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 |
|---|---|---|---|---|---|
| Cheviot Value Management, LLC | 1,191 | $684.0K | 0.08% | −40−3.2% | Reduced |
| Rede Wealth, LLC | 1,219 | $685.0K | 0.25% | 00.0% | Unchanged |
| Saiph Capital, LLC | 1,220 | $685.7K | 0.27% | +296+32.0% | Added |
| Audent Global Asset Management, LLC | 1,222 | $686.7K | 0.50% | −16−1.3% | Reduced |
| New World Advisors LLC | 1,224 | $687.8K | 0.15% | −254−17.2% | Reduced |
| CM Wealth Advisors LLC | 1,224 | $687.8K | 0.20% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 1,227 | $689.5K | 0.13% | −2,659−68.4% | Reduced |
| GW Henssler & Associates Ltd | 1,227 | $689.6K | 0.04% | −61−4.7% | Reduced |
| Readystate Asset Management LP | 1,231 | $691.7K | 0.03% | +716+139.0% | Added |
| Warren Street Wealth Advisors, LLC | 1,232 | $692.3K | 0.23% | +47+4.0% | Added |
| KFG Wealth Management, LLC | 1,232 | $692.5K | 0.11% | +83+7.2% | Added |
| NorthStar Asset Management LLC | 1,233 | $693.0K | 0.37% | +154+14.3% | Added |
| 180 Wealth Advisors, LLC | 1,236 | $694.7K | 0.10% | −98−7.3% | Reduced |
| Strathmore Capital Advisors, Inc. | 1,230 | $695.1K | 0.31% | +1,230 | New |
| Nadler Financial Group, Inc. | 1,237 | $695.1K | 0.07% | −80−6.1% | Reduced |
| US Asset Management LLC | 1,239 | $696.2K | 0.60% | 00.0% | Unchanged |
| Trueblood Wealth Management, LLC | 1,239 | $696.4K | 0.29% | −1−0.1% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 1,240 | $696.8K | 0.13% | 00.0% | Unchanged |
| Keystone Financial Group | 1,240 | $696.9K | 0.06% | +23+1.9% | Added |
| Connective Portfolio Management, LLC | 1,235 | $697.3K | 1.49% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 1,241 | $697.6K | 0.48% | +129+11.6% | Added |
| Parthenon LLC | 1,243 | $698.5K | 0.08% | 00.0% | Unchanged |
| Aureus Asset Management, LLC | 1,245 | $699.6K | 0.04% | +70+6.0% | Added |
| Passive Capital Management, LLC. | 1,241 | $700.7K | 0.22% | 00.0% | Unchanged |
| Argyle Capital Partners, LLC | 1,247 | $700.7K | 0.58% | −37−2.9% | Reduced |
| LaFleur & Godfrey LLC | 1,250 | $702.4K | 0.09% | 00.0% | Unchanged |
| R Squared Ltd | 1,250 | $702.4K | 0.39% | +1,250 | New |
| Tradition Wealth Management, LLC | 1,255 | $705.3K | 0.06% | +30+2.4% | Added |
| Full Sail Capital, LLC | 1,259 | $707.5K | 0.04% | −99−7.3% | Reduced |
| Noesis Capital Mangement Corp | 1,259 | $707.7K | 0.12% | +540+75.1% | Added |
| Ipswich Investment Management Co., Inc. | 1,263 | $709.7K | 0.17% | −855−40.4% | Reduced |
| Sherman Asset Management, Inc. | 1,264 | $710.7K | 0.63% | −1−0.1% | Reduced |
| Sunpointe, LLC | 1,276 | $717.0K | 0.28% | +130+11.3% | Added |
| Claret Asset Management Corp | 1,280 | $720.0K | 0.09% | – | – |
| Sentinus, LLC | 1,282 | $720.2K | 0.18% | −15−1.2% | Reduced |
| H&H Retirement Design & Management INC | 1,301 | $721.7K | 0.40% | −294−18.4% | Reduced |
| Atala Financial Inc | 1,287 | $723.2K | 0.50% | 00.0% | Unchanged |
| Floyd Financial Group LLC | 1,271 | $723.5K | 0.67% | −157−11.0% | Reduced |
| Summit Asset Management, LLC | 1,288 | $723.8K | 0.12% | +23+1.8% | Added |
| Red Door Wealth Management, LLC | 1,288 | $724.0K | 0.09% | +330+34.4% | Added |
| Wedge Capital Management L L P | 1,289 | $724.3K | 0.01% | +788+157.3% | Added |
| Range Financial Group LLC | 1,291 | $725.5K | 0.28% | −21−1.6% | Reduced |
| Diligent Investors, LLC | 1,291 | $725.6K | 0.17% | −225−14.8% | Reduced |
| Crescent Sterling, Ltd. | 1,295 | $727.7K | 0.81% | −380−22.7% | Reduced |
| Ewa, LLC | 1,296 | $728.3K | 0.23% | +138+11.9% | Added |
| Coign Capital Advisors LLC | 1,297 | $728.8K | 0.49% | +15+1.2% | Added |
| Weil Company, Inc. | 1,299 | $730.0K | 0.19% | 00.0% | Unchanged |
| Cidel Asset Management Inc | 1,300 | $730.5K | 0.04% | −1−0.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 1,302 | $731.5K | 0.49% | −9−0.7% | Reduced |
| Colonial Trust Co | 1,302 | $731.8K | 0.11% | −25−1.9% | Reduced |
