Stock ownership · SEC 13F · Q4 2025

MASTERCARD INC

Who owns MASTERCARD INC (CUSIP 57636Q104)? A look at the institutions behind it, how tightly they hold it, and the latest quarter's moves.

$218.8M
Reported value
25
Institutions
86%
Top-5 share

The verdict

According to SEC Form 13F-HR filings in this corpus, MASTERCARD INC ranks #65 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 25 institutions report $218.8M as of Q4 2025, with ownership dominated by its top few institutional owners.

25
institutions hold it
$218.8M
reported 13F value
86%
held by top 5
#65
of 775 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

According to SEC Form 13F-HR filings in this corpus, MASTERCARD INC ranks #65 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 57636Q104 · Q4 2025 $219M reported

VALUE-HEAVY · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-QUIET · BOOK-FULL

  • VALUE-HEAVY #65/775
  • HOLDERS-NARROW 25 filers
  • CONC-DOM 86% top-5
  • PHOTO-FINISH OCCIDENTAL PETE
  • ACTIVITY-QUIET 0 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: OCCIDENTAL PETE CORP

Read with: Ownership concentration guide - MASTERCARD INC's top-five holders account for 86% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · MASTERCARD INC

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

EOG RES · near$221MMASTERCARD · this stock$219MOCCIDENTAL PETE · near$218MISHARES TR · near$217MMARATHON PETE · near$215M
Aggregate reported institutional value ($)

MASTERCARD INC vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

25 Top 11% higher than 89% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of MASTERCARD INC
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a MASTERCARD INC position has risen from 21 to 25 over the last 8 quarters of 13F filings.

10203040 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 25
Distinct 13F filers holding MASTERCARD INC, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 J. Stern & Co. LLP 72,597,097 $72.6M 33.2%
2 MARINER INVESTMENT GROUP LLC 100,000 $57.1M 26.1%
3 Pacer Advisors, Inc. 78,478 $44.8M 20.5%
4 GROUPAMA ASSET MANAGMENT 14,018 $8.0M 3.7%
5 Tempo Wealth, LLC 10,712 $6.1M 2.8%
6 Anchor Investment Management, LLC 9,821 $5.6M 2.6%
7 MidFirst Bank 9,384 $4.0M 1.8%
8 Investment Insight Wealth Management, LLC 6,748 $3.9M 1.8%
9 SSA SWISS ADVISORS AG 5,260 $3.0M 1.4%
10 Ketron Financial 4,952 $2.8M 1.3%
11 DGS Capital Management, LLC 4,755 $2.7M 1.2%
12 Cross Staff Investments Inc 3,047 $1.7M 0.8%
13 ARWA LLC 2,487 $1.4M 0.6%
14 Aristides Capital LLC 1,460 $833K 0.4%
15 Astoria Portfolio Advisors LLC. 1,546 $767K 0.4%
16 Banque Transatlantique SA 1,134 $647K 0.3%
17 THRYVE WEALTH MANAGEMENT LLC 1,121 $640K 0.3%
18 Clear Retirement Advice LLC 1,029 $570K 0.3%
19 BDFS Capital LLC 967 $552K 0.3%
20 Anderson Financial Strategies, LLC 564 $322K 0.1%
21 Nolet Wealth Management, LLC 558 $318K 0.1%
22 Bell Investment Advisors, Inc 509 $291K 0.1%
23 TD Capital Management LLC 13 $7K 0.0%
24 SG Trading Solutions, LLC 8,027 $5K 0.0%
25 Strategic Investment Solutions, Inc. /IL 3 $2K 0.0%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among MASTERCARD INC's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
73.6%
Shared-defined discretion (DFND)
26.4%

Latest Quarter Activity · Q4 2025

Frequently Asked Questions

How many institutions hold MASTERCARD INC?▼
MASTERCARD INC is held by 25 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
Where does MASTERCARD INC sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, MASTERCARD INC ranks #65 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
What is the total institutional value of MASTERCARD INC?▼
Institutions report $218.8M of MASTERCARD INC as of Q4 2025.
How concentrated is ownership of MASTERCARD INC?▼
The top five institutional holders account for 86% of the reported institutional value in MASTERCARD INC, making ownership dominated by its top few institutional owners.
Who is the largest institutional holder of MASTERCARD INC?▼
J. Stern & Co. LLP is the largest reported holder of MASTERCARD INC with $72.6M across 72,597,097 shares as of Q4 2025.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for MASTERCARD INC: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($218.8M here).

Similar holder count

Nearest stocks by number of disclosing 13F holders (25 here).

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-09-26.