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 |
|---|---|---|---|---|---|
| Whitener Capital Management, Inc. | 2,385 | $1.36M | 0.31% | 00.0% | Unchanged |
| Clifford Swan Investment Counsel LLC | 2,384 | $1.36M | 0.05% | −8−0.3% | Reduced |
| Private Advisory Group LLC | 2,382 | $1.36M | 0.11% | +1,171+96.7% | Added |
| Provident Trust Co | 2,380 | $1.36M | 0.02% | 00.0% | Unchanged |
| Anchyra Partners LLC | 2,380 | $1.36M | 0.42% | +2,380 | New |
| Sheets Smith Wealth Management | 2,374 | $1.36M | 0.15% | −854−26.5% | Reduced |
| Principal Street Partners, LLC | 2,372 | $1.35M | 0.23% | −229−8.8% | Reduced |
| Castleview Partners, LLC | 2,369 | $1.35M | 0.67% | +97+4.3% | Added |
| Trustmark National Bank Trust Department | 2,360 | $1.35M | 0.09% | +65+2.8% | Added |
| Cascade Financial Partners, LLC | 2,356 | $1.34M | 0.14% | 00.0% | Unchanged |
| Ethos Capital Management, Inc. | 2,352 | $1.34M | 1.27% | +2,352 | New |
| Tred Avon Family Wealth, LLC | 2,352 | $1.34M | 0.44% | −4−0.2% | Reduced |
| Core Wealth Partners LLC | 2,342 | $1.34M | 0.60% | +64+2.8% | Added |
| Legacy Capital Wealth Partners, LLC | 2,338 | $1.33M | 0.29% | +137+6.2% | Added |
| Detalus Advisors, LLC | 2,337 | $1.33M | 0.33% | −31−1.3% | Reduced |
| Crawford Investment Counsel Inc | 2,334 | $1.33M | 0.02% | +124+5.6% | Added |
| Guardian Wealth Advisors, LLC | 2,329 | $1.33M | 0.08% | −73−3.0% | Reduced |
| Marble Wealth, LLC | 2,327 | $1.33M | 0.18% | +2,327 | New |
| Cassia Capital Partners, LLC | 2,321 | $1.33M | 0.72% | −50−2.1% | Reduced |
| BNC Wealth Management, LLC | 2,319 | $1.32M | 0.34% | −329−12.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,309 | $1.32M | 0.58% | +1,991+626.1% | Added |
| Schnieders Capital Management, LLC. | 2,308 | $1.32M | 0.21% | −240−9.4% | Reduced |
| Impact Capital Partners LLC | 2,307 | $1.32M | 0.39% | −18−0.8% | Reduced |
| Strong Retirement Solutions LLC | 2,307 | $1.32M | 0.89% | +2,307 | New |
| My Purposeful Wealth Corp. | 2,305 | $1.32M | 0.34% | +91+4.1% | Added |
| Amussen Hunsaker Associates LLC | 2,299 | $1.31M | 0.13% | −302−11.6% | Reduced |
| Family Legacy, Inc. | 2,293 | $1.31M | 0.39% | −10−0.4% | Reduced |
| Mendel Money Management | 2,269 | $1.30M | 0.54% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 2,466 | $1.29M | 0.25% | −5−0.2% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 2,252 | $1.29M | 0.32% | +65+3.0% | Added |
| Challenger Wealth Management | 2,249 | $1.28M | 0.98% | −3−0.1% | Reduced |
| Blalock Williams, LLC | 2,248 | $1.28M | 1.03% | +128+6.0% | Added |
| LRI Investments, LLC | 2,246 | $1.28M | 0.10% | −28−1.2% | Reduced |
| MWA Asset Management | 2,241 | $1.28M | 0.71% | −140−5.9% | Reduced |
| Impact Investors, Inc | 2,235 | $1.28M | 0.88% | −690−23.6% | Reduced |
| VisionPoint Advisory Group, LLC | 2,232 | $1.27M | 0.25% | −219−8.9% | Reduced |
| Global Assets Advisory, LLC | 2,231 | $1.27M | 0.36% | −294−11.6% | Reduced |
| Heritage Family Offices, LLP | 2,226 | $1.27M | 0.58% | −1,944−46.6% | Reduced |
| Field & Main Bank | 2,225 | $1.27M | 0.37% | +85+4.0% | Added |
| SeaCrest Wealth Management, LLC | 2,190 | $1.27M | 0.13% | −100−4.4% | Reduced |
| Scissortail Wealth Management, LLC | 2,220 | $1.27M | 0.29% | 00.0% | Unchanged |
| Enhancing Capital LLC | 2,215 | $1.26M | 0.90% | −10.0% | Reduced |
| Quest Partners LLC | 2,210 | $1.26M | 0.07% | +2,199+19,990.9% | Added |
| Arbor Capital Management Inc | 2,176 | $1.26M | 1.06% | −213−8.9% | Reduced |
| Sunbeam Capital Management, LLC | 2,206 | $1.26M | 0.75% | +22+1.0% | Added |
| Demars Financial Group, LLC | 2,206 | $1.26M | 0.42% | −2−0.1% | Reduced |
| Jacobsen Capital Management | 2,206 | $1.26M | 0.41% | −41−1.8% | Reduced |
| SP Asset Management LLC | 2,205 | $1.26M | 0.10% | +3+0.1% | Added |
| Monetta Financial Services Inc | 2,200 | $1.26M | 0.90% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 2,200 | $1.26M | 0.29% | +2,200 | New |
