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 |
|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | 8,288 | $4.73M | 0.05% | +372+4.7% | Added |
| Rehmann Capital Advisory Group | 8,281 | $4.73M | 0.25% | +69+0.8% | Added |
| Advocate Group LLC | 8,267 | $4.72M | 0.76% | −181−2.1% | Reduced |
| AXS Investments LLC | 8,252 | $4.71M | 1.62% | +267+3.3% | Added |
| Sciencast Management LP | 8,205 | $4.68M | 0.65% | +8,205 | New |
| Unisphere Establishment | 8,200 | $4.68M | 0.03% | +8,200 | New |
| Nitor Capital Management LLC | 8,200 | $4.68M | 4.16% | +8,200 | New |
| Concentric Capital Strategies, LP | 8,194 | $4.68M | 0.24% | +8,194 | New |
| Coastal Bridge Advisors, LLC | 8,186 | $4.67M | 0.35% | +79+1.0% | Added |
| Moors & Cabot, Inc. | 8,164 | $4.66M | 0.20% | +85+1.1% | Added |
| Orser Capital Management, LLC | 8,149 | $4.65M | 2.78% | −155−1.9% | Reduced |
| SBI Securities Co., Ltd. | 8,138 | $4.65M | 0.12% | −63−0.8% | Reduced |
| Capital Asset Advisory Services LLC | 7,963 | $4.62M | 0.19% | +340+4.5% | Added |
| Banco de Sabadell, S.A | 8,083 | $4.62M | 3.01% | −130−1.6% | Reduced |
| Tyche Wealth Partners LLC | 8,085 | $4.62M | 0.73% | +902+12.6% | Added |
| Natural Investments, LLC | 8,067 | $4.61M | 1.15% | −2,395−22.9% | Reduced |
| Monetary Management Group Inc | 8,050 | $4.60M | 1.06% | −65−0.8% | Reduced |
| Schmidt P J Investment Management Inc | 8,042 | $4.59M | 0.75% | −175−2.1% | Reduced |
| SG Trading Solutions, LLC | 8,027 | $4.58M | 1.06% | +8,027 | New |
| Cadent Capital Advisors, LLC | 8,025 | $4.58M | 1.21% | −80−1.0% | Reduced |
| Intrust Bank NA | 8,017 | $4.58M | 0.38% | −10.0% | Reduced |
| BOK Financial Private Wealth, Inc. | 8,010 | $4.57M | 0.28% | −39−0.5% | Reduced |
| Pictet Bank & Trust Ltd | 8,000 | $4.57M | 5.48% | 00.0% | Unchanged |
| Mirova | 7,977 | $4.55M | 0.66% | −948−10.6% | Reduced |
| Harvey Capital Management Inc | 7,945 | $4.54M | 0.97% | 00.0% | Unchanged |
| Cove Private Wealth, LLC | 7,928 | $4.53M | 1.35% | +54+0.7% | Added |
| Inspirion Wealth Advisors, LLC | 7,908 | $4.51M | 0.55% | −1,012−11.3% | Reduced |
| Flagship Harbor Advisors, LLC | 7,894 | $4.51M | 0.21% | −1,296−14.1% | Reduced |
| Citizens & Northern Corp | 7,877 | $4.50M | 1.11% | −299−3.7% | Reduced |
| San Luis Wealth Advisors LLC | 7,872 | $4.49M | 0.75% | +41+0.5% | Added |
| New Millennium Group LLC | 7,870 | $4.49M | 1.94% | +3,207+68.8% | Added |
| Independence Bank of Kentucky | 7,861 | $4.49M | 0.56% | +53+0.7% | Added |
| Angeles Wealth Management, LLC | 7,852 | $4.48M | 0.25% | +947+13.7% | Added |
| Bahl & Gaynor Inc | 7,851 | $4.48M | 0.02% | −15−0.2% | Reduced |
| Cigna Investments Inc | 7,842 | $4.48M | 0.65% | −177−2.2% | Reduced |
| CSM Advisors, LLC | 7,826 | $4.47M | 0.12% | +1,332+20.5% | Added |
| Keebeck Wealth Management, LLC | 7,800 | $4.45M | 0.51% | −3,245−29.4% | Reduced |
| United Bank | 7,787 | $4.45M | 1.51% | +135+1.8% | Added |
| Elite Wealth Management, Inc. | 7,761 | $4.43M | 1.21% | −297−3.7% | Reduced |
| Klingman & Associates, LLC | 7,732 | $4.41M | 0.21% | +133+1.8% | Added |
| First Bank & Trust | 7,722 | $4.41M | 0.72% | −132−1.7% | Reduced |
| Peak Asset Management, LLC | 7,696 | $4.39M | 0.75% | −10−0.1% | Reduced |
| Checchi Capital Advisers, LLC | 7,681 | $4.38M | 0.30% | −274−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 7,679 | $4.38M | 0.13% | −166−2.1% | Reduced |
| Garrett Investment Advisors LLC | 7,673 | $4.38M | 0.35% | −438−5.4% | Reduced |
| Leonteq Securities AG | 7,665 | $4.38M | 0.23% | −1,516−16.5% | Reduced |
| Aventura Private Wealth, LLC | 7,663 | $4.37M | 1.57% | −169−2.2% | Reduced |
| Inkwell Capital LLC | 7,631 | $4.36M | 4.43% | −116−1.5% | Reduced |
| Parkside Financial Bank & Trust | 7,615 | $4.35M | 0.33% | +80+1.1% | Added |
| Pensionfund Sabic | 7,600 | $4.34M | 1.18% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 7,601 | $4.34M | 1.06% | −535−6.6% | Reduced |
