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
- 3,536
- +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
- 1,444 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 |
|---|---|---|---|---|---|
| Oregon Pacific Wealth Management, LLC | 1,071 | $601.8K | 0.57% | −194−15.3% | Reduced |
| Park National Corp | 1,073 | $603.0K | 0.02% | +21+2.0% | Added |
| Zullo Investment Group, Inc. | 1,073 | $603.3K | 0.24% | +43+4.2% | Added |
| Wellington Shields & Co., LLC | 1,074 | $603.5K | 0.17% | −19−1.7% | Reduced |
| Fountainhead AM, LLC | 1,076 | $604.6K | 0.09% | +111+11.5% | Added |
| Matauro, LLC | 1,079 | $606.3K | 0.11% | +1,079 | New |
| Becker Capital Management Inc | 1,079 | $606.3K | 0.02% | −49−4.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 1,079 | $606.5K | 0.02% | +47+4.6% | Added |
| Verum Partners LLC | 1,082 | $608.2K | 0.14% | +102+10.4% | Added |
| Hudson Valley Investment Advisors Inc | 1,084 | $609.1K | 0.07% | 00.0% | Unchanged |
| Baker Boyer National Bank | 1,085 | $609.7K | 0.21% | 00.0% | Unchanged |
| Flagstone Financial Management | 1,085 | $609.7K | 0.17% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 1,087 | $610.8K | 0.06% | −372−25.5% | Reduced |
| Riverwater Partners LLC | 1,088 | $611.4K | 0.29% | +81+8.0% | Added |
| Convergence Financial, LLC | 1,091 | $613.2K | 0.11% | +22+2.1% | Added |
| Boyd Watterson Asset Management LLC | 1,096 | $615.9K | 0.19% | +26+2.4% | Added |
| TruWealth Advisors, LLC | 1,098 | $617.0K | 0.03% | −30−2.7% | Reduced |
| Schaper Benz & Wise Investment Counsel Inc | 1,099 | $617.4K | 0.05% | −83−7.0% | Reduced |
| Sompo Asset Management Co., Ltd. | 1,100 | $618.1K | 0.11% | 00.0% | Unchanged |
| Prism Advisors, Inc. | 1,100 | $618.1K | 0.18% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 1,100 | $618.1K | 0.01% | +1,100 | New |
| Pacitti Group Inc. | 1,100 | $618.2K | 0.27% | −20−1.8% | Reduced |
| Summit Wealth & Retirement Planning, Inc. | 1,102 | $619.3K | 0.17% | +1,102 | New |
| Sanders Morris Harris LLC | 1,103 | $619.8K | 0.15% | −3,593−76.5% | Reduced |
| Raab & Moskowitz Asset Management LLC | 1,103 | $619.9K | 0.15% | −9−0.8% | Reduced |
| Embree Financial Group | 1,105 | $621.0K | 0.09% | +11+1.0% | Added |
| Foster & Motley Inc | 1,107 | $622.0K | 0.04% | +121+12.3% | Added |
| Willow Creek Wealth Management Inc. | 1,107 | $622.1K | 0.06% | +21+1.9% | Added |
| Summit Financial Wealth Advisors, LLC | 1,114 | $626.0K | 0.11% | +238+27.2% | Added |
| Blueshift Asset Management, LLC | 1,116 | $627.1K | 0.19% | +357+47.0% | Added |
| TCFG Wealth Management, LLC | 1,116 | $627.2K | 0.28% | −20−1.8% | Reduced |
| OneAscent Wealth Management LLC | 1,117 | $628.0K | 0.23% | +165+17.3% | Added |
| WESPAC Advisors, LLC | 1,125 | $632.2K | 0.44% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 1,126 | $632.7K | 0.39% | +700+164.3% | Added |
| Centerpoint Advisors, LLC | 1,127 | $633.0K | 0.21% | 00.0% | Unchanged |
| RAM Investment Partners, LLC | 1,127 | $633.1K | 0.13% | +94+9.1% | Added |
| Family Management Corp | 1,127 | $633.3K | 0.10% | +196+21.1% | Added |
| Horiko Capital Management LLC | 1,130 | $635.0K | 0.17% | 00.0% | Unchanged |
| Hodges Capital Management Inc. | 1,130 | $635.1K | 0.06% | 00.0% | Unchanged |
| Cypress Wealth Services, LLC | 1,133 | $636.4K | 0.11% | −76−6.3% | Reduced |
| United Advisor Group, LLC | 1,133 | $636.7K | 0.11% | +433+61.9% | Added |
| Arvest Investments, Inc. | 1,134 | $637.2K | 0.10% | −4−0.4% | Reduced |
| First Hawaiian Bank | 1,134 | $637.2K | 0.09% | 00.0% | Unchanged |
| Lowe Brockenbrough & Co Inc | 1,134 | $637.2K | 0.04% | +48+4.4% | Added |
| Strive Asset Management, LLC | 1,135 | $637.8K | 0.38% | −590−34.2% | Reduced |
| First County Bank | 1,135 | $637.8K | 0.34% | −179−13.6% | Reduced |
| Umpqua Bank | 1,135 | $638.4K | 0.19% | +204+21.9% | Added |
| QTR Family Wealth, LLC | 1,136 | $638.5K | 0.40% | +342+43.1% | Added |
| Breakwater Capital Group | 1,138 | $639.5K | 0.10% | −4−0.4% | Reduced |