| Chung Wu Investment Group, LLC | 2,190 | $1.25M | 1.02% | −30−1.4% | Reduced |
| One River Asset Management, LLC | 2,188 | $1.25M | 1.11% | +1,406+179.8% | Added |
| SkyView Investment Advisors, LLC | 2,186 | $1.25M | 0.16% | −57−2.5% | Reduced |
| Root Financial Partners, LLC | 2,183 | $1.25M | 0.06% | +166+8.2% | Added |
| Wellspring Financial Advisors, LLC | 2,178 | $1.24M | 0.10% | +664+43.9% | Added |
| FSM Wealth Advisors, LLC | 2,176 | $1.24M | 0.17% | +160+7.9% | Added |
| Reliant Investment Partners, LLC | 2,175 | $1.24M | 0.97% | −2−0.1% | Reduced |
| Souders Financial Advisors | 2,160 | $1.23M | 0.14% | +128+6.3% | Added |
| Atlas Brown,Inc. | 2,159 | $1.23M | 0.37% | −5−0.2% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 2,132 | $1.23M | 0.07% | +2,132 | New |
| Sentry Investment Management LLC | 2,158 | $1.23M | 0.81% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 2,155 | $1.23M | 0.05% | +18+0.8% | Added |
| KC Investment Advisors, LLC | 2,155 | $1.23M | 0.30% | −37−1.7% | Reduced |
| First Commonwealth Financial Corp | 2,150 | $1.23M | 0.20% | +131+6.5% | Added |
| Evergreen Wealth Solutions, LLC | 2,143 | $1.22M | 0.17% | +4+0.2% | Added |
| Elyxium Wealth, LLC | 2,142 | $1.22M | 0.34% | +5+0.2% | Added |
| Florida Financial Advisors, LLC | 2,145 | $1.22M | 0.33% | −266−11.0% | Reduced |
| St Germain D J Co Inc | 2,139 | $1.22M | 0.05% | −140−6.1% | Reduced |
| First Western Trust Bank | 2,137 | $1.22M | 0.06% | −11−0.5% | Reduced |
| SevenBridge Financial Group, LLC | 2,313 | $1.22M | 0.20% | 00.0% | Unchanged |
| Cantor Fitzgerald Investment Adviser L.P. | 2,128 | $1.21M | 0.09% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 2,124 | $1.21M | 0.25% | +303+16.6% | Added |
| Foster Group, Inc. | 2,114 | $1.21M | 0.04% | +478+29.2% | Added |
| Wallace Advisory Group, LLC | 2,101 | $1.20M | 1.26% | −889−29.7% | Reduced |
| Caption Management, LLC | 2,100 | $1.20M | 0.05% | +2,100 | New |
| Solstein Capital, LLC | 2,096 | $1.20M | 0.48% | 00.0% | Unchanged |
| Rydar Equities, Inc. | 2,090 | $1.19M | 0.93% | +3+0.1% | Added |
| One Wealth Capital Management, LLC | 2,090 | $1.19M | 0.51% | −165−7.3% | Reduced |
| Financial Management Network Inc | 2,117 | $1.19M | 0.19% | −180−7.8% | Reduced |
| Manhattan West Asset Management, LLC | 2,085 | $1.19M | 0.24% | −90−4.1% | Reduced |
| Maren Capital LLC | 2,085 | $1.19M | 0.06% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 2,080 | $1.19M | 0.39% | +189+10.0% | Added |
| Northcape Wealth Management, LLC | 2,079 | $1.19M | 0.34% | −10.0% | Reduced |
| D.B. Root & Company, LLC | 2,070 | $1.18M | 0.29% | −150−6.8% | Reduced |
| Lee Financial Co | 2,069 | $1.18M | 0.16% | −189−8.4% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,067 | $1.18M | 0.11% | −332−13.8% | Reduced |
| Atwater Malick LLC | 2,066 | $1.18M | 0.33% | −8−0.4% | Reduced |
| True North Advisors, LLC | 2,056 | $1.17M | 0.15% | +58+2.9% | Added |
| SHP Wealth Management | 2,049 | $1.17M | 0.09% | +2,049 | New |
| Alpha Family Trust | 2,050 | $1.17M | 0.53% | 00.0% | Unchanged |
| Forza Wealth Management, LLC | 2,050 | $1.17M | 0.42% | +112+5.8% | Added |
| Wealth Management Associates, Inc. | 2,050 | $1.17M | 0.41% | 00.0% | Unchanged |
| Up Strategic Wealth Investment Advisors LLC | 2,129 | $1.17M | 0.85% | +10+0.5% | Added |
| AssuredPartners Investment Advisors, LLC | 2,045 | $1.17M | 0.17% | +1,527+294.8% | Added |
| PCB Capital LLC | 2,042 | $1.17M | 1.87% | +2,042 | New |
| MBL Wealth, LLC | 2,039 | $1.16M | 0.09% | +149+7.9% | Added |
| Drucker Wealth 3.0, LLC | 2,029 | $1.16M | 0.20% | −169−7.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 2,027 | $1.16M | 0.23% | +34+1.7% | Added |
| AlphaGrep UK Ltd | 2,027 | $1.16M | 0.39% | +2,027 | New |
| Stiles Financial Services Inc | 2,023 | $1.15M | 0.36% | −48−2.3% | Reduced |