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; 3,634 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, Q2 2025
Institutional positions in Mastercard Inc as of Jun 30, 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
- 3,537
- +98 vs. Q1 2025
- Shares held
- 798.1M
- −1.30M (−0.2%) vs. Q1 2025
- Total value
- $448.2B
- +$11.0B (+2.5%) vs. Q1 2025
- New holders
- 216
- 1,445 more added
- Sold out
- 118
- 1,355 more reduced
53 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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 | 3,512 | $445.2B |
| Q2 2025 | 3,537 | $448.2B |
| Q1 2025 | 3,492 | $438.3B |
| Q4 2024 | 3,450 | $422.8B |
| Q3 2024 | 3,147 | $351.6B |
| Q2 2024 | 3,123 | $314.8B |
| Q1 2024 | 3,123 | $343.5B |
| Q4 2023 | 3,042 | $305.0B |
| Q3 2023 | 2,823 | $283.0B |
| Q2 2023 | 2,788 | $282.6B |
| Q1 2023 | 2,738 | $263.3B |
| Q4 2022 | 2,715 | $253.3B |
| Q3 2022 | 2,556 | $207.8B |
| Q2 2022 | 2,595 | $231.2B |
| Q1 2022 | 2,624 | $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, Q2 2025
Shares, value and share of portfolio for each institution holding Mastercard Inc; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sandy Cove Advisors, LLC | 929 | $521.9K | 0.19% | +155+20.0% | Added |
| Financial Advisors Network, Inc. | 930 | $522.5K | 0.08% | +17+1.9% | Added |
| Convergence Investment Partners, LLC | 930 | $522.6K | 0.13% | −65−6.5% | Reduced |
| Parcion Private Wealth LLC | 932 | $523.7K | 0.04% | +22+2.4% | Added |
| Valued Retirements, Inc. | 936 | $526.0K | 0.59% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 938 | $527.1K | 0.36% | −100−9.6% | Reduced |
| SFE Investment Counsel | 940 | $528.5K | 0.09% | −16−1.7% | Reduced |
| Kanawha Capital Management LLC | 942 | $529.3K | 0.04% | 00.0% | Unchanged |
| MCF Advisors LLC | 943 | $529.8K | 0.04% | −11−1.2% | Reduced |
| MBE Wealth Management, LLC | 943 | $529.9K | 0.23% | −32−3.3% | Reduced |
| Machina Capital S.A.S. | 944 | $530.5K | 0.11% | −4,148−81.5% | Reduced |
| Pullen Investment Management, LLC | 945 | $531.0K | 0.32% | −96−9.2% | Reduced |
| denkapparat Operations GmbH | 946 | $531.6K | 0.42% | +50+5.6% | Added |
| Betterment LLC | 947 | $532.0K | 0.00% | +58+6.5% | Added |
| Penn Davis McFarland Inc | 947 | $532.2K | 0.06% | −25−2.6% | Reduced |
| BlackDiamond Wealth Management Inc. | 943 | $532.4K | 0.31% | +61+6.9% | Added |
| Lineweaver Wealth Advisors, LLC | 948 | $532.9K | 0.08% | −18−1.9% | Reduced |
| Consilio Wealth Advisors, LLC | 970 | $533.9K | 0.19% | −280−22.4% | Reduced |
| Lake Street Financial LLC | 950 | $534.1K | 0.08% | +950 | New |
| BankPlus Trust Department | 953 | $535.5K | 0.16% | −144−13.1% | Reduced |
| Stewardship Advisors, LLC | 955 | $536.7K | 0.14% | −14−1.4% | Reduced |
| Catalyst Private Wealth, LLC | 957 | $537.8K | 0.24% | +165+20.8% | Added |
| Phillips Financial Management, LLC | 957 | $537.8K | 0.04% | +79+9.0% | Added |