| Pineridge Advisors LLC | 1,138 | $639.6K | 0.23% | +801+237.7% | Added |
| Manchester Financial Inc | 1,139 | $640.0K | 0.13% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 1,140 | $640.6K | 0.31% | +2+0.2% | Added |
| Wulff, Hansen & Co. | 1,140 | $640.6K | 0.55% | +30+2.7% | Added |
| Covestor Ltd | 1,140 | $641.0K | 0.38% | −101−8.1% | Reduced |
| Drake & Associates, LLC | 1,141 | $641.4K | 0.16% | +206+22.0% | Added |
| Patrick M Sweeney & Associates, Inc | 1,128 | $642.1K | 0.44% | −14−1.2% | Reduced |
| Generation Capital Management LLC | 1,147 | $644.5K | 0.51% | +71+6.6% | Added |
| Financial Advisory Service, Inc. | 1,148 | $644.8K | 0.05% | +128+12.5% | Added |
| Firethorn Wealth Partners, LLC | 1,148 | $645.1K | 0.28% | −144−11.1% | Reduced |
| Financial Perspectives, Inc | 1,148 | $645.4K | 0.20% | +11+1.0% | Added |
| Chapin Davis, Inc. | 1,152 | $647.6K | 0.18% | −2−0.2% | Reduced |
| Citadel Investment Advisory, Inc. | 1,155 | $649.0K | 0.31% | 00.0% | Unchanged |
| Private Advisory Group LLC | 1,155 | $649.0K | 0.06% | −12,397−91.5% | Reduced |
| Townsend & Associates, Inc | 1,144 | $650.0K | 0.06% | 00.0% | Unchanged |
| Banque de Luxembourg S.A. | 1,186 | $650.1K | 0.37% | 00.0% | Unchanged |
| Skylands Capital, LLC | 1,160 | $651.9K | 0.09% | −5−0.4% | Reduced |
| Westwood Holdings Group Inc. | 1,160 | $651.9K | 0.00% | +51+4.6% | Added |
| Continental Investors Services, Inc. | 1,160 | $652.1K | 1.17% | +5+0.4% | Added |
| Sterling Investment Counsel, LLC | 1,163 | $653.5K | 0.38% | −654−36.0% | Reduced |
| Painted Porch Advisors LLC | 1,163 | $653.5K | 0.27% | −45−3.7% | Reduced |
| Barlow Wealth Partners, Inc. | 1,164 | $653.6K | 0.08% | +2+0.2% | Added |
| Mainstream Capital Management LLC | 1,165 | $654.7K | 0.48% | 00.0% | Unchanged |
| Somerset Trust Co | 1,166 | $655.2K | 0.21% | +15+1.3% | Added |
| Crestmont Private Wealth LLC | 1,169 | $656.9K | 0.24% | +50+4.5% | Added |
| Berkshire Asset Management LLC | 1,169 | $656.9K | 0.03% | −5−0.4% | Reduced |
| Tuttle Tactical Management | 1,170 | $657.5K | 2.72% | +150+14.7% | Added |
| Frederick Financial Consultants, LLC | 1,171 | $657.9K | 0.41% | −9−0.8% | Reduced |
| Garrett Wealth Advisory Group, LLC | 1,171 | $658.0K | 0.14% | +346+41.9% | Added |
| Keudell/Morrison Wealth Management | 1,174 | $659.7K | 0.15% | −1−0.1% | Reduced |
| Gerber, LLC | 1,175 | $660.3K | 0.46% | 00.0% | Unchanged |
| First Command Advisory Services, Inc. | 1,175 | $660.3K | 0.01% | +46+4.1% | Added |
| Plan A Wealth LLC | 1,176 | $660.8K | 0.37% | +574+95.3% | Added |
| Cassaday & Co Wealth Management LLC | 1,176 | $660.8K | 0.02% | +101+9.4% | Added |
| Revisor Wealth Management LLC | 1,171 | $660.8K | 0.24% | +409+53.7% | Added |
| Lakeshore Capital Group, Inc. | 1,178 | $661.8K | 0.59% | −63−5.1% | Reduced |
| Jackson Hole Capital Partners, LLC | 1,179 | $662.4K | 0.12% | 00.0% | Unchanged |
| GDS Wealth Management | 1,179 | $662.5K | 0.05% | +7+0.6% | Added |
| Black Diamond Financial, LLC | 1,182 | $664.2K | 0.10% | −52−4.2% | Reduced |
| Tobam | 1,183 | $665.0K | 0.26% | +270+29.6% | Added |
| Aspetuck Financial Management LLC | 1,185 | $665.9K | 0.50% | +218+22.5% | Added |
| Clean Yield Group | 1,187 | $667.0K | 0.20% | 00.0% | Unchanged |
| Traynor Capital Management, Inc. | 1,186 | $669.8K | 0.05% | +621+109.9% | Added |
| Commonwealth Financial Services, LLC | 1,192 | $670.0K | 0.13% | +56+4.9% | Added |
| Alliance Wealth Advisors, LLC | 1,193 | $670.4K | 0.37% | −129−9.8% | Reduced |
| Exchange Bank | 1,194 | $671.0K | 0.53% | −8−0.7% | Reduced |
| Legacy Capital Group California, Inc. | 1,201 | $674.9K | 0.19% | +58+5.1% | Added |
| Arcus Capital Partners, LLC | 1,202 | $675.6K | 0.29% | +114+10.5% | Added |
| Westover Capital Advisors, LLC | 1,204 | $676.6K | 0.14% | 00.0% | Unchanged |
| Belmont Capital, LLC | 1,205 | $677.1K | 0.10% | +505+72.1% | Added |
| Green Square Capital Advisors LLC | 1,213 | $681.6K | 0.08% | 00.0% | Unchanged |