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 10 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
- +301 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
- 419
- 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 | 3,634 | $396.2B |
| Q1 2026 | 3,634 | $383.8B |
| Q4 2025 | 3,742 | $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 |
|---|---|---|---|---|---|
| Capital Performance Advisors LLP | 2,008 | $1.15M | 0.08% | +349+21.0% | Added |
| Marino, Stram & Associates LLC | 1,999 | $1.14M | 0.21% | +153+8.3% | Added |
| Crusonia Wealth Advisors LLC | 1,993 | $1.14M | 0.25% | +1,993 | New |
| Independence Wealth Advisors, LLC | 1,990 | $1.14M | 0.64% | +1,990 | New |
| Facet Wealth, Inc. | 2,176 | $1.13M | 0.02% | +694+46.8% | Added |
| Werba Rubin Papier Wealth Management | 1,982 | $1.13M | 0.31% | +132+7.1% | Added |
| FFT Wealth Management LLC | 1,981 | $1.13M | 0.22% | −63−3.1% | Reduced |
| Chancellor Financial Group WB LP | 1,977 | $1.13M | 0.77% | +2+0.1% | Added |
| Laurel Oak Wealth Management, LLC | 1,974 | $1.13M | 0.19% | +1,974 | New |
| Berkshire Bank | 1,973 | $1.13M | 0.23% | −10−0.5% | Reduced |
| 17 Capital Partners, LLC | 1,972 | $1.13M | 0.59% | +8+0.4% | Added |
| Shufro Rose & Co LLC | 1,970 | $1.12M | 0.08% | −69−3.4% | Reduced |
| Womack Financial LLC | 1,970 | $1.12M | 0.83% | 00.0% | Unchanged |
| Steinberg Asset Management LLC | 1,966 | $1.12M | 0.83% | 00.0% | Unchanged |
| Monument Capital Management | 1,965 | $1.12M | 0.28% | +13+0.7% | Added |
| Pines Wealth Management, LLC | 1,963 | $1.12M | 0.36% | −61−3.0% | Reduced |
| Burns Matteson Capital Management, LLC | 1,963 | $1.12M | 0.45% | −85−4.2% | Reduced |
| Catalyst Capital Advisors LLC | 1,961 | $1.12M | 0.02% | −108−5.2% | Reduced |
| Salomon & Ludwin, LLC | 1,968 | $1.12M | 0.10% | +128+7.0% | Added |
| Sunflower Bank, N.A. | 1,960 | $1.12M | 0.28% | +135+7.4% | Added |
| Valley Brook Capital Group | 1,958 | $1.12M | 0.74% | +15+0.8% | Added |
| Washington Trust Co | 1,956 | $1.12M | 0.04% | +142+7.8% | Added |
| Terry L. Blaker | 1,948 | $1.11M | 0.04% | −45−2.3% | Reduced |
| Smart Money Group LLC | 1,946 | $1.11M | 0.32% | +71+3.8% | Added |
| Redwood Investment Management, LLC | 1,946 | $1.11M | 0.12% | +128+7.0% | Added |
| Ambassador Advisors, LLC | 1,939 | $1.11M | 0.16% | −63−3.1% | Reduced |
| Aries Wealth Management | 1,939 | $1.11M | 0.25% | +27+1.4% | Added |
| Zhang Financial LLC | 1,939 | $1.11M | 0.04% | −240−11.0% | Reduced |
| New Capital Management LP | 1,933 | $1.10M | 0.28% | 00.0% | Unchanged |
| Fred Alger Management, LLC | 1,931 | $1.10M | 0.00% | −264−12.0% | Reduced |
| Brookwood Investment Group LLC | 1,930 | $1.10M | 0.13% | +964+99.8% | Added |
| J. Team Financial, Inc. | 1,925 | $1.10M | 1.10% | −81−4.0% | Reduced |
| Ritter Daniher Financial Advisory LLC | 1,924 | $1.10M | 0.18% | −170−8.1% | Reduced |
| Northbridge Financial Group, LLC | 1,923 | $1.10M | 0.49% | +1,923 | New |
| Northstar Financial Companies, Inc. | 1,923 | $1.10M | 0.87% | +47+2.5% | Added |
| BankChampaign, National Association | 1,919 | $1.10M | 1.08% | +1,919 | New |
| Hansen & Associates Financial Group, Inc. | 2,027 | $1.10M | 0.60% | +162+8.7% | Added |
| DDFG, Inc | 1,918 | $1.10M | 0.24% | +16+0.8% | Added |
| Fragasso Group Inc. | 1,917 | $1.09M | 0.07% | +79+4.3% | Added |
| Cardinal Point Capital Management, ULC | 1,914 | $1.09M | 0.07% | +16+0.8% | Added |
| Granite Harbor Advisors, Inc. | 1,912 | $1.09M | 0.46% | −54−2.7% | Reduced |
| McAdam, LLC | 1,910 | $1.09M | 0.05% | +59+3.2% | Added |
| Traphagen Investment Advisors LLC | 1,907 | $1.09M | 0.09% | +33+1.8% | Added |
| Perfromance Wealth Partners, LLC | 1,906 | $1.09M | 0.03% | +359+23.2% | Added |
| Wincap Financial LLC | 1,906 | $1.09M | 0.75% | +18+1.0% | Added |
| Peoples Bank | 1,902 | $1.09M | 1.09% | −10−0.5% | Reduced |
| OneAscent Family Office, LLC | 1,902 | $1.09M | 0.74% | +288+17.8% | Added |
| Stonebrook Private Inc. | 1,900 | $1.08M | 0.23% | −62−3.2% | Reduced |
