisionMap Wealth Management, LLC | 700 | $399.6K | 0.25% | −56−7.4% | Reduced |
| Legacy Wealth Partners, LLC | 700 | $399.6K | 0.10% | +700 | New |
| GuidedMoney, LLC | 700 | $399.6K | 0.21% | +700 | New |
| SageGuard Financial Group, LLC | 701 | $400.3K | 0.06% | +701 | New |
| Titleist Asset Management, LLC | 705 | $402.2K | 0.03% | +194+38.0% | Added |
| COFG Advisors, LLC | 706 | $403.0K | 0.10% | +706 | New |
| Storgate, LLC | 706 | $403.0K | 0.33% | +706 | New |
| J. Derek Lewis & Associates Inc. | 707 | $403.4K | 0.09% | +707 | New |
| LVM Capital Management Ltd | 710 | $405.0K | 0.04% | 00.0% | Unchanged |
| Polymer Capital Management (US) LLC | 710 | $405.3K | 0.05% | −530−42.7% | Reduced |
| Trinity Financial Advisors LLC | 711 | $405.8K | 0.11% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 712 | $406.5K | 0.01% | −215−23.2% | Reduced |
| MBM Wealth Consultants, LLC | 712 | $406.5K | 0.10% | −7−1.0% | Reduced |
| AGH Wealth Advisors, LLC | 713 | $407.1K | 0.31% | −184−20.5% | Reduced |
| West Michigan Advisors, LLC | 714 | $407.6K | 0.09% | +34+5.0% | Added |
| Stonekeep Investments, LLC | 717 | $409.0K | 0.26% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 717 | $409.3K | 0.05% | −10−1.4% | Reduced |
| Xcel Wealth Management, LLC | 719 | $410.5K | 0.11% | 00.0% | Unchanged |
| GSG Advisors LLC | 720 | $411.0K | 0.11% | −3−0.4% | Reduced |
| HORAN Wealth, LLC | 720 | $411.0K | 0.06% | −9−1.2% | Reduced |
| Quilter Plc | 720 | $411.0K | 0.01% | 00.0% | Unchanged |
| Secure Asset Management, LLC | 723 | $413.0K | 0.07% | −93−11.4% | Reduced |
| Tower View Investment Management & Research LLC | 724 | $413.2K | 0.20% | +20+2.8% | Added |
| Adirondack Trust Co | 724 | $413.3K | 0.14% | +31+4.5% | Added |
| Caerus Investment Advisors, LLC | 724 | $413.3K | 0.14% | −642−47.0% | Reduced |
| Tiemann Investment Advisors, LLC | 724 | $413.3K | 0.16% | −110−13.2% | Reduced |
| a16z Perennial Management, L.P. | 724 | $413.3K | 0.03% | +30+4.3% | Added |
| HHM Wealth Advisors, LLC | 724 | $413.5K | 0.05% | −64−8.1% | Reduced |
| GFS Advisors, LLC | 725 | $413.9K | 0.05% | +725 | New |
| KKM Financial LLC | 726 | $414.5K | 0.07% | 00.0% | Unchanged |
| Berkeley Capital Partners, LLC | 726 | $414.5K | 0.10% | +2+0.3% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 727 | $415.0K | 0.08% | +11+1.5% | Added |
| Elevatus Welath Management | 728 | $415.3K | 0.11% | +3+0.4% | Added |
| Berkshire Money Management, Inc. | 729 | $416.2K | 0.04% | +729 | New |
| Z3 Capital Partners, LLC | 730 | $416.7K | 0.10% | +730 | New |
| Braun-Bostich & Associates Inc. | 734 | $419.0K | 0.26% | −35−4.6% | Reduced |
| Sofos Investments, Inc. | 734 | $419.0K | 0.08% | 00.0% | Unchanged |
| Acima Private Wealth, LLC | 734 | $419.0K | 0.13% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 735 | $419.4K | 0.08% | +230+45.5% | Added |
| LifeWealth Investments, LLC | 736 | $420.2K | 0.13% | −1,050−58.8% | Reduced |
| Riverview Capital Advisers, LLC | 737 | $420.7K | 0.13% | −12−1.6% | Reduced |
| Planning Alternatives Ltd | 739 | $421.9K | 0.05% | +246+49.9% | Added |
| Baldwin Brothers Inc | 741 | $423.0K | 0.03% | −25−3.3% | Reduced |
| Level Wealth Management LLC | 741 | $423.0K | 0.22% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 741 | $423.1K | 0.03% | +1+0.1% | Added |
| Emerald Advisors, LLC | 742 | $423.3K | 0.06% | +32+4.5% | Added |
| Pathfinder Wealth Consulting, Inc. | 742 | $423.8K | 0.27% | +742 | New |
| Excelsior Advisor Network LLC | 743 | $424.2K | 0.21% | +743 | New |
| Riversedge Advisors, LLC | 743 | $424.4K | 0.07% | −290−28.1% | Reduced |
| Artemis Wealth Advisors, LLC | 748 | $427.0K | 0.07% | +304+68.5% | Added |
| Merrion Investment Management Co, LLC | 750 | $428.2K | 0.23% | 00.0% | Unchanged |
| Wellington-Altus USA Inc. | 750 | $428.2K | 0.32% | +750 | New |
| RAM Investment Partners, LLC | 752 | $429.3K | 0.08% | −420−35.8% | Reduced |
| Panoramic Capital Partners, LLC | 752 | $429.3K | 0.26% | −23−3.0% | Reduced |
| Index Technologies Group LLC | 753 | $429.9K | 0.45% | +753 | New |
| Capital Investment Management, Inc. | 753 | $429.9K | 0.15% | +753 | New |
| GoalVest Advisory LLC | 758 | $432.8K | 0.08% | +45+6.3% | Added |
| Financial Advisory Corp | 758 | $433.0K | 0.11% | +135+21.7% | Added |
| LeConte Wealth Management, LLC | 760 | $433.9K | 0.28% | −2−0.3% | Reduced |
| Hartford Financial Management Inc. | 761 | $434.4K | 0.11% | −10−1.3% | Reduced |
| Code Waechter LLC | 762 | $435.0K | 0.28% | −3−0.4% | Reduced |
| National Philanthropic Trust | 762 | $435.0K | 0.00% | +214+39.1% | Added |
| Ponta Wealth Partners, LLC | 762 | $435.0K | 0.41% | +762 | New |
| Alta Wealth Advisors LLC | 762 | $435.0K | 0.15% | +222+41.1% | Added |
| Breakthru Advisory Services, LLC | 764 | $436.2K | 0.28% | +21+2.8% | Added |
| Warwick Investment Management, Inc. | 767 | $437.9K | 0.07% | −8−1.0% | Reduced |
| Colonial River Wealth Management, LLC | 768 | $438.4K | 0.16% | +163+26.9% | Added |
| Cherrydale Wealth Management, LLC | 769 | $439.3K | 0.13% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 771 | $440.1K | 0.12% | −69−8.2% | Reduced |
| Independent Wealth Network Inc. | 772 | $440.7K | 0.13% | +21+2.8% | Added |
| Fortress Wealth Group, LLC | 819 | $441.5K | 0.17% | −29−3.4% | Reduced |
| Bernard Wealth Management Corp. | 776 | $443.0K | 0.18% | −200−20.5% | Reduced |
| Integrated Capital Management, LLC | 780 | $445.1K | 0.19% | −9−1.1% | Reduced |
| Capstone Financial Advisors, Inc. | 781 | $445.9K | 0.02% | −27−3.3% | Reduced |