| Pine Harbor Wealth Management, LLC | 1,302 | $732.1K | 0.26% | 00.0% | Unchanged |
| Legacy Trust | 1,305 | $733.3K | 0.18% | −40−3.0% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 1,308 | $735.1K | 0.20% | +164+14.3% | Added |
| Manske Wealth Management | 1,309 | $735.6K | 0.24% | −157−10.7% | Reduced |
| Cardiff Park Advisors, LLC | 1,310 | $736.1K | 0.06% | +1+0.1% | Added |
| May Hill Capital, LLC | 1,321 | $742.3K | 0.24% | +335+34.0% | Added |
| Proathlete Wealth Management LLC | 1,318 | $742.9K | 0.24% | +1+0.1% | Added |
| AA Financial Advisors, LLC | 1,322 | $742.9K | 0.16% | +497+60.2% | Added |
| Webster Bank, N. A. | 1,324 | $744.0K | 0.08% | −101−7.1% | Reduced |
| Viewpoint Investment Partners Corp | 1,325 | $744.6K | 0.41% | +925+231.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 1,326 | $745.1K | 0.12% | +222+20.1% | Added |
| Allen Capital Group, LLC | 1,327 | $745.7K | 0.08% | +89+7.2% | Added |
| Morris Retirement Advisors, LLC | 1,329 | $746.6K | 0.35% | +327+32.6% | Added |
| Matisse Capital | 1,329 | $746.8K | 0.35% | 00.0% | Unchanged |
| Whelan Financial | 1,330 | $747.5K | 0.27% | +314+30.9% | Added |
| CWS Financial Advisors, LLC | 1,331 | $747.7K | 0.22% | −167−11.1% | Reduced |
| Capital Markets Trading UK LLP | 1,331 | $748.0K | 0.85% | −1,624−55.0% | Reduced |
| Rice Partnership, LLC | 1,335 | $750.2K | 0.13% | 00.0% | Unchanged |
| NTV Asset Management LLC | 1,336 | $750.6K | 0.09% | +50+3.9% | Added |
| Wheelhouse Advisory Group LLC | 1,336 | $751.0K | 0.37% | +56+4.4% | Added |
| Atlas Private Wealth Advisors | 1,337 | $751.7K | 0.10% | +60+4.7% | Added |
| Dogwood Wealth Management LLC | 1,337 | $752.2K | 0.37% | +7+0.5% | Added |
| Morris Financial Concepts, Inc. | 1,339 | $752.5K | 0.30% | 00.0% | Unchanged |
| HMV Wealth Advisors, LLC | 1,343 | $754.7K | 0.49% | −1,073−44.4% | Reduced |
| GSB Wealth Management, LLC | 1,343 | $754.7K | 0.18% | −66−4.7% | Reduced |
| Triangle Securities Wealth Management | 1,343 | $754.7K | 0.19% | −15−1.1% | Reduced |
| PSI Advisors, LLC | 1,343 | $754.7K | 0.37% | −69−4.9% | Reduced |
| Wolverine Asset Management LLC | 1,347 | $756.9K | 0.01% | +1,072+389.8% | Added |
| Sonora Investment Management Group, LLC | 1,349 | $758.1K | 0.06% | −3−0.2% | Reduced |
| Granite Investment Partners, LLC | 1,353 | $760.3K | 0.04% | 00.0% | Unchanged |
| Brucke Financial, Inc. | 1,356 | $762.0K | 0.53% | +104+8.3% | Added |
| UMA Financial Services, Inc. | 1,358 | $763.0K | 0.12% | −134−9.0% | Reduced |
| Portland Investment Counsel Inc. | 1,363 | $765.9K | 0.23% | 00.0% | Unchanged |
| D. Scott Neal, Inc. | 1,363 | $766.0K | 0.38% | −3−0.2% | Reduced |
| Midwest Financial Group LLC | 1,365 | $767.1K | 0.40% | +1+0.1% | Added |
| MBL Wealth, LLC | 1,367 | $768.2K | 0.07% | +56+4.3% | Added |
| Deseret Mutual Benefit Administrators | 1,370 | $769.9K | 0.36% | 00.0% | Unchanged |
| Gallagher Fiduciary Advisors, LLC | 1,376 | $773.1K | 0.03% | −7−0.5% | Reduced |
| Lantz Financial LLC | 1,377 | $773.8K | 0.19% | +9+0.7% | Added |
| Westmount Partners, LLC | 1,379 | $774.7K | 0.21% | +268+24.1% | Added |
| Oarsman Capital, Inc. | 1,379 | $774.9K | 0.12% | +159+13.0% | Added |
| Baskin Financial Services Inc. | 1,380 | $775.0K | 0.06% | 00.0% | Unchanged |
| Wealth Architects, LLC | 1,380 | $775.6K | 0.08% | −42−3.0% | Reduced |
| City National Bank of Florida | 1,381 | $776.0K | 0.56% | +231+20.1% | Added |
| Redhawk Wealth Advisors, Inc. | 1,385 | $778.1K | 0.10% | +49+3.7% | Added |
| Ninepoint Partners LP | 1,388 | $780.0K | 0.15% | +120+9.5% | Added |
| Kelly Financial Group LLC | 1,397 | $784.8K | 0.23% | +3+0.2% | Added |
| Aristides Capital LLC | 1,400 | $786.7K | 0.25% | 00.0% | Unchanged |
| Magnus Financial Group LLC | 1,407 | $790.4K | 0.07% | +1+0.1% | Added |
| Austin Private Wealth, LLC | 1,409 | $791.7K | 0.06% | +353+33.4% | Added |