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 |
|---|---|---|---|---|---|
| Guardian Capital, LLC | 3,171 | $1.81M | 1.62% | +3,171 | New |
| CoreCap Advisors, LLC | 3,162 | $1.81M | 0.06% | +56+1.8% | Added |
| Joel Isaacson & Co., LLC | 3,156 | $1.80M | 0.06% | +1,160+58.1% | Added |
| Machina Capital S.A.S. | 3,156 | $1.80M | 0.34% | +3,156 | New |
| Winch Advisory Services, LLC | 3,151 | $1.80M | 0.40% | −68−2.1% | Reduced |
| Robertson Stephens Wealth Management, LLC | 3,150 | $1.80M | 0.05% | −201−6.0% | Reduced |
| Stokes Family Office, LLC | 3,145 | $1.80M | 0.16% | +1,031+48.8% | Added |
| First National Bank Sioux Falls | 3,143 | $1.79M | 0.54% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 3,143 | $1.79M | 0.41% | +2,342+292.4% | Added |
| LBMC Investment Advisors, LLC | 3,141 | $1.79M | 0.11% | 00.0% | Unchanged |
| Capital Counsel LLC | 3,138 | $1.79M | 0.07% | 00.0% | Unchanged |
| Modern Wealth Management, LLC | 3,125 | $1.78M | 0.03% | +138+4.6% | Added |
| Pitcairn Wealth Advisors LLC | 3,122 | $1.78M | 0.16% | +3,122 | New |
| Hamilton Capital, LLC | 3,115 | $1.78M | 0.09% | +3,115 | New |
| Heritage Trust Co | 3,103 | $1.77M | 0.18% | −213−6.4% | Reduced |
| Trust Investment Advisors | 3,101 | $1.77M | 0.94% | +101+3.4% | Added |
| Ratan Capital Management LP | 3,100 | $1.77M | 0.49% | 00.0% | Unchanged |
| Galaxy Digital Capital Management GP LLC | 3,085 | $1.76M | 2.22% | −1,800−36.8% | Reduced |
| Professional Financial Advisors, LLC | 3,076 | $1.76M | 0.36% | +2,582+522.7% | Added |
| Lebenthal Global Advisors, LLC | 3,070 | $1.75M | 0.27% | +419+15.8% | Added |
| Whalen Wealth Management Inc. | 3,060 | $1.75M | 0.94% | +2,216+262.6% | Added |
| Pacific Point Advisors, LLC | 3,058 | $1.75M | 0.93% | −8−0.3% | Reduced |
| Advisory Alpha, LLC | 3,051 | $1.74M | 0.05% | +671+28.2% | Added |
| BLB&B Advisors, LLC | 3,050 | $1.74M | 0.07% | −521−14.6% | Reduced |
| Cornercap Investment Counsel Inc | 3,048 | $1.74M | 0.86% | −30−1.0% | Reduced |
| Cross Staff Investments Inc | 3,047 | $1.74M | 1.07% | −87−2.8% | Reduced |
| Advisory Resource Group | 3,037 | $1.73M | 0.30% | +520+20.7% | Added |
| Koa Wealth Management, LLC | 3,036 | $1.73M | 1.19% | +67+2.3% | Added |
| MMBG Investment Advisors Co. | 3,030 | $1.73M | 0.15% | 00.0% | Unchanged |
| Krilogy Financial LLC | 3,279 | $1.73M | 0.06% | +890+37.3% | Added |
| Platform Technology Partners | 3,026 | $1.73M | 0.37% | −58−1.9% | Reduced |
| Everpar Advisors LLC | 3,021 | $1.72M | 0.64% | −30−1.0% | Reduced |
| Private Capital Management, LLC | 3,016 | $1.72M | 0.16% | +150+5.2% | Added |
| Winthrop Advisory Group LLC | 3,039 | $1.72M | 0.15% | −14−0.5% | Reduced |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | 3,000 | $1.71M | 0.83% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 2,999 | $1.71M | 0.32% | +66+2.3% | Added |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 2,996 | $1.71M | 1.31% | +2,996 | New |
| Prudent Man Advisors, LLC | 2,993 | $1.71M | 0.62% | −80−2.6% | Reduced |
| Compton Wealth Advisory Group, LLC | 2,991 | $1.71M | 0.37% | +100+3.5% | Added |
| Aspen Grove Capital, LLC | 2,989 | $1.71M | 0.30% | +2+0.1% | Added |
| Rothschild Investment LLC | 2,989 | $1.71M | 0.09% | +135+4.7% | Added |
| Lifestyle Asset Management, Inc. | 2,986 | $1.70M | 0.55% | +310+11.6% | Added |
| Darden Wealth Group Inc | 2,977 | $1.70M | 0.82% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 2,971 | $1.70M | 0.35% | +62+2.1% | Added |
| Wiregrass Investment Management LLC | 2,971 | $1.70M | 1.42% | +2,971 | New |
| James J. Burns & Company, LLC | 2,967 | $1.69M | 0.23% | +375+14.5% | Added |
| Biltmore Family Office, LLC | 2,962 | $1.69M | 0.23% | +118+4.1% | Added |
| Evernest Financial Advisors, LLC | 3,156 | $1.69M | 0.35% | −446−12.4% | Reduced |
| Hutchens & Kramer Investment Management Group, LLC | 2,956 | $1.69M | 0.58% | −8−0.3% | Reduced |
