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; 3,633 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 | 3,633 | $396.2B |
| Q1 2026 | 3,633 | $383.8B |
| Q4 2025 | 3,741 | $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, 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 |
|---|---|---|---|---|---|
| Dohj, LLC | 1,495 | $792.1K | 0.23% | −1,001−40.1% | Reduced |
| Claro Advisors LLC | 1,417 | $796.3K | 0.13% | −2,423−63.1% | Reduced |
| Avenue 1 Advisors, LLC | 1,419 | $797.4K | 0.27% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 1,424 | $800.2K | 0.07% | +398+38.8% | Added |
| Montis Financial, LLC | 1,427 | $801.9K | 0.22% | −11−0.8% | Reduced |
| Clarity Wealth Advisors, LLC | 1,427 | $802.0K | 0.20% | −47−3.2% | Reduced |
| Lion Street Advisors, LLC | 1,432 | $804.7K | 0.24% | −2−0.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,437 | $808.0K | 0.09% | −16−1.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 1,438 | $808.0K | 0.22% | −86−5.6% | Reduced |
| Gilliland Jeter Wealth Management LLC | 1,442 | $810.2K | 0.26% | 00.0% | Unchanged |
| Midland Wealth Advisors LLC | 1,455 | $817.6K | 0.05% | −116−7.4% | Reduced |
| Capital Advisors Inc | 1,455 | $817.8K | 0.01% | +45+3.2% | Added |
| Baron Wealth Management LLC | 1,457 | $818.8K | 0.29% | +168+13.0% | Added |
| Boston Family Office LLC | 1,460 | $820.0K | 0.05% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 1,465 | $823.2K | 0.25% | +2+0.1% | Added |
| BOS Asset Management, LLC | 1,466 | $823.8K | 0.26% | −10−0.7% | Reduced |
| Main Management ETF Advisors, LLC | 1,466 | $824.0K | 0.03% | +24+1.7% | Added |
| DT Investment Partners, LLC | 1,468 | $824.9K | 0.07% | 00.0% | Unchanged |
| Forefront Wealth Partners, LLC | 1,568 | $825.6K | 0.57% | +46+3.0% | Added |
| Round Hill Asset Management | 1,470 | $826.1K | 0.56% | 00.0% | Unchanged |
| Stokes Family Office, LLC | 1,470 | $826.1K | 0.09% | +14+1.0% | Added |
| First Interstate Bank | 1,481 | $832.2K | 0.05% | −21−1.4% | Reduced |
| Overbrook Management Corp | 1,481 | $832.2K | 0.16% | +1,481 | New |
| Fortem Financial Group, LLC | 1,484 | $833.9K | 0.27% | −7−0.5% | Reduced |
| Knuff & Co LLC | 1,486 | $835.0K | 0.26% | −651−30.5% | Reduced |
| Woodley Farra Manion Portfolio Management Inc | 1,487 | $835.6K | 0.04% | +69+4.9% | Added |
| Hanlon Investment Management, Inc. | 1,488 | $836.2K | 0.60% | +1,488 | New |
| BXM Wealth LLC | 1,491 | $837.9K | 1.00% | +24+1.6% | Added |
| jvl associates llc | 1,493 | $839.0K | 0.30% | +7+0.5% | Added |
| Key Financial Inc | 1,495 | $840.1K | 0.17% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 1,500 | $842.9K | 0.08% | 00.0% | Unchanged |
| Polar Asset Management Partners Inc. | 1,500 | $842.9K | 0.02% | +1,500 | New |
| Susquehanna Portfolio Strategies, LLC | 1,500 | $842.9K | 0.02% | +1,500 | New |
| Annex Advisory Services, LLC | 1,501 | $843.4K | 0.02% | −114−7.1% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,505 | $845.9K | 0.19% | −9−0.6% | Reduced |
| Nvest Financial, LLC | 1,505 | $845.9K | 0.44% | +18+1.2% | Added |
| Palisades Hudson Asset Management, L.P. | 1,508 | $847.0K | 0.33% | 00.0% | Unchanged |
| First Nebraska Trust Co | 1,508 | $847.4K | 0.08% | 00.0% | Unchanged |
| Wellspring Financial Advisors, LLC | 1,514 | $849.1K | 0.09% | +201+15.3% | Added |
| Atlas Legacy Advisors, LLC | 1,515 | $851.3K | 0.19% | +90+6.3% | Added |
| Total Clarity Wealth Management, Inc. | 1,527 | $858.0K | 0.25% | −135−8.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 1,527 | $858.1K | 0.24% | +50+3.4% | Added |
| Inscription Capital, LLC | 1,527 | $858.2K | 0.12% | +860+128.9% | Added |
| Oxford Financial Group Ltd | 1,529 | $859.2K | 0.05% | +137+9.8% | Added |
| Victrix Investment Advisors | 1,530 | $859.6K | 0.38% | −33−2.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 1,530 | $859.8K | 0.31% | +2+0.1% | Added |
| X-Square Capital, LLC | 1,530 | $860.0K | 0.31% | +58+3.9% | Added |
| TFB Advisors LLC | 1,533 | $861.5K | 0.23% | −38−2.4% | Reduced |