| Indivisible Partners | 1,900 | $1.08M | 0.12% | +1,900 | New |
| FRG Family Wealth Advisors LLC | 1,898 | $1.08M | 0.17% | +29+1.6% | Added |
| Radnor Capital Management, LLC | 1,897 | $1.08M | 0.16% | +85+4.7% | Added |
| OneAscent Financial Services LLC | 1,897 | $1.08M | 0.10% | −688−26.6% | Reduced |
| Johnson & White Wealth Management, LLC | 1,897 | $1.08M | 0.47% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 1,896 | $1.08M | 0.50% | −34−1.8% | Reduced |
| Cambient Family Office, LLC | 1,892 | $1.08M | 0.15% | +1,892 | New |
| Sandbox Financial Partners, LLC | 1,887 | $1.08M | 0.30% | +3+0.2% | Added |
| Griffin Asset Management, Inc. | 1,881 | $1.07M | 0.12% | +1,881 | New |
| Edge Financial Advisors LLC | 939 | $1.07M | 0.45% | −6−0.6% | Reduced |
| Webster Bank, N. A. | 1,876 | $1.07M | 0.10% | +712+61.2% | Added |
| Cassaday & Co Wealth Management LLC | 1,875 | $1.07M | 0.02% | +705+60.3% | Added |
| Vega Investment Solutions | 1,873 | $1.07M | 0.17% | +1,873 | New |
| Howard Wealth Management, LLC | 1,873 | $1.07M | 0.47% | −70−3.6% | Reduced |
| Annex Advisory Services, LLC | 1,871 | $1.07M | 0.02% | +306+19.6% | Added |
| Canal Capital Management, LLC | 1,866 | $1.07M | 0.15% | −10−0.5% | Reduced |
| PAX Financial Group, LLC | 1,863 | $1.06M | 0.18% | −36−1.9% | Reduced |
| Capital Planning Advisors, LLC | 1,863 | $1.06M | 0.14% | −17−0.9% | Reduced |
| Family Management Corp | 1,859 | $1.06M | 0.13% | +536+40.5% | Added |
| Brady Family Wealth, LLC | 1,849 | $1.06M | 0.33% | +89+5.1% | Added |
| Inscription Capital, LLC | 1,848 | $1.05M | 0.11% | −6−0.3% | Reduced |
| Genesis Private Wealth, LLC | 1,846 | $1.05M | 0.33% | −89−4.6% | Reduced |
| Acropolis Investment Management, LLC | 1,843 | $1.05M | 0.05% | −57−3.0% | Reduced |
| Mayar Capital Ltd. | 1,842 | $1.05M | 1.43% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 1,838 | $1.05M | 0.09% | −14,114−88.5% | Reduced |
| Klingenstein Fields & Co LP | 1,830 | $1.04M | 0.04% | 00.0% | Unchanged |
| Birch Financial Group, LLC | 1,823 | $1.04M | 0.59% | +41+2.3% | Added |
| Accredited Investors Inc. | 1,823 | $1.04M | 0.06% | +179+10.9% | Added |
| LCNB Corp | 1,818 | $1.04M | 0.35% | −60−3.2% | Reduced |
| IMA Wealth, Inc. | 1,818 | $1.04M | 0.10% | +21+1.2% | Added |
| Strategic Wealth Partners, Ltd. | 1,817 | $1.04M | 0.07% | +72+4.1% | Added |
| Mosaic Family Wealth Partners, LLC | 1,817 | $1.04M | 0.11% | +23+1.3% | Added |
| E&G Advisors, LP | 1,813 | $1.04M | 0.23% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 1,812 | $1.03M | 0.30% | +65+3.7% | Added |
| D'Orazio & Associates, Inc. | 1,812 | $1.03M | 0.13% | +56+3.2% | Added |
| TritonPoint Partners, LLC | 1,810 | $1.03M | 0.55% | +1,810 | New |
| Investment Research Partners LLC | 1,809 | $1.03M | 0.44% | +67+3.8% | Added |
| Empirical Asset Management, LLC | 1,807 | $1.03M | 0.29% | +328+22.2% | Added |
| Augustine Asset Management Inc | 1,800 | $1.03M | 0.21% | −4−0.2% | Reduced |
| Militia Capital Partners, LP | 1,800 | $1.03M | 0.39% | +1,800 | New |
| Peterson Wealth Management | 1,791 | $1.02M | 0.76% | −7,019−79.7% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 1,791 | $1.02M | 0.21% | +2+0.1% | Added |
| Great Diamond Partners, LLC | 1,786 | $1.02M | 0.20% | −37−2.0% | Reduced |
| Brandywine Managers, LLC | 1,785 | $1.02M | 0.50% | 00.0% | Unchanged |
| Adelphi Trust Co | 1,785 | $1.02M | 0.83% | +1,785 | New |
| Prosperity Financial Group, Inc. | 1,782 | $1.02M | 0.37% | −7−0.4% | Reduced |
| Atticus Wealth Management, LLC | 1,781 | $1.02M | 0.25% | −15−0.8% | Reduced |
| Hayek Kallen Investment Management | 1,775 | $1.01M | 0.32% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 1,774 | $1.01M | 0.42% | −3−0.2% | Reduced |
| J.Safra Asset Management Corp | 1,770 | $1.01M | 0.05% | +122+7.4% | Added |
| Lazari Capital Management, Inc. | 1,768 | $1.01M | 0.34% | −19−1.1% | Reduced |
| Cadinha & Co LLC | 1,767 | $1.01M | 0.16% | −94−5.1% | Reduced |