| Third View Private Wealth, LLC | 2,954 | $1.69M | 0.23% | +2,954 | New |
| Legacy Advisors, LLC | 2,954 | $1.69M | 0.18% | +443+17.6% | Added |
| Ellevest, Inc. | 2,952 | $1.69M | 0.23% | +12+0.4% | Added |
| Generali Investments, Management Co LLC | 2,949 | $1.68M | 0.34% | −803−21.4% | Reduced |
| Western Financial Corp | 2,943 | $1.68M | 0.67% | +32+1.1% | Added |
| Affinity Capital Advisors, LLC | 2,939 | $1.68M | 0.23% | +19+0.7% | Added |
| Buckhead Capital Management LLC | 2,935 | $1.68M | 0.60% | −10−0.3% | Reduced |
| Delta Financial Advisors LLC | 2,932 | $1.67M | 0.44% | +907+44.8% | Added |
| Waterway Wealth Management, LLC | 2,929 | $1.67M | 0.38% | −380−11.5% | Reduced |
| Ocean Capital Management, LLC | 2,916 | $1.66M | 0.33% | −104−3.4% | Reduced |
| Pacifica Partners Inc. | 2,939 | $1.65M | 0.74% | −13−0.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 2,884 | $1.65M | 0.28% | +194+7.2% | Added |
| Childress Capital Advisors, LLC | 2,875 | $1.64M | 0.26% | −108−3.6% | Reduced |
| Legacy Edge Advisors, LLC | 2,875 | $1.64M | 0.18% | −2−0.1% | Reduced |
| GKV Capital Management Co., Inc. | 2,875 | $1.64M | 0.61% | 00.0% | Unchanged |
| Newman Dignan & Sheerar, Inc. | 2,873 | $1.64M | 0.34% | +17+0.6% | Added |
| Nikulski Financial, Inc. | 2,869 | $1.64M | 0.39% | −738−20.5% | Reduced |
| Dale Q Rice Investment Management Ltd | 2,862 | $1.63M | 1.17% | 00.0% | Unchanged |
| Prakash Investment Advisors LLC | 2,860 | $1.63M | 1.24% | −75−2.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 2,857 | $1.63M | 0.08% | −67−2.3% | Reduced |
| Cape Investment Advisory, Inc. | 2,855 | $1.63M | 0.50% | −7−0.2% | Reduced |
| KRS Capital Management, LLC | 2,853 | $1.63M | 0.94% | −10.0% | Reduced |
| McDaniel Terry & Co | 2,852 | $1.63M | 0.14% | −1,183−29.3% | Reduced |
| Gilbert & Cook, Inc. | 2,850 | $1.63M | 0.20% | −42−1.5% | Reduced |
| First National Bank of Hutchinson | 2,839 | $1.62M | 0.95% | +15+0.5% | Added |
| IKE Capital, LLC | 2,831 | $1.62M | 1.41% | +2,831 | New |
| Brandywine Oak Private Wealth LLC | 2,822 | $1.61M | 0.14% | 00.0% | Unchanged |
| KCM Investment Advisors LLC | 2,819 | $1.61M | 0.05% | +93+3.4% | Added |
| Verition Fund Management LLC | 2,815 | $1.61M | 0.01% | −65,864−95.9% | Reduced |
| McGuire Capital Advisors Inc | 2,813 | $1.61M | 1.02% | +2,813 | New |
| Providence Wealth Advisors, LLC | 2,794 | $1.61M | 1.00% | +18+0.6% | Added |
| Drive Wealth Management, LLC | 2,812 | $1.60M | 0.31% | +130+4.8% | Added |
| Accretive Wealth Partners, LLC | 2,809 | $1.60M | 0.48% | +12+0.4% | Added |
| Uniting Wealth Partners, LLC | 2,807 | $1.60M | 0.49% | +3+0.1% | Added |
| Nilsine Partners, LLC | 2,806 | $1.60M | 0.14% | +173+6.6% | Added |
| MONECO Advisors, LLC | 2,793 | $1.59M | 0.13% | −3,853−58.0% | Reduced |
| Meridian Wealth Advisors, LLC | 2,787 | $1.59M | 0.22% | −46−1.6% | Reduced |
| Wealth Intelligence, LLC | 2,787 | $1.59M | 0.79% | +2,787 | New |
| HighVista Strategies LLC | 2,784 | $1.59M | 0.41% | −1,421−33.8% | Reduced |
| Versant Capital Management, Inc | 2,781 | $1.59M | 0.20% | −456−14.1% | Reduced |
| Cypress Advisory Group LLC | 2,775 | $1.58M | 1.16% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 2,773 | $1.58M | 0.27% | +2,773 | New |
| Avidian Wealth Solutions, LLC | 2,765 | $1.58M | 0.06% | +59+2.2% | Added |
| Regatta Capital Group, LLC | 2,762 | $1.58M | 0.24% | −4−0.1% | Reduced |
| Marin Bay Wealth Advisors, LLC | 2,762 | $1.58M | 0.90% | +2,762 | New |
| Journey Advisory Group, LLC | 2,753 | $1.57M | 0.13% | −493−15.2% | Reduced |
| MidWestOne Financial Group, Inc. | 2,746 | $1.57M | 0.17% | +259+10.4% | Added |
| Fielder Capital Group LLC | 2,736 | $1.56M | 0.33% | −67−2.4% | Reduced |
| Boreal Capital Management LLC | 2,736 | $1.56M | 1.18% | −5−0.2% | Reduced |
| Basecamp Wealth Advisors LLC | 2,733 | $1.56M | 0.33% | +2,733 | New |
| Advyzon Investment Management, LLC | 2,725 | $1.56M | 0.18% | +735+36.9% | Added |