| Cullinan Associates Inc | 7,600 | $4.34M | 0.29% | +3,200+72.7% | Added |
| Greenfield Savings Bank | 7,588 | $4.33M | 1.82% | −198−2.5% | Reduced |
| Woodard & Co Asset Management Group Inc | 7,560 | $4.32M | 0.68% | +659+9.5% | Added |
| Westview Management dba Westview Investment Advisors | 7,543 | $4.31M | 2.05% | +7,543 | New |
| Zweig-DiMenna Associates LLC | 7,450 | $4.25M | 0.30% | 00.0% | Unchanged |
| Kampmann Melissa S. | 8,053 | $4.25M | 3.14% | −20−0.2% | Reduced |
| MV Capital Management, Inc. | 7,436 | $4.25M | 0.41% | +133+1.8% | Added |
| Kingswood Wealth Advisors, LLC | 7,425 | $4.24M | 0.20% | +882+13.5% | Added |
| Circle Wealth Management, LLC | 7,392 | $4.22M | 0.07% | +94+1.3% | Added |
| Mathes Company, Inc. | 7,379 | $4.21M | 1.50% | −985−11.8% | Reduced |
| Morse Asset Management, Inc | 7,364 | $4.20M | 0.84% | −973−11.7% | Reduced |
| Grove Bank & Trust | 7,363 | $4.20M | 0.47% | −2,408−24.6% | Reduced |
| Cohen Capital Management, Inc. | 7,346 | $4.19M | 0.63% | 00.0% | Unchanged |
| Spinnaker Trust | 7,306 | $4.17M | 0.22% | +133+1.9% | Added |
| Houlihan Financial Resource Group, Ltd. | 7,425 | $4.14M | 1.57% | +4,114+124.3% | Added |
| Simplicity Wealth,LLC | 7,214 | $4.12M | 0.25% | −656−8.3% | Reduced |
| Channing Global Advisors, LLC | 7,209 | $4.12M | 2.63% | −9−0.1% | Reduced |
| Blue Edge Capital, LLC | 7,197 | $4.11M | 0.55% | +111+1.6% | Added |
| Tranquility Partners, LLC | 7,175 | $4.10M | 1.48% | −1,183−14.2% | Reduced |
| Symphony Financial, Ltd. Co. | 7,095 | $4.09M | 0.55% | −2,403−25.3% | Reduced |
| Howland Capital Management LLC | 7,162 | $4.09M | 0.16% | −103−1.4% | Reduced |
| Fairfield Financial Advisors, LTD | 7,158 | $4.09M | 1.33% | +13+0.2% | Added |
| Prospect Hill Management, LLC | 7,150 | $4.08M | 1.65% | 00.0% | Unchanged |
| Commonwealth Retirement Investments LLC | 7,134 | $4.07M | 1.31% | +458+6.9% | Added |
| Prosperitas Financial LLC | 7,110 | $4.06M | 1.58% | +397+5.9% | Added |
| Segment Wealth Management, LLC | 7,108 | $4.06M | 0.24% | +423+6.3% | Added |
| Sawyer & Company, Inc | 7,105 | $4.06M | 1.44% | −19−0.3% | Reduced |
| Chicago Trust Co NA | 7,100 | $4.05M | 0.63% | −605−7.9% | Reduced |
| Personal Cfo Solutions, LLC | 7,099 | $4.05M | 0.64% | −111−1.5% | Reduced |
| Okabena Investment Services Inc | 7,094 | $4.05M | 0.77% | +43+0.6% | Added |
| Jacobi Capital Management LLC | 7,091 | $4.05M | 0.23% | −141−1.9% | Reduced |
| Ceera Investments, LLC | 7,070 | $4.04M | 1.56% | −525−6.9% | Reduced |
| MidFirst Bank | 9,384 | $4.03M | 0.32% | +9,384 | New |
| Smithfield Trust Co | 7,066 | $4.03M | 0.18% | +28+0.4% | Added |
| Harold Davidson & Associates Inc. | 7,057 | $4.03M | 1.78% | −21−0.3% | Reduced |
| Little House Capital LLC | 7,042 | $4.02M | 1.01% | −3,972−36.1% | Reduced |
| Argonautica Private Wealth Management, Inc | 7,028 | $4.01M | 1.18% | +5,424+338.2% | Added |
| Avestar Capital, LLC | 7,018 | $4.01M | 0.28% | +711+11.3% | Added |
| Viking Fund Management LLC | 7,000 | $4.00M | 0.46% | 00.0% | Unchanged |
| Papamarkou Wellner Asset Management inc. | 6,979 | $3.98M | 2.39% | −71−1.0% | Reduced |
| Modus Advisors, LLC | 6,967 | $3.98M | 1.05% | +322+4.8% | Added |
| Hazlett, Burt & Watson, Inc. | 6,954 | $3.97M | 1.27% | −82−1.2% | Reduced |
| Bluedoor Private Wealth, LLC | 6,952 | $3.97M | 1.83% | +6,952 | New |
| Ronald Blue Trust, Inc. | 6,936 | $3.96M | 0.04% | −101−1.4% | Reduced |
| Camden Capital, LLC | 6,897 | $3.94M | 0.25% | +483+7.5% | Added |
| Agate Pass Investment Management, LLC | 6,883 | $3.93M | 1.46% | +198+3.0% | Added |
| Group One Trading, L.P. | 6,873 | $3.92M | 0.12% | −2,259−24.7% | Reduced |
| Naviter Wealth, LLC | 6,859 | $3.92M | 0.51% | −1,402−17.0% | Reduced |
| Analyst IMS Investment Management Services Ltd. | 6,847 | $3.91M | 0.11% | −2,975−30.3% | Reduced |