| Walkner Condon Financial Advisors LLC | 959 | $538.9K | 0.10% | +47+5.2% | Added |
| New Wave Wealth Advisors LLC | 959 | $538.9K | 0.23% | +16+1.7% | Added |
| Edge Financial Advisors LLC | 960 | $539.4K | 0.28% | +46+5.0% | Added |
| PFW Advisors LLC | 960 | $539.5K | 0.17% | −12−1.2% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 960 | $539.5K | 0.33% | 00.0% | Unchanged |
| Tobias Financial Advisors, Inc. | 960 | $539.5K | 0.09% | +509+112.9% | Added |
| Rothschild Capital Partners, LLC | 960 | $539.5K | 0.14% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 961 | $540.0K | 0.14% | −233−19.5% | Reduced |
| Aletheian Wealth Advisors LLC | 962 | $540.6K | 0.27% | +16+1.7% | Added |
| Symphony Financial Services, Inc. | 963 | $541.3K | 0.32% | −7−0.7% | Reduced |
| Liberty Wealth Management LLC | 963 | $541.4K | 0.08% | +963 | New |
| Vicus Capital | 963 | $541.4K | 0.04% | +356+58.6% | Added |
| Richards, Merrill & Peterson, Inc. | 964 | $541.5K | 0.26% | +12+1.3% | Added |
| BCS Wealth Management | 965 | $542.0K | 0.12% | +147+18.0% | Added |
| BTG Pactual Asset Management US LLC | 968 | $544.0K | 0.07% | −2,704−73.6% | Reduced |
| DLK Investment Management, LLC | 970 | $545.2K | 0.21% | −1−0.1% | Reduced |
| Strategies Wealth Advisors, LLC | 971 | $545.4K | 0.06% | +11+1.1% | Added |
| Lee Danner & Bass Inc | 973 | $546.5K | 0.04% | 00.0% | Unchanged |
| Center For Asset Management LLC | 1,040 | $546.6K | 0.34% | +80+8.3% | Added |
| Watts Gwilliam & Co., LLC | 933 | $547.0K | 0.09% | +16+1.7% | Added |
| Townsend Asset Management Corp | 974 | $547.2K | 0.20% | +76+8.5% | Added |
| Wilkins Investment Counsel Inc | 975 | $547.9K | 0.08% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 975 | $547.9K | 0.42% | −31−3.1% | Reduced |
| Bank Hapoalim BM | 975 | $548.0K | 0.07% | −5−0.5% | Reduced |
| Burns J W & Co Inc | 977 | $549.0K | 0.07% | −12−1.2% | Reduced |
| Oak Harbor Wealth Partners, LLC | 977 | $549.0K | 0.15% | +89+10.0% | Added |
| Spectrum Wealth Advisory Group, LLC | 977 | $549.1K | 0.26% | +1+0.1% | Added |
| Verus Capital Partners, LLC | 980 | $550.8K | 0.05% | +7+0.7% | Added |
| PUREfi Wealth, LLC | 982 | $551.6K | 0.44% | +101+11.5% | Added |
| Gallacher Capital Management LLC | 982 | $551.7K | 0.26% | +376+62.0% | Added |
| XML Financial, LLC | 982 | $551.8K | 0.05% | −135−12.1% | Reduced |
| Clear Point Advisors Inc. | 982 | $551.8K | 0.47% | 00.0% | Unchanged |
| Hartford Financial Management Inc. | 984 | $552.9K | 0.15% | −12−1.2% | Reduced |
| Investment Management Corp | 984 | $553.0K | 0.50% | +17+1.8% | Added |
| Norris Perne & French LLP | 985 | $553.5K | 0.04% | 00.0% | Unchanged |
| Capital Management Associates, Inc | 990 | $556.3K | 0.18% | −1,048−51.4% | Reduced |
| Flagship Wealth Advisors, LLC | 991 | $556.9K | 0.21% | 00.0% | Unchanged |
| GWN Securities Inc. | 978 | $557.5K | 0.10% | −5,836−85.6% | Reduced |
| Discipline Wealth Solutions, LLC | 994 | $558.6K | 0.21% | 00.0% | Unchanged |