| Riverbend Wealth Management, LLC | 1,534 | $861.8K | 0.65% | +15+1.0% | Added |
| Miller Financial Services LLC | 1,535 | $862.6K | 1.10% | −63−3.9% | Reduced |
| Madison Asset Management, LLC | 1,537 | $863.7K | 0.01% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 1,539 | $864.6K | 0.31% | +15+1.0% | Added |
| Invenio Wealth Partners LLC | 1,541 | $866.0K | 0.34% | −40−2.5% | Reduced |
| J.Safra Asset Management Corp | 1,542 | $866.5K | 0.06% | +1,305+550.6% | Added |
| Centurion Wealth Management LLC | 1,545 | $867.9K | 0.25% | +127+9.0% | Added |
| True North Advisors, LLC | 1,547 | $869.6K | 0.17% | +231+17.6% | Added |
| Traveka Wealth, LLC | 1,548 | $869.8K | 0.46% | +70+4.7% | Added |
| Washington Trust Co | 1,550 | $871.0K | 0.03% | +24+1.6% | Added |
| Quantum Financial Advisors, LLC | 1,550 | $871.1K | 0.12% | 00.0% | Unchanged |
| Capital Performance Advisors LLP | 1,559 | $875.5K | 0.17% | +184+13.4% | Added |
| Park Capital Management, LLC | 1,560 | $876.6K | 0.81% | −159−9.2% | Reduced |
| Ariadne Wealth Management, LP | 1,517 | $876.7K | 0.42% | −79−4.9% | Reduced |
| Sound View Wealth Advisors Group, LLC | 1,560 | $876.8K | 0.06% | −110−6.6% | Reduced |
| FLC Capital Advisors | 1,565 | $879.4K | 0.18% | −80−4.9% | Reduced |
| Tributary Capital Management, LLC | 1,575 | $885.1K | 0.08% | −45−2.8% | Reduced |
| Strategy Asset Managers LLC | 1,577 | $886.2K | 0.17% | +291+22.6% | Added |
| Resurgent Financial Advisors LLC | 1,578 | $886.8K | 0.49% | −40−2.5% | Reduced |
| M. Kraus & Co | 1,581 | $888.4K | 0.26% | −17−1.1% | Reduced |
| Beaton Management Co. Inc. | 1,582 | $889.0K | 0.43% | 00.0% | Unchanged |
| Salvus Wealth Management, LLC | 1,584 | $890.1K | 0.52% | −11−0.7% | Reduced |
| Guerra Pan Advisors, LLC | 1,584 | $890.1K | 0.59% | +359+29.3% | Added |
| Accredited Investors Inc. | 1,585 | $890.7K | 0.05% | +867+120.8% | Added |
| TFG Advisers LLC | 1,590 | $893.5K | 0.31% | +2+0.1% | Added |
| Redwood Investment Management, LLC | 1,591 | $894.0K | 0.09% | −114−6.7% | Reduced |
| Moseley Investment Management Inc | 1,591 | $894.0K | 0.31% | +1+0.1% | Added |
| Diversified Portfolios, Inc. | 1,591 | $894.0K | 0.09% | +386+32.0% | Added |
| Salem Investment Counselors Inc | 1,591 | $894.1K | 0.03% | +2+0.1% | Added |
| Clare Market Investments LLC | 1,591 | $894.3K | 0.20% | −70−4.2% | Reduced |
| Foster Group, Inc. | 1,594 | $895.6K | 0.03% | +14+0.9% | Added |
| Paradigm Asset Management Co LLC | 1,599 | $898.5K | 0.22% | −200−11.1% | Reduced |
| JT Stratford LLC | 1,600 | $899.1K | 0.14% | −70−4.2% | Reduced |
| Two Sigma Securities, LLC | 1,600 | $899.1K | 0.11% | +1,600 | New |
| McAdam, LLC | 1,601 | $899.9K | 0.05% | +309+23.9% | Added |
| TCI Wealth Advisors, Inc. | 1,602 | $900.1K | 0.06% | −352−18.0% | Reduced |
| Gould Asset Management LLC | 1,602 | $900.2K | 0.18% | −75−4.5% | Reduced |
| Prentiss Smith & Co Inc | 1,605 | $901.9K | 0.54% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 1,607 | $903.1K | 0.42% | −36−2.2% | Reduced |
| Outlook Wealth Advisors, LLC | 1,607 | $903.1K | 0.23% | +8+0.5% | Added |
| Nwam LLC | 1,598 | $903.8K | 0.05% | +301+23.2% | Added |
| Latitude Advisors, LLC | 1,612 | $906.0K | 0.46% | +3+0.2% | Added |
| Edgestream Partners, L.P. | 1,614 | $907.0K | 0.03% | −539−25.0% | Reduced |
| Community Bank, N.A. | 1,615 | $907.5K | 0.12% | −380−19.0% | Reduced |
| Wedgewood Investors Inc | 1,620 | $910.3K | 1.05% | 00.0% | Unchanged |
| Spartan Planning & Wealth Management | 1,626 | $913.7K | 0.78% | +99+6.5% | Added |
| Allstate Corp | 1,634 | $918.2K | 0.07% | −27,247−94.3% | Reduced |
| Paul Damon & Associates, Inc. | 1,634 | $918.2K | 0.48% | +417+34.3% | Added |
| Occidental Asset Management, LLC | 1,636 | $919.4K | 0.13% | +37+2.3% | Added |
| OneAscent Family Office, LLC | 1,641 | $922.0K | 0.87% | −18−1.1% | Reduced |
| Old Port Advisors | 1,641 | $922.0K | 0.25% | +10+0.6% | Added |
| Values Added Financial LLC | 1,642 | $922.7K | 0.45% | +370+29.1% | Added |