| BIP Wealth, LLC | 994 | $558.6K | 0.03% | −104−9.5% | Reduced |
| Redwood Financial Network Corp | 994 | $558.6K | 0.38% | 00.0% | Unchanged |
| Fourth Dimension Wealth, LLC | 995 | $559.1K | 0.24% | −51−4.9% | Reduced |
| Kanen Wealth Management LLC | 1,000 | $561.9K | 0.21% | 00.0% | Unchanged |
| Lattice Capital Management, LLC | 1,000 | $561.9K | 0.62% | 00.0% | Unchanged |
| Caliber Wealth Management, LLC | 1,007 | $566.0K | 0.06% | +135+15.5% | Added |
| Rise Advisors, LLC | 1,008 | $566.6K | 0.22% | −20−1.9% | Reduced |
| Clarity Wealth Development LLC | 1,010 | $567.4K | 0.56% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 1,010 | $567.6K | 0.03% | +345+51.9% | Added |
| Durante & Waters, LLC | 1,012 | $568.7K | 0.45% | 00.0% | Unchanged |
| Fire Capital Management LLC | 1,014 | $569.8K | 0.36% | 00.0% | Unchanged |
| Motive Wealth Advisors | 1,015 | $570.4K | 0.26% | +102+11.2% | Added |
| Smith Chas P & Associates Pa Cpas | 1,016 | $570.9K | 0.03% | −428−29.6% | Reduced |
| Brass Tax Wealth Management, Inc | 1,017 | $571.3K | 0.11% | +32+3.2% | Added |
| Pandora Wealth, Inc. | 1,018 | $572.1K | 0.35% | 00.0% | Unchanged |
| JMG Financial Group, Ltd. | 1,019 | $572.4K | 0.02% | +1+0.1% | Added |
| Warm Springs Advisors Inc. | 1,019 | $572.6K | 0.49% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 1,020 | $573.2K | 0.15% | −8−0.8% | Reduced |
| Founders Capital Management, LLC | 1,021 | $573.7K | 0.10% | 00.0% | Unchanged |
| Crews Bank & Trust | 1,022 | $574.3K | 0.09% | −27−2.6% | Reduced |
| Maseco LLP | 1,024 | $575.0K | 0.02% | +1,024 | New |
| Fortitude Family Office, LLC | 1,028 | $577.8K | 0.19% | +447+76.9% | Added |
| Sage Rhino Capital LLC | 1,039 | $583.9K | 0.12% | −7−0.7% | Reduced |
| Western Pacific Wealth Management, LP | 1,041 | $585.1K | 0.56% | +62+6.3% | Added |
| Blue Barn Wealth, LLC | 1,042 | $585.5K | 0.28% | +52+5.3% | Added |
| Perfromance Wealth Partners, LLC | 1,043 | $586.3K | 0.02% | +200+23.7% | Added |
| Davidson Trust Co | 1,047 | $588.4K | 0.27% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 1,048 | $589.4K | 0.53% | −7−0.7% | Reduced |
| Select Asset Management & Trust | 1,049 | $590.0K | 0.20% | −10−0.9% | Reduced |
| Conestoga Capital Advisors, LLC | 1,055 | $592.8K | 0.01% | 00.0% | Unchanged |
| OneAscent Investment Solutions LLC | 1,056 | $593.0K | 0.63% | +7+0.7% | Added |
| Fortitude Advisory Group L.L.C. | 1,057 | $593.9K | 0.34% | −23−2.1% | Reduced |
| CFS Investment Advisory Services, LLC | 1,057 | $594.0K | 0.05% | +45+4.4% | Added |
| Grandview Asset Management LLC | 1,059 | $595.0K | 0.19% | −4−0.4% | Reduced |
| Ashton Thomas Securities, LLC | 1,061 | $596.2K | 0.14% | +1+0.1% | Added |
| Mairs & Power Inc | 1,064 | $597.9K | 0.01% | +50+4.9% | Added |
| Paragon Private Wealth Management, LLC | 1,067 | $599.8K | 0.24% | +83+8.4% | Added |
| Mindset Wealth Management, LLC | 1,069 | $600.9K | 0.20% | +1+0.1